ERPNext2 min read
ERPNext Upgrade Guide: Moving Between Major Versions Safely
How to upgrade ERPNext between major versions: inventory apps, handle features moved to separate apps, test on staging and run the production upgrade.
ERP platform · ERPNext
ERPNext consulting from people who also implement it
Not every ERPNext question needs a full implementation team. Some need a straight answer: will ERPNext handle our process, should we host on Frappe Cloud, why is our stock ledger out of balance, and is our current partner's estimate realistic?
Overview
The short version
Our consultants have configured, extended and rescued ERPNext systems. That shapes the advice: it is grounded in what happens after go-live, not in what a demo shows.
ERP Builders is an independent ERPNext services company and is not affiliated with or endorsed by Frappe Technologies. “ERPNext” and “Frappe” are trademarks of Frappe Technologies Pvt. Ltd.
01
Common engagements
Most consulting work is short, fixed-scope and ends with a written recommendation you can act on with us or without us.
Fit-gap assessment
Your processes walked through standard ERPNext, with each gap classed as configure, customise, custom app, integrate or out of scope.
Platform selection
ERPNext against Odoo, Tally, QuickBooks, Business Central or a custom build — scored against your requirements and total cost.
Health check
Review of configuration, server scripts, custom apps, permissions, performance and data integrity, with a prioritised fix list.
Project recovery
For stalled or troubled implementations: what to keep, what to revert to standard, and a realistic plan to go live.
02
What a health check usually finds
The same problems appear again and again: server and client scripts with no version control, custom fields added directly in production, stock entries posted with the wrong valuation, and role permissions so broad that anyone can amend submitted invoices.
None of these are hard to fix individually. Left alone, they make every upgrade riskier and every month-end close slower. We move customisations into a custom app with fixtures, tighten permissions and document what remains.
Process
How we deliver it
- 01
Brief
A short call to agree the question to be answered, the people involved and the deliverable.
- 02
Review
Workshops, system access where relevant, and analysis of configuration, code and data.
- 03
Recommendation
A written report with findings, options, costs and a recommended next step.
Related
Related Odoo services and topics
Odoo pages
Integrations
Insights
Related reading
ERPNext3 min read
ERPNext Manufacturing Guide: BOMs, Work Orders, Job Cards and Planning
How ERPNext manufacturing works: BOMs, workstations, production plans, work orders, job cards, backflushing, subcontracting, quality and costing.
ERPNext3 min read
Migrating from Tally to ERPNext: A Step-by-Step Guide
How to move from Tally to ERPNext: mapping ledgers, GST details, stock items and godowns, loading opening balances, picking a cutover date and reconciling.
FAQ
Frequently asked questions
Can you review an implementation another partner is running?
Yes. Independent reviews are common before go-live or when a project is slipping. We focus on facts — configuration, code quality, data and plan — rather than assigning blame.
Will you recommend ERPNext even if it is not the best fit?
No. We also deliver Odoo and custom ERP, and we have no licence revenue riding on the answer. If another platform fits better, the report says so and explains why.
How long does a fit-gap assessment take?
Usually one to three weeks, depending on the number of departments and how well current processes are documented.
Comparisons
Weighing Odoo against alternatives?
Odoo vs SAPIntegrated, extensible suite for SMB and mid-market versus the deepest enterprise ERP ecosystem on the market.Odoo vs Dynamics 365An all-in-one suite versus Microsoft's ERP ecosystem with deep Office, Teams and Power Platform integration.Odoo vs NetSuiteFlexible, lower-cost suite versus a mature cloud-only ERP with strong financials and multi-entity support.
Next step
Need an independent view on ERPNext?
Tell us what you are deciding and we will scope a short, fixed engagement.