ConfigPilot Start free

Tell us how your
trading
business runs.

See exactly how ERPNext will run it, and where you'll need a consultant. Answer plain questions about your business. Get a clear document that says how your ERP should be set up, in words you can read.

Step 1 · Your business
What does your business do?
We are the authorised stockist for two paint brands. We supply around 300 hardware shops across Gujarat on 30-day credit.
Saved Continue
Step 2 · What we understood
Here's what we understood
Business type
Trading & distribution
Looks right
Who you sell to
Mostly shops, on credit
because you said 300 hardware shops on 30-day credit
Looks right
Stock
Tracked brand-wise, from one godown
because you named two brands and one territory
That's rightChange it
Please checkConfirmed
Business Requirements Document
Shree Paint Distributors · Trading & distribution
Credit limits and 30-day payment termsStandard
GST invoices and e-way billsStandard
Price lists by customer groupConfiguration
Brand-wise secondary sales reportCustomisation
Where you'll need a consultant1 item
Illustrative example. The business is made up; the steps are real.
Built for how Indian businesses actually run
Authorised stockist / C&F / brand distributorMulti-brand wholesaler / mandi traderImporter-traderIndustrial / project supplierCommodity / bulk traderDiscrete / assemblyProcess / batchTextile — weaving, knitting, processingContinuous / convertingOwn-brand consumer goods / FMCGJob-work processorEngineer-to-order / fabricationMade-to-order consumerContract / private-label manufacturerPrinting & packaging job shopProfessional / knowledge servicesIT / software services & SaaSField service / AMC / installation & maintenanceManpower / staffing / facility / security agencyLogistics / transport / freight forwarding
Single general store / pharmacy / groceryShowroomMulti-store chainApparel / footwear / lifestyleRestaurant / café / QSRCivil / interior / MEP contractorSupply + installation / EPC-liteGovernment / tender contractorEvents / exhibitions / fit-out rentalsReal-estate developer / builderAquaculture / hatchery / feed & harvestGrain / rice / flour / oil / spice millDairy / milk collection & processingCold storage / warehousing as a servicePackaged food / snack / beverage brandMarketplace sellerD2C brand — own websiteOmnichannelDropshipper / resellerCross-border seller

Get it in writing before anyone starts building.

An ERP implementation goes wrong when nobody wrote down how the business runs. ConfigPilot gives you that written Business Requirements Document for ERPNext, without the weeks of sittings.

The usual wayWith ConfigPilot
Time

The usual wayAt least 7 days of sittings with a business analyst or ERP consultant. Months for a detailed BRD. Only then can setup begin.

With ConfigPilotPlain questions online, at your own pace, from your desk or phone. Nothing to schedule, nobody to wait for.

Clarity

The usual wayNo clear written format, so the implementation team guesses. You find out what they guessed after go-live.

With ConfigPilotOne document that says exactly how your business runs in ERPNext. Read it and correct it before anyone builds.

Money

The usual wayEvery task looks the same on a quotation. Built in or extra work? You cannot tell.

With ConfigPilotEvery item marked Standard, Configuration or Customisation. Nobody can charge you for what is built in, and you negotiate from strength.

Setup

The usual wayTrial and error during configuration. Revisions, re-work and the extra days each one costs.

With ConfigPilotA written brief from day one. No guessing what you meant, so setup is faster and cleaner. A relief for the team too.

For you, the owner

  • Compare consultants like for like. Share the same document with several ERPNext consultants and ask each for a quote on the same scope.
  • Nothing is ever lost. Every answer saves as you go, so you can stop, think, ask your accountant and come back.
  • Fewer surprises after go-live. Decisions about invoices, stock, credit and GST are written down before setup, not discovered during it.
  • Keep it current. As your business changes, update the answers and generate a fresh version of the document.

For whoever sets it up

  • Scope defined before day one, in the ERPNext language they already work in.
  • A customisation register with effort sizes, so the quotation is accurate the first time.
  • Fewer discovery calls and no trial and error. They start building sooner and finish sooner.

How it works

Four steps, in plain words. Nothing to install, nothing to learn first.

Your business
What does your business do?
We make corrugated boxes for pharma companies near Baddi. Around 40 regular customers, most on 45-day credit.
Continue
Here's what we understood
Packaging manufacturer
because you said corrugated boxes
Looks right
Sells on 45-day credit
because you said most customers pay in 45 days
Please check
That's rightChange it
Sales · question 7 of 9
How do you number your invoices?
One series for the whole company
A separate series for each branch
The usual choice for a business like yours is pre-selected.
7 of 9 answered · 3 sections left
Your document
Business Requirements Document
Credit limits and 30-day payment termsStandard
Price lists by customer groupConfiguration
Brand-wise secondary sales reportCustomisation
Where you'll need a consultant 1 item
1

Tell us what your business does.

