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BabiSender: Created page with "= ERPNext Webshop: Installation, Bulk Item Management & Setup Guide = This guide outlines the end-to-end process for installing and populating the ERPNext Webshop, ensuring items are correctly categorized, imported, and visually optimized for both internal administration and the customer-facing storefront. == Sources == * https://docs.frappe.io/erpnext/v13/user/manual/en/ecommerce/set-up-ecommerce * https://github.com/frappe/webshop * https://docs.frappe.io/erpnext/v13..."

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Created page with "= ERPNext Webshop: Installation, Bulk Item Management & Setup Guide = This guide outlines the end-to-end process for installing and populating the ERPNext Webshop, ensuring items are correctly categorized, imported, and visually optimized for both internal administration and the customer-facing storefront. == Sources == * https://docs.frappe.io/erpnext/v13/user/manual/en/ecommerce/set-up-ecommerce * https://github.com/frappe/webshop * https://docs.frappe.io/erpnext/v13..."

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= ERPNext Webshop: Installation, Bulk Item Management & Setup Guide =

This guide outlines the end-to-end process for installing and populating the ERPNext Webshop, ensuring items are correctly categorized, imported, and visually optimized for both internal administration and the customer-facing storefront.

== Sources ==
* https://docs.frappe.io/erpnext/v13/user/manual/en/ecommerce/set-up-ecommerce
* https://github.com/frappe/webshop
* https://docs.frappe.io/erpnext/v13/user/manual/en/ecommerce/website-item
* https://docs.frappe.io/erpnext/v13/user/manual/en/ecommerce/ecommerce_settings

== Step 1: Install Webshop ==

You can install the Webshop module in two ways:

=== Option 1: Via Bench (Self-hosted) ===
<pre>
bench get-app https://github.com/frappe/webshop
bench --site [your-site-name] install-app webshop
bench restart
</pre>

=== Option 2: Via Frappe Cloud ===
# Go to the '''Frappe Cloud Dashboard'''.
# Choose '''Sites''' or '''Server → Application'''.
# Under '''Apps''', click '''Install App''' and select '''Webshop'''.

== Step 2: Set Up Item Groups ==

You can use the default Item Groups (e.g. ''Products'' or ''Services'') or create new ones.

# Go to '''Item Group List''' and create or edit an Item Group.
# '''Crucial:''' Check the "'''Show in Website'''" box so the group appears in shop navigation.
# Configure the Item Group's '''taxes, terms, and conditions''' for accurate pricing and compliance.

== Step 3: Configure Webshop Settings ==

Navigate to: '''Webshop Settings'''

=== Display Settings ===
* Products per Page: '''24''' (recommended)
* ☑ Enable Variant Selection
* ☑ Show Price
* ☑ Show Contact Us Button
* (Optional) Show Stock Availability
* (Optional) Show Apply Coupon Code
* (Optional) Allow items not in stock to be added to cart

=== Shopping Cart Settings ===
* '''Company:''' Comfac Corporation
* '''Default Customer Group:''' All Customer Groups
* '''Price List:''' Standard Selling
* '''Quotation Series:''' <code>SAL-QTN-YYYY.-</code>
* ☑ Enable Shopping Cart
* (Optional) Allow Non-Website Items in Cart Quotation

=== Checkout Settings ===
* ☑ Show Price in Quotation
* ☑ Save Quotations as Draft
* (Optional) Enable Checkout — activate when payment systems are ready

== Step 4: Bulk Item Creation (Core Item) ==

You must create the '''Item''' entry before the '''Website Item'''.

# Download the '''Item Import Template''' from the Data Import tool.
# Fill in the template using the critical fields below.

