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Every field on the Integrations tab, when an order is sent to ERPNext, and where to see the result.
With ERPNext switched on, the shop creates a Sales Order in your ERPNext site for each order, and the customer if ERPNext does not have them. Data flows one way. Stock and prices are not synced.
The fields appear after you turn on Enabled.
| Field | What to enter |
|---|---|
| 1. Enabled | Turns the integration on |
| URL | The address of your ERPNext site. The shop calls /api/resource/… on it |
| Token | An ERPNext API token, sent as Authorization: token …. The box never shows the saved value |
| Company | The ERPNext company on the Sales Order |
| Warehouse | The warehouse set on the Sales Order |
| Tax Account Head | The account head of the tax row |
| Tax Charge Type | The charge type of the tax row |
| Delivery Charge Account Head | The account head of the delivery-charge row |
| Days | "Default number of days for delivery date calculation". Used when the order has no delivery date |
Select Save Settings when done.
| Enable Integration Override | An order is sent when |
|---|---|
| Off | It is picked up or delivered, whichever happens first |
| On | A delivery person accepts it |
item_code.With the override on, an order that no delivery person accepts is never sent.
Standard mode: status Draft, the customer (found by mobile number, or created), transaction and delivery dates, company, currency, warehouse and item lines. It has a tax row, a delivery-charge row and the discount. A shop with several locations also sends the location's ERPNext branch when one is set.
Turn this on only if your ERPNext site has the custom fields this mode writes, such as custom_shop and custom_b2c. It changes the trigger and sends these values:
| Field | Sent to ERPNext as |
|---|---|
| Customer Group | customer_group of a new customer |
| Custom B2C | custom_b2c of a new customer |
| Territory | territory of a new customer |
| Order Type | order_type of the Sales Order |
| Branch | branch, unless the order's location has its own ERPNext branch |
| Selling Price List | selling_price_list |
| Taxes and Charges | taxes_and_charges |
In this mode the customer is looked up by phone number without the country code, and item rates are sent without tax. The customer and a billing address can be created in ERPNext as soon as the order is placed.