ERP Automation

Article Surendra Lal, Managing Partner · · 1 min read

Quick answer

ERP automation means software moves operational facts into or out of the system of record on a path you can audit. Keep the ledger you trust for a phase. Automate the retype and the notification. Do not confuse that with replacing the chart of accounts over a weekend.

Part of our guide to What Is Business Process Automation?.

Business Automation — What Is BPA? · When to Automate · Processes to Automate · Automation Cost · AI Business Automation · Workflow Automation · CRM Automation · ERP Automation → Business Automation Services

Automate the retype, keep the books

Most Indian SME “ERP automation” requests are: stop typing the same order into Tally, stop forgetting to tell the branch, stop updating three sheets. That is workflow and integration. It is not a new religion of modules. Wider ERP shape: what is custom ERP and ERP solutions.

Paths that usually work

  • Confirmed order creates a draft voucher or import for accounts
  • Dispatch status notifies customer or dealer
  • Job closed updates stock or WIP
  • Exception queue when totals or GSTIN disagree

Parallel run when money or stock is involved. Blazor or portal UI for the ops screen is covered under Blazor / .NET.

What to refuse

Big-bang chart-of-accounts replacement sold as “automation”. Unowned agents that post without a human on exceptions. A second ERP login that duplicates Tally. Commercial door: business automation services.

Related knowledge

How LavisTech can help

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