For growing businesses
Keep your teams connected as you grow.
Bring sales, purchasing, stock and finance onto shared records in Frappe ERP, so your next team or location can build on the work already done.
The daily problem
Stop rebuilding the same order in every department.
A sale lives in one spreadsheet, purchasing updates another, and finance asks for the latest copy. Give each team a shared record and a clear next step, so more work does not mean more chasing.
Make growth easier to manage.
Connect the handoffs first. Agree who owns the records, who approves the exceptions and what your team needs to see each day.
Share the same records
Use agreed customer, supplier and item records across sales, purchases, stock and finance. Give new records an owner before duplicates spread.
Move approvals beyond the owner
Configure purchasing approvals around roles and agreed thresholds. Test rejection, resubmission and approver absence so routine decisions have a clear route.
Know what is still outstanding
Review open orders, customer balances, supplier payments and stock movements together. Give each follow-up a named person.
Keep locations coordinated
Agree item units and warehouse responsibilities. For transfers through a transit warehouse, confirm the destination receipt and reconcile goods still on the way.
Compare the same business measures
Use consistent account treatment and agreed dimensions for branch reporting. Review the same period before comparing locations.
Start with a manageable release
Pilot one cross-team flow, reconcile opening stock and balances, then add teams or locations after sign-off. Assess manufacturing and integrations separately where needed.
Inside Frappe ERP
See the records behind the work.
Follow a commitment into receiving, stock and accounting. These Frappe documentation screens show the records your teams will work with.
Carry the sale through to billing.
Keep the quoted items, dispatched goods and customer invoice available for the next team to review.
Buy against an agreed requirement.
Review a Material Request, record the supplier commitment and confirm what arrived. Configure the approval rules for your team.
Follow what moved through stock.
Use the Stock Ledger to review movements and voucher references. Keep the receiving responsibility clear as locations grow.
Follow up the money still due.
Review customer and supplier balances with finance, then agree who follows up each outstanding payment.
The people doing the work
Give each team a clear responsibility.
Owners and team leads
Delegate routine approvals with clear limits, and spend review time on the orders and decisions that need your attention.
Sales and operations
Work from agreed items and commitments. Make partial receipts, delivery changes and local exceptions visible to the next team.
Finance
Reconcile opening balances, review outstanding payments and keep location reporting consistent as the rollout grows.
Connected modules
Keep stock, buying and balances together as you grow.
- Sales & CRM
Follow enquiries, quotations and customer commitments.
- Purchasing
Manage supplier orders, receipts and approvals.
- Inventory
Review stock movements and warehouse balances.
- Accounting
Follow invoices, payments and outstanding balances.
- People
Assess the separate Frappe HR app as staffing grows.
