Solede Setup

A Frappe/ERPNext app for bulk importing master data from CSV/Excel files. Simplifies the initial setup of ERPNext by allowing you to import tree structures (Cost Centers, Warehouses, Item Groups, etc.) and flat lists (Modes of Payment, Payment Terms, Tax Templates) in bulk.

Features

Tree Structure Importers

Import hierarchical data with parent-child relationships:

• Cost Center Importer - Import cost centers with custom IDs
• Warehouse Importer - Import warehouses with custom IDs
• Item Group Importer - Import item group hierarchy
• Territory Importer - Import sales territories
• Customer Group Importer - Import customer group hierarchy
• Supplier Group Importer - Import supplier group hierarchy
• Chart of Accounts Importer - Import account hierarchy (uses ERPNext's built-in importer)

Flat List Importers

Import non-hierarchical master data:

• Mode of Payment Importer - Import payment modes with default accounts
• Payment Terms Importer - Import payment terms templates
• Tax Template Importer - Import Sales, Purchase, and Item Tax Templates

Key Features

• Preview before import - See a tree visualization of your data before importing
• Existing data warning - Shows count of existing records that will be deleted
• Custom ID support - Use your own IDs for Cost Centers and Warehouses (automatically appends company abbreviation)
• Template download - Download CSV/Excel templates with sample data
• Validation - Validates file structure and parent references before import

Setup Wizard Integration

Solede Setup can intercept and control ERPNext's setup wizard to skip default data creation, allowing you to import your own master data instead.

Setup Profile allows you to:

• Skip creation of default Item Groups, Territories, Customer Groups, etc.
• Skip default Tax Templates, Payment Terms, and Modes of Payment
• Skip country-specific fixtures
• Track all documents created during setup
• Clean up unwanted default data after setup

Installation

Prerequisites

• Frappe Bench
• ERPNext installed

Install via Bench

# Navigate to your bench directory
cd frappe-bench

# Get the app from GitHub
bench get-app https://github.com/Solede-SA/solede_setup.git

# Install on your site
bench --site your-site.local install-app solede_setup

# Run migrations
bench --site your-site.local migrate

# Clear cache
bench --site your-site.local clear-cache

Usage

Accessing the Importers

1. Navigate to the Solede Setup workspace in ERPNext
2. You'll see all available importers organized by category:
   • Tree Importers - For hierarchical data
   • List Importers - For flat data
   • Configuration - Setup Profile

Importing Tree Structures (e.g., Cost Centers)

1. Open Cost Center Importer from the workspace
2. Select the Company (required for Cost Centers and Warehouses)
3. Click Download Template to get a CSV/Excel template
4. Fill in the template with your data:

ID	Cost Center Name	Parent Cost Center	Is Group
ROOT001	Main Cost Center		1
SALES001	Sales	ROOT001	1
SALES-IT	Sales Italy	SALES001	0
SALES-EU	Sales Europe	SALES001	0
ADMIN001	Administration	ROOT001	0

5. Upload the file using the Import File field
6. Review the tree preview to verify the structure
7. Click Import to create the records

Note: For Cost Centers and Warehouses, the document name will be ID - CompanyAbbr (e.g., "SALES001 - TC")

Importing Flat Lists (e.g., Payment Terms)

1. Open Payment Terms Importer from the workspace
2. Click Download Template to get a sample template
3. Fill in the template:

Payment Term Name	Description	Due Date Based On	Credit Days	Credit Months	Invoice Portion
Net 30	Payment due in 30 days	Day(s) after invoice date	30	0	100
Net 60	Payment due in 60 days	Day(s) after invoice date	60	0	100

4. Upload and click Import

Importing Tax Templates

1. Open Tax Template Importer from the workspace
2. Select the Company
3. Download the template - it has three sheets:
   • Sales Taxes - For Sales Taxes and Charges Template
   • Purchase Taxes - For Purchase Taxes and Charges Template
   • Item Taxes - For Item Tax Template
4. Fill in each sheet as needed
5. Upload and import

Using Setup Profile with Setup Wizard

If you want to prevent ERPNext from creating default master data during the initial setup wizard, configure a Setup Profile before running the wizard.

