Switching from an ERP

You are paying for a factory you do not run

An ERP is the right answer to a question most retailers, bars and wholesalers never asked. If the implementation is longer than your busiest season, that is the wrong shape of tool.

Written for anyone onOdooSAP Business OneDynamicsSage 200

You will recognise at least two of these

None of them mean you chose badly. They mean the business got bigger than the tool.

The project has a phase two

It has had one for a while. Meanwhile the shop is being run out of a spreadsheet beside the system that was supposed to replace it.

Selling one bottle takes forty fields

Most of them exist for manufacturing, warehousing or a compliance regime you are not in. Staff route around them, and the data quality goes with it.

Nothing changes without a consultant

A new location, a new price list, a new user: all of it is a ticket, a rate card and a week.

You are billed per module for modules you do not open

MRP, quality control, fixed assets. Line items on a renewal, each with a champion who left.

What actually changes

The left column is not a straw man. It is what the tool is for. The right is what a system built around stock does instead.

an ERP compared with Stocked
Side by sidean ERPStocked
Time to first real useMonths, with a partnerAn afternoon, with your own CSVs
Changing somethingA consultant and a change requestA setting, changed by whoever owns the shop
What is includedModules, licensed separatelyOne product: stock, purchasing, selling, services, reporting
Manufacturing & MRPGenuinely strong, if you need itNot built for it: recipes and assemblies only
Multi-entity consolidationYes, that is the point of itMulti-location, one entity
What it costs to leaveAsk the partnerExport everything as CSV, whenever you like

In fairness

Sometimes the ERP is right

If you manufacture, run material requirements planning, consolidate several legal entities, or answer to an audit regime that expects a named enterprise system, an ERP earns its cost and Stocked will not replace it. We would rather say that now than in month four of a migration. Where we tend to win is the business that bought an ERP for inventory and got a decade of software with it.

How the move actually goes

There is no cutover weekend, because there is nothing to cut over. You run both for a week, and then you stop typing into the old one.

    01

    Export what you have

    Items, prices, suppliers and current counts, as CSV. Every system on this list can produce one, and if yours cannot, a photo of the notebook page has been enough before.

    20 minutes

    02

    We map your columns

    Send the files and we return a loaded workspace: your names, your SKUs, your suppliers, your locations. There is no charge for this on any plan, including the free one.

    One working day

    03

    Count once, on a quiet morning

    Opening counts are the only part nobody can do for you. Print the count sheets, walk the shelves, key in the variances. It is the last time your figures will be a guess.

    A morning

    04

    Run both for a week

    Keep the old system open and updated. Nothing here writes to it, so the week costs you double entry and nothing else, and it ends with two sets of numbers you can hold against each other.

    A week

    05

    Stop updating the old one

    That is the cutover. There is no switch to throw and no downtime, because the day you stop typing into the old thing is the day you have moved.

    A decision, not an event

Questions we get from people on an ERP

We have a lot of history in there. Can it come across?

Items, suppliers, customers, price lists and current stock, yes. Those come across from CSV. Years of posted transactions generally should not: leave them in the system of record you are winding down, and start clean on the operational side.

What about the things we genuinely used it for?

Tell us which ones. If it is purchasing, receiving, landed cost, multi-location stock, transfers, roles or reporting, it is here. If it is MRP, fixed assets or consolidation, it is not, and we will say so before you commit.

Can we run both while we decide?

Yes, and we recommend it. Run a location or a category on Stocked for a month with the old system still live. Nothing here writes to it, so there is nothing to undo.