Veepan
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  • 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 Consultancy2. Create Consulting Services Entry3. Create Consultants Entry4. Create Sales Entry for Consulting5. Create Invoice for Consultancy SalesCreate Service TasksAssign a Consultant to each Consulting ServicePayment to Consultant
PreviousAccess Client Business InvoicesNext1. Basic Setting for Consultancy

Last updated 3 years ago