The Scenario
You are a warehouse manager. Every morning at 7:00 AM you need to know what orders need to go out today and what is due in the next three days. Your ERPNext instance has all the open Sales Orders, but your team works from a shared Google Sheet that shows the picking list, notes, and status updates.
Right now, getting ERPNext data into that sheet is your first task of the day. You log into ERPNext, open the Sales Order list, filter to "To Deliver," export the report to CSV, open the CSV in Google Sheets, paste it into the right tab, and delete the columns your team does not need. On a good day this takes twenty-five minutes. On a day when the ERPNext export adds extra header rows or column orders shift, it takes longer.
The bad version of every morning:
- Log into ERPNext, navigate to the Sales Order list
- Set filters for status "To Deliver"
- Export CSV, wait for the download
- Open the CSV, find the right columns, copy the block
- Paste into the team sheet, reformat headers
- Delete six columns your team does not care about
- Flag the overdue rows manually by scanning delivery dates
- You start the actual warehouse work at 7:30.
The fast version is one prompt you run once and never retype.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your spreadsheet that queries ERPNext directly and writes the results into the sheet, formatted exactly the way your team needs them.
Open the SheetXAI sidebar and type:
Pull all ERPNext Sales Orders with status 'To Deliver' and list them in this sheet 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 sheet, and applies the conditional formatting. The tab your team uses for picking is populated and ready by the time they open it at 7:00 AM.
What You Get
A sheet updated with the current open order list:
- Order number — the ERPNext Sales Order ID
- Customer name — pulled directly from the record
- Item code and quantity — one row per order line
- Requested delivery date — from the ERPNext Sales Order
- Red highlighting — any row where delivery date is today or earlier
The overdue rows are already flagged. Your team does not scan dates. They start with red rows.
Want to sort by delivery date ascending so the most urgent orders are at the top? Add that to the prompt and SheetXAI sorts before writing.
What If the Data Is Not Quite Ready
ERPNext Sales Order data is usually clean, but your team's working sheet often has its own complications.
When the sheet already has rows from yesterday's pull
You run this every morning and the previous day's rows are still in the sheet.
Clear all existing data from row 2 downward. 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
The picking team works by item, not by customer. They want all rows for the same item adjacent.
Pull all ERPNext Sales Orders with status 'To Deliver'. Group the results by item code, sorted alphabetically, then sorted by delivery date ascending within each item code group. Include order number, customer name, quantity, and requested delivery date. Write into this sheet starting at row 2.
When you only want orders due in the next 72 hours
The full open order list is two hundred rows. The morning brief only needs what is actually urgent.
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 sheet. Sort by delivery date ascending.
When you need the full order plus line-item detail for all lines on the same order
Some Sales Orders have multiple item lines. The team needs to see each line separately, not one row per order.
Pull all ERPNext Sales Orders with status 'To Deliver'. For each order, fetch all line items. Write one row per line item in this sheet: order number, customer name, item code, quantity per line, unit of measure, and requested delivery date. Highlight rows where delivery date is today or earlier.
The pattern: instead of exporting a report and reformatting it, you describe the output you need and SheetXAI builds it from the ERPNext data directly.
Try It
Get the 7-day free trial of SheetXAI and connect it to the Google Sheet 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 Google Sheets overview.