Introduction and Installation

Welcome to the WooCommerce ERPNext Integration Plugin! This powerful tool connects your WooCommerce store with ERPNext, enabling seamless synchronization of products, customers, and orders. This page guides you through the initial setup and installation process.

Overview

Integrating WooCommerce with ERPNext streamlines your e-commerce operations by:

• Syncing inventory to prevent overselling.
• Centralizing customer data for consistent management.
• Automating order processing to reduce manual work.

Prerequisites

Before installing, ensure your environment meets these requirements:

• WordPress: Version 5.0 or higher.
• WooCommerce: Version 5.0 or higher (compatible with High-Performance Order Storage, HPOS).
• PHP: Version 7.4 or higher (tested up to PHP 8.3).
• ERPNext: An active instance with API access enabled (refer to ERPNext documentation for setup).
• SSL Certificate: Recommended for secure API communication.
• Server Resources: Adequate memory (at least 256MB PHP memory limit) and database connectivity.

Note: Ensure your ERPNext instance is accessible via a public or private URL and that API keys are generated.

Installation Steps

Follow these steps to install the plugin on your WordPress site:

1. Download the Plugin:
   • Obtain the plugin from the official repository or vendor.
   • Alternatively, search for “WooCommerce ERPNext Integration” in the WordPress Plugin Directory.
     
2. Upload the Plugin:
   • Manual Upload:
     • Unzip the plugin file.
     • Upload the woocommerce-erpnext-integration folder to /wp-content/plugins/ via FTP/SFTP.
       
   • WordPress Dashboard:
     • Navigate to WordPress Admin → Plugins → Add New → Upload Plugin.
     • Upload the plugin ZIP file and click “Install Now.“
       
   • Activate the Plugin:
     • Go to WordPress Admin → Plugins.
     • Locate “WooCommerce ERPNext Integration” and click “Activate.“
     • The plugin will verify WooCommerce compatibility automatically.
       
3. Activate the Plugin:
   • Go to WordPress Admin → Plugins.
   • Locate WooCommerce ERPNext Integration and click Activate.
   • The plugin will verify WooCommerce compatibility automatically.
     
4. Verify WooCommerce Setup:
   • Ensure WooCommerce is installed, activated, and configured with products and payment gateways.
   • Confirm HPOS is enabled if using WooCommerce’s High-Performance Order Storage (optional but recommended for large stores).
     
5. Access Plugin Settings:
   • Navigate to WordPress Admin → ERPNext Integration to begin configuration.

Post-Installation Checklist

• Confirm Activation: Check that the plugin appears in the WordPress Admin menu.
• WooCommerce Compatibility: Verify no compatibility warnings appear in the plugin dashboard.
• Permissions: Ensure the WordPress user has administrative privileges for plugin configuration.
• Backup: Create a full backup of your WordPress site and ERPNext instance before proceeding.