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EITS ERP Implementation Guide

Table of Contents

  1. Implementation Overview
  2. Development Environment Setup
  3. CRM Implementation
  4. Integration Layer
  5. ERPNext Implementation
  6. Implementation Timeline
  7. Environment Management
  8. Testing Strategy
  9. Deployment Pipeline
  10. Documentation Structure

Back

Implementation Overview

The EITS ERP solution will be implemented using Frappe's ERPNext and CRM modules, following a structured development approach with separate environments for development, staging, and production.

Architecture Overview

Development Environment (Bench)
├── ERPNext Installation
├── CRM Installation
└── Custom Apps & Integrations

Production Environment
├── CRM Production Instance
├── ERPNext Production Instance
└── Integration Bridge

Implementation Strategy

  • Modular Approach: Separate CRM and ERP implementations
  • Phased Deployment: CRM first, then ERPNext, followed by integration
  • Environment Separation: Development → Staging → Production
  • Documentation-Driven: Each component documented separately

Development Environment Setup

Bench Setup

Prerequisites

  • Ubuntu 20.04 LTS or later
  • Python 3.8+
  • Node.js 16+
  • MariaDB 10.3+
  • Redis
  • Git

Installation Steps

  1. Install Bench

    sudo apt update
sudo apt install python3-pip
pip3 install frappe-bench

  2. Initialize Bench

    bench init frappe-bench --frappe-branch version-14
cd frappe-bench

  3. Setup Environment

    bench setup socketio
bench setup supervisor
bench setup nginx

Reference Documentation

  • File: 01-bench-setup.md
  • Content: Detailed bench installation and configuration

ERPNext Installation

Installation Process

  1. Get ERPNext App

    bench get-app erpnext --branch version-14

  2. Create Site

    bench new-site eits-erp.local
bench --site eits-erp.local install-app erpnext

  3. Setup Administrator

    bench --site eits-erp.local set-admin-password [password]

Reference Documentation

  • File: 02-erpnext-installation.md
  • Content: Complete ERPNext setup, configuration, and initial customizations

CRM Installation

Installation Process

  1. Get CRM App

    bench get-app crm --branch main

  2. Install on Site

    bench --site eits-erp.local install-app crm

  3. Configure CRM

    bench --site eits-erp.local migrate
bench restart

Reference Documentation

  • File: 03-crm-installation.md
  • Content: CRM installation, basic configuration, and initial setup

CRM Implementation

CRM Development Environment

Custom App Development

  1. Create Custom CRM App

    bench new-app eits_crm
bench --site eits-erp.local install-app eits_crm

  2. Development Structure

    eits_crm/
├── eits_crm/
│   ├── lead_management/
│   ├── quotation_system/
│   ├── customer_portal/
│   └── site_visit_tracking/

Key Development Areas

  • Lead Management System
  • Enquiry Processing Workflow
  • Site Visit Scheduling
  • Customer Communication Hub
  • Quotation Generation

Reference Documentation

  • File: 04-crm-development.md
  • Content: Custom CRM development, workflows, and features

CRM Production Deployment

Production Environment Setup

  1. Server Provisioning
  2. SSL Certificate Configuration
  3. Domain Setup
  4. Database Migration
  5. User Access Configuration

Go-Live Checklist

  • Data migration completed
  • User accounts created
  • Permissions configured
  • Email integration tested
  • Backup procedures verified

Reference Documentation

  • File: 05-crm-production.md
  • Content: Production deployment, configuration, and maintenance

Integration Layer

The Bridge - CRM to ERPNext

Integration Architecture

CRM System → API Bridge → ERPNext System
    ↓           ↓            ↓
Leads →    Data Sync  →   Customers
Quotes →   Workflow   →   Quotations
Projects → Management →   Projects

Key Integration Points

  1. Lead to Customer Conversion
  2. Quotation Synchronization
  3. Project Information Transfer
  4. Document Management
  5. Financial Data Integration

Development Components

  • API Endpoints
  • Data Transformation Scripts
  • Webhook Handlers
  • Sync Schedulers
  • Error Handling Systems

Reference Documentation

  • File: 06-integration-bridge.md
  • Content: API development, data synchronization, and workflow automation

