Custom software: ERP, CRM, HRMS, portals: 290 Questions Answered

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Answers / Custom software: ERP, CRM, HRMS, portals

Custom software: ERP, CRM, HRMS, portals : questions and answers

290 questions, answered by WavX Solutions. More on this topic: www.wavxsolutions.in /services/custom .

what is erp software in simple words

ERP software is one shared system that runs a company's core operations: purchases, sales, stock, accounts, production and HR. ERP stands for enterprise resource planning. The point is a single database, so a sales order entered once updates stock, raises the invoice and reaches the accounts without anyone retyping it. A business usually needs one when the same figure lives in several spreadsheets and nobody is sure which copy is right.

What is the difference between an ERP and a CRM?

A CRM manages everything before the sale and around the customer; an ERP manages everything after the order is placed. CRM holds leads, follow-ups, quotations and the sales pipeline. ERP holds purchasing, stock, production, invoicing and accounts. The two meet at the confirmed order, which is why many businesses connect them or build them as modules of one system, so a won deal becomes a sales order without re-entry.

hrms full form and what it does

HRMS stands for human resource management system: software that keeps employee records and runs the routine HR work around them. A typical HRMS covers employee profiles and documents, attendance, shifts, leave requests and approvals, payroll and payslips, and often recruitment and appraisals. Its value is that salary is calculated from the same attendance and leave data HR already approved, instead of being rebuilt in a spreadsheet every month.

How do I know if my business is big enough to need an ERP?

Size matters less than how much retyping and reconciling your team does. The usual signs are orders tracked in Excel while billing sits in Tally, stock figures that differ between the godown register and the books, month-end GST figures that take days to pull together, and an owner who must phone three people to learn the day's position. If two or more of those are true, an ERP is worth scoping, even with fifteen staff.

What business functions does an ERP typically cover?

An ERP typically covers finance and accounting, purchasing, sales and order processing, inventory, production or service delivery, and human resources. Finance records ledgers, payables and receivables; purchasing handles requisitions, purchase orders and goods receipts; sales handles quotations, orders, dispatch and invoices; inventory tracks stock by location; production plans materials and work orders; HR covers staff, attendance and payroll. Few companies need all six on day one, so modules are usually built in phases.

I run a 25-person trading firm in Delhi. Billing and accounts are in Tally, orders and stock are in Excel, and leads come on WhatsApp. Should I get an ERP, a CRM, or both, and what should come first?

Start with the order-to-stock side, where a trading firm loses money: sales orders, purchase and stock as one system, with Tally kept for accounts and synced by integration. In WavX's published cost model a focused internal tool starts at ₹2,00,000 and a full ERP/CRM system at ₹9,00,000 before add-ons, so a first phase can begin well below the full figure. Add a light CRM for WhatsApp leads in phase two, on the same database. The price is negotiable, and a consultation at /contact will size your first phase.

Should I use Zoho CRM or get my own CRM built?

Use Zoho CRM if your sales process is ordinary and your team is small; build your own when the process is unusual or the user count keeps growing. Zoho is quick to start and widely used in India. A custom CRM makes sense when you need your own quotation logic, dealer hierarchy, WhatsApp flows or GST documents inside it, or when per-user fees for a large field team outweigh a one-time build. WavX builds your own software, fully custom, with a pricing model that fits you; write to helpwavx@gmail.com.

tally vs erp difference

Tally is accounting software; an ERP runs the operations that produce the accounting entries. Tally records vouchers, ledgers, GST returns and basic inventory very well, which is why most Indian businesses keep it. An ERP adds what happens before the voucher: enquiries, quotations, purchase approvals, production, dispatch planning, branch-wise stock and role-based workflows. Many businesses run a custom ERP for operations and push the final invoices and payments into Tally for the accountant.

We implemented Odoo three years ago and added so many custom modules that every upgrade breaks something. Our partner now quotes a large fee just to move to the current version. Should we keep patching, re-implement cleanly, or move to a fully custom ERP?