Step 1: Install the App (Before Running Setup Wizard)

If setting up a new site, install the app before completing the setup wizard:

# Create new site
bench new-site your-site.local

# Install ERPNext
bench --site your-site.local install-app erpnext

# Install Solede Setup BEFORE completing the wizard
bench --site your-site.local install-app solede_setup
bench --site your-site.local migrate

Step 2: Activate a Setup Profile

The app comes with pre-configured profiles. List available profiles and activate one:

# List all available profiles
bench --site your-site.local list-setup-profiles

# Show details of a specific profile
bench --site your-site.local show-setup-profile "CH Clean Start"

# Activate a profile
bench --site your-site.local set-setup-profile "CH Clean Start"

Pre-configured profiles:

Profile	Description
CH Clean Start	Swiss profile: removes all ERPNext defaults for a clean start
IT Clean Start	Italian profile: removes defaults but keeps country fixtures for e-invoicing
Keep All Defaults	Keeps all ERPNext default data (no cleanup)

Step 3: Complete the Setup Wizard

Return to the setup wizard tab. You'll see a banner indicating the active Setup Profile. Complete the wizard normally - the app will skip creating the default data you configured.

Step 4: Import Your Custom Data

After the wizard completes:

1. Navigate to the Solede Setup workspace
2. Use the importers to load your custom master data
3. View Setup Log to see what was created during setup

Setup Profile Options

Option	Description
skip_default_item_groups	Don't create default Item Groups (All Item Groups, Products, etc.)
skip_default_territories	Don't create default Territories (All Territories, etc.)
skip_default_customer_groups	Don't create default Customer Groups
skip_default_supplier_groups	Don't create default Supplier Groups
skip_default_mode_of_payment	Don't create default Modes of Payment (Cash, Bank Transfer, etc.)
skip_default_tax_templates	Don't create default Tax Templates
skip_default_payment_terms	Don't create default Payment Terms
skip_default_stock_entry_types	Don't create default Stock Entry Types
skip_default_price_lists	Don't create default Price Lists
skip_default_uom	Don't create default Units of Measure
skip_country_fixtures	Don't create country-specific default data

Template Formats

Tree Structure Template (4 columns)

Column	Description
ID	Unique identifier (used as document name)
Name	Display name
Parent ID	ID of the parent record (empty for root)
Is Group	1 = group/folder, 0 = leaf

Mode of Payment Template

Column	Description
Mode of Payment	Name of the payment mode
Type	Cash, Bank, or General
Default Account	Account code (optional)

Payment Terms Template

Column	Description
Payment Term Name	Unique name
Description	Description text
Due Date Based On	Day(s) after invoice date, Day(s) after the end of the invoice month, or Month(s) after the end of the invoice month
Credit Days	Number of days
Credit Months	Number of months
Invoice Portion	Percentage (0-100), default 100

Important Notes

1. Data Replacement: Importing will DELETE ALL EXISTING records of that type for the selected company (or globally for non-company-specific data) and create new ones from the file.

2. GL Entry Protection: For Cost Centers, if GL Entries exist with cost centers, you must enable "Force Delete GL Entries" to proceed (this will permanently delete those transactions).

3. Parent References: In tree structures, parent IDs must exist in the same file. The import processes parents before children automatically.

4. Company Abbreviation: For Cost Centers and Warehouses, the company abbreviation is automatically appended to the ID (e.g., "SALES001" becomes "SALES001 - TC").

Contributing

This app uses pre-commit for code formatting and linting. Please install pre-commit and enable it for this repository:

cd apps/solede_setup
pre-commit install

Pre-commit is configured to use the following tools for checking and formatting your code:

• ruff
• eslint
• prettier
• pyupgrade

License

AGPL-3.0

Author

Solede SA