Integration · ERPNext

Tidal and ERPNext: quotes and supplier invoices without retyping

Keep ERPNext for stock, buying and accounts. Tidal does the typing that happens before it: RFQs become priced quotes, supplier invoices become checked bills, and both land in ERPNext once a person approves.

Try it on your documents See how it works

No change to your ERPNext set up. Connected through its API or an import file.

The short answer: yes, Tidal works with ERPNext. ERPNext (built on the Frappe framework) is an open source ERP that many ship chandlers and marine suppliers run for stock, buying, selling and accounts. Tidal sits in front of it: it reads RFQs and supplier invoices, prices and checks every line, and after a person approves, creates the Sales Order or Purchase Invoice in ERPNext with your own item, customer, supplier and tax codes. Works the same way on Frappe Cloud and on a self hosted ERPNext.

What goes where

What Tidal creates in ERPNext

Two documents, each with the codes ERPNext already uses.

In TidalIn ERPNextWhen
Approved quoteSales OrderWhen your customer accepts the quote
Approved supplier invoicePurchase InvoiceWhen a person approves it on the review screen
Catalogue productMatched to the Item codeLoaded once from your item list, then kept current
Customer and supplierMatched to the Customer and SupplierMapped once during set up
How it connects

Two ways to connect ERPNext

Pick the one your team and your IT partner are comfortable with. You can start with files and move to the API later.

Through the API

Tidal connects through ERPNext’s REST API, which creates documents such as Sales Order and Purchase Invoice directly.

  • Documents appear in ERPNext as soon as they are approved
  • Needs one API user with permission to create those documents
  • No files to move by hand

Through an import file

Tidal produces a CSV or Excel file laid out for ERPNext’s Data Import tool.

  • Your team imports in batches, for example once a day
  • No API access needed
  • Good for a first trial or a locked down set up
Modules

What you can connect to ERPNext

Each module is sold on its own.

Tidal quote priced line by line before it goes to ERPNext

Quote Desk

RFQs read in any buyer layout, every line priced from your catalogue and supplier prices, and the approved quote sent to ERPNext as a Sales Order.

See Quote Desk →
Supplier invoice read by Tidal before it goes to ERPNext

Invoice Capture

Supplier invoices sent as a photo or PDF are read line by line, checked, approved by a person and created in ERPNext as a Purchase Invoice.

See Invoice Capture →

Screenshots are from the live system at a Trinidad marine supplier. Customer and supplier details are blurred.

How we start

From first call to live on ERPNext

  1. A 30 minute callYour ERPNext set up, how RFQs and invoices reach you, and your monthly volume.
  2. A trial on your documentsSend us a few recent RFQs or supplier invoices. We show you the result beside what your team produced.
  3. ConnectWe load your catalogue from ERPNext, map customers, suppliers and tax codes, and choose API or file.
  4. Side by side, then switchRun Tidal next to your current process until you trust it, then switch over.
FAQ

Tidal and ERPNext, answered

Does Tidal integrate with ERPNext?
Yes. Tidal sends approved quotes to ERPNext as Sales Orders and approved supplier invoices as Purchase Invoices. It connects through ERPNext’s REST API, which creates documents such as Sales Order and Purchase Invoice directly, or produces a CSV or Excel file laid out for ERPNext’s Data Import tool if you prefer to import in batches.
Do we have to change how we use ERPNext?
No. Stock, purchasing, invoicing and accounts stay in ERPNext exactly as today. Tidal only replaces the retyping of RFQ lines and supplier invoices.
How do Tidal items match our ERPNext items?
Tidal’s catalogue stores your ERPNext Item code beside each product, so every quote line and invoice line is sent with the code ERPNext already knows. The same goes for your Customer and Supplier records and tax codes.
Does anything post to our ERP without a person checking it?
No. A person approves each quote and each supplier invoice in Tidal first. Only approved documents are sent to ERPNext.
Does it work with Frappe Cloud and self hosted ERPNext?
Yes. The connection uses ERPNext’s own REST API or its Data Import tool, which are the same on Frappe Cloud and on a server you run yourself. We need an API user with permission to create the documents you want Tidal to send.
Can we start with only one module?
Yes. Quote Desk and Invoice Capture are sold separately, and each connects to ERPNext on its own.
How long does set up take?
It depends on how clean your item list and supplier price lists are. We start with a trial on your own documents, then load your catalogue and connect ERPNext, and you run both side by side until you trust the results.

See your own documents land in ERPNext

Send us a few recent RFQs or supplier invoices and we will show you what Tidal would create in ERPNext.

Book a 30 minute call
Related

Keep researching

All integrationsEvery ERP Tidal connects to. Tidal and AcumaticaQuotes and supplier invoices into Acumatica. Tidal and OdooQuotes and supplier invoices into Odoo. Tidal and SAP Business OneQuotes and supplier invoices into SAP Business One. Quote DeskRFQ to priced quote.

Free trial on your documents

Send us a few documents, see them in ERPNext

Leave your work email and company. We will reply within one business day to arrange a short call and a trial on your own RFQs or invoices.

  • ✓ Works with the ERPNext you already run
  • ✓ A trial on your own documents first
  • ✓ No spam, a reply within one business day
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