SVC-ERP
Custom ERP
Orders, inventory, purchasing and finance postings in one system built around your process.
The problemOrders, stock and invoices live in different tools, and people re-key data between them.
An ERP holds your orders, inventory, purchasing and ledger postings in one database, so sales, the warehouse and accounting work from the same numbers. Packaged ERPs make you adapt to their screens and workflows. We build the modules you use, around how your team already works, and leave out the rest.
What we build
- 01
Order-to-cash
Quotes, sales orders, stock allocation, fulfillment status, invoicing and payment application, with credit-limit and past-due holds at order entry.
- 02
Procure-to-pay
Purchase requests, purchase orders, receiving against the PO, three-way match of PO, receipt and vendor invoice, and payables.
- 03
Inventory and costing
Multi-location stock, units of measure (each, case, pallet), lots or serials where you need them, FIFO or average costing, and valuation you can reconcile to the ledger.
- 04
Pricing
Customer-specific and contract prices, quantity breaks, promotions, and vendor or customer rebates and chargebacks.
- 05
Finance integration
AR and AP subledgers and invoicing, posting to your accounting package. Sales tax through a rate service such as Avalara or TaxJar, with resale and exemption certificates on file.
- 06
Roles, audit trail and reports
Permissions by role, a log of every change to a price, quantity or status, and the handful of reports your managers pull every Monday.
A sketch of the kind of screen
What ships first
- 01One core flow first, usually order-to-cash for a single location
- 02Item, customer and price data loaded from cleaned exports
- 03Roles, permissions and an audit log
- 04The five reports management uses most
- 05A posting integration to your accounting package
Scope is fixed in the proposal at the end of discovery. How a project runs
How we would judge it
- Minutes to enter an order
- Invoices corrected after issue
- Days sales outstanding
- Stock accuracy against counts
- Days to close the month
Works with what you already run
- Accounting packages (QuickBooks, Xero, Sage)
- Sales-tax rate services
- Payment processors
- Shipping carriers and rate services
- E-commerce storefronts
- EDI providers
- Bank feeds
Before we start
- A named owner on your side who can make decisions
- Exports of products, customers, prices and open orders
- Time with the people who run each process day to day
What we do not build, and when to buy instead
We do not build a general ledger, payroll or a tax-filing engine. Buy accounting software and payroll, and we will integrate with them. If a packaged ERP fits your process, we will help you shortlist it instead of proposing a build.
Questions about Custom ERP
Do we have to replace everything at once?
No. Most projects go live in stages: one process, location or team first. We order the stages by risk and payback.
When is a packaged ERP the better choice?
When your process is close to standard, when you need many modules on day one, or when you have no one to own a custom system after launch. Custom pays off when your process is part of what customers buy, when you pay for modules you do not use, or when spreadsheets sit on top of a package.
Do you replace QuickBooks?
Usually not. QuickBooks, Xero or Sage stays as the ledger and we post to it. We replace the spreadsheets, re-keying and separate tools around it.
Can it handle several companies or currencies?
Yes, when scoped. Multiple legal entities and currencies add accounting and reporting work, so we decide it in discovery, not mid-build.
Who owns the software?
You do. Source code, database, documentation and deployment scripts are handed over, and the code lives in a repository in your organization.
Industries that use this
Blueprints (illustrative)
SVC-ERP
Sound familiar? Orders, stock and invoices live in different tools, and people re-key data between them.
Send a project brief. Discovery ends in a fixed-price proposal for the first release, and you keep it whether or not you hire us.