ERPNext

ERPNext Integration allows Frappe CRM and ERPNext to work together as a single business platform. It enables you to create customers and quotations directly from deals, synchronize products, and reduce manual data entry throughout your sales process.

When both applications are installed on the same site, data automatically flows between CRM and ERPNext, ensuring your sales and ERP teams always work with consistent information.

Enable ERPNext Integration

To enable the integration:

1. Go to Settings > ERPNext.
2. Enable the integration.
3. Select the default Company.
4. Optionally choose the Deal Status that automatically creates a Customer.
5. Save the settings.

What Gets Synced

Once enabled, Frappe CRM and ERPNext automatically exchange data for supported records.

Customers

Customers can be created automatically from CRM Deals.

• Company Customers — Created using the Deal’s organization.
• Individual Customers — Created using the primary contact when no organization exists.
• Contacts and organization addresses are transferred automatically.
• Territory, Industry, Currency, and Website are copied whenever they exist in ERPNext.

Automatic Customer Creation

Customers can be created in two ways:

1. Automatically when a Deal reaches the configured status (such as Won).
2. Automatically when a Sales Order is created from an ERPNext quotation generated from the Deal.

Create Quotations from Deals

The Create Quotation action opens a new ERPNext quotation with information from the selected CRM Deal already populated.

The quotation includes:

• Customer or CRM Deal information.
• Primary contact details.
• Organization address.
• Products linked to ERPNext Items.
• Quantity, rate, and discount information.

After a customer is created, the Deal page also displays a View Customer button for quick access to the linked ERPNext customer.

Product Synchronization

ERPNext Items and CRM Products remain synchronized, with ERPNext acting as the source of truth.

• Creating an ERPNext Item automatically creates a linked CRM Product.
• Updating an Item updates the corresponding CRM Product.
• Renaming either record updates the linked record.
• Deleting an Item removes the linked CRM Product, and vice versa.

The following fields are synchronized:

• Item Name
• Description
• Rate
• Image
• Disabled Status

Pricing Synchronization

Product pricing displayed in CRM follows ERPNext pricing rules instead of using fixed product prices.

• Product rates are retrieved from ERPNext Item Prices.
• If no Item Price exists, the Standard Rate is used.
• Customer-specific Price Lists automatically apply negotiated pricing on Deals.
• Quotation pricing follows the same pricing logic used by ERPNext.

Customize Deal Actions

The Create Quotation and View Customer buttons are generated by the standard CRM Form Script named Create Quotation from CRM Deal.

To customize this behavior:

1. Open Desk > CRM Form Script.
2. Disable the standard script.
3. Duplicate it or create a new CRM Deal Form Script.
4. Modify the logic, actions, or button visibility.
5. Enable your custom script.

Common Customizations

• Show quotation buttons only for selected Deal stages.
• Add custom Deal actions.
• Modify button labels.
• Launch additional ERPNext documents from Deals.
• Customize quotation creation conditions.

Best Practices

• Deploy Frappe CRM and ERPNext on the same site whenever possible.
• Keep ERPNext as the source of truth for Items and pricing.
• Use customer-specific Price Lists for accurate quotations.
• Review synchronized customer data before generating quotations.
• Create custom Form Scripts instead of modifying standard scripts directly.