The Data Import Tool lets you import records from a CSV/Excel file.

Data Import Tool is an easy way to upload (or edit) bulk data (especially master data) into the system.

To begin importing data, go to:

Home > Data Import and Settings > Import Data

Or go to the Document you want to import and click on Menu > Import:

Before using Data Import ensure that you have all of your data ready.

1. Inserting New Records 

Let’s say you want to import the list of Customers from your old system into ERPNext. The first step is to download a template in which we can enter our data.

1.1 Download the Template 

1. Go to Customer List, click on Menu > Import. Click on New.
2. Select Import Type as Insert New Records.
3. Click on Save.
4. Now, click on Download Template.
5. While inserting new records, the template should be blank. If you have a few Customers in your system, you can select Export Type as “5 Records” to see the format in which you have to enter the data in the template.
6. Select the File Type of the export template.
7. Select the fields that you want to fill in as the Customer details.
8. Click on Export.

1.2 Entering Data in the Template 

Your downloaded template will look something like this:

Open the downloaded template in a spreadsheet application (like Excel, Numbers, or Libre Office) and enter the data below the column headings shown as follows:

Now, save your template as an Excel or Comma Separated Values (CSV) file.

You can leave the ID column as blank while inserting new records.

When you import this template, each row will make a Customer record in the system.

1.3 Importing the Template 

1. After updating your template file, go back to the Data Import form and attach the file by clicking on the Attach button.
2. Select the template file and click on Upload.
3. After the upload is successful, click on Start Import.

If there are any errors in your template, they will be shown in the Warnings section. The warnings will be categorized by Row or Column with their number so that you can easily track them down in the template and resolve them. You must resolve all the warnings before you can import the data.

After you have resolved the warnings, click on Start Import again to import the data. On successful import of the data, you’ll see a log of each record that was created in the Import Log section.

2. Updating Existing Records 

Let’s say you want to update Customer data in bulk in your system. The first step is to download the template with the data.

2.1 Download the Template 

1. Go to Customer List, click on Menu > Import. Click on New.
2. Select Import Type as Update Existing Records
3. Click on Save.
4. Now, click on Download Template.
5. While updating existing records, you must export the records from the system with the ID field and the fields that you want to update. You can choose All Records or Filtered Records depending on your case.
6. Select the fields that you want to update for the Customer records.
7. Click on Export.

2.2 Updating Data in the Template 

Your downloaded template will look something like this:

Now, change the values in your template and save the file as Excel or CSV.

While exporting records for updating them, ensure that the ID column is exported and is untouched. The values in the ID column are used to identify the records in the system. You can update the values in other columns but not in the ID column. If you remove some child table row, the system will consider that the row is supposed to be deleted.

2.3 Importing the Template 

Follow the steps in Importing the Template section above.

3. Importing Child Records 

Data in ERPNext is stored in tables like a spreadsheet with columns and rows of data. Each form likes Sales Order has multiple fields like Customer, Company, etc. It also has tables like the item table, tax table, etc. In Data Import, the set of fields in the Sales Order are treated as the main table and the rows inside the child table (item table) are treated as the child table for data import.

Each form in ERPNext can have multiple child tables associated with it. The child tables are linked to the parent tables and are implemented where there are multiple values for any property. For example, an Item can have multiple prices, a Sales Invoice has multiple Items, Taxes, and so on.

When you export a document with child tables, for e.g., each child row will appear on a separate row but it is associated with a single parent row. The subsequent values in the parent columns will remain blank. You must ensure that this order is not broken when you are importing them via Data Import.

4. Import Options 

4.1 Import from Google Sheets 

You can also import data from Google Sheets. Import your template in Google Sheets and enter the data. Make sure the Google Sheet is public. You can test this by opening the Google Sheets URL in an incognito browser window.

4.2 Submit After Import 

In ERPNext document types are mainly of two types – masters and transactions. The masters are records like Customer and Task which can only be saved not submitted. Transactions like Sales Orders, Purchase Invoices are submittable documents and can be submitted.

When you select a submittable document type for Import, you can tick Submit After Import to submit the document after it is imported.

