ERPNext case study

Our Special Project: Tech Magic Behind GramDharaa Gaushala!

Find out how we used ERPNext to help our client in the dairy industry sync their operations effortlessly between their gaushalas and stores, making their process smoother and more efficient.

This is a very special project for us, keep scrolling to know why.

General Overview!

GramDharaa Gaushala owns several gaushala stores, selling cow-based products across India. They have started NETTYAM, an initiative of Gramdharaa Gaushala towards a healthy lifestyle by selling eco-friendly and panchgavya products.

Struggling to keep both gaushala and stores in sync, along with inefficient inventory and logistics management - they reached out to Sanskar Technolab for end-to-end management (right from manufacturing, and inventory to sales and CRM).

Maharashtra, India.

Why This Special Project For Sanskar Technolab?

We didn't charge any money for this work!

It's part of our special CSR (Corporate Social Responsibility) program to help our peers and make a good impact in what we do best (technology and ERPNext).

Industry

Panchgavya Manufacturing

Apps implemented

ERPNext

Frappe HR

Framework

modules implemented

Manufacturing

Purchase

Sales

Quality Check

Accounts

Stock

Warehouse Management

Clients Vision & Mission!

Our client and founder of GramDharaa Gaushala are willing to normalize the consumption and appliance of cow-based organic products (in our day-to-day lives). However, to achieve his not-so-normal vision, efficient and comprehensive management is the key. To help them, boost efficiency and sales (of course), we leveraged the one-of-kind features of ERPNext.

With ERPNext's various features and modules - we have streamlined (almost) every process for our client.

But, Which Features?

Our team has connected with our client to better understand their needs, business processes, challenges and what solutions are they targeting.

After getting a thorough idea of their work and the solutions needed, our team seamlessly integrated ERPNext modules, managing manufacturing with precision, organizing inventory management, optimizing purchasing processes, enhancing customer relationships through CRM, and facilitating swift transactions at the point of sale.

The result is a cohesive system that blends the operations of gaushalas and stores for a more efficient and interconnected workflow.

Here Are The Numbers!

24%

GramDharaa Gaushala experienced a significant boost of 24% in sales.

36%

Our streamlined processes didn't just save time but supercharged employee efficiency by 36%.

98%

With ERPNext, GramDharaa Gaushala now enjoys an impressive 98% accuracy with inventory management.

92%

The enhanced CRM features contributed to an impressive 92% customer satisfaction rate.

The ERPNext Modules We Have Implemented For GramDharaa Gaushala!

Purchase Module

In addressing GramDharaa Gaushala's procurement challenges, our enhancements in the Purchase Module have significantly streamlined their purchasing processes.

Purchase order & invoice management: Introduced a custom field in the item child table, for precise item selection based on company and item code, for purchase orders and invoice management.

Customized print format: Implemented a tailored print format to ensure that documentation aligns seamlessly with the organization's requirements.

Email configurations for suppliers: The establishment of email configurations for better supplier correspondence & supplier relationship management.

GST purchase management: With the ERPNext Purchase module, our client can seamlessly handle GST intricacies, for tax management between loose and packaged products.

Manufacturing Module

In revolutionizing GramDharaa Gaushala's manufacturing processes, our interventions in the Manufacturing Module have been instrumental. We have tailored the solutions to create a cohesive manufacturing ecosystem.

Bill of materials: We have set up and customized the Bill of Material (BOM) to ensure accurate product assembly.

Customized production plan: Configuring and customizing the Production Plan and Operation modules for comprehensive production planning and operational efficiency.

Workstation setup: Our team has helped them with workstation setup and configuration to streamline the manufacturing workflow.

Production control: The introduction of work orders and Job Cards, coupled with routing configurations, for better production control and management.

Inventory Module

Our implementations in the Inventory Module have brought about a paradigm shift in Gram Dhara Gaushala's stock management.

Multi-location management: Configured the Warehouse Master for multi-location stock tracking across different locations.

Batch-wise tracking: The introduction of batch-wise product definitions in the Item Master enhances control and precise inventory management.

Easy re-ordering: Re-order level configurations optimize the replenishment process, guaranteeing timely restocking of essential items.

Enhanced categorization: Development of custom fields for item templates for specific item variants selection, for streamlined categorization.

Sales Module

Our enhancements in the Sales Module have been pivotal in transforming GramDharaa Gaushala's sales operations.

Sales Order & Invoice Management: Implemented custom fields in the item child table for precise item selection based on company and item code in the Sales Order and Invoice modules.

