diff --git a/erpnext/config/docs.py b/erpnext/config/docs.py index dc771bc5691..9a80c847199 100644 --- a/erpnext/config/docs.py +++ b/erpnext/config/docs.py @@ -1,7 +1,7 @@ source_link = "https://github.com/frappe/erpnext" docs_base_url = "https://frappe.github.io/erpnext" -headline = "Learn ERPNext Inside Out" -sub_heading = "Find detailed explanation for all ERPNext features" +headline = "ERPNext Documentation" +sub_heading = "Detailed explanation for all ERPNext features and developer API" long_description = """ERPNext is a fully featured ERP system designed for Small and Medium Sized business. 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a/erpnext/docs/assets/old_images/user-guide/setup-wizard/setup-wizard-8.png and /dev/null differ diff --git a/erpnext/docs/contents.html b/erpnext/docs/contents.md similarity index 100% rename from erpnext/docs/contents.html rename to erpnext/docs/contents.md diff --git a/erpnext/docs/current/api/accounts/erpnext.accounts.general_ledger.html b/erpnext/docs/current/api/accounts/erpnext.accounts.general_ledger.md similarity index 99% rename from erpnext/docs/current/api/accounts/erpnext.accounts.general_ledger.html rename to erpnext/docs/current/api/accounts/erpnext.accounts.general_ledger.md index 5f16dae497a..ee2613a0227 100644 --- a/erpnext/docs/current/api/accounts/erpnext.accounts.general_ledger.html +++ b/erpnext/docs/current/api/accounts/erpnext.accounts.general_ledger.md @@ -1,7 +1,7 @@
- Version 6.7.7 + Version 6.x.x
- Version 6.7.7 + Version 6.x.x
- Version 6.7.7 + Version 6.x.x
- Version 6.7.7 + Version 6.x.x erpnext.accounts.utils.get_outstanding_invoices - (amount_query, account, party_type, party) + (party_type, party, account, condition=None)

No docs

diff --git a/erpnext/docs/current/api/accounts/index.html b/erpnext/docs/current/api/accounts/index.md similarity index 95% rename from erpnext/docs/current/api/accounts/index.html rename to erpnext/docs/current/api/accounts/index.md index 310f9c51bd3..9c93356037e 100644 --- a/erpnext/docs/current/api/accounts/index.html +++ b/erpnext/docs/current/api/accounts/index.md @@ -4,7 +4,7 @@
- Version 6.7.7 + Version 6.x.x
- Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x
- Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x
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- Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x
- Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x
- Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x
- Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x
- Version 6.7.7 + Version 6.x.x
- Version 6.7.7 + Version 6.x.x
- Version 6.7.7 + Version 6.x.x
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- Version 6.7.7 + Version 6.x.x
- Version 6.7.7 + Version 6.x.x
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- Version 6.7.7 + Version 6.x.x
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- Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x
- Version 6.7.7 + Version 6.x.x
- Version 6.7.7 + Version 6.x.x
- - - -

- - - validate_warehouse - (self) -

-

No docs

-
-
- -

diff --git a/erpnext/docs/current/api/controllers/erpnext.controllers.item_variant.html b/erpnext/docs/current/api/controllers/erpnext.controllers.item_variant.md similarity index 99% rename from erpnext/docs/current/api/controllers/erpnext.controllers.item_variant.html rename to erpnext/docs/current/api/controllers/erpnext.controllers.item_variant.md index 184f765941a..3720e8227bd 100644 --- a/erpnext/docs/current/api/controllers/erpnext.controllers.item_variant.html +++ b/erpnext/docs/current/api/controllers/erpnext.controllers.item_variant.md @@ -1,7 +1,7 @@
- Version 6.7.7 + Version 6.x.x
- Version 6.7.7 + Version 6.x.x
- Version 6.7.7 + Version 6.x.x
- Version 6.7.7 + Version 6.x.x
- Version 6.7.7 + Version 6.x.x
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- Version 6.7.7 + Version 6.x.x
- Version 6.7.7 + Version 6.x.x
- Version 6.7.7 + Version 6.x.x + + + +

+ + + validate_warehouse + (self) +

+

No docs

+
+
+ +

diff --git a/erpnext/docs/current/api/controllers/erpnext.controllers.taxes_and_totals.html b/erpnext/docs/current/api/controllers/erpnext.controllers.taxes_and_totals.md similarity index 99% rename from erpnext/docs/current/api/controllers/erpnext.controllers.taxes_and_totals.html rename to erpnext/docs/current/api/controllers/erpnext.controllers.taxes_and_totals.md index 60908ba513b..f0c8a327480 100644 --- a/erpnext/docs/current/api/controllers/erpnext.controllers.taxes_and_totals.html +++ b/erpnext/docs/current/api/controllers/erpnext.controllers.taxes_and_totals.md @@ -1,7 +1,7 @@
- Version 6.7.7 + Version 6.x.x
- Version 6.7.7 + Version 6.x.x
- Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x
- Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x
- Version 6.7.7 + Version 6.x.x
- Version 6.7.7 + Version 6.x.x
- Version 6.7.7 + Version 6.x.x
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- Version 6.7.7 + Version 6.x.x
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- Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x
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- Version 6.7.7 + Version 6.x.x
- Version 6.7.7 + Version 6.x.x
- Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x + + + + + + + + + +

+ + + erpnext.setup.setup_wizard.default_website.test + () +

+

No docs

+
+
+ + + + + +

Class website_maker

+ +

Inherits from __builtin__.object + +

+
+
+ + + + +

+ + + __init__ + (self, company, tagline, user) +

+

No docs

+
+
+ + + + + +

+ + + make_blog + (self) +

+

No docs

+
+
+ + + + + +

+ + + make_web_page + (self) +

+

No docs

+
+
+ + + + + +

+ + + make_website_settings + (self) +

+

No docs

+
+
+ + +
+
+ + + + + + \ No newline at end of file diff --git a/erpnext/docs/current/api/setup/setup_wizard/erpnext.setup.setup_wizard.industry_type.md b/erpnext/docs/current/api/setup/setup_wizard/erpnext.setup.setup_wizard.industry_type.md new file mode 100644 index 00000000000..054eccdeb45 --- /dev/null +++ b/erpnext/docs/current/api/setup/setup_wizard/erpnext.setup.setup_wizard.industry_type.md @@ -0,0 +1,34 @@ + + + + + + + + + + +

+ + + erpnext.setup.setup_wizard.industry_type.get_industry_types + () +

+

No docs

+
+
+ + + + + + \ No newline at end of file diff --git a/erpnext/docs/current/api/setup/setup_wizard/erpnext.setup.setup_wizard.install_fixtures.md b/erpnext/docs/current/api/setup/setup_wizard/erpnext.setup.setup_wizard.install_fixtures.md new file mode 100644 index 00000000000..02fb0da0200 --- /dev/null +++ b/erpnext/docs/current/api/setup/setup_wizard/erpnext.setup.setup_wizard.install_fixtures.md @@ -0,0 +1,34 @@ + + + + + + + + + + +

+ + + erpnext.setup.setup_wizard.install_fixtures.install + (country=None) +

+

No docs

+
+
+ + + + + + \ No newline at end of file diff --git a/erpnext/docs/current/api/setup/setup_wizard/erpnext.setup.setup_wizard.md b/erpnext/docs/current/api/setup/setup_wizard/erpnext.setup.setup_wizard.md new file mode 100644 index 00000000000..0021f57f254 --- /dev/null +++ b/erpnext/docs/current/api/setup/setup_wizard/erpnext.setup.setup_wizard.md @@ -0,0 +1,18 @@ + + + + + + + + + \ No newline at end of file diff --git a/erpnext/docs/current/api/setup/setup_wizard/erpnext.setup.setup_wizard.sample_data.md b/erpnext/docs/current/api/setup/setup_wizard/erpnext.setup.setup_wizard.sample_data.md new file mode 100644 index 00000000000..c6dc574c6b7 --- /dev/null +++ b/erpnext/docs/current/api/setup/setup_wizard/erpnext.setup.setup_wizard.sample_data.md @@ -0,0 +1,115 @@ + + + + + + + + + + +

+ + + erpnext.setup.setup_wizard.sample_data.make_issue + () +

+

No docs

+
+
+ + + + + + + +

+ + + erpnext.setup.setup_wizard.sample_data.make_material_request + (buying_items) +

+

No docs

+
+
+ + + + + + + +

+ + + erpnext.setup.setup_wizard.sample_data.make_opportunity + (selling_items, customer) +

+

No docs

+
+
+ + + + + + + +

+ + + erpnext.setup.setup_wizard.sample_data.make_projects + () +

+

No docs

+
+
+ + + + + + + +

+ + + erpnext.setup.setup_wizard.sample_data.make_quote + (selling_items, customer) +

+

No docs

+
+
+ + + + + + + +

+ + + erpnext.setup.setup_wizard.sample_data.make_sample_data + () +

+

Create a few opportunities, quotes, material requests, issues, todos, projects +to help the user get started

+
+
+ + + + + + \ No newline at end of file diff --git a/erpnext/docs/current/api/setup/setup_wizard/erpnext.setup.setup_wizard.setup_wizard.md b/erpnext/docs/current/api/setup/setup_wizard/erpnext.setup.setup_wizard.setup_wizard.md new file mode 100644 index 00000000000..83a4a2390b6 --- /dev/null +++ b/erpnext/docs/current/api/setup/setup_wizard/erpnext.setup.setup_wizard.setup_wizard.md @@ -0,0 +1,370 @@ + + + + + + + + + + +

+ + + erpnext.setup.setup_wizard.setup_wizard.add_all_roles_to + (name) +

+

No docs

+
+
+ + + + + + + +

+ + + erpnext.setup.setup_wizard.setup_wizard.create_contact + (contact, party_type, party) +

+

Create contact based on given contact name

+
+
+ + + + + + + +

+ + + erpnext.setup.setup_wizard.setup_wizard.create_customers + (args) +

+

No docs

+
+
+ + + + + + + +

+ + + erpnext.setup.setup_wizard.setup_wizard.create_email_digest + () +

+

No docs

+
+
+ + + + + + + +

+ + + erpnext.setup.setup_wizard.setup_wizard.create_feed_and_todo + () +

+

update Activity feed and create todo for creation of item, customer, vendor

+
+
+ + + + + + + +

+ + + erpnext.setup.setup_wizard.setup_wizard.create_fiscal_year_and_company + (args) +

+

No docs

+
+
+ + + + + + + +

+ + + erpnext.setup.setup_wizard.setup_wizard.create_items + (args) +

+

No docs

+
+
+ + + + + + + +

+ + + erpnext.setup.setup_wizard.setup_wizard.create_letter_head + (args) +

+

No docs

+
+
+ + + + + + + +

+ + + erpnext.setup.setup_wizard.setup_wizard.create_logo + (args) +

+

No docs

+
+
+ + + + + + + +

+ + + erpnext.setup.setup_wizard.setup_wizard.create_price_lists + (args) +

+

No docs

+
+
+ + + + + + + +

+ + + erpnext.setup.setup_wizard.setup_wizard.create_suppliers + (args) +

+

No docs

+
+
+ + + + + + + +

+ + + erpnext.setup.setup_wizard.setup_wizard.create_taxes + (args) +

+

No docs

+
+
+ + + + + + + +

+ + + erpnext.setup.setup_wizard.setup_wizard.create_territories + () +

+

create two default territories, one for home country and one named Rest of the World

+
+
+ + + + + + + +

+ + + erpnext.setup.setup_wizard.setup_wizard.create_users + (args) +

+

No docs

+
+
+ + + + + + + +

+ + + erpnext.setup.setup_wizard.setup_wizard.get_fy_details + (fy_start_date, fy_end_date) +

+

No docs

+
+
+ + + + + + + +

+ + + erpnext.setup.setup_wizard.setup_wizard.login_as_first_user + (args) +

+

No docs

+
+
+ + + + + + + +

+ + + erpnext.setup.setup_wizard.setup_wizard.make_item_price + (item, price_list_name, item_price) +

+

No docs

+
+
+ + + + + + + +

+ + + erpnext.setup.setup_wizard.setup_wizard.make_sales_and_purchase_tax_templates + (account) +

+

No docs

+
+
+ + + + + + + +

+ + + erpnext.setup.setup_wizard.setup_wizard.make_tax_head + (args, i, tax_group, tax_rate) +

+

No docs

+
+
+ + + + + + + +

+ + + erpnext.setup.setup_wizard.setup_wizard.set_defaults + (args) +

+

No docs

+
+
+ + + + + + + +

+ + + erpnext.setup.setup_wizard.setup_wizard.setup_complete + (args=None) +

+

No docs

+
+
+ + + + + + + +

+ + + erpnext.setup.setup_wizard.setup_wizard.update_user_name + (args) +

+

No docs

+
+
+ + + + + + \ No newline at end of file diff --git a/erpnext/docs/current/api/setup/setup_wizard/erpnext.setup.setup_wizard.test_setup_data.md b/erpnext/docs/current/api/setup/setup_wizard/erpnext.setup.setup_wizard.test_setup_data.md new file mode 100644 index 00000000000..372fc7d6d0a --- /dev/null +++ b/erpnext/docs/current/api/setup/setup_wizard/erpnext.setup.setup_wizard.test_setup_data.md @@ -0,0 +1,18 @@ + + + + + + + + + \ No newline at end of file diff --git a/erpnext/docs/current/api/setup/setup_wizard/erpnext.setup.setup_wizard.test_setup_wizard.md b/erpnext/docs/current/api/setup/setup_wizard/erpnext.setup.setup_wizard.test_setup_wizard.md new file mode 100644 index 00000000000..85005211154 --- /dev/null +++ b/erpnext/docs/current/api/setup/setup_wizard/erpnext.setup.setup_wizard.test_setup_wizard.md @@ -0,0 +1,18 @@ + + + + + + + + + \ No newline at end of file diff --git a/erpnext/docs/current/api/setup/setup_wizard/index.md b/erpnext/docs/current/api/setup/setup_wizard/index.md new file mode 100644 index 00000000000..66740a2e7a6 --- /dev/null +++ b/erpnext/docs/current/api/setup/setup_wizard/index.md @@ -0,0 +1,19 @@ + + + + + +

