No structured way to link a sold service to a project, making it hard to trace which purchases and expenses were tied to delivering it.
From Service Sale to Project Profitability: How Sankari Holding Gained Full Cost Control with ERPNext
Sankari Holding is a diversified holding group carrying forward the legacy of the Sankari family, led by CEO & Founder Eng. Yousef Sankari.
The group operates across multiple sectors, including automotive (77 Seventy Seven Auto, Syria’s first electric-vehicle agency) and transportation (ElectroTaxi, the first electric taxi company in Syria), and gold trading (Sankari Gold), investing in and growing a portfolio of subsidiary companies under one collaborative umbrella.
Before implementing ERPNext, the division managed its service-to-project cycle largely through spreadsheets, which created several gaps.
No structured way to link a sold service to a project, making it hard to trace which purchases and expenses were tied to delivering it.
Without that link, actual project cost and profitability were hard to see clearly.
Financial reports had to be pulled and cross-checked manually, with no consistent way to filter data by finance book.
Invoice amounts could be edited by any user with system access, with no control over who was authorized to handle them.
Employees could receive a new cash advance (custody) even while still holding an unsettled balance from a previous one.
This made it difficult to enforce real accountability over outstanding advances across the division.
Working with Data Value Solutions, Sankari Holding implemented ERPNext to manage the full cycle — from selling a service to creating and executing the related project to linking every associated cost and purchase to it.
The full service-to-project cycle now runs on one connected ERPNext system instead of scattered spreadsheets.
Five new financial reports were built, each using the finance book as the primary filter.
Financial data is now significantly faster and more consistent to pull and cross-check.
Invoice permissions are now restricted, so only authorized users can create or modify invoice amounts.
A previous financial control gap around invoicing has been closed.
Custody (advance) validation now blocks a new cash advance while an existing one remains open, enforcing real accountability.
Accounts, Buying, Selling, Stock, and Projects.
ERPNext connects the operational areas represented throughout the case study into one integrated business environment.
Service sales, project execution, purchasing, and financial controls work through one connected platform
With ERPNext, Sankari Holding’s commercial division now runs its entire service-to-project cycle on one connected system instead of scattered spreadsheets.
Clear, real-time visibility into the actual cost and profitability of every client engagement, since all related purchases and expenses are now tied directly to their project.
Stronger financial accountability, with invoice permissions restricted to authorized users and cash advances controlled so no employee can hold more than one open balance at a time.
Faster, more consistent access to financial data through the five new finance-book-based reports, reducing the manual work behind every report.
