{"id":552961,"date":"2026-08-10T12:04:33","date_gmt":"2026-08-10T12:04:33","guid":{"rendered":"https:\/\/webkul.com\/blog\/?p=552961"},"modified":"2026-08-10T13:18:53","modified_gmt":"2026-08-10T13:18:53","slug":"erpnext-website-file-upload-user-guide","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/erpnext-website-file-upload-user-guide\/","title":{"rendered":"User Guide for ERPNext Website File Upload"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\"><strong>Introduction<\/strong><\/h2>\n\n\n\n<p><a href=\"https:\/\/store.webkul.com\/erpnext-website-file-upload.html\" target=\"_blank\" rel=\"noreferrer noopener\">ERPNext Website File Upload<\/a> allows customers to upload files from the website cart before placing an order. <\/p>\n\n\n\n<p>The uploaded files stay linked to the checkout session and are automatically attached to the related Sales Order after checkout.<\/p>\n\n\n\n<p>You can purchase ERPNext Website File Upload from the Webkul Store. <\/p>\n\n\n\n<p>The module helps businesses collect customer files during checkout instead of requesting them later through email or other platforms.<\/p>\n\n\n\n<p>Many businesses require design files, documents, images, or reference files before processing an order. <\/p>\n\n\n\n<p>ERPNext Website File Upload simplifies this process by collecting the required files during checkout and storing them securely as private Frappe File records.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Prerequisites for using ERPNext Website File Upload<\/strong><\/h2>\n\n\n\n<p>ERPNext Website File Upload works in conjunction with the following modules:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/github.com\/frappe\/webshop\" target=\"_blank\" rel=\"noreferrer noopener\">Webshop<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/github.com\/frappe\/payments\" target=\"_blank\" rel=\"noreferrer noopener\">Payments<\/a><\/li>\n<\/ul>\n\n\n\n<p>You must install the above-mentioned modules to use <strong>ERPNext Website File Upload<\/strong>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Feature<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Upload files from the website cart page.<\/li>\n\n\n\n<li>Upload multiple files during checkout.<\/li>\n\n\n\n<li>Attach uploaded files to the related Sales Order.<\/li>\n\n\n\n<li>Store uploaded files as private Frappe File records.<\/li>\n\n\n\n<li>Configure upload limits and allowed file types.<\/li>\n\n\n\n<li>Manage temporary uploaded files before order creation.<\/li>\n\n\n\n<li>Delete expired and abandoned uploads automatically.<\/li>\n\n\n\n<li>Access upload settings from the Website dashboard.<\/li>\n\n\n\n<li>Validate uploaded files based on configured rules.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Installation<\/strong><\/h2>\n\n\n\n<p>1. After purchasing the app from Webkul Store, you will receive a link to download the module ZIP file.<\/p>\n\n\n\n<p>2. Extract the ZIP file. You will see a folder named &#8216;erpnext_website_file_upload&#8217;.<\/p>\n\n\n\n<p>3. Set up the module in your git repository, then fetch it using:<\/p>\n\n\n\n<pre class=\"EnlighterJSRAW\">bench get-app --branch main \nhttps:&#047;&#047;github.com\/your-org\/erpnext_website_file_upload<\/pre>\n\n\n\n<p><strong>(Replace \u201cmain\u201d with your branch name and replace the \u201cHTTPS URL\u201d with your HTTPS clone URL.)<\/strong><\/p>\n\n\n\n<p>4. Install the app on your site:<\/p>\n\n\n\n<pre class=\"EnlighterJSRAW\">bench --site &lt;your-site-name&gt; install-app erpnext_website_file_upload<\/pre>\n\n\n\n<p>5. Run bench migrate to complete the setup.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Workflow<\/strong><\/h2>\n\n\n\n<p><strong>1.<\/strong> First, open the ERPNext backend and click <strong>Website<\/strong>. Then, select <strong>Website File Upload Settings<\/strong> to configure the module. Here, you can manage all website file upload settings from one place.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"943\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/erpnext-website-dashboard-1200x943.webp\" alt=\"erpnext-website-dashboard\" class=\"wp-image-552983\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/erpnext-website-dashboard-1200x943.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/erpnext-website-dashboard-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/erpnext-website-dashboard-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/erpnext-website-dashboard-768x603.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/erpnext-website-dashboard-1536x1207.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/erpnext-website-dashboard-2048x1609.webp 2048w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p><strong>2.<\/strong> Next, the <strong>Website File Upload Settings<\/strong> page will open. <\/p>\n\n\n\n<p>Here, you can enable or disable file uploads, define the maximum upload quantity, set the maximum file size, choose the allowed file types, and configure the temporary file expiry time.<\/p>\n\n\n\n<p>After making the required changes, click <strong>Save<\/strong> to apply the configuration.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"943\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/website-file-upload-settings-1200x943.webp\" alt=\"website-file-upload-settings\" class=\"wp-image-552990\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/website-file-upload-settings-1200x943.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/website-file-upload-settings-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/website-file-upload-settings-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/website-file-upload-settings-768x603.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/website-file-upload-settings-1536x1207.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/website-file-upload-settings-2048x1609.webp 2048w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"943\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/website-file-upload-settings-expire-time-1200x943.webp\" alt=\"website-file-upload-settings-expire-time\" class=\"wp-image-552991\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/website-file-upload-settings-expire-time-1200x943.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/website-file-upload-settings-expire-time-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/website-file-upload-settings-expire-time-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/website-file-upload-settings-expire-time-768x603.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/website-file-upload-settings-expire-time-1536x1207.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/website-file-upload-settings-expire-time-2048x1609.webp 2048w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p><strong>3.<\/strong> Next, open the webshop and browse the available products. Select the required product and click <strong>Go to Cart<\/strong> to continue with the purchase.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"943\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/website-product-page-2-1200x943.webp\" alt=\"website-product-page\" class=\"wp-image-553000\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/website-product-page-2-1200x943.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/website-product-page-2-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/website-product-page-2-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/website-product-page-2-768x603.