Package Contents

+ +{index} + + \ No newline at end of file diff --git a/erpnext/docs/current/api/setup/setup_wizard/index.txt b/erpnext/docs/current/api/setup/setup_wizard/index.txt new file mode 100644 index 00000000000..6e21162d283 --- /dev/null +++ b/erpnext/docs/current/api/setup/setup_wizard/index.txt @@ -0,0 +1,8 @@ +erpnext.setup.setup_wizard.default_website +erpnext.setup.setup_wizard +erpnext.setup.setup_wizard.industry_type +erpnext.setup.setup_wizard.install_fixtures +erpnext.setup.setup_wizard.sample_data +erpnext.setup.setup_wizard.setup_wizard +erpnext.setup.setup_wizard.test_setup_data +erpnext.setup.setup_wizard.test_setup_wizard \ No newline at end of file diff --git a/erpnext/docs/current/api/shopping_cart/erpnext.shopping_cart.cart.html b/erpnext/docs/current/api/shopping_cart/erpnext.shopping_cart.cart.md similarity index 99% rename from erpnext/docs/current/api/shopping_cart/erpnext.shopping_cart.cart.html rename to erpnext/docs/current/api/shopping_cart/erpnext.shopping_cart.cart.md index 748acb97b8f..cc9dcd6f7f5 100644 --- a/erpnext/docs/current/api/shopping_cart/erpnext.shopping_cart.cart.html +++ b/erpnext/docs/current/api/shopping_cart/erpnext.shopping_cart.cart.md @@ -1,7 +1,7 @@
- Version 6.7.7 + Version 6.x.x
- Version 6.7.7 + Version 6.x.x
- Version 6.7.7 + Version 6.x.x
- Version 6.7.7 + Version 6.x.x
- Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x
- Version 6.7.7 + Version 6.x.x
- Version 6.7.7 + Version 6.x.x
- Version 6.7.7 + Version 6.x.x
- Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x
- Version 6.7.7 + Version 6.x.x
- Version 6.7.7 + Version 6.x.x
- Version 6.7.7 + Version 6.x.x
- Version 6.7.7 + Version 6.x.x
- Version 6.7.7 + Version 6.x.x
- Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x
- Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x
- Version 6.7.7 + Version 6.x.x
- Version 6.7.7 + Version 6.x.x
- Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - +
-
+ App Name @@ -35,7 +35,7 @@ Version - 6.7.7 + 6.12.2
diff --git a/erpnext/docs/current/models/accounts/account.html b/erpnext/docs/current/models/accounts/account.md similarity index 99% rename from erpnext/docs/current/models/accounts/account.html rename to erpnext/docs/current/models/accounts/account.md index 9fb0637c83c..d9c83b0830f 100644 --- a/erpnext/docs/current/models/accounts/account.html +++ b/erpnext/docs/current/models/accounts/account.md @@ -7,7 +7,7 @@
- Version 6.7.7 + Version 6.x.x - - - -
  • diff --git a/erpnext/docs/current/models/accounts/accounts_settings.html b/erpnext/docs/current/models/accounts/accounts_settings.md similarity index 99% rename from erpnext/docs/current/models/accounts/accounts_settings.html rename to erpnext/docs/current/models/accounts/accounts_settings.md index 3e3518ce61a..42b8c8882ce 100644 --- a/erpnext/docs/current/models/accounts/accounts_settings.html +++ b/erpnext/docs/current/models/accounts/accounts_settings.md @@ -7,7 +7,7 @@
    - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x 2 - company + account_currency Link - Company + Account Currency @@ -72,7 +72,7 @@ -Company +Currency @@ -170,7 +170,7 @@ -
    Company:company:default_currency
    +
    account_currency
    diff --git a/erpnext/docs/current/models/accounts/bank_reconciliation_detail.html b/erpnext/docs/current/models/accounts/bank_reconciliation_detail.md similarity index 82% rename from erpnext/docs/current/models/accounts/bank_reconciliation_detail.html rename to erpnext/docs/current/models/accounts/bank_reconciliation_detail.md index f7081ed6446..e5cf53932c3 100644 --- a/erpnext/docs/current/models/accounts/bank_reconciliation_detail.html +++ b/erpnext/docs/current/models/accounts/bank_reconciliation_detail.md @@ -7,7 +7,7 @@
    - Version 6.7.7 + Version 6.x.x 2 - clearance_date - - Date - - Clearance Date - - - - - - - 3 against_account Data @@ -84,19 +72,7 @@ - 4 - cheque_number - - Data - - Cheque Number - - - - - - - 5 + 3 debit Currency @@ -105,12 +81,12 @@ -
    Company:company:default_currency
    +
    account_currency
    - 6 + 4 credit Currency @@ -119,47 +95,24 @@ -
    Company:company:default_currency
    +
    account_currency
    - 7 - reference_type + 5 + column_break_5 + + Column Break - Link - - Reference Type - - - - - - - -
    DocType - - + + - 8 - reference_name - - Dynamic Link - - Reference Name - - - -
    reference_type
    - - - - - 9 + 6 posting_date Date @@ -171,7 +124,19 @@ - 10 + 7 + cheque_number + + Data + + Cheque Number + + + + + + + 8 cheque_date Date @@ -182,6 +147,18 @@ + + 9 + clearance_date + + Date + + Clearance Date + + + + + diff --git a/erpnext/docs/current/models/accounts/budget_detail.html b/erpnext/docs/current/models/accounts/budget_detail.md similarity index 99% rename from erpnext/docs/current/models/accounts/budget_detail.html rename to erpnext/docs/current/models/accounts/budget_detail.md index 9568149bf88..cc66173707d 100644 --- a/erpnext/docs/current/models/accounts/budget_detail.html +++ b/erpnext/docs/current/models/accounts/budget_detail.md @@ -7,7 +7,7 @@
    - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - - -Leave Application - -
  • - - -
  • diff --git a/erpnext/docs/current/models/accounts/fiscal_year_company.html b/erpnext/docs/current/models/accounts/fiscal_year_company.md similarity index 98% rename from erpnext/docs/current/models/accounts/fiscal_year_company.html rename to erpnext/docs/current/models/accounts/fiscal_year_company.md index f043ef2c4db..8e55ddf546f 100644 --- a/erpnext/docs/current/models/accounts/fiscal_year_company.html +++ b/erpnext/docs/current/models/accounts/fiscal_year_company.md @@ -7,7 +7,7 @@
    - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x Total Amount - -
    Company:company:default_currency
    - + @@ -921,7 +919,21 @@ Yes
    set_total_amount - (self, amt) + (self, amt, currency) +

    +

    No docs

    +
    +
    + + + + + +

    + + + set_total_debit_credit + (self)

    No docs

    @@ -1015,20 +1027,6 @@ Yes -

    - - - validate_debit_and_credit - (self) -

    -

    No docs

    -
    -
    - - - - -

    @@ -1138,6 +1136,20 @@ Yes
    + + + +

    + + + validate_total_debit_and_credit + (self) +

    +

    No docs

    +
    +
    + +

    diff --git a/erpnext/docs/current/models/accounts/journal_entry_account.html b/erpnext/docs/current/models/accounts/journal_entry_account.md similarity index 98% rename from erpnext/docs/current/models/accounts/journal_entry_account.html rename to erpnext/docs/current/models/accounts/journal_entry_account.md index 0d1f3fc234b..5f4153ec3af 100644 --- a/erpnext/docs/current/models/accounts/journal_entry_account.html +++ b/erpnext/docs/current/models/accounts/journal_entry_account.md @@ -7,7 +7,7 @@
    - Version 6.7.7 + Version 6.x.x Currency - Debit in Account Currency + Debit @@ -283,7 +283,7 @@ Currency - Credit in Account Currency + Credit diff --git a/erpnext/docs/current/models/accounts/mode_of_payment.html b/erpnext/docs/current/models/accounts/mode_of_payment.md similarity index 69% rename from erpnext/docs/current/models/accounts/mode_of_payment.html rename to erpnext/docs/current/models/accounts/mode_of_payment.md index 55c023a6cee..5b7ddc940e9 100644 --- a/erpnext/docs/current/models/accounts/mode_of_payment.html +++ b/erpnext/docs/current/models/accounts/mode_of_payment.md @@ -7,7 +7,7 @@
    - Version 6.7.7 + Version 6.x.x
    + + + +

    + + + validate + (self) +

    +

    No docs

    +
    +
    + + + + + +

    + + + validate_accounts + (self) +

    +

    No docs

    +
    +
    + + + + + +

    + + + validate_repeating_companies + (self) +

    +

    Error when Same Company is entered multiple times in accounts

    +
    +
    + +

    diff --git a/erpnext/docs/current/models/accounts/mode_of_payment_account.html b/erpnext/docs/current/models/accounts/mode_of_payment_account.md similarity index 99% rename from erpnext/docs/current/models/accounts/mode_of_payment_account.html rename to erpnext/docs/current/models/accounts/mode_of_payment_account.md index fac3d9bec0b..d9d7c949ead 100644 --- a/erpnext/docs/current/models/accounts/mode_of_payment_account.html +++ b/erpnext/docs/current/models/accounts/mode_of_payment_account.md @@ -7,7 +7,7 @@
    - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x check_condition - (self, dr_or_cr) + (self)

