IONIC ERP Tutorial

Data Import

Data Management

You can import, export bulk edit data from and to spreadsheet files (.csv) from the Data Import Export Tool. This tool will be very helpful initially to setup your data from other systems.


  1. Data Import Tool
  2. Downloading Backups
  3. Bulk Rename

Data Import Tool

The Data Import Tool lets you import records from a CSV/Excel file.

Data Import Tool is an easy way to upload (or edit) bulk data (especially master data) into the system.

To begin importing data, go to:

Home > Data Import and Settings > Import Data

Or go to the Document you want to import and click on Menu > Import:

Start Import

Before using Data Import ensure that you have all of your data ready.

1. Inserting New Records

Let’s say you want to import the list of Customers from your old system into ERPNext. The first step is to download a template in which we can enter our data.

1.1 Download the Template

  1. Go to Customer List, click on Menu > Import. Click on New.
  2. Select Import Type as Insert New Records.
  3. Click on Save.
  4. Now, click on Download Template.
  5. While inserting new records, the template should be blank. If you have a few Customers in your system, you can select Export Type as “5 Records” to see the format in which you have to enter the data in the template.
  6. Select the File Type of the export template.
  7. Select the fields that you want to fill in as the Customer details.
  8. Click on Export.

Download Template

1.2 Entering Data in the Template

Your downloaded template will look something like this:

Blank Template

Open the downloaded template in a spreadsheet application (like Excel, Numbers, or Libre Office) and enter the data below the column headings shown as follows:

Customer Template with Data

Now, save your template as an Excel or Comma Separated Values (CSV) file.

You can leave the ID column as blank while inserting new records.

When you import this template, each row will make a Customer record in the system.

1.3 Importing the Template

  1. After updating your template file, go back to the Data Import form and attach the file by clicking on the Attach button.
  2. Select the template file and click on Upload.
  3. After the upload is successful, click on Start Import.

Upload Template File

If there are any errors in your template, they will be shown in the Warnings section. The warnings will be categorized by Row or Column with their number so that you can easily track them down in the template and resolve them. You must resolve all the warnings before you can import the data.

Import Warnings

After you have resolved the warnings, click on Start Import again to import the data. On successful import of the data, you’ll see a log of each record that was created in the Import Log section.

Import Success

2. Updating Existing Records

Let’s say you want to update Customer data in bulk in your system. The first step is to download the template with the data.

2.1 Download the Template

  1. Go to Customer List, click on Menu > Import. Click on New.
  2. Select Import Type as Update Existing Records
  3. Click on Save.
  4. Now, click on Download Template.
  5. While updating existing records, you must export the records from the system with the ID field and the fields that you want to update. You can choose All Records or Filtered Records depending on your case.
  6. Select the fields that you want to update for the Customer records.
  7. Click on Export.

2.2 Updating Data in the Template

Your downloaded template will look something like this:

Customer Template for Update

Now, change the values in your template and save the file as Excel or CSV.

While exporting records for updating them, ensure that the ID column is exported and is untouched. The values in the ID column are used to identify the records in the system. You can update the values in other columns but not in the ID column. If you remove some child table row, the system will consider that the row is supposed to be deleted.

2.3 Importing the Template

Follow the steps in Importing the Template section above.

3. Importing Child Records

Data in ERPNext is stored in tables like a spreadsheet with columns and rows of data. Each form likes Sales Order has multiple fields like Customer, Company, etc. It also has tables like the item table, tax table, etc. In Data Import, the set of fields in the Sales Order are treated as the main table and the rows inside the child table (item table) are treated as the child table for data import.

Each form in ERPNext can have multiple child tables associated with it. The child tables are linked to the parent tables and are implemented where there are multiple values for any property. For example, an Item can have multiple prices, a Sales Invoice has multiple Items, Taxes, and so on.

When you export a document with child tables, for e.g., each child row will appear on a separate row but it is associated with a single parent row. The subsequent values in the parent columns will remain blank. You must ensure that this order is not broken when you are importing them via Data Import.

Child Table Export

4. Import Options

4.1 Import from Google Sheets

You can also import data from Google Sheets. Import your template in Google Sheets and enter the data. Make sure the Google Sheet is public. You can test this by opening the Google Sheets URL in an incognito browser window.

Google Sheets

Import via Google Sheets

4.2 Submit After Import

In ERPNext document types are mainly of two types – masters and transactions. The masters are records like Customer and Task which can only be saved not submitted. Transactions like Sales Orders, Purchase Invoices are submittable documents and can be submitted.

When you select a submittable document type for Import, you can tick Submit After Import to submit the document after it is imported.

4.3 Don’t Send Emails

Let’s say you have created a Notification in your system and whenever a Lead is created an email is sent. Now, if you are bulk importing Leads then a lot of emails will be sent, which may not be desired. You can disable this option to avoid sending emails.

5. Additional Notes

5.1 Upload Limit

There is no hard limit on the number of records that can be imported. But you must try and upload only a few thousand records at a time. Importing a large number of records (let’s say 50,000) might slow down the system considerably for the users that are using the system.

5.2 CSV Files

A CSV (Comma Separated Value) file is a data file that you can upload into ERPNext to update various data. Any spreadsheet file from popular spreadsheet applications like MS Excel or Open Office Spreadsheet can be saved as a CSV file.

If you are using Microsoft Excel and using non-English characters, make sure to save your file encoded as UTF-8.

For older versions of Excel, there is no clear way of saving as UTF-8. So save your file as CSV, then open it in Notepad, then save as “UTF-8”. (Or upgrade your Excel!)

Data Export

Data Export lets you export data from DocTypes to a CSV or an Excel format.

After exporting data, you can use the same file to import data using Data Import.

To access Data Export, go to:

Home > Settings > Data Export

1. How to Use Data Export

  1. Go to the Data Export DocType.
  2. Select the DocType whose data you want to export.
  3. Select the file format whether CSV or Excel.
  4. Select the fields to export, the red ones are mandatory.
  5. You can also add filters to select only specific data, for example, Grand Total >= 1,000 for Sales Orders.
  6. Click on Export to download the file.Data Export

Chart Of Accounts Importer

Introduced in Version 12

When a new company is created in IONIC ERP, the Chart of Accounts for it is created by default with a pre-set structure. However, if you have your own Chart of Accounts, you can import it using the Chart of Accounts Importer.

It allows you to create your own Chart of Accounts according to your requirement and import it into the system.

Any existing Chart Of Accounts against that company will be overwritten. Make sure the company you are selecting doesn’t have any pre-existing transactions otherwise you’ll receive a validation error.

