Boche Appliances ERPNext Project Case
Study

Introduction

BOCHE Appliances, a home appliances brand, approached us with the need to streamline their business operations and online sales through a unified digital solution. As the brand continues to expand, managing product sales, GST-compliant billing, stock, and customer interactions became increasingly complex. They required an E-commerce website integrated with ERPNext backend to provide a seamless shopping experience for customers while ensuring automated billing, accounting, and operational efficiency at the backend.

Our goal was to design and implement a solution that not only delivered a modern, responsive, and dynamic E-commerce website but also fully synchronized with ERPNext modules such as Accounting, Buying, Selling, Stock, and Website. This allowed BOCHE Appliances to manage both online and internal sales operations without conflicts, ensuring real-time reporting, better customer experience, and improved efficiency across departments.

Challenges

Integrating a single ERPNext instance for all processes is generally possible. However, in this case, the client’s existing ERPNext installation is already being used extensively for multiple purposes—GST billing, website orders with the complete sales and delivery flow, and various internal operational needs.

Due to the complexity of these requirements, combining both the website sales flow and the internal sales billing into a single unified sales process was not practical. Instead, we proposed a structured categorization approach using Customer Type, Customer Group, and User Type to clearly separate and manage the two workflows:

  • Customer TypeIndividual or Company
    This defines the website customers and their corresponding website sales flow. By isolating website transactions, we can ensure that online sales data remains separate from internal billing operations.
  • Customer GroupIndividual, Commercial, Government, Non-Profit, etc.
    This classification is used for internal sales billing purposes, allowing us to separate internal transactions from website-based sales.
  • User TypeWebsite User or System User
    A Website User represents an official customer accessing the webshop to place orders. A System User represents internal backend administrators and team members responsible for managing operations, sales, and billing.

 

By implementing these classifications, the client can easily segment and filter data for specific reporting needs. For example:

  • Daily sales from the website can be exported separately from internal transactions.
  • Monthly internal sales reports can be generated without including website order data.
  • Customer-specific analytics can be conducted without overlap between different sales channels.

This structured separation ensures smoother operations, prevents data conflicts, and allows the business to handle both online and offline sales processes efficiently—without compromising reporting accuracy or operational flow.

Benefits

Faircode implemented a custom frontend using HTML, CSS, and JavaScript, fully integrated with ERPNext on the backend to enable a seamless website purchase experience with automated backend bill generation. The solution ensured smooth coordination between the online store and ERP operations.

Key Implementation Highlights:

  • Dynamic Page Creation for Regular Updates
    Designed and developed multiple dynamic pages to efficiently manage and update website content without requiring manual HTML changes. This allows the client to publish new products, offers, and information quickly.

  • Integration with India Compliance for GST Billing
    Implemented full compliance with Indian GST regulations by integrating the India Compliance module in ERPNext. This ensures accurate tax calculation, proper GST invoicing, and audit-ready reporting.

  • Automated Customer Email Notifications
    Configured automated email workflows to send order confirmations, payment receipts, and status updates to customers, improving transparency and customer satisfaction.

  • Automatic Bill Creation in ERPNext
    When a customer purchases a product on the website, ERPNext automatically generates the corresponding sales invoice and accounting entries without manual intervention, ensuring a faster and error-free billing process.

  • Seamless Customer & User Creation on Signup
    Every new website signup triggers an automated process in ERPNext that creates both a Customer record (for sales transactions) and a User account (for customer portal access), maintaining a synchronized database.

Custom Workspace for Quick Access to Billing & Transactions
Developed a dedicated ERPNext workspace module to give backend staff one-click access to billing, transactions, and key sales documents. This reduced navigation time and improved operational efficiency.

Impact

In addition to the automated billing and transaction features, the system enables real-time monitoring of business performance. With ERPNext’s reporting capabilities, the client can instantly view:

  • Daily Orders – Track the number of orders received each day for operational oversight.
  • Best-Selling Products – Identify top-performing products to plan promotions and inventory restocking.
  • Comprehensive Reports – Generate sales, revenue, tax, and customer reports, all exportable in multiple formats such as Excel, CSV, or PDF for further analysis or sharing.

     

Dynamic Website Management
We designed the website to be fully dynamic, allowing the client to make updates without any technical knowledge. This includes:

  • Adding new products and categories instantly.
  • Setting special offers or discounts on selected items.
  • Publishing blog posts or news stories to engage customers.
  • Updating footer details, banners, and promotional sections at any time.

     

Responsive, Cross-Platform Experience
The website is fully responsive, ensuring optimal display and usability across desktops, laptops, tablets, and mobile devices. Customers can log in and shop seamlessly on any platform, with a fast and smooth browsing experience free of lag.

GST Filing Made Easy
By integrating the GST reporting module within ERPNext, the client can file GST returns directly from ERPNext with just a single click, ensuring compliance while saving time and effort.

User Access Control & Security
We implemented granular user restrictions for both customers and internal employees. This ensures that:

  • Customers only see their own transactions and account details.
  • Internal staff have role-based permissions to access only relevant modules and documents.

     

Automated Workflows for Website & ERPNext
End-to-end workflows were automated for both the website and ERPNext, covering:

  • Customer signup and profile creation.
  • Order processing and payment recording.
  • Invoice generation and delivery updates.
  • Stock adjustments and accounting entries.

     

This automation minimizes manual work, reduces human errors, and ensures smooth, consistent transactions between the online store and ERP backend.

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