ERPNext v15 Complete Suit 37 Skills

ERPNext v15 Complete 37-Skill AI Agent Suite

18 Operational Skills + 18 Guided Tutorials + 1 Master Orchestrator

Version 2.3.0 | ERPNext v15 / Frappe v15 | By Orphic Studio

Overview

Turn your compatible AI coding agent into a structured ERPNext v15 assistant for workflow diagnostics, implementation planning, cross-module coordination, troubleshooting, and guided employee training.

The ERPNext v15 Complete 37-Skill Suite is a commercially licensed collection of 37 specialized AI agent skills designed for the ERPNext and Frappe ecosystem.

Unlike generic ERPNext prompts, this suite provides domain-specific instructions, structured validation workflows, metadata-aware diagnostics, reusable response templates, evaluation scenarios, and explicit human-approval safeguards.

It is designed for ERPNext administrators, implementers, consultants, developers, business analysts, and organizations using ERPNext v15.

What's Included

18 Operational ERPNext Skills

1. Accounting & Finance — Invoices, Payment Entries, Journal Entries, General Ledger reconciliation, taxation, and fiscal controls.
2. Assets — Fixed assets, capitalization, depreciation, asset movements, and disposal.
3. Customization & Build — Custom Fields, Property Setters, Scripts, Workflows, Print Formats, and DocType configurations.
4. Buying & Procurement — Material Requests, supplier quotations, purchase orders, purchase receipts, and three-way matching.
5. CRM — Lead qualification, Opportunity conversion, duplicate prevention, and CRM permissions.
6. Payment & Commerce Connectors — Payment gateways, Shopify, WooCommerce, and integration request diagnostics.
7. Workspaces & Dashboards — Workspace configuration, Number Cards, Dashboard Charts, KPI filters, and visibility.
8. API & Webhook Integrations — REST APIs, RPC, OAuth, authentication, webhooks, and payload validation.
9. Manufacturing — BOMs, Production Plans, Work Orders, Job Cards, and production stock movements.
10. Projects — Tasks, dependencies, Timesheets, activity rates, and project billing.
11. Quality Management — Quality Inspections, templates, acceptance checks, and corrective-action workflows.
12. Selling — Quotations, Sales Orders, Delivery Notes, pricing, credit limits, and invoicing handoffs.
13. Settings & Governance — Company configuration, global defaults, naming series, and module settings.
14. Stock & Inventory — Items, warehouses, stock availability, Stock Entries, reconciliation, and serial/batch validation.
15. Support & Maintenance — Issues, SLA tracking, warranty claims, and maintenance schedules.
16. Productivity Tools — Assignments, ToDos, events, notes, communication, and notifications.
17. Users & Permissions — Users, Roles, DocPerm, User Permissions, document sharing, and access-control reviews.
18. Website & Portal — Web Pages, Website Items, Blog Posts, Web Forms, and customer/supplier portal permissions.

18 Guided Tutorial Skills

Each operational domain has a corresponding educational skill.

The tutorials provide:

• Step-by-step ERPNext v15 learning workflows.
• Structured explanations and guided exercises.
• Strictly fictional company and transaction data.
• Troubleshooting scenarios.
• Three-question diagnostic assessments.
• Learning checkpoints and practical next steps.

Important: Tutorials do not retrieve real customer records, transaction amounts, or production data for training examples.

1 Master Cross-Module Orchestrator

The erpnext-master-orchestrator coordinates complex workflows spanning multiple ERPNext modules.

Supported cross-module workflow patterns include:

• Lead-to-Cash: CRM → Selling → Stock → Accounting.
• Procure-to-Pay: Procurement, quality, inventory, and supplier payment workflows.
• Plan-to-Produce: Sales demand, production planning, purchasing, manufacturing, and stock movements.
• Project-to-Billing: Project execution, timesheets, and financial billing.
• Period-Close: Accounting reconciliation and financial closing checks.

The orchestrator uses a top-down Directed Acyclic Graph (DAG) to define ordered module handoffs, validation checkpoints, and approval gates.

Circular routing protection: Domain skills must never route recursively back to the master orchestrator.

Key Capabilities

1. Metadata-Aware Diagnostics

Inspect or plan verification of:

• Installed ERPNext and Frappe applications.
• ERPNext and Frappe versions.
• Active DocTypes and customizations.
• Custom Fields and Property Setters.
• Role permissions and User Permissions.
• Workflow configurations and business rules.
• Document relationships and validation requirements.

Note: Findings about live systems require access to actual tenant data through separately authorized tools.

2. Cross-Module Workflow Planning

• Analyze upstream and downstream document dependencies.
• Identify potential handoff blockers.
• Validate prerequisite documents.
• Prepare staged execution plans.
• Define approval checkpoints.
• Document risks and recovery procedures.

3. Human-Controlled Operations

Operational skills are read-only by default.

Any proposed record modification, submission, cancellation, ledger-affecting action, or permission change requires:

1. Verification of the affected records.
2. Validation of the current system state.
3. Appropriate ERPNext user permissions.
4. Explicit human approval.
5. Confirmation of execution results when connected tools are available.

