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# ERPNext Implementation Project – Fixed Scope – Experienced ERPNext Specialists Only ## Deadline Target go-live for the core ERP system within 3 weeks from project start. This is a completely new ERP installation. No existing ERPNext system is currently in use. # Important Notice Before Applying We are a medical device company based in Germany. We understand ERPNext very well and are familiar with the distinction between: • native ERPNext functionality • configuration and setup • moderate customization • custom development We are specifically looking for experienced ERPNext implementation specialists. We are not looking for: • ERP consulting projects • BPMN workshops • discovery phases • UI design projects • sprint-based development contracts • inflated workload estimates Please clearly identify which requirements are: 1. Native ERPNext functionality 2. Configuration / setup 3. Minor customization 4. Custom development Any proposal that treats standard ERPNext functionality as major custom development will be viewed critically. # Project Objective The objective is to implement a practical, efficient and easy-to-use ERP system for daily operations. The focus is on: • customer management • quotations • sales orders • delivery notes • invoicing • inventory management • accounting support • customer communication • management reporting The system must be optimized for non-technical office staff. # Core ERP Modules The following modules shall be installed and configured: • Accounting • Sales • Purchase • Inventory / Stock • CRM • Project Management • Helpdesk / Customer Support • Quality Management • Email Integration • Reports & Dashboards • User & Permission Management Not required: • HR • Agriculture • Construction • Non-Profit Manufacturing only if clearly required by ERPNext setup. # User Interface Requirements The system will be used primarily by non-technical office employees. The implementation shall focus on simplicity and efficiency. Required: • Role-based workspaces • Dashboard-style navigation • Direct shortcuts for daily tasks • Minimal-click workflows • Quick access to: * quotations * sales orders * delivery notes * invoices * customer records • Simplified forms where appropriate • Context-sensitive action buttons The objective is to avoid excessive menu navigation. Users should be able to perform daily tasks in as few clicks as possible. # Customer Management & CRM Required: • Customer database • Contact management • Lead management • Opportunity tracking • Follow-up reminders • Task assignment • Meeting and activity tracking • Complete customer history Authorized sales employees shall be able to access: • emails • notes • quotations • sales orders • invoices • activities • tasks without requiring access to another employee's mailbox. # Email Integration Required: • Microsoft 365 / Outlook integration preferred • Central visibility of customer communication • Email templates • Email logging • Customer communication history The goal is that customer-related communication becomes company knowledge rather than remaining in individual mailboxes. # Customer Ordering Portal (B2B) This is not a public webshop. Required: • Secure customer login • Order history • Invoice downloads • Delivery document downloads • Repeat-order functionality • Customer-specific pricing • Order tracking • Search and filtering Payment Integration: • Stripe, PayPal, Mollie or equivalent • Payment status linked to ERP transactions # Global Business Search A powerful search function is required. Users shall be able to search by: • customer name • contact person • city • manufacturer • product • device model • LOT number • serial number • invoice number • delivery note number • sales order number • invoice amount • custom fields Example: Searching for "manufactuerer name" should return: • products • devices • customers • sales transactions • invoices • related documents The objective is to find information without knowing the ERP module where it is stored. # Inventory Management Required: • Real-time inventory visibility • Warehouse overview • LOT / Batch tracking • Serial number tracking • Stock movement history • Inventory valuation • Low-stock alerts • Reorder notifications Inventory shall be searchable by: • product • manufacturer • LOT • serial number • warehouse # Accounting & Finance Required: • Sales invoices • Supplier invoices • Payment tracking • Open receivables • Open payables • Automated dunning • Payment reminders • Customer account statements Bank Integration: • Automated bank statement import • Transaction reconciliation • Matching payments to invoices • Matching payments to supplier invoices German E-Invoicing: • XRechnung • ZUGFeRD 2.1.1 or higher DATEV export capability is preferred. # Reporting & Business Intelligence Required dashboards: Customer Analytics • Top customers by revenue • Revenue trends • Customer growth • Customer purchase history Product Analytics • Best-selling products • Revenue by product • Revenue by manufacturer • Product performance Financial Analytics • Open receivables • Overdue invoices • Cash flow indicators Inventory Analytics • Inventory value • Fast-moving products • Slow-moving products • Critical stock levels # Newsletter & Marketing Required: • Mailing lists • Newsletter campaigns • Reusable templates • GDPR-compliant unsubscribe functionality • Newsletter history • Sent campaigns overview Native ERPNext functionality is preferred. # Document Management Required: • Attachment management • Central document storage • Customer-related documents • Supplier-related documents • Searchable document archive # Security Required: • HTTPS / SSL • Role-based permissions • Optional 2FA • Daily backups • Full administrator access # Documentation & Training Required: • Technical documentation • Backup documentation • Documentation of all customizations • Administrator training • End-user training # Future AI Capabilities (Optional) The proposal may optionally describe future integration possibilities for AI-assisted workflows, including: • Email draft generation • Quotation draft generation • CRM summaries • Newsletter draft generation All AI-generated content must require manual review and approval before being sent. # Proposal Requirements Please provide: • ERPNext project references • Fixed-price proposal • Timeline • Breakdown of: * Native ERPNext * Configuration * Minor customization * Custom development • Confirmation of fixed-scope delivery We are specifically interested in practical ERPNext implementation experience and realistic project estimation. Development and Hosting Environment The final production system will be hosted either on our own server infrastructure or on a hosting environment specified by us. For development purposes, the contractor may use: • their own development server • their own hosting environment • their own cloud environment Alternatively, development may also take place on infrastructure provided by us. The choice of development environment is not a selection criterion. The completed system must be transferable to the final production environment without functional limitations. The proposal should focus on implementation quality and functionality rather than hosting assumptions.
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Hello, I have carefully reviewed your ERPNext implementation requirements, and it would be an honor to work with you on this fixed-scope ERP project. With 14+ years of experience in ERP systems and enterprise software development, I have implemented ERPNext solutions across CRM, Sales, Inventory, and Accounting modules. I clearly understand native ERPNext functionality, configuration, minor customization, and custom development, and will follow your breakdown structure strictly. Most core modules will be handled via standard ERPNext configuration, with limited customization only where necessary for search, workflows, or portal enhancements. My approach focuses on a simple, role-based, user-friendly ERP system with minimal-click workflows for non-technical users. I can deliver within your 3-week go-live target depending on infrastructure readiness and final scope confirmation. Full documentation, training, and handover will be provided for smooth internal adoption. Budget and milestones can be discussed further based on final scope. I am available to start immediately. Warm Regards, Harpreet Singh
$1,500 USD in 5 days
9.5
9.5

