Savyant Systems ERPNext company

ERP implementation in Canada

From quote to cash, everything runs in one ERP.

Every department on one system, with GST, HST, PST and QST applied in every province and a smooth switch from QuickBooks, history intact.

ERP implementation from CA$35,800 one-time, fixed-scope engagement

Compliance, Canada

Sales tax for every province and territory

GST / HST / PST / QST

Right tax on every invoice

Multi-company tax set-up

Own tax set-up per company

B2B exemptions

B2B PST and QST exemptions

Zero-rated items and small supplier mode

Zero-rated and small supplier

Tax invoice format

Canadian tax invoice format

CAD and multi-currency

CAD with USD and others

Compliance workflow

From quote to tax report

  1. 1

    Customer province

    Ship-to decides the tax

    Customer
  2. 2

    Tax template

    GST, HST, PST or QST

    Sales Taxes and Charges
  3. 3

    Exemptions

    Reseller PST and QST handled

    Customer
  4. 4

    Tax invoice

    Registration numbers shown

    Sales Invoice
  5. 5

    Liability report

    Tax collected by province

    Tax Report

Inside the ERP

Projects, capacity and stock you can trust, coast to coast

Six screens for Canadian operators: project margin, shop-floor capacity, the stock ledger, opening balances, storage zones and the chart of accounts. Sample data in Canadian dollars.

Project · sample data
› ProjectsSearch or type a command (Ctrl + G)Help ▾
Project / PROJ-0042

PROJ-0042

Open MenuSave
Project
Project Name
Warehouse Racking Install
Project Type
External
Is Active
Yes
% Complete Method
Task Completion
% Completed
70
Expected Start Date
2026-09-14
Expected End Date
2026-11-27
Priority
Medium
Customer
Alpha Distribution Inc.
Sales Order
SAL-ORD-2026-00218
Costing and Billing
Estimated Cost
$180,000.00
Total Costing Amount (via Timesheet)
$58,400.00
Total Purchase Cost (via Purchase Invoice)
$100,000.00
Total Consumed Material Cost (via Stock Entry)
$4,000.00
Total Sales Amount (via Sales Order)
$228,000.00
Gross Margin
$65,600.00
Gross Margin %
28.77
Tasks
No.SubjectStatus% Progress
1Site survey and layoutCompleted100%
2Racking supply and deliveryCompleted100%
3Installation, bay 1 to 6Working65%
4Inspection and handoverOpen0%
Job Card Summary · sample data
› ManufacturingSearch or type a command (Ctrl + G)Help ▾

Job Card Summary

Set ChartCreate Card↻···
Sample Fabrication Inc.
2026
2026-10-12
2026-10-30
Status
Work Orders
Production Item
Workstation
Operation
IdPosting DateStatusWork OrderProduction ItemItem NameWorkstationOperationTotal Completed QtyFrom TimeTo TimeTime Required (In Mins)
1PO-JOB000712026-10-12CompletedMFG-WO-2026-00044BRK-PNLBracket PanelLaser CutterLaser Cutting3002026-10-12 08:00:002026-10-12 16:30:00510
2PO-JOB000722026-10-13Work In ProgressMFG-WO-2026-00044BRK-PNLBracket PanelPress BrakeBending1802026-10-13 08:00:002026-10-13 16:00:00480
3PO-JOB000732026-10-14OpenMFG-WO-2026-00045FRM-STDStandard FrameLaser CutterLaser Cutting02026-10-14 08:00:002026-10-14 17:00:00540
4PO-JOB000742026-10-15OpenMFG-WO-2026-00045FRM-STDStandard FrameWeld CellWelding02026-10-15 08:00:002026-10-15 14:00:00360
5PO-JOB000752026-10-16OpenMFG-WO-2026-00046RCK-UPRUpright RackPowder CoatPowder Coating02026-10-16 08:00:002026-10-16 13:00:00300
For comparison, use >5, <10 or =324. For ranges, use 5:10 (for values between 5 & 10).Execution Time: 0.074152 sec
Stock Ledger · sample data
› StockSearch or type a command (Ctrl + G)Help ▾

Stock Ledger

Set ChartCreate Card↻···
Sample Fabrication Inc.
2026-10-01
2026-10-16
Warehouse
Item
Item Group
Batch No
Brand
Voucher #
Project
Include UOM
DateItemItem NameStock UOMIn QtyOut QtyBalance QtyVoucher #WarehouseItem GroupBrand
12026-10-01 09:14:27ALU-6061-SHTAluminum 6061 SheetNos900.0000.000900.000MAT-RECO-2026-00021Winnipeg Stores - SFIRaw Material
22026-10-01 09:14:27STL-PL-10Steel Plate 10 mmNos420.0000.000420.000MAT-RECO-2026-00021Winnipeg Stores - SFIRaw Material
32026-10-01 09:14:27FST-M8Fastener Pack M8Box3,000.0000.0003,000.000MAT-RECO-2026-00021Winnipeg Stores - SFIConsumable
42026-10-06 10:02:51ALU-6061-SHTAluminum 6061 SheetNos0.000340.000560.000MAT-STE-2026-00318Winnipeg Stores - SFIRaw Material
52026-10-08 13:40:09STL-PL-10Steel Plate 10 mmNos0.000120.000300.000MAT-STE-2026-00321Winnipeg Stores - SFIRaw Material
62026-10-09 08:22:16FST-M8Fastener Pack M8Box0.000800.0002,200.000MAT-STE-2026-00322Winnipeg Stores - SFIConsumable
72026-10-11 11:05:44ALU-6061-SHTAluminum 6061 SheetNos500.0000.0001,060.000MAT-PRE-2026-00133Winnipeg Stores - SFIRaw Material
82026-10-13 14:18:33STL-PL-10Steel Plate 10 mmNos200.0000.000500.000MAT-PRE-2026-00136Winnipeg Stores - SFIRaw Material
92026-10-15 15:47:02ALU-6061-SHTAluminum 6061 SheetNos0.000420.000640.000MAT-DN-2026-00205Winnipeg Stores - SFIRaw Material
102026-10-16 09:31:58FST-M8Fastener Pack M8Box1,500.0000.0003,700.000MAT-PRE-2026-00139Winnipeg Stores - SFIConsumable
For comparison, use >5, <10 or =324. For ranges, use 5:10 (for values between 5 & 10).Execution Time: 0.019012 sec
Stock Reconciliation · sample data
› StockSearch or type a command (Ctrl + G)Help ▾
Stock Reconciliation / MAT-RECO-2026-00021

