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Centralized ERPNext Implementation for Logistics and Finance

Fareed Logistics and Transport LLP is a dynamic logistics and supply chain solutions provider in Pakistan, facing significant operational hurdles due to fragmented data and manual processes.

Executive Summary

Fareed Logistics and Transport LLP is a dynamic logistics and supply chain solutions provider in Pakistan, facing significant operational hurdles due to fragmented data and manual processes. To achieve end-to-end visibility and efficiency, the company partnered with Deliverydevs to implement a centralized ERPNext solution. The project involved integrating standard CRM, Accounting, and HR modules with a powerful custom-built Freight Management module, all hosted on Frappe Cloud. The solution successfully unified all business functions, leading to enhanced data accuracy, superior financial control, and a scalable platform for future growth.

The Client

Fareed Logistics and Transport LLP is a dynamic logistics and supply chain solutions provider committed to delivering efficiency, reliability, and innovation across global and regional transportation networks. With a deep understanding of intermodal transportation, freight forwarding and warehousing, we empower businesses to move goods smarter and faster.

The Challenges

Prior to the ERP implementation, Fareed Logistics grappled with several critical operational challenges that hampered its growth and service quality:

Fragmented Data
Customer and operational data was siloed across multiple, disconnected systems, leading to inefficient customer service and a lack of a single source of truth.
Manual Processes
Key logistics functions, such as cargo booking and tracking, were performed manually. This resulted in delays, a high risk of human error, and a lack of accountability.
Financial Inconsistencies
Reliance on spreadsheets for financial tracking led to data inconsistencies, delayed reporting, and difficulty in managing cash flow effectively.
HR Inefficiencies
Manual payroll processing and poor visibility into employee attendance and leave data created administrative burdens and frustrated employees.

The company’s core goal was to digitize and streamline these functions into a single, integrated platform to enhance operational visibility, reduce redundancy, and drive informed decision-making.

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The Solution by Deliverydevs

Deliverydevs was selected to architect and deploy a comprehensive, cloud-based ERP solution. ERPNext was chosen as the core technology for its flexibility, comprehensive features, and open-source nature. The solution was deployed on Frappe Cloud for over 20 users.
The implementation was not just a standard setup; it was a tailored digital transformation project centered around a custom-built module designed specifically for Fareed Logistics’ unique business model.

Key Features Implemented

Custom Freight Management Module (The Core)

To address the client’s domain-specific needs, deliverydevs developed a bespoke Freight Management module with the following features:

Booking Management
Enabled the easy capture of all customer and cargo details during the initial booking phase.
Cargo Planning
Allowed operators to create jobs based on transit types (Road/Rail) and segmented services (First Mile, Middle Mile, Last Mile, Cross Stuffing).
Job Tracking
Provided real-time tracking of job status (e.g., Gate-In, In-Transit, Gate-Out) and linked each job directly to its corresponding Sales Order for financial traceability.
Automated Reporting
Generated detailed, automated reports for ground (warehouse) and train-related container movements, replacing manual reporting.
Job-wise Expense Recording
Enabled precise tracking of operational costs for each job, which seamlessly integrated into customer invoicing for accurate billing.

Integrated Customer Relationship Management (CRM)

The standard ERPNext CRM module was configured to centralize all customer-facing activities:

Customer Management
A 360-degree view of all customers, including interaction history, preferences, and relationship tracking.
Sales Pipeline Management
Full visibility into the sales process, from lead and opportunity tracking to customer quotations, improving forecasting and conversion rates.
Customer Service
Built-in tools to log, track, and resolve customer complaints promptly, improving service quality.

Financial Management

The ERPNext Accounting module provided complete control over the company’s finances:

Core Accounting
A transparent General Ledger, accurate invoicing, and comprehensive expense tracking (via Expense Claims and Purchase Invoices).
Financial Control
Clear tracking of Accounts Receivable & Payable, automated bank reconciliation, and full lifecycle asset management.
Strategic Finance
Tools for department-wise budgeting, cost center tracking, and automated tax management to ensure compliance and control spending.
Real-time Reporting
Dashboards and custom financial reports provided actionable insights to leadership.

Streamlined HR & Payroll

The HR module automated and brought transparency to employee management:

Employee Master
A central repository for all employee records, contracts, and documents.
Attendance & Leave
Integration with biometric attendance systems and an automated, self-service leave tracking system.
Payroll Processing
Automated payroll processing based on flexible salary structures, including all deductions, taxes, and loan/advance management.

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Impact and Results

The ERPNext solution, meticulously implemented by deliverydevs, had a transformative impact on Fareed Logistics:

Scalability for Growth: The modular structure of ERPNext provides Fareed Logistics with a solid foundation that can easily evolve and scale as the company grows.

Operational Efficiency
End-to-end visibility into both customer and freight operations allowed for faster, more informed decision-making and quicker service delivery.
Data Accuracy
The centralized “single source of truth” eliminated data duplication, reduced errors, and ensured all departments were working from the same information.
Enhanced Financial Control
Timely and accurate financial reports gave leadership a clear view of cash flow and profitability, enabling better strategic planning.
Improved Employee Satisfaction
A transparent and efficient system for payroll, leave, and attendance improved employee trust and reduced administrative friction.
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