
Suljettu
Julkaistu
Maksettu toimituksen yhteydessä
1. Lead Management & Quote Follow-ups: We need an automated system for Lead Generation from our emails. Specifically, I need a dashboard or notification system to alert me if I have forgotten to provide a quote for an inquiry after a certain number of days. 2. Core Document Flow: Configure the full sales and purchase cycle: Inquiry → Sales Quote → Sales Order → Purchase Order → Invoice. We need these documents branded with our Company Logo and Mumbai office details. (Format will be provided) 3. Bulk Data Migration (Excel): We have a small database of spare parts. I need you to set up a Configuration Package to upload our master Excel sheet (Items, Descriptions, and Part Numbers) into the system correctly. 4. Euro to INR Landed Cost Configuration: A critical part of our business is importing spares in Euro (EUR) and selling in Rupees (INR). I need the system configured to: Capture the purchase price in EUR or any currency. Apply Item Charges (Freight, Custom Duty, Port Charges) to calculate the true Landed Cost. Automatically handle the Exchange Rate conversion to INR. 5. Pricing & Profit Margin Distribution: I need the ability to define Profit Margins globally or by item category so the system suggests the INR selling price based on the calculated Landed Cost. We need to be able to distribute these margins clearly across our quotes. 6. Statutory Compliance (Indian GST): Ensure the India Localization is fully active, including: GST Registration setup. HSN/SAC code mapping for spare parts. Correct IGST/CGST/SGST calculation for both imports and local sales.
Projektin tunnus (ID): 40300430
9 ehdotukset
Etäprojekti
Aktiivinen 29 päivää sitten
Aseta budjettisi ja aikataulu
Saa maksu työstäsi
Kuvaile ehdotustasi
Rekisteröinti ja töihin tarjoaminen on ilmaista
9 freelancerit tarjoavat keskimäärin ₹5 128 INR tätä projektia

Hello, I would be glad to help configure and streamline your system to support your full sales and purchasing workflow. With experience in ERP configuration, automation, and data migration, I can set up a structured process covering Inquiry → Sales Quote → Sales Order → Purchase Order → Invoice while ensuring all documents are professionally branded with your company logo and Mumbai office details. I can also implement a lead monitoring or notification system that alerts you if quotes have not been sent after a defined number of days, helping you avoid missed opportunities and improving response management. Additionally, I can configure bulk data migration using a Configuration Package to import your spare parts database from Excel accurately. The system will be set up to capture purchase prices in EUR or other currencies, calculate landed costs using item charges such as freight, customs duty, and port charges, and automatically convert values into INR using exchange rates. I will also configure profit margin rules by item or category so the system can suggest selling prices based on landed cost, while ensuring Indian GST compliance including HSN/SAC mapping and IGST/CGST/SGST calculations for imports and domestic sales.
₹7 000 INR 2 päivässä
4,1
4,1

Hope you are doing well! Lets start! Setting up a comprehensive sales, procurement, and pricing system requires end-to-end configuration, automation, and compliance to ensure smooth operations and accurate reporting. Previous projects involved implementing ERP modules for lead management, document workflows, and pricing for trading and spare-parts businesses, including automated reminders for quote follow-ups and dashboard notifications for pending actions. A common challenge was mapping Excel-based item masters into the system correctly without losing part numbers, descriptions, or hierarchy; this was solved by creating a configuration package that validates data before upload and ensures seamless integration with inventory and pricing modules. Another challenge was calculating true landed costs for imports with fluctuating exchange rates; this was addressed by configuring item charges, freight, duties, and port charges, applying automated EUR-to-INR conversion, and linking the calculations to quotes and sales orders for accurate pricing. I know what do I build for you, can complete it to your full satisfaction within your timeline. I am ready for you and waiting here. Thank you.
₹7 000 INR 7 päivässä
3,8
3,8

Hi there, I am ready to start Business Central Setup & Custom Reports. I have 4+ years of experience in PHP and Excel, so I already have a clear idea of how to approach this efficiently. just close your eyes and trust me, you will be happy. You can check my past Microsoft Access and PHP projects here: https://www.freelancer.com/u/msaadarshadkhan Lets Start?
₹1 500 INR 2 päivässä
2,7
2,7

Hello, I see you need a comprehensive Business Central setup focused on lead management, document flow, and pricing tailored to your Mumbai office's needs. Your request for automated quote follow-up alerts and branded sales and purchase documents shows you want both efficiency and professionalism in your system. Your project involves automating lead generation from emails with a notification dashboard, configuring the entire sales and purchase cycle with company branding, and migrating spare parts data via Excel. Additionally, you require a precise landed cost calculation with currency conversion from EUR to INR and accurate GST compliance for Indian regulations. I recently configured a Business Central environment that automated lead tracking and quote management, integrated Excel data migration for inventory, and set up multi-currency landed cost calculations with custom charges. This experience directly applies to building your notification system, document templates, and pricing margin logic while ensuring Indian GST rules are correctly implemented. I can complete the setup, data migration, and custom reporting within 14 days. Let’s discuss how to tailor these features to your exact workflow and ensure smooth integration with your existing processes.
₹1 650 INR 7 päivässä
2,7
2,7

Hello, We would like to grab this opportunity and will work till you get 100% satisfied with our work. We are an expert team which have many years of experience on PHP, Excel, Microsoft Access, CRM, ERP, Business Central, Lead Generation, Automation Lets connect in chat so that We discuss further. Thank You
₹1 500 INR 7 päivässä
2,4
2,4

Mumbai, India
Liittynyt maalisk. 14, 2026
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