Case study
How ERPNext helped a bag manufacturing company replace Odoo, Tally, and Spreadsheets
PFive, a bag manufacturer with units in Jamnagar and Ahmedabad, India, and Daixian, China, moved from Odoo, Tally, Google Sheets and Excel to one ERPNext system for sales, production planning, quality checks and accounts. It went live in 2025 after a four-month project.
Project facts
- Client
- Pfive Bags LLP
- Industry
- Manufacturing
- What we delivered
- One ERPNext system for leads and sales up to proforma invoices, production planning and daily production data, quality checks and QC records, and financial accounting, replacing Odoo, Google Sheets, Excel and Tally.
- Timeline
- 4 months, live in 2025
- ERPNext users
- 30+
- ERPNext modules
- CRM, Accounts, Sales, Purchase, HR, Payroll, Manufacturing and Inventory
- Results
- All major functions on one platform, with less manual coordination
- QC records digitally traceable and easier to retrieve during audits
- Accounts connected to operations, with better tracking of stock value and costing
- Fewer duplicate entries and spreadsheet errors
Challenges
- Lead management and the sales process, up to proforma invoice generation, were being handled in Odoo, while other departments worked on different platforms
- Production planning and daily production data were maintained in Google Spreadsheets, which made tracking, collaboration, and real-time visibility difficult
- Quality checks and QC records were managed in Excel files, making it hard to maintain proper traceability and support audit requirements
- Financial accounting was handled separately in Tally, creating a gap between operations and finance.
- Since data was spread across multiple tools, there was no single system to manage budgeting, costing, and overall business visibility effectively.
Benefits
- All major functions were brought into one platform, reducing dependency on disconnected tools and manual coordination.
- Planning became more structured, with better visibility into production status, material flow, and daily updates.
- QC records became digitally traceable, standardised, and easier to retrieve during audits.
- Accounts and business operations were connected, enabling better tracking of transaction flow, stock value, and business performance.
- Management gained better control over costing, expense tracking, and operational budgeting through centralised data.
- Duplicate entries and spreadsheet errors were reduced significantly due to controlled workflows and shared master data.
Impact
- Reduced manual reporting effort by 50% to 70%
- Cut audit preparation time by around 60%
- Reduced spreadsheet dependency by more than 70%
- Faster decision-making with near real-time business data
- Improved costing and budget control accuracy
Earlier, our business processes were scattered across Odoo, Google Sheets, Excel, and Tally, which created gaps in visibility, coordination, costing, and audit readiness. With ERPNext, we now have a centralized system that has streamlined operations, reduced dependency on manual files, improved reporting accuracy, enhanced team collaboration, and given management better control over planning, costing, quality, and overall business performance Midocean played a key role in helping us digitize and centralize our core business operations through ERPNext
Mr. Kishan Kalal, MD