From Legacy Systems to an Integrated ERPNext

Shiva Ferric and Purva Metal Sections moved from separate legacy systems to ERPNext, bringing pricing, manufacturing, inventory, and material tracking together for better visibility and control.

 · 7 min read

Steel sheets and metal products
ERPNext Case Study

Transforming Steel Operations with ERPNext

A unified digital platform for steel trading, processing, manufacturing, inventory, accounting and compliance.

Shiva Ferric Pvt. Ltd. and Purva Metal Sections Pvt. Ltd. operate across steel trading, processing and manufacturing, where changing prices, product specifications, inventory requirements and material traceability are part of everyday operations.

The businesses moved from separate legacy systems to a customized ERPNext environment designed around their operational requirements, bringing purchasing, inventory, manufacturing, sales, accounting and GST compliance together on one platform.

Two Businesses. One Digital Foundation.

Founded in Bangalore in 1993, the Purva Group operates through two closely linked but operationally distinct businesses—one focused on steel trading and processing, and the other on manufacturing.

Steel products
STEEL TRADING & PROCESSING

Shiva Ferric Pvt. Ltd.

Shiva Ferric is a dealer and stockist of iron and steel products covering flat and long categories, including sheets, coils, plates, TMT bars, beams, channels, angles, bars, rods, pipes and tubes.

Its processing capabilities include cut-to-length, slitting, shearing, punching, bending, sheet forming, profile cutting and tubular section processing.

ERW pipes manufacturing
ERW PIPE & TUBE MANUFACTURING

Purva Metal Sections Pvt. Ltd.

Purva Metal Sections manufactures ERW pipes and tubes in circular, square, rectangular and other hollow sections across varied dimensions and thicknesses.

Its manufacturing environment requires flexibility because actual output can vary depending on material, grade, thickness, machine and production conditions.

The Business Needed More Than a Standard ERP

Steel operations come with changing prices, flexible production requirements and detailed material tracking. The ERP needed to support these realities while bringing both businesses onto one connected platform.

Steel coils and metal products
01

Multiple Legacy Systems

Separate systems made it difficult to maintain a common view of operations and data.

02

Changing Steel Prices

Frequent changes in steel and metal prices required a more flexible pricing approach.

03

Flexible Manufacturing

Production output could vary based on material, grade, thickness and machine conditions, making a fixed BOM approach difficult.

04

Detailed Batch Tracking

Grade, thickness, size, product type and batch information needed to remain traceable throughout the product lifecycle.

A Customized ERPNext Environment

Instead of forcing the business into standard ERP assumptions, the implementation combined ERPNext's standard functionality with targeted customization around the way steel actually moves through the business.

Steel sheets and plates
01   |   PRICING

Dynamic Metal Pricing

ERPNext was configured and customized to support continuously changing material rates, allowing purchasing and sales pricing to remain aligned with market conditions rather than relying only on fixed price lists.

Impact: Purchasing and sales teams can transact using current material rates while reducing pricing delays and manual adjustments.
02   |   MANUFACTURING

Flexible Manufacturing Using Repack

Instead of creating a predefined BOM for every possible production combination, the manufacturing process was designed around ERPNext's Repack functionality with targeted customization.

  • Captures actual material consumption.
  • Records actual production output.
  • Handles production variations from one run to another.
  • Maintains accurate stock movements.
  • Avoids creating a separate BOM for every combination.
Impact: Manufacturing records can reflect actual shop-floor activity instead of forcing production into predefined theoretical combinations.
ERW steel pipes
Steel coils
03   |   TRACEABILITY

Structured Batch & Serial Number Tracking

Additional customization around Batch and Serial Number functionality allows the system to capture important product attributes together rather than relying only on a batch code.

Grade Thickness Size Product Type Batch
Impact: Material can be traced from purchase through processing, manufacturing and sale, providing better visibility across the product lifecycle.

One Platform Across the Business

Purchase

Supplier transactions and procurement in one centralized view.

Inventory

Raw materials, finished goods, stock movement and batch information.

Manufacturing

Customized production processes that support variable output.

Sales

Customer transactions connected with inventory and accounting.

Accounting

Financial operations migrated from Tally and Zoho Books into ERPNext.

GST Compliance

GST processes and filing managed within the same operational environment.

The Transformation at a Glance

Area Earlier Approach ERPNext Environment
Accounting Tally and Zoho Books were used separately. One shared ERPNext environment.
Pricing Static pricing model. Dynamic pricing configured for changing market rates.
Manufacturing Difficult to represent variable production. Repack-based flexible manufacturing.
Batch Tracking Standard tracking was insufficient for multiple product attributes. Customized tracking for grade, thickness, size, type and batch.
Compliance GST processes handled outside the core operating system. GST compliance managed within ERPNext.

What Changed

01

Unified Platform

Both companies were brought onto a single integrated ERP platform.

02

Integrated Operations

Purchasing, sales, inventory, manufacturing and accounting are connected.

03

Dynamic Pricing

ERPNext supports continuously changing steel and metal rates.

04

Flexible Manufacturing

Manufacturing scenarios where a fixed BOM was not practical can be managed.

05

Better Traceability

Grade, thickness, size, product type and batch can be tracked together.

06

GST Integration

GST processes and filing were brought into the same operational environment.

Why This Transformation Matters

From Fragmentation to One Source of Truth

Two companies operating on two separate legacy platforms are now supported by a single ERP environment. Purchasing, inventory, manufacturing, sales, accounting and compliance can work from the same system and data.

From Rigid to Realistic

Instead of changing the business to fit a rigid BOM or static pricing model, ERPNext was shaped around how steel is purchased, processed, manufactured, priced and tracked.

From Guesswork to Traceability

Important product details such as grade, thickness, size, product type and batch can remain associated with material throughout its purchase-to-sale lifecycle.

Steel coils
The Outcome

A Unified Digital Foundation for Steel Operations

With ERPNext at the center of their operations, Shiva Ferric Pvt. Ltd. and Purva Metal Sections Pvt. Ltd. have established a unified digital foundation for managing their steel trading, processing and manufacturing operations.

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