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ERPNext Trainer & Functional Consultant Needed We are looking for an experienced ERPNext Functional Consultant / Trainer who can help us understand, configure, and effectively use ERPNext for our business operations. Project Overview We already have ERPNext installed and running. We need a knowledgeable professional who can guide us step-by-step in configuring modules, setting up workflows, and teaching our team how to use the system efficiently according to business requirements. Responsibilities Understand our business processes and requirements Configure ERPNext modules as per business needs Provide live training sessions and practical guidance Help with setup of: Accounts & Finance CRM & Sales Purchase & Inventory HR & Payroll Projects & Tasks Reports & Dashboards Workflow & Approval setup Explain best practices for ERPNext implementation Assist in user roles, permissions, and basic customization Help troubleshoot functional issues and configuration problems Provide documentation or recorded sessions if possible Required Skills Strong experience with ERPNext implementation and configuration Good understanding of business workflows and operations Experience in training users and explaining concepts clearly Knowledge of modules like Accounts, HR, CRM, Inventory, and Projects Ability to configure workflows, roles, permissions, and reports Good communication skills in English Preferred Skills Experience with Frappe Framework Experience with ERP customization and automation Knowledge of Indian business/accounting processes is a plus Engagement Type Remote Part-time / Hourly Long-term support preferred What We Expect We are looking for someone who can not only configure ERPNext but also teach us how to manage and operate the system independently in the future. Please share: Your ERPNext experience Modules you have worked on Similar projects completed Training/demo experience Hourly or fixed pricing About Us We are a software and technology company working on ERP and business automation solutions for clients across multiple industries.
Project ID: 40454050
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Active 6 days ago
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3 freelancers are bidding on average ₹517 INR/hour for this job

Hi, I’m Sanket, and I’d love to assist you as an ERPNext Functional Consultant & Trainer. I have hands-on experience working with ERP and business automation systems, including ERPNext setup, workflow configuration, user training, and operational guidance for businesses across different industries. Since you already have ERPNext installed, I can help you streamline the implementation and ensure your team understands how to use the system effectively in day-to-day operations. Here’s how I can help: • Understand your business processes and map them into ERPNext workflows • Configure modules based on your operational requirements • Conduct live remote training sessions with practical examples • Help set up and optimize: Accounts & Finance CRM & Sales Purchase & Inventory HR & Payroll Projects & Task Management Reports & Dashboards Workflow approvals & automations • Configure roles, permissions, notifications, and user access • Assist with reports, dashboards, and process improvements • Troubleshoot functional/configuration issues during implementation • Share documentation and recorded sessions for future reference if required I’d be happy to schedule an initial discussion/demo to understand your current ERPNext setup and business workflows. Looking forward to collaborating with you. — Sanket
₹575 INR in 40 days
2.8
2.8

Hi, Getting ERPNext configured correctly from the start — with workflows, roles, and modules aligned to how your team actually operates — is what separates a system people use from one they work around. Here's what I'll cover: - Accounts & Finance — chart of accounts, tax setup, invoice flows, and reporting - CRM & Sales — lead management, quotations, and sales pipeline configuration - Purchase & Inventory — vendor management, stock entries, and procurement workflows - HR & Payroll — employee records, attendance, leave policies, and salary structures - Projects & Tasks — project tracking, task assignment, and progress reporting - Workflow & Approvals — role-based permissions, approval chains, and user access control Every session is hands-on — I'll configure alongside your team and explain decisions in plain language so you can manage the system independently afterward. Documentation or recorded sessions provided as we go. I'll personally ensure each module is tested against your actual business scenarios before we move to the next. One question: which module is causing the most friction right now — should we prioritise that first, or would you prefer a structured end-to-end implementation sequence?
₹400 INR in 40 days
0.0
0.0

Coimbatore, India
Member since Apr 28, 2025
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