# Erpnext

Free and open-source integrated Enterprise Resource Planning software built on Frappe Framework

Category: Finance. Connect from any Rakazo bot at https://rakazo.com/integrations/erpnext/.

## Actions

- **Add Comment**: Add a comment to a document in ERPNext/Frappe.
- **Apply Workflow**: Apply a workflow action to a document in ERPNext/Frappe.
- **Cancel Document**: Cancel a submitted document in ERPNext/Frappe to change its status from Submitted to Cancelled.
- **Create Document**: Create a new document of a specific DocType in ERPNext.
- **Create Timesheet**: Create a new Timesheet record in ERPNext.
- **Create Webhook**: Create a new webhook configuration in ERPNext.
- **Get All Roles** (read-only): Get a list of all roles available in the ERPNext system.
- **Get Document** (read-only): Get a single document by DocType and name or filters from Frappe/ERPNext.
- **Get Document** (read-only): Retrieve a specific document by its DocType and name (ID).
- **Get Field Value** (read-only): Get specific field value(s) from a document in ERPNext.
- **Get Item Details** (read-only): Get detailed item information including pricing, taxes, and stock details from ERPNext.
- **Get List of Documents** (read-only): Retrieve a list of documents from ERPNext/Frappe with filtering, field selection, and pagination.
- **Get Party Details** (read-only): Get comprehensive customer or supplier details including addresses, contacts, and default financial settings.
- **Get Payment Entry** (read-only): Get payment entry details for an invoice or order from ERPNext.
- **Get Stock Balance** (read-only): Retrieve the current stock balance for a specific item in a warehouse.
- **Insert Document**: Insert a new document in ERPNext/Frappe using the client API.
- **List ERPNext Documents** (read-only): List documents of a specific DocType from ERPNext.
- **Make Delivery Note**: Create a draft Delivery Note from an existing Sales Order in ERPNext.
- **Make Purchase Order**: Create a draft Purchase Order from an existing Material Request in ERPNext.
- **Make Sales Invoice**: Create a Sales Invoice from an existing Sales Order in ERPNext.
- **Make Stock Entry**: Create a Stock Entry for material transfer, receipt, or issue in ERPNext.
- **Save Document**: Save an existing ERPNext/Frappe document with changes.
- **Save Document with Action**: Save, submit, cancel, or update a document in ERPNext.
- **Search Link Field Documents** (read-only): Search for documents to link in ERPNext/Frappe Link fields.
- **Set Value**: Set a specific field value on a document in ERPNext.
- **Submit Document**: Submit a draft document in ERPNext/Frappe to change its status from Draft to Submitted.
- **Update ERPNext document**: Update a specific ERPNext document.
- **Add Tag**: Add a tag to a document in ERPNext.
- **Delete Document**: Delete a document using the Frappe client API.
- **Delete Document**: Delete a specific document by DocType and name.
- **Download file from ERPNext** (read-only): Download a file from ERPNext by its URL.
- **Download PDF Document** (read-only): Download a document as PDF from ERPNext with optional print format.
- **Get All Languages** (read-only): Get a list of all available languages in the ERPNext/Frappe system.
- **Get DocType Metadata** (read-only): Retrieve complete DocType metadata/schema including field definitions, field types, permissions, and configurations.
- **Get Document Count** (read-only): Get the count of documents matching specified filters in ERPNext/Frappe.
- **Get Document with Metadata** (read-only): Retrieve a document with full metadata including attachments, comments, activity logs, and related information.
- **Get Exchange Rate** (read-only): Get the currency exchange rate between two currencies in ERPNext.
- **Get Fiscal Year** (read-only): Get fiscal year information for a given date in ERPNext.
- **Get Framework Version** (read-only): Get the Frappe framework version and all installed app versions.
- **Get Logged User** (read-only): Get the email/ID of the currently authenticated user.
- **Get Timezones** (read-only): Get a list of all available timezones in the ERPNext system.
- **Get User Roles** (read-only): Get roles assigned to a user.
- **Get Workflow Transitions** (read-only): Get available workflow transitions for a document.
- **Global Search** (read-only): Perform global text search across ERPNext documents.
- **Insert Multiple Documents**: Insert multiple documents at once into ERPNext/Frappe.
- **List DocTypes** (read-only): Get a list of all DocTypes available in the ERPNext system.
- **List Employees** (read-only): Retrieve a list of Employee records from ERPNext.
- **List Projects** (read-only): Retrieve a list of Project records from ERPNext.
- **List Timesheets** (read-only): Get a list of Timesheet records from ERPNext.
- **List Webhooks** (read-only): List webhook configurations in ERPNext.
- **Ping API** (read-only): Check if the ERPNext/Frappe API is reachable.
- **Rename Document**: Rename an ERPNext document by changing its unique ID/name.