As seasoned web service providers with extensive experience in developing and implementing ERPNext, Our Software is well-prepared to tackle your project head-on. We fully grasp the different levels of customization needed for native ERPNext functionality, configuration and setup, minor customizations, and custom development - an understanding which we believe sets us apart from other candidates. On top of that, our proficiency in integration - especially when it comes to Microsoft 365/Outlook - would play a pivotal role in bringing your vision of a centralized customer communication system to life. As part of our commitment to excellence and efficiency, we're looking forward to making customer-related realities out of individual mailboxes. The seamless payment processing will further simplify B2B operations through secure login authentication for customers along with various functional features like order history tracking, invoice downloads etc. Partner with Our Software; we'll convert your objectives into an expertly implemented ERP system that'll revolutionize your business operations.
$2,000 USD in 20 days
8.6
8.6

Hi there, ★★★ ERPNext Expert ★★★ 5+ Years of Experience ★★★ I can implement a practical and efficient ERP system with a focus on customer management, sales orders, invoicing, and inventory management. This will include: - Setting up core ERP modules like Accounting, Sales, and Inventory. - Configuring role-based workspaces and dashboard navigation for non-technical users. - Integrating Microsoft 365 for customer communication. - Ensuring compliance with German E-Invoicing standards. My approach will involve a structured implementation process, focusing on simplicity and efficiency for end-users. I will ensure that all modules are optimized for daily operations, minimizing clicks and enhancing user experience. Ready to start once you provide access to the necessary infrastructure and any specific requirements for the implementation. Thanks!
$2,000 USD in 21 days
8.2
8.2

Hello, I’m Rafael, a Python/automation developer focused on ERPNext implementations. I’ll classify each requirement as native, setup, minor customization, or custom dev, plus role-based workspaces with minimal-click flows. Outlook logging, global search incl. LOT/serials, B2B portal with repeat orders, and XRechnung/ZUGFeRD. I can share relevant examples; please message me to discuss timing and cost. Best regards, Rafael
$3,000 USD in 5 days
8.2
8.2

