Suggestion/Feature to integrate CRM with ERPNext seamlessly.

[ajiragroup]

On the forum and elsewhere, users are constantly asking for tight integration between FCRM and ERPNext.

I have some suggestions. Before that, lets talk facts.

1. If I install FCRM and Erpnext, currently, there are two lead doctypes. One from ERPNext and another from FCRM.

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Suggestions:
Case 1: User only installs CRM

• It is fairy simple. Let everything as it is on FCRM. Only changes required would be removing current FCRM doctypes and use ERPNext's.

Case 2: User Installs both ERPNext only.

• To make tight integration, we need to modify ERPNext's crm alittle to match FCRM. Some doctypes need to be removed, like Prospect, Opportunity, etc. The CRM flow should match FCRM's. If removing these doctypes is not in the roadmap, or if this is not what Frappe wants, then we can atleast add Deals Doctype in ERPNext CRM. And we have to make sure by the workflow that only a deal can be converted into Customer.

• This step is necessary to for integration. It might be called: Preparing for FCRM installation.

• If user never installs FCRM, its okay.

• If user installs FCRM then lets see Case 3.

Case 3: User installs ERPNext and then FCRM

• ERPNext will already have required doctypes for FRCM (from Case 2)

• Program FCRM to use ERPnext's CRM doctypes. Changes made in one app will be reflected in another. Just like the way Contact doctype is handled currently.

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If user installs FCRM only: all required doctypes must be installed.
If user installs FRCM on top of ERPNext, installer must check if ERPnext is present and if yes, setup FCRM to use ERPnext's Lead, Deal, etc.