4.3 Don’t Send Emails 

Let’s say you have created a Notification in your system and whenever a Lead is created an email is sent. Now, if you are bulk importing Leads then a lot of emails will be sent, which may not be desired. You can disable this option to avoid sending emails.

5. Additional Notes 

5.1 Upload Limit 

There is no hard limit on the number of records that can be imported. But you must try and upload only a few thousand records at a time. Importing a large number of records (let’s say 50,000) might slow down the system considerably for the users that are using the system.

5.2 CSV Files 

A CSV (Comma Separated Value) file is a data file that you can upload into ERPNext to update various data. Any spreadsheet file from popular spreadsheet applications like MS Excel or Open Office Spreadsheet can be saved as a CSV file.

If you are using Microsoft Excel and using non-English characters, make sure to save your file encoded as UTF-8.

For older versions of Excel, there is no clear way of saving as UTF-8. So save your file as CSV, then open it in Notepad, then save as “UTF-8”. (Or upgrade your Excel!)

Data Export lets you export data from DocTypes to a CSV or an Excel format.

After exporting data, you can use the same file to import data using Data Import.

To access Data Export, go to:

Home > Settings > Data Export

1. How to Use Data Export 

1. Go to the Data Export DocType.
2. Select the DocType whose data you want to export.
3. Select the file format whether CSV or Excel.
4. Select the fields to export, the red ones are mandatory.
5. You can also add filters to select only specific data, for example, Grand Total >= 1,000 for Sales Orders.
6. Click on Export to download the file.

Introduced in Version 12

When a new company is created in IONIC ERP, the Chart of Accounts for it is created by default with a pre-set structure. However, if you have your own Chart of Accounts, you can import it using the Chart of Accounts Importer.

It allows you to create your own Chart of Accounts according to your requirement and import it into the system.

Any existing Chart Of Accounts against that company will be overwritten. Make sure the company you are selecting doesn’t have any pre-existing transactions otherwise you’ll receive a validation error.

To access, go to:

Home > Getting Started > Chart of Accounts Importer

1. How to import Chart Of Accounts 

1. Select the Company for which you want to import the Chart of Accounts.
2. Click on “Download Template” button to download the template. Select file type in which you want to download the template. Select the template type and click on “Download”. “Sample Template” contains pre-filled sample data so that you get an idea of how to fill the template. You can edit the data in “Sample Template” itself or download “Blank Template” for a fresh template.
3. Once you download the template, fill in the details in the template as shown in the sample template below. Please make sure to make accounts for account types “Cost of Goods Sold”, “Depreciation”, “Fixed Asset”, “Payable”, “Receivable”, “Stock Adjustment”. Root types for these accounts must be one of Asset, Liability, Income, Expense, and Equity.To know more about “Account Types” and “Root Types” click here click here
4. Click on “Attach” to upload the template.
5. Once you upload the template you’ll be able to see the preview of the Chart of Accounts in the Chart Preview section.
6. If everything seems correct in the preview, click on “Import” in the top right corner and the accounts will be created.
7. To verify the created accounts you can go to Chart of Accounts and see the newly created accounts for that company.

In the ERPNext, you can manually download database backup. To get the latest database backup, go to:

Home > Settings > Download Backups

Backup available for the download is updated in every eight hours. Click on the link to download the backup at a given time.

By default three latest backups will be available for the download. To change this, click on “Set Number of Backups”. This will take you to System Settings where you can set Number of Backups available for download at a time.

Downloading Files Backup 

Clicking on Download Files Backup will send an email with links to the backup for both private and public files. Email must be configured for this to work.

Automating Backups to Cloud Storage 

You can also automate your backups to be uploaded directly on a cloud storage platform. Currently, ERPNext supports:

1. Amazon S3
2. Dropbox
3. Google Drive

Introduced in Version 14

It is an assembly of people for a particular purpose or agenda, especially for formal discussion about Quality aspects.

Quality Meetings are conducted to review the Quality Reviews that have been generated. The minutes (summary) of these meetings would include the discussion on the various Quality Reviews.