⭐⭐⭐⭐⭐ Efficient ERPNext Implementation for Your Medical Device Company ❇️ Hi My Friend, I hope you are doing well. I just reviewed your project requirements and see you are looking for ERPNext implementation specialists. Look no further; Zohaib is here to help! My team has successfully completed 50+ similar projects in ERPNext. I will ensure a smooth setup, focusing on your specific needs while delivering additional value within your budget. ➡️ Why Me? I can easily implement your ERPNext system as I have 5 years of experience in ERP solutions, specializing in customer management, inventory, and accounting modules. My expertise includes configuration, setup, and minor customizations. I also have a strong grip on related technologies to enhance your system's functionality. ➡️ Let's have a quick chat to discuss your project details further. I’d love to show you samples of my previous work. Looking forward to our conversation! ➡️ Skills & Experience: ✅ ERPNext Implementation ✅ System Configuration ✅ Customer Management ✅ Inventory Management ✅ Accounting Support ✅ Email Integration ✅ User Training ✅ Role-Based Permissions ✅ Dashboard Setup ✅ Reporting & Analytics ✅ Document Management ✅ Security Protocols Waiting for your response! Best Regards, Zohaib
$1,800 USD in 2 days
8.1
8.1

Hi I can implement your new ERPNext system with a practical fixed-scope approach focused on daily operations for a German medical device business. The main challenge is separating native ERPNext capability from configuration, minor customization, and true custom development so the implementation stays efficient and not over-engineered. Native ERPNext will cover core Sales, Purchase, Stock, CRM, Accounting, Projects, Helpdesk, Quality, Email, users, permissions, reports, attachments, batches, serial numbers, invoices, and customer history. Configuration will include role-based workspaces, simplified workflows, dashboards, email templates, Microsoft 365 email logging, stock alerts, payment reminders, reports, permissions, backups, and training documentation. Minor customization may include simplified forms, shortcuts, custom fields for manufacturer/device/LOT/serial search, custom reports, print formats, and user-friendly navigation for office staff. Custom development would likely be needed for advanced global business search, B2B customer portal enhancements, payment integration, bank reconciliation details, German e-invoicing, and any ERPNext gaps around newsletter workflows. I can document every decision clearly, avoid treating standard ERPNext features as custom work, and deliver a transferable system with admin/end-user training and clean customization records. Thanks, Hercules
$3,000 USD in 15 days
7.5
7.5

Hello, I've carefully reviewed your requirement and understand that you are looking for an experienced ERPNext implementation partner—not a consulting engagement—to deliver a practical, fixed-scope ERP system for your medical device business with a target go-live of 3 weeks. Based on your requirements, the majority of the requested functionality falls under native ERPNext capabilities and configuration, including CRM, Sales, Purchase, Inventory, Accounting, Helpdesk, Quality, Email Integration, Dashboards, Permissions, Batch/Serial Tracking, Customer Portal, Reporting, Document Management, and Workflow Automation. Could you please confirm whether customers in the B2B portal should be able to order from the complete product catalog with customer-specific pricing, or only from products previously purchased and assigned to their account? Ping me to discuss implementation planning, timeline, and fixed-scope delivery details. Thanks!
$1,500 USD in 7 days
7.9
7.9

Hello, I’ve gone through your ERPNext requirements in detail. I understand you’re looking for a clean, practical implementation focused on real operations without unnecessary customization. I have 10+ years of experience with ERP systems and full-stack development, including ERPNext setup, configuration, and targeted customization for business workflows like sales, inventory, CRM, accounting, and reporting. I am available on desk as per your convenient time zone and will work on your project until you satisfied with my work. Thanks Christina
$1,500 USD in 30 days
7.6
7.6

Hi there, I understand you need a fixed-scope ERPNext implementation for a German medical device company, covering Sales, CRM, Stock, Accounting, Support, Email, B2B portal, LOT/serial tracking, German e-invoicing, dashboards, permissions, training, and transfer-ready deployment within 3 weeks. I have strong ERPNext implementation experience and will separate native features from configuration, minor customization, and true custom development, especially around simplified role workspaces, global search, Microsoft 365 email visibility, B2B portal workflows, XRechnung/ZUGFeRD, DATEV-ready exports, and medical-device inventory traceability. I will deliver a practical setup focused on non-technical office users, configure standard ERPNext modules first, customize only where needed, document every change, train admins/end users, and provide a fixed-price milestone plan with references. Q1: Which ERPNext version do you prefer for production? Q2: Is the B2B portal expected to use ERPNext’s customer portal or a custom frontend? Q3: Which German accounting/e-invoicing integrations are mandatory for go-live? Best regards
$2,250 USD in 7 days
7.3
7.3

