Digitial Signature

ERPNext Digital Signature Integration

Digitally sign Sales Orders, Sales Invoices, Purchase Orders and Purchase Invoices using a visible PFX certificate signature.

⚠️ Problem Statement

In many ERPNext implementations, signing documents like Sales Orders, Sales Invoices, Purchase Orders and Purchase Invoices digitally is a manual, multi-step process:

Download PDF from ERPNext manually
Open the document in a third-party tool like Adobe Acrobat, eSigner, or DSC software
Apply digital signature using USB token or PFX file
Save and re-upload the signed PDF back into ERPNext

This process is:

Time-consuming and inefficient
Prone to human error
Not auditable or tracked within the ERP system
Not scalable for organizations with high document volume

✅ Our Solution

This app eliminates that problem by enabling automated and visible digital signatures inside ERPNext:

One-click digital signing using `.pfx` file
Signature placement via coordinate selection
Signed PDF automatically replaces the original and is attached to the document
Full signing process is tracked inside ERPNext

What is a PFX File?

A PFX file (also called PKCS#12 file) is a binary file format used to store a certificate (public key) along with its private key and optionally a chain of trusted certificates. It's commonly used to import and export certificates and private keys securely. Full form: Personal Information Exchange Purpose: Securely bundle private key and certificate(s) in one file Use cases: SSL/TLS certificates, code signing, email encryption, and digital signatures.

How to Obtain a PFX File?

- From a Certificate Authority (CA):
When you purchase an SSL certificate or a digital signing certificate, the CA usually provides a .pfx file after you complete the validation process.
Intended usage PFX: Sign transaction, Sign document, Client Authentication, 1.3.6.1.4.1.311.10.3.12, 1.3.6.1.4.1.311.20.2.2, Acrobat Authentic Documents.

🔧 Features

Digitally sign submitted Sales Order, Sales Invoices, Purchase Order, and Purchase Invoice using your `.pfx` certificate
Choose the exact signature position by clicking on a PDF preview
Automatically attaches the signed PDF to the respective Sales Order, Sales Invoices, Purchase Order, and Purchase Invoice.
Supports visible signatures on any page
Secure password input for PFX files
Intended usage PFX: Sign transaction, Sign document, Client Authentication, 1.3.6.1.4.1.311.10.3.12, 1.3.6.1.4.1.311.20.2.2, Acrobat Authentic Documents etc.

✅ Version Compatibility

ERPNext Version	Frappe Version	Compatibility
v14.x	v14.x	✅ Fully Compatible
v15.x	v15.x	✅ Fully Compatible

⚙️ Setup Instructions

🔧 Document Sign Setting Configuration

To use digital signing, configure the Document Sign Setting in ERPNext:

Go to "Document Sign Setting" via the awesome bar
Fill in the following fields:

Field	Description
✅ PFX File Use	Enable this if you're using a `.pfx` file for signing
PFX File	Upload your `.pfx` certificate file (stored in `private/files/`)
DSC Password	Password for your `.pfx` file
Sign Address	Your signing location (e.g., Pune Maharashtra, India)
URL	The server URL that signs the PDF (e.g., `https://your-site.frappe.cloud/app`)
Location	Coordinates for signature in format `(x1, y1, x2, y2)` Example: `(345, 50, 545, 100)`

🔍 Signature Placement Preview

Sample Signature on Sales Invoice

Sample Signature validity on Sales Invoice

Digital Signature: How It Works - Demo

Shift Allocation From Excel

To provide HR managers a convenient way to assign employee shifts in bulk through an Excel template with validations, upload capability, holiday list integration, and employee limits.

⚠️ Problem Statement

Managing shift allocations for a large number of employees in ERPNext is time-consuming and error-prone when done manually. HR teams face challenges such as:

Bulk Assignment Difficulty – No built-in feature to assign shifts to multiple employees across date ranges efficiently.
Missing Holiday Lists – Errors occur if employees do not have an assigned holiday list, leading to incorrect scheduling.
Manual Data Entry – Daily shift entries in the system require repetitive manual effort.
Limited Upload Interface – No user-friendly interface to upload pre-defined shift schedules via Excel.

