What to consider when setting up a new ERP
- Find out what resources are available to you
- Check for videos or user guides. Many systems have advice on where to start.
- Make a list of your inventory data
- Make a list of ALL the items you buy, produce, and sell
- Clean up and organize your list
- Data should be up-to-date, easy to follow, and all in one spot
- Finalize production steps and document
- Record all recipes/formulas/packaging & yields for each step
- Standardize on your company’s lot code strategy
- Production and stock lot codes will be needed for traceability
- Stock lot codes will be needed for raw materials and packaging
- Consider using something simple to start — for example a julian date works great for most companies
