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ERPNext Webshop Setup and Publishing Process

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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

  1. Enable ✅ Field Filters (Categories).
  2. Add Website Item Fields:
    • brand
    • item_group
    • item_code
  3. Enable ✅ Attribute Filters (optional, for Colour, Size, etc.).
  4. Save settings.

Step 3: Bulk Upload and Edit Items

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

  1. Download or view Sample Upload Template.
  2. Ensure the following default fields are included:
Fieldname Description Example
item_code Unique item identifier DELL-DC15255
item_name Display name Dell 15 DC15255 Laptop
brand Link to Brand DocType Dell
item_group Link to Item Group Laptops
description HTML/Text Intel i7, 16GB RAM, 512GB SSD
standard_rate Selling Price 50000
show_in_website 1 = Published 1
image Image URL /files/dell15.png
stock_uom Unit of Measure Nos
website_item_group Group shown on webshop Products

3. Upload via Import Tool (Add New or Update Existing Items). 4. Save the spreadsheet at: 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: 

sudo apt install python3-pandas python3-openpyxl

Ensure the column Published in Website is set to 1.

Step 4: Configure and Publish Webshop Items

Path: Website → Website Item

  1. Publish items using the "Publish to Website" action.
  2. Verify each entry under Website Item.
  3. Ensure every item has a Slideshow with matching name to its Item Code or Item Name.
  4. 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: No, Image, Heading, Description), 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 Image column contents into the URL column manually.
  • Name each slide heading as <Item Code> 01, <Item Code> 02, etc.
  • Upload modified CSV again (ERPNext sometimes doesn't retain inline edits).

This ensures all product images appear properly in the webshop.

Summary Flow

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 /all-products

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).
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