    No docs

    diff --git a/erpnext/docs/current/models/accounts/payment_reconciliation_invoice.html b/erpnext/docs/current/models/accounts/payment_reconciliation_invoice.md similarity index 99% rename from erpnext/docs/current/models/accounts/payment_reconciliation_invoice.html rename to erpnext/docs/current/models/accounts/payment_reconciliation_invoice.md index b89e8a9285c..df5e143b388 100644 --- a/erpnext/docs/current/models/accounts/payment_reconciliation_invoice.html +++ b/erpnext/docs/current/models/accounts/payment_reconciliation_invoice.md @@ -7,7 +7,7 @@
    - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - + 27 + get_items_from_product_bundle + + Button + + Get Items from Product Bundle + + + + + + + 28 section_break_26 Section Break @@ -442,7 +454,7 @@ PINV-RET- - 28 + 29 base_total Currency @@ -456,7 +468,7 @@ PINV-RET- - 29 + 30 base_net_total Currency @@ -470,7 +482,7 @@ PINV-RET- - 30 + 31 column_break_28 Column Break @@ -482,7 +494,7 @@ PINV-RET- - 31 + 32 total Currency @@ -496,7 +508,7 @@ PINV-RET- - 32 + 33 net_total Currency @@ -510,7 +522,7 @@ PINV-RET- - 33 + 34 taxes_section Section Break @@ -524,7 +536,7 @@ PINV-RET- - 34 + 35 taxes_and_charges Link @@ -545,7 +557,7 @@ PINV-RET- - 35 + 36 taxes Table @@ -566,7 +578,7 @@ PINV-RET- - 36 + 37 other_charges_calculation HTML @@ -578,7 +590,7 @@ PINV-RET- - 37 + 38 totals Section Break @@ -592,7 +604,7 @@ PINV-RET- - 38 + 39 base_taxes_and_charges_added Currency @@ -606,7 +618,7 @@ PINV-RET- - 39 + 40 base_taxes_and_charges_deducted Currency @@ -620,7 +632,7 @@ PINV-RET- - 40 + 41 base_total_taxes_and_charges Currency @@ -634,7 +646,7 @@ PINV-RET- - 41 + 42 column_break_40 Column Break @@ -646,7 +658,7 @@ PINV-RET- - 42 + 43 taxes_and_charges_added Currency @@ -660,7 +672,7 @@ PINV-RET- - 43 + 44 taxes_and_charges_deducted Currency @@ -674,7 +686,7 @@ PINV-RET- - 44 + 45 total_taxes_and_charges Currency @@ -688,7 +700,7 @@ PINV-RET- - 45 + 46 section_break_44 Section Break @@ -700,7 +712,7 @@ PINV-RET- - 46 + 47 apply_discount_on Select @@ -716,7 +728,7 @@ Net Total - 47 + 48 column_break_46 Column Break @@ -728,7 +740,7 @@ Net Total - 48 + 49 discount_amount Currency @@ -742,7 +754,7 @@ Net Total - 49 + 50 base_discount_amount Currency @@ -756,7 +768,7 @@ Net Total - 50 + 51 section_break_49 Section Break @@ -768,7 +780,7 @@ Net Total - 51 + 52 base_grand_total Currency @@ -782,7 +794,7 @@ Net Total - 52 + 53 base_in_words Data @@ -794,7 +806,7 @@ Net Total - 53 + 54 column_break8 Column Break @@ -806,7 +818,7 @@ Net Total - 54 + 55 grand_total Currency @@ -820,7 +832,7 @@ Net Total - 55 + 56 in_words Data @@ -832,7 +844,7 @@ Net Total - 56 + 57 total_advance Currency @@ -846,7 +858,7 @@ Net Total - 57 + 58 outstanding_amount Currency @@ -860,7 +872,7 @@ Net Total - 58 + 59 write_off Section Break @@ -872,7 +884,7 @@ Net Total - 59 + 60 write_off_amount Currency @@ -886,7 +898,7 @@ Net Total - 60 + 61 base_write_off_amount Currency @@ -900,7 +912,7 @@ Net Total - 61 + 62 column_break_61 Column Break @@ -912,7 +924,7 @@ Net Total - 62 + 63 write_off_account Link @@ -933,7 +945,7 @@ Net Total - 63 + 64 write_off_cost_center Link @@ -954,7 +966,7 @@ Net Total - 64 + 65 advances_section Section Break @@ -968,7 +980,7 @@ Net Total - 65 + 66 get_advances_paid Button @@ -982,7 +994,7 @@ Net Total - 66 + 67 advances Table @@ -1003,7 +1015,7 @@ Net Total - 67 + 68 terms_section_break Section Break @@ -1017,7 +1029,7 @@ Net Total - 68 + 69 tc_name Link @@ -1038,7 +1050,7 @@ Net Total - 69 + 70 terms Text Editor @@ -1050,7 +1062,7 @@ Net Total - 70 + 71 contact_section Section Break @@ -1064,7 +1076,7 @@ Net Total - 71 + 72 supplier_address Link @@ -1085,7 +1097,7 @@ Net Total - 72 + 73 col_break23 Column Break @@ -1097,7 +1109,7 @@ Net Total - 73 + 74 contact_person Link @@ -1118,7 +1130,7 @@ Net Total - 74 + 75 printing_settings Section Break @@ -1130,7 +1142,7 @@ Net Total - 75 + 76 letter_head Link @@ -1151,7 +1163,7 @@ Net Total - 76 + 77 select_print_heading Link @@ -1172,7 +1184,7 @@ Net Total - 77 + 78 more_info Section Break @@ -1186,7 +1198,7 @@ Net Total - 78 + 79 credit_to Link @@ -1207,7 +1219,7 @@ Net Total - 79 + 80 party_account_currency Link @@ -1228,7 +1240,7 @@ Net Total - 80 + 81 is_opening Select @@ -1243,7 +1255,7 @@ Yes - 81 + 82 due_date Date @@ -1255,7 +1267,7 @@ Yes - 82 + 83 against_expense_account Small Text @@ -1267,7 +1279,7 @@ Yes - 83 + 84 column_break_63 Column Break @@ -1279,7 +1291,7 @@ Yes - 84 + 85 mode_of_payment Link @@ -1300,7 +1312,7 @@ Yes - 85 + 86 fiscal_year Link @@ -1321,7 +1333,7 @@ Yes - 86 + 87 remarks Small Text @@ -1333,7 +1345,7 @@ Yes - 87 + 88 recurring_invoice Section Break @@ -1347,7 +1359,7 @@ Yes - 88 + 89 is_recurring Check @@ -1359,7 +1371,7 @@ Yes - 89 + 90 recurring_type Select @@ -1377,7 +1389,7 @@ Yearly - 90 + 91 from_date Date @@ -1390,7 +1402,7 @@ Yearly - 91 + 92 to_date Date @@ -1403,7 +1415,7 @@ Yearly - 92 + 93 repeat_on_day_of_month Int @@ -1416,7 +1428,7 @@ Yearly - 93 + 94 end_date Date @@ -1429,7 +1441,7 @@ Yearly - 94 + 95 column_break_82 Column Break @@ -1441,7 +1453,7 @@ Yearly - 95 + 96 next_date Date @@ -1454,7 +1466,7 @@ Yearly - 96 + 97 recurring_id Data @@ -1467,7 +1479,7 @@ Yearly - 97 + 98 notification_email_address Small Text @@ -1480,7 +1492,7 @@ Yearly - 98 + 99 recurring_print_format Link diff --git a/erpnext/docs/current/models/accounts/purchase_invoice_advance.html b/erpnext/docs/current/models/accounts/purchase_invoice_advance.md similarity index 99% rename from erpnext/docs/current/models/accounts/purchase_invoice_advance.html rename to erpnext/docs/current/models/accounts/purchase_invoice_advance.md index 72531bcf2f7..89c249b5d11 100644 --- a/erpnext/docs/current/models/accounts/purchase_invoice_advance.html +++ b/erpnext/docs/current/models/accounts/purchase_invoice_advance.md @@ -7,7 +7,7 @@
    - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x 18 - delivered_by_supplier - - Check - - To be delivered to customer - - - - - - - 19 column_break_19 Column Break @@ -310,7 +298,7 @@ Yes - 20 + 19 customer_address Link @@ -331,7 +319,7 @@ Yes - 21 + 20 customer_contact_person Link @@ -352,7 +340,7 @@ Yes - 22 + 21 customer_address_display Small Text @@ -364,7 +352,7 @@ Yes - 23 + 22 customer_contact_display Small Text @@ -376,7 +364,7 @@ Yes - 24 + 23 customer_contact_mobile Small Text @@ -388,7 +376,7 @@ Yes - 25 + 24 customer_contact_email Small Text @@ -400,7 +388,7 @@ Yes - 26 + 25 currency_and_price_list Section Break @@ -414,7 +402,7 @@ Yes - 27 + 26 currency Link @@ -435,7 +423,7 @@ Yes - 28 + 27 conversion_rate Float @@ -447,7 +435,7 @@ Yes - 29 + 28 cb_price_list Column Break @@ -459,7 +447,7 @@ Yes - 30 + 29 buying_price_list Link @@ -480,7 +468,7 @@ Yes - 31 + 30 price_list_currency Link @@ -501,7 +489,7 @@ Yes - 32 + 31 plc_conversion_rate Float @@ -513,7 +501,7 @@ Yes - 33 + 32 ignore_pricing_rule Check @@ -525,7 +513,7 @@ Yes - 34 + 33 items_section Section Break @@ -539,7 +527,7 @@ Yes - 35 + 34 items Table @@ -560,7 +548,7 @@ Yes - 36 + 35 get_last_purchase_rate Button @@ -571,6 +559,18 @@ Yes + + 36 + get_items_from_product_bundle + + Button + + Get Items from Product Bundle + + + + + 37 sb_last_purchase @@ -1568,12 +1568,12 @@ Yearly

    - + - get_last_purchase_rate + get_schedule_dates (self)

    -

    get last purchase rates for all items

    +

    No docs


    @@ -1582,9 +1582,9 @@ Yearly

    - + - get_schedule_dates + has_drop_ship_item (self)

    No docs

    @@ -1637,6 +1637,20 @@ Yearly +

    + + + set_received_qty_for_drop_ship_items + (self) +

    +

    No docs

    +
    +
    + + + + +

    diff --git a/erpnext/docs/current/models/buying/purchase_order_item.html b/erpnext/docs/current/models/buying/purchase_order_item.md similarity index 98% rename from erpnext/docs/current/models/buying/purchase_order_item.html rename to erpnext/docs/current/models/buying/purchase_order_item.md index c3db05b2f86..aceb9de4cdb 100644 --- a/erpnext/docs/current/models/buying/purchase_order_item.html +++ b/erpnext/docs/current/models/buying/purchase_order_item.md @@ -7,7 +7,7 @@

    - Version 6.7.7 + Version 6.x.x 43 + delivered_by_supplier + + Check + + To be delivered to customer + + + + + + + 44 col_break5 Column Break @@ -660,7 +672,7 @@ - 44 + 45 item_group Link @@ -681,7 +693,7 @@ - 45 + 46 brand Link @@ -702,7 +714,7 @@ - 46 + 47 bom Link @@ -723,7 +735,7 @@ - 47 + 48 stock_qty Float @@ -735,7 +747,7 @@ - 48 + 49 received_qty Float @@ -747,7 +759,7 @@ - 49 + 50 returned_qty Float @@ -759,7 +771,7 @@ - 50 + 51 billed_amt Currency @@ -773,7 +785,7 @@ - 51 + 52 item_tax_rate Small Text @@ -787,7 +799,7 @@ Used for Taxes and Charges

    - 52 + 53 page_break Check diff --git a/erpnext/docs/current/models/buying/purchase_order_item_supplied.html b/erpnext/docs/current/models/buying/purchase_order_item_supplied.md similarity index 99% rename from erpnext/docs/current/models/buying/purchase_order_item_supplied.html rename to erpnext/docs/current/models/buying/purchase_order_item_supplied.md index 01ae3d966b1..7b39f242fc1 100644 --- a/erpnext/docs/current/models/buying/purchase_order_item_supplied.html +++ b/erpnext/docs/current/models/buying/purchase_order_item_supplied.md @@ -7,7 +7,7 @@
    - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - + 24 + get_items_from_product_bundle + + Button + + Get Items from Product Bundle + + + + + + + 25 section_break_22 Section Break @@ -398,7 +410,7 @@ - 25 + 26 base_total Currency @@ -412,7 +424,7 @@ - 26 + 27 base_net_total Currency @@ -426,7 +438,7 @@ - 27 + 28 column_break_24 Column Break @@ -438,7 +450,7 @@ - 28 + 29 total Currency @@ -452,7 +464,7 @@ - 29 + 30 net_total Currency @@ -466,7 +478,7 @@ - 30 + 31 taxes_section Section Break @@ -480,7 +492,7 @@ - 31 + 32 taxes_and_charges Link @@ -501,7 +513,7 @@ - 32 + 33 taxes Table @@ -522,7 +534,7 @@ - 33 + 34 other_charges_calculation HTML @@ -534,7 +546,7 @@ - 34 + 35 totals Section Break @@ -548,7 +560,7 @@ - 35 + 36 base_taxes_and_charges_added Currency @@ -562,7 +574,7 @@ - 36 + 37 base_taxes_and_charges_deducted Currency @@ -576,7 +588,7 @@ - 37 + 38 base_total_taxes_and_charges Currency @@ -590,7 +602,7 @@ - 38 + 39 column_break_37 Column Break @@ -602,7 +614,7 @@ - 39 + 40 taxes_and_charges_added Currency @@ -616,7 +628,7 @@ - 40 + 41 taxes_and_charges_deducted Currency @@ -630,7 +642,7 @@ - 41 + 42 total_taxes_and_charges Currency @@ -644,7 +656,7 @@ - 42 + 43 section_break_41 Section Break @@ -656,7 +668,7 @@ - 43 + 44 apply_discount_on Select @@ -672,7 +684,7 @@ Net Total - 44 + 45 column_break_43 Column Break @@ -684,7 +696,7 @@ Net Total - 45 + 46 discount_amount Currency @@ -698,7 +710,7 @@ Net Total - 46 + 47 base_discount_amount Currency @@ -712,7 +724,7 @@ Net Total - 47 + 48 section_break_46 Section Break @@ -724,7 +736,7 @@ Net Total - 48 + 49 base_grand_total Currency @@ -738,7 +750,7 @@ Net Total - 49 + 50 base_in_words Data @@ -750,7 +762,7 @@ Net Total - 50 + 51 base_rounded_total Currency @@ -764,7 +776,7 @@ Net Total - 51 + 52 column_break4 Column Break @@ -776,7 +788,7 @@ Net Total - 52 + 53 grand_total Currency @@ -790,7 +802,7 @@ Net Total - 53 + 54 in_words Data @@ -802,7 +814,7 @@ Net Total - 54 + 55 terms_section_break Section Break @@ -816,7 +828,7 @@ Net Total - 55 + 56 tc_name Link @@ -837,7 +849,7 @@ Net Total - 56 + 57 terms Text Editor @@ -849,7 +861,7 @@ Net Total - 57 + 58 contact_section Section Break @@ -863,7 +875,7 @@ Net Total - 58 + 59 supplier_address Link @@ -884,7 +896,7 @@ Net Total - 59 + 60 contact_person Link @@ -905,7 +917,7 @@ Net Total - 60 + 61 printing_settings Section Break @@ -917,7 +929,7 @@ Net Total - 61 + 62 select_print_heading Link @@ -938,7 +950,7 @@ Net Total - 62 + 63 letter_head Link @@ -959,7 +971,7 @@ Net Total - 63 + 64 more_info Section Break @@ -973,7 +985,7 @@ Net Total - 64 + 65 status Select @@ -991,7 +1003,7 @@ Cancelled - 65 + 66 is_subcontracted Select @@ -1007,7 +1019,7 @@ No - 66 + 67 column_break_57 Column Break @@ -1019,7 +1031,7 @@ No - 67 + 68 fiscal_year Link diff --git a/erpnext/docs/current/models/buying/supplier_quotation_item.html b/erpnext/docs/current/models/buying/supplier_quotation_item.md similarity index 99% rename from erpnext/docs/current/models/buying/supplier_quotation_item.html rename to erpnext/docs/current/models/buying/supplier_quotation_item.md index efe028f8e78..2863e07e2f4 100644 --- a/erpnext/docs/current/models/buying/supplier_quotation_item.html +++ b/erpnext/docs/current/models/buying/supplier_quotation_item.md @@ -7,7 +7,7 @@
    - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x + + + + +

    DocTypes for home

    + +{index} + + \ No newline at end of file diff --git a/erpnext/docs/user/guides/CRM/.txt b/erpnext/docs/current/models/home/index.txt similarity index 100% rename from erpnext/docs/user/guides/CRM/.txt rename to erpnext/docs/current/models/home/index.txt diff --git a/erpnext/docs/current/models/hr/appraisal.html b/erpnext/docs/current/models/hr/appraisal.md similarity index 99% rename from erpnext/docs/current/models/hr/appraisal.html rename to erpnext/docs/current/models/hr/appraisal.md index 73f95788c63..56dc3fcdff6 100644 --- a/erpnext/docs/current/models/hr/appraisal.html +++ b/erpnext/docs/current/models/hr/appraisal.md @@ -7,7 +7,7 @@
    - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x Class BackDatedAllocationError + +

    Inherits from frappe.exceptions.ValidationError + +

    +
    +
    + +
    +
    + + + + +

    Class LeaveAllocation

    Inherits from frappe.model.document.Document @@ -270,118 +285,6 @@ -

    - - - allow_carry_forward - (self) -

    -

    check whether carry forward is allowed or not for this leave type

    -
    -
    - - - - - -

    - - - check_existing_leave_allocation - (self) -

    -

    check whether leave for same type is already allocated or not

    -
    -
    - - - - - -

    - - - get_carry_forwarded_leaves - (self) -

    -

    No docs

    -
    -
    - - - - - -

    - - - get_leave_bal - (self) -

    -

    No docs

    -
    -
    - - - - - -

    - - - get_leaves_allocated - (self) -

    -

    No docs

    -
    -
    - - - - - -

    - - - get_leaves_applied - (self) -

    -

    No docs

    -
    -
    - - - - - -

    - - - get_total_allocated_leaves - (self) -

    -

    No docs

    -
    -
    - - - - - -

    - - - on_update - (self) -

    -

    No docs

    -
    -
    - - - - -

    @@ -396,6 +299,20 @@ +

    + + + set_total_leaves_allocated + (self) +

    +

    No docs

    +
    +
    + + + + +

    @@ -410,6 +327,48 @@ +

    + + + validate_against_leave_applications + (self) +

    +

    No docs

    +
    +
    + + + + + +

    + + + validate_allocation_overlap + (self) +

    +

    No docs

    +
    +
    + + + + + +

    + + + validate_back_dated_allocation + (self) +

    +

    No docs

    +
    +
    + + + + +

    @@ -442,7 +401,7 @@ validate_total_leaves_allocated - (self, leave_det) + (self)

