CRM & ERP

ERP Development

We help companies manage connected operations without relying on scattered spreadsheets and manual handoffs. Our engineers build ERP workflows around the business’s processes, data and reporting needs.

Conceptual engineering illustration for ERP DevelopmentTranz / Engineering in practice
What we can help with

Connect customer work with everyday business operations

CRM and ERP projects succeed when records, responsibilities and business rules fit the people using the system. We map the operation first, then configure or build the workflows, integrations and reporting needed to keep work visible.

01

Operational modules

Connect purchasing, stock, orders and finance processes around the business rules your teams use.

What you receive

Module scope, transaction workflows and data model.

02

Approvals and reporting

Define who can enter, approve and view records, and which reports support daily decisions.

What you receive

Role matrix, approval rules and reporting views.

03

Migration and adoption

Validate existing records and introduce the system with representative users before broader rollout.

What you receive

Migration mappings, trial imports and training material.

Where it helps

Start with a real task, then shape the solution

These are examples of workflows we can scope with your team.

01

Sales and service follow-up

Track enquiries, assign owners, preserve customer context and make the next action visible.

02

Connected business records

Bring purchasing, inventory, orders and finance workflows into a shared operating structure.

03

Operational reporting

Give teams views of pending work, exceptions and activity based on consistent records and permissions.

A concrete scope

Know what the engagement will produce

We agree on the deliverables for your project before delivery begins.

A defined scope

Prioritised workflows, dependencies, responsibilities and acceptance criteria for the agreed release.

Reviewable work

Module scope, transaction workflows and data model; Role matrix, approval rules and reporting views; Migration mappings, trial imports and training material.

A practical handover

The documentation, configuration, operating guidance and team walkthroughs included in your delivery plan.

Frameworks & tools

A toolkit shaped around your requirements

These are technology options for the engagement. We choose the stack around your existing systems, deployment needs and team; each project uses a relevant subset.

Application development

JavaPythonJavaScriptReactNode.js

Business data

MySQLPostgreSQLRedis

Integration and delivery

PostmanDockerGitHub Actions

Monitoring

GrafanaSentry

ERPNext implementation: configuration, custom workflows, migration and integration are scoped around the platform and your business processes.

Explore our technology expertise ↗
Architecture & workflows

See how teams and transactions connect in the ERP

Explore the system structure and an example day-to-day workflow. These diagrams show patterns we can adapt around your records, approvals and existing systems.

Architecture / ERP

How ERP connects teams and records

Business teamsSales, purchasing, warehouse and finance
ERP applicationOrders · Purchasing · Inventory · Finance
Shared business recordsCustomers, items, transactions and accounts
↕ API exchange
Connected systemsCRM, payment services and external applications
↓ Reporting views
Operational visibilityStock availability, pending work and financial reports
Across the systemRole-based access · Validation · Approval rules · Audit history · Backups
Illustrative logical architecture: teams use the application to work with shared records. Integrations exchange agreed data through APIs, and reporting reads the business records. Modules and connections are selected during scoping.
Workflow / ERP

From a sales order to payment reconciliation

Select a step to explore the work and checks within it.

  1. Confirm order

    Validate the customer, items, pricing and delivery terms before confirming the sales order.

  2. Check and reserve stock

    Review available inventory. If stock is insufficient, raise the required procurement or fulfilment action before proceeding.

  3. Fulfil and dispatch

    Prepare the items, confirm the dispatch and record delivery against the order. Track partial fulfilment where required.

  4. Create invoice

    Generate the invoice from the agreed billing basis and verify quantities, taxes and customer details.

  5. Record payment

    Capture the payment, match it to the invoice and keep outstanding balances visible to finance.

  6. Reconcile and report

    Reconcile receipts and account entries, then update operational and financial reports for review.

Exceptions and return paths

Stock shortages route to procurement. Partial deliveries, returns and unpaid invoices remain visible for follow-up; they do not disappear when the order moves forward.

Example business workflow. Approval thresholds, billing rules and integration responsibilities are agreed for each implementation.
How we work

Move from a clear brief to a useful release

01

Map the operation

Identify departments, approvals, documents and the reports needed to run the business.

02

Fit the platform

Separate standard configuration from custom workflows and integrations; agree on data ownership.

03

Validate with the team

Test representative transactions, access roles and migrated records with the people who will use them.

04

Roll out in stages

Plan training, cutover, reconciliation and ownership so teams can adopt the new workflows.

Before we begin

Questions about the engagement

Should we customise ERPNext or build a system?

We compare the fit of standard modules with your workflows, integration needs and reporting requirements. That helps separate configuration from the cases that justify custom development.

Can you bring across our existing data?

Migration begins with a review of source records, duplicates and required fields. We agree on mapping, trial imports and reconciliation before the final cutover.

Can different teams have different access?

Yes. We define roles around tasks, records and approval responsibilities, then test representative users against those rules before rollout.

Discuss erp development

Tell us what needs to work better.

Share your current workflow, existing systems and the result you want. We’ll help define a practical next step.

Discuss your project ↗