To access Quality Meeting, go to:

Home > Quality > Meeting > Quality Meeting

1. How to Create a Quality Meeting 

1. Go to the Quality Meeting list, click on New.
2. Enter an Agenda. It is a list of meeting activities in the order in which they are to be taken up.
3. In the Minutes table enter:
   • Document Type: Select from Quality Review, Quality Action, or Quality Feedback.
   • Review: Select the Quality Review, Action, Feedback to be discussed.
   • Minute: Written or recorded documentation that is associated with the Review.
4. Save.

The Status of the Meeting can be set to Closed once the agenda is done.

> Introduced in Version 14

It is a collection of individual metrics that helps to define your quality goals. It is a basic quality management process to establish a set of quality objectives.

You can create a Quality Goal for your business having multiple Quality Objectives. Different Quality Objectives for a Goal can have definite numeric target or target measured in terms of completion status(yes or no). It is monitored based on Frequency which is set for that Goal.

If you set the frequency, a Quality Review document will be created automatically periodically where you can maintain the actual performance measures.

To access the Quality Goal list, go to:

> Home > Quality > Quality Goal

1. How to Create a Quality Goal 

1. Go to the Quality Goal list, click on New.
2. Enter a name for the goal.
3. Select a Quality Procedure to be followed to achieve the Goal.
4. Created By is the Person responsible for the creation of the Goal.
5. Enter a Monitoring Frequency from ‘Daily’, ‘Weekly’, ‘Monthly’, or ‘Quarterly’. Select ‘None’ if no monitoring is needed. In the Objectives table, enter:
   1. The Objectives which consist the various Objectives that need to be completed to meet the a Quality Goal.
   2. The Target which consists of the numeric target value of an Objective that is to be met.
   3. The Unit of Measurement to measure the Target. Eg: Leads, Hours, etc. 
6. Save.

The Revision field shows The number of times the document was saved.

Creating a Quality Goal:

> Introduced in Version 14

A Quality Action is taken on a Quality Review to correct unsatisfactory results or prevent them from happening.

Quality Action is a standard feature to allow implementation of corrective and preventive actions. This will meet compliance with industry regulations including GMP, ISO 9001 and 14001, TSCA, REACH, etc.

Quality Action workflows provide a controlled environment and reduce the risk of repeat issues by ensuring that defined solutions and processes are met.

Quality Actions can be initialized for a Quality Goal or for a Customer Feedback which may not meet the expected quality standards. Depending on that a Corrective or Preventive Action can be started.

To access Quality Action, go to: > Home > Quality > Review and Action > Quality Action

1. Prerequisites 

Before creating and using a Quality Action it is advised to create the following first:

• Quality Review or Quality Feedback

2. How to create a Quality Action 

1. Go to the Quality Action list, click on New.
2. Select whether it’s a Corrective or Preventive action. This indicates whether the action is being scheduled for Corrective or for Preventive Purpose.
3. Select the Document Type whether a Quality Review or a Quality Feedback.
4. Select the actual Quality Review or Feedback under Document Name.
5. Enter a Resolution proposed for the problem in the Resolution field.
6. Save.

The Status field indicates whether the Quality Action is Open and ongoing or Closed.

Introduced in Version 14

A Quality Review is a record of the performance against Quality Goal at regular intervals.

A Quality Review is an inspection with a specific structure, defined roles, and procedure designed to ensure a product’s completeness and adherence to quality standards. The Quality Review is used to check if all Objectives of a Quality Goal have been achieved.

To access the Quality Review list, go to:

Home > Quality > Review and Action > Quality Review

1. Prerequisites 

Before creating and using a Quality Review it is advised to create the following first:

• Quality Goal

2. How to Create a Quality Review 

1. Go to the Quality Review list, click on New.
2. Select a Quality Goal which is to be Reviewed.
3. In the Review section of the Reviews table, leave a review about a Quality Objective.
4. Save.

Note: If the Quality Procedure is linked to the Quality Goal, the Quality Procedure will be fetched in the Quality Review.

You can also add some notes in the ‘Additional Information’ section.

