ERPNext custom fields and Customize Form
Adding fields and changing standard forms in ERPNext without code: custom field types, fetching values from linked masters, property setters and what survives upgrades.
ERPNext customization and development
Specific ways to adapt ERPNext without forking it: custom fields, client and server scripts, custom apps, exported customizations, print formats, reports, web forms and automation.
ERPNext client scripts for form logic
Adding browser-side behaviour to ERPNext forms: when a client script is enough, common patterns such as field filters and custom buttons, and testing across browsers.
ERPNext server scripts: uses, limits and enabling them
Running Python on document events or as API endpoints without a custom app: server_script_enabled since version 15, the restricted environment and when to move logic into an app.
Building a custom Frappe app for ERPNext
When ERPNext changes belong in a custom app: scaffolding with bench new-app, DocTypes, hooks for overriding and extending ERPNext, version control and deployment.
Moving ERPNext customizations to version control with fixtures
Getting customizations out of the database and into git: Export Customizations, custom folders in app modules, sync on migrate and the overwrite behaviour to plan for.
ERPNext print formats and PDF generation
Designing invoices, delivery notes and reports for print in ERPNext: the version 16 Print Format Editor, Jinja HTML formats, Chromium and Typst PDF engines and the wkhtmltopdf removal.
Building custom reports in ERPNext: Report Builder, query and script reports
Choosing the right report type in ERPNext: no-code Report Builder with group by, SQL query reports, Python script reports in an app, and report permissions.
ERPNext naming series for invoices and documents
Designing document numbering in ERPNext: naming series patterns with year and company, tax-rule numbering, changing the current value and avoiding gaps and duplicates.
ERPNext web forms for customers, suppliers and applicants
Collecting data from outside users with ERPNext web forms: login versus guest forms, which DocTypes to expose, list views for portal users and permission checks.
ERPNext automation: notifications, assignment rules and automation flows
Automating routine steps in ERPNext: when a notification, webhook, assignment rule or server script fits, and multi-step Automation Flows with waits and branches.
Building no-code ERPNext extensions with Frappe packages
Creating DocTypes, scripts and pages in the UI and shipping them as a package to other sites: custom modules, README and license, and when to graduate to a full app.
