ServicesERP setup
ERP setup your team will actually use
ERPNext, Odoo or Zoho, set up around how your business already runs. Orders, stock, approvals and accounts in one place, your data moved across, and your team trained before we hand over.
What changes for your team
Most businesses we meet run on three or four spreadsheets and one person who knows how they fit together.
- Customer
- Wanjiru Stores
- Item
- Cooking oil, 1 L
- Quantity
- 12
- Amount
- KES 3,840
- Typed once
- Sales, stock and the books agree
- Nothing to copy at month-end
Today
- Orders in one spreadsheet, stock in another, accounts in a third.
- Month-end takes a week of copying and checking.
- Approvals happen on WhatsApp and get lost.
- Only one person knows how the numbers add up.
After setup
- Orders, stock and accounts in one system.
- Reports the owner can open on any day of the month.
- Approvals with a name and a date against each one.
- Every team works from the same numbers.
What's included
- Help choosing between ERPNext, Odoo and Zoho
- Setup around how your team already works
- Your existing data moved across and checked with you
- Roles and approvals for each team
- Reports for the owner and each team lead
- Staff training and a written handover
Not included yet Custom modules. When the system can't do something you need, we quote that part separately in the scope.
what we leave out, we write down
How it goes
01
Free first scope
We sit with your team and write down what the first version does, on one page.
02
Set it up
We configure orders, stock, approvals and accounts around how you work.
03
Move your data
Customers, products, stock and opening balances, checked with you line by line.
04
Train and switch over
Each team learns the parts they use, then we switch over together.
05
Stay and improve
We fix what breaks and adjust it as your team settles in.
Which system fits
We help you choose in the first scope. This is roughly how the options compare.
most clients don't need custom
| Question | ERPNext | Odoo | Zoho | Custom |
|---|---|---|---|---|
| Good for | Distribution, manufacturing and stock-heavy businesses | Businesses that want sales, stock, HR and more in one suite | Smaller teams already using Zoho Books or Zoho Mail | When the way you work is what sets you apart |
| Ongoing cost | No licence fees, you pay for hosting | Per-user licence for the Enterprise edition | Monthly per-user plans | Hosting and someone to look after it |
| Watch for | Unusual needs take someone who knows it well | Costs grow with every user and app | Less room for complex stock or production | The highest cost up front |
Common questions
Can we start with one part of the business?
Yes, and we usually recommend it. One team uses the system first, so the next part is shaped by real use instead of guesses.
Can it connect to our accounting tools and payments?
Yes. Payments, accounting, CRM and your shop can feed the same records, so reports come from one place.
What if none of them fits?
We say so in the scope and build the part they can't do, or the whole system if that's cheaper over time.
What happens after we go live?
We stay. We fix what breaks, answer your team's questions and adjust the setup as you grow.
Not sure this is the right fit?
Most projects touch more than one of these areas. Tell us what's slowing you down and we'll send back the smallest useful first version as a one-page scope.
Start with a short note about the problem. Get a free first scope.