A few lines in your own words is enough. Everything you type is saved as you go.

Your business
What does your business do?
We make corrugated boxes for pharma companies near Baddi. Around 40 regular customers, most on 45-day credit.
Continue
2

We work out how your business runs.

We show what we understood and why, one line at a time. Confirm what's right; change what isn't.

Here's what we understood
Packaging manufacturer
because you said corrugated boxes
Looks right
Sells on 45-day credit
because you said most customers pay in 45 days
Please check
That's rightChange it
3

Answer a few questions, one area at a time.

Each answer is pre-filled with the usual choice for a business like yours. You only change what's different.

Sales · question 7 of 9
How do you number your invoices?
One series for the whole company
A separate series for each branch
The usual choice for a business like yours is pre-selected.
7 of 9 answered · 3 sections left
4

Get your Business Requirements Document — what is standard, what is set up, and what needs building.

Every area is tagged Standard, Configuration or Customisation, so you know what to expect before anyone quotes you.

Your document
Business Requirements Document
Credit limits and 30-day payment termsStandard
Price lists by customer groupConfiguration
Brand-wise secondary sales reportCustomisation
Where you'll need a consultant 1 item

Know what's standard, what's set up, and what needs building.

So you know where you'll need a consultant before you pay one.

StandardERPNext already does this. Nothing to set up.
ConfigurationSet up by switching things on and filling in your details. No code.
CustomisationNeeds building. This is the part a consultant quotes for.
Business Requirements Document
Shree Paint Distributors · Trading & distribution
Selling
Quotation to invoice, with 30-day credit termsStandard
GST invoices and e-way billsStandard
Price lists by customer groupConfiguration
Stock
Brand-wise item groups and one godownConfiguration
Secondary sales report from retailer dataCustomisation
Customisation register: 1 itemEffort size and a plain description of what to build

One document. One price.

Try everything for free. Pay only when you want your document.

Basic BRD
₹7,999 GST not applicable

A plain-English document of how your ERP will run your business, ready to hand to whoever sets it up.

  • A plain-English document of how your ERP will run each area of your business
  • Every area tagged Standard, Configuration or Customisation
  • A customisation register with effort sizes, ready to hand to whoever sets it up
  • Share it with consultants you choose, whenever you choose
Everything before the document is free. Nothing to pay until you decide.

ERPNext BRD questions, answered

Plain answers for owners deciding how to start an ERP implementation.

What is a Business Requirements Document (BRD) for ERPNext?

A BRD is the written description of how your business should run inside ERPNext: what you sell, how you invoice, how stock and credit are handled, what reports you need. It is the brief the implementation team works from. ConfigPilot writes it from your answers in plain English, with every item marked Standard, Configuration or Customisation.

How long does a BRD normally take?

Done the usual way, a basic BRD takes at least 7 days of sittings with a business analyst or consultant, and a detailed BRD takes months. With ConfigPilot you answer plain questions online whenever you have time; the document is generated when you are ready, with no meetings to schedule.

What do Standard, Configuration and Customisation mean?

Standard means ERPNext already does it with nothing to set up. Configuration means it is switched on and filled in with your details, without code. Customisation means something has to be built. The document marks every item so you know what you should be paying for.

Do I still need an ERPNext consultant?

Usually yes, for the setup itself. The difference is that you arrive with the requirements written down, you know exactly which items need building, and you can ask several consultants to quote on the same document. You can find consultants on the ConfigPilot marketplace.

How much does it cost?

Everything before the document is free: describing your business, checking what we understood and answering the questions. The Basic BRD costs ₹7,999, paid only when you want the document.

Which businesses is ConfigPilot for?

Indian MSMEs planning an ERPNext implementation: traders and distributors, manufacturers, job-work units, services firms, retailers, contractors, agri and food processors, and e-commerce sellers. The questions are pre-filled with the usual choices for your kind of business.

Is the document only for ERPNext?

Yes. ConfigPilot is built for ERPNext, the open-source ERP, including its Indian GST compliance and HR apps. The wording matches how ERPNext works, so your implementation team can act on it directly.

Need help setting it up? Find a consultant.

Consultants on the marketplace know ERPNext and businesses like yours. Share your document and ask for a quote.