ERPNext Inventory & Cost Control Setup
Budget: $8 – $15 USD
I need an ERPNext specialist who can take full ownership of our inventory data entry and put solid cost-control foundations in place. Every day, you’ll import or record new stock movements so our inventory figures in ERPNext stay accurate to the unit. Alongside that daily task, I want to activate and fine-tune three cost-management modules that come standard with ERPNext:
• Budgeting & Forecasting – set fiscal periods, create budget lines against cost centers, and enable variance reports.
• Expense Tracking & Management – design the workflow from expense claim to accounting ledger, including approval stages that fit our current hierarchy.
• Vendor & Purchase Order Management – configure supplier records, price lists, and automated PO generation rules so we always know committed spend before it happens.
• Create SOPs and templates to streamline all processes.
• Manage production, including new work orders and BOMs.
• Create batch tracking and have knowledge in food safety to ensure each new batch is tracked from source to dispatch.
Acceptance criteria
1. Inventory ledger shows zero discrepancies between physical count and ERPNext balance after the first full month of daily updates.
2. Budget vs. actual report can be produced on demand with no manual spreadsheet work.
3. Expense claims route through the new workflow and post correctly to accounts payable.
4. Purchase orders pull the right vendor terms and update committed costs in real time.
5. A concise user guide (PDF or Wiki page) explains the procedures you set up and how to maintain them.
I provide access to our live ERPNext instance and the opening stock file. You bring hands-on experience with ERPNext’s Stock, Accounts, and Buying modules, data import tools, and a sharp eye for process optimisation. Let’s get our numbers clean and our spending under control.
• Budgeting & Forecasting – set fiscal periods, create budget lines against cost centers, and enable variance reports.
• Expense Tracking & Management – design the workflow from expense claim to accounting ledger, including approval stages that fit our current hierarchy.
• Vendor & Purchase Order Management – configure supplier records, price lists, and automated PO generation rules so we always know committed spend before it happens.
• Create SOPs and templates to streamline all processes.
• Manage production, including new work orders and BOMs.
• Create batch tracking and have knowledge in food safety to ensure each new batch is tracked from source to dispatch.
Acceptance criteria
1. Inventory ledger shows zero discrepancies between physical count and ERPNext balance after the first full month of daily updates.
2. Budget vs. actual report can be produced on demand with no manual spreadsheet work.
3. Expense claims route through the new workflow and post correctly to accounts payable.
4. Purchase orders pull the right vendor terms and update committed costs in real time.
5. A concise user guide (PDF or Wiki page) explains the procedures you set up and how to maintain them.
I provide access to our live ERPNext instance and the opening stock file. You bring hands-on experience with ERPNext’s Stock, Accounts, and Buying modules, data import tools, and a sharp eye for process optimisation. Let’s get our numbers clean and our spending under control.