=== Critical Item Fields & Defaults ===

{| class="wikitable"
! Field !! Required Value / Default !! Note
|-
| '''Item Code''' || ''Unique SKU'' || Must be correct; this links all records.
|-
| '''Series''' || <code>STO-ITEM-.YYYY.-</code> || Standard naming series.
|-
| '''Item Name''' || ''Product Name'' || Display name for the product.
|-
| '''Item Group''' || ''Category Name'' || Must match a created Item Group.
|-
| '''Default Unit of Measure''' || Unit || Standard UOM.
|-
| '''Maintain Stock''' || 1 || Set to 1 for physical goods.
|-
| '''Standard Selling Rate''' || ''Price'' || The base price of the item.
|-
| '''Description''' || ''Details'' || Internal/Technical description.
|-
| '''Brand''' || ''Manufacturer'' || e.g., Dell, Netgate.
|-
| '''Default Material Request Type''' || Purchase || Standard procurement flow.
|-
| '''Published in Website''' || 1 || '''Mandatory''' for web visibility.
|-
| '''UOM (UOMs)''' || Unit || Child table UOM entry.
|-
| '''Conversion Factor (UOMs)''' || 1 || Relationship to base UOM.
|-
| '''Company (Item Defaults)''' || ''Your Company'' || e.g., Comfac Corporation.
|-
| '''Default Warehouse (Item Defaults)''' || ''Warehouse Name'' || e.g., Stores - CC.
|}

== Step 5: Attaching Item Pictures ==

After the bulk Item upload, attach image files to each record:

# Open the '''Item''' record.
# Use the '''"Attach File"''' button in the sidebar.
# Upload high-resolution product images.
# These attached images are what the Slideshow will eventually "Fetch."

== Step 6: Bulk Website Item Creation ==

The '''Website Item''' is the public face of your product. Use the '''Website Item Import Template'''.

=== Critical Website Item Fields ===

{| class="wikitable"
! Field !! Required Value / Default !! Note
|-
| '''Website Item Name''' || ''Marketing Name'' || The title shown on the webshop.
|-
| '''Item Code''' || ''Matching SKU'' || '''Must match exactly''' the code from Step 4.
|-
| '''Naming Series''' || <code>WEB-ITM-.####</code> || Standard website item series.
|-
| '''Has Variants''' || 0 || Set to 0 for standalone items.
|-
| '''Published''' || 1 || Set to 1 to make it live.
|-
| '''Item Name''' || ''Internal Name'' || Matches the Core Item name.
|-
| '''Item Group''' || ''Category'' || Website category for navigation.
|-
| '''Stock UOM''' || Unit || Must match the Core Item UOM.
|-
| '''Item Description''' || ''Full Details'' || Long-form text for the item page.
|-
| '''Brand''' || ''Manufacturer'' || Displayed for filtering.
|-
| '''Image Description''' || ''Alt Text'' || Used for SEO and accessibility.
|-
| '''Short Website Description''' || ''Teaser'' || Shown in the grid/list view.
|-
| '''Website Description''' || ''Rich Content'' || Detailed marketing description.
|}

== Step 7: Website Slideshows ==

To provide a premium feel, use the '''Website Slideshow''' feature.

# Navigate to '''Website Slideshow'''.
# '''Naming Convention:''' Use the '''Website Item Name''' or '''Item Code''' to name the entry.
# '''Fetch Images:''' Click '''"Fetch attached images from the document"''' — this pulls images attached to the Item record in Step 5.
# '''Link to Website Item:''' Go to the Website Item record → '''Display Images''' section → select your new Slideshow.
# The '''Main Picture''' on the shop page is pulled from the primary attached picture on the Website Item entry.

== Step 8: Bulk Editing & Fine-Tuning ==

Only perform bulk editing ''after'' the initial creation has been inspected and verified.

* Use the '''"Update Records"''' mode in the Data Import tool to adjust prices or descriptions.
* Verify that each item has a unique '''Route''' to avoid 404 errors.
* Once published, products will appear under <code>/all-products</code> by default.

[[Category:ERPNext]]
[[Category:Webshop]]
[[Category:Setup Guides]]

ERPNext Webshop Setup Guide - Revision history

CITEditor at 07:12, 25 February 2026

BabiSender: Blanked the page