Optimal Methods for Personalising ERPNext Modules – Seeking Advice

ERPNext User Forum
1

Hi everyone,

I’m currently working on setting up ERPNext for our organization and loving its modular structure. I’m exploring the best ways to personalise modules like Sales, HR, and CRM without risking issues during future updates or over-complicating the system.

A few questions I’m hoping the community can help with:

  1. Is it more efficient to use Custom Apps or just rely on Custom Fields and Client Scripts?
  2. How do you handle version updates when customizations are involved?
  3. Are there recommended tools or methods to track and document changes made to the system?
  4. Has anyone implemented user-specific dashboards or UI tweaks? If so, how cleanly was it done?

Also, I’m integrating reporting tools, and while exploring Power BI, I noticed a helpful Optimal Methods for Personalising ERPNext Modules: Seeking AdvicePower BI tutorial related to ERPNext. If anyone has combined ERPNext data with Power BI effectively, I’d love to hear how you approached that.

Thanks in advance! Any advice or real-world experiences would be highly appreciated.

Best,
diticey

2

Hi,

This depends on the level of customization you need. If you need to override some standard functionality of ERPNext, Custom App is the best approach. If you need to add a few extra fields to capture data, you can use customization form to achieve the same.

If you use customize form/client scripts option without custom app, upgrade to the next version is straight forward. System will handle the upgrade with customization without any issue.

In case you have opted for custom app route, you have to test your app with new version thoughly in test environment before updating in live system.

You can track all the changes by visitng Custom Fields Doctype

You may check the Frappe Insights: Open Source Data Analytics

Thanks,

Divyesh M.