    No docs

    @@ -454,6 +413,100 @@ + + +

    Class LessAllocationError

    + +

    Inherits from frappe.exceptions.ValidationError + +

    +
    +
    + +
    +
    + + + + + +

    Class OverAllocationError

    + +

    Inherits from frappe.exceptions.ValidationError + +

    +
    +
    + +
    +
    + + + + + +

    Class OverlapError

    + +

    Inherits from frappe.exceptions.ValidationError + +

    +
    +
    + +
    +
    + + + + + +

    Class ValueMultiplierError

    + +

    Inherits from frappe.exceptions.ValidationError + +

    +
    +
    + +
    +
    + + + + + + +

    Public API +
    /api/method/erpnext.hr.doctype.leave_allocation.leave_allocation.get_carry_forwarded_leaves +

    +

    + + + erpnext.hr.doctype.leave_allocation.leave_allocation.get_carry_forwarded_leaves + (employee, leave_type, date, carry_forward=None) +

    +

    No docs

    +
    +
    + + + + + + + +

    + + + erpnext.hr.doctype.leave_allocation.leave_allocation.validate_carry_forward + (leave_type) +

    +

    No docs

    +
    +
    + + + diff --git a/erpnext/docs/current/models/hr/leave_application.html b/erpnext/docs/current/models/hr/leave_application.md similarity index 90% rename from erpnext/docs/current/models/hr/leave_application.html rename to erpnext/docs/current/models/hr/leave_application.md index f90bbd2b107..bc91ea5060b 100644 --- a/erpnext/docs/current/models/hr/leave_application.html +++ b/erpnext/docs/current/models/hr/leave_application.md @@ -7,7 +7,7 @@
    - Version 6.7.7 + Version 6.x.x 20 - fiscal_year - - Link - - Fiscal Year - - - - - - - -Fiscal Year - - - - - - - - 21 follow_via_email Check @@ -331,7 +310,7 @@ Rejected - 22 + 21 column_break_17 Column Break @@ -343,7 +322,7 @@ Rejected - 23 + 22 company Link @@ -364,7 +343,7 @@ Rejected - 24 + 23 letter_head Link @@ -385,7 +364,7 @@ Rejected - 25 + 24 amended_from Link @@ -459,34 +438,6 @@ Rejected -

    - - - get_holidays - (self) -

    -

    No docs

    -
    -
    - - - - - -

    - - - get_total_leave_days - (self) -

    -

    No docs

    -
    -
    - - - - -

    @@ -599,6 +550,20 @@ Rejected +

    + + + validate_back_dated_application + (self) +

    +

    No docs

    +
    +
    + + + + +

    @@ -627,6 +592,34 @@ Rejected +

    + + + validate_dates + (self) +

    +

    No docs

    +
    +
    + + + + + +

    + + + validate_dates_acorss_allocation + (self) +

    +

    No docs

    +
    +
    + + + + +

    @@ -666,20 +659,6 @@ Rejected
    - - - -

    - - - validate_to_date - (self) -

    -

    No docs

    -
    -
    - -

    @@ -797,6 +776,22 @@ Rejected + +

    + + + erpnext.hr.doctype.leave_application.leave_application.get_approved_leaves_for_period + (employee, leave_type, from_date, to_date) +

    +

    No docs

    +
    +
    + + + + + +

    Public API
    /api/method/erpnext.hr.doctype.leave_application.leave_application.get_approvers

    @@ -838,7 +833,23 @@ Rejected erpnext.hr.doctype.leave_application.leave_application.get_holidays - (leave_app) + (employee, from_date, to_date) +

    +

    No docs

    +
    +
    + + + + + + + +

    + + + erpnext.hr.doctype.leave_application.leave_application.get_leave_allocation_records + (date, employee=None)

    No docs

    @@ -850,13 +861,13 @@ Rejected

    Public API -
    /api/method/erpnext.hr.doctype.leave_application.leave_application.get_leave_balance +
    /api/method/erpnext.hr.doctype.leave_application.leave_application.get_leave_balance_on

    - + - erpnext.hr.doctype.leave_application.leave_application.get_leave_balance - (employee, leave_type, from_date, to_date) + erpnext.hr.doctype.leave_application.leave_application.get_leave_balance_on + (employee, leave_type, date, allocation_records=None)

    No docs

    @@ -868,13 +879,13 @@ Rejected

    Public API -
    /api/method/erpnext.hr.doctype.leave_application.leave_application.get_total_leave_days +
    /api/method/erpnext.hr.doctype.leave_application.leave_application.get_number_of_leave_days

    - + - erpnext.hr.doctype.leave_application.leave_application.get_total_leave_days - (leave_app) + erpnext.hr.doctype.leave_application.leave_application.get_number_of_leave_days + (employee, leave_type, from_date, to_date, half_day=None)

    No docs

    diff --git a/erpnext/docs/current/models/hr/leave_block_list.html b/erpnext/docs/current/models/hr/leave_block_list.md similarity index 99% rename from erpnext/docs/current/models/hr/leave_block_list.html rename to erpnext/docs/current/models/hr/leave_block_list.md index 93e1ea93f46..087355505b6 100644 --- a/erpnext/docs/current/models/hr/leave_block_list.html +++ b/erpnext/docs/current/models/hr/leave_block_list.md @@ -7,7 +7,7 @@
    - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x -

    - - - get_month_details - (self, year, month) -

    -

    No docs

    -
    -
    - - - - -

    @@ -562,6 +548,22 @@ which are not submitted

    + + + + +

    + + + erpnext.hr.doctype.process_payroll.process_payroll.get_month_details + (year, month) +

    +

    No docs

    +
    +
    + + + diff --git a/erpnext/docs/current/models/hr/salary_slip.html b/erpnext/docs/current/models/hr/salary_slip.md similarity index 99% rename from erpnext/docs/current/models/hr/salary_slip.html rename to erpnext/docs/current/models/hr/salary_slip.md index 0243457d62a..aeece37baba 100644 --- a/erpnext/docs/current/models/hr/salary_slip.html +++ b/erpnext/docs/current/models/hr/salary_slip.md @@ -7,7 +7,7 @@
    - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x 1 + transaction + + Select + + Transaction + + + +
    +Sales Order
    +Purchase Order
    +Quotation
    +Delivery Note
    +Sales Invoice
    +Purchase Invoice
    +Purchase Receipt
    +Appraisal
    + + + + + 2 + based_on + + Select + + Based On + + + +
    +Grand Total
    +Average Discount
    +Customerwise Discount
    +Itemwise Discount
    +Not Applicable
    + + + + + 3 + customer_or_item + + Select + + Customer or Item + + + +
    Customer
    +Item
    + + + + + 4 + master_name + + Dynamic Link + + Customer / Item Name + + + +
    customer_or_item
    + + + + + 5 + column_break_3 + + Column Break + + + + + + + + + 6 company Link @@ -59,68 +141,44 @@ - - 2 - transaction + + 7 + section_break_17 - Select + Section Break - Transaction + - -
    -Delivery Note
    -Purchase Invoice
    -Purchase Order
    -Purchase Receipt
    -Quotation
    -Sales Invoice
    -Sales Order
    -Appraisal
    - + - 3 - based_on + 8 + value - Select + Float - Based On + Authorized Value - -
    -Grand Total
    -Average Discount
    -Customerwise Discount
    -Itemwise Discount
    -Not Applicable
    + + + + + 9 + section_break_7 + + Section Break + + + + - 4 - master_name - - Link - - Customer / Item Name - - - - - - - - - - - - - - 5 + 10 system_role Link @@ -141,7 +199,40 @@ Not Applicable - 6 + 11 + to_emp + + Link + + Applicable To (Employee) + + + + + + + +
    Employee + + + + + + + + 12 + column_break_10 + + Column Break + + + + + + + + + 13 system_user Link @@ -162,36 +253,13 @@ Not Applicable - 7 - to_emp - - Link - - Applicable To (Employee) -

    - This will be used for setting rule in HR module

    - - - - - - -Employee - - - - - - - - 8 + 14 to_designation Link Applicable To (Designation) -