To access, go to:

Home > Getting Started > Chart of Accounts Importer

1. How to import Chart Of Accounts

  1. Select the Company for which you want to import the Chart of Accounts.
  2. Click on “Download Template” button to download the template. Select file type in which you want to download the template. Select the template type and click on “Download”. “Sample Template” contains pre-filled sample data so that you get an idea of how to fill the template. You can edit the data in “Sample Template” itself or download “Blank Template” for a fresh template.COA ImportCOA Import
  3. Once you download the template, fill in the details in the template as shown in the sample template below. Please make sure to make accounts for account types “Cost of Goods Sold”, “Depreciation”, “Fixed Asset”, “Payable”, “Receivable”, “Stock Adjustment”. Root types for these accounts must be one of Asset, Liability, Income, Expense, and Equity.To know more about “Account Types” and “Root Types” click here click hereCOA Import
  4. Click on “Attach” to upload the template.COA Import
  5. Once you upload the template you’ll be able to see the preview of the Chart of Accounts in the Chart Preview section.COA Import
  6. If everything seems correct in the preview, click on “Import” in the top right corner and the accounts will be created.COA Import
  7. To verify the created accounts you can go to Chart of Accounts and see the newly created accounts for that company.COA Import

Downloading Backups

In the ERPNext, you can manually download database backup. To get the latest database backup, go to:

Home > Settings > Download Backups

Backup available for the download is updated in every eight hours. Click on the link to download the backup at a given time.

Download Backup

By default three latest backups will be available for the download. To change this, click on “Set Number of Backups”. This will take you to System Settings where you can set Number of Backups available for download at a time.

Download Backup

Downloading Files Backup

Clicking on Download Files Backup will send an email with links to the backup for both private and public files. Email must be configured for this to work.

Download Backup

Automating Backups to Cloud Storage

You can also automate your backups to be uploaded directly on a cloud storage platform. Currently, ERPNext supports:

  1. Amazon S3
  2. Dropbox
  3. Google Drive

Quality Management

Quality Management System

Introduced in Version 14

Quality management is the act of overseeing all activities and tasks needed to maintain a desired level of excellence in tasks. IONIC ERP Quality module helps you manage your quality goals, process, reviews, non conformances, actions and meetings. It is designed to help you manage a full blown “Quality Management System”. Here is an overview of what is included in the quality module

Quality Meeting

Introduced in Version 14

It is an assembly of people for a particular purpose or agenda, especially for formal discussion about Quality aspects.

Quality Meetings are conducted to review the Quality Reviews that have been generated. The minutes (summary) of these meetings would include the discussion on the various Quality Reviews.

To access Quality Meeting, go to:

Home > Quality > Meeting > Quality Meeting

1. How to Create a Quality Meeting

  1. Go to the Quality Meeting list, click on New.
  2. Enter an Agenda. It is a list of meeting activities in the order in which they are to be taken up.
  3. In the Minutes table enter:
    • Document Type: Select from Quality Review, Quality Action, or Quality Feedback.
    • Review: Select the Quality Review, Action, Feedback to be discussed.
    • Minute: Written or recorded documentation that is associated with the Review.
  4. Save.

Quality Meeting

The Status of the Meeting can be set to Closed once the agenda is done.

Quality Procedure (Standard Operating Procedure)

Introduced in Version 14

A Quality Procedure is a Standard Operating Procedure (SOP) used as a reference to carry out routine actions

A standard operating procedure (SOP) is a set of step-by-step instructions compiled by an organization to help the employees execute routine operations. SOPs aim to achieve efficiency, quality output and uniformity of performance while reducing miscommunication and failure to comply with industry regulations.

A Quality Procedure can be of two types:

  1. A Procedure consisting of simple steps that you must follow to achieve a Quality Goal
  2. A procedure having sub-Procedures which may also have its own steps

To access the Quality Procedure list, go to:

Home > Quality > Goal and Procedure > Quality Procedure

1. How to create a Quality Procedure

  1. Go to the Quality Procedure list, click on New.
  2. Enter a name for the Quality Procedure.
  3. In the Processes table, enter Process Descriptions.
  4. Child Procedure: If the Quality Procedure being created a is a parent procedure that contains sub-procedures, link the sub-procedure here. On doing this, the current procedure becomes a parent and the ‘Is Group’ checkbox is enabled.
  5. Save. A Quality Procedure can also be saved without entering the Process descriptions if the title is self explanatory. Quality Procedure

The ‘Parent Procedure’ is linked to the child procedure. For example ‘Issue Classification’ needs to be done before a resolution and hence ‘Issue Resolution’ is the parent here:

Parent Procedure

2. Features

2.1 Using Quality Procedure in Quality Goal

Once a Quality Procedure is created, it can be used in a Quality Goal:

Quality Procedure

2.2 Sub Procedures

Process can either be just a instruction or a different Quality Procedure. You can link a Quality Procedure as a sub-procedure to another one: Sub Procedures

2.3 Hierarchical View

You can you also view Quality Procedures in a tree view for easy organization and navigation

Quality Procedure Tree View

Quality Goal

> Introduced in Version 14

It is a collection of individual metrics that helps to define your quality goals. It is a basic quality management process to establish a set of quality objectives.

You can create a Quality Goal for your business having multiple Quality Objectives. Different Quality Objectives for a Goal can have definite numeric target or target measured in terms of completion status(yes or no). It is monitored based on Frequency which is set for that Goal.

If you set the frequency, a Quality Review document will be created automatically periodically where you can maintain the actual performance measures.

To access the Quality Goal list, go to:

> Home > Quality > Quality Goal

1. How to Create a Quality Goal

  1. Go to the Quality Goal list, click on New.
  2. Enter a name for the goal.
  3. Select a Quality Procedure to be followed to achieve the Goal.
  4. Created By is the Person responsible for the creation of the Goal.
  5. Enter a Monitoring Frequency from ‘Daily’, ‘Weekly’, ‘Monthly’, or ‘Quarterly’. Select ‘None’ if no monitoring is needed. In the Objectives table, enter:
    1. The Objectives which consist the various Objectives that need to be completed to meet the a Quality Goal.
    2. The Target which consists of the numeric target value of an Objective that is to be met.
    3. The Unit of Measurement to measure the Target. Eg: Leads, Hours, etc. Quality Goal
  6. Save.

The Revision field shows The number of times the document was saved.

Creating a Quality Goal:

Quality management

Quality Action

> Introduced in Version 14

A Quality Action is taken on a Quality Review to correct unsatisfactory results or prevent them from happening.

Quality Action is a standard feature to allow implementation of corrective and preventive actions. This will meet compliance with industry regulations including GMP, ISO 9001 and 14001, TSCA, REACH, etc.

Quality Action workflows provide a controlled environment and reduce the risk of repeat issues by ensuring that defined solutions and processes are met.

Quality Actions can be initialized for a Quality Goal or for a Customer Feedback which may not meet the expected quality standards. Depending on that a Corrective or Preventive Action can be started.

To access Quality Action, go to: > Home > Quality > Review and Action > Quality Action

1. Prerequisites

Before creating and using a Quality Action it is advised to create the following first:

  • Quality Review or Quality Feedback

2. How to create a Quality Action

  1. Go to the Quality Action list, click on New.
  2. Select whether it’s a Corrective or Preventive action. This indicates whether the action is being scheduled for Corrective or for Preventive Purpose.
  3. Select the Document Type whether a Quality Review or a Quality Feedback.
  4. Select the actual Quality Review or Feedback under Document Name.
  5. Enter a Resolution proposed for the problem in the Resolution field.
  6. Save.

The Status field indicates whether the Quality Action is Open and ongoing or Closed.

Quality management

Quality Feedback

Quality Feedback is the information that a Customer expresses about the satisfaction or dissatisfaction about the products or services you offer.

