ERPNext Prerequisites
Prepare your ERPNext instance before connecting to TaprNext.
Version Requirements
Section titled “Version Requirements”| Component | Minimum Version | Recommended |
|---|---|---|
| ERPNext | v14.0 | v15.x |
| Frappe | v14.0 | v15.x |
Required Modules
Section titled “Required Modules”Ensure these ERPNext modules are installed:
- Accounts (core)
- Buying (Purchase Invoices)
- Stock (optional, for GRN matching)
API User Setup
Section titled “API User Setup”Create Dedicated User
Section titled “Create Dedicated User”- Go to ERPNext > Users
- Create new user:
taprnext-api@yourcompany.com - Set strong password
- Enable API access
Required Roles
Section titled “Required Roles”| Role | Purpose |
|---|---|
| Accounts User | Create Purchase Invoices |
| Purchase User | Access suppliers, POs |
| System Manager | API access (or use API Access role) |
Generate API Keys
Section titled “Generate API Keys”- Open API user profile
- Click API Access
- Generate API Key and Secret
- Copy both immediately
Important: The API Secret displays only once—save it immediately upon generation.
Network Requirements
Section titled “Network Requirements”TaprNext requires connectivity to your ERPNext instance:
| Requirement | Details |
|---|---|
| HTTPS | SSL certificate required |
| Port | 443 (or custom) |
| Firewall | Allow TaprNext IPs |
| URL | Publicly accessible or VPN |
Firewall Rules
Section titled “Firewall Rules”If using IP allowlist, contact support@tapr.ch for the current list of TaprNext IP addresses.
Pre-Configuration Checklist
Section titled “Pre-Configuration Checklist”- ☐ ERPNext v14+ installed
- ☐ Accounts module active
- ☐ API user created
- ☐ Roles assigned
- ☐ API keys generated
- ☐ HTTPS enabled
- ☐ Firewall configured