    - This will be used for setting rule in HR module

    + @@ -205,13 +273,25 @@ Not Applicable + + 15 + section_break_13 + + Section Break + + + + + + + - 9 + 16 approving_role Link - Approving Role + Approving Role (above authorized value) @@ -227,12 +307,24 @@ Not Applicable - 10 + 17 + column_break_15 + + Column Break + + + + + + + + + 18 approving_user Link - Approving User + Approving User (above authorized value) @@ -247,18 +339,6 @@ Not Applicable - - 11 - value - - Float - - Above Value - - - - - diff --git a/erpnext/docs/current/models/setup/brand.html b/erpnext/docs/current/models/setup/brand.md similarity index 99% rename from erpnext/docs/current/models/setup/brand.html rename to erpnext/docs/current/models/setup/brand.md index 9828aee8d08..7b8ec7f598e 100644 --- a/erpnext/docs/current/models/setup/brand.html +++ b/erpnext/docs/current/models/setup/brand.md @@ -7,7 +7,7 @@
    - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x -
  • - - -Bank Reconciliation - -
  • - - -
  • diff --git a/erpnext/docs/current/models/setup/currency_exchange.html b/erpnext/docs/current/models/setup/currency_exchange.md similarity index 99% rename from erpnext/docs/current/models/setup/currency_exchange.html rename to erpnext/docs/current/models/setup/currency_exchange.md index ce999a5e159..03167d7b9be 100644 --- a/erpnext/docs/current/models/setup/currency_exchange.html +++ b/erpnext/docs/current/models/setup/currency_exchange.md @@ -7,7 +7,7 @@
  • - - -
  • diff --git a/erpnext/docs/current/models/setup/website_item_group.html b/erpnext/docs/current/models/setup/website_item_group.md similarity index 98% rename from erpnext/docs/current/models/setup/website_item_group.html rename to erpnext/docs/current/models/setup/website_item_group.md index 37e5e401c2d..8562a302614 100644 --- a/erpnext/docs/current/models/setup/website_item_group.html +++ b/erpnext/docs/current/models/setup/website_item_group.md @@ -7,7 +7,7 @@
    - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x -
  • - - -Stock UOM Replace Utility - -
  • - - -
  • diff --git a/erpnext/docs/current/models/stock/item_attribute.html b/erpnext/docs/current/models/stock/item_attribute.md similarity index 99% rename from erpnext/docs/current/models/stock/item_attribute.html rename to erpnext/docs/current/models/stock/item_attribute.md index 5a4485710ad..d5870a6e110 100644 --- a/erpnext/docs/current/models/stock/item_attribute.html +++ b/erpnext/docs/current/models/stock/item_attribute.md @@ -7,7 +7,7 @@
    - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - + 10 + get_items_from_product_bundle + + Button + + Get Items from Product Bundle + + + + + + + 11 more_info Section Break @@ -198,7 +210,7 @@ Material Issue - 11 + 12 requested_by Data @@ -210,7 +222,7 @@ Material Issue - 12 + 13 transaction_date Date @@ -222,7 +234,7 @@ Material Issue - 13 + 14 column_break2 Column Break @@ -234,7 +246,7 @@ Material Issue - 14 + 15 status Select @@ -252,7 +264,7 @@ Cancelled - 15 + 16 per_ordered Percent @@ -264,7 +276,7 @@ Cancelled - 16 + 17 printing_details Section Break @@ -276,7 +288,7 @@ Cancelled - 17 + 18 letter_head Link @@ -297,7 +309,7 @@ Cancelled - 18 + 19 select_print_heading Link @@ -318,7 +330,7 @@ Cancelled - 19 + 20 terms_section_break Section Break @@ -332,7 +344,7 @@ Cancelled - 20 + 21 tc_name Link @@ -353,7 +365,7 @@ Cancelled - 21 + 22 terms Text Editor diff --git a/erpnext/docs/current/models/stock/material_request_item.html b/erpnext/docs/current/models/stock/material_request_item.md similarity index 99% rename from erpnext/docs/current/models/stock/material_request_item.html rename to erpnext/docs/current/models/stock/material_request_item.md index afe06b224a9..960226e0ac2 100644 --- a/erpnext/docs/current/models/stock/material_request_item.html +++ b/erpnext/docs/current/models/stock/material_request_item.md @@ -7,7 +7,7 @@
    - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x diff --git a/erpnext/docs/current/models/stock/price_list_country.html b/erpnext/docs/current/models/stock/price_list_country.md similarity index 98% rename from erpnext/docs/current/models/stock/price_list_country.html rename to erpnext/docs/current/models/stock/price_list_country.md index 5c96c3204f2..1854b6962f1 100644 --- a/erpnext/docs/current/models/stock/price_list_country.html +++ b/erpnext/docs/current/models/stock/price_list_country.md @@ -7,7 +7,7 @@
    - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - + 27 + get_items_from_product_bundle + + Button + + Get Items from Product Bundle + + + + + + + 28 section_break0 Section Break @@ -430,7 +442,7 @@ PREC-RET- - 28 + 29 base_total Currency @@ -444,7 +456,7 @@ PREC-RET- - 29 + 30 base_net_total Currency @@ -458,7 +470,7 @@ PREC-RET- - 30 + 31 column_break_27 Column Break @@ -470,7 +482,7 @@ PREC-RET- - 31 + 32 total Currency @@ -484,7 +496,7 @@ PREC-RET- - 32 + 33 net_total Currency @@ -498,7 +510,7 @@ PREC-RET- - 33 + 34 taxes_section Section Break @@ -513,7 +525,7 @@ PREC-RET- - 34 + 35 taxes_and_charges Link @@ -534,7 +546,7 @@ PREC-RET- - 35 + 36 taxes Table @@ -555,7 +567,7 @@ PREC-RET- - 36 + 37 other_charges_calculation HTML @@ -567,7 +579,7 @@ PREC-RET- - 37 + 38 totals Section Break @@ -581,7 +593,7 @@ PREC-RET- - 38 + 39 base_taxes_and_charges_added Currency @@ -595,7 +607,7 @@ PREC-RET- - 39 + 40 base_taxes_and_charges_deducted Currency @@ -609,7 +621,7 @@ PREC-RET- - 40 + 41 base_total_taxes_and_charges Currency @@ -623,7 +635,7 @@ PREC-RET- - 41 + 42 column_break3 Column Break @@ -635,7 +647,7 @@ PREC-RET- - 42 + 43 taxes_and_charges_added Currency @@ -649,7 +661,7 @@ PREC-RET- - 43 + 44 taxes_and_charges_deducted Currency @@ -663,7 +675,7 @@ PREC-RET- - 44 + 45 total_taxes_and_charges Currency @@ -677,7 +689,7 @@ PREC-RET- - 45 + 46 section_break_42 Section Break @@ -689,7 +701,7 @@ PREC-RET- - 46 + 47 apply_discount_on Select @@ -705,7 +717,7 @@ Net Total - 47 + 48 column_break_44 Column Break @@ -717,7 +729,7 @@ Net Total - 48 + 49 discount_amount Currency @@ -731,7 +743,7 @@ Net Total - 49 + 50 base_discount_amount Currency @@ -745,7 +757,7 @@ Net Total - 50 + 51 section_break_46 Section Break @@ -757,7 +769,7 @@ Net Total - 51 + 52 base_grand_total Currency @@ -771,7 +783,7 @@ Net Total - 52 + 53 base_in_words Data @@ -783,7 +795,7 @@ Net Total - 53 + 54 base_rounded_total Currency @@ -797,7 +809,7 @@ Net Total - 54 + 55 column_break_50 Column Break @@ -809,7 +821,7 @@ Net Total - 55 + 56 grand_total Currency @@ -823,7 +835,7 @@ Net Total - 56 + 57 in_words Data @@ -835,7 +847,7 @@ Net Total - 57 + 58 terms_section_break Section Break @@ -849,7 +861,7 @@ Net Total - 58 + 59 tc_name Link @@ -870,7 +882,7 @@ Net Total - 59 + 60 terms Text Editor @@ -882,7 +894,7 @@ Net Total - 60 + 61 contact_section Section Break @@ -896,7 +908,7 @@ Net Total - 61 + 62 supplier_address Link @@ -917,7 +929,7 @@ Net Total - 62 + 63 column_break_57 Column Break @@ -929,7 +941,7 @@ Net Total - 63 + 64 contact_person Link @@ -950,7 +962,7 @@ Net Total - 64 + 65 raw_material_details Section Break @@ -964,7 +976,7 @@ Net Total - 65 + 66 is_subcontracted Select @@ -979,7 +991,7 @@ Yes - 66 + 67 supplier_warehouse Link @@ -1000,7 +1012,7 @@ Yes - 67 + 68 supplied_items Table @@ -1021,7 +1033,7 @@ Yes - 68 + 69 bill_no Data @@ -1033,7 +1045,7 @@ Yes - 69 + 70 bill_date Date @@ -1045,7 +1057,7 @@ Yes - 70 + 71 more_info Section Break @@ -1059,7 +1071,7 @@ Yes - 71 + 72 status Select @@ -1077,7 +1089,7 @@ Closed - 72 + 73 rejected_warehouse Link @@ -1099,7 +1111,7 @@ Closed - 73 + 74 amended_from Link @@ -1120,7 +1132,7 @@ Closed - 74 + 75 range Data @@ -1132,7 +1144,7 @@ Closed - 75 + 76 column_break4 Column Break @@ -1144,7 +1156,7 @@ Closed - 76 + 77 company Link @@ -1165,7 +1177,7 @@ Closed - 77 + 78 fiscal_year Link @@ -1186,7 +1198,7 @@ Closed - 78 + 79 printing_settings Section Break @@ -1198,7 +1210,7 @@ Closed - 79 + 80 letter_head Link @@ -1219,7 +1231,7 @@ Closed - 80 + 81 select_print_heading Link @@ -1240,7 +1252,7 @@ Closed - 81 + 82 other_details HTML @@ -1252,7 +1264,7 @@ Closed - 82 + 83 instructions Small Text @@ -1264,7 +1276,7 @@ Closed - 83 + 84 remarks Small Text @@ -1276,7 +1288,7 @@ Closed - 84 + 85 transporter_info Section Break @@ -1290,7 +1302,7 @@ Closed - 85 + 86 transporter_name Data @@ -1302,7 +1314,7 @@ Closed - 86 + 87 column_break5 Column Break @@ -1314,7 +1326,7 @@ Closed - 87 + 88 lr_no Data @@ -1326,7 +1338,7 @@ Closed - 88 + 89 lr_date Date diff --git a/erpnext/docs/current/models/stock/purchase_receipt_item.html b/erpnext/docs/current/models/stock/purchase_receipt_item.md similarity index 99% rename from erpnext/docs/current/models/stock/purchase_receipt_item.html rename to erpnext/docs/current/models/stock/purchase_receipt_item.md index d1dd00c0043..f457977a230 100644 --- a/erpnext/docs/current/models/stock/purchase_receipt_item.html +++ b/erpnext/docs/current/models/stock/purchase_receipt_item.md @@ -7,7 +7,7 @@
    - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - - 8 - get_items - - Button - - Get Items - - - - - - 9 + 8 section_break_9 Section Break @@ -174,7 +162,7 @@ This tool helps you to update or fix the quantity and valuation of stock in the - 10 + 9 expense_account Link @@ -195,7 +183,7 @@ This tool helps you to update or fix the quantity and valuation of stock in the - 11 + 10 cost_center Link @@ -216,7 +204,7 @@ This tool helps you to update or fix the quantity and valuation of stock in the - 12 + 11 reconciliation_json Long Text @@ -228,7 +216,7 @@ This tool helps you to update or fix the quantity and valuation of stock in the - 13 + 12 column_break_13 Column Break @@ -240,7 +228,7 @@ This tool helps you to update or fix the quantity and valuation of stock in the - 14 + 13 difference_amount Currency @@ -252,7 +240,7 @@ This tool helps you to update or fix the quantity and valuation of stock in the - 15 + 14 fold_15 Fold @@ -264,7 +252,7 @@ This tool helps you to update or fix the quantity and valuation of stock in the - 16 + 15 section_break_16 Section Break @@ -276,7 +264,7 @@ This tool helps you to update or fix the quantity and valuation of stock in the - 17 + 16 fiscal_year Link @@ -559,6 +547,24 @@ This tool helps you to update or fix the quantity and valuation of stock in the + + + +

    Public API +
    /api/method/erpnext.stock.doctype.stock_reconciliation.stock_reconciliation.get_stock_balance_for +

    +

    + + + erpnext.stock.doctype.stock_reconciliation.stock_reconciliation.get_stock_balance_for + (item_code, warehouse, posting_date, posting_time) +

    +

    No docs

    +
    +
    + + + diff --git a/erpnext/docs/current/models/stock/stock_reconciliation_item.html b/erpnext/docs/current/models/stock/stock_reconciliation_item.md similarity index 94% rename from erpnext/docs/current/models/stock/stock_reconciliation_item.html rename to erpnext/docs/current/models/stock/stock_reconciliation_item.md index 7e68b2049e1..7bd78ca6991 100644 --- a/erpnext/docs/current/models/stock/stock_reconciliation_item.html +++ b/erpnext/docs/current/models/stock/stock_reconciliation_item.md @@ -7,7 +7,7 @@
    - Version 6.7.7 + Version 6.x.x Quantity -

    - Leave blank if no change

    + @@ -112,8 +111,7 @@ Currency Valuation Rate -

    - Leave blank if no change

    + diff --git a/erpnext/docs/current/models/stock/stock_settings.html b/erpnext/docs/current/models/stock/stock_settings.md similarity index 99% rename from erpnext/docs/current/models/stock/stock_settings.html rename to erpnext/docs/current/models/stock/stock_settings.md index 6b7386ecd88..cc1aea5f562 100644 --- a/erpnext/docs/current/models/stock/stock_settings.html +++ b/erpnext/docs/current/models/stock/stock_settings.md @@ -7,7 +7,7 @@
    - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x diff --git a/erpnext/docs/current/models/support/index.html b/erpnext/docs/current/models/support/index.md similarity index 95% rename from erpnext/docs/current/models/support/index.html rename to erpnext/docs/current/models/support/index.md index e04bb347858..c72134dab58 100644 --- a/erpnext/docs/current/models/support/index.html +++ b/erpnext/docs/current/models/support/index.md @@ -4,7 +4,7 @@
    - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - Version 6.7.7 + Version 6.x.x - - -
    -

    Learn ERPNext Inside Out

    -

    Find detailed explanation for all ERPNext features

    -
    - -
    -
    - -
    -
    - - -
    -

    ERPNext helps you to manage all your business information in one application and use it to manage operations and take decisions based on data.

    - -

    Among other things, ERPNext will help you to:

    - -
      -
    • Track all Invoices and Payments.
    • -
    • Know what quantity of which product is available in stock.
    • -
    • Identify open customer queries.
    • -
    • Manage payroll.
    • -
    • Assign tasks and follow up on them.
    • -
    • Maintain a database of all your customers, suppliers and their contacts.
    • -
    • Prepare quotes.
    • -
    • Get reminders on maintenance schedules.
    • -
    • Publish your website.
    • -
    - -

    And a lot lot lot more.

    - -
    - - - -
    - -
    -

    Author

    - -

    Frappe Technologies Pvt. Ltd. (info@erpnext.com)

    -
    - - - - \ No newline at end of file diff --git a/erpnext/docs/index.md b/erpnext/docs/index.md new file mode 100644 index 00000000000..dae6878c3eb --- /dev/null +++ b/erpnext/docs/index.md @@ -0,0 +1,88 @@ + + + + + +
    +
    +
    +
    +

    ERPNext Documentation

    +

    Detailed explanation for all ERPNext features and developer API

    +
    +
    +
    + +
    +
    +
    +
    +
    + + + +
    +
    +
    +

    ERPNext is a fully featured ERP system designed for Small and Medium Sized +business. ERPNext covers a wide range of features including Accounting, CRM, +Inventory management, Selling, Purchasing, Manufacturing, Projects, HR & +Payroll, Website, E-Commerce and much more.

    + +

    ERPNext is based on the Frappe Framework is highly customizable and extendable. +You can create Custom Form, Fields, Scripts and can also create your own Apps +to extend ERPNext functionality.

    + +

    ERPNext is Open Source under the GNU General Public Licence v3 and has been +listed as one of the Best Open Source Softwares in the world by my online +blogs.

    + +
    +
    +
    + + + +
    +
    +
    +

    Install

    +

    From your site

    +

    To install this app, login to your site and click on "Installer". Search for ERPNext and click on "Install"

    +

    Using Bench

    +

    Go to your bench folder and setup the new app

    +
    $ bench get-app erpnext https://github.com/frappe/erpnext
    +$ bench new-site testsite
    +$ bench --site testsite install-app erpnext
    +

    Login to your site to configure the app.

    +

    Detailed Installation Steps

    +
    +
    +

    Author

    + +

    Frappe Technologies Pvt. Ltd. (info@erpnext.com)