Quality Feedback has different fields to rate different parameters. The Customer/User can easily give their feedback by selecting their template to rate on different parameters and also provide qualitative feedback on these parameters.

You can also fetch the parameters using a Quality Feedback Template. The templates store preset information for you to select in the Quality Feedback.

If the Feedback is not as per expectations, a Quality Action may be initialized on the basis of the seriousness of the Feedback.

To access Quality Feedback, go to:

Home > Quality > Feedback > Quality Feedback

1. How to create a Quality Feedback

  1. Go to the Quality Feedback list, click on New.
  2. Select whether Feedback is by a Customer or a User (IONIC ERP account User).
  3. Select the particular Customer or User.
  4. Selecting a Quality Feedback Template will automatically populate the parameters for the Quality Feedback.
  5. The date will be automatically set to the current date.
  6. The Parameters table has the following columns:
    • Parameter: Various Parameters that are pre-defined in the Quality Feedback Template you create.
    • Rating: Rating for a parameter from 1 to 5.
    • Feedback: Feedback based on the given Rating.
  7. Save.Quality Feedback

Quality Review

Introduced in Version 14

A Quality Review is a record of the performance against Quality Goal at regular intervals.

A Quality Review is an inspection with a specific structure, defined roles, and procedure designed to ensure a product’s completeness and adherence to quality standards. The Quality Review is used to check if all Objectives of a Quality Goal have been achieved.

To access the Quality Review list, go to:

Home > Quality > Review and Action > Quality Review

1. Prerequisites

Before creating and using a Quality Review it is advised to create the following first:

  • Quality Goal

2. How to Create a Quality Review

  1. Go to the Quality Review list, click on New.
  2. Select a Quality Goal which is to be Reviewed.
  3. In the Review section of the Reviews table, leave a review about a Quality Objective.
  4. Save.Quality Review

Note: If the Quality Procedure is linked to the Quality Goal, the Quality Procedure will be fetched in the Quality Review.

You can also add some notes in the ‘Additional Information’ section.

3. Features

Periodic Auto Creation

if you have set the frequency of review in your Quality Goal, then the Quality Review will automatically be created and its status will be set to “Open”. The quality manager can then check open reviews and complete the inspection.

4. Next Steps

After you have completed a Quality Review, you can create a Quality Action against it if you want to record any corrective or preventive actions

Non Conformance

Introduced in Version 14

A Non Conformance is a observation that can be filed by any person in the organization to note non compliance to a specific procedure

Once Quality Procedures are defined, the goal of a quality focussed organization is to ensure that they hare followed. This ensures consistent quality and parameters as per the customer’s expectation. If these procedures are not followed, an observation is recorded via a Non Conformance or called NC in quality systems.

In IONIC ERP, you can create a Non Conformance by selecting the Quality Procedure against which it was observed, maintain its status and record corrective and preventive actions

1. Prerequisites

  1. Quality Procedure

2. How to Create a Non Conformance

  1. Go to Quality > Non Conformance or find the Quality Procedure and click on + from the dashboard.
  2. Record your observations
  3. Record corrective / preventive actions if any
  4. Update status

Non Conformance

Quality Feedback Template

For creating the Quality Feedback first you must decide the parameters by creating the Quality Feedback Template. The templates generally contain the name the template, scope and the different parameters to be entered. The different parameters can be decided on the basis of different occasions and survey.

To access the Quality Feedback Template, go to:

Home > Quality > Quality Feedback Template

1. How to create a Quality Feedback Template

  1. Go to the Quality Feedback Template list, click on New.
  2. Enter a name for the template.
  3. In the Parameters table, list down the various processes/parameters on which you want the user to rate and give the feedback.
  4. Save.

Quality Feedback Template

Support Modules


Great customer support and maintenance is at the heart of any successful business. With IONIC ERP, you track all incoming customer requests and issues and respond to them quickly. The database of incoming queries will also help you to identify the biggest opportunities for improvements.

You can track incoming queries from your email using Support Tickets. You can keep track of Customer Issues linked with a specific Serial No and respond to them based on their warranty and other information. You can also make Maintenance Schedules for Serial NOs and keep a record of all Maintenance Visits made to your Customers.

Warranty Claim

A Warranty Claim is when a Customer claims free repairs within the Warranty Period of the item/service you’re providing.

If you are selling Items under warranty or if you have sold and extended service contract like the Annual Maintenance Contract (AMC), your Customer may contact you about an issue or a break-down of the product and provide you the Serial No of this Item.

To access the Warranty Claim list, go to:

Home > Support > Warranty > Warranty Claim

1. Prerequisites

Before creating and using Warranty Claim, it is advised that you create the following first:

  • Customer
  • Serial Number
  • Item

2. How to Create Warranty Claim

  1. Go to the Warranty Claim list, click on New.
  2. Select a Customer.
  3. Select the Serial Number of the Item on which Warranty Claim is to be recorded. The system will then automatically fetch the Serial No’s details and indicate whether this is under warranty or AMC.
  4. Enter a description of the Issue. User can upload and image and create a table.
  5. Save. Warranty Claim

2.1 Additional Options when Creating a Warranty Claim

  • Status: While creating a Warranty Claim, the status will be set as “Open”. User can change the status to:
    • Work In Progress: Fix/repairs are being done on the Item.
    • Closed: The repairs have been done and the Warranty Claim is now closed.
    • Cancelled: The Warranty Claim was invalid and the claim was closed.
  • Issue Date: While creating the Warranty Claim, the current date will be captured. This field is editable.

3 Features

3.1 Item and Warranty Details:

Once a Serial Number is selected, the following details about the Item will be fetched:

  • Item Code
  • Item Name
  • Item Description

The details about Warranty/AMC will be fetched according to the Serial Number.

  • Warranty / AMC Status: The possible options are “Under Warranty”, “Out of Warranty”, “Under AMC”, or “Out of AMC”. The status can be changed to Out of Warranty/AMC if the Item has been tampered with or Warranty is void depending on your terms of service.
  • Warranty Expiry Date
  • AMC Expiry dateWarranty Serial

3.2 Resolution

  • Resolution Date: When the warranty or AMC is Closed, current date and time will be fetched in resolution Date field automatically. This field is also editable.
  • Resolved By: Set the Email ID of the User who has resolved the Warranty Claim. The email ID is linked with User created in the system.
  • Resolved Details: This is a text field. User can enter details about the Warranty or AMC claim. A User can also upload the image, enter or create a table.Warranty Resolution

3.3 Customer Details

The following details of the Customer will be fetched:

  • Customer Name
  • Contact Person
  • Territory
  • Customer Group
  • Customer Addresss

Service Address: User can enter the Service Address if it is different from Customer Address.

Warranty Customer

3.4 More Information

  • Company: The Warranty or AMC is created from the company will be selected automatically.
  • Raised By: User can enter the Name of the person who has raised the Warranty or AMC in case the Customer is an organization.
  • From Company: User can enter the name of the company from which the warranty or AMC has been created.

If a Customer visit is required to address the issue, you can create a new Maintenance Visit record from this.

Support Settings

All the global settings for support related documents can be found in Support Settings.