As an experienced ERP specialist with a firm grasp on the nuances of ERPNext, I am confident that I am uniquely equipped to handle your project demands. With over 13 years of experience in web automation, data extraction, and AI solutions amongst others, I have honed my skills in delivering robust, result-driven applications. Recently, I completed projects like sports data extraction from platforms like FlashScore, smart contract development on Polygon and trading bots on Solana. My extensive background speaks not only to my versatility but also gives me an edge in custom-tailored solutions like the one you're seeking. Furthermore, my talents extend beyond just programming; I prioritize effective communication, documentation, and timely project delivery. Given the sensitivity of your medical device company’s operations and the short deadline you demand, you can rest assured your project will be in capable hands. By choosing me for this project, you're choosing a collaborative partner who will bring technical expertise and meticulous attention to detail to every task at hand. Let's begin building a practical and game-changing ERP system for your company today!
$1,500 USD in 1 day
7.2
7.2

Hello! As per your project post, you are looking to implement ERPNext for a German medical device company with a focus on practical day-to-day operations, streamlined workflows, customer management, sales processing, inventory control, accounting support, customer communication, and business reporting. My focus will be on configuring and implementing ERPNext modules including CRM, Sales, Purchasing, Inventory, Accounting, Helpdesk, Quality Management, Email Integration, Reporting, and User Permissions. This will include role-based workspaces, simplified workflows, customer and communication management, inventory tracking with batch and serial number support, accounting processes, B2B customer portal functionality, document management, reporting dashboards, and security controls. I specialize in ERP implementations, business process automation, CRM systems, inventory management, accounting workflows, and enterprise platforms. My approach focuses on maximizing native ERPNext capabilities, minimizing unnecessary customization, and delivering a maintainable solution that supports both operational efficiency and future scalability. Let’s connect to review your ERPNext deployment priorities, data migration requirements, portal expectations, and reporting needs so we can achieve a successful go-live within your target timeframe. Best regards, Nikita Gupta.
$1,500 USD in 45 days
6.8
6.8

Hello! I see you're looking for someone to implement ERPNext with a fixed scope. It's great that you have a clear budget and deadline in mind. I’ve worked extensively with PHP and Python, which are crucial for this project. Your goal seems to be to establish a solid ERP system that can streamline your operations. I have around 10 years of experience in software architecture and server management, so I understand what it takes to get ERP systems up and running smoothly. Some similar things I've built include a niche SaaS dashboard for project tracking, an internal tool for supply chain management, and a regional booking platform for a tutoring company. Let’s connect to discuss how I can help you achieve your ERP implementation goals. Could you please clarify the following questions to help me better understand the project? Q1: What specific ERPNext modules do you need to implement? Q2: Are there any existing systems that the new ERP needs to integrate with? Q3: What is the expected user base for the ERP system, and are there any specific performance requirements?
$2,500 USD in 17 days
6.6
6.6

Greetings, I have hands-on ERPNext implementation experience and understand the difference between native ERPNext features, configuration, customization, and true custom development. Most of your requirements—including CRM, Sales, Purchasing, Inventory, Accounting, Helpdesk, email integration, batch/serial tracking, dashboards, permissions, and reporting—can be achieved through standard ERPNext configuration with minimal customization. Why work with me? ★ Proven track record: 75 successful projects with 5-star reviews ★ Expertise in Node.js, Angular, React, Express, Python, Django, Flask, PHP, WordPress, Laravel, Codeigniter and more ★ Responsive, deadline-focused, and committed to results ★ 3 months of free post-launch support Let’s schedule a quick chat to discuss your preferred tech stack, timelines, and launch goals. I’m confident I can bring your vision to life. Best regards, Samar H.
$1,500 USD in 20 days
6.1
6.1

Hi, I read your project "Implementation ERPNext" and I can help with it. Based on the description, I would focus on Python automation, reliable data handling, and clear implementation notes. I noticed the listed skills include PHP Python Software Architecture ERP Web Hosting Server. I will also pay attention to the technical architecture, consider the infrastructure needed for a clean handoff. I will first confirm the exact requirements, then deliver the work in clean, reviewable steps so you can give feedback early instead of waiting until the end. My approach: 1. Review the full requirements and confirm the desired outcome. 2. Build or complete the core work with attention to quality, usability, and reliability. 3. Test the final result, make revisions if needed, and hand over the finished files or setup notes. Before starting, I have three quick clarification questions: 1. For "setup • moderate customization • custom development We are specifically looking for...", what exact features, edge cases, and final output should be included so I match your expected result? 2. You mention PHP, Python. Is this the required stack, or should I recommend the best architecture around your existing setup? Best regards
$2,250 USD in 7 days
6.6
6.6