Customized print formats: Customization of print formats to ensure precise sales documentation.

Better leads and opportunities management: GramDharaa Gaushala can manage leads, contacts, and opportunities more effectively.

CRM Module

Our team at Sanskar Technolab has also implemented the ERPNext CRM module for Gram Dhara Gaushala to improve their customer-centric operations and boost customer satisfaction.

Master setup: We have set up the Customer Master, Address and Contact Master, Territory Master, and Brand Master for better management of customer data, contacts, and brand relationships.

End-to-End Customer data management: The configuration of the CRM module enables effective lead management and opportunity tracking.

Analytics for the win: ERPNext CRM modules include reports and analytics tools that provide valuable insights for data-driven decisions and improved business performance.

POS Module

In revolutionizing GramDharaa Gaushala's payments and retail experience as a whole, we have set up a POS module for them. By creating, updating, and deleting different POS profiles, we've tailored the system to the organization's specific needs.

Managing payments: The configuration of POS profiles includes managing modes of payment, opening entries, and closing entries for smooth retail transactions.

Advanced features implementation: Introduced features like managing POS shifts, handling returns and refunds, and even advance payments.

Branch-wise management: Configured branch-wise POS profiles for versatile store management across different areas.

Their Challenges & Our Solutions (Leveraging ERPNext)

Inefficiencies in Stock Tracking and Management

Challenge

The existing custom software struggled to effectively handle stock, leading to inefficiencies in tracking and managing inventory levels.

Solution

ERPNext brought an integrated approach to inventory management, providing a unified platform for seamless tracking and efficient management of inventory throughout the manufacturing cycle.

Sales and Accounting Hassles

Challenge

Sales and accounting issues were piling up, as the existing software lacked a comprehensive solution. The absence of integration between the ledger, accounting, and inventory disrupted financial workflows.

Solution

Sanskar Technolab integrated ledger, accounting, and inventory within ERPNext, eliminating operational gaps and streamlining financial processes with improved accuracy.

Manufacturing and Packaging Disconnect

Challenge

The manufacturing process in the gaushala and subsequent packaging in the store for selling lacked synchronization. This disjointed approach hindered the seamless flow of products from production to the store shelves, leading to inefficient tracking and management of operations.

Solution

ERPNext bridged the gap between gaushala manufacturing and store packaging, ensuring a smooth transition of products from production to store shelves. This synchronization enhanced the efficiency of the entire manufacturing cycle.

GST Complexity

Challenge

Managing GST posed a challenge, particularly in distinguishing between loose products from the gaushala (not applicable for GST) and packaged products in the store (subject to GST). This intricacy needed a more streamlined and accurate approach.

Solution

The ERPNext system was configured to handle GST intricacies, accurately distinguishing between loose products and packaged store products for end-to-end management.

Missing CRM and POS

Challenge

The absence of Customer Relationship Management (CRM) and Point of Sale (POS) systems hindered customer management and payments. This gap in technology impacted the overall customer experience and the efficiency of payment processes.

Solution

ERPNext introduced CRM and POS modules, addressing the lack of customer management and payment efficiency. It leads to a better overall customer experience, allowing for better communication and streamlined payment processes.

Our Services Extend Beyond ERPNext Implementation!

End-to-End Training

Our commitment extended beyond implementation as we provided comprehensive end-to-end training sessions. It involves assisting the team at GramDharaa Gaushala by using and managing the ERPNext system, ensuring they gain a thorough understanding of its functionalities and capabilities.

Modules-wise Sessions

To facilitate a deeper comprehension, we conducted specialized modules-wise training sessions for their team. Each module, including manufacturing, inventory, purchase, sales, CRM, and POS, was meticulously explained, allowing the GramDharaa Gaushala team to grasp the nuances of each feature and maximize its utility.

Bug-Fixing and Error Rectifications

Understanding the importance of a smooth and error-free system, our support extended to bug-fixing and error rectifications. We promptly addressed any issues that arose, ensuring a seamless and uninterrupted experience for GramDharaa Gaushala.

Feedback from our client!

Jay Gau Mata,

Thanks for your quick support for providing us ERPNext's modules as per our needs. Completed modules provided from your team is buying, selling, manufacturing, CRM and POS. Currently we are entering our trial data, and also We are checking and working on the same. We will soon activate all modules to fulfill Ved Khillar Goshala admin purpose.

Thanks again for your great gesture.

Gomata's Blessings will always with you.

Nitesh Ojha

Founder, Nettyam

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