To access Support Settings, go to:

Home > Support > Settings > Support Settings

Support Settings

1. Service Level Agreements

1.1 Track Service Level Agreement

Enable this feature to start using and tracking Service Level Agreement in Issues.

1.2 Allow Resetting Service Level Agreement

This allows a User to reset the Service Level Agreement in Issues. User will get a button to Reset Service Level Agreement for Open Issues in the Service Level tab. Clicking on the button before the SLA fails will reset the SLA. The support team user will have to state a reason for resetting the SLA.

2. Issues

2.1 Close Issue After Days

Any “Replied” or “Resolved” issue will be closed after the number of days defined in this field. However, if the Customer replies to a closed Issue, the Issue will Open again.


An Issue is an incoming query from a Customer, usually via email or from the Contact section of your website.

Tip: A dedicated support Email Address is a good way to keep track of incoming queries. For example, you can send support queries to IONIC ERP at and it will automatically create an Issue in our system.

To access the Issue list, go to:

Home > Support > Issues > Issue


1. Prerequisites

Before creating and using Issues, it is advised that you create the following first:

  • Customer
  • Email Account

2. How to Create Issue

Issues are automatically created if you use the append to feature in Email Account.

You can also create an Issue manually, to do that:

  1. Go to the Issue list, click on New.
  2. Enter the Subject, Raised By, and a description of the Issue.

2.1 Additional Options when Creating an Issue

  • Status: When a new Issue is created, its status will be “Open”, when it is replied, its status becomes “Replied”.
    • Open: The Issue has been created and yet to be replied to.
    • Replied: A reply has been sent to the Issue.
    • Hold: The Issue is on Hold due to some reason.
    • Resolved: When the users are reasonably sure that they have provided the customer with a solution to their problem but have not received an acknowledgment about the resolution from the customer.
    • Closed: The Customer got a satisfactory resolution that he has indicated with an acknowledgment and the Issue was closed.

    If the sender replies to the thread, the status becomes “Open” again. User can “Close” the Issue manually by clicking on the Close button on the top right.

Note: If SLA has been set up, then the fulfillment status of the SLA will be updated on both, the Closed as well as the Resolved status.

  • Customer: If the email was sent from a Customer stored in your IONIC ERP account, then a Customer link will appear in this field.
  • Priority: Priority can be set as per the requirements. By default, there are three priorities–Low, Medium, and High. You can delete these or add more as needed.
  • Issue Type: An Issue can be classified using Issue Type. Examples of Issue Types can be: ‘Functional’, ‘Technical’, ‘Hardware’, etc.
  • Raised By (Email): The email ID from which the Issue was sent will be shown here.

3. Features

3.1 Details

  • Description: This is a text field in which details about the Issue can be seen. This can also contain an image or a table.

3.2 Service Level Agreement

It is a contract between a service provider and the end user that defines the level of service expected from the service provider.

User can select the Service Level Agreement (SLA) from the list.

  • Every Issue will have a Time to Response and Time to Resolve within which the Support team has to Respond and Resolve the Issue.
  • The Priority can be changed to escalate the Issue. The priorities need to be specified in the Service Level Agreement.
  • If needed, the Service Level Agreement can be reset by clicking on the Reset Service Level Agreement button in Issues shown as follows:


3.3 Response

  • Mins to First Response: Time in minutes from when the Issue was created to when the first reply was sent.
  • First Responded on: When a Support team member first replies to the issue, first response date and time will be updated.
  • Average Response Time: The average time taken to respond to the Customer. This is calculated by taking the average of all time spans between Received and Sent Communications. This field will be updated on every reply sent to the customer.

Response Details

3.4 Reference

User can filter the issues based on these fields linked to the Issue:

  • Lead
  • Contact
  • Email Account
  • Project
  • Company

3.5 Resolution

  • Opening Date: When the issue is created or logged the date be posted.
  • Opening Time: When the issue is created or logged the exact time will automatically be posted.
  • Resolution Date: When the user resolved the issue, Date and Time will get updated in this field.
  • Resolution Details: User can enter the details of the issue, once it is resolved. This is a text field. Also, user can upload the image, enter or create a table.
  • Resolution Time: Total time taken to close the ticket (from Issue creation to closing).
  • User Resolution Time: Many times a user has to wait for a customer’s reply in order to solve some Issue. While measuring User’s productivity this wait time shouldn’t be taken into consideration. Hence, user resolution time is the total time taken by a user to close the ticket and can be calculated as:Resolution time – Total Time for which the user had to wait for a customer’s reply

The Resolution Time and User Resolution Time metrics are set on “Close”. These metrics reset automatically when the Issue reopens or splits.


Via Customer Portal

If the Customer raising the Issue is a Website User (no access to modules), this checkbox will be ticked to indicate that.

4. After Saving

4.1 Add Comments

Once the Issue is registered, support team Users can add comments for the issue. This field is editable. Comments in Issues are for internal discussions and will not be visible to the Customers.

4.2 New Email

Users can compose an email to the person that has raised the Issue. All the mails (received as well as sent) can be seen in a thread in the Issue.

4.3 Discussion Thread

The email discussion thread in an Issue maintains all the emails which are sent back and forth against this Issue in the system so that you can track what transpired between the sender and the person responding.

  • When a New Email is sent from your mailbox, an automatic reply is sent to the sender with your message and the Support Ticket Number.
  • The sender can send additional information to this email.
  • All subsequent emails containing this Issue number in the subject will be added to this Issue thread.
  • The sender can also add attachments to the email.

4.4 Assigning Issues to Users

Issues can be assigned automatically among Users using Assignment Rule.

You can assign an Issue to a specific User by clicking on “Assign” feature in the left sidebar. This will add a new To Do to the user and also send a message indicating that this Issue is allocated.

Assign Issue

4.5 Closing

  • You can close the Issue manually by clicking on ‘Close’ in the toolbar.
  • If the sender does not reply in 7 days, then the Issue gets closed automatically.

Issue Type

Issue Type is useful for tagging and classifying Issues.

Classifying Issues helps in assigning the concerned team members to specific Issues. Examples of Issue Types can be: ‘Functional’, ‘Technical’, ‘Hardware’, etc. So engineers can be assigned to technical or hardware issues and consultants would be assigned to address functional issues.

To access the Issue Type list, go to:

Home > Support > Issues > Issue Type

To create an Issue Type, click on New and enter a name for the type. A description can be added.

Issue Priority

Issue Priority indicates the urgency of solving an Issue

User can create priorities like “Low”, “Medium”, “High”, “Critical”, etc. Issue Priority will be used while creating the Service Level Agreement.

To access the Issue Priority list, go to:

Home > Support > Issues > Issue Priority

To create an Issue Priority, click on New and enter a name for the type. A description can be added.

Issue Priority

Issue Priority list

Issue Priority List

Service Level Agreement

A service level agreement (SLA) is a contract between a service provider (either internal or external) and the end user on the level of service expected from the service provider.

SLAs are output-based, their purpose is specifically to define the timeline in which the Customer will receive the service. SLAs do not define how the service itself is provided or delivered.

