ERP & Project Frequently Asked Questions
Answers to common questions before ERPNext implementation, custom development, integration, migration and ongoing support.
Start with the operational problems that matter
Teams are unsure what to prepare for a proposal
Standard vs custom scope is unclear
Acceptance and support expectations are undefined
Scope, migration, acceptance testing and support
Practical building blocks to assess and adapt to your operating model.
Project Assessment
Complete discovery and fit-gap analysis before scope, budget and timing commitments.
Data Readiness
Prepare data owners, mappings and validation before migration.
UAT & Acceptance
Agree on UAT scenarios, defects, criteria and sign-offs.
Post-Go-Live Support
Define ticket channels, contract-specific SLAs and issue tracking.
How to clarify the scope of an ERPNext project
A suggested sequence, refined through requirements and fit-gap discovery.
- 01
Collect context
Define processes, users, systems and KPIs
- 02
Assess fit-gap
Separate essentials from later phases
- 03
Agree on acceptance
Define testing and delivery evidence
What to prepare before the first workshop
Having these inputs available supports more accurate scope and risk assessment.
Discuss your requirements- Primary business problems and outcomes
- Companies, branches and users
- Existing systems and integrations
- UAT, training and delivery expectations
Questions worth clarifying early
Is customization required before starting ERPNext?
Not by default. Start with standard workflows and configuration, then justify any custom development through fit-gap and risk assessment.
Questions to settle before commissioning ERPNext
Before requesting a proposal, specify companies, branches, user roles and systems requiring integration. A feature list is not sufficient; sample documents and real process scenarios define what an acceptable result looks like.
For customisation, first assess ERPNext standard capabilities. If additional development is needed, define the DocTypes, workflows, print formats, APIs and reports involved, and assign testing and upgrade maintenance responsibilities.
Agree on the cutover date, opening stock and accounting balances, UAT sign-off and rollback plans before go-live. Support arrangements should describe the reporting channel, incident priorities and service scope clearly.
Build the right system for your operation.
Share your processes, constraints and desired outcomes so the project can be evaluated against real business needs.