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I'm looking for an expert to implement ERPNext to streamline my CRM, operations and inventory management and improving employee productivity. Key Tasks: - Integrate ERPNext with our existing system - Set up ERPNext to enhance employee productivity - Ensure a smooth transition with minimal disruption to our operations Our Process Flow for ERPNext: Customer Enquiry / RFQ ↓ Register RFQ (ID + Date + Customer Ref + Attachments) ↓ Technical Review (Engineering/Production inputs) ↓ Quality Review (Quality inputs) [QUALITY CHECK = separate] ↓ Purchase/Stores Feasibility Check (Supply chain inputs) [PURCHASE CHECK = separate] ↓ Approval Gate (Feasible overall?) ├─ NO → Mark Not Feasible + Reason (Tech/Quality/Purchase) + Close RFQ → END └─ YES → proceed ↓ Quotation Prepared ├─ Add items/part numbers ├─ Qty breaks (if required) ├─ Terms (payment, lead time, validity) └─ Attach drawings / notes / assumptions ↓ Quotation Submitted to Customer ↓ Clarifications Loop (if any) → update quote/notes → resubmit ↓ PO / Order Confirmation ↓ Create Sales Order (SO) ↓ GATE: Order Type? ├─ Repeat Order → PM Team Review (Lite) └─ New / Changed Order → PM Team Review (Full) ↓ Project Management Team Review (Cross-functional Gate) ├─ Production review: ├─ Quality review: ├─ Marketing review: └─ Stores review: - material/tools/consumables availability check approach ↓ SO Finalization (add/confirm all requirements) ├─ All materials / bought-out items ├─ Assets/tools/fixtures required ├─ Inspection items / instruments / testing requirements ├─ Pricing confirmation + terms (payment/incoterms/dispatch/invoice) └─ Deliverables list (CoC, reports, PPAP/FAI if applicable) ↓ Material Request to Store/Warehouse (Availability Verification) ↓ Store/Warehouse Check ├─ If available → Reserve/Issue material/tools as per MR └─ If not available → Raise Purchase Request (PR) ↓ Purchase Review ├─ Supplier selection / quote / PO to vendor └─ Provide Expected Goods Receipt Date (GRD/ETA) ↓ Production + Quality Planning (based on availability/GRD) ├─ Freeze/confirm routing & operation sequence ├─ Plan manpower + machine loading ├─ Finalize inspection plan checkpoints └─ Commit Dispatch Date ↓ Marketing Sends Order Acknowledgement (Committed Dispatch Date) ↓ Production Planning Execution ├─ Routing / Ops ├─ Work Orders └─ Capacity loading ↓ Procurement (if required) / Material Receipt (as per ETA) ↓ Manufacture + IPQC ↓ Final QC + Documents (CoC / reports) ↓ Dispatch + Invoice ↓ Payment + Closure Ideal Skills & Experience: - Expertise in ERPNext - Strong background in inventory management systems - Experience in improving operational efficiency - Excellent project management skills - Ability to provide training and support post-implementation I'm looking for someone with a proven track record in similar projects. Please provide examples of previous work and any relevant certifications.
Projekt-ID: 40261199
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Hi Sir, Understood. I’ll take over from the Sales Order stage and stabilise the workflow + ToDo automation properly. Before making changes directly in your live ERPNext, I suggest we start with a short workflow recovery step. I will: – Identify why ToDos are not triggering – Verify Sales Order workflow transitions – Check role mapping + trigger logic – Define clean automation flow after SO You’ll receive a clear post-SO automation blueprint before implementation begins.
₹6.000 INR på 7 dage
5,1
5,1
4 freelancere byder i gennemsnit ₹5.375 INR på dette job

As an ERPNext expert, I've successfully executed numerous projects similar to yours by aligning complex process flows with the system's capabilities. My in-depth understanding of the ERP landscape and past experience integrating it with various platforms will ensure a seamless and efficient transition, minimizing disruption to your operations. My background also includes extensive work in project management and business analysis. This enables me to not only implement ERPNext as per your organizational needs but also suggest improvements where necessary to streamline your CRM, operational workflows, and inventory management. Additionally, my experience in inventory management systems aligns perfectly with one of your primary objectives to enhance employee productivity. I understand that post-implementation training and support is crucial for the smooth running of any system. With this in mind, I guarantee to provide thorough training sessions for your team and ongoing support as needed to upskill your employees, ensuring optimal utilization of ERPNext. Let's connect and transform your processes into a well-oiled machine that drives radical efficiency throughout your organization!
₹7.000 INR på 7 dage
0,0
0,0

Hi, I have relevant experience. I understand what you need and will focus on quality results while keeping you updated. I am an expert with 6+ years of experience in Technical Support, Inventory Management and I helped many clients reach their goals. Visit my profile to check samples of my latest work and client reviews. I would love to connect in chat to discuss details. Warm regards, Gsinfotechh Opc Private Limited
₹1.500 INR på 7 dage
0,0
0,0

Hello, I noticed you are looking for an ERPNext Implementation Specialist. With 6+ years of experience and over 200+ successful projects, I specialize in streamlining complex business processes into the ERPNext ecosystem to drive efficiency and transparency. For your implementation, I will provide a comprehensive end-to-end solution: * Requirement Mapping: Analyzing your unique business workflows (Accounting, HR, CRM, Stock, etc.) to ensure a perfect ERPNext configuration. * Customization & Scripting: Developing custom DocTypes, Client Scripts, and Server Scripts to tailor the system to your specific needs. * Seamless Data Migration: Expertly migrating your legacy data from Excel or older ERPs with 100% accuracy and zero downtime. * Integration Excellence: Connecting ERPNext with third-party tools like Payment Gateways, E-commerce (Shopify/WooCommerce), or Biometric systems. * User Training & Support: Providing hands-on training for your team to ensure high adoption rates and smooth daily operations. Having delivered 200+ projects, I focus on building a "Single Source of Truth" for your business. I ensure your ERPNext setup is scalable, secure, and optimized for Frappe Cloud or private server environments. I am ready to discuss your modules and specific pain points. Let’s connect to transform your business operations! Best regards, Gopal Pareek
₹7.000 INR på 18 dage
0,0
0,0

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