To access the Service Level Agreement list, go to: > Home > Support > Service Level Agreement > Service Level Agreement


Before creating and using a Service Level Agreement, it is advised that you create/update the following first:

  • Holiday List
  • Enable Track Service Level Agreement in Support SettingsService Level Agreement

2. How to Create a Service Level Agreement

  1. Go to the Service Level Agreement list, click on New.
  2. Enter a name for the Service Level.
  3. Select an Employee group, that will handle a particular Service Level.
  4. Set a Holiday List. Service Level Agreement won’t be applied in the days mentioned in the Holiday List.
  5. ‘Enable’ determines if a Service Level Agreement is enabled or disabled.
  6. Ticking ‘Default Service Level Agreement’ will apply this SLA to a customer if they don’t have a particular SLA assigned to them.
  7. Entity Type: Service Level Agreements can be assigned to a Customer/Customer Group/Territory enabling you to apply Service Level Agreement based on these factors.
  8. Entity: Select the specific Customer/Customer Group/Territory.
  9. Start / End Date: Defines the validity of the agreement.
  10. Priorities: You can set multiple Issue Priorities and their Time to Respond and Resolve (in hours and mins).Service Level
  11. Default Priority: Default Priority selected in Priorities table that will be applied in the Service Level Agreement.
  12. Support Hours: Contains the Days of the week on which Support is provided. Has a Start Time and End Time of the Working day.SLA Support Hours
  13. Save.SLA

3. Features

3.1 Applies to New Issues

Once an SLA is saved, it’ll be applied to Issues raised by Customers/Territories as per the option you chose in ‘Entity Type’.

SLA in Issue

3.2 Resetting an SLA

An SLA can also be reset until the time does not fail. For example, if the SLA is 3 days, you can reset the SLA only within 3 days of the Issue being created. After that, the Service Level will display failed.

SLA Issue

3.3 Time respond / resolve in Issues

The time to respond to an Issue and the time to resolve will be shown: SLA in Issue

These times are based on the timelines set in the ‘Priority’ field in the Service Level’s Priorities table.

3.4 Pause SLA on Statuses

From version 13 onwards, IONIC ERP allows you to pause SLA on issues when you are waiting for an event to happen. You can do this by selecting a status that is configured in this “Pause SLA On” table.

  • Set the statuses on which you want to pause SLA in the SLA document. You can also add custom statuses here. Service Level
  • When the status is changed to any of the above, resolution and response fields are unset and the dashboard indicators change to: Service Level
  • When the status of the issue changes back to a non-hold status (which is not configured in the “Pause SLA On” table), the Total Hold time field will be set in your Issue document. Service Level The Response and Resolution time will be recalculated by adding the hold time, thereby restarting your SLA timers.

> Note: Service Level DocType was removed in version 13 and all functions are handled only with the Service Level Agreement DocType.

Maintenance Visit

A Maintenance Visit is a visit made by an engineer to a Customer’s premise for maintenance work of an Item.

To access the Maintenance Visit list, go to:

Home > Support > Maintenance > Maintenance Visit

A Maintenance Visit is usually created from a Sales Order of type ‘Maintenance’. SO Maintenance Visit

1. Prerequisites

  • Customer
  • Item

2. How to create a Maintenance Visit

  1. Go to the Maintenance Visit list, click on New.
  2. The current date and time will be recorded, this can be edited. s
  3. Select the Customer.
  4. Select the Maintenance Type whether Scheduled, Unscheduled, or Breakdown.
  5. Set the completion status whether ‘Partially Completed’ or ‘Fully Completed’.
  6. Select the Item Code and Serial Number.
  7. Enter a Description of the maintenance, select the Sales Person performing the maintenance, and enter the work done.
  8. Save.Maintenance Visit

2.1 Additional Options when Creating Maintenance Visit

  • Customer Feedback: You can record any feedback given by the Customer regarding this Maintenance Visit.
  • The following fields will be fetched from the Customer form:
    • Customer Address
    • Contact Person
    • Territory
    • Customer Group

Maintenance Schedule

The Maintenance Schedule shows all upcoming Maintenance Visits.

All machines require regular maintenance, especially those that contain a lot of moving parts, so if you are in the business of maintaining those or have some of them in your own premises, this is a useful tool to plan a calendar of activities for its maintenance.

To create a new Maintenance Schedule go to:

Home > Support > Maintenance > Maintenance Schedule

A Maintenance Schedule is usually created from a Sales Order of type ‘Maintenance’.

SO Maintenance Schedule

1. Prerequisites

  • Customer
  • Item

2. How to Create a Maintenance Schedule

  1. Go to the Maintenance Schedule, click on New.
  2. Select the Customer and the Items for which maintenance needs to be done.
  3. Set the start and end dates.
  4. Select a Periodicity to set how frequently the visits will happen. The options are “Weekly”, “Monthly”, “Quarterly”, “Half Yearly”, “Yearly” and “Random”. Maintenance Schedule will get generated based on selected Periodicity. Selecting Random will generate random dates
  5. The Number of Visits will be set as per the Periodicity selected. Eg: If you selected Weekly and set the whole month between the start and dates, 4 visits are ideal.
  6. Select the Sales Person performing the visits.
  7. Save.
  8. After saving, click on the Generate Schedule button to generate a Maintenance Schedule.
  9. Submit.Maintenance Schedule

The Generate Schedule button will generate a separate row for each maintenance activity. Each Item in a Maintenance Schedule is allocated to a Sales Person.

When the document is Submitted Calendar events are created for the Sales Person User for each maintenance.

Support Reports

The various reports in the Support module help understand data on how quickly support staff responded to customer issues, the issue types, issue priorities, timelines, and more.

1. First Response Time for Issues

This report provides a date-wise summary of Average First Response Time for Issues reported during the selected time frame. It will display the date and the “Average First Response Time” taken to respond to all the issues created on the respective date.

To access the First Response Time for Issues report, go to: > Home > Support > Reports > First Response Time for Issues

First Response Time for Issues

2. Issue Summary

This report provides a detailed summary of issues reported based on the filters. You can view the summary based on the following parameters:

  1. Customer
  2. Assigned To
  3. Issue Type
  4. Issue Priority

For example, if we select the report based on Customer, it will show a list of all the Customers along with the following details for every customer based on the filters applied:

  1. Number of Open, Replied, Resolved, and Closed issues.
  2. Total Number of Issues raised by that customer.
  3. Number of Issues for which the SLA has been fulfilled, failed, and ongoing.
  4. Average support metrics like Avg First Response Time, Avg Response Time, Avg Resolution Time, Avg User Resolution Time, Avg Hold Time.

The stacked chart shows the number of issues classified by status for each customer. Report Summary shows the total number of Open, Replied, Resolved, and Closed issues in the entire report.

To access the Issue Summary report, go to: > Home > Support > Reports > Issue Summary

Issue Summary

3. Issue Analytics

This report provides a count of issues according to weekly, monthly, quarterly, and yearly time series based on the following parameters:

  1. Customer
  2. Assigned To
  3. Issue Type
  4. Issue Priority

To access the Issue Analytics report, go to: > Home > Support > Reports > Issue Analytics

Issue Analytics

Website Modules


Websites are a core component of any business. Having a good website usually means running into obstacles like investing a lot of money, difficult to update, and it not being interactive.