ERPNext Implementation

ERP Development Environment

Custom ERPNext Development

  1. Manufacturing Module Customization
  2. Project Management Enhancement
  3. Financial Integration
  4. Inventory Management
  5. Custom Reports and Dashboards

Development Areas

  • BOM Management System
  • Cost Calculation Engine
  • Project Tracking Dashboard
  • Custom Item Coding
  • Risk and Wastage Calculations

Reference Documentation

  • File: 07-erpnext-development.md
  • Content: ERPNext customizations, custom doctypes, and business logic

ERP Production Deployment

Production Setup

  1. High Availability Configuration
  2. Database Optimization
  3. Performance Tuning
  4. Security Hardening
  5. Monitoring Setup

Production Checklist

  • Master data imported
  • Chart of accounts configured
  • Item masters created
  • User roles defined
  • Integration tested

Reference Documentation

  • File: 08-erpnext-production.md
  • Content: Production deployment, optimization, and monitoring

Implementation Timeline

Phase 1: Foundation (Weeks 1-2)

  • Development environment setup
  • Basic installations completed
  • Initial configurations done

Phase 2: CRM Development (Weeks 3-6)

  • Custom CRM development
  • Workflow implementation
  • Testing and refinement

Phase 3: CRM Production (Week 7)

  • Production deployment
  • User training
  • Go-live support

Phase 4: Integration Development (Weeks 8-10)

  • API development
  • Data synchronization
  • Integration testing

Phase 5: ERPNext Development (Weeks 11-14)

  • Custom module development
  • Business logic implementation
  • Testing and validation

Phase 6: ERP Production (Week 15)

  • Production deployment
  • Final integration
  • System handover

Environment Management

Development Environment

  • Purpose: Feature development and testing
  • Access: Development team only
  • Data: Sample/test data
  • Updates: Frequent, automated

Staging Environment

  • Purpose: User acceptance testing
  • Access: EITS team and testers
  • Data: Production-like data
  • Updates: Controlled releases

Production Environment

  • Purpose: Live business operations
  • Access: End users only
  • Data: Live business data
  • Updates: Scheduled releases

Testing Strategy

Unit Testing

  • Individual component testing
  • Custom function validation
  • API endpoint testing

Integration Testing

  • CRM to ERPNext data flow
  • Workflow automation testing
  • Third-party integrations

User Acceptance Testing

  • Business process validation
  • User interface testing
  • Performance validation

Load Testing

  • System performance under load
  • Database optimization
  • Response time validation

Deployment Pipeline

Automated Deployment Process

  1. Code Commit → Git repository
  2. Automated Testing → CI/CD pipeline
  3. Staging Deployment → Testing environment
  4. User Acceptance → Business validation
  5. Production Deployment → Live environment

Rollback Strategy

  • Database backup procedures
  • Code version management
  • Quick rollback mechanisms
  • Emergency procedures

Documentation Structure

Individual Documentation Files

  1. 01-bench-setup.md - Complete bench installation guide
  2. 02-erpnext-installation.md - ERPNext setup and configuration
  3. 03-crm-installation.md - CRM installation and setup
  4. 04-crm-development.md - Custom CRM development guide
  5. 05-crm-production.md - CRM production deployment
  6. 06-integration-bridge.md - Integration development guide
  7. 07-erpnext-development.md - ERPNext customization guide
  8. 08-erpnext-production.md - ERPNext production deployment
  9. 09-testing-procedures.md - Testing methodologies and checklists
  10. 10-maintenance-guide.md - System maintenance and monitoring

Documentation Standards

  • Each file follows consistent structure
  • Code examples included where applicable
  • Screenshots and diagrams for complex procedures
  • Troubleshooting sections included
  • Version control for all documentation

Document Version: 1.0
Date: May 26, 2025
Implementation Team: EITS ERP Development
Status: Implementation Ready

Implementing the Custom Quotation

Here we will addressing 2 approaches:

  1. BOM Based Approach
  2. Project based Approach
  3. Printing
  4. Inventory Management

Development Site Credentials

site: erp.eitc.com administrator: erpeitc

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