Audit what you actually use first. If most daily work runs through your own custom modules, you are already maintaining a custom ERP with an upgrade burden on top; rebuilding it as owned code removes that burden, and WavX's published cost model starts an ERP/CRM system at ₹9,00,000 (range ₹7.65L–₹11.25L) before add-ons. If standard modules still carry most of the load, a clean re-implementation with fewer customisations costs less. Patching indefinitely is the worst option. A rebuild can be phased module by module, and the price is open to discussion.

Does WavX Solutions implement SAP or Odoo, or only build custom ERP systems?

WavX Solutions is a 100% custom software development company and does not list SAP or Odoo implementation among its services. It builds ERP, CRM and HRMS systems as custom code on React, Next.js, Node.js, Python and PostgreSQL, and names Tally and Zoho among the tools it integrates with. A business that specifically wants a packaged SAP or Odoo rollout should approach a partner for that product; WavX is the fit when the system is to be built and owned.

per user erp license vs one time development cost

A custom ERP/CRM in WavX's published cost model starts at ₹9,00,000 as a one-time build, with maintenance at 15–25% of the build per year, however many staff log in. Per-user licensing is lower at the start and dearer as headcount grows, because every hire adds a monthly seat. Owning 100% of the code removes that recurring fee, and a smaller first module lowers the upfront figure. The crossover comes sooner the more users you have. WavX's price is open to negotiation; compare at /tools/software-cost-estimator.

I manage operations for a 60-person UK firm. We pay a per-seat subscription for our CRM and another for our job-management tool, and the total rises every time we hire. How do I work out whether a custom system would be cheaper over three years, and what would the build cost in pounds?

WavX's published cost model starts an ERP/CRM system at ₹9,00,000, roughly £7,000–10,000 before add-ons, quoted in INR. To compare over three years, add both subscriptions at expected headcount for each year; on the custom side take the build plus two further years of maintenance at 15–25% of the build per year, which is how the model defines three-year ownership. Add hosting and migration effort to be fair. With no per-seat fee, hiring stops raising the bill. The figure is open to discussion, and scope can be phased.

Can a client move a WavX-built ERP to another developer later?

A client can take an ERP built by WavX Solutions to any other developer, because the client owns 100% of the source code and IP and WavX states there is no vendor lock-in. The systems are written in widely used technologies such as React, Next.js, Node.js, Python and PostgreSQL, which other teams can pick up. To make a handover practical, ask for the repository, deployment access and documentation to be listed as deliverables in the written scope.

erp crm subscription price vs buying own software

A custom ERP/CRM in WavX's published cost model starts at ₹9,00,000, with a range of ₹7.65L–₹11.25L before add-ons and maintenance at 15–25% of the build per year. A subscription charges per user per month instead. Subscriptions suit small teams with standard needs; ownership suits businesses with many users or a process no package fits, since there is no monthly per-user fee once you own the code. Starting with one module keeps the first bill smaller, and WavX treats the price as negotiable. Try your inputs at /tools/software-cost-estimator.

We're a 120-person company growing about 30 staff a year, and every new hire needs a seat in our ERP, our CRM and our HR tool. Finance wants a three-year view. What does the cost of ownership of a custom-built system look like, and what would we still pay every year?

In WavX's published cost model a custom ERP/CRM starts at ₹9,00,000 before add-ons, and three-year ownership is the build plus two further years of maintenance at 15–25% of the build per year. At 120 users the first scale tier, up to about 1,000 users, applies with no multiplier, and adding 30 staff a year changes nothing in software fees. Beyond that you pay cloud hosting and usage-based services such as SMS or WhatsApp. The build price is open to discussion, and modules can be phased. Run your figures at /tools/software-cost-estimator.

production planning module in erp bom and work orders

A production module turns a sales order or forecast into a plan for materials and work. It stores the bill of materials for each product, calculates what must be bought or issued, raises work orders, tracks each stage on the shop floor, and records output, scrap and actual consumption. Comparing planned against actual material and time gives the true cost per batch. Businesses that assemble or process goods need it; pure traders can skip it entirely.

