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Veepan
  • Veepan User Guide
  • Getting Started
  • Registration
    • Creating your Account
    • Activating Account
    • Basic Setup
  • Fundamentals
    • Invoicing
    • Inventory
    • Services
    • Sales
    • Subscriptions
    • Purchases
    • Accounting
    • GST Filing
    • Customer
    • Vendor
    • Manage Expenses
    • Manage Assets
    • Chartered Accountant
  • Use Cases
    • For Consultancy Firm
      • 1. Basic Setting for Consultancy
      • 2. Create Consulting Services Entry
      • 3. Create Consultants Entry
      • 4. Create Sales Entry for Consulting
      • 5. Create Invoice for Consultancy Sales
      • 6. Record Payment for Consultancy Sales
      • Create Service Tasks
      • Assign a Consultant to each Consulting Service
      • Payment to Consultant
    • For Gym Management
    • For Automobile Service Center
    • For Diagnostic Center
  • Become Partner
    • For Sales Partner
  • Extras
    • Keyboard Shortcuts
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  1. Use Cases

For Consultancy Firm

This section describes how to use Veepan ERP for the Consultancy Firm.

For Consulting Businessese like Medical Consultant, Business consultant, etc using Veepan ERP

1. Basic Setting for Consultancychevron-right2. Create Consulting Services Entrychevron-right3. Create Consultants Entrychevron-right4. Create Sales Entry for Consultingchevron-right5. Create Invoice for Consultancy Saleschevron-rightCreate Service Taskschevron-rightAssign a Consultant to each Consulting Servicechevron-rightPayment to Consultantchevron-right
PreviousAccess Client Business Invoiceschevron-leftNext1. Basic Setting for Consultancychevron-right

Last updated 3 years ago