3. Features 

Periodic Auto Creation 

if you have set the frequency of review in your Quality Goal, then the Quality Review will automatically be created and its status will be set to “Open”. The quality manager can then check open reviews and complete the inspection.

4. Next Steps 

After you have completed a Quality Review, you can create a Quality Action against it if you want to record any corrective or preventive actions

Introduced in Version 14

A Non Conformance is a observation that can be filed by any person in the organization to note non compliance to a specific procedure

Once Quality Procedures are defined, the goal of a quality focussed organization is to ensure that they hare followed. This ensures consistent quality and parameters as per the customer’s expectation. If these procedures are not followed, an observation is recorded via a Non Conformance or called NC in quality systems.

In IONIC ERP, you can create a Non Conformance by selecting the Quality Procedure against which it was observed, maintain its status and record corrective and preventive actions

1. Prerequisites 

1. Quality Procedure

2. How to Create a Non Conformance 

1. Go to Quality > Non Conformance or find the Quality Procedure and click on + from the dashboard.
2. Record your observations
3. Record corrective / preventive actions if any
4. Update status

For creating the Quality Feedback first you must decide the parameters by creating the Quality Feedback Template. The templates generally contain the name the template, scope and the different parameters to be entered. The different parameters can be decided on the basis of different occasions and survey.

To access the Quality Feedback Template, go to:

Home > Quality > Quality Feedback Template

1. How to create a Quality Feedback Template 

1. Go to the Quality Feedback Template list, click on New.
2. Enter a name for the template.
3. In the Parameters table, list down the various processes/parameters on which you want the user to rate and give the feedback.
4. Save.

A Warranty Claim is when a Customer claims free repairs within the Warranty Period of the item/service you’re providing.

If you are selling Items under warranty or if you have sold and extended service contract like the Annual Maintenance Contract (AMC), your Customer may contact you about an issue or a break-down of the product and provide you the Serial No of this Item.

To access the Warranty Claim list, go to:

Home > Support > Warranty > Warranty Claim

1. Prerequisites 

Before creating and using Warranty Claim, it is advised that you create the following first:

• Customer
• Serial Number
• Item

2. How to Create Warranty Claim 

1. Go to the Warranty Claim list, click on New.
2. Select a Customer.
3. Select the Serial Number of the Item on which Warranty Claim is to be recorded. The system will then automatically fetch the Serial No’s details and indicate whether this is under warranty or AMC.
4. Enter a description of the Issue. User can upload and image and create a table.
5. Save. 

2.1 Additional Options when Creating a Warranty Claim 

• Status: While creating a Warranty Claim, the status will be set as “Open”. User can change the status to:
  • Work In Progress: Fix/repairs are being done on the Item.
  • Closed: The repairs have been done and the Warranty Claim is now closed.
  • Cancelled: The Warranty Claim was invalid and the claim was closed.
• Issue Date: While creating the Warranty Claim, the current date will be captured. This field is editable.

3 Features 

3.1 Item and Warranty Details: 

Once a Serial Number is selected, the following details about the Item will be fetched:

• Item Code
• Item Name
• Item Description

The details about Warranty/AMC will be fetched according to the Serial Number.

• Warranty / AMC Status: The possible options are “Under Warranty”, “Out of Warranty”, “Under AMC”, or “Out of AMC”. The status can be changed to Out of Warranty/AMC if the Item has been tampered with or Warranty is void depending on your terms of service.
• Warranty Expiry Date
• AMC Expiry date

3.2 Resolution 

• Resolution Date: When the warranty or AMC is Closed, current date and time will be fetched in resolution Date field automatically. This field is also editable.
• Resolved By: Set the Email ID of the User who has resolved the Warranty Claim. The email ID is linked with User created in the system.
• Resolved Details: This is a text field. User can enter details about the Warranty or AMC claim. A User can also upload the image, enter or create a table.

3.3 Customer Details 

The following details of the Customer will be fetched:

• Customer Name
• Contact Person
• Territory
• Customer Group
• Customer Addresss

Service Address: User can enter the Service Address if it is different from Customer Address.

