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Going live with ERPNext is a big moment. But the real work starts right after that day. Many companies in the UAE tell the same story: the go-live feels exciting, but the next few weeks feel stressful. Teams feel unsure. Data gets messy. Workflows slow down. Reports look confusing. This is where a strong UAE ERPNext post-implementation checklist becomes important.

The first 90 days after ERPNext go-live decide if your system will support your growth or create daily frustration. During this period, businesses face common problems like wrong data entries, unclear user roles, missing approvals, VAT mistakes, slow POS billing, stock mismatches, and late bank reconciliations. These issues are normal, but they must be handled fast.

This guide gives you a step-by-step ERPNext stabilization checklist to follow in the UAE business environment. You learn how to clean data, fix workflows, train your team, review KPIs, and build daily habits. You also learn what trading companies, service companies, and retail/POS businesses should do differently. Every step is simple, calm, and easy to follow. By the end of this blog, you will feel in control and ready to use ERPNext with confidence.

First 30 Days: Stabilize and Clean Up

The first month sets your foundation. Your goal is to make sure the system feels stable, your data looks clean, and your team uses ERPNext every day. Think of this stage as housekeeping. This is when you clean, fix, and support your team so they feel ready.

1. Follow ERPNext Data Cleanup Steps Every Week

During the first 30 days, data mistakes are normal. Your team is still learning.

Check these every week:

• Sales Orders, Delivery Notes, and Invoices
• Purchase Orders, Purchase Receipts, and Bills
• Stock Entries and stock movement history
• Journal Entries, Payments, and bank transactions
• VAT fields and tax category selections

Look for:

• Missing fields
• Wrong dates
• Wrong VAT rates
• Items that do not match real stock
• Negative stock quantities
• Duplicate entries

Trading companies should check item codes and UOM.
Service companies should check timesheets, project tasks, and cost centers.
Retail/POS businesses should check POS invoices and cash/credit settlement accuracy.

2. Track User Activity to Support ERPNext Training and Adoption

Use the Activity Log two or three times a week.

Check:

• Who created documents
• Who edited documents
• Who avoided using ERPNext
• Who made repeated errors

Talk to your team kindly and ask them where they feel stuck when using ERPNext.

3. Fix Workflow Issues (ERPNext Workflow Optimization)

You need to review active modules:

• Sales
• Purchase
• Inventory
• Accounts
• Projects
• CRM
• POS

Beside from these active modules, you should also check:

• Missing approval steps
• Incorrect roles
• Stuck documents
• Delays caused by unclear responsibilities

4. Build Daily Closing Habits

Ask each of your departments in the company to close their tasks before signing off work hours.

Sales team should:

• Close open quotations
• Update follow-ups
• Mark lost or won deals

Stores team should:

• Update stock entries
• Confirm deliveries
• Check stock adjustments

Accounts team should:

• Approve payments
• Reconcile cash
• Verify VAT entries

Retail/POS team should:

• Close POS shifts
• Count cash
• Match POS sales with ERPNext reports

5. Do a Weekly Reconciliation (Important for UAE Businesses)

Every week:

• Match ERPNext stock with real physical stock
• Match ERPNext bank balance with real bank balance
• Check VAT ledgers
• Match WPS-related payroll entries

Most issues appear only after when you go-live after ERPNext. Fix them early to avoid VAT filing problems or WPS compliance delays.

6. Give Short and Simple Trainings

Avoid long training sessions. Use short, 20-minute refreshers.

Pick one topic per day:

• Creating a Sales Order
• Uploading a Purchase Invoice
• Submitting a Stock Entry
• Running a report
• Closing the day in Accounts
• Checking POS sales

7. Document Issues in One Place

Keep a shared list.

Write:

• Date
• Module
• Issue
• Status
• Who will fix it

The first 30 days after implementing ERPNext are about creating stability, ensuring clarity, and smooth adoption.

Day 31 to Day 60: Strengthen and Train

Now that the system is stable, the next step is to strengthen your workflows, upgrade your processes, and improve team confidence. This stage focuses on growth and smoothness.

1. Review and Improve Workflows Again

Sit with team leaders.

Ask them:

• What feels slow?
• What feels confusing?
• What still creates errors?

