Pro Tips to speed up ERPNext Implementation

This is a small recopilation of basic notes for some of the customizations we required to do while adapting ERPNext v6.15.x to our needs (using it under Software as a Service hosting), just in case someone needed help facing the same issues:

  • Adding new fields. We needed to add a new field to each Item to keep the info on where it is located in the warehouse (only one warehouse, so with only a field it’s enough for us). You can find the reference on how to do this here: How to add a new field to a product? Unique identifier or additional barcode field
    Bear in mind that, when you add a new Field, you can drag and drop it to your desired location in the form.

  • Using images for each Item, we needed to hide the images in the Delivery Note printing. To achieve this, please refer to: Hiding product images. The key idea is that such form has a child form called “Delivery Note Item”, that is the one fetching each Item register. It’s from there where you can work to customize each line as you desire.

  • Duplicating a Form and tailoring it to your needs. In this thread: Hiding product images there’s also a more powerful solution that lets you duplicate&modify a Form to customize it to your needs, so you can later choose which one you want to use when printing. It was really useful to make variations of an existing Form and keeping them all.

  • Changing the default UoM that appears when you create a new Item. You need to go to Setup->Stock Settings (I guess these are the english names, as we work using a translation) and change it there.

  • Backups are automatically generated by the system, and you can fetch them in Setup->Data->Backups (I guess these are the english names, as we work using a translation). If you use a local installation, you can restore them by the methods explained in https://github.com/frappe/erpnext/wiki/Restoring-From-ERPNext-Backup. If you are working under SaaS hosting, you need to contact the team in order for them to restore it for you.

  • Selling some Products together. If you need to group some Items and sell them together, you can use what ERPNext calls “Product Bundles”. Take a look at https://frappe.github.io/erpnext/user/videos/learn/product-bundle for more info.

  • Special pricing. Of course you arrange the prices in price-list’s, but ERPNext has a powerful feature that lets you alter them (i.e. group discounts and such) following the rules you desire (and you can even priorize them). Here’s the key: https://frappe.github.io/erpnext/user/manual/en/accounts/articles/pricing-rule.html.

  • Item Variants. We create Items that have two Variants, that end up in some 80 different combinations of them. You need to use the button “Make Variant” to create each of the combinations, but you work one by one, which was not convenient in our case. In the thread Item Variants automatic grid generation you can find the Data Import Tool solution, that helps you speed up the process. And that’s another really powerful feature as well…

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