    +
    +
    +
    + + + + \ No newline at end of file diff --git a/erpnext/docs/license.html b/erpnext/docs/license.md similarity index 100% rename from erpnext/docs/license.html rename to erpnext/docs/license.md diff --git a/erpnext/docs/temp.py b/erpnext/docs/temp.py new file mode 100644 index 00000000000..c2a9309b62e --- /dev/null +++ b/erpnext/docs/temp.py @@ -0,0 +1,21 @@ +from __future__ import unicode_literals + +import os + +for basepath, folders, files in os.walk("user"): + if "index.txt" in files: + with open(os.path.join(basepath, "index.txt"), "r") as i: + in_index = i.read().splitlines() + + missing = [] + + for f in files: + name = f.rsplit(".", 1)[0] + if name not in in_index and name != "index": + missing.append(f) + + if missing: + print missing + with open(os.path.join(basepath, "index.txt"), "w") as i: + i.write("\n".join(in_index + missing)) + diff --git a/erpnext/docs/user/guides/CRM/setup/campaign.md b/erpnext/docs/user/guides/CRM/setup/campaign.md deleted file mode 100644 index 36b55c3e12f..00000000000 --- a/erpnext/docs/user/guides/CRM/setup/campaign.md +++ /dev/null @@ -1,20 +0,0 @@ -A Campaign is a full-scale implementation of a sales strategy to promote a -product or a service. This is done in a market segment of a particular -geographical area, to achieve specified objectives. - -Campaign - -You can track [Lead]({{url_prefix}}/user/guides/crm/lead.html), [Opportunity]({{url_prefix}}/user/guides/crm/opportunity.html), [Quotation]({{url_prefix}}/user/guides/selling/quotation.html) against a campaign. - -###Track Leads against Campaign - -* To track a 'Lead' against a campaign select 'View Leads'. - -Campaign - View Leads - -* You shall get a filtered list of all leads made against that campaign. -* You can also create new leads by clicking 'New' - -Campaign - New Lead - -{next} \ No newline at end of file diff --git a/erpnext/docs/user/guides/customer-portal/issues.md b/erpnext/docs/user/guides/customer-portal/issues.md deleted file mode 100644 index 478e1b9e1bd..00000000000 --- a/erpnext/docs/user/guides/customer-portal/issues.md +++ /dev/null @@ -1,22 +0,0 @@ -The customer portal makes it very easy for a customer to raise concerns. A -simple and intuitive interface facilitates your customer to report their -concerns as Issues. They can view the complete thread of their -conversation. - -#### Empty Ticket List - -![Ticket List]({{url_prefix}}/assets/old_images/erpnext/portal-ticket-list-empty.png) - -#### New Issue - -![New Ticket]({{url_prefix}}/assets/old_images/erpnext/portal-new-ticket.png) - -#### Open Issue - -![Open Issue]({{url_prefix}}/assets/old_images/erpnext/portal-ticket-1.png) - -#### Reply on Issue - -![Reply Issue]({{url_prefix}}/assets/old_images/erpnext/portal-ticket-reply.png) - -{next} diff --git a/erpnext/docs/user/guides/human-resources/human-resources-reports.md b/erpnext/docs/user/guides/human-resources/human-resources-reports.md deleted file mode 100644 index 20d792b3192..00000000000 --- a/erpnext/docs/user/guides/human-resources/human-resources-reports.md +++ /dev/null @@ -1,34 +0,0 @@ -Human Resources Reports - -### Employee Leave Balance - -Employee Leave Balance Report shows employees and their respective balance leaves under various leave types. Report is generated as per the number of allowed leaves. - -Employee Leave Balance - -### Employee Birthday - -Employee Birthday Report shows Birthdays of your employees. - -Employee Birthday - -### Employee Information - -Employee Information Report shows Report View of important information recorded in Employee master. - -Employee Information - -### Monthly Salary Register - -Monthly Salary Register shows net pay and its components of employee(s) at a glance. - -Monthly Salary Register - - -### Monthly Attendance Sheet - -Monthly Attendance Sheet shows monthly attendance of selected employee at a glance. - -Monthly Attendance Sheet - -{next} diff --git a/erpnext/docs/user/guides/human-resources/introduction-to-human-resources.md b/erpnext/docs/user/guides/human-resources/introduction-to-human-resources.md deleted file mode 100644 index 8d4da2fedba..00000000000 --- a/erpnext/docs/user/guides/human-resources/introduction-to-human-resources.md +++ /dev/null @@ -1,11 +0,0 @@ -The Human Resources (HR) Module covers the processes linked to managing a team -of co-workers. Most important feature here is processing the payroll by using -Process Payroll to generate Salary Slips. Most countries have complex tax -rules stating which expenses the company can make on behalf of the Employees. -There are a set of rules for the company to deduct taxes and social security -from employee payroll. ERPNext allows to accomodate all types of taxes and -their calculation. - -It also maintains a complete employee database including contact information, -salary details, attendance, performance evaluation, and appraisal records. - diff --git a/erpnext/docs/user/guides/human-resources/setup/branch.md b/erpnext/docs/user/guides/human-resources/setup/branch.md deleted file mode 100644 index 9fc71d534d6..00000000000 --- a/erpnext/docs/user/guides/human-resources/setup/branch.md +++ /dev/null @@ -1,5 +0,0 @@ -Branches of your organization - -Branch - -{next} diff --git a/erpnext/docs/user/guides/human-resources/setup/department.md b/erpnext/docs/user/guides/human-resources/setup/department.md deleted file mode 100644 index 8376626751e..00000000000 --- a/erpnext/docs/user/guides/human-resources/setup/department.md +++ /dev/null @@ -1,5 +0,0 @@ -Departments in your organization - -Department - -{next} \ No newline at end of file diff --git a/erpnext/docs/user/guides/human-resources/setup/designation.md b/erpnext/docs/user/guides/human-resources/setup/designation.md deleted file mode 100644 index c8af1069b72..00000000000 --- a/erpnext/docs/user/guides/human-resources/setup/designation.md +++ /dev/null @@ -1,5 +0,0 @@ -Designations in your organization - -Designation - -{next} \ No newline at end of file diff --git a/erpnext/docs/user/guides/human-resources/setup/employment-type.md b/erpnext/docs/user/guides/human-resources/setup/employment-type.md deleted file mode 100644 index 84b6aad470a..00000000000 --- a/erpnext/docs/user/guides/human-resources/setup/employment-type.md +++ /dev/null @@ -1,5 +0,0 @@ -Various employment contracts you have with your employees. - -Employment Type - -{next} \ No newline at end of file diff --git a/erpnext/docs/user/guides/human-resources/setup/holiday-list.md b/erpnext/docs/user/guides/human-resources/setup/holiday-list.md deleted file mode 100644 index ea64cdfa452..00000000000 --- a/erpnext/docs/user/guides/human-resources/setup/holiday-list.md +++ /dev/null @@ -1,5 +0,0 @@ -You can specify the Holidays for a particular year using Holiday List. - -Holiday List - -{next} \ No newline at end of file diff --git a/erpnext/docs/user/guides/human-resources/setup/hr-settings.md b/erpnext/docs/user/guides/human-resources/setup/hr-settings.md deleted file mode 100644 index f349fc74f19..00000000000 --- a/erpnext/docs/user/guides/human-resources/setup/hr-settings.md +++ /dev/null @@ -1,7 +0,0 @@ -# HR Settings - -GLobal settings for HR related documents - -HR Settings - -{next} \ No newline at end of file diff --git a/erpnext/docs/user/guides/human-resources/setup/leave-allocation.md b/erpnext/docs/user/guides/human-resources/setup/leave-allocation.md deleted file mode 100644 index 985b0c0e610..00000000000 --- a/erpnext/docs/user/guides/human-resources/setup/leave-allocation.md +++ /dev/null @@ -1,7 +0,0 @@ -Helps you allocate Leaves to a particular Employee - -Leave Allocation - -To assign leaves to multiple employees use the [Leave Allocation Tool]({{url_prefix}}/user/guides/human-resources/tools/leave-allocation-tool.html) - -{next} \ No newline at end of file diff --git a/erpnext/docs/user/guides/human-resources/tools/leave-allocation-tool.md b/erpnext/docs/user/guides/human-resources/tools/leave-allocation-tool.md deleted file mode 100644 index a1fa8018fe1..00000000000 --- a/erpnext/docs/user/guides/human-resources/tools/leave-allocation-tool.md +++ /dev/null @@ -1,5 +0,0 @@ -Leave Allocation tool helps you allocated a specific number of leaves for your employees. - -Leave Application - -{next} \ No newline at end of file diff --git a/erpnext/docs/user/guides/index.md b/erpnext/docs/user/guides/index.md deleted file mode 100644 index 454b4a834f3..00000000000 --- a/erpnext/docs/user/guides/index.md +++ /dev/null @@ -1,3 +0,0 @@ -# User Manual - -{index} \ No newline at end of file diff --git a/erpnext/docs/user/guides/projects/introduction-to-projects.md b/erpnext/docs/user/guides/projects/introduction-to-projects.md deleted file mode 100644 index 85a67b94f77..00000000000 --- a/erpnext/docs/user/guides/projects/introduction-to-projects.md +++ /dev/null @@ -1,10 +0,0 @@ -ERPNext helps you manage your Projects by breaking them into Tasks and -allocating them to different people. - -Purchasing and selling can also be tracked against Projects and this can help -the company keep tabs on its budget, delivery and profitability for a Project. - -Projects can be used to manage internal projects, manufacturing jobs or -service jobs. For service jobs, Time Sheets can also be created that can be -used to bill Customers if billing is done on a Time & Money basis. - diff --git a/erpnext/docs/user/guides/projects/project.md b/erpnext/docs/user/guides/projects/project.md deleted file mode 100644 index 9b265c0abbe..00000000000 --- a/erpnext/docs/user/guides/projects/project.md +++ /dev/null @@ -1,87 +0,0 @@ -Project management in ERPNext is Task driven. You can create Project and assign multiple Tasks against it. - -Project - -### Managing tasks -Project can be divided into multiple Tasks. -Task can be created via Project document itself or can be created via [Task]({{url_prefix}}/user/guides/projects/tasks.html) - -Project - -* To view Task made against a Project click on 'Tasks' - -Project - View Task - -Project - Task List - -* You can also view the Tasks from the Project document itself - -Project - Task Grid - -### Managing time - -ERPNext uses [Time Log]({{url_prefix}}/user/guides/projects/time-log.html) to track the progress of a Project. -You can create Time Logs against each task. -The Actual Start and End Time along with the costing shall then be updated based on the Time Log. - -* To view Time Log made against a Project click on 'Time Logs' - -Project - View Time Log - -Project - Time Log List - -* You can also create a Time Log directlly and link it to the Project. - -Project - Link Time Log - -### Managing expenses - -You can book [Expense Claim]({{url_prefix}}/user/guides/human-resources/expense-claim.html) against a project task. -The system shall update the total amount from expense claims in the project costing section. - -* To view Expense Claims made against a Project click on 'Expense Claims' - -Project - View Expense Claim - -* You can also create a Expense Claims directlly and link it to the Project. - -Project - Link Expense Claim - -* Total amount of Expense Claims booked against a project is shown under 'Total Expense Claim' in the Project Costing Section - -Project - Total Expense Claim - -### Cost Center - -You can make a [Cost Center]({{url_prefix}}/user/guides/accounts/setup/cost-center.html) against a Project or use an existing cost center to track all expenses made against that project. - -Project - Cost Center - -###Project Costing - -The Project Costing section helps you track the time and expenses incurred against the project. - -Project - Costing - -* The Costing Section is updated based on Time Logs made. - -* Gross Margin is the difference between Total Costing Amount and Total Billing Amount - -###Billing - -You can make/link a [Sales Order]({{url_prefix}}/user/guides/selling/sales-order.html) against a project. Once linked you can use the standard sales module to bill your customer against the Project. - -Project - Sales Order - -###Gantt Chart - -A Gantt Chart illustrates a project schedule. -ERPNext gives you a illustrated view of tasks scheduled against that project in Gantt Chart View. - -* To view gantt chart against a project, go to that project and click on 'Gantt Chart' - -Project - View Gantt Chart - -Project - Gantt Chart - -{next} diff --git a/erpnext/docs/user/guides/selling/setup/index.txt b/erpnext/docs/user/guides/selling/setup/index.txt deleted file mode 100644 index 245c1a90bd1..00000000000 --- a/erpnext/docs/user/guides/selling/setup/index.txt +++ /dev/null @@ -1,4 +0,0 @@ -selling-settings -sales-partner -shipping-rule -product-bundle \ No newline at end of file diff --git a/erpnext/docs/user/guides/setting-up/email/sending-email.md b/erpnext/docs/user/guides/setting-up/email/sending-email.md deleted file mode 100644 index 61a76c58075..00000000000 --- a/erpnext/docs/user/guides/setting-up/email/sending-email.md +++ /dev/null @@ -1,9 +0,0 @@ -# Sending Email from any Document - -In ERPNext you can send any document as email (with a PDF attachment) by clicking on `Menu > Email` from any open document. - -Send Email - -**Note:** You must have outgoing [email accounts]({{url_prefix}}/user/guides/setting-up/email/email-account.html) setup for this. - -{next} diff --git a/erpnext/docs/user/guides/setting-up/setup-wizard/step-9-suppliers.md b/erpnext/docs/user/guides/setting-up/setup-wizard/step-9-suppliers.md deleted file mode 100644 index 48bca9484a4..00000000000 --- a/erpnext/docs/user/guides/setting-up/setup-wizard/step-9-suppliers.md +++ /dev/null @@ -1,12 +0,0 @@ -# Step 8: Suppliers - -Enter a few of your Suppliers' names. - -Suppliers - ---- - -To understand Suppliers in detail visit [Supplier Master]({{url_prefix}}/user/guides/buying/supplier-master.html) - -{next} diff --git a/erpnext/docs/user/guides/stock/installation-note.md b/erpnext/docs/user/guides/stock/installation-note.md deleted file mode 100644 index c4e3bc0faed..00000000000 --- a/erpnext/docs/user/guides/stock/installation-note.md +++ /dev/null @@ -1,5 +0,0 @@ -You can use installation note to record the instalation of a product having a serial number. - -Installation Note - -{next} \ No newline at end of file diff --git a/erpnext/docs/user/guides/stock/item/index.txt b/erpnext/docs/user/guides/stock/item/index.txt deleted file mode 100644 index deaa805147d..00000000000 --- a/erpnext/docs/user/guides/stock/item/index.txt +++ /dev/null @@ -1,2 +0,0 @@ -item-codification -item-variants \ No newline at end of file diff --git a/erpnext/docs/user/guides/stock/setup/stock-settings.md b/erpnext/docs/user/guides/stock/setup/stock-settings.md deleted file mode 100644 index 409037a1e87..00000000000 --- a/erpnext/docs/user/guides/stock/setup/stock-settings.md +++ /dev/null @@ -1,5 +0,0 @@ -You can set default settings for your stock related transactions here. - -Stock Settings - -{next} \ No newline at end of file diff --git a/erpnext/docs/user/guides/website/index.txt b/erpnext/docs/user/guides/website/index.txt deleted file mode 100644 index cf794db0068..00000000000 --- a/erpnext/docs/user/guides/website/index.txt +++ /dev/null @@ -1,5 +0,0 @@ -web-page -blog-post -web-form -blogger -setup \ No newline at end of file diff --git a/erpnext/docs/user/guides/website/introduction-to-website.md b/erpnext/docs/user/guides/website/introduction-to-website.md deleted file mode 100644 index 82f95cb8723..00000000000 --- a/erpnext/docs/user/guides/website/introduction-to-website.md +++ /dev/null @@ -1,27 +0,0 @@ -Websites are a core component of any business and having a good website -usually means: - - * Invest lot of money. - * Difficult to update. - * Not interactive. - -Unless you are a web designer yourself. - -Wouldn't it be nice if there was a way to update your product catalog on your -site automatically from your ERP? - -We thought exactly the same and hence built a small Website Development app -right inside ERPNext! Using ERPNext’s Website module, you can - - 1. Create Web Pages - 2. Write a Blog - 3. Publish your Product Catalog using the Item master - -We will soon be adding a shopping cart facility so that your customers can -place orders and pay you online! - -Though not necessary, to make a good website, you might have to know a bit of -HTML / CSS or hire the services of a professional. The good part is that once -this is setup, you can add and edit content, blogs and products directly from -your ERP. - diff --git a/erpnext/docs/user/guides/website/product-listing-on-website.md b/erpnext/docs/user/guides/website/product-listing-on-website.md deleted file mode 100644 index 0acc8fae93d..00000000000 --- a/erpnext/docs/user/guides/website/product-listing-on-website.md +++ /dev/null @@ -1,68 +0,0 @@ -### Listing Item on Website - -To list your Item on the Website, fill the Item details and save the file. -Once the file is saved, a plus (+) button will appear next to the Image icon. -Click on the plus button and add your Item image. The html code will be -generated automatically. - -##### Step 1: Save Image - -![Webimage]({{url_prefix}}/assets/old_images/erpnext/item-webimage.png) - - - -##### Step 2: Check the 'Show in Website' box. - -Under the Website section, please check the box that says 'show in Website'. -Once the box is checked, the page will display other fields for entering -information. - -![Webimage]({{url_prefix}}/assets/old_images/erpnext/item-webimage-1.png) - - - -##### Step 3: Enter Website Details - -![Webimage]({{url_prefix}}/assets/old_images/erpnext/item-webimage-2.png) - -The page name will be generated automatically. Mention the Item-Group under -which the Item will be displayed. - -#### Item Groups - -Mention the Item Group under this column. If you wish to list your Item under -the broad category products, name your Item Group as Products. In case you -have various varieties of Item and want to classify them under different -names, make Item Groups with those names and check the box that says 'show in -Website'. For Example, if you wish to create a category called 'Bags', create -a Item Group named Bags. - -![Item Group]({{url_prefix}}/assets/old_images/erpnext/itemgroup-webimage-bags.png) - -Once the Item Group is created go to the Website Settings page under Website. -Enter the Label, Url, and Parent Label. - -![Item Group]({{url_prefix}}/assets/old_images/erpnext/itemgroup-website-settings.png) - - - -#### Webpage labels - -![Webpage]({{url_prefix}}/assets/old_images/erpnext/webpage-labels.png) - -Add more Items under a particular Item Group. - -To add more Items under a certain Label, mention the Item Group on the Item -Page. The Items will be added automatically on the Webpage, under the Item -Group Label. For Example, To add Item-Kiddies Bag and Butterfly Print Bag, -check the 'Show in Website'box. The Items will be placed under the Label Bags -on the Webpage. - -![Item Group]({{url_prefix}}/assets/old_images/erpnext/itemgroup-websettings.png) - - - -Item Group Display - -![Item Group Display]({{url_prefix}}/assets/old_images/erpnext/webpage-itemgroup-display.png) - diff --git a/erpnext/docs/user/guides/website/styling-the-website.md b/erpnext/docs/user/guides/website/styling-the-website.md deleted file mode 100644 index 60af9bc51ad..00000000000 --- a/erpnext/docs/user/guides/website/styling-the-website.md +++ /dev/null @@ -1,23 +0,0 @@ -You can set some basic styles to your page using the styles feature. - -#### Background - -You can either set a solid background by selecting a color. You can attach a -file and select it in the “Background Image” box. - -#### Fonts - -Fonts: Font family of your body text (includes some Open Source fonts). Font- -size: Font-size of your website body text (large is good). Heading Font: Font -family of your headings. - -Apart from this you can also add custom style rules using CSS - -#### Custom CSS - -There are tons of CSS rules and tricks that fall out of scope of this manual. -But you could add your own style to certain elements like h1, h2 etc and also -create your own style classes that you can use in elements in your body -content. - -{next} diff --git a/erpnext/docs/user/guides/CRM/contact.md b/erpnext/docs/user/manual/en/CRM/contact.md similarity index 90% rename from erpnext/docs/user/guides/CRM/contact.md rename to erpnext/docs/user/manual/en/CRM/contact.md index 51a6e5057e8..83757e0c29a 100644 --- a/erpnext/docs/user/guides/CRM/contact.md +++ b/erpnext/docs/user/manual/en/CRM/contact.md @@ -19,12 +19,12 @@ To create a new Contact go to, > CRM > Contact > New -Contact +Contact Or you can add a Contact or Address directly from the Customer record, click on “New Contact” or “New Address”. -Contact +Contact > Tip: When you select a Customer in any transaction, one Contact and Address gets pre-selected. This is the “Default Contact or Address”. diff --git a/erpnext/docs/user/guides/CRM/customer.md b/erpnext/docs/user/manual/en/CRM/customer.md similarity index 84% rename from erpnext/docs/user/guides/CRM/customer.md rename to erpnext/docs/user/manual/en/CRM/customer.md index 9f33f77db8c..b317336b0b5 100644 --- a/erpnext/docs/user/guides/CRM/customer.md +++ b/erpnext/docs/user/manual/en/CRM/customer.md @@ -11,7 +11,7 @@ You can either directly create your Customers via or upload it via the Data Import Tool. -Customer +Customer > Note: Customers are separate from Contacts and Addresses. A Customer can have multiple Contacts and Addresses. @@ -21,9 +21,9 @@ have multiple Contacts and Addresses. Contacts and Addresses in ERPNext are stored separately so that you can attach multiple Contacts or Addresses to Customers and Suppliers. -Read [Contact]({{url_prefix}}/user/guides/crm/contact.html) to know more. +Read [Contact]({{docs_base_url}}/user/guides/crm/contact.html) to know more. -Thus we may have identical Customer Names that are uniquely identified by the ID. Since the email address is not part of the customer information the linking of customer and User is through [Contacts]({{url_prefix}}/user/guides/crm/contact.html) +Thus we may have identical Customer Names that are uniquely identified by the ID. Since the email address is not part of the customer information the linking of customer and User is through [Contacts]({{docs_base_url}}/user/guides/crm/contact.html) ### Integration with Accounts @@ -52,12 +52,12 @@ You can set how much credit you want to allow for a Customer by adding the “Credit Limit”. You can also set a global “Credit Limit” in the Company master. Classifying Customers -ERPNext allows you to group your Customers using [Customer Group]({{url_prefix}}/user/guides/crm/setup/customer-group.html) -and also divide them into [Territories]({{url_prefix}}/user/guides/crm/setup/territory.html) +ERPNext allows you to group your Customers using [Customer Group]({{docs_base_url}}/user/guides/crm/setup/customer-group.html) +and also divide them into [Territories]({{docs_base_url}}/user/guides/crm/setup/territory.html) Grouping will help you get better analysis of your data and identify which Customers are profitable and which are not. Territories will help you set sales targets for the respective territories. -You can also mention [Sales Person]({{url_prefix}}/user/guides/crm/setup/sales-person.html) against a customer. +You can also mention [Sales Person]({{docs_base_url}}/user/guides/crm/setup/sales-person.html) against a customer. ### Sales Partner diff --git a/erpnext/docs/user/guides/CRM/index.md b/erpnext/docs/user/manual/en/CRM/index.md similarity index 100% rename from erpnext/docs/user/guides/CRM/index.md rename to erpnext/docs/user/manual/en/CRM/index.md diff --git a/erpnext/docs/user/guides/CRM/index.txt b/erpnext/docs/user/manual/en/CRM/index.txt similarity index 100% rename from erpnext/docs/user/guides/CRM/index.txt rename to erpnext/docs/user/manual/en/CRM/index.txt diff --git a/erpnext/docs/user/guides/CRM/lead.md b/erpnext/docs/user/manual/en/CRM/lead.md similarity index 97% rename from erpnext/docs/user/guides/CRM/lead.md rename to erpnext/docs/user/manual/en/CRM/lead.md index 5dbb36d817e..8bcbc0574ab 100644 --- a/erpnext/docs/user/guides/CRM/lead.md +++ b/erpnext/docs/user/manual/en/CRM/lead.md @@ -24,7 +24,7 @@ To create a Lead, go to: > Selling > Lead > New Lead -Lead +Lead ERPNext gives you a lot of options you may want to store about your Leads. For example what is the source, how likely are they to give you business etc. If diff --git a/erpnext/docs/user/guides/CRM/newsletter.md b/erpnext/docs/user/manual/en/CRM/newsletter.md similarity index 78% rename from erpnext/docs/user/guides/CRM/newsletter.md rename to erpnext/docs/user/manual/en/CRM/newsletter.md index 25cd2b0ae25..c4d9c9d8641 100644 --- a/erpnext/docs/user/guides/CRM/newsletter.md +++ b/erpnext/docs/user/manual/en/CRM/newsletter.md @@ -12,8 +12,8 @@ see how it looks to the recepient, you can use the test function. Save the document before testing. A test email will be sent to your email id. You can send the email to all the intended receipients by clicking on the send button. -Newsletter - New +Newsletter - New -Newsletter - Test +Newsletter - Test {next} diff --git a/erpnext/docs/user/guides/CRM/opportunity.md b/erpnext/docs/user/manual/en/CRM/opportunity.md similarity index 82% rename from erpnext/docs/user/guides/CRM/opportunity.md rename to erpnext/docs/user/manual/en/CRM/opportunity.md index d6850c8d5cf..9f44fdf04fe 100644 --- a/erpnext/docs/user/guides/CRM/opportunity.md +++ b/erpnext/docs/user/manual/en/CRM/opportunity.md @@ -9,13 +9,13 @@ or open a “Open” Lead and click on “Create Opportunity” button. #### Figure 1: Create Opportunity -Opportunity +Opportunity You can also open a “Open” Lead and click on “Create Opportunity” button. #### Figure 2: Create Opportunity from an open Lead -Opportunity +Opportunity An Opportunity can also come from an existing Customer. You can create multiple Opportunities against the same Lead. In Opportunity, apart from the diff --git a/erpnext/docs/user/manual/en/CRM/setup/campaign.md b/erpnext/docs/user/manual/en/CRM/setup/campaign.md new file mode 100644 index 00000000000..9f2f0709a63 --- /dev/null +++ b/erpnext/docs/user/manual/en/CRM/setup/campaign.md @@ -0,0 +1,20 @@ +A Campaign is a full-scale implementation of a sales strategy to promote a +product or a service. This is done in a market segment of a particular +geographical area, to achieve specified objectives. + +Campaign + +You can track [Lead]({{docs_base_url}}/user/guides/crm/lead.html), [Opportunity]({{docs_base_url}}/user/guides/crm/opportunity.html), [Quotation]({{docs_base_url}}/user/guides/selling/quotation.html) against a campaign. + +###Track Leads against Campaign + +* To track a 'Lead' against a campaign select 'View Leads'. + +Campaign - View Leads + +* You shall get a filtered list of all leads made against that campaign. +* You can also create new leads by clicking 'New' + +Campaign - New Lead + +{next} \ No newline at end of file diff --git a/erpnext/docs/user/guides/CRM/setup/customer-group.md b/erpnext/docs/user/manual/en/CRM/setup/customer-group.md similarity index 69% rename from erpnext/docs/user/guides/CRM/setup/customer-group.md rename to erpnext/docs/user/manual/en/CRM/setup/customer-group.md index 6e6e1b95f19..007f44514b9 100644 --- a/erpnext/docs/user/guides/CRM/setup/customer-group.md +++ b/erpnext/docs/user/manual/en/CRM/setup/customer-group.md @@ -3,12 +3,12 @@ You can also get trend analysis for each group. Typically Customers are grouped by market segment (that is usually based on your domain). -Customer Group Tree +Customer Group Tree > Tip: If you think all this is too much effort, you can leave it at “Default Customer Group”. But all this effort, will pay off when you start getting reports. An example of a sample report is given below: -![Sales Analytics]({{url_prefix}}/assets/old_images/erpnext/sales-analytics-customer.png) +![Sales Analytics]({{docs_base_url}}/assets/old_images/erpnext/sales-analytics-customer.png) {next} \ No newline at end of file diff --git a/erpnext/docs/user/guides/CRM/setup/index.md b/erpnext/docs/user/manual/en/CRM/setup/index.md similarity index 100% rename from erpnext/docs/user/guides/CRM/setup/index.md rename to erpnext/docs/user/manual/en/CRM/setup/index.md diff --git a/erpnext/docs/user/guides/CRM/setup/index.txt b/erpnext/docs/user/manual/en/CRM/setup/index.txt similarity index 100% rename from erpnext/docs/user/guides/CRM/setup/index.txt rename to erpnext/docs/user/manual/en/CRM/setup/index.txt diff --git a/erpnext/docs/user/guides/CRM/setup/sales-person.md b/erpnext/docs/user/manual/en/CRM/setup/sales-person.md similarity index 83% rename from erpnext/docs/user/guides/CRM/setup/sales-person.md rename to erpnext/docs/user/manual/en/CRM/setup/sales-person.md index 4c6c0b6cbe3..114003b6412 100644 --- a/erpnext/docs/user/guides/CRM/setup/sales-person.md +++ b/erpnext/docs/user/manual/en/CRM/setup/sales-person.md @@ -3,7 +3,7 @@ chart of Sales Persons where each Sales Person’s target can be set individually. Again as in Territory, the target has to be set against Item Group. -Sales Person Tree +Sales Person Tree ####Sales Person in Transactions diff --git a/erpnext/docs/user/guides/accounts/accounting-entries.md b/erpnext/docs/user/manual/en/accounts/accounting-entries.md similarity index 89% rename from erpnext/docs/user/guides/accounts/accounting-entries.md rename to erpnext/docs/user/manual/en/accounts/accounting-entries.md index e67d999570e..7aeff24a4a0 100644 --- a/erpnext/docs/user/guides/accounts/accounting-entries.md +++ b/erpnext/docs/user/manual/en/accounts/accounting-entries.md @@ -4,7 +4,7 @@ business. * Mama (The Tea-stall owner) invests Rs 25000 to start the business. -![A&L]({{url_prefix}}/assets/old_images/erpnext/assets-1.png) +![A&L]({{docs_base_url}}/assets/old_images/erpnext/assets-1.png) __Analysis:__ Mama invested 25000 in company, hoping to get some profit. In other words, company is liable to pay 25000 to Mama in the future. So, account @@ -14,7 +14,7 @@ will debited. * The company needs equipments (Stove, teapot, cups etc) and raw materials (tea, sugar, milk etc) immediately. He decides to buy from the nearest general store "Super Bazaar" who is a friend so that he gets some credit. Equipments cost him 2800 and raw materials worth of 2200. He pays 2000 out of total cost 5000. -![A&L]({{url_prefix}}/assets/old_images/erpnext/assets-2.png) +![A&L]({{docs_base_url}}/assets/old_images/erpnext/assets-2.png) __Analysis:__ Equipments are "Fixed Assets" (because they have a long life) of the company and raw materials "Current Assets" (since they are used for day-to-day @@ -25,7 +25,7 @@ Bazaar" later, so Super Bazaar will be credited by 3000. * Mama (who takes care of all entries) decides to book sales at the end of the every day, so that he can analyze daily sales. At the end of the very first day, the tea stall sells 325 cups of tea, which gives net sales of Rs. 1575. The owner happily books his first day sales. -![A&L]({{url_prefix}}/assets/old_images/erpnext/assets-3.png) +![A&L]({{docs_base_url}}/assets/old_images/erpnext/assets-3.png) __Analysis:__ Income has been booked in "Sales of Tea" account which has been credited to increase the value and the same amount will be debited to "Cash" @@ -36,7 +36,7 @@ sold" account by same amount. At the end of the month, the company paid the rent amount of stall (5000) and salary of one employee (8000), who joined from the very first day. -![A&L]({{url_prefix}}/assets/old_images/erpnext/assets-4.png) +![A&L]({{docs_base_url}}/assets/old_images/erpnext/assets-4.png) ### Booking Profit @@ -47,7 +47,7 @@ its a liability for the company (it has to pay it to Mama). When the Balance Sheet is not balanced i.e. Debit is not equal to Credit, the profit has not yet been booked. To book profit, the following entry has to be made: -![A&L]({{url_prefix}}/assets/old_images/erpnext/assets-5.png) +![A&L]({{docs_base_url}}/assets/old_images/erpnext/assets-5.png) Explanation: Company's net sales and expenses are 40000 and 20000 respectively. So, company made a profit of 20000. To make the profit booking diff --git a/erpnext/docs/user/guides/accounts/accounting-reports.md b/erpnext/docs/user/manual/en/accounts/accounting-reports.md similarity index 73% rename from erpnext/docs/user/guides/accounts/accounting-reports.md rename to erpnext/docs/user/manual/en/accounts/accounting-reports.md index 5026151860e..61470b15796 100644 --- a/erpnext/docs/user/guides/accounts/accounting-reports.md +++ b/erpnext/docs/user/manual/en/accounts/accounting-reports.md @@ -7,7 +7,7 @@ and between a period. This will help you to get a full update for all entries done in that period for that Account. General Ledger + src="{{docs_base_url}}/assets/img/accounts/general-ledger.png"> ### Trial Balance @@ -20,7 +20,7 @@ the: * Credits * Closing -Trial Balance +Trial Balance The sum of all closing balances in a Trial Balance must be zero. @@ -30,7 +30,7 @@ These reports help you to track the outstanding invoices sent to Customer and Suppliers. In this report, you will get your outstanding amounts period wise. i.e. between 0-30 days, 30-60 days and so on. -Accounts Receivable +Accounts Receivable ### Sales and Purchase Register @@ -38,6 +38,6 @@ In this report, each tax Account is transposed in columns. For each Invoice and invoice Item, you will get the amount of individual tax that has been paid, based on the Taxes and Charges table. -Sales Register +Sales Register {next} diff --git a/erpnext/docs/user/guides/accounts/advance-payment-entry.md b/erpnext/docs/user/manual/en/accounts/advance-payment-entry.md similarity index 86% rename from erpnext/docs/user/guides/accounts/advance-payment-entry.md rename to erpnext/docs/user/manual/en/accounts/advance-payment-entry.md index fa818fbd05c..042e8005736 100644 --- a/erpnext/docs/user/guides/accounts/advance-payment-entry.md +++ b/erpnext/docs/user/manual/en/accounts/advance-payment-entry.md @@ -24,7 +24,7 @@ the row "Is Advance" click 'Yes'. #### Figure 1 : Journal Entry -Advance Entry -Advace Payment +Advace Payment ### Double Entry Accounting @@ -41,7 +41,7 @@ will be credited because it has given value. #### Figure 2: Transaction and Difference Entry -Advace Payment +Advace Payment Save and submit the JV. If this document is not saved it will not be pulled in other accounting documents. @@ -55,7 +55,7 @@ advance in the advances table. The accounting will be adjusted accordingly. #### Figure 3: Receive Advance -Advace Payment +Advace Payment Save and submit the Sales Invoice. diff --git a/erpnext/docs/user/manual/en/accounts/articles/.md b/erpnext/docs/user/manual/en/accounts/articles/.md new file mode 100644 index 00000000000..39dc1a8c827 --- /dev/null +++ b/erpnext/docs/user/manual/en/accounts/articles/.md @@ -0,0 +1,228 @@ +Write a post about distributing same expense among various cost centers. + +
       +
    +
    +
    How do i differentiate salaries of 2 departments in cost centers? +
    +
    +

