Zenoti Integration

Zenoti Integration

Introduced in version 13.

Zenoti Integration produces purchase orders and sales invoices in ERPNext using the purchase orders and sales invoices that are pulled from Zenoti.

If a Customer, Supplier, or Item is missing in ERPNext when these entries are being created, the system will generate a new Customer, Supplier, or Item by obtaining the necessary information from Zenoti.

How to Setup?

Zenoti Integration is available through Ecommerce Integrations on Frappe Cloud Marketplace.

App Installation

By visiting to your site's Dashboard, you may rapidly install the app if Frappe Cloud is hosting your ERPNext site. The Frappe Cloud Marketplace has the app.
If Frappe is hosting your website, open a support ticket to request the installation of the app.
You can use the Frappe bench to install ERPNext if you're self-hosting it. To install Frappe Apps, consult the bench documentation. ecommerce integrations bench get-app —branch main

The repository for app is hosted on GitHub: http://github.com/frappe/ecommerce_integrations/.

Prerequisite

The Cost Center and Warehouse Mapping table in the Zenoti Settings in ERPNext should have a cost center and a warehouse setup for each center in Zenoti.
It is necessary to develop items, at least those that will affect stock. Data import can be utilized for this.
With ERPNext's Stock Reconciliation, opening stock entries must be made.
Item Tax Templates needs to be established from Tax Groups in Zenoti with suitable accounts and tax rates
Establish an account to record liabilities for the sale of gift or prepaid cards as well as tips; this account should be designated in Zenoti Settings as Liability Income Account to Record Gift & Prepaid Cards.
Set the proper accounts as the payment method. Add "Card," "Custom," and "Points" as additional payment methods.
In the Company Master, "Enable Perpetual Inventory" ought to be unchecked.

Important details for setting up Zenoti on ERPNext

To access Zenoti Settings, go to: Awesome search bar > Zenoti Settings.

Last Sync: The time and date that the invoices were last synced.
API Key: Zenoti's API Key. You can quickly create an API Key if you don't already have one by navigating to the Admin > Setup > API area.
Sync Interval: The amount of time, in hours, between each sync. a variety of options are available (1, 3, 6, 12, 24)

4.Default Purchase Warehouse: All Purchase Orders should use the same warehouse. Put the one you created for the main center since this is typically Zenoti's primary center. To preserve the price of the Items in ERPNext, a default buying price list is necessary. You have the option of creating a new one or using the Standard Purchase template offered by ERPNext.

The ERPNext system needs a default selling price list to maintain the price of the items. You have the option of creating a new Standard Selling or using the one that ERPNext already offers.
Liabilities Income Account to Book Tips, Sales of Gift and Prepaid Cards: Add the account you made to book tips and sales of Gift and Prepaid Cards here.
Default Customer Group: Enter this information if a certain customer group is to be allocated to a new client when synchronizing a sales invoice. If nothing is added then the default All Customer Group will be set for those new client.
Default Supplier Group: Enter this information if a certain supplier group is to be allocated to a new provider when synchronizing a purchase order. The default All Supplier Group will be selected for those new suppliers if nothing is added.
Cost Center and Warehouse Mapping: This table links all of Zenoti's Centers to the ERPNext Cost Centers and Warehouses that correspond to them.

What will be synced or will have to be created manually

Item

Items will first need to be manually created in ERPNext from Zenoti. After synchronizing sales and buy orders, it will then be made based on demand.

Item Tax Template Item Tax Templates will be manually built based on Zenoti Tax Groups.

Customer Customers and Customer Groups will be created as needed when sales invoices are synced. If there are no customer groups in Zenoti, "Default Customer Group" mentioned in Zenoti Settings will be used. If "All Customer Groups" is not specified in Zenoti Settings, it will be used.

Supplier The creation of suppliers and supplier groups will happen as needed while purchase orders are synced. The "Default Supplier Group" indicated in the Zenoti Settings will be utilized if there are no supplier groups in Zenoti. If "All Supplier Groups" is not specified in Zenoti Settings, it will be used.

Warehouse The Cost Center and Warehouse Mapping table in the Zenoti Settings must be used to manually build warehouses in ERPNext and map them with Zenoti Centers.

Cost Center Cost Centers will need to be manually built in ERPNext and mapped with Zenoti Centers using the Zenoti Settings table for Cost Center and Warehouse Mapping.

Employees Workers will first need to be manually added to ERPNext through Zenoti. When syncing sales/purchase records, it can then be created as needed. Date of Birth and Date of Joining entries are required for employees. Hence, "Date of Joining" will be set as the day the employee is formed and "Date of Birth" will be set as 25 years prior to "Date of Joining" when creating employees using sales/purchase data. Later, these can be modified.

Purchase Order At the end of the day, Zenoti will construct the purchase order and sync it with ERPNext. If new, the supplier and the item will be produced on demand.

Note: Purchase Invoice from the Purchase Order have to be created manually.

Debit Note Depending on the return purchase order in Zenoti, a debit note will be immediately created and kept in draft mode.

Sales Invoice The API will automatically generate an invoice at the specified interval that was established in the Zenoti Settings. If new, a customer and an item will be produced on demand.

Credit Note The automatic creation of a Credit Note based on a Return Invoice in Zenoti will only include products, not services.

Gift/Prepaid Card Sales Every gift card or prepaid card will be handled as an item. Gift/prepaid cards will be considered a form of payment for subsequent bills when they were used for the transaction in Zenoti.

Stock Reconciliation Stock Reconciliation will be used to sync the stock at the end of the day.