3.4 More Information 

• Company: The Warranty or AMC is created from the company will be selected automatically.
• Raised By: User can enter the Name of the person who has raised the Warranty or AMC in case the Customer is an organization.
• From Company: User can enter the name of the company from which the warranty or AMC has been created.

If a Customer visit is required to address the issue, you can create a new Maintenance Visit record from this.

All the global settings for support related documents can be found in Support Settings.

To access Support Settings, go to:

Home > Support > Settings > Support Settings

1. Service Level Agreements 

1.1 Track Service Level Agreement 

Enable this feature to start using and tracking Service Level Agreement in Issues.

1.2 Allow Resetting Service Level Agreement 

This allows a User to reset the Service Level Agreement in Issues. User will get a button to Reset Service Level Agreement for Open Issues in the Service Level tab. Clicking on the button before the SLA fails will reset the SLA. The support team user will have to state a reason for resetting the SLA.

2. Issues 

2.1 Close Issue After Days 

Any “Replied” or “Resolved” issue will be closed after the number of days defined in this field. However, if the Customer replies to a closed Issue, the Issue will Open again.

An Issue is an incoming query from a Customer, usually via email or from the Contact section of your website.

Tip: A dedicated support Email Address is a good way to keep track of incoming queries. For example, you can send support queries to IONIC ERP at support@erpnext.com and it will automatically create an Issue in our system.

To access the Issue list, go to:

Home > Support > Issues > Issue

1. Prerequisites 

Before creating and using Issues, it is advised that you create the following first:

• Customer
• Email Account

2. How to Create Issue 

Issues are automatically created if you use the append to feature in Email Account.

You can also create an Issue manually, to do that:

1. Go to the Issue list, click on New.
2. Enter the Subject, Raised By, and a description of the Issue.

2.1 Additional Options when Creating an Issue 

• Status: When a new Issue is created, its status will be “Open”, when it is replied, its status becomes “Replied”.
  • Open: The Issue has been created and yet to be replied to.
  • Replied: A reply has been sent to the Issue.
  • Hold: The Issue is on Hold due to some reason.
  • Resolved: When the users are reasonably sure that they have provided the customer with a solution to their problem but have not received an acknowledgment about the resolution from the customer.
  • Closed: The Customer got a satisfactory resolution that he has indicated with an acknowledgment and the Issue was closed.

  If the sender replies to the thread, the status becomes “Open” again. User can “Close” the Issue manually by clicking on the Close button on the top right.

Note: If SLA has been set up, then the fulfillment status of the SLA will be updated on both, the Closed as well as the Resolved status.

• Customer: If the email was sent from a Customer stored in your IONIC ERP account, then a Customer link will appear in this field.
• Priority: Priority can be set as per the requirements. By default, there are three priorities–Low, Medium, and High. You can delete these or add more as needed.
• Issue Type: An Issue can be classified using Issue Type. Examples of Issue Types can be: ‘Functional’, ‘Technical’, ‘Hardware’, etc.
• Raised By (Email): The email ID from which the Issue was sent will be shown here.

3. Features 

3.1 Details 

• Description: This is a text field in which details about the Issue can be seen. This can also contain an image or a table.

3.2 Service Level Agreement 

It is a contract between a service provider and the end user that defines the level of service expected from the service provider.

User can select the Service Level Agreement (SLA) from the list.

• Every Issue will have a Time to Response and Time to Resolve within which the Support team has to Respond and Resolve the Issue.
• The Priority can be changed to escalate the Issue. The priorities need to be specified in the Service Level Agreement.
• If needed, the Service Level Agreement can be reset by clicking on the Reset Service Level Agreement button in Issues shown as follows:

3.3 Response 

• Mins to First Response: Time in minutes from when the Issue was created to when the first reply was sent.
• First Responded on: When a Support team member first replies to the issue, first response date and time will be updated.
• Average Response Time: The average time taken to respond to the Customer. This is calculated by taking the average of all time spans between Received and Sent Communications. This field will be updated on every reply sent to the customer.