If you’re not a web designer yourself, wouldn’t it be nice if there was a way to update the product catalog on your site automatically from your ERP? We thought exactly the same thing and hence built a small Website module right inside IONIC ERP! Using this module, you can:

  • Create Web Pages
  • Write Blogs
  • Publish your Product Catalog using the Item master
  • Allow users to buy your products using the Shopping Cart

Though not necessary, to make a good website, you might have to know a bit of HTML/CSS or hire the services of a professional. The good part is that once this is set up, you can add and edit content, blogs, and products directly from your IONIC ERP account.

You can check out this video for a demonstration of the Website module in IONIC ERP.


A homepage is the default landing page of your website.

IONIC ERP’s Website Module generates a default landing page for your website. You can customize it in Homepage.

To access the Homepage page in IONIC ERP, go to:

Home > Website > Portal > Homepage

1. How to setup Home Page

  1. Select the Company.
  2. Set the Title. This will be shown in the Browser Tab.
  3. Configure the Hero Section as explained in the next section.


Make sure your default ‘Home Page’ is set as home in Website Settings for this to work.

2. Hero Section

There are three ways in which you can customize the way the Hero Section looks:

  1. Tag Line and Description (Default).
  2. Homepage Slideshow.
  3. Custom Hero Section.

2.1 Tag Line and Description

After you set your Tag Line, Description and Hero Image you’ll have a decent looking front page. You can also change the URL for the Explore button under URL for “All Products”.

Website HomepageWebsite Homepage

2.2 Homepage Slideshow

Set the Hero Section Based On to Slideshow and the Homepage Slideshow field will appear.

Homepage Slideshow SettingHomepage Slideshow Setting

Now, select an existing Slideshow or create a new one shown as follows:

Website SlideshowWebsite Slideshow

For best results, make sure all of your slideshow images have same height and their width is greater than the height.

Website Homepage with Slideshow

2.3 Custom Hero Section

The third type of Hero Section allows you to write your own HTML.

Set Hero Section Based On to Hero Section.

Now create a new Hero Section. Set Section Based On as Custom HTML. Write your custom HTML in the Section HTML field.

Homepage SettingsHomepage Settings

You can write any valid Bootstrap 4 markup here.

New Hero SectionNew Hero Section

It will look something like this: Homepage Hero CustomHomepage Hero Custom

You can also show featured products on your Homepage by adding them to the Products table.

Homepage Products TableHomepage Products Table

It will look something like this: Featured Products on HomepageFeatured Products on Homepage

4. Homepage Section

You can add custom sections on your Homepage by creating new Homepage Sections.

Go to Website > Portal > Homepage Section

A homepage section can consist of cards or Custom HTML. Set Section Based On to Cards.

New Homepage SectionNew Homepage Section

Add details for each card like Title, Subtitle, Image, Content and Route in the Section Cards table.

It will look something like this: Homepage SectionHomepage Section

You can also control the order in which these sections appear by setting the Section Order. 0 will be shown first, followed by 1, and so on.

To add Sections with Custom HTML refer Custom Hero Section.

5. Custom Homepage

IONIC ERP allows you to have a completely different homepage if you don’t want to use the default one described above.

To setup a custom homepage:

  1. Create a Web Page.
  2. Go to Website > Setup > Website Settings.
  3. Set Home Page as the route of your Web Page. 

Web Page

Static Content like your Home Page, About Us, Contact Us, Terms pages can be created using the Web Page.

To access Web Page go to:

> Home > Website > Web Site > Web Page

1. How to create a Web Page

  1. Go to the Web Page list and click on New.
  2. Enter a Title and add content in Main Section. The route will auto generated but you can change it.
  3. Click on Save.
  4. The web page will be published only when Published is ticked.

New Web PageNew Web Page

View your Web Page by clicking on See on Website in the side bar.

Web PageWeb Page

1.1 Tips on making a good Web Page


The first thing to set is the title of your page. The title has the maximum weight for search engines so choose a title that reflects the keywords that you are targeting for your audience. The route (URL) will be auto-generated from the title but you can change it.


You can write your content in Rich Text, Markdown or HTML. If you want to make simple content pages, Rich Text and Markdown are great options.

> Learn markdown in a few minutes at Mastering Markdown.


For Rich Text Content, you can directly embed images using the editor. For Markdown and HTML, you must attach the images to the document first. Now get the URL of your image by right-clicking on your attachment and copying the address.

Image Link

Now, add them to your Markdown or HTML using the appropriate syntax.

<!-- markdown -->
![Alt Text](/path/to/image-url.png)

<!-- html -->
<img alt="Alt Text" src="/path/to/image-url.png"/>

2. Features

2.1 Slideshow

You can also add a Slideshow to your Web Page. Refer how to create a Slideshow at Homepage Slideshow

2.2 Scheduled Publishing

You can schedule your Web Pages for publishing if you set Start Date and End Date for your Web Page. They will be set as published within the date ranges and will be unpublished outside the range automatically.

Unpublished pages will throw an Error 404 when they are visited.

2.3 Javascript and CSS

You can add a JS script to your Web Page in the Script section. Make sure to write your script inside the frappe.ready callback.

frappe.ready(() =&gt; {
    // your script here

You can add CSS styling to your Web Page in the Style section. Inspect the elements to see what classes are available for styling. If you are using HTML Content, you can use your own classes and style them here.

2.4 Sidebar

You can add a Website Sidebar with custom links on your Web Page. In the Sidebar and Comments section enable Show Sidebar. Select an existing Website Sidebar or create a new one.

Web Page SidebarWeb Page Sidebar

Add links and their route in the Sidebar Items table. Website SidebarWebsite Sidebar

Web Page with SidebarWeb Page with Sidebar


You can enable comments on your Web Page where people can leave a comment with their Name and Email. Enable comments from the Sidebar and Comments section.

Web Page CommentsWeb Page Comments

2.6 Header

You can add a custom HTML for the header section of the page. This will override the title of the Web Page.

Web Page HeaderWeb Page Header

Web Page with Custom HeaderWeb Page with Custom Header

2.7 Breadcrumbs

You can add a list of breadcrumbs on your Web Page. These will be shown on top before the header.

Web Page BreadcrumbsWeb Page Breadcrumbs

Web Page with BreadcrumbsWeb Page with Breadcrumbs

2.8 Meta Tags

You can also add Meta Tags to your Web Page. You must add the property key and its value in the Meta Tag Table and it will auto-generate HTML meta tags on your Web Page.

Web Page Meta TagsWeb Page Meta Tags

Blog Post

A Blog Post is an article on your website.

Blogs are a great way to share your thoughts about your business. It helps keep your customers and readers updated on news related to your business.

In the age of the internet, writing assumes a lot of significance because when people come to your website, they want to read about you and your product.

To access the Blog Post, go to: > Home > Website > Blog > Blog Post

1. How to create a Blog Post

  1. Go to the Blog Post list and click on New.
  2. Enter the Title, Blog Category, Blogger, and the Content.
  3. Enable Published and click on Save.

The Blog Intro is a short description of your blog that appears just after the title and before the content.

New Blog Post

You can write your blog in Rich Text, Markdown, or HTML. If you want to write simple content pages, Rich Text and Markdown are great options. Learn how to attach images to your blog here.

