ERPNext Implementation

Run accounting, inventory, sales, purchasing, HR and projects in one open-source system. codeX sets up ERPNext for your business, migrates your data, customizes it to your processes and trains your team.

Why ERPNext?

ERPNext is a complete open-source ERP built on the Frappe framework. It covers accounting, sales, purchasing, inventory, manufacturing, HR and payroll, projects and CRM in a single system, without per-user license fees. That makes it a strong fit for growing companies in Lebanon and the GCC that have outgrown Excel or an entry-level ERP.

Most of the value comes from getting a few decisions right early: what to use as it comes out of the box, what to customize, and how to move data without disrupting daily work. codeX plans these with you before anything is configured.

A good implementation is mostly about your processes, not the software. We start by mapping how your company sells, buys, stocks and reports; configure ERPNext to match; migrate clean opening data; and train each team on the screens they use every day. Where you need more, we build custom DocTypes, reports, integrations and AI automations on top.

What we deliver

End-to-end ERPNext implementation, from first workshop to ongoing support.

Setup & Configuration

Setup & Configuration

Company structure, chart of accounts, taxes and VAT, warehouses, price lists, workflows and user roles.

Data Migration

Data Migration

Customers, suppliers, items, opening balances and stock moved from Odoo, QuickBooks, other systems or Excel.

Customization

Customization

Custom fields, DocTypes, print formats, approval workflows and reports built for how you work.

Integrations

Integrations

Connect ERPNext to your website or online store, payment providers, WhatsApp and other business systems.

Multi-Company Setup

Multi-Company Setup

Holding and subsidiary companies in one instance, with inter-company transactions and consolidated reporting.

Training & Support

Training & Support

Role-based training for each team and ongoing support, updates and improvements after go-live.

Our ERPNext implementation process

A phased rollout that keeps your business running while you switch.

Discovery
STEP 1

Discovery

Workshops with each department to map processes, reports and must-haves.

Configure
STEP 2

Configure

We set up companies, accounts, taxes, items, warehouses, roles and workflows.

Migrate
STEP 3

Migrate

We clean and import your master data and opening balances, then reconcile them with you.

Train & test
STEP 4

Train & test

Each team tests its real daily tasks and is trained on the screens it will use.

Go live & support
STEP 5

Go live & support

We switch over on an agreed date and stay with you through the first closings.

Who ERPNext is for

  • Trading and distribution companies

    Sales, purchasing, stock across warehouses and accounting in one place.

  • Manufacturers

    Bills of materials, work orders, production planning and costing.

  • Service and project businesses

    Projects, timesheets, billing and customer support.

  • Groups with several companies

    A holding with subsidiaries that need shared data and consolidated reports.

Frequently asked questions

What is ERPNext?

ERPNext is an open-source ERP system that manages accounting, sales, purchasing, inventory, manufacturing, HR, projects and CRM in one platform. It has no per-user license fee; you pay for hosting, implementation and support.

ERPNext or Odoo — which is better for my business?

Both are capable. ERPNext includes its full feature set without paid modules or per-user license fees, which keeps the cost predictable as you grow. Odoo has a larger app marketplace. codeX works with both and recommends based on your processes and budget.

Can you migrate our data from Odoo, QuickBooks or Excel?

Yes. codeX migrates customers, suppliers, items, opening balances and stock from Odoo, QuickBooks, other ERPs or spreadsheets, and reconciles the figures with your accountant before go-live.

How long does an ERPNext implementation take?

A standard setup for a small or mid-sized company typically takes a few weeks to a few months, depending on the number of modules, companies, customizations and how clean your existing data is.

Does ERPNext support Lebanese and UAE VAT?

Yes. ERPNext supports configurable tax templates, so we set it up for Lebanese VAT and UAE VAT, multi-currency transactions and local reporting requirements.

Where is ERPNext hosted?

On a cloud server of your choice, managed by codeX, or on your own infrastructure. We handle installation, backups, updates and security.

Talk to codeX about ERPNext implementation

Book a free 30-minute consultation. We review your needs and send you a short written proposal.