Share Images/files from App directly to ERPNext
One of my favorite features in ERPNext is how you can uplaod an image/file to attach to a specific Sales Order, Purchase Receipt, etc. I frequently snap photos with my smartphone and then upload to ERPNext using the dedicated iOS app. Today, I received a customer’s request for a product specification. The objective was to attach the image to a Sales Order I had already created.
Current workflow:
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In Whatsapp, tap the image.
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Tap the share button at the bottom left of the screen
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Tap Save
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Switch to ERPNext app (already logged in)
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Tap on Sales
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Tap on Sales Order
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Tap on the recently created Sales Order (inthis case, it was selected automatically)
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Tap on top left menu to show Frappe Framework commands (i.e. Attach +)
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Tap on Attach +
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Tap on Explore
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Tap on Photo Library
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Tap on “Camera Roll”
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Tap on the image
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Tap on attach
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Confirmation if successful or not shows on screen
DONE!
Desired Workflow
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In Whatsapp, tap the image.
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Tap the share button at the bottom left of the screen
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Tap “Share”
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Scroll to ERPNext icon
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On the ensuing screen,
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On the ensuing screen, have the ability to “search” for a specific item For example: SO-0001, after which results are shown and you TAP Select SO-0001
or -
Select a DocType, then have the most recent items pop up. For example:
Select scroll “Sales Order”
All Sales orders pop up below. You can select from here, or add filters. For example: Customer Name equals “John C. Example”
You should see only related Sales Orders. At this point, TAP Select SO-0001 -
Next screen you tap checkbox for selecting private or not,
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Tap Attach button
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Confirmation if successful or not shows on screen
DONE!
As you can see this Desired workflow is much shorter (Only 53%) than the current workflow for iOS, I don’t know if Android App is similar. If you do several of these each day, or in my case, someone sends me a file vía WhatsApp, this helps reduce the workflow considerably when attaching proof documents for each DocType transaction.
I would appreciate ideas and input! I am willing to sponsor this for the programmer who is in charge of updating the iOS app.