Which ERP module should we build first?

Build first the module where errors cost you the most money each month, provided it can work on its own. For most companies that is order processing with stock, or purchasing, because those touch cash daily. Finance is often left to the existing accounting package at the start and connected by integration. Avoid starting with the module that has the most internal disagreement about process; settle that on paper during discovery while the first module is being built.

I own a distribution business in Ludhiana with 60 staff. My team wants the new ERP to have sales, purchase, stock, accounts, HR and a dealer app all in the first release. The vendor says phase it. Who is right, and how should the phases look?

The vendor is right. Six modules in one release means six sets of masters, training and testing landing on 60 people at once, and a delay in any one holds up all. A workable sequence is sales, purchase and stock first, since they share items and parties; then accounts or a Tally sync with GST invoicing; then HR and payroll; then the dealer app once order data is clean. Each phase should go live and settle before the next begins.

can we start erp with two modules and add more later

Starting with two modules and adding the rest later is the normal way to build an ERP, as long as the data model is planned for the full system from the start. That means customers, items, branches and users are designed once and shared, so later modules plug into them. WavX builds systems API-first with a modular structure for this reason. Ask for the full module roadmap in the discovery document even if only the first phase is being quoted.

what is mvp in erp development

An MVP in ERP development is the smallest version of the system that can run one real process end to end in daily use. Instead of every module, it might cover only quotation to invoice, with the masters and roles that process needs. Staff use it for real work, feedback shapes the next phase, and money is not spent on features nobody asked for. It differs from a demo or prototype because actual transactions are recorded in it.

Can purchase approvals in a custom ERP be set by amount, so that small orders don't have to come to me?

Amount-based approval is a standard rule in a custom ERP. You define slabs, for example orders under ₹25,000 approved by the purchase head, larger ones by a director, and anything above a set figure by you, and the system routes each order accordingly. Approvals can be given from a phone, with reminders if one is pending, and a delegate can be named for when you travel. Every approval is stamped with who, when and what was changed.

what is a sales pipeline in crm

A sales pipeline is the set of stages a deal passes through from first enquiry to won or lost, shown as columns in the CRM. Typical stages are new lead, contacted, qualified, proposal sent, negotiation and closed. Each deal carries a value and an expected close date, so the pipeline shows how much business is likely to land and where deals are stuck. Its usefulness depends on stages matching real steps, with clear rules for moving a deal forward.

Can leads from my website, Facebook ads, WhatsApp and IndiaMART go straight into my CRM without anyone typing them in?

Leads from all of these can land in a custom CRM automatically. Website forms post directly to the CRM; Facebook and Instagram lead forms come in through Meta's API; WhatsApp enquiries arrive through the WhatsApp Business API, which WavX names among its integrations; and B2B portals are connected where they offer an API or a lead email that can be parsed. Each lead is tagged with its source, checked against existing phone numbers for duplicates, and assigned by your rules.

whatsapp business api crm integration india

A custom CRM connects to WhatsApp through the official WhatsApp Business API, not through a personal number or an unofficial tool. Incoming messages attach to the right lead, salespeople reply from inside the CRM, and approved templates send quotations, payment reminders or follow-ups automatically. Message charges from Meta are billed separately from the software, and templates need its approval. For Indian businesses whose buyers enquire on WhatsApp first, this keeps every chat on company record instead of in an employee's phone.

Can a custom CRM remind my team to follow up so that leads don't go cold?

Follow-up reminders are one of the first things built into a custom CRM. Every lead carries a next-action date; when it arrives the owner gets a notification on the app, by email or on WhatsApp, and overdue follow-ups appear on the manager's dashboard. Rules can go further: reassign a lead untouched for a set number of days, or send the customer an automatic message after a quotation. The reminder logic follows your sales cycle, not a preset.

I have 12 salespeople in Pune. Leads come by phone, WhatsApp and IndiaMART, each person keeps them in their own phone, and when someone quits the leads go with them. Follow-ups are missed all the time. What should a CRM do to fix this, and is custom worth it at our size?