3.4 Reference 

User can filter the issues based on these fields linked to the Issue:

• Lead
• Contact
• Email Account
• Project
• Company

3.5 Resolution 

• Opening Date: When the issue is created or logged the date be posted.
• Opening Time: When the issue is created or logged the exact time will automatically be posted.
• Resolution Date: When the user resolved the issue, Date and Time will get updated in this field.
• Resolution Details: User can enter the details of the issue, once it is resolved. This is a text field. Also, user can upload the image, enter or create a table.
• Resolution Time: Total time taken to close the ticket (from Issue creation to closing).
• User Resolution Time: Many times a user has to wait for a customer’s reply in order to solve some Issue. While measuring User’s productivity this wait time shouldn’t be taken into consideration. Hence, user resolution time is the total time taken by a user to close the ticket and can be calculated as:Resolution time – Total Time for which the user had to wait for a customer’s reply

The Resolution Time and User Resolution Time metrics are set on “Close”. These metrics reset automatically when the Issue reopens or splits.

Via Customer Portal 

If the Customer raising the Issue is a Website User (no access to modules), this checkbox will be ticked to indicate that.

4. After Saving 

4.1 Add Comments 

Once the Issue is registered, support team Users can add comments for the issue. This field is editable. Comments in Issues are for internal discussions and will not be visible to the Customers.

4.2 New Email 

Users can compose an email to the person that has raised the Issue. All the mails (received as well as sent) can be seen in a thread in the Issue.

4.3 Discussion Thread 

The email discussion thread in an Issue maintains all the emails which are sent back and forth against this Issue in the system so that you can track what transpired between the sender and the person responding.

• When a New Email is sent from your mailbox, an automatic reply is sent to the sender with your message and the Support Ticket Number.
• The sender can send additional information to this email.
• All subsequent emails containing this Issue number in the subject will be added to this Issue thread.
• The sender can also add attachments to the email.

4.4 Assigning Issues to Users 

Issues can be assigned automatically among Users using Assignment Rule.

You can assign an Issue to a specific User by clicking on “Assign” feature in the left sidebar. This will add a new To Do to the user and also send a message indicating that this Issue is allocated.

4.5 Closing 

• You can close the Issue manually by clicking on ‘Close’ in the toolbar.
• If the sender does not reply in 7 days, then the Issue gets closed automatically.

Issue Type is useful for tagging and classifying Issues.

Classifying Issues helps in assigning the concerned team members to specific Issues. Examples of Issue Types can be: ‘Functional’, ‘Technical’, ‘Hardware’, etc. So engineers can be assigned to technical or hardware issues and consultants would be assigned to address functional issues.

To access the Issue Type list, go to:

Home > Support > Issues > Issue Type

To create an Issue Type, click on New and enter a name for the type. A description can be added.

Issue Priority

Issue Priority indicates the urgency of solving an Issue

User can create priorities like “Low”, “Medium”, “High”, “Critical”, etc. Issue Priority will be used while creating the Service Level Agreement.

To access the Issue Priority list, go to:

Home > Support > Issues > Issue Priority

To create an Issue Priority, click on New and enter a name for the type. A description can be added.

Issue Priority list

A Maintenance Visit is a visit made by an engineer to a Customer’s premise for maintenance work of an Item.

To access the Maintenance Visit list, go to:

Home > Support > Maintenance > Maintenance Visit

A Maintenance Visit is usually created from a Sales Order of type ‘Maintenance’. 

1. Prerequisites 

• Customer
• Item

2. How to create a Maintenance Visit 

1. Go to the Maintenance Visit list, click on New.
2. The current date and time will be recorded, this can be edited. s
3. Select the Customer.
4. Select the Maintenance Type whether Scheduled, Unscheduled, or Breakdown.
5. Set the completion status whether ‘Partially Completed’ or ‘Fully Completed’.
6. Select the Item Code and Serial Number.
7. Enter a Description of the maintenance, select the Sales Person performing the maintenance, and enter the work done.
8. Save.

2.1 Additional Options when Creating Maintenance Visit 

• Customer Feedback: You can record any feedback given by the Customer regarding this Maintenance Visit.
• The following fields will be fetched from the Customer form:
  • Customer Address
  • Contact Person
  • Territory
  • Customer Group

The Maintenance Schedule shows all upcoming Maintenance Visits.

