Let me tell you about a client who was drowning in purchase orders. They had a small team of 5 buyers, but each person managed orders their own way. One used email, another used paper, and a third used a sticky note on their monitor. Total chaos.
When we stepped in with ERPNext Consulting, the first thing we did was map the entire process from start to finish. It took two hours, and the team was shocked at how many steps they’d forgotten.
The Four Mistakes That Were Eating Up Their Margins
- No approval workflow: anyone could place an order, even for items they didn’t need
- Duplicate orders: two buyers ordered the same item from different vendors
- Late confirmations: suppliers took 5 days to confirm, and nobody tracked the delay
- No price comparisons: buyers always went with the same vendor, never checking for better deals
ERPNext Consulting helped us cut approval time from 3 days to 4 hours. That’s a huge productivity gain for a small team.
What We Built Instead: A Workflow That Anyone Can Follow
We set up a simple system. Every purchase request goes into a queue. The manager reviews it once a day, then it moves to the buyer. The buyer can only send an order after checking the supplier’s price history. If the price is higher than last time, the system flags it.
Within 6 weeks, they reduced overspending by 18%. The team finally trusted their own process. And the owner stopped getting angry calls about missing stock.
ERPNext Consulting gave them a single source of truth for every purchase. No more sticky notes.