The fix is one company-owned lead record with a compulsory next step. Route every source into a shared CRM, including WhatsApp through the Business API and portal leads where the portal provides an API or email feed, then assign each lead, require a follow-up date, and show overdue ones to the manager daily. Leads then stay with the company when staff leave. At 12 users a packaged CRM may be enough; custom is worth it if you also want quotations, orders or GST invoices in the same system.

crm email integration send and track emails

A custom CRM handles email in two ways. Outbound emails, such as quotations, reminders and campaigns, are sent through a delivery service like SendGrid or Mailchimp, with opens and bounces logged against the contact. Two-way mailbox sync, where replies from a salesperson's inbox appear on the lead's timeline, relies on the mail provider's API and needs each user's consent to connect. Decide which you need before the build, since simple sending is far less work than full sync.

I run a facilities services company in Dubai with 15 sales and support staff. Most customers message us on WhatsApp, about half of them in Arabic. I want a CRM where the team can work in English or Arabic and every WhatsApp chat is logged. Is that buildable, and what should I ask a developer?

It is buildable. Ask for three things in the scope: a full right-to-left Arabic interface that each user can switch to, not just translated labels; the official WhatsApp Business API with chats stored against each customer; and Arabic-capable search, templates and PDF quotations. Also ask where data will be hosted and how the build would be designed around the UAE's data protection law, with your own advisers signing off. WavX names WhatsApp Business API among its integrations and works 8:30 AM to 5:30 PM UAE time.

crm with gst quotation and proforma invoice

A custom CRM can generate GST-ready quotations and proforma invoices straight from a deal. The salesperson picks items, the system applies the customer's price list and discount limits, adds HSN codes and the CGST, SGST or IGST split by place of supply, and sends a branded PDF by email or WhatsApp. Revisions are versioned, discounts beyond a limit need approval, and an accepted quotation converts into an order or tax invoice without retyping, which is where CRM and ERP should share one database.

Can a custom CRM integrate with HubSpot or Zoho instead of replacing them?

A custom system can sit alongside HubSpot or Zoho and exchange data through their APIs instead of replacing them. A common split keeps marketing forms, email campaigns and lead nurturing in the packaged tool, while the custom system handles quotations, orders, service or billing, with contacts and deal status synced in both directions. WavX names both Zoho and HubSpot among its integrations. The sync rules, such as which system wins on a conflict, should be decided in discovery.

Can the biometric attendance machines we already have be connected to a custom HRMS?

Existing biometric machines can usually be connected, provided the device or its software lets punches be read through an API, a database or an export file. The HRMS pulls punches on a schedule, matches them to employees and shifts, and flags late arrivals, missed punches and overtime for approval. WavX lists biometric and attendance devices among the integrations for its custom software work. Share the make and model during discovery, because that determines how the connection is built.

leave management system with cl sl el and comp off rules

A custom leave module can follow the usual Indian leave structure and your own policy on top of it. Casual, sick and earned leave are set up as separate types with their own accrual, carry-forward and encashment rules; comp-off is credited from approved extra working days; and holiday calendars differ by state or branch. Requests go to the reporting manager from web or mobile, sandwich-leave and notice rules are checked automatically, and approved leave flows into attendance and payroll.

I run a factory in Faridabad with 80 workers on three shifts. Salary is made in Excel from a punching machine report and we get overtime disputes every month. What should an HRMS include to stop this, and what does WavX's cost model say it would cost?

WavX's published cost model has no separate HRMS line: the nearest category, an ERP/CRM system, starts at ₹9,00,000, while a narrower attendance-and-overtime tool fits the internal tool base of ₹2,00,000. The disputes come from re-keyed attendance, so the system must take punches from the machine, apply shift and overtime rules automatically and let each worker see their record before salary runs. Starting with attendance and overtime alone keeps the first build small. Price is negotiable; email helpwavx@gmail.com for a scoped quote.

employee self service app leave and payslip on mobile

Employee self-service on a phone is a standard part of a modern HRMS. Staff log in to apply for leave, check balances, mark attendance, view shift rosters, download payslips and tax statements, and update personal details, while managers approve requests from the same app. It can be delivered as a mobile-friendly web app or as a companion mobile app; in WavX's published cost model a companion mobile app is a ₹2L add-on to a software build.

