Progress Report of TCC Project

Deployment of ERPNext for a small service company


Progress Report of TCC Project

  • Made the company Nanakana Sahib Education Trust –> Guru Nanak Dev Engineering College –> Testing and Consultancy Cell
  • Made Department as group
  • Made labs as child group of department
  • Created item attribute, item template, item variant: [ item attribute –> item template –>item variant.]
  • Added taxes: [taxes –>Open chart of accounts–> Source of Funds(Liabilities)–>Current liabilities–>Duties and Taxes. Here add child.]
  • Created quotation [Quotation –>Sales order –>(payment request or payment entry) –> Sales invoice and delivery note –> Payment Request –>Payment Entry]

Generated

  • Payment Template
  • Sales and tax template
  • letter head
  • Set up default price list
  1. Company
  2. Customer
  3. Item List
  4. Item Group
  5. Price List
  6. Chart of Accounts
  7. Quotation
  8. Sales Order
  9. Payment Request
  10. Sales Invoice
  11. Payment Entry
  12. General Ledger
  13. Journal Entry
  14. Balance Sheet
  15. Profit and Loss Statement