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Creating Projects in ERPNext
Guide
Log into your ERPNext account
Go to Projects
In Projects, click on New to create a new project
Enter the following details:
Project Name - Enter the Batch No./LK No. (This will allow you to track orders, purchases and inventory)
Expected End Date
In the project, enter the following details
Customer - select your customer
A. Sales Order
To create a sales order under a project, click on the “+” sign beside Sales Order
Refer to Sales Order guide for next steps
B. Purchase Order
To create a sales order under a project, click on the “+” sign beside Purchase Order
Refer to Purchase Order guide for next steps