We're a 150-employee contracting company in Abu Dhabi. Payroll is on spreadsheets, and we need the WPS salary file, end-of-service gratuity, leave salary and air-ticket entitlements handled properly. Can a custom HRMS do this, or should we buy a Gulf payroll package?

A Gulf payroll package is the faster route if its standard rules match your contracts; a custom HRMS is the better route when your entitlement rules vary by project, grade or contract type. A custom build can generate the WPS file in the format your bank specifies and calculate gratuity, leave salary and ticket accruals from rules your HR and legal advisers confirm. It can be designed around UAE labour requirements, but WavX does not certify compliance; sign-off stays with your advisers.

We're a 45-person services business in Melbourne. We want our own HR and rostering system, but payroll here means Single Touch Payroll reporting and super. Should a custom HRMS run payroll itself, or connect to a payroll product?

Connect to a payroll product. Single Touch Payroll reporting, super and award rates change often and are maintained by vendors whose software is built for the ATO's requirements; rebuilding that inside a custom HRMS means paying to track every rule change yourself. Build the parts that are specific to you, such as rostering, leave, onboarding and timesheets, and send approved hours to the payroll product through its API. From Melbourne, WavX's working day falls in your afternoon and evening.

Can payroll in a custom HRMS generate payslips and bank transfer files?

A custom HRMS payroll run can produce both. Once attendance, leave and variable pay are approved, the system calculates each employee's earnings and deductions, generates payslips as PDFs available in the employee login or by email, and exports a salary transfer file in the layout the company's bank accepts for bulk payments. It can also output data for PF, ESI and TDS filings. Bank file layouts differ, so the specific bank's format is collected during discovery.

hrms saudi arabia gosi wps mudad custom

A custom HRMS for a Saudi employer can be built to prepare GOSI contribution data, generate the wage file used for the Wage Protection System, track iqama and visa expiry, and handle Hijri dates and Arabic payslips. The calculation rules and file formats are taken from your HR and legal advisers, and submissions to government platforms such as Mudad are usually made by your team using those outputs. WavX can design around these requirements but does not certify compliance with Saudi labour regulation.

How many years of old data should we bring into a new ERP?

Bring in all master data and open transactions, and only as much closed history as people will really look up. Masters are customers, suppliers, items and employees. Open items are unpaid invoices, pending orders and current stock, with opening balances as of the cut-over date. For closed history, one or two years covers most queries; older records can stay in the old system or an archive in read-only form. Migrating everything multiplies cleaning effort for data nobody opens.

Our company in Coimbatore runs on a 15-year-old desktop ERP built in FoxPro by a local developer who has retired. There is no documentation, only the database and the screens, and it holds both pre-GST and GST-era invoices. How would a new team move us to a modern system without losing anything?

Treat the old database as the specification. The new team first reads its tables and reports to map what is stored, then sits with users to confirm which screens and rules are still used, since fifteen years leave many dead features. Data is extracted by script, loaded in trial runs and reconciled against old reports until totals match. Pre-GST invoices have a different tax structure, so keep them as read-only history instead of forcing them into the new format, and run both systems for one closing cycle.

move from tally to custom erp opening balances

Moving from Tally to a custom ERP starts with exporting masters and balances as of a cut-over date. Ledgers, parties with GSTINs, stock items with units and HSN codes, and price lists are exported, cleaned and imported. Opening balances cover ledger balances, bill-wise outstanding receivables and payables, and stock by godown. Many businesses cut over at the start of a financial year or a quarter so GST returns stay tidy, and keep Tally running for accounts with the ERP posting vouchers into it.