All machines require regular maintenance, especially those that contain a lot of moving parts, so if you are in the business of maintaining those or have some of them in your own premises, this is a useful tool to plan a calendar of activities for its maintenance.

To create a new Maintenance Schedule go to:

Home > Support > Maintenance > Maintenance Schedule

A Maintenance Schedule is usually created from a Sales Order of type ‘Maintenance’.

1. Prerequisites 

• Customer
• Item

2. How to Create a Maintenance Schedule 

1. Go to the Maintenance Schedule, click on New.
2. Select the Customer and the Items for which maintenance needs to be done.
3. Set the start and end dates.
4. Select a Periodicity to set how frequently the visits will happen. The options are “Weekly”, “Monthly”, “Quarterly”, “Half Yearly”, “Yearly” and “Random”. Maintenance Schedule will get generated based on selected Periodicity. Selecting Random will generate random dates
5. The Number of Visits will be set as per the Periodicity selected. Eg: If you selected Weekly and set the whole month between the start and dates, 4 visits are ideal.
6. Select the Sales Person performing the visits.
7. Save.
8. After saving, click on the Generate Schedule button to generate a Maintenance Schedule.
9. Submit.

The Generate Schedule button will generate a separate row for each maintenance activity. Each Item in a Maintenance Schedule is allocated to a Sales Person.

When the document is Submitted Calendar events are created for the Sales Person User for each maintenance.

Stakeholders who are not part of your organization may need to interact with your IONIC ERP instance. You can authorize customers, suppliers, job applicants, students, and guardians to access certain information or even create certain transactions. For example, you can let anyone create an account on your website (created with IONIC ERP) and apply for a job. You can let your customers see the details of the complaints they have registered. These can be done using Web Forms.

> There are two types of in-built interfaces available in IONIC ERP. The > Desk View and the Web View. Desk is for users who regularly interact > with ERPNext instance, like employees of your organization.

> Web View is for users who need to interact with an IONIC ERP instance occasionally. > Web forms are similar to the forms you generally fill in various websites on the > internet. Webforms are part of the Web View interface in IONIC ERP.

To create a new Web Form go to:

> Home > Website > Web Site > Web Form

New Web Form

Select the DocType based on which you want to build your Web Form. The Route will be set based on the Title of your Web Form. You can also add an Introduction text to show a friendly message above your form.

Add fields to your Web Form. These are the fields from the DocType you have selected. You can change the Label for these fields. Try to keep number of fields to be minimum as long forms are cumbersome to fill.

Web Form Fields

Click on See on Website in the sidebar to view your Web form. Web Form

Here is an explanation of each of the checkboxes on the right.

1. Published: Web Form will be accessible only if this is enabled.
2. Login Required: User can fill the Web Form only if they are logged in. When Login Required is checked,
3. Route to Success Link: Go to Success Link after the form is submitted.
4. Allow Edit: If this is unchecked the form becomes read-only once it is saved.
5. Allow Multiple: Allow user to create more than one record.
6. Show as Grid: Show records in a table format.
7. Allow Delete: Allow user to delete the records that he/she has created.
8. Allow Comments: Allow user to add comments on the created form.
9. Allow Print: Allow user to print the document in the selected Print Format.
10. Allow Incomplete Forms: Allow user to submit form with partial data.

2. Features 

2.1 Sidebar 

You can also show contextual links in a sidebar on your Web Form. Set it up in Sidebar Settings.

Web Form Sidebar

Web Form with Sidebar

2.2 Creating Web Forms with Child Table 

You can add child tables to your web forms, just like regular forms.

2.3 Payment Gateway Integration 

You can now add a Payment Gateway to the web form, so that you can ask users to pay against a web form. A good example for this is a conference ticket.

2.4 Portal User 

We have also introduced roles for Website users. Before version 11, if you assigned any ‘Role’ to a user he would get access to ‘Desk View’. From version 11 you can assign a ‘Role’ but still disallow access to ‘Desk View’ by unchecking ‘Desk Access’ in Role.

In Portal Settings, you can set a role against each menu item so that only users with that role will be allowed to see that item.

