Hi guys, I’m writing from Argentina and I need some guide / advise on how to implement this great ERP for an Enterprise that sells service of consultants to other enterprises.
The idea is this:
The enterprise A has some employees, every employee has his own category and hourly rate for billing, apart of employees, the enterprise A has to some external consultant that works for it for an hourly rate too.
The enterprise A bill to his customers for each our of each consultant, no matter if the consultant is an employee o an external people.
Every client buys the service for a project for an amount of time or amount of hours, the potentials hours in a month depends on of the presence of the consultant and the holidays in the months.
I need some advice on how to design this implementation.
I have these thoughts.
1- Import Holidays
2- The internal consultants are employees with salary or hourly rate.
3- The external consultants are providers … here I’m completely lost.
4- Create one or more projects per clients and assign to it every consultant.
5- Every consultant needs a timesheet to load his hours.
6- Make a report or document for the client with the hour report.
7- If the client approves the report or document, I’ll make the bill for every hour in the timesheet.
Thank you in advance.
PD: Sorry for my English, please be patient.
I already read many chapters of the manual (Introduction, setup and many modules) but I’m a bit stuck, probably because I miss something, for that reason I’m asking for somethings like a checklist o step list like:
@shreyansh Thanks for your reply. I am following your guidelines. Only issue I am having right now is how to I disable time part in timesheet. Our consultant just give no. of hours work on a given day, not a start stop time.