What if our customer list is full of duplicates and wrong phone numbers before we move to a CRM?

Clean the list before migration, because a CRM full of bad records loses the team's trust in the first week. The usual steps are: standardise phone and email formats, merge duplicates by phone, email and company name, mark records with no valid contact detail, and have each salesperson review their own accounts. Scripts handle the bulk; people settle the doubtful matches. Records that cannot be verified are imported as inactive, so they are kept but do not clutter daily work.

Is data migration included in the cost of a custom ERP from WavX Solutions?

Data migration is not a separately priced line in WavX's published cost model, where a custom ERP/CRM starts at ₹9,00,000 before add-ons; the migration included is written into each quote. The effort depends on the number of sources, how clean the data is, how much history moves and how many trial runs are needed. Moving only open records and recent history keeps that cost down. Ask for migration to be itemised, with your own cleanup duties stated; the price is open to discussion at the consultation.

erp gstr 1 report export for ca

A custom ERP can export GST return data in a form your CA can use directly. Since every invoice already carries GSTIN, HSN code, place of supply and tax split, the system can produce invoice-wise and HSN-wise summaries for GSTR-1, credit and debit note registers, and purchase registers for input credit matching, as Excel or JSON in the portal's upload layout. Filing itself stays with your CA or a GST software provider; the ERP's job is clean, reconciled data.

Can a custom ERP handle TDS on vendor payments and TCS on sales?

TDS on vendor payments and TCS on sales can both be handled in a custom ERP as configurable tax rules. Each vendor or customer carries its PAN and applicable section; the system deducts or collects at the rate set for that section when a bill or receipt is posted, tracks threshold limits across the year, and produces registers for challans and returns. Rates and thresholds are kept as settings your CA can review, because they change with the Finance Act.

erp with upi payment link and razorpay reconciliation

A custom ERP can put a UPI QR code or payment link on every invoice and mark the invoice paid when the money arrives. Through a gateway such as Razorpay, which WavX names among its integrations, the ERP creates a payment request for the invoice amount, receives the confirmation automatically, and posts the receipt against the right customer and bill. Bank transfers without a reference still need matching rules or manual review. Gateway charges are billed by the provider separately.

Our Brisbane wholesale business uses Xero and the accountant won't give it up. We want a custom system for orders, pricing and purchasing that pushes invoices into Xero with GST handled correctly. Is that a normal setup, and what's the ballpark in Australian dollars?

WavX's published cost model starts an ERP/CRM at ₹9,00,000, roughly A$14,000–20,000 before add-ons, quoted in INR, and a third-party integration such as Xero is a ₹60k add-on. The setup is normal: the custom system runs orders, pricing and purchasing, and Xero stays the ledger, receiving invoices, bills and payments through its API with the GST code on each line. Keeping Xero means you are not paying to rebuild accounting. The figure is open to discussion, and WavX can phase the work to suit your budget.

We're a 30-person company in Texas selling to customers in a dozen states. Our books are in QuickBooks and sales tax is a mess. If we build a custom order management and ERP system, how should it handle sales tax and QuickBooks?

Do not build sales-tax rates into the ERP; call a tax-calculation service instead. Rates and rules differ by state, county and product, and specialist services maintain them and return the tax for each order through an API. The custom ERP stores the result on the invoice and posts it to QuickBooks through its API. Neither is on WavX's named integrations list, so both would be scoped as third-party API integrations; the model's third-party integrations add-on is ₹60k.

custom erp singapore gst invoicenow peppol

A custom ERP for a Singapore company can produce GST tax invoices and connect to the InvoiceNow network through an accredited access point provider, which handles transmission over Peppol. The ERP generates the invoice data in the required structure and sends it to the provider's API; received invoices come back the same way. GST registration number, tax codes and SGD or foreign-currency totals are part of the invoice design. Confirm current IRAS requirements with your accountant when the scope is written.

I run a supply business in Nairobi with two branches. I need invoices that go through KRA eTIMS, and I want M-Pesa payments matched to invoices automatically. Can a custom ERP do both, and can I work with a team in India during my office hours?