OVER 10 YEARS OF EXPERIENCE IN IT, HIGH QUALITY DELIVERY Hello! This ERPNext project needs a practical implementer, not someone who turns native ERPNext features into unnecessary custom development. I can set up a new ERPNext system for your German medical device company with Accounting, Sales, Purchase, Stock, CRM, Helpdesk, Quality, Email, Reports, Dashboards, roles, permissions, backups, SSL, and user training, while keeping the interface simple for non-technical office staff. Native ERPNext can cover customers, leads, opportunities, quotations, sales orders, delivery notes, invoices, stock, batches, serial numbers, warehouses, dashboards, reports, document attachments, email templates, and user permissions. Configuration would cover role-based workspaces, workflows, customer pricing, payment reminders, dashboards, email integration, bank import, backups, and daily task shortcuts. Minor customization may be needed for simplified forms, custom fields, global search improvements, customer portal adjustments, and Germany-specific document flows. Custom development would likely apply only to XRechnung, ZUGFeRD, advanced global search, payment integration, or future AI workflows if native apps do not fully cover them. I can work fixed-scope, keep the 3-week core go-live target realistic, document all changes, and train admin and end users clearly. Warm regards, Yulius Mayoru
$1,500 USD in 7 days
5.8
5.8

I understand you need a straightforward ERPNext implementation, focused on delivering a simple, efficient system for non-technical users within 3 weeks. In a recent project for a healthcare equipment provider, I set up core ERP modules like Sales, Inventory, Accounting, and CRM with role-based dashboards, minimizing clicks to boost user adoption. Here’s how I would approach your needs: 1. Native ERPNext: Most required modules (Accounting, Sales, Inventory, CRM) are out-of-the-box functionality. 2. Configuration: Role-based workspaces, email integration with Office365, customer portal setup, reports, and dashboards tailored for your workflows. 3. Minor customization: Simplified forms and context-sensitive buttons to reduce user clicks; payment gateway integration with Stripe or PayPal linked to invoices. 4. Custom development: Customized global search across linked documents and records. For email integration, will you handle Microsoft 365 credentials, or should I assist setting this up? Also, for inventory batch and serial tracking, do you have preferred naming conventions or tagging standards? I can deliver a fixed-price proposal with a clear timeline, focusing on a ready-to-go ERP in 3 weeks. Ready to start as soon as you are.
$3,000 USD in 7 days
5.9
5.9

✋ Hi there. I can implement your ERPNext system with all required modules and German e-invoicing within 3 weeks. ✔️ I completed a similar ERPNext implementation for a German medical device distributor with CRM, inventory, LOT tracking, XRechnung, and a B2B customer portal. I install ERPNext on your infrastructure, configure CRM with email integration, inventory with LOT/serial tracking and stock alerts, accounting with XRechnung/ZUGFeRD and DATEV export, and a B2B portal with order history. I set up role-based dashboards for non-technical staff, global search across all modules, and automated dunning. I deliver technical docs, admin training, and end-user training. Let's chat about your master data and specific workflows. Best regards, Mykhaylo
$2,250 USD in 7 days
5.7
5.7

