ERP & Industry Software

Migrating from Tally and Excel to a Custom ERP for Delhi Wholesalers

How Delhi wholesalers can move from Tally and Excel to a custom ERP in phases: billing first, then stock, salesmen and collections, with accounts intact.

Purushottam Kumar Suman
Purushottam Kumar Suman
Founder & CEO, Drema AI
6 min read
Engineers planning a system migration

The usual set-up in a Delhi wholesale firm is Tally at the counter, an Excel file for godown stock, a diary for orders and WhatsApp for everything else. Each works; together they disagree.

01

Where the gaps appear

Godown stock not in TallyOrders lost in WhatsAppRates remembered, not recordedOutstanding known only at month-endNo record of who promised what
02

A phased move

Do it in the off-season. Never start a migration before Diwali.

Phase 1: Billing and outstandingReplace counter billing; import parties and bill-wise balances
Phase 2: Godown stockAfter a physical count; transfers and barcodes
Phase 3: Salesman ordersApp for orders and collections
Phase 4: Purchase and claimsSupplier schemes and returns
Phase 5: AccountsSync to Tally or move fully
03

Staff adoption

Counter staff judge software on speed. We design billing to match or beat Tally keystroke for keystroke, and train on real bills.

04

AI

Supplier bills entered by photo, bank entries matched automatically and daily collection lists prepared by priority.

05

Cost

No renewal fees. One development cost, first year AMC free.

One-time
Development cost, agreed before work starts
1 year
Of AMC included free after go-live
Yours
Source code and data, with no per-user fee
Purushottam Kumar Suman
Written by
Purushottam Kumar Suman
Founder & CEO, Drema AI

Founder and CEO of Drema AI. Builds AI systems, SaaS platforms and industry software — and writes about what actually survives production.

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