Both are buildable as API integrations. The ERP sends each invoice to eTIMS and prints the returned verification details, and it receives M-Pesa payment notifications, matching them to invoices by reference number and flagging the ones that do not match. Neither is on the list of integrations WavX names, so each would be scoped as a third-party integration during discovery. Hours are easy: WavX's working day is 7:30 AM to 4:30 PM Nairobi time, Monday to Saturday.

We're a mid-size importer in São Paulo thinking about a custom ERP because packaged ones don't fit our process. But every invoice here has to be an NF-e authorised by the tax authority. Can a custom system handle that, or does it rule custom out?

It does not rule custom out, but do not build the fiscal layer yourself. Brazilian tax rules and the NF-e format change often, so the usual design is a custom ERP for your operations that sends each sale to a specialised fiscal-document service through its API, which calculates taxes, gets the NF-e authorised and returns the access key and document. The ERP stores those against the order. Interface and documents must be in Portuguese, and your accountant should validate the tax setup.

custom erp canada gst hst pst tax by province

A custom ERP for a Canadian business handles GST, HST, PST and QST as tax rules keyed to the province of supply. Each customer and ship-to address carries a province; the system applies the matching tax or combination on every line, shows the registration numbers and tax amounts on the invoice, and reports collected and paid tax by type for returns. Rates and place-of-supply rules are kept as settings your accountant confirms. Invoices in English and French can come from the same record.

Can I stop my sales staff from exporting the whole customer list?

Export rights can be restricted by role in a custom CRM. Salespeople can be limited to seeing only their own leads and accounts, with the export and bulk-download buttons removed for their role; managers can export with a logged reason; and phone numbers can be masked until a call is placed. Every export is recorded in the audit log with user, time and record count. No software stops someone photographing a screen, so pair this with an employment policy.

audit log in erp what is recorded

An ERP audit log records who did what, to which record, and when. For each create, edit, delete, approval and login it stores the user, timestamp, the record affected and the old and new values, and often the device or IP address. Users cannot edit or delete the log itself. It is used to trace how a figure changed, to investigate disputes, and to satisfy auditors. WavX lists role-based access control and audit logging among its custom software capabilities.

I own a wholesale business in Indore and I'm worried my accountant or billing clerk could edit or delete old invoices without my knowledge. In a custom ERP, what controls should I ask for so nothing can be changed quietly?

Ask for four controls. First, posted invoices cannot be deleted, only cancelled with a reason, and the number stays in sequence. Second, edits after posting need approval from a second person. Third, period locking: once a month is closed and GST is filed, nobody below you can touch it. Fourth, an audit log showing old and new values for every change, which users cannot alter, with a daily summary of edits and cancellations sent to your phone.

What should happen in the ERP when an employee with admin access leaves the company?

The account should be disabled the same day, not deleted, so the leaver's history and audit trail remain intact. A good offboarding routine in the ERP also reassigns their open leads, approvals and tasks, ends active sessions on all devices, revokes API keys they created, and changes any shared passwords they knew. If HR and the ERP share employee records, marking the exit date can trigger this automatically. Review the admin list regularly so there is never just one.

erp dashboard for business owner daily numbers

An owner's dashboard should answer the daily questions on one screen. The usual set is today's and month-to-date sales, orders pending dispatch, collections against outstanding receivables, payables due this week, cash and bank position, stock below reorder level, and exceptions awaiting approval. Each figure opens the list behind it. In a custom ERP the dashboard is designed per role, so the owner, sales head and stores in-charge each see their own numbers, drawn live from transactions.

Can my ERP send me a daily sales and collection summary on WhatsApp?

A custom ERP can send a scheduled summary to your WhatsApp every evening or morning. It compiles the day's sales, collections, outstanding dues and any exceptions, and sends them as an approved template message or a PDF through the WhatsApp Business API, to you and anyone else you nominate. The same can go by email or SMS. Alerts can also be event-based, such as a large order, a bounced cheque or stock falling below a set level.

