ERP Implementation Workflow for a UAE-Based Trading Company

Overview

This document outlines a comprehensive ERP implementation plan tailored for a UAE-based trading company, covering modules, workflows, integrations, and compliance.

1. Core ERP Modules

• Sales
• Purchase
• Inventory & Warehouse Management
• Finance & Accounts
• Human Resources (HR)
• Fixed Assets
• System Integrations:
  • Supplier & Customer Portals
  • eCommerce Platforms
  • ESS, Sales App, WMS
  • Bank Integrations

2. Sales Workflow

Sources:

• Website, eCommerce, Sales Apps
• Customer Portals, Walk-ins, Social Media

Steps:

Customer Enquiry → Quotation → Vendor Cost → Margin Approval → LPO → Sales Order → Packing List → Delivery → Invoice → Payment → Reconciliation

3. Purchase Workflow

Triggers:

• Reorder Alerts, Backorders, AI Shortage, Manual Reqs

Steps:

Requirement → RFQ → Quotation → Comparison → PO → Shipment → Goods Receipt → GRN → Payment → Returns

4. Inventory & Warehouse

• Stock Movements, Transfers, Adjustments
• Mobile App, Barcode, Geo-tagging, Wastage

5. Finance & Accounts

• Auto-posting, Journals, AP/AR, PDCs, Bank Reconciliation

6. Fixed Assets

Asset Request → Purchase → Tagging → Depreciation → Transfer → Write-off

7. HR & Employee Services

• Onboarding, Documents, Leave, Payroll, EOSB, ESS

8. ERP Gantt Timeline

Planning: 2025-06-01 to 2025-06-20
Execution: Dev → Testing → Training → Migration → Go-Live → Support
    

9. Compliance & Localization

• VAT, E-Invoice, Arabic Support
• Cost Centers, Audit Trails, RBAC

10. Conclusion

End-to-end digital transformation of trading operations integrated with UAE compliance and mobile applications.