Creating Projects in ERPNext

• 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