My firm has grown to 20 staff members and our current mix of spreadsheets and single-purpose apps can’t keep up. I need a unified ERP that pulls everything together—Accounting & Finance, Human Resources, Inventory, Logistics, and Sales—so data flows cleanly from one department to the next without duplication or manual re-entry.
Key expectations
• Multi-user access with role-based permissions for roughly 25 concurrent logins (allowing for future hires).
• Real-time inventory tracking tied directly to purchase orders, sales orders, and shipping.
• A complete accounting ledger (GL, AP, AR, bank reconciliation, basic reporting) that talks natively to the other modules.
• HR features for employee records, leave management, and payroll processing.
• Sales module that supports quotations, order confirmation, and pipeline visibility, automatically feeding revenue data to Finance.
• Logistics workflow that converts sales or purchase orders into shipping/receiving tasks, with status updates visible company-wide.
• Web-based interface (cloud or on-prem) so my team can work from desktops and tablets.
• Clean migration path from our current QuickBooks files and CSV stock sheets.
• Source code or full admin access on handover, plus documentation for everyday administration.
I’m open to a customised open-source platform (Odoo, ERPNext, etc.) or a ground-up build in a familiar stack—whichever delivers the above with stability, security, and a straightforward UI my non-technical staff can learn quickly.
Acceptance criteria
1. All five modules run from a single database and share records seamlessly.
2. A demo instance shows typical order-to-cash and procure-to-pay cycles working end-to-end.
3. Role matrix proves accountants, HR staff, warehouse, and sales reps see only what they need.
4. Final deployment plan includes user training outline and one month of post-go-live support.
If this scope matches your skill set, outline the tech you propose, an estimated timeline, and any similar ERP projects you’ve delivered.
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