View source for ERPNext Webshop Setup and Publishing Process

= ERPNext Webshop Setup and Publishing Process =

== Step 1: Create Item Groups ==

=== Example Tree ===

 All Item Groups
 ├── Products
 │   ├── Desktops
 │   ├── Industrial Controllers
 │   ├── Laptops
 │   ├── Network
 │   ├── Network Attached Storage (NAS)
 │   └── Servers
 ├── Services
 │   ├── Frappe ERPNext Solutions
 │   │   ├── ERPNEXT Accounting Module (12)
 │   │   ├── ERPNEXT Buying Module (8)
 │   │   ├── ERPNEXT Stock Module (10) 
 │   │   ├── ERPNEXT Sales Module (10
 │   │   ├── ERPNEXT HR Module
 │   │   ├── ERPNEXT Payroll Module
 │   │   ├── ERPNEXT Assets Module
 │   │   ├── ERPNEXT Project Module
 │   │   ├── ERPNEXT Manufacturing Module
 │   │   ├── ERPNEXT CRM Module
 │   │   ├── ERPNEXT Assets Module
 │   │   ├── ERPNEXT Support Module
 │   │   ├── ERPNEXT Logistics Module
 │   ├── Industrial Controller Solutions
 │   │   ├── Driveway Sensor
 │   │   ├── Occupancy Sensor
 │   │   ├── Current Sensor (solar panel monitoring)
 │   ├── Network Solutions
 │   ├── NextCloud Solutions
 │   └── Open Source Solutions
 ├── Raw Material
 ├── Sub Assemblies
 └── Consumable

=== Guidelines ===
* Go to '''Stock → Item Group Tree'''.
* Create or edit groups according to your product/service taxonomy.
* Ensure correct hierarchy (e.g., "Products" and "Services" under "All Item Groups").
* For each '''Item Group''':
** Check ✅ '''Show in Website''' under ''Website Section''.
** Verify the '''route''' (URL path) is valid.
** Optionally write a short description of what the category means (can be added later).

=== Tax Configuration ===
* Groups like '''Services, Goods (Products), Rent''' → typically have Withholding Tax and VAT.
* '''Raw Material, Subassemblies, Consumables''' → generally not published on webshop, internal use only.

=== Special Notes ===
* ''Open Source Solutions'' includes SECADA, STEWARD, SYNX, and third-party open source projects (e.g., Open WebUI, Ollama, WordPress, Mailcow, etc.).

----

== Step 2: Configure Webshop Settings ==

'''Path:''' Website → Webshop Settings

# Enable ✅ ''Field Filters (Categories)''.
# Add Website Item Fields:
#* <code>brand</code>
#* <code>item_group</code>
#* <code>item_code</code>
# Enable ✅ ''Attribute Filters'' (optional, for Colour, Size, etc.).
# Save settings.

----

== Step 3: Bulk Upload and Edit Items ==

'''Path:''' Stock → Item → ⋯ (ellipses) → Import

# Download or view '''Sample Upload Template'''.
# Ensure the following default fields are included:

{| class="wikitable"
|-
! Fieldname
! Description
! Example
|-
| <code>item_code</code>
| Unique item identifier
| DELL-DC15255
|-
| <code>item_name</code>
| Display name
| Dell 15 DC15255 Laptop
|-
| <code>brand</code>
| Link to Brand DocType
| Dell
|-
| <code>item_group</code>
| Link to Item Group
| Laptops
|-
| <code>description</code>
| HTML/Text
| Intel i7, 16GB RAM, 512GB SSD
|-
| <code>standard_rate</code>
| Selling Price
| 50000
|-
| <code>show_in_website</code>
| 1 = Published
| 1
|-
| <code>image</code>
| Image URL
| /files/dell15.png
|-
| <code>stock_uom</code>
| Unit of Measure
| Nos
|-
| <code>website_item_group</code>
| Group shown on webshop
| Products
|}

3. Upload via Import Tool (Add New or Update Existing Items).
4. Save the spreadsheet at: [https://next.comfaccorp.com/f/152937 Nextcloud Product Information Folder]

All product and service images must be uploaded and stored in the respective '''Item''' entries. These images will later be fetched into slideshows automatically.

=== Bulk Automation Tip ===
For large item sets, automate editing using '''Python + Pandas + Openpyxl'''.

Install dependencies:
<pre>sudo apt install python3-pandas python3-openpyxl</pre>

* [https://erp.comfac-it.com/wiki/excel-description-filler-tool-%F0%9F%93%9D Excel Description Filler Tool]
* [https://next.comfaccorp.com/s/CYts2pyFFW8FmPc Bulk Encode Descriptions Script]
* [https://next.comfaccorp.com/s/mjJWZR5RfmsNm6z Bulk Upload File Template]

Ensure the column '''Published in Website''' is set to '''1'''.

----

== Step 4: Configure and Publish Webshop Items ==

'''Path:''' Website → Website Item

# Publish items using the "Publish to Website" action.
# Verify each entry under '''Website Item'''.
# Ensure every item has a '''Slideshow''' with matching name to its Item Code or Item Name.
# Right-click → Open linked '''Slideshow''' in new tab.

=== Slideshow Configuration ===
* Use ''Customized'' type.
* If '''Allow Bulk Edit''' is visible, it is already configured. If not visible, escalate to the system admin team to enable it.
* In the Slideshow table (columns: <code>No</code>, <code>Image</code>, <code>Heading</code>, <code>Description</code>), click the gear icon ⚙️ and add a '''URL''' field to make it visible.
* Note: when using ''Fetch Attached Images from Document'' (from Item → Item Code), ERPNext does not always save the images properly.
* After fetching, download the CSV file and copy the <code>Image</code> column contents into the <code>URL</code> column manually.
* Name each slide heading as <code><Item Code> 01</code>, <code><Item Code> 02</code>, etc.
* Upload modified CSV again (ERPNext sometimes doesn't retain inline edits).

This ensures all product images appear properly in the webshop.

----

== Summary Flow ==

{| class="wikitable"
|-
! Step
! Module
! Key Action
|-
| 1
| Stock
| Create and configure Item Groups (Show in Website)
|-
| 2
| Website
| Configure Webshop Filters (brand, website_item_group, item_code)
|-
| 3
| Stock
| Bulk upload items with all required fields
|-
| 4
| Website
| Publish items and set up slideshows
|-
| 5
| Verify
| Filters and products appear correctly in <code>/all-products</code>
|}

----

== Next Improvements ==

* Add category descriptions and icons for better UI.
* Automate bulk slideshow generation with a script.
* Use tags for easier multi-criteria filtering (e.g., ESG, Open Source, SaaS).