ERPNext OpenAI Integration

Welcome to the ERPNext OpenAI Integration app. This app allows you to integrate OpenAI functionality with your ERPNext system, enabling advanced AI-powered capabilities.

Features

• Seamless integration with ERPNext.
• Use OpenAI to generate responses to user queries.
• Execute ERPNext-specific functions through AI prompts.
• Enhance your ERPNext system with AI-driven insights and automation.

Prerequisites

• ERPNext installed and configured.
• An OpenAI API key.

Installation

1. Clone the repository:

   git clone https://github.com/williamluke4/erpnext_chatgpt.git

2. Navigate to the app directory and install dependencies:

   cd erpnext_openai_integration
   bench get-app erpnext_chatgpt .

3. Install the app on your ERPNext site:

   bench --site [your-site-name] install-app erpnext_chatgpt

Setup

Create OpenAI API Key

1. Go to the OpenAI API Keys page and create a new API key.

Set OpenAI API Key

1. Log in to your ERPNext instance.
2. Navigate to OpenAI Settings.
3. Enter your API key in the API Key field and save.

Usage

Ask OpenAI

Note: The button will only show if you are a system manager and the api key is valid.

1. Click the OpenAI Chat button.
2. Create a Session
3. Ask your question in the input field and click Ask.
4. The AI-generated response will appear in the response area.

Available Functions

You can use the following functions with the OpenAI integration:

• get_sales_invoices: Get sales invoices from a specified date range.
• get_sales_invoice: Get a specific sales invoice by its number.
• get_employees: Retrieve a list of employees, optionally filtered by department and designation.
• get_purchase_orders: Get purchase orders from a specified date range, optionally filtered by supplier.
• get_customers: Get a list of customers, optionally filtered by customer group.
• get_stock_levels: Get current stock levels, optionally filtered by item code.
• get_general_ledger_entries: Get general ledger entries from a specified date range, optionally filtered by account.
• get_balance_sheet: Get the balance sheet report for a specified date range.
• get_profit_and_loss_statement: Get the profit and loss statement report for a specified date range.
• get_outstanding_invoices: Get the list of outstanding invoices, optionally filtered by customer.
• get_sales_orders: Get sales orders from a specified date range, optionally filtered by customer.
• get_purchase_invoices: Get purchase invoices from a specified date range, optionally filtered by supplier.
• get_journal_entries: Get journal entries from a specified date range.
• get_payments: Get payment entries from a specified date range, optionally filtered by payment type.

Support

If you encounter any issues or have any questions, please create an issue on our GitHub repository.