This post outlines the ERPNext implementation plan for companies, which operates in the trading and sale of any items and provides installation and maintenance services. The objective is to implement a custom e-commerce website integrated with ERPNext to streamline operations, enhance customer experience, and improve marketing campaign tracking.
Goals
- Develop a B2B e-commerce website with quotation-based pricing.
- Integrate the e-commerce website with ERPNext for seamless order, Item, Vendors and Customer management.
- Implement tracking for marketing campaigns within ERPNext.
- Integrate purchase order management, accounting modules, payment gateway, and WhatsApp communication.
- Improve overall operational efficiency and customer satisfaction.
E-Commerce Website Development
- Requirement: A custom e-commerce website for B2B customers.
- Features:
- Product catalog without pricing (quotation-based model).
- Request for quotation functionality.
- Integration with ERPNext for order and inventory management.
- Payment gateway integration for online payments.
ERPNext Implementation
- Requirement: Implementation of ERPNext to manage backend operations.
- Modules to Implement:
- Sales and CRM
- Inventory Management
- Accounting
- Purchase Order Management
- Marketing Campaign Management
- WhatsApp Integration for customer communication
- Paymentgeateway setup
Integration Plan
- Requirement: Seamless integration between the e-commerce website and ERPNext.
- Integration Points:
- Customer Data Synchronization
- Order Management
- Inventory Updates
- Quotation and Invoice Management
- Purchase Order Management
- Payment Gateway
- WhatsApp Integration
- Requirement: Seamless integration between the marketing campaigns and ERPNext.
- Integration Points:
- Setting up marketing campaigns (Google , Meta , Linkedin, etc)
- Setting up the tracking code of source of campaigns
- Setting up sales & lead funnel
Project Phases
1.Planning and Requirements Gathering
- Stakeholder meetings.
- Define project scope and requirements.
2.Design and Development
- Design the e-commerce website interface.
- Develop custom features for quotation-based pricing.
- Configure ERPNext modules.
3.Integration and Testing
- Integrate the e-commerce website with ERPNext.
- Implement payment gateway and WhatsApp integration.
- Conduct end-to-end testing.
4.Deployment and Training
- Deploy the solution.
- Train employees on new systems.
5.Marketing Campaign Setup
- Configure marketing campaign tracking in ERPNext.
- Plan initial marketing campaigns.
Conclusion
With the power of lowcode/nocode frappe framework ERPNext implementation for an e-commerce business is easy and effertless, discuss with our team for more customzation and ERPNext intagration plan for your bsuiness. write to us sales@c9infotech.com
also understand the key points of ERPNext implementation cost
