General Configuration

Set up foundational settings to ensure smooth synchronization between WooCommerce and ERPNext. This page covers configuring company, account, order, tax, and shipping settings.

Company and Account Settings

1. Navigate to Configurations:
   • Go to WordPress Admin → ERPNext Integration → Configurations.
     
2. Configure Settings:

Setting	Description	Example
Company	Default ERPNext company.	MyStore Inc.
Default Warehouse	Primary warehouse for inventory.	Main Warehouse
Price List	Price list for product pricing.	Retail Price List
Currency	Currency for transactions.	USD
Debtors Account	Account for customer receivables.	Accounts Receivable
Income Account	Account for sales revenue.	Sales Income
Cost Center	Cost center for financial tracking.	Main Cost Center
Tax Template	Default tax template for orders.	Standard Tax

Tip: Ensure the selected company exists in ERPNext and has associated warehouses.

Order Settings

Configure how orders are created and processed in ERPNext:

• Order Naming Series: Select a naming series (e.g., SO-YYYY-####).
  • Example: SO-2025-0001 for sequential order IDs.
    
• Default Customer: Set a fallback customer for guest orders (e.g., Guest Customer).
• Add Shipping as Item: Enable to include shipping as a line item in ERPNext.
• Item Code Prefix: Add a prefix to item codes (e.g., WC- for WooCommerce products).
• Item Group: Select a default group (e.g., E-commerce Products).
• Default UOM: Set unit of measure (e.g., Unit or Piece).
• Default HSN Code: Specify tax code for compliance (e.g., 12345678).

Tax and Shipping Settings

• Sales Tax Account: Choose the account for tax liabilities (e.g., Sales Tax Payable).
• Tax Template: Select a default tax template (e.g., GST 5%).
• Shipping Account: Set the account for shipping charges (e.g., Shipping Income).
• Shipping Rule: Define a default rule (e.g., Flat Rate Shipping).