ERPNext Implementation Specialist - 20/02/2026 12:07 EST -- 2
Budget: ₹1,500 – ₹12,500 INR
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.
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.