ERP implementation services at 1flux
A clear path from first workshop to your first month-end close in 1flux, using the product's own set-up and import tools. Timeline and price agreed up front.
In short
1flux ERP implementation services take your company from discovery to its first month-end close in seven steps: discovery, entity and chart set-up, data import, configuration, training, go-live and the first close. Most of the work uses 1flux's own tools: country packs for the UAE, Saudi Arabia and India, a 25-account trading chart template, and an import workbench that validates data before anything is saved. The timeline is agreed in writing after discovery.
- Discovery: map your flows, companies, roles and documents, with the owner and team leads.
- Set-up: the workspace, legal entities, chart of accounts and ledger policies, with the finance lead.
- Data import: customers, contacts, items, opening stock and opening balances, with each data owner.
- Configuration: roles, approvals, workflows and quotation layouts, with process owners and the admin.
- Training: role-by-role sessions for everyone who will use 1flux.
- Go-live: cutover, opening postings and the first live documents, with all teams.
- First close: reconcile and close the first month, with finance.
What makes a 1flux implementation different?
1flux comes set up for how B2B trading companies work, so an implementation spends its time on your decisions, not on building the basics.
Configured, not coded
Stages, approvals, required fields, numbering, custom fields and task types are settings, not custom development.
Country packs do the groundwork
Creating a legal entity seeds its VAT or GST codes, legal forms, regions and registration fields.
Data is checked before it lands
Every import is mapped and validated on the server, and errors come back as a file you can fix and reload.
The first close is part of the plan
Implementation ends when your first month is closed in 1flux, not when people can sign in.
How do 1flux ERP implementation services work?
Seven steps, from your first workshop to your first month-end close. Each one names who from your team takes part.
Discovery: map how you trade today
Owner, finance, sales and procurement leads
We walk through your quote-to-cash and procure-to-pay flows, your legal entities and countries, who approves what, and the documents your customers and suppliers expect. Together we set the cutover date: the day 1flux becomes your system of record.
Output: a written implementation plan.
Set-up: workspace, entities and the chart
Finance lead
- Workspace and first legal entity, created in one onboarding step: country, legal name, display name, base currency, time zone and registration numbers. 1flux seeds roles, tax codes, 30 units of measure and default quotation templates.
- More legal entities, each with its own currency, registrations, Arabic legal name and address, logo, bank details, signatory, document numbering, warehouses and costing method. See multi-entity set-up.
- Chart of accounts: install the one-click 25-account trading template, or import your own chart of accounts by CSV, including Arabic names.
- Posting account mapping and ledger policies: cutover date, fiscal-year start, costing method, negative-stock policy and backdating rules.
- Apps: the 1flux team switches on the apps you’ve chosen.
Data import: bring your records in, checked
The data owner for each area
Companies, contacts and items share one import workbench: add data, map columns, validate on the server, then commit. The Excel templates include live dropdowns, and a downloadable error file lists every row to fix.
Data How it comes in Checks Companies and contacts Import workbench: CSV, Excel or paste 5,000 rows and 10 MB per file; company duplicates matched by website domain Items Import workbench Up to 10,000 rows; matched on code or barcode; missing categories created Opening stock Form or import Up to 500 lines by form or 10,000 rows by import, all-or-nothing validation Opening trial balance CSV, Excel or paste Validated, then posted once on the cutover date Suppliers Created in 1flux, or copied from a CRM company with Copy from CRM Supplier details copied from the CRM company, so nothing is typed twice After import, bulk edit up to 5,000 companies or items at a time, with a review of every change. More on data import and migration.
Configuration: roles, approvals and documents
Process owners and the admin
- Access: roles built from more than 100 permissions, the reporting hierarchy, record visibility and legal-entity access. Field-level security is available, configured with our team.
- Workflows on deals, quotations, sales orders and tasks: assignment, time allowed in each stage, required fields and approvals, including quotation approvals by amount band.
- Documents: quotation layouts in Document Studio, including Arabic/English layouts and the formal cover letter with three signatories.
- Commercial rules: credit days and their basis, a maximum credit-days cap, price channels, tax codes per item, and receiving settings such as blind receiving.
