The team moved from SAP to ERPNext, with Frappe CRM and Frappe HR, on one system with no per-user licence cost. Master and transaction data was migrated from SAP.

• Metal-rate pricing: a custom pricing module on Quotation fetches live gold, silver and platinum rates and calculates selling prices inside ERPNext, replacing the Excel sheets.
• Loss protection: if a Quotation or Delivery Note is priced below valuation rate, it goes to internal approval instead of going through.
• Manufacturing: labour charges are calculated from the Work Order, with Quality Inspection built into the flow.
• Job work: stock entries for material supplied by customers for job work are kept out of the accounts.
• Forex: a scheduler fetches exchange rates through an API and maintains a currency exchange list with spread-based rates for EUR–INR and USD–INR (both directions), applied to every transaction.
• Multi-currency parties: customers and suppliers are separated by currency and filtered by branch and currency on transactions, cutting wrong selections.
• Tray-level inventory: Branch and Tray are set up as inventory dimensions. Each tray belongs to a branch, and stock can be filtered by both.
• Indent commission: a custom process tracks and settles commission payable to Legor on imported materials.
• Controls: a credit approval dashboard for customer credit limits, role-based user permissions, and invoice naming series by branch.
• Compliance: GST details are fetched automatically through India Compliance.
• Reports: COGS, batch-wise gross profit, Other Metal Variance, MSME report for accounts, currency-wise customer and supplier reports, forex fluctuation tracking, and an MRP report with the company's own reorder formula. Power BI is connected for management dashboards.
• Mobile: CRM and HRMS mobile apps for sales visits, attendance, leave and expenses.
• Self-service: users now create their own print formats and reports. An internal wiki documents processes for all users, and support tickets go through a helpdesk app.