MAT-RECO-2026-00021

Draft MenuSubmit
Stock Reconciliation
Company
Sample Fabrication Inc.
Purpose
Opening Stock
Posting Date
2026-10-01
Posting Time
09:14:27
Default Warehouse
Winnipeg Stores - SFI
Items
No.Item CodeItem NameWarehouseQuantityValuation RateAmountCurrent QtyCurrent Valuation RateQuantity DifferenceAmount Difference
1ALU-6061-SHTAluminum 6061 SheetWinnipeg Stores - SFI900$7.00$6,300.000$0.00900$6,300.00
2STL-PL-10Steel Plate 10 mmWinnipeg Stores - SFI420$18.50$7,770.000$0.00420$7,770.00
3FST-M8Fastener Pack M8Winnipeg Stores - SFI3,000$0.45$1,350.000$0.003,000$1,350.00
Add Row
Difference AccountTemporary Opening - SFI
Cost CenterMain - SFI
Difference Amount$15,420.00
Inventory Dimension · sample data
› StockSearch or type a command (Ctrl + G)Help ▾
Inventory Dimension / Storage Zone

Storage Zone

Enabled MenuSave
Dimension Details
Reference Document
Storage Zone
Dimension Name
Storage Zone
Applicable For
Apply to All Inventory Documents
Yes
Type of Transaction
Both
Target Fieldname (Stock Ledger Entry)
storage_zone
Source Fieldname
storage_zone
Stock Balance, grouped by Storage Zone
No.Storage ZoneItem CodeWarehouseBalance Qty
1Zone A, rack 3ALU-6061-SHTWinnipeg Stores - SFI400.000
2Zone A, rack 4ALU-6061-SHTWinnipeg Stores - SFI240.000
3Zone C, bulkSTL-PL-10Winnipeg Stores - SFI500.000
Chart of Accounts · sample data
› AccountsSearch or type a command (Ctrl + G)Help ▾

Chart of Accounts

Expand All↻Menu
Sample Fabrication Inc.
Accounts
Application of Funds (Assets) - SFI$564,480.00 Dr
Current Assets - SFI$254,480.00 Dr
Accounts Receivable - SFI$87,400.00 Dr
Debtors - SFI$87,400.00 Dr
Bank Accounts - SFI$142,600.00 Dr
Main Bank CAD - SFI$142,600.00 Dr
Cash In Hand - SFI$2,500.00 Dr
Stock Assets - SFI$21,980.00 Dr
Stock In Hand - SFI$21,980.00 Dr
Fixed Assets - SFI$310,000.00 Dr
Source of Funds (Liabilities) - SFI$54,475.00 Cr
Current Liabilities - SFI$54,475.00 Cr
Accounts Payable - SFI$41,300.00 Cr
Creditors - SFI$41,300.00 Cr
Duties and Taxes - SFI$13,175.00 CrAdd ChildEdit
GST Payable - SFI$6,820.00 Cr
HST Payable - SFI$3,150.00 Cr
PST Payable - SFI$1,940.00 Cr
QST Payable - SFI$1,265.00 Cr
Equity - SFI$400,000.00 Cr
Income - SFI$745,900.00 Cr
Expenses - SFI$635,895.00 Dr
What it handles

Project: costing, billing and margin. Timesheets, purchases and consumed material land on the project, so the margin is known while the job is still running.

Used by

Project managers

In the ERP

Document · Project

What it handles

Job Card Summary by workstation. Every job card with its workstation, operation and the minutes it needs, so you see which cell is full before you promise a ship date.

Used by

Plant manager

In the ERP

Report · Job Card Summary

What it handles

Stock Ledger: receipts, issues and balance. Every receipt and issue of an item with its voucher, the running balance and the warehouse, filtered by date, item, group or batch.

Used by

Warehouse team

In the ERP

Report · Stock Ledger

What it handles

Opening stock for a new warehouse. Load opening balances for a new location by item and valuation rate, and the stock and the books start in agreement.

Used by

Warehouse and finance

In the ERP

Document · Stock Reconciliation

What it handles

Track stock by storage zone. Add a storage zone to every stock movement and see what sits where without a separate spreadsheet.

Used by

Warehouse team

In the ERP

Setup · Inventory Dimension

What it handles

Chart of Accounts tree with balances. Every account in its place, with the balance beside it. The GST, HST, PST and QST payable accounts sit together under Duties and Taxes.

Used by

Accountant

In the ERP

Setup · Account (tree view)

Services across Canada

Implementation, customization and support across Canada

  • Implementation
  • Customization
  • QuickBooks migration
  • Integrations
  • Training
  • Support

Pricing

What ERP implementation costs in Canada

  • Accounting
  • Sales
  • Purchase
  • Inventory
  • CRM
  • HRMS
  • 15 users
ERP implementation fromCA$35,800one-time, fixed-scope engagementGet a fixed quote