The Scenario
You are a warehouse manager. Every morning at 7:00 AM your team needs to know which orders need to ship today and what is due in the next three days. That data lives in ERPNext. Your team works from a shared Excel workbook on SharePoint.
Your current process: log into ERPNext, open the Sales Order list, filter to "To Deliver," export as CSV, open the CSV, copy the relevant columns, paste them into the correct tab of the workbook, reformat the headers, and flag the overdue rows manually. On a good day this takes twenty-five minutes. On a day when the export format shifts, longer.
The bad version of every morning:
- Log into ERPNext, navigate to the Sales Order list
- Filter to "To Deliver," export CSV
- Open the CSV, find the right columns
- Paste into the team workbook on SharePoint, reformat
- Delete the columns the warehouse team does not use
- Manually highlight rows where delivery date is today or earlier
- The team is already at their stations by the time the workbook is ready.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI queries ERPNext directly and writes the results into the workbook, formatted the way your warehouse team uses it.
Open the SheetXAI sidebar and type:
Pull all ERPNext Sales Orders with status 'To Deliver' and list them in this workbook starting at row 2. Include order number, customer name, item code, quantity, and requested delivery date. Highlight in red any row where the delivery date is today or earlier.
SheetXAI queries ERPNext, writes the rows into the workbook, and applies the conditional formatting. The tab is ready before the team opens it.
What You Get
A workbook tab updated with the current open order list:
- Order number, customer, item code, quantity, delivery date — one row per order line
- Red highlighting — any row where delivery date is today or earlier
- No manual formatting — the columns are in the shape the team knows
The overdue rows are already highlighted. The team starts with the urgent work, not with scanning dates.
What If the Data Is Not Quite Ready
The workbook has its own complications on top of the ERPNext data.
When the workbook already has yesterday's pull
Clear all existing data from row 2 downward in this tab. Then pull all ERPNext Sales Orders with status 'To Deliver', list them starting at row 2 with order number, customer name, item code, quantity, and requested delivery date, and highlight in red any row where the delivery date is today or earlier.
When the team needs orders grouped by item code for the picking run
Pull all ERPNext Sales Orders with status 'To Deliver.' Group the results by item code, sorted alphabetically, then by delivery date ascending within each group. Include order number, customer name, quantity, and delivery date. Write into this workbook starting at row 2.
When you only need orders due in the next 72 hours
The full open order list is two hundred rows. The morning brief only needs the urgent ones.
Pull ERPNext Sales Orders with status 'To Deliver' and a requested delivery date within the next 72 hours. Write order number, customer name, item code, quantity, and delivery date into this workbook. Sort by delivery date ascending.
When you need one row per order line item, not one row per order
Some orders have multiple line items. The team needs to see each line individually for picking.
Pull all ERPNext Sales Orders with status 'To Deliver.' For each order, fetch all line items and write one row per line: order number, customer name, item code, quantity, unit of measure, and requested delivery date. Highlight rows where delivery date is today or earlier.
The pattern: instead of exporting and reformatting a report, you describe the output your team needs and SheetXAI builds it from ERPNext data directly.
Try It
Get the 7-day free trial of SheetXAI and connect it to the Excel workbook your warehouse team uses for daily planning. The ERPNext integration is included in every SheetXAI plan. For more ERPNext workflows, see how to pull unpaid Purchase Invoices for AP review or the ERPNext in Excel overview.