Sandeep Enterprises – Tally to ERPNext Transformation
We helped Sandeep Enterprises (Trading and distribution firm) to move from Tally, Excel, and Word to ERPNext, streamlining all core business operations on a single integrated platform.
About Sandeep Enterprises
Established in 1986, Sandeep Enterprises is a trusted supplier of industrial tools, machinery, welding equipment, air compressors, and workshop solutions. Serving customers across North Bengal, Sikkim, Bhutan, and Nepal, the company has built a strong reputation for quality products, reliable service, and long-term customer relationships.
With nearly four decades of industry experience, Sandeep Enterprises continues to provide complete equipment solutions to businesses, government organizations, and industrial customers.
The Challenges
- Business operations were managed across multiple systems, Tally used for basic accounting, Microsoft Word for print formats, and complex Excel spreadsheets for reporting.
- Since information was spread across different tools, it was difficult for the team to get a complete picture of the business.
- Sales, purchasing, inventory, and accounting information was not available in a single platform and the team often had to collect information from different sources before preparing reports.
- Management did not have easy access to all the information needed to quickly understand business performance and make informed decisions.
- As the business grew, managing information across different systems became increasingly difficult and time-consumin
- Creating quotations was slow, tedious and error-prone.
Modules & Processes Implemented
1. CRM & Sales
The sales team can now easily capture a Lead & move it to an Opportunity, then to a Quotation and finally to a Sales Order, with just a single click & without entering the same information again.
Quotation Print formats were standardised & were given a professional look with all information neatly captured.
Followup on Quotation now became super easy & everyone had an eye on the open quotations. The sales team can now quickly generate and send the right quotation, making the overall quotation process faster and easier.
The Impact: Zero data re-entry. Initial Lead and Opportunity details flow into the final invoice with a single click. Complete visibility and control over inventory, stock movements, and warehouse operations.
2. Inventory Management
Inventory operations were centralized through ERPNext, providing complete visibility and control over stock movements and warehouse activities.
- Stock management was also simplified through automatic reordering, Stock Entry for moving or adjusting stock, and Stock Reconciliation to keep system stock matched with the actual physical stock.
- Managing serialized items has also become much easier. The team can easily track the movement of each serial number for both inward and outward transactions using the Serial Number Ledger Report.
- The team can now check stock across multiple companies and warehouses directly from the Stock Balance Report. Since the data is live and real-time, they no longer need to depend on individual teams or separate sources to understand their current stock position.
3. Buying (Procure-to-Pay)
Purchasing was transformed from a manual process into a structured workflow.
Earlier, the purchasing process was mostly handled manually. Now, the team starts with a Material Request, creates a Purchase Order, and records the Purchase Receipt when the goods arrive. This makes it easier to track each purchase from the initial requirement to the final receipt.
The Procurement Tracker and other related reports also help the team keep track of the complete buying process.
4. Finance & Accounts
After moving from Tally to ERPNext, the accounts team no longer has to manage financial information separately from sales, purchases, and inventory.
Purchase Invoices can be linked with the Purchase Order and Purchase Receipt, making it easier to check whether the bill matches the goods ordered and received. The same connected process is followed for sales as well.
The Payment Entry workflow helps them follow their approval process.
For bank reconciliation, the team uses the Mint app, which has made the reconciliation process much easier, especially since they manage data from multiple bank accounts.
The team now has access to real-time financial information directly from the system.
- Real-time Financial Statements
- Accounts Receivable (A/R) and Accounts Payable (A/P) tracking
- Balance Sheet and Profit & Loss reports
- GST-compliance
- Bank Reconciliation for accurate financial records
Compliance
E-invoice , eway bill & filling of GSTR-1 and auto purchase reconciliation, everything related to GST is done from inside the system
To make GST and compliance monitoring easier, custom Number Cards help the team quickly track important pending and failed activities, such as shipping bill not generated, E-way bill part B pending, E-Invoices Pending, Failed, Pending Cancellation, Draft Invoices.
A dedicated GST Snapshot workspace where the team can compare the current month’s data with the previous month’s data using Number Cards. The data is organized based on different GST treatments, such as intra-state, inter-state, exports, and others, making it easier to monitor and review GST-related activities.
The team can now view all important financial information in ERPNext, including receivables, payables, Balance Sheet, Profit & Loss, GST reports, etc. Management can easily check the company’s financial position whenever needed.
5. Real-Time Dashboards & Business Insights
User-wise workspaces made everyday work more organized by allowing each user to see their relevant tasks and information in one place.
A dedicated Management Dashboard and Key Metrics workspace brings important business information together in one place. With Number Cards, shortcuts, links, charts, and reports, the management team can quickly access the information they need and keep track of important business activities.
6. Customized Print Formats
Around 30 different print formats are available to meet the client's various business requirements. Since each format is designed for different conditions and scenarios, the team can now generate the required documents directly from ERPNext instead of creating them manually in Microsoft Word.
Business Impact
- All key business operations are now managed in one connected system.
- 80% reduction in the turnaround time from enquiry to quotation.
- Better task focus and follow-up with personalized workspaces, Number Cards, and Shortcuts.
- Less duplicate work and less dependency on Excel and Word.
- Different departments can now work together more smoothly with all the information available in one centralized system.
- The streamlined process also helped reduce manual errors.
- The team can now see the latest business information and make decisions more quickly.
- With information in one system, data is more accurate and day-to-day processes are easier to manage.
- Today, Sandeep Enterprises operates on a single integrated ERPNext platform.
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