ERPNext Implementation & Module Setup (End-to-End) – Accounting, Procurement, Sales, CRM, Projects, Support

We are looking for an experienced ERPNext functional/technical consultant to implement and configure ERPNext from scratch for a growing business. The goal is to establish a clean, scalable ERP foundation covering core commercial and operational workflows.
The freelancer will be responsible for complete setup, configuration, customization (if required), and validation of the following ERPNext modules:
• Accounting
• Procurement
• Sales
• CRM
• Projects
• Support
This is not a basic installation task — we require full business process alignment and production-ready configuration.

Objective
We want a clean, scalable ERPNext setup aligned to real business workflows — not just default configuration.

Scope of Work
1. ERPNext Environment Setup
• ERPNext installation (self-hosted or cloud – to be finalized)
• Company setup and master configuration
• User roles, permissions, and access hierarchy
• Naming series and document structure standards
• Email and notification configuration
2. Accounting Module Setup
• Chart of Accounts design aligned to business needs
• Fiscal year and tax configuration
• GST setup (India)
• Accounts Receivable & Payable workflows
• Payment entries and bank reconciliation
• Financial reports validation (P&L, Balance Sheet, Cash Flow)
3. Procurement Module Setup
• Supplier master structure
• Item master and categories
• Purchase cycle workflow:
o Material Request
o RFQ
o Supplier Quotation
o Purchase Order
o Purchase Receipt
o Purchase Invoice
• Approval workflows (if required)
4. Sales Module Setup
• Customer master and pricing structure
• Quotation → Sales Order → Delivery → Invoice flow
• Price lists and tax rules
• Sales reporting structure
5. CRM Module Setup
• Lead and Opportunity pipeline
• Sales stages and probability
• Activity tracking and follow-ups
• CRM dashboard configuration
6. Projects Module Setup
• Project templates and task hierarchy
• Milestones and dependencies
• Timesheets and costing
• Project profitability tracking
7. Support Module Setup
• Issue/ticket workflow
• SLA configuration
• Priority and escalation rules
• Customer support reporting
Deliverables
• Fully configured ERPNext instance
• All modules tested with sample transactions
• Documented workflows per module
• User roles and permissions configured
• Go-live readiness checklist
• Knowledge transfer session(s)
Freelancer Requirements
• Proven ERPNext implementation experience
• Strong functional understanding of Accounting & Supply Chain
• Experience with Indian GST configuration in ERPNext
• Ability to translate business processes into ERP workflows
• Prior end-to-end ERPNext projects preferred
Please share:
• ERPNext projects completed
• Modules implemented
• Screenshots or demo (if available)
Engagement Model
• Fixed price preferred (module-wise or full project)
• Milestone-based payments
• Remote implementation