ERPNext WhatsApp Ordering Integration

ERPNext + WhatsApp Ordering System for Beverage Distribution (Kombucha) Overview We are building a lean, real-world distribution system for a kombucha beverage business using ERPNext. We need a developer who can: Customize ERPNext for route-based distribution Integrate WhatsApp ordering (via API) Build a simple, reliable daily ops system This is NOT a generic ERP project. This is a practical, operations-first system for managing ~30 outlets. Objective Create a system that: Lets outlets order via WhatsApp Automatically creates draft Sales Orders in ERPNext Supports route-based dispatch planning Tracks deliveries and collections Minimizes manual coordination Business Context Product: Kombucha (cold-chain, perishable beverage) Distribution: Self-distributed to ~50 cafes/stores Routes: Fixed (A/B/C days) Current pain points: Manual order taking Missed reorders No structured delivery tracking Scope of Work 1. ERPNext Customization Extend Customer (Outlet Profile) with: Route (Link) Reorder Frequency (days) Standard Order Quantity Last Delivery Date WhatsApp Number Credit Days 2. Custom Doctypes Create: A. Route Route name, delivery days, driver Child table: outlet stops with sequence B. Reorder Suggestion Date, route, outlet Suggested qty, approved qty, status C. Dispatch Plan Date, route, driver, status Child table: outlet, item, qty D. Delivery Log Outlet, delivered qty, payment collected Payment mode, notes Must be mobile-friendly 3. WhatsApp Integration Integrate WhatsApp API via: Twilio (preferred for MVP) OR Gupshup Features: Incoming webhook for messages Parse simple order formats: “24” “Same” “Mango 12 / Ginger 12” Map phone number → customer Auto-create Draft Sales Orders Send confirmation replies Handle invalid inputs 4. Outbound WhatsApp Automation Daily reminders to outlets: “Tomorrow is your delivery day. Reply with quantity or SAME.” 5. Reorder Suggestion Engine Scheduled script (daily) Generate suggestions based on: Last delivery date Reorder frequency 6. Dispatch Workflow Approve reorder suggestions Convert → Dispatch Plan Bulk create Delivery Notes 7. Delivery Execution Simple mobile-friendly Delivery Log form Capture: Delivered qty Payment collected Notes/issues 8. Payment Handling Link deliveries to invoices Record payments (or integrate with Payment Entry) 9. Dashboard Simple dashboard with: Bottles delivered Revenue Outstanding payments Route performance Tech Requirements ERPNext (v14 or v15) Frappe framework (Python) WhatsApp API (Twilio initially) Deployment on DigitalOcean server Deliverables Working custom ERPNext app (kombucha_distribution) WhatsApp webhook service (deployed) Setup + usage documentation One walkthrough/training session Required Test Cases You must demonstrate: “24” → creates correct Sales Order “Same” → repeats last order Reorder suggestions generate correctly Dispatch plan created from suggestions Delivery Log works on mobile Payment tracking works Timeline Total: 10–15 days ERP setup: 4–5 days WhatsApp integration: 4–5 days Testing + fixes: 3–5 days Non-Goals No mobile app No AI/ML No complex analytics No overengineering What We’re Looking For Strong experience with ERPNext/Frappe Experience with APIs/webhooks Ability to build simple, reliable systems Good communication and documentation To Apply Please include: Examples of ERPNext/Frappe work (links/screenshots) Experience with WhatsApp API integrations Brief approach to this project Estimated timeline Final Note This project prioritizes: Simplicity, reliability, and real-world usability over fancy features If you tend to overengineer, this is not the right fit.

Project ID: 40415020