ERPNext–Tally Automation & Reporting Upgrades

We are looking to hire an experienced ERPNext / Frappe developer with strong Tally integration knowledge for a set of ongoing enhancements and process improvements in our ERPNext system.

The work includes stock workflows, sales-to-dispatch automation, Tally sync fixes, validations, permissions, and compliance (eInvoice & eWay Bill).

This is a long-scope project and may turn into continuous work for the right freelancer.

ERP & Tech Stack
ERPNext v15
Frappe Framework
Tally Integration (XML / API based)

Server Scripts (preferred over custom apps where possible)
Scope of Work (Detailed)
1. Tally Integration Improvements
Fix Sales Invoice push to Tally
Fix Credit Note push to Tally
Enable Bulk Push to Tally
Auto Push to Tally on Submit of:
Sales Invoice
Credit Note
Ensure correct GST, Party, Ledger, and voucher handling

2. Stock, Sales & Dispatch Validations

Validation to ensure:
Pick List
Delivery Note
Sales Invoice
cannot exceed Sales Order quantity

Re-check and enforce mandatory fields across all documents

Restrict incorrect document flow usage

3. Custom Doctypes & Workflows

Create Material Issue / Dispatch Doctype for:
Amazon
Shopify
Damage / Rejection
Testing / Samples
Workflow-based automation to generate:
Stock Entry (Material Issue)
Stock Entry (Transfer)
Delivery Note

4. Process Restructuring
Redesign Delivery Note → Invoice flow
Move loading / dispatch workflow to Sales Invoice instead of Delivery Note
Design Sales Order → Dispatch Planning flow directly in ERPNext

5. Permissions, UI & Controls
Hide Print button for a specific user (Sanjeet) unless:
eInvoice generated
eWay Bill generated
Field-level permissions:
Restrict editing of critical fields
Hide unnecessary fields
Mark only required fields as mandatory
Cleanup extra / unused fields

6. Compliance Automation
Generate eInvoice & eWay Bill from a single button
Ensure proper validation before generation

7. Reports & Automation
Auto-email Order vs Dispatch vs Stock Balance report
Schedule email to specific users:
Sanjeet
Vikas
Ensure accurate and optimized data

8. FMS Updates
Update FMS (Field Management System):
Sync doctype fields
Update status handling
Ensure consistency with new workflows


Deliverables
✔ Fully working features
✔ Clean server scripts / logic
✔ Tested document flows
✔ Minimal custom app usage
✔ Documentation for each major change

Strong ERPNext v14 / v15 experience
Hands-on Tally integration
Stock, Sales, Dispatch, GST domain knowledge
Server Scripts, Workflows, Permissions
Manufacturing / Trading ERP experience preferred
Budget: Open (fixed or hourly)
Timeline: Phased delivery (multiple milestones)
Looking for quality over speed

Please share:
ERPNext + Tally projects you’ve done
Experience with GST, eInvoice, eWay Bill
Your approach to handling large ERP refactors
Availability for ongoing support
Experience with Indian GST compliance
Performance optimization in ERPNext

Audit-friendly ERP implementations