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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: 40441986
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Active 5 days ago
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7 freelancers are bidding on average $5 USD/hour for this job

With over a decade of experience in Full Stack Development and Digital Solutions, my expertise extends into several critical areas for your project. I am highly skilled in ERPNext implementation and configuration, ERP customization, and automation, and have a good understanding of core modules like Accounts, HR, CRM, Inventory, and Projects - all directly aligning with your needs. My proficiency in the Frappe Framework further strengthens my suitability as I can fully maximize the functionalities of ERPNext for your operations. What sets me apart as a freelance professional is my commitment to not just deliver solutions but to also empower clients with knowledge that enables them to independently operate the system going forward. This echoes your expectations of comprehensive training and documentation that I’m equipped to provide through my extensive experience in teaching users, conducting training/ demo sessions, and creating supporting materials.
$5 USD in 40 days
4.7
4.7

Hi, As per my understanding: You are looking for an experienced ERPNext Functional Consultant and Trainer who can help your team configure ERPNext according to business workflows while also providing practical training sessions for long-term independent system management. The requirement includes module setup, workflow configuration, reporting, permissions, troubleshooting, and implementation guidance for multiple business operations. Implementation approach: I can assist in analyzing your business processes and configuring ERPNext modules including Accounts, CRM, Sales, Inventory, HR & Payroll, Projects, and Workflow automation based on your operational needs. My approach will focus on practical implementation with live training sessions, real-time use cases, dashboard setup, user role management, reporting configuration, and best-practice guidance for smooth ERP adoption. I can also help with functional troubleshooting, permissions, approval workflows, and basic customization support while ensuring your team gains hands-on knowledge to manage the system independently in the future. Documentation and recorded guidance sessions can also be provided for reference. A few quick questions: 1. Which ERPNext version are you currently using? 2. How many team members will require training sessions? 3. Are your workflows already finalized or do you need process consultation as well? 4. Do you require only functional support or some technical customization too?
$5 USD in 40 days
3.7
3.7

Dear Hiring Manager, I am an experienced ERPNext Functional Consultant and Technical Trainer with strong expertise in ERPNext implementation, workflow configuration, user training, and business process optimization across multiple operational domains. I can help your team configure ERPNext according to your business requirements while also ensuring your staff becomes confident managing and operating the system independently. Since your ERPNext environment is already installed and running, I can focus directly on process analysis, module configuration, workflow setup, training, and optimization. My experience includes working with: • Accounts & Finance • CRM & Sales Management • Purchase & Inventory • HR & Payroll • Projects & Task Management • Reports & Dashboards • Workflow Automation & Approval Systems • User Roles & Permission Management I have also worked with ERPNext customization, automation workflows, and Frappe Framework-based configurations for improving operational efficiency and reducing manual processes. I understand practical business workflows and can align ERPNext modules with real operational requirements instead of only performing technical setup. I am available for remote part-time or long-term support engagements and can work on hourly or milestone-based pricing depending on project scope. Thanks!
$3 USD in 40 days
3.4
3.4

Hi, Your ERPNext is installed — now let’s make it actually work for your business. I’m an ERPNext functional consultant with hands-on experience configuring and training across Accounts, CRM, Inventory, HR & Payroll, and Projects. I’ve helped teams go from “we have ERP” to “we actually use ERP.” Here’s what I’ll do for you: • Map your business processes and configure modules accordingly • Set up workflows, approvals, roles, and permissions • Train your team with practical, role-based live sessions • Provide documentation or recorded sessions for future reference • Troubleshoot and fix functional/configuration issues as they come up I’m familiar with Indian accounting practices and the Frappe framework, so no extra learning curve on my end. Remote, part-time, long-term — works perfectly for me. I’d suggest starting with a discovery call to understand your setup and priorities, then we go from there. Let’s talk.
$5 USD in 28 days
2.4
2.4

The efficient path through your ERPNext challenges starts with clear guidance and practical training. I understand that bringing your team up to speed with the intricacies of ERPNext is paramount for your operations. My approach involves thoroughly assessing your current setup and business processes, then providing tailored configurations for modules that fit your needs. I’ll conduct live training sessions that not only explain the functionalities but also encourage hands-on practice. With over five years of experience configuring ERPNext across various industries, I’ve helped businesses like yours streamline their workflows, especially in Finance, Sales, and HR. As a thought: Have you considered using recorded sessions for future training? It can be a valuable resource for onboarding new team members. I can deliver initial training and setup guidance within 30 days. Want to see a quick deliverable preview before committing?
$2 USD in 40 days
0.0
0.0

Delhi, India
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Member since Jul 1, 2013
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