Documentation

ERP AutoGen uses verified templates and rules to produce a dry-run plan. It is a reviewed ERPNext customization assistant, not an autonomous model-backed operator.

How ERPNext Integration Works

• Connect with temporary ERPNext credentials via `/api/method/login`.
• Generate a structured instruction set from your prompt, then inspect its actions and payloads.
• Connect only to a validated HTTPS ERPNext host.
• Explicitly approve the reviewed plan before executing through restricted ERPNext endpoints.
• Review execution results and keep audit-friendly step logs.

Security Considerations

• Use a dedicated temporary ERP user with minimum required permissions.
• Disable or rotate credentials after each generation session.
• Avoid using full-admin credentials for AI-assisted generation workflows.
• Run this platform behind HTTPS and secure environment configurations in production.

Prompt Writing Guide

• State the business objective and target DocType.
• Mention filters, date ranges, and chart/report format preferences.
• Specify workspace placement and visualization details if needed.