Training: role by role
Everyone who'll use 1flux
Each team learns its own lane: salespeople, sales managers, buyers, storekeepers, approvers, accountants and admins. Every work area in 1flux opens on a “Needs action” list, which gives each person a clear starting point on day one.
Go-live: cutover and the first live documents
All teams
On the cutover date, finance opens the first accounting period, then posts the opening trial balance and opening stock. Admins invite the team by email; invitations expire after 7 days. Nothing can be posted before the cutover date, so the old system and 1flux don’t overlap.
From go-live, finance pays suppliers in 1flux and allocates each payment to purchase invoices; payments post to the ledger.
Your first month-end close
Finance
We close your first month in 1flux together, using the Accounting overview:
- “Needs action” lists posting blockers, unbalanced drafts, overdue receivables, goods received not invoiced over 30 days, provisional costs and stock-versus-ledger differences.
- Books health checks the trial balance, stock against the ledger and more.
- Bank reconciliation: reconcile your bank accounts against the ledger.
- VAT returns: prepare VAT returns for the UAE and Saudi Arabia from the input and output VAT already posted.
- Financial statements: review the profit and loss and balance sheet for each legal entity, straight from the ledger.
- A six-step close checklist ticks itself as each step is done, then you close the period. Closed periods refuse every posting.
Groups then run their first consolidation into a group currency. A final run needs every entity’s month closed. See 1flux Accounting.
What do we need from your team?
Most of the preparation is gathering data you already have, as at the cutover date.
A project owner who can make decisions keeps every step moving. Our ERP implementation checklist covers this preparation in more detail.
What we need from you
How long does a 1flux implementation take?
1flux agrees the timeline with you in writing after discovery. It depends mostly on three things: how many legal entities you run, how clean your customer, item and stock data is, and how many apps you start with. Country packs, the trading chart template and validated imports remove much of the set-up work.
Can you migrate our data from Excel, Tally or QuickBooks?
Yes, through file exports. Export your customers, contacts and items to CSV or Excel, and 1flux's import workbench maps the columns, validates every row on the server and returns an error file for anything to fix. Opening stock and the opening trial balance come in the same way, and receivables and payables arrive as balances in the opening trial balance, so the books open exactly where the old system closed.
Can we keep our chart of accounts?
Yes. You can import your existing chart of accounts by CSV, including Arabic account names, or start from 1flux's 25-account trading chart template. Either way, posting account mapping links each posting purpose, such as sales revenue or goods received not invoiced, to one of your accounts. A missing mapping blocks posting with a clear message.
Can we go live in the middle of our financial year?
Yes. You set a cutover date and a fiscal-year start in the ledger policies. On the cutover date, 1flux posts your opening trial balance and opening stock, and nothing dated earlier can be posted afterwards. Your history stays in your previous system, and 1flux carries the balances forward from the cutover date.
Can we run 1flux alongside our current accounting package?
Yes, but you may not need to. In 1flux, every goods receipt, delivery, invoice and payment posts to the ledger. You pay suppliers and allocate each payment to purchase invoices, reconcile your bank accounts against the ledger, get a profit and loss and balance sheet for each legal entity, and prepare UAE and Saudi VAT returns from the VAT already posted. From the cutover date, 1flux can be the system of record for your books.
How is the team trained on 1flux?
1flux training runs role by role, so each team learns its own lane: salespeople, sales managers, buyers, storekeepers, approvers, accountants and admins. Every work area opens on a "Needs action" list, which gives each person a clear starting point on day one, and people only see the screens and rows their role allows. Training is step 5 of 7, just before go-live, so it's fresh when the first live documents are posted.
Data import and migration
Import companies, contacts, items, opening stock and an opening trial balance, validated before anything is saved.
ERP implementation checklist
Ten phases from scoping to your first month-end, each with a checklist and a clear test of when it's done.
Multi-company and multi-entity
Several legal entities in one workspace, each with its own registrations, currency and books.
1flux Accounting
Books that keep themselves: every receipt, delivery, invoice and payment posts its own journal.
Partners
For implementation partners, referral partners and accounting firms.
Pricing
How a 1flux price is put together, and how to get a written proposal.
Book a demo
Plan your move to 1flux
Book a demo, and we'll outline an implementation plan for your companies, data and teams.
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