2.5 Custom Script 

You can write custom scripts for your Web Form for things like validating your inputs, auto-filling values, showing a success message, or any arbitrary action.

To learn how to write custom scripts for your Web Forms, read Custom Scripts documentation.

2.6 Custom CSS 

You can customize the look and feel of your Web Form by writing your own Custom CSS. Inspect the elements on the page to see what classes are available for styling. Learn more about CSS here.

2.7 Actions 

You can add the text in ‘Success Message’ field and this text will be shown to user once he successfully submits the web form . And the user is redirected to the URL given at ‘Success URL’ when clicked on ‘Continue’ button. This is only applicable to webforms accessible without the user login(webforms with ‘Login Required’ checkbox unchecked).

2.8 Result 

When a website user submits the form, the data will be stored in the document/doctype for which web form is created.

2.9 Customizing 

For customizing web forms, see the Frappe Web Forms Documentation

IONIC ERP provides advanced theming capabilities to customize the look and feel of your website and make it match your brand.

Home > Website > Setup > Website Theme

1. How to create a Website Theme 

1. Go to the Website Theme list and click on New.
2. Enter a Theme Name.
3. Customize your theme.
4. Click on Save.

Note: Make sure you set the Website Theme in Website Settings for the theme to be applied.

2. Features 

2.1 Theme Configuration 

The section “Theme Configuration” is there for bootstrapping a basic theme. Here you can choose your color scheme, font and button styles.

2.2 Stylesheet 

If you know SCSS and Bootstrap 4 theming, you can manually write custom SCSS.

In the “Custom Overrides” field you can overwrite the variables defined by any app’s theme file. The content of this field will be included before importing any other SCSS. For example, the variable $spacer is set to 1rem by default. Just redefine it to $spacer: 2rem; to make all spaces twice as big.

In the “Custom SCSS” field you can add your own styles. This will be included after importing the app’s themes. You can also override any specific style. For example, if you don’t like our buttons, just include the following:

.btn-primary {
    background-color: $teal;
    color: $orange;
}

2.3 Included Theme Files 

If you take a look at the default theme generated by the configure dialog, it imports frappe/public/scss/website and erpnext/public/scss/website. These are the default theme files for frappe and erpnext app. If you have any other apps installed, they might also provide their own website.scss file.

The section “Included Theme Files” lists all installed apps. Each app can bring it’s own theme file ([app]/public/scss/website.scss). A theme might be complete, providing styles for the entire website, or just an add-on. For example, it might style only the elements it introduces. By checking the boxes you can choose which theme should be included in your website.

2.4 Custom JS 

You can also write custom JavaScript that will run when your theme is applied. Use it add/remove classes from elements, or any script that helps you change how your elements look.

Introduced in Version 14

Page Builder lets you quickly create web pages from pre-configured web templates.

1. How to create a page using Page Builder 

1. Follow the steps to create a Web Page.
2. Enable full width by ticking the “Full Width” checkbox.
3. Select Content Type as Page Builder.
4. Click on Add Row in the Page Building Blocks Table.
5. Select a Web Template.
6. Click on the Edit Values button.
7. Enter values in the dialog and click on Submit.
8. Click on Save.
9. The web page will be published only when Published is ticked.

New Web Page with Page Builder

Page Builder Edit Values Dialog

View your Web Page by clicking on See on Website in the sidebar.

Web Page with Page Builder

1.1 Add Sections 

You can add more sections to your page by adding more rows in the Page Building Blocks table. The framework comes with a great set of Web Templates for you to create all sorts of pages.

Web Page with another section

Web Page with another section – Preview

1.2 Section Options 

If you click to expand a row in the Page Building Blocks table, you have the following additional options:

• Add Container: If checked, the web template will be rendered in a centered constrained box.
• Add Space on Top: If checked, it will add a decent amount of space above the section.
• Add Space on Bottom: If checked, it will add a decent amount of space below the section.
• Add Gray Background: If checked, it will add a gray background to the section.
• Hide Block: If checked, it will hide the section block.
• CSS Class: Add any CSS class and style it in the CSS field in the Style section.

Section Options