> Learn markdown in a few minutes at Mastering Markdown.

Blog Post in MarkdownBlog Post in Markdown

View your Blog Post by clicking on See on Website in the sidebar. Blog PostBlog Post

Check the Disable Comments option if you’d like to disable the ability for readers to add comments to the current blog post. Blog Post

Blog PostAdding Comments Disabled

2. Features

2.1 Blogger

Blogger is a user who can post blogs. To create a Blogger, go to:

Home > Website > Blog > Blogger.

You can mention a short bio about the blogger and also set an avatar here.


The preview will be shown at the end of the blog post. Blogger PreviewBlogger Preview

2.2 Blog Category

You can group your blogs into categories. To create a new Blog Category, go to:

Home > Website > Blog > Blog Category.

Blog CategoryBlog Category

If you click on See on Website in the sidebar, you’ll be redirected to a list of blogs under that category.

Blog Category - GeneralBlog Category – General

2.3 Meta Tags

Meta tags are HTML tags which describe a page and its content to a search engine or a social media platform. A meta description provides a brief description of a webpage.

In HTML, the meta description tag will be written as follows:

    <meta content="This is an example of a meta description. This will often show up in search results." name="description"/>

Under the SEO section, you can add the meta description and image for your blog post. IONIC ERP will generate a preview of the blog when listed as a search result by Google.

If you leave this section empty, the blog introduction or the first 140 characters of the blog will be shown as the meta description. In the same way, if you leave the meta image empty, the first image in the blog will be selected.

Google Search PreviewBlog Post Google Search Preview

On submitting the blog, you can also preview how the blog will look when shared on a social media platform like Facebook or Twitter. To check this, use the debugging tools offered by the platforms:

  • Facebook: Sharing Debugger
  • Twitter: Card Validator
  • LinkedIn: Post Inspector

To check the post preview, simply enter the webpage/blog link in the tool:

Facebook Sharing DebuggerUsing Facebook’s Sharing Debugger Tool

Using these tools, you can optimize your blog post for sharing.

Web Forms

Stakeholders who are not part of your organization may need to interact with your IONIC ERP instance. You can authorize customers, suppliers, job applicants, students, and guardians to access certain information or even create certain transactions. For example, you can let anyone create an account on your website (created with IONIC ERP) and apply for a job. You can let your customers see the details of the complaints they have registered. These can be done using Web Forms.

> There are two types of in-built interfaces available in IONIC ERP. The > Desk View and the Web View. Desk is for users who regularly interact > with ERPNext instance, like employees of your organization.

> Web View is for users who need to interact with an IONIC ERP instance occasionally. > Web forms are similar to the forms you generally fill in various websites on the > internet. Webforms are part of the Web View interface in IONIC ERP.

To create a new Web Form go to:

> Home > Website > Web Site > Web Form

New Web FormNew Web Form

Select the DocType based on which you want to build your Web Form. The Route will be set based on the Title of your Web Form. You can also add an Introduction text to show a friendly message above your form.

Add fields to your Web Form. These are the fields from the DocType you have selected. You can change the Label for these fields. Try to keep number of fields to be minimum as long forms are cumbersome to fill.

Web Form FieldsWeb Form Fields

Click on See on Website in the sidebar to view your Web form. Web FormWeb Form

Here is an explanation of each of the checkboxes on the right.

  1. Published: Web Form will be accessible only if this is enabled.
  2. Login Required: User can fill the Web Form only if they are logged in. When Login Required is checked,
  3. Route to Success Link: Go to Success Link after the form is submitted.
  4. Allow Edit: If this is unchecked the form becomes read-only once it is saved.
  5. Allow Multiple: Allow user to create more than one record.
  6. Show as Grid: Show records in a table format.
  7. Allow Delete: Allow user to delete the records that he/she has created.
  8. Allow Comments: Allow user to add comments on the created form.
  9. Allow Print: Allow user to print the document in the selected Print Format.
  10. Allow Incomplete Forms: Allow user to submit form with partial data.

2. Features

2.1 Sidebar

You can also show contextual links in a sidebar on your Web Form. Set it up in Sidebar Settings.

Web Form SidebarWeb Form Sidebar

Web Form with SidebarWeb Form with Sidebar

2.2 Creating Web Forms with Child Table

You can add child tables to your web forms, just like regular forms.

Web form Grid

2.3 Payment Gateway Integration

You can now add a Payment Gateway to the web form, so that you can ask users to pay against a web form. A good example for this is a conference ticket.

Web form payment

2.4 Portal User

We have also introduced roles for Website users. Before version 11, if you assigned any ‘Role’ to a user he would get access to ‘Desk View’. From version 11 you can assign a ‘Role’ but still disallow access to ‘Desk View’ by unchecking ‘Desk Access’ in Role.

Disallow Desk Access

In Portal Settings, you can set a role against each menu item so that only users with that role will be allowed to see that item.

portal settings

2.5 Custom Script

You can write custom scripts for your Web Form for things like validating your inputs, auto-filling values, showing a success message, or any arbitrary action.

To learn how to write custom scripts for your Web Forms, read Custom Scripts documentation.

2.6 Custom CSS

You can customize the look and feel of your Web Form by writing your own Custom CSS. Inspect the elements on the page to see what classes are available for styling. Learn more about CSS here.

2.7 Actions

You can add the text in ‘Success Message’ field and this text will be shown to user once he successfully submits the web form . And the user is redirected to the URL given at ‘Success URL’ when clicked on ‘Continue’ button. This is only applicable to webforms accessible without the user login(webforms with ‘Login Required’ checkbox unchecked).

Success Message

2.8 Result

When a website user submits the form, the data will be stored in the document/doctype for which web form is created.

2.9 Customizing

For customizing web forms, see the Frappe Web Forms Documentation

Website Settings

Website related settings like landing page and website wide theme can be configured here.

To access Website Settings, go to:

Home > Website > Setup > Website Settings

1. Landing Page

Configure the default landing page of your website by setting the Home Page field to the route of that page. You can put any route here including standard routes like homeaboutcontactloginall-products, and blog.

You can also set a Web Page as the landing page.

If you want to use the IONIC ERP Homepage, you must set it as home.

Website Settings - Landing PageWebsite Settings – Landing Page

You can also set the Title Prefix here. It will be appended to the browser title on every page. You can put your company name here.

2. Website Theme

Create a personalized theme for your Website and set it here. Learn more about configuring Website Theme here.

3. Brand

You can set the brand logo for your website in this section. Upload the Brand Image first and then click on “Set Banner from Image” button. It will generate a Banner HTML with your uploaded logo.

Website Settings - Banner ImageWebsite Settings – Banner Image

3.2 Favicon

You can also set the favicon of your website in this section. It appears on the left side of the browser tab.

Website Settings - FaviconWebsite Settings – Favicon

View your website by clicking on View Website in the action bar on top right.

Website with Brand and FaviconWebsite with Brand and Favicon

4. Top Bar

You can customize the menu items in the navbar of your website from the Top Bar section.

Website Setting - Top BarWebsite Setting – Top Bar

Website Navbar ItemsWebsite Navbar Items

5. Banner

You can add a persistent banner to your website which will be shown above the navbar on all web pages. You can write any valid Bootstrap 4 markup here.

