Bluebell Exim: ERPNext Implementation and Custom Modules for Global Trade

About Bluebell Exim

Bluebell Exim is an Ahmedabad-based agro-products export business with a portfolio spanning food, feed, fertilizers, and oils. Its international trading activities bring together procurement, processing, packaging, logistics, and export services.

More information about the company and its services is available on the Bluebell Exim website.

Project Overview

Midocean Technologies completed Bluebell Exim's ERPNext implementation in 2019. The engagement covered the full implementation and extensive custom development to support the business's operational requirements.

The delivered capabilities included custom export and import documentation modules, forex modules, and multi-company management. AI-based CRM lead enrichment was added later, extending the system's capabilities beyond the initial rollout.

The Business Requirements

International trading involves business processes that extend beyond a single sales or purchasing transaction. Trade documentation, foreign-exchange-related activities, customer development, and the management of multiple companies each introduce their own requirements.

Bluebell Exim's ERP scope called for these requirements to be supported through a combination of ERPNext implementation and tailored modules. Midocean's work brought those business-specific capabilities into the ERP environment through custom development.

Our Solution

1. Complete ERPNext Implementation

Midocean delivered the entire ERPNext implementation for Bluebell Exim in 2019, establishing the ERP foundation for the business.

The implementation was accompanied by custom module development and business-specific functionality, aligning the application with the scope of Bluebell Exim's operations.

2. Custom Export and Import Documentation Modules

Midocean developed custom modules for Bluebell Exim's export and import documentation requirements.

These modules brought trade-specific documentation functionality into ERPNext. The work addressed the need for documentation processes tailored to the business, within the same environment used for its ERP operations.

3. Custom Forex Modules

The development scope included forex modules for Bluebell Exim's foreign-exchange-related business requirements.

These were purpose-built ERP capabilities designed around the company's requirements. They formed part of the broader custom development supporting its international trading operations.

4. Multi-Company Management

The solution supported the management of multiple companies in ERPNext.

This provided a shared ERP environment that could accommodate company-specific activities. Multi-company management formed part of the engagement's operational scope, alongside the custom trade modules.

5. Later Enhancement: AI-Based CRM Lead Enrichment

After the 2019 implementation, Midocean added AI-based CRM lead enrichment.

This enhancement extended the CRM functionality with AI-assisted enrichment of lead information. Its purpose was to give sales teams additional context for lead research and follow-up within their CRM workflow.

The AI capability is a later enhancement to the ERP environment; the 2019 date refers to the original implementation.

Custom Development Around the Business

Bluebell Exim's engagement combined a complete ERP implementation with substantial custom module development.

The resulting scope covered trade documentation, forex requirements, multi-company management, and later AI-assisted CRM functionality. These capabilities illustrate how ERPNext can serve as the foundation for an application tailored to an international trading business.

Delivered Capabilities

• Complete ERPNext implementation delivered in 2019.
• Custom export and import documentation modules.
• Custom forex modules.
• Multi-company management within ERPNext.
• AI-based CRM lead enrichment added after the initial implementation.
• Extensive custom development for Bluebell Exim's business requirements.

Project Snapshot

• Client: Bluebell Exim
• Industry: Agro-products trading and exports
• Location: Ahmedabad, India
• Implementation year: 2019
• Platform: ERPNext
• Scope: Full implementation and custom module development
• Later enhancement: AI-based CRM lead enrichment
• Delivery partner: Midocean Technologies

Need ERPNext for Your Trading or Export Business?

Midocean Technologies helps businesses implement ERPNext and develop custom modules around their operational requirements.

Discuss your ERPNext implementation and custom development needs with our team.