Make small improvements because small upgrades are the ones that lead to big results.

2. Standardize Your Forms

Open main forms:

• Item
• Customer
• Supplier
• Contact
• Sales Order
• Purchase Order
• Journal Entry

Set rules for naming and formatting.

Examples:

• Customers: Customer Name – City
• Items: ITEMCODE – Color – Size
• Suppliers: Supplier Name – Category

Standardization in your ERPNext software reduces confusion and improves reporting accuracy.

3. Improve User Permissions

You need to check if permissions given to employees for modules and operations match their actual responsibilities.

Remove access where not needed.
Add access where delays happen.

4. Train Your Team on Reports

Most teams use only basic reports, but ERPNext has powerful tools.

Teach them:

• How to filter
• How to group
• How to sort
• How to export safely
• How to create simple custom reports

5. Start Using Dashboards

Create dashboards for:

• Sales
• Accounts
• Stock
• Projects
• POS sales (for retail)

Show only important charts. You can even show dashboards on a TV in your office for transparency.

6. Audit and Clean Master Data

Open:

• Item list
• Customer list
• Supplier list

Clean and correct:

• Duplicate names
• Wrong items
• Old suppliers
• VAT numbers
• UOM issues
• Item attributes

Doing data cleanup at this time will save you from many future problems.

7. Review Integrations

If you use:

• POS
• E-commerce
• Payment gateways
• Shipping integrations
• WhatsApp/SMS alerts

Check:

• Sync timing
• Data flow accuracy
• Security settings
• Failed messages or delays

It is important because most integration issues appear in Month 2.

8. Run a Midpoint Review

Ask your team:

• What is working well?
• What slows you down?
• What still feels unclear?

Use this review to plan your final 30 days.

Day 61 to Day 90: Optimize and Improve

When the third month starts, your ERPNext system should feel stable and your employees will also feel more familiar and start getting used to it. Now it is time to optimize it and prepare for long-term growth. This is when you should focus on ERPNext implementation best practices.

1. Review Key KPIs

Look at:

• Sales cycle time
• Stock accuracy
• Payment delays
• Expense control
• Invoice aging
• Team login activity

Trading companies should track item movement speed.
Service companies should track project completion time.
Retail businesses should track average POS billing time.

2. Add Automation to Reduce Manual Work

Turn on:

• Auto reminders for follow-ups
• Alerts for overdue invoices
• Stock level alerts
• Auto emails for approvals
• POS shift alerts

3. Finalize SOPs (Standard Operating Procedures)

Write simple, short SOPs for each department.

Include:

• Steps
• Screenshots
• Who approves what
• What to do if stuck

4. Clean Old Transactions

Fix:

• Draft documents
• Negative stock
• Wrong VAT entries
• Wrong project or cost center
• Duplicate customers
• Stuck POS invoices

5. Review User Performance

Check:

• Who learned fast
• Who still needs help
• Who made repeated mistakes

6. Plan Long-Term Improvements

Now that you know your system, think about deeper needs:

• Custom reports
• Workflow changes
• Custom scripts
• Advanced dashboards
• Better integrations
• POS improvements
• Project automation (for service companies)
• Stock forecasting (for trading companies)

7. Complete Your Final 90-Day Review

Sit with your core team and check:

• What improved
• What still needs clarity
• What goals to set for the next 90 days

Get the Right ERPNext Implementation Partner

Many UAE companies ask for help within the first 90 days to fix deeper issues, improve workflows, or build custom features.

If you ever feel stuck, you can work with a team that understands ERPNext from end to end. Wahni IT Solutions helps companies set up, stabilize, and grow after their ERPNext implementation.

FAQs

1. What if my team still feels unsure even after 90 days?

Some people need more time to learn ERPNext. Give them short daily practice tasks. Start with simple steps like raising a quotation or checking stock. Slow and steady practice builds confidence.

2. How often should we update ERPNext after going live?

Most UAE businesses update ERPNext every few months. Updates fix bugs and add new features. Always test updates in a separate test account before updating your live system.

3. What should I do if my reports still look wrong even after clean data entry?

Wrong reports usually come from small setup issues like wrong VAT accounts, item settings, or workflows. Check these first. If things still look wrong, ask an expert to review your setup to avoid long-term errors.