I'm the finance head of a 200-person company. Our monthly MIS takes ten days because data comes from five spreadsheets and two systems. If we build an ERP, which reports should be automatic from day one so that we can close in three days?

Automate the reports that currently need manual consolidation. From day one ask for: profit and loss by branch or business line, receivables and payables ageing, cash flow, sales by customer and product with margins, stock valuation, and budget against actual. Each should draw from posted transactions with a period lock, so numbers do not move after closing. The three-day target also depends on process: cut-off dates for bills and approvals must be enforced inside the system, or reports will wait for late entries.

What does an analytics dashboard add to custom software cost in WavX's published model?

An analytics dashboard is an ₹80k add-on in WavX's published cost model, and exports and reporting a separate ₹50k. For an ERP/CRM system the base is ₹9,00,000; the worked example with roles, an analytics dashboard and reporting comes to about ₹9.3L–₹13.6L over 14–22 weeks. If budget is tight, launch with exports first and add the dashboard once you know which numbers matter. These are model figures, and the final price is negotiable. Try combinations at /tools/software-cost-estimator.

erp report numbers not matching accounts

ERP reports usually disagree with the accounts for one of four reasons. The reports use different date bases, such as order date against invoice date. One includes cancelled, draft or unapproved entries the other excludes. Back-dated entries were posted after the report was first run. Or the two define a term differently, for example sales with or without tax and returns. Fix it by agreeing one written definition per figure, locking closed periods, and showing the filter criteria on every report.

cloud erp vs on premise erp which is better

Cloud suits most businesses; on-premise suits those with a firm reason to keep servers in-house. A cloud ERP needs no server room, is reachable from any branch or phone, scales with usage, and has backups and updates handled by the hosting setup. On-premise gives physical control of data and works on the local network when the internet is down, but you pay for hardware, power, an administrator and your own backup discipline. Both can run the same custom software.

Can the ERP run on a server in our own office instead of on the cloud?

Custom ERP software can be installed on a server in your office, since it is your code and can be deployed where you choose. You would need suitable hardware, a UPS for power cuts, a static IP from your internet provider if branches or phones must reach it from outside, and someone responsible for backups and security patches. WavX's usual deployments are on AWS, Google Cloud or Azure with monitoring and backups, so raise an on-premise requirement at the first discussion.

Which cloud providers does WavX Solutions deploy ERP systems on?

AWS, Google Cloud and Azure are the three providers WavX Solutions deploys on, with CI/CD pipelines, monitoring and backups set up as part of launch. The choice between them usually follows the client's existing accounts, the data-residency region required, and cost for the expected load. The ERP stack itself, typically Node.js or Python with PostgreSQL, runs on any of the three, so the client is not tied to one provider and owns the source code if hosting is ever moved.

erp for branches with poor internet connection

Branches in smaller towns with unreliable broadband need an ERP designed to tolerate it, not a different ERP. Options are light screens that work on mobile data, a progressive web app or mobile app that stores entries on the device and syncs when the connection returns, and a 4G backup link at the branch. Billing and stock entry are the usual offline candidates; approvals and reports can wait for the connection. Offline sync adds design work, so list which branch tasks must never stop.

who owns the cloud account and database of custom erp

The safest arrangement is for the cloud account, domain and database to be registered in the client company's name, with the developer added as a user. That way hosting bills, backups and access stay under the client's control and a change of developer does not put the data at risk. With WavX the client owns 100% of the source code and IP. Ask for account ownership, admin credentials and the backup location to be stated in the written scope before work begins.

How much extra does it cost to add a mobile app to a custom ERP?

A companion mobile app is a ₹2,00,000 add-on in WavX's published cost model, on top of a software build such as an ERP or CRM whose base is ₹9,00,000. The real price depends on how many roles use the app, whether it must work offline, and whether it needs GPS, camera or barcode features. A mobile-friendly web version costs less and is enough for approvals and reports, so many clients start there. WavX is happy to discuss the figure aga