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