    +
    9:18:38 AM: Web Notes Support: +
        hi Dhaval.. +
    +
    9:18:42 AM: Web Notes Support: +
        this is Umair.. +
    +
    9:18:44 AM: Web Notes Support: +
        how are you? +
    +
    9:18:46 AM: Dhaval Shah: +
        hey umair +
    +
    9:18:49 AM: Dhaval Shah: +
        m good +
    +
    9:19:16 AM: Web Notes Support: +
        have you created department wise cost center? +
    +
    9:19:27 AM: Dhaval Shah: +
        no we have not yet created cost center +
    +
    9:19:36 AM: Web Notes Support: +
        if so, this is how you should post journal voucher for salary.. +
    +
    9:19:49 AM: Dhaval Shah: +
        can you help us in an ideal way to setup up cost centers? +
    +
    9:19:50 AM: Web Notes Support: +
        I will just give you an example first.. +
    +
    9:19:53 AM: Dhaval Shah: +
        ok +
    +
    9:20:09 AM: Web Notes Support: +
        if you give 2,00,000 in a monthly salary.. +
    +
    9:20:37 AM: Web Notes Support: +
        and divide salary expense in multiple cost center: +
    +
    9:20:52 AM: Web Notes Support: +
        then this how journal voucher will be posted. +
    +
    9:23:06 AM: Web Notes Support: +
        Dr. Salary (Expense a/c) ........... Sales (cost center) ........... 80000 +
        Dr. Salary .............................. +. Manufacturing .................. 70000 +
        Dr. Salary .............................. +. Admin......................... +..... 30000 +
        Dr. Salary .............................. +. Seniors ............................ 20000 +
        Cr. Bank/Cash account....................... +.............................. +. 200000
    +
    +
    9:23:15 AM: Web Notes Support: +
        Debit = Credit - 2,00,000 +
    +
    9:23:25 AM: Dhaval Shah: +
        ok +
    +
    9:23:32 AM: Web Notes Support: +
        so, expense account selected will be same.. +
    +
    9:23:45 AM: Web Notes Support: +
        but you will divide rows based on cost center. +
    +
    9:24:00 AM: Dhaval Shah: +
        but we have 3 levels of hierarchy +
    +
    9:24:30 AM: Dhaval Shah: +
        like Production Unit -1 > Departments > sections +
    +
    9:24:49 AM: Dhaval Shah: +
        its like a tree, +
    +
    9:24:57 AM: Dhaval Shah: +
        cost center within a cost center +
    +
    9:25:48 AM: Web Notes Support: +
        you can define child - parent relationship in Cost Center master. +
    +
    9:26:01 AM: Web Notes Support: +
        because it is a tree structure master.. +
    +
    9:26:20 AM: Dhaval Shah: +
        ya, but here is my problem +
    +
    9:26:20 AM: Web Notes Support: +
        but only child cost centers will be selectable in the transactions.. +
    +
    9:26:28 AM: Dhaval Shah: +
        exactly +
    +
    9:26:52 AM: Web Notes Support: +
        https://erpnext.com/user-guide/selling/selling-setup/customer-group +
    +
    9:27:08 AM: Web Notes Support: +
        check this for example on how to manage tree masters +
    +
    9:28:03 AM: Dhaval Shah: +
        so how can i have a cost center of production unit as a ledger as well as parent +
    +
    9:29:45 AM: Web Notes Support: +
        Production (parent)
         - Cutting
         - Stitching
         - packing
    +
    +
    9:30:09 AM: Dhaval Shah: +
        so how do i track salaries of each of there depts +
    +
    9:30:15 AM: Dhaval Shah: +
        these* +
    +
    9:30:25 AM: Web Notes Support: +
        check attached link for example on how to create group and child Cost Centers. +
    +
    9:31:00 AM: Web Notes Support: +
        in JV, you will select Cutting, Packing department for Cost Center. +
    +
    9:31:06 AM: Dhaval Shah: +
        i have to create each individual ledgers  - cutting salary, stitching salary, packing salary +
    +
    9:32:15 AM: Dhaval Shah: +
        OH! so in JV, when i select Cutting, Packing department for Cost Center. will it show salary as a head in +the cost center? +
    +
    9:32:22 AM: Dhaval Shah: +
        as it is a salary JV? +
    +
    9:32:32 AM: Dhaval Shah: +
        or will only the value of the amount show? +
    +
    9:33:50 AM: Web Notes Support: +
        it will show balance for the individual cost center.. +
    +
    9:34:19 AM: Web Notes Support: +
        and consolidated cost center for Production Cost Center, which +is parent for these cost centers +
    +
    9:34:38 AM: Dhaval Shah: +
        so only amount and not against the type expense +
    +
    9:38:00 AM: Web Notes Support: +
        yes.. it will show again Salary Account as well.. +
    +
    9:38:17 AM: Web Notes Support: +
        basically, we tag cost center with Profit and Loss account.. +
    +
    9:38:34 AM: Dhaval Shah: +
        ok +
    +
    9:38:35 AM: Web Notes Support: +
        so actual ledger posting happens in the Account/Ledger.. +
    +
    9:38:54 AM: Web Notes Support: +
        Cost Center shows balance based on amount mentioned with it.. +
    +
    9:39:17 AM: Dhaval Shah: +
        so in cost centers i should just keep all my depts as ledgers and all costs will be +tracked for all types of expenses +
    +
    9:39:23 AM: Web Notes Support: +
        so, we need to identify the correct combination of Cost Center and Expense account when making entry +
    +
    9:39:45 AM: Web Notes Support: +
        thats one approach. +
    +
    9:39:54 AM: Web Notes Support: +
        you can try and check if it works for you. +
    +
    9:40:12 AM: Dhaval Shah: +
        what is the other approach? +
    +
    9:41:53 AM: Web Notes Support: +
        as per your scenario, this seems to be better. +
    +
    9:42:08 AM: Web Notes Support: +
        we can comeup with other solution as scenario changes. +
    +
    9:42:57 AM: Dhaval Shah: +
        ok so, just for my knowledge,  what was the default according to you? +
    +
    9:43:11 AM: Dhaval Shah: +
        where do i track cost center transactions? +
    +
    9:43:43 AM: Web Notes Support: +
        there is no default as such Smiley: Smile +
    +
    9:43:56 AM: Web Notes Support: +
        you can define masters you per your requirement.. +
    +
    9:44:06 AM: Web Notes Support: +
        we suggest setting up cost center based on Project.. +
    +
    9:44:19 AM: Web Notes Support: +
        because it will help you track profitability as well. +
    +
    9:44:29 AM: Web Notes Support: +
        but thats another scenario. +
    +
    9:44:41 AM: Dhaval Shah: +
        ok +
    +
    9:44:44 AM: Dhaval Shah: +
        cool +
    +
    9:46:36 AM: Dhaval Shah: +
        where to tract cost center reports? +
    +
    9:47:24 AM: Dhaval Shah: +
        track* +
    +
    9:48:32 AM: Dhaval Shah: +
        ? +
    +
    9:48:51 AM: Web Notes Support: +
        Accounts >> Main Reports >> Financial Analytics +
    +
    9:49:12 AM: Web Notes Support: +
        below P&L and Balance Sheet, you will find cost centers for selection. \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/accounts/articles/accounting-for-projects.md b/erpnext/docs/user/manual/en/accounts/articles/accounting-for-projects.md new file mode 100644 index 00000000000..6eba28843cb --- /dev/null +++ b/erpnext/docs/user/manual/en/accounts/articles/accounting-for-projects.md @@ -0,0 +1,72 @@ +

