ERP Implementation Checklist for Manufacturers in India

Use this checklist before an ERP vendor begins configuration. It turns “implement the ERP” into a series of decisions your factory can own.

Scope and ownership

• Name the first workflow and completion result.
• Assign a business owner and a decision-maker for every department involved.
• Record the normal flow, approvals, and high-frequency exceptions.
• List reports used to approve production, stock, dispatch, and cash decisions.

Data readiness

• Give every item a stable code, type, and default unit.
• Define purchase, stock, production, and sales UOM conversions.
• Confirm HSN, GST, GSTIN, addresses, and payment terms.
• Approve current BOM or recipe versions and yields.
• Count stock by item, location, batch, and actual UOM.
• Close stale orders and identify the open work that moves.

Configuration and controls

• Set document numbering, warehouses, stages, work centres, and quality points.
• Give users the minimum roles required for their daily work.
• Define who can approve, cancel, backdate, change rates, or release stock.
• Configure mobile or shop-floor steps with the actual operators.

Testing, training, and cutover

• Test one ordinary order plus partial, rejected, returned, and substituted cases.
• Reconcile quantities, values, GST, order balances, WIP, and reports.
• Train each role using a real factory example.
• Freeze old operational files and record the final transaction time.
• Import and sign off opening totals.
• Complete one live workflow and review adoption daily for the first week.

Continue with Factory Go-Live, FactoStack pricing, the implementation timeline, cost guide, and Excel migration plan.

Frequently Asked Questions