Overview

Shreevari Energy Systems, a growing player in energy infrastructure solutions, sought a robust ERP solution to streamline its manufacturing, quality, inventory, and finance functions. The organization faced challenges in coordinating production workflows, maintaining quality benchmarks, and ensuring compliance with India’s GST and e-invoicing mandates. Our team delivered a fully customized ERPNext solution that aligned with Shreevari’s operational complexities, bringing transparency, efficiency, and traceability across departments.

Challenges

• Disconnected data across manufacturing bays, inventory, and finance
• Manual job tracking and inspection processes
• Lack of a scalable platform for compliance (E-invoice, Eway Bill)
• Limited visibility into resource utilization, subcontracting, and asset tracking

Our Solution

We implemented a modular and deeply customized ERPNext solution covering:

1. Master Data & Configuration

• Loaded over 1,000 master records including suppliers, customers, HSN codes, pricing structures, employee lists, and tax masters.
• Custom Alternate Unit of Measurement (UOM) setup for bundled products.

2. Manufacturing & Shop Floor Execution

• Multi-stage BOMs for Towers, Sections, and Shells
• Routing-based production planning with job cards per bay (Shell → Shell Fitup; Section → SF Section)
• Custom print formats for job cards, route cards, and work orders
• Real-time quality inspection checkpoints and consolidated inspection reports

3. Quality Management

• 12+ customized checklists for incoming, in-process, and final inspections
• Gate pass workflows with approval and tracking (Returnable & Non-Returnable)
• Shell & Section Route Card integration with input/output traceability

4. Sales, Purchase & CRM

• End-to-end purchase and sales cycles with customized print formats
• Invoice printouts embedded with QR codes and compliant with GST
• Lead tracking and customer-specific stock availability reporting

5. Finance & Compliance

• Taxation, Chart of Accounts, Cost Centers, Budgeting
• E-Invoice and E-Way Bill integration for Sales and Purchase workflows
• Single Invoice generation for multiple delivery challans
• Automated skill-based costing from employee timesheets

6. Asset & HR Management

• Asset module customization to manage vehicles, machines, and tools
• Salary slip configuration, component mapping, and payroll automation
• Assignment of multiple tasks per employee per day with timesheet support

Impact delivered

✅ Improved production throughput with job card automation
✅ Consistent quality control through digitized inspection workflows
✅ Faster and compliant invoicing with E-Invoice & Eway Bill automation
✅ Enhanced asset tracking and cost visibility across work orders
✅ Streamlined subcontractor management and delivery tracking

Conclusion

The implementation of ERPNext at Shreevari Energy Systems stands as a benchmark for manufacturing ERP customization. Our team’s ability to blend strategic process understanding with technical precision resulted in a solution that drives performance, reduces manual effort, and ensures full operational visibility.