Your brief is the clearest ERPNext request I have read in a while: a medical device company that already knows native vs. configuration vs. custom, needs LOT and serial traceability, and needs German XRechnung and ZUGFeRD 2.1.1 from day one. I would treat go-live in 3 weeks as the hard target and protect it by doing the custom pieces (B2B portal, payment linking) last, after the native core is live and your staff are already entering real orders. Here is the honest breakdown you asked for, so nothing standard gets billed as custom development: 1. Native ERPNext (no code): Accounting, Sales, Purchase, Stock with batch/LOT and serial number tracking, CRM (leads, opportunities, contacts, activities, tasks, follow-ups), Project Management, Helpdesk, Quality Management, newsletter and mailing lists via the Email Campaign and Newsletter doctypes with GDPR unsubscribe, document attachments, dunning and payment reminders, customer statements, bank statement import and reconciliation, and the analytics dashboards (top customers, best sellers, receivables, slow/fast movers) from native report types. 2. Configuration and setup: role-based workspaces, dashboard shortcuts, minimal-click forms, permission rules so a sales rep sees their own customer history without touching another mailbox, Microsoft 365 / Outlook via IMAP/OAuth with logging and templates, custom fields (device model, manufacturer), naming series, print formats, daily backups, HTTPS, and optional 2FA. 3. Minor customization: extending global search so one query for a manufacturer name returns products, devices, customers, sales transactions and invoices across modules (native global search plus indexed custom fields and link fields), context-sensitive buttons, and customer-specific pricing through native Pricing Rules surfaced cleanly. 4. Custom development: the B2B customer portal (secure login, order history, invoice and delivery-note downloads, repeat orders, order tracking) and Stripe/PayPal/Mollie payment status written back onto ERP transactions. DATEV export and any XRechnung edge cases beyond the native German e-invoicing region settings fall here too. On references: my direct shipped match for the riskiest part is a multi-org SaaS platform I built with Stripe billing where payment webhooks reconciled against invoice records, which is the same pattern your portal-to-ERP payment linking needs. I have not pretended this is a 10-year ERPNext agency; I implement ERPNext as a senior engineer who reads the docs before quoting, which is why my native column above is long and my custom column is short. Fixed-price, fixed-scope confirmed: 2,400 USD. This stays inside your budget and covers everything except production hosting assumptions, exactly as you framed it. Rough timeline inside the 3 weeks: 1. Week 1: install, core modules, permissions, workspaces, M365 email, master data import. 2. Week 2: inventory traceability, e-invoicing (XRechnung/ZUGFeRD), bank reconciliation, dashboards, global search. 3. Week 3: B2B portal + payment linking, documentation, admin and end-user training. Done = office staff can quote, confirm a sales order, ship with a LOT/serial delivery note, and issue a ZUGFeRD-valid invoice in under five clicks, on your production server. One scope decision before I start: should the B2B customer portal and payment integration be inside this fixed 3-week scope, or run as a phase two right after core go-live so the ERP itself is never at deadline risk? P.S. ERPNext's native German e-invoicing covers XRechnung and ZUGFeRD via the region and company tax setup, but DATEV export is not fully native. I would scope that as a small custom export mapped to your tax advisor's exact SKR account format, since a generic DATEV file usually gets rejected on the first import. Waqar
$2,400 USD in 7 days
5.5
5.5

Having read through your project description thoroughly, it is clear that you're looking for an ERPNext specialist who can integrate the system most relevantly for your business requirements. As a freelance web and software developer with significant experience in custom software development and system architecture, I am fully equipped to meet these demands and more. My expertise lies in building smart and scalable digital solutions customized to fit unique business needs. From working with various industries similar to yours, I have developed an adept understanding of the core ERP modules you require: Accounting, Sales, Purchase, Inventory/Stock, CRM, Project Management, Helpdesk/Customer Support, Quality Management, Email Integration as well as Reports & Dashboards. Moreover my strongholds are providing practical innovation, future-readiness and thorough client-centered approach in my solutions. With hands-on experience on Microsoft 365 / Outlook integration preferred and payment integrations, I assure you a secure customer login portal that offers comprehensive visibility of customer communication alongside all required functionalities. Alongside promoting simplicity for non-technical users for daily tasks through role-based workflows and customized dashboards.
$1,500 USD in 10 days
5.3
5.3

I can deliver a full ERPNext implementation aligned with your fixed scope, focusing strictly on native functionality, clean configuration and only minimal customization where absolutely required. I’ll structure the system for non‑technical office staff with role‑based workspaces, simplified forms, shortcut‑driven navigation and minimal‑click workflows so daily operations flow smoothly across CRM, quotations, sales orders, delivery notes, invoicing, stock and accounting. I’ll configure all core modules, email integration with Microsoft 365, customer communication logging, dashboards, B2B customer portal with secure login, customer‑specific pricing, order history, invoice downloads and payment integration. Inventory will be set up with LOT and serial tracking, warehouse visibility, valuation and searchability across all key fields. Accounting will include receivables, payables, dunning, reconciliation, bank import and German e‑invoicing formats such as XRechnung and ZUGFeRD. I’ll document clearly which items are native ERPNext, which are configuration, which require minor customization and which require custom development, keeping custom code to a minimum. Reporting dashboards for customers, products, finance and inventory will be built using ERPNext’s native tools. You’ll receive full documentation, admin training and end‑user training, plus a clean handover ready for production within your three‑week timeline. I confirm fixed‑scope delivery.
$2,500 USD in 15 days
5.3
5.3

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