This process is:

Time-consuming and inefficient
Prone to human error
Not scalable for organizations with high document volume

✅ Our Solution

To address the limitations in ERPNext’s standard shift assignment workflow, we developed a custom Shift Allocation Tool with the following capabilities:

HR users can download a pre-formatted Excel template with employee and date columns.
Shifts can be selected from drop-downs per day using data validation.
Dynamically fetches active employees based on filters (department, designation, etc.). using Get Employee Button
Supports up to 50 employees per upload to ensure optimal performance.
All shift assignments are stored with timestamps and can be tracked per employee for audit purposes.

🔧 Features

1. Excel Template Generation Automated

Dynamic creation based on selected date range
Includes Employee ID, Name, and daily shift columns
Drop-downs using data validation for valid shifts
Weekday names displayed above dates

2. Get Employees Button Interactive

Fetches active employees with optional filters (Department, Branch, etc.)
Auto-populates employee list in the tool
Max 50 employees per batch for performance optimization

3. Excel Upload & Shift Assignment Bulk Upload

Upload Excel with predefined structure
Parses shift data per employee and date
Performs validation before saving

4. Weekly Off & Holiday List Integration Smart

Checks for missing holiday list per employee
Adds default weekly offs if required (e.g., Sundays)
Prevents shift allocation on holiday dates

✅ Version Compatibility

ERPNext Version	Frappe Version	Compatibility
v15.x	v15.x	✅ Fully Compatible

🔍 Excel Preview

Professional Tax Calculation State Wise

This app enables automated Professional Tax calculation in Salary Slip based on custom formulas defined at the state level.

⚠️ Problem Statement

Manual Setup: ERPNext’s default payroll requires Professional Tax to be added manually in each Salary Structure. There is no built-in calculation logic tied to state-specific rules.
Error-Prone: Hand-entering tax slabs or amounts is very error-prone. A misplaced figure or outdated slab can lead to incorrect deductions. Even small payroll errors can have significant financial consequences.
Compliance Risk: Every state has its own PT schedule (e.g., Maharashtra’s monthly slabs), and these rates change periodically. Failing to update a slab table or formula can result in non-compliance and penalties. Keeping multiple rate tables in sync manually is difficult and risky.
State Variability: ERPNext’s standard payroll does not easily support multiple state-level rules. Out-of-the-box, each state or region would need separate salary structures or custom scripting to account for its PT calculations, making maintenance cumbersome.

✅ Our Solution

Introduce a custom “State” doctype with a child table to define per-state, slab-based PT formulas.
Add a “State (PT)” link field on Employee so each employee is tied to their state’s formula table.
On Salary Slip validation, automatically evaluate the appropriate PT formula (using safe_eval) and insert the “Professional Tax” deduction.
Maintain all PT rules in the ERPNext UI—no code changes needed when state rates change.

🔧 Features

State-wise PT Configuration: Define dynamic tax slabs per state using Python-style formulas in a custom “State” doctype.
Employee-State Linking: Automatically associate each employee with their state’s PT rules via a custom State field on the Employee doctype.
Auto Tax Deduction: On Salary Slip creation (manual or via Payroll Entry), the app calculates and injects the correct “Professional Tax” deduction line.
Safe Formula Evaluation: Uses Frappe’s safe_eval to securely evaluate any valid slab or conditional expression.
Fully Configurable from UI: Update or add new PT formulas through the ERPNext interface—no code changes required.
Standalone & Lightweight: No dependency on India Compliance or other external apps—simply install and configure.

✅ Version Compatibility

ERPNext Version	Frappe Version	Compatibility
v14.x	v14.x	✅ Fully Compatible
v15.x	v15.x	✅ Fully Compatible

⚙️ Setup Instructions

To use Professional Tax, configure the State, Formula Component wise, Employe master have field State in ERPNext:

Define State & Formula Go to State and create a new record (e.g., “Maharashtra”).
In the Formula child table, add a row for each PT slab: Component: “Professional Tax”
Formula: 0 if gross_pay <= 7500 else (175 if gross_pay <= 10000 else (200 if getdate(start_date).month != 2 else 300))
Submit the State record (only submitted states appear for employees).
Assign State to Employee Open an Employee record.
In the State (PT) link field, select a submitted State (e.g., “Maharashtra”).
Automatic PT Calculation on Salary-Slip via Payroll or Manually.

Sample Salary slip

Sample Employee

Sample State