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/website-product-page-2-1536x1207.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/website-product-page-2-2048x1609.webp 2048w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p><strong>4.<\/strong> The shopping cart will display the <strong>File Upload<\/strong> section. Customers can upload one or more files before placing the order.<\/p>\n\n\n\n<p> They can also review the uploaded files or remove any file before continuing with the checkout.<\/p>\n\n\n\n<p>After uploading the required files, click <strong>Place Order<\/strong> to complete the purchase.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"943\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/website-checkout-with-file-upload-1200x943.webp\" alt=\"website-checkout-with-file-upload\" class=\"wp-image-552999\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/website-checkout-with-file-upload-1200x943.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/website-checkout-with-file-upload-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/website-checkout-with-file-upload-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/website-checkout-with-file-upload-768x603.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/website-checkout-with-file-upload-1536x1207.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/website-checkout-with-file-upload-2048x1609.webp 2048w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p><strong>5.<\/strong> After the customer uploads the files, open <strong>Website File Upload Temp<\/strong> from the ERPNext backend. Here, you can view all temporary uploaded files before the Sales Order is created.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"866\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/website-file-upload-temporary-list-2-1200x866.webp\" alt=\"\" class=\"wp-image-553028\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/website-file-upload-temporary-list-2-1200x866.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/website-file-upload-temporary-list-2-300x216.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/website-file-upload-temporary-list-2-250x180.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/website-file-upload-temporary-list-2-768x554.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/website-file-upload-temporary-list-2-1536x1108.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/website-file-upload-temporary-list-2-2048x1477.webp 2048w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p><strong>6.<\/strong> Next, click any temporary upload record to view its details. Here, you can review the uploaded file, session ID, user information, and upload status associated with the checkout session.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"866\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/website-file-upload-temporary-record-2-1200x866.webp\" alt=\"\" class=\"wp-image-553029\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/website-file-upload-temporary-record-2-1200x866.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/website-file-upload-temporary-record-2-300x216.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/website-file-upload-temporary-record-2-250x180.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/website-file-upload-temporary-record-2-768x554.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/website-file-upload-temporary-record-2-1536x1108.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/website-file-upload-temporary-record-2-2048x1477.webp 2048w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p><strong>7.<\/strong> After the customer completes the checkout, open <strong>Selling &gt; Sales Orders<\/strong>. The Sales Order List displays all customer orders created through the webshop.<\/p>\n\n\n\n<p>Next, open the required Sales Order to view the uploaded file attachments linked to that order.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"943\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/sales-order-with-uploaded-file-attachments-1200x943.webp\" alt=\"sales-order-with-uploaded-file-attachments\" class=\"wp-image-552989\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/sales-order-with-uploaded-file-attachments-1200x943.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/sales-order-with-uploaded-file-attachments-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/sales-order-with-uploaded-file-attachments-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/sales-order-with-uploaded-file-attachments-768x603.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/sales-order-with-uploaded-file-attachments-1536x1207.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/sales-order-with-uploaded-file-attachments-2048x1609.webp 2048w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p><strong>8.<\/strong> Finally, open the <strong>File List<\/strong> from the ERPNext backend to view all uploaded files. <\/p>\n\n\n\n<p>You can search for files using the search bar or switch between List View and Grid View to manage uploaded files more easily.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"943\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/erpnext-file-list-1200x943.webp\" alt=\"erpnext-file-list-grid-view\" class=\"wp-image-552988\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/erpnext-file-list-1200x943.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/erpnext-file-list-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/erpnext-file-list-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/erpnext-file-list-768x603.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/erpnext-file-list-1536x1207.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/08\/erpnext-file-list-2048x1609.webp 2048w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Need Help?<\/strong><\/h2>\n\n\n\n<p>Hope you find guide helpful! Please feel free to share your feedback in the comments below.<\/p>\n\n\n\n<p>If you still have any issues\/queries, please create a ticket at the <a href=\"https:\/\/webkul.uvdesk.com\/en\/customer\/create-ticket\/\" target=\"_blank\" rel=\"noreferrer noopener\">UV Desk<\/a>.<\/p>\n\n\n\n<p>I hope this helps. In case of any further queries, contact us at our <a href=\"mailto:support@webkul.com\">support mail<\/a><\/p>\n\n\n\n<p>Thanks for paying attention!!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Introduction ERPNext Website File Upload allows customers to upload files from the website cart before placing an order. The uploaded files stay linked to the checkout session and are automatically attached to the related Sales Order after checkout. You can purchase ERPNext Website File Upload from the Webkul Store. The module helps businesses collect customer <a href=\"https:\/\/webkul.com\/blog\/erpnext-website-file-upload-user-guide\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":791,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[16119,1],"tags":[14730,590],"class_list":["post-552961","post","type-post","status-publish","format-standard","hentry","category-erpnext","category-uncategorized","tag-erpnext","tag-webkul"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>User Guide for ERPNext Website File Upload<\/title>\n<meta name=\"description\" content=\"Learn how to configure ERPNext Website File Upload to collect customer files during checkout and attach them automatically to Sales Orders.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, 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