{"id":8677,"date":"2025-08-08T06:25:06","date_gmt":"2025-08-08T06:25:06","guid":{"rendered":"https:\/\/techmarbles.com\/products\/docs\/tesyt\/general-configuration\/"},"modified":"2025-08-08T06:44:45","modified_gmt":"2025-08-08T06:44:45","slug":"general-configuration","status":"publish","type":"docs","link":"https:\/\/techmarbles.com\/products\/docs\/woocommerce-erpnext-integration\/general-configuration\/","title":{"rendered":"General Configuration"},"content":{"rendered":"\n<p class=\"has-contrast-color has-text-color has-link-color wp-elements-ab99de1b45dd2f0f96f2baa7fc66d808\">Set up foundational settings to ensure smooth synchronization between <strong><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-primary-color\">WooCommerce<\/mark><\/strong> and <strong><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-primary-color\">ERPNext<\/mark><\/strong>. This page covers configuring company, account, order, tax, and shipping settings.<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\">Company and Account Settings<\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Navigate to Configurations<\/strong>:\n<ul class=\"wp-block-list\">\n<li>Go to WordPress <kbd>Admin<\/kbd> \u2192 <kbd>ERPNext Integration<\/kbd> \u2192 <kbd>Configurations<\/kbd>.<br><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Configure Settings<\/strong>:<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table class=\"has-fixed-layout\"><tbody><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Setting<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\"><strong>Description<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\"><strong>Example<\/strong><\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">Company<\/td><td class=\"has-text-align-left\" data-align=\"left\">Default ERPNext company.<\/td><td class=\"has-text-align-left\" data-align=\"left\">MyStore Inc.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">Default Warehouse<\/td><td class=\"has-text-align-left\" data-align=\"left\">Primary warehouse for inventory.<\/td><td class=\"has-text-align-left\" data-align=\"left\">Main Warehouse<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">Price List<\/td><td class=\"has-text-align-left\" data-align=\"left\">Price list for product pricing.<\/td><td class=\"has-text-align-left\" data-align=\"left\">Retail Price List<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">Currency<\/td><td class=\"has-text-align-left\" data-align=\"left\">Currency for transactions.<\/td><td class=\"has-text-align-left\" data-align=\"left\">USD<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">Debtors Account<\/td><td class=\"has-text-align-left\" data-align=\"left\">Account for customer receivables.<\/td><td class=\"has-text-align-left\" data-align=\"left\">Accounts Receivable<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">Income Account<\/td><td class=\"has-text-align-left\" data-align=\"left\">Account for sales revenue.<\/td><td class=\"has-text-align-left\" data-align=\"left\">Sales Income<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">Cost Center<\/td><td class=\"has-text-align-left\" data-align=\"left\">Cost center for financial tracking.<\/td><td class=\"has-text-align-left\" data-align=\"left\">Main Cost Center<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">Tax Template<\/td><td class=\"has-text-align-left\" data-align=\"left\">Default tax template for orders.<\/td><td class=\"has-text-align-left\" data-align=\"left\">Standard Tax<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<blockquote class=\"wp-block-quote info-block is-layout-flow wp-block-quote-is-layout-flow\">\n<p><strong>Tip<\/strong>: Ensure the selected company exists in ERPNext and has associated warehouses.<\/p>\n<\/blockquote>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\">Order Settings<\/h4>\n\n\n\n<p class=\"has-contrast-color has-text-color has-link-color wp-elements-fc39c7dfcbb86b09f541cb1b89dd8a60\">Configure how orders are created and processed in ERPNext:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Order Naming Series<\/strong>: Select a naming series (e.g., SO-YYYY-####).\n<ul class=\"wp-block-list\">\n<li><strong>Example<\/strong>: SO-2025-0001 for sequential order IDs.<br><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Default Customer<\/strong>: Set a fallback customer for guest orders (e.g., Guest Customer).<\/li>\n\n\n\n<li><strong>Add Shipping as Item<\/strong>: Enable to include shipping as a line item in ERPNext.<\/li>\n\n\n\n<li><strong>Item Code Prefix<\/strong>: Add a prefix to item codes (e.g., WC- for WooCommerce products).<\/li>\n\n\n\n<li><strong>Item Group<\/strong>: Select a default group (e.g., E-commerce Products).<\/li>\n\n\n\n<li><strong>Default UOM<\/strong>: Set unit of measure (e.g., Unit or Piece).<\/li>\n\n\n\n<li><strong>Default HSN Code<\/strong>: Specify tax code for compliance (e.g., 12345678).<\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\">Tax and Shipping Settings<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Sales Tax Account<\/strong>: Choose the account for tax liabilities (e.g., Sales Tax Payable).<\/li>\n\n\n\n<li><strong>Tax Template<\/strong>: Select a default tax template (e.g., GST 5%).<\/li>\n\n\n\n<li><strong>Shipping Account<\/strong>: Set the account for shipping charges (e.g., Shipping Income).<\/li>\n\n\n\n<li><strong>Shipping Rule<\/strong>: Define a default rule (e.g., Flat Rate Shipping).<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>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 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 &#8230; <a title=\"General Configuration\" class=\"read-more\" href=\"https:\/\/techmarbles.com\/products\/docs\/woocommerce-erpnext-integration\/general-configuration\/\" aria-label=\"Read more about General Configuration\">Read more<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"parent":8656,"menu_order":4,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"doc_badge":[],"class_list":["post-8677","docs","type-docs","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>General Configuration - TechMarbles Products<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/techmarbles.com\/products\/docs\/woocommerce-erpnext-integration\/general-configuration\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"General Configuration - TechMarbles Products\" \/>\n<meta property=\"og:description\" content=\"Set up foundational settings to ensure smooth synchronization between WooCommerce and ERPNext. 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