Website Settings - BannerWebsite Settings – Banner

Website BannerWebsite Banner

You can add address information and categorized links to your footer in the Footer section.

Website Settings - Footer AddressWebsite Settings – Footer Address

Website Settings - Footer LinksWebsite Settings – Footer Links

Website FooterWebsite Footer

Configuring “Powered by” Section

You can configure Powered by section by editing “Footer Powered By”

7. Google Integrations

7.1 Google Indexing

How to set up automated Google Indexing

In order to allow IONIC ERP to request Google crawlers to index a web page, you need to authorize IONIC ERP to send a request whenever the user requests the data. Google Drive Integration is set up with the following steps:

  • Create OAuth 2.0 Credentials via Google Settings
  • Enable indexing in the Website Settings
  • Now click on Authorize API Indexing Access to authorize IONIC ERP to send a publish request.
  • Once Authorized, an indexing request is automatically sent on creation/update/trash of any new blog post or web pages created via the user.

Google IntegrationsGoogle Integrations

7.2 Google Analytics

You can enable Google Analytics on your website. Just get your Google Analytics ID from your Google Console and set it here.

By default, Google Analytics will collect the full IP address of your website visitors. By checking “Google Analytics Anonymize IP”, IONIC ERP will instruct Google Analytics to anonymize the IP address before it is sent to Google servers. You can find out more about the effect of this setting in Google’s documentation.

8. HTML Header

You can use this section to set meta tags across all of your web pages. A common use case is to add Google site verification tags.

Website Settings - HeaderWebsite Settings – Header

9. Robots

You can define robots.txt rules in this section. This information is used by web crawlers to decide which pages to index and which to skip.

Website Settings - RobotsWebsite Settings – Robots

Learn more about robots.txt at Moz – Robots.txt

10. Redirects

You can define a mapping of route redirects here. The mappings in the following screenshot makes sure that if a user visits, they will be redirected to

ERPNext will raise a 301 Permanent Redirect response for these routes.

Website Settings - Routes RedirectsWebsite Settings – Routes Redirects

If you are migrating your existing website to IONIC ERP based website, you can map your old routes to new ones here and these redirects will be picked up by Google and will help you maintain your SEO rankings.

11. Chat

You can enable website visitor chat on your website in the Chat section. The chat widget will be shown between From time and To time. You can also set Chat Operators (Users) who will get notified when a visitor sends a message.

Chat is an experimental feature.

Website Theme

IONIC ERP provides advanced theming capabilities to customize the look and feel of your website and make it match your brand.

Home > Website > Setup > Website Theme

1. How to create a Website Theme

  1. Go to the Website Theme list and click on New.
  2. Enter a Theme Name.
  3. Customize your theme.
  4. Click on Save.

Note: Make sure you set the Website Theme in Website Settings for the theme to be applied.

Select Website Theme in Website Settings

2. Features

2.1 Theme Configuration

The section “Theme Configuration” is there for bootstrapping a basic theme. Here you can choose your color scheme, font and button styles.

2.2 Stylesheet

If you know SCSS and Bootstrap 4 theming, you can manually write custom SCSS.

In the “Custom Overrides” field you can overwrite the variables defined by any app’s theme file. The content of this field will be included before importing any other SCSS. For example, the variable $spacer is set to 1rem by default. Just redefine it to $spacer: 2rem; to make all spaces twice as big.

In the “Custom SCSS” field you can add your own styles. This will be included after importing the app’s themes. You can also override any specific style. For example, if you don’t like our buttons, just include the following:

.btn-primary {
    background-color: $teal;
    color: $orange;

2.3 Included Theme Files

If you take a look at the default theme generated by the configure dialog, it imports frappe/public/scss/website and erpnext/public/scss/website. These are the default theme files for frappe and erpnext app. If you have any other apps installed, they might also provide their own website.scss file.

The section “Included Theme Files” lists all installed apps. Each app can bring it’s own theme file ([app]/public/scss/website.scss). A theme might be complete, providing styles for the entire website, or just an add-on. For example, it might style only the elements it introduces. By checking the boxes you can choose which theme should be included in your website.

Included Theme Files

2.4 Custom JS

You can also write custom JavaScript that will run when your theme is applied. Use it add/remove classes from elements, or any script that helps you change how your elements look.

Website Route Meta

Arbitrary meta tags can be added in your web pages using Website Route Meta.

Meta Tags are invisible tags that provide data about your page to search engines and website visitors. When used correctly, these tags may help boost your SEO and rankings on popular search engines. These tags will be placed in the “ section of your page. IONIC ERP allows you add arbitrary meta tags in your web pages to improve the SEO of your pages.

To access Website Route Meta go to:

> Home > Website > Web Site > Website Route Meta

1. How to add meta tags to a web page

  1. Go to the Website Route Meta list and click on New.
  2. Enter the route. Make sure the route doesn’t start with a slash (/). A Web Page for this route should exist.
  3. Add key value pairs for each meta tag. For e.g., to add keywords to your web page, enter “keywords” as the Key and add comma separated keywords in the Value column.
  4. Click on Save.

New Website Route MetaNew Website Route Meta

Now if you check the page source of your web page, the meta tags will look something like this:

<meta content="Now with an 8-core processor, the 15-inch MacBook Pro is the fastest Mac notebook ever." name="description"/>
<meta content="apple, macbook, macbook pro, intel, 8 core, fastest" name="keywords"/>

Note: Meta Tags are not only limited to Web Page, but they can be added to > any route that has a website page in IONIC ERP. > > For e.g., You can add meta tags to your blog posts if you know the route which > you can get from the Blog Post form.

Web Page Builder

Introduced in Version 14

Page Builder lets you quickly create web pages from pre-configured web templates.

1. How to create a page using Page Builder

  1. Follow the steps to create a Web Page.
  2. Enable full width by ticking the “Full Width” checkbox.
  3. Select Content Type as Page Builder.
  4. Click on Add Row in the Page Building Blocks Table.
  5. Select a Web Template.
  6. Click on the Edit Values button.
  7. Enter values in the dialog and click on Submit.
  8. Click on Save.
  9. The web page will be published only when Published is ticked.

New Web Page with Page BuilderNew Web Page with Page Builder

Page Builder Edit Values DialogPage Builder Edit Values Dialog

View your Web Page by clicking on See on Website in the sidebar.

Web PageWeb Page with Page Builder

1.1 Add Sections

You can add more sections to your page by adding more rows in the Page Building Blocks table. The framework comes with a great set of Web Templates for you to create all sorts of pages.

More SectionsWeb Page with another section

More Sections - PreviewWeb Page with another section – Preview

1.2 Section Options

If you click to expand a row in the Page Building Blocks table, you have the following additional options:

  • Add Container: If checked, the web template will be rendered in a centered constrained box.
  • Add Space on Top: If checked, it will add a decent amount of space above the section.
  • Add Space on Bottom: If checked, it will add a decent amount of space below the section.
  • Add Gray Background: If checked, it will add a gray background to the section.
  • Hide Block: If checked, it will hide the section block.
  • CSS Class: Add any CSS class and style it in the CSS field in the Style section.

Section OptionsSection Options