4. Version-Specific ERPNext Knowledge

Includes ERPNext v15-focused checks involving:

• Serial and Batch Bundles.
• Linked master records.
• Mandatory custom fields.
• CRM duplication settings.
• Accounting validation constraints.
• Stock and warehouse validation requirements.
• Document lifecycle and submission rules.

5. Guided Training & Employee Onboarding

Use dedicated tutorial skills for:

• ERPNext employee onboarding.
• Functional module education.
• Fictional business practice.
• Structured troubleshooting exercises.
• Knowledge assessments.
• Step-by-step workflow explanations.

How It Works

Step 1 — Install the Skills

Install the package in a compatible AI agent environment that supports the SKILL.md format.

Step 2 — Describe Your Task

Ask the agent about an ERPNext issue, business workflow, implementation task, troubleshooting scenario, or training objective.

Step 3 — Select the Appropriate Skill

The relevant operational skill or master orchestrator identifies the required domain checks and workflow dependencies.

Step 4 — Verify Environment Context

When an authorized ERPNext connection is available, verify:

• Installed versions.
• Relevant DocTypes.
• Custom Fields and Property Setters.
• User permissions.
• Business configuration.
• Existing document states.

Step 5 — Review Findings

Receive structured diagnostics, identified dependencies, potential risks, and recommended next steps.

Step 6 — Approve Operational Changes

Review and explicitly approve individual operational changes before authorized execution.

Step 7 — Learn and Train

Use the dedicated tutorial skills for fictional demonstrations, guided exercises, and employee training.

No live connection? The suite can still provide instructional guidance, diagnostic plans, implementation recommendations, and fictional demonstrations.

Who Is This Suite For?

ERPNext Administrators

Review configurations, user permissions, workflows, and potential system issues.

ERPNext Consultants & Implementers

Prepare implementation plans, troubleshoot configurations, and analyze cross-module business processes.

ERPNext Developers

Investigate customizations, DocType behavior, API integrations, workflow dependencies, and validation requirements.

Finance & Operations Teams

Understand accounting, procurement, inventory, manufacturing, and operational document workflows.

Business Analysts & Project Managers

Analyze business processes, document requirements, and identify workflow dependencies.

ERPNext Beginners & Training Teams

Learn ERPNext through guided tutorials, fictional scenarios, and structured assessments.

Requirements & Compatibility

• Target Environment: ERPNext v15 / Frappe v15.
• Agent Format: SKILL.md-based AI agent skills.
• Live ERPNext Access: Requires separately configured and authenticated API, CLI, or MCP tools.
• Required Permissions: Depend on the requested ERPNext operation.
• Customized Environments: Must be verified against actual installed applications, DocTypes, custom fields, and permissions.

Compatibility with other ERPNext major versions is not guaranteed.

Security & Safety

The suite follows a safety-focused workflow model:

• Read-only by default.
• Explicit per-record human approval for operational writes.
• No autonomous bulk submissions or conversions.
• No unauthorized permission escalation.
• No fabricated live inspection results.
• No direct manipulation of General Ledger or Stock Ledger entries to bypass ERPNext workflows.
• Documented recovery planning for partial failures.
• Authorized cancellation or amendment procedures when applicable.
• Strictly fictional data for tutorial examples.

Important Limitations

This product provides:

• AI agent skill definitions.
• Structured instructions.
• Domain reference documentation.
• Workflow templates.
• Diagnostic procedures.
• Evaluation scenarios.
• Response templates.
• Cross-module orchestration guidance.

This product does not include:

• A hosted ERPNext service.
• ERPNext installation or hosting.
• Preconfigured API credentials.
• Automatic ERPNext server access.
• A built-in MCP server.
• A ready-to-use live integration.
• Guaranteed compatibility with every customized ERPNext environment.
• Unrestricted authorization to modify production records.

Important: Practical capabilities depend on the connected AI agent, available tools, tenant configuration, and effective user permissions.

Free Trial Available

Want to evaluate the skill architecture before purchasing?

Orphic Studio also offers the ERPNext v15 CRM Free Trial Pack.

Free Trial Includes

1. erpnext-crm — CRM operational diagnostics and workflow guidance.
2. tutorial-erpnext-crm — Guided CRM training and fictional practice scenarios.

Free Trial vs. Complete Suite

The free trial is limited by skill coverage, not by an expiration period.

Product Information

• Product: ERPNext v15 Complete 37-Skill AI Agent Suite
• Publisher: Orphic Studio
• Edition: Complete / Paid
• Version: 2.3.0
• Total Skills: 37
• Operational Skills: 18
• Tutorial Skills: 18
• Master Orchestrator: 1
• Target: ERPNext v15 / Frappe v15
• License: Proprietary Commercial License

Licensing

License rights depend on the purchased tier.

The available licensing structure distinguishes between internal organizational use and commercial consultant or agency use.

Redistribution, resale, sublicensing, and public sharing of the source skill files are prohibited unless separately authorized under the applicable license terms.

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