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ERP Implementation Service 01

One system for the office and the field

We set up BeatOS ERP and the field apps around the way your business already sells, buys, stocks and bills, then stay with you until your team runs it on their own.

Book a free consultation See how a project runs
  • Your process, not a template
  • Field and accounts on one login
  • No lock-in
Go-live planOn trackKulkarni Agro Inputs
Business study
Signed
Setup
Done
Data migration
Checked
Training
Live
Go-live
SellingStockAccountsGSTField TrackTelecalling

What we set up

Every department, on the same records.

We switch on only what you use. Each part shares one database, so an order taken in the field is the same order your accounts team bills.

01

Selling & CRM

Leads, quotations, sales orders and price lists.

  • Your lead stages and sources
  • Quotation and order formats
  • Credit limits and payment terms
02

Buying

Purchase requests, orders and supplier bills.

  • Approval before purchase
  • Supplier price comparison
  • Receipts against orders
03

Stock

Warehouses, batches and stock movement.

  • Batch and expiry tracking
  • Reorder levels
  • Transfers between godowns
04

Accounts

Ledgers, receivables, payables and banking.

  • Your chart of accounts
  • Outstanding and ageing
  • Bank reconciliation
05

GST & compliance

Tax templates and returns set up for your GSTINs.

  • HSN and tax split on invoices
  • E-invoice and e-way bill
  • GSTR reports
06

HR & payroll

Employees, leave, attendance and salary.

  • Shifts and holiday lists
  • Leave policies and approvers
  • Salary structures
07

Manufacturing

For teams that make what they sell.

  • Bills of materials
  • Work orders
  • Material consumption
08

BeatOS field force

The apps your reps and managers use every day.

  • Attendance and live tracking
  • Beats, visits and tasks
  • Expenses and approvals

How it runs

Five steps, each signed off before the next

You always know what we are doing, what we need from you, and what is left.

  1. Business study

    Ends with your sign-off

    We sit with sales, stores and accounts to see how work really moves today, and write down how each step will run in BeatOS.

    YouWalk us through a normal day and share sample bills, orders and reports.
    WeMap every process, flag what changes, and agree the plan with you.

  2. Setup

    Company, roles and formats

    Company, taxes, chart of accounts, warehouses, roles, approval rules and print formats, plus the field set-up: duty policy, beats, travel policy and targets.

    YouAnswer setup questions and approve the print formats.
    WeConfigure everything and show it to you on screen as we go.

  3. Data migration

    Totals matched

    Customers, items, opening stock and balances move in from your old system and are checked against your own reports. How we migrate data →

    YouShare the files and confirm the matched totals.
    WeClean, load and reconcile, and show you every difference.

  4. Training and practice

    On your own data

    Each team learns its own part, then runs a few days of real work in the new system before go-live. How we train →

    YouFree up your people for short sessions and the practice run.
    WeTrain by role and fix what the practice run shows up.

  5. Go-live and hand-holding

    We stay close

    Your team switches over, and we stay close through the first weeks for questions, small changes and the first month-end. Support after go-live →

    YouUse the system for every order, visit and bill.
    WeAnswer quickly, fix fast and check the first reports with you.

Go-live day

What you have when you switch over.

Not a demo system. Your company, your masters and your people, ready for tomorrow's first order.

  • Every user signed in, with the right role
  • Opening balances matched to your books
  • Your print formats on every document
  • Reps checking in from the BeatOS app
  • Managers seeing the team, approvals and targets
  • A named person to call for help
Go-live checklistLive6 of 6
  • Company, taxes and accountsReady
  • Customers, items and balancesMatched
  • Users, roles and approvalsReady
  • Invoice and order print formatsApproved
  • BeatOS app on every rep's phoneInstalled
  • Practice run with real ordersPassed
One loginOne databaseWorks offline

FAQ

Before you start

Something else on your mind?

Tell us how your business runs today and we will tell you honestly what fits.

Ask us directly →
Will we have to change how we work?

Only where it helps. The business study starts from how you work today. Where BeatOS ERP already does it your way, we set it up that way; where a change would save effort, we explain it and you decide.

Can we start with the field force only?

Yes. Many teams start with attendance, visits and expenses in BeatOS, then add selling, stock and accounts. Everything already shares one database, so nothing has to be moved later.

Who owns the system and the data?

You do. The data stays in your own database, on managed cloud hosting or on your own server.

Do you handle more than one company or branch?

Yes. BeatOS ERP supports several companies, branches and warehouses in one system, each with its own accounts and permissions.

What do you need from us to begin?

A few hours with the people who run sales, stores and accounts, sample documents, and one person on your side who can take decisions quickly.

Other services

Everything around the rollout.

Plan your rollout with us.

A free first call to understand your business and sketch the plan.

Book a free consultationSee the apps