ERPNext–Tally Automation & Reporting Upgrades -- 2

Заказчик: AI | Опубликовано: 20.01.2026

We are looking to hire an experienced ERPNext / Frappe developer with strong Tally integration knowledge for a set of ongoing enhancements and process improvements in our ERPNext system. The work includes stock workflows, sales-to-dispatch automation, Tally sync fixes, validations, permissions, and compliance (eInvoice & eWay Bill). This is a long-scope project and may turn into continuous work for the right freelancer. ERP & Tech Stack ERPNext v15 Frappe Framework Tally Integration (XML / API based) Server Scripts (preferred over custom apps where possible) Scope of Work (Detailed) 1. Tally Integration Improvements Fix Sales Invoice push to Tally Fix Credit Note push to Tally Enable Bulk Push to Tally Auto Push to Tally on Submit of: Sales Invoice Credit Note Ensure correct GST, Party, Ledger, and voucher handling 2. Stock, Sales & Dispatch Validations Validation to ensure: Pick List Delivery Note Sales Invoice cannot exceed Sales Order quantity Re-check and enforce mandatory fields across all documents Restrict incorrect document flow usage 3. Custom Doctypes & Workflows Create Material Issue / Dispatch Doctype for: Amazon Shopify Damage / Rejection Testing / Samples Workflow-based automation to generate: Stock Entry (Material Issue) Stock Entry (Transfer) Delivery Note 4. Process Restructuring Redesign Delivery Note → Invoice flow Move loading / dispatch workflow to Sales Invoice instead of Delivery Note Design Sales Order → Dispatch Planning flow directly in ERPNext 5. Permissions, UI & Controls Hide Print button for a specific user (Sanjeet) unless: eInvoice generated eWay Bill generated Field-level permissions: Restrict editing of critical fields Hide unnecessary fields Mark only required fields as mandatory Cleanup extra / unused fields 6. Compliance Automation Generate eInvoice & eWay Bill from a single button Ensure proper validation before generation 7. Reports & Automation Auto-email Order vs Dispatch vs Stock Balance report Schedule email to specific users: Sanjeet Vikas Ensure accurate and optimized data 8. FMS Updates Update FMS (Field Management System): Sync doctype fields Update status handling Ensure consistency with new workflows Deliverables ✔ Fully working features ✔ Clean server scripts / logic ✔ Tested document flows ✔ Minimal custom app usage ✔ Documentation for each major change Strong ERPNext v14 / v15 experience Hands-on Tally integration Stock, Sales, Dispatch, GST domain knowledge Server Scripts, Workflows, Permissions Manufacturing / Trading ERP experience preferred Budget: Open (fixed or hourly) Timeline: Phased delivery (multiple milestones) Looking for quality over speed Please share: ERPNext + Tally projects you’ve done Experience with GST, eInvoice, eWay Bill Your approach to handling large ERP refactors Availability for ongoing support Experience with Indian GST compliance Performance optimization in ERPNext Audit-friendly ERP implementations