    Accounting for Projects

    + +Accounting for the projects is tracked via Cost Center in ERPNext. This will require you creating separate Cost Center for each Project. Separate Cost Center for each Project all allow:< + +- Allocating budget against specific Cost Center. +- Getting Profitability Report for each Project. + +Let's check steps on how Project and Cost Center should be linked, and used in the sales and purchase transactions. + +### 1. Linking Project and Cost Center + +#### 1.1 Create Project + +You should first create new Project from: + +`Projects > Project > New` + +In the Project, you will find field to set default Cost Center for this Project. + +#### 1.2 Create Cost Center + +Since budgeting and costing for each Project will be managed separately, you should create separate Cost Center for each Project. + +To create new Cost Center, go to: + +`Accounts > Setup > Cost Center` + +[Click here to learn on how to add new Cost Center](https://erpnext.com/user-guide/accounts/cost-centers-and-budgeting). + +#### 1.3 Update Cost Center in the Project + +After creating Cost Center, come back to Project master, and select Cost Center creating for this Project under Default Cost Center field. + +![Project Default Cost Center]({{docs_base_url}}/assets/img/articles/Screen Shot 2015-02-26 at 3.52.10 pm.png) + +With this, you will have Cost Center being fetched automatically in the Sales and Purchase transactions based on selection of Cost Center. + +Let's check how this setting will affect your sales and purchase entries. + +### 2. Selecting Project and Cost Center in the Sales and Purchase Transactions + +#### 2.1 Selecting Project in the Sales Transactions + +In the sales transactions (which are Sales Order, Delivery Note and Sales Invoice), Project will be selected in the More Info section. On selection of a Project, respective Cost Center will be updated for all the items in that transaction. + +![Cost Center in Sales]({{docs_base_url}}/assets/img/articles/Screen Shot 2015-02-26 at 3.58.45 pm.png) + +#### 2.2 Selecting Project in the Purchase Cycle Transactions + +In the purchase transactions, Project will be define for each item. This is because you can create a consolