DLITS Custom App

A comprehensive ERPNext custom app for advanced pricing rules and sales partner commission management.

Features

🏷️ Advanced Pricing Rules (Pricing Rule Dlits)

• 4 Base Price Types: Price List Rate, Valuation Rate, Selling Rate, Item Rate
• Flexible Discount Options: Percentage and amount-based discounts
• Smart Validation: Automatic validation based on price type selection
• Item Rate Support: Direct item rate pricing without discount calculations
• Production-Ready Logging: Clean console logging for pricing rule applications

🤝 Sales Partner Management

• Automatic Supplier Linking: Auto-create suppliers for sales partners
• Commission Tracking: Built-in commission management
• Custom Fields: Enhanced sales partner profiles with supplier integration

📊 Comprehensive Reporting

• Pricing Rules Analysis: Interactive report with filtering and export capabilities
• DLITS Sales Partner Commission Report: Detailed commission tracking and payment management

🏢 Integrated Workspace

• DLITS Custom Workspace: Centralized access to all features
• Quick Shortcuts: Easy navigation to key functions
• User-Friendly Interface: Organized layout for efficient workflow

Installation

Prerequisites

• ERPNext v13+ or v14+
• Frappe Framework
• Administrator access to ERPNext site

Quick Installation

1. Navigate to your Frappe bench directory:

   cd /path/to/your/frappe-bench

2. Get the app:

   bench get-app https://github.com/your-repo/dlitscustom

3. Install on your site:

   bench --site your-site-name install-app dlitscustom

4. Restart and migrate:

   bench restart
   bench --site your-site-name migrate

Manual Installation

If you have the app files locally:

1. Copy app to apps directory:

   cp -r dlitscustom /path/to/frappe-bench/apps/

2. Install the app:

   cd /path/to/frappe-bench
   bench --site your-site-name install-app dlitscustom

3. Complete setup:

   bench restart
   bench --site your-site-name migrate

Post-Installation Setup

1. Verify Installation

After installation, check that the following components are available:

• Workspace: Navigate to "DLITS Custom" workspace
• DocType: Access "Pricing Rule Dlits" from the workspace
• Reports: Check "Pricing Rules Analysis" and "DLITS Sales Partner Commission Report"
• Custom Fields: Verify Sales Partner has "Supplier" and "Auto Create Supplier" fields

2. Initial Configuration

Sales Partner Setup

1. Go to Sales Partner list
2. Create or edit existing sales partners
3. Enable "Auto Create Supplier" for automatic supplier creation
4. Link existing suppliers if needed

Pricing Rules Setup

1. Navigate to Pricing Rule Dlits from the workspace
2. Create your first pricing rule:
   • Select appropriate Base Price Type
   • Configure Apply On (Item Code, Item Group, Brand)
   • Set Discount Percentage or Discount Amount
   • For Item Rate type, no discount configuration needed

3. Testing the Setup

Test Pricing Rules

1. Create a test Pricing Rule Dlits
2. Create a Sales Order with matching items
3. Verify pricing calculations in the console log
4. Check that the correct pricing rule is applied

Test Sales Partner Integration

1. Create a Sales Partner with auto-create supplier enabled
2. Verify supplier is created automatically
3. Test commission calculations in sales transactions

Usage Guide

Creating Pricing Rules

1. Access Pricing Rule Dlits:

   • From DLITS Custom workspace → Pricing Rule Dlits
   • Or search "Pricing Rule Dlits" in the awesome bar

2. Configure Base Price Type:

   • Price List Rate: Uses item's price list rate
   • Valuation Rate: Uses item's valuation rate
   • Selling Rate: Uses item's selling rate
   • Item Rate: Uses direct item rate (no discount needed)

3. Set Application Criteria:

   • Choose Apply On: Item Code, Item Group, or Brand
   • Select specific items/groups/brands
   • Set date ranges if needed

4. Configure Discounts:

   • For Price List/Valuation/Selling Rate: Set discount percentage or amount
   • For Item Rate: No discount configuration required

Managing Sales Partners

1. Create Sales Partner:

   • Go to Sales Partner list
   • Create new partner
   • Enable "Auto Create Supplier" for automatic supplier linking

2. Commission Management:

   • Use DLITS Sales Partner Commission Report
   • Track commissions across sales transactions
   • Generate payment entries for commissions

Using Reports

Pricing Rules Analysis

• Access: DLITS Custom workspace → Reports section
• Features: Filter by date, item, customer
• Export: Excel, PDF, CSV formats available

DLITS Sales Partner Commission Report

• Access: DLITS Custom workspace → Reports section
• Features: Commission calculations, payment tracking
• Actions: Generate payment entries directly from report

Troubleshooting

Common Issues

1. Workspace Not Visible

# Clear cache and restart
bench --site your-site-name clear-cache
bench restart

2. Custom Fields Missing

# Reinstall custom fields
bench --site your-site-name console
>>> from dlitscustom.fixtures.custom_fields import create_sales_partner_custom_fields
>>> create_sales_partner_custom_fields()

3. Pricing Rules Not Working

• Check console logs for pricing rule application messages
• Verify pricing rule criteria match your items
• Ensure pricing rule is enabled and within date range

4. Permission Issues

• Ensure user has appropriate roles
• Check DocType permissions for Pricing Rule Dlits
• Verify workspace permissions

Debug Mode

Enable debug logging for detailed troubleshooting:

# In ERPNext console
import frappe
frappe.conf.developer_mode = 1
frappe.conf.log_level = "DEBUG"

Upgrading

Standard Upgrade

cd /path/to/frappe-bench
bench update --app dlitscustom
bench --site your-site-name migrate
bench restart

Manual Migration

bench --site your-site-name console
>>> from dlitscustom.migrate import execute
>>> execute()

Uninstallation

Clean Uninstall

# Uninstall the app
bench --site your-site-name uninstall-app dlitscustom

# Remove app files (optional)
rm -rf apps/dlitscustom

Manual Cleanup

If automatic uninstall fails:

bench --site your-site-name console
>>> from dlitscustom.uninstall import before_uninstall
>>> before_uninstall()

Development

File Structure

dlitscustom/
├── dlitscustom/
│   ├── doctype/
│   │   └── pricing_rule_dlits/
│   ├── fixtures/
│   │   └── custom_fields.py
│   ├── report/
│   │   ├── pricing_rules_analysis/
│   │   └── sales_partner_commission_report/
│   ├── utils/
│   │   └── get_pricing_rule_dlits.py
│   ├── install.py
│   ├── uninstall.py
│   └── migrate.py
├── hooks.py
└── README.md

Key Files

• hooks.py: App configuration and event hooks
• install.py: Installation scripts and setup
• uninstall.py: Clean removal scripts
• migrate.py: Version upgrade scripts
• get_pricing_rule_dlits.py: Core pricing calculation logic

Contributing

1. Fork the repository
2. Create feature branch
3. Make changes with proper testing
4. Submit pull request

Support

Documentation

• ERPNext Documentation: https://docs.erpnext.com
• Frappe Framework: https://frappeframework.com/docs

Issues

• Report bugs and feature requests through GitHub issues
• Include ERPNext version, error logs, and reproduction steps

Community

• ERPNext Community Forum
• Frappe Discord Server

License

This app is licensed under the MIT License. See LICENSE file for details.

Changelog

Version 1.0.0

• Initial release
• Pricing Rule Dlits with 4 base price types
• Sales Partner supplier integration
• Comprehensive workspace and reports
• Production-ready installation scripts

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