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ERPNext Setup Review for a Medical Import Business
The owner of a medical equipment importer set up ERPNext himself and wanted it checked. Two sessions, about three hours in total, closed an issue with his web shop and one with purchase taxes.
Founder, Havenir Solutions
| Snapshot | Detail |
|---|---|
| Industry | Medical equipment import and distribution |
| Country | Switzerland |
| Setup | Configured by the owner, on a server an installer had set up |
| Scope | Purchasing, import taxes and web shop review |
| Time | Two sessions, about three hours, three days apart |
The situation
The client imports surgical equipment, such as biopsy forceps, and sells it through its own ERPNext web shop. Its owner had configured ERPNext himself: company data, a supplier and the product variants for a catalogue of more than 300.
He was not looking for an implementation. He wanted someone fluent in ERPNext to review what he had built, then take the next steps with him, one session at a time.
What he asked us to review
- Items: whether the details were entered correctly, including supplier numbers and taxes for imports.
- Supplier: whether anything was missing on the supplier record.
- First purchase: the first order, supplier invoice, payment and incoming inspection.
- Web shop: getting the ERPNext web shop into a usable state.
What the two sessions settled
- Web shop: the issue with it was closed by the second session. The shop is live today and lists his products by category.
- Purchase taxes: an issue with purchase taxes and charges was closed at the same time.
After the first session he wrote that it had gone well and that he would continue the following week. The second session took place three days later.
The free ERPNext health check reviews a self-built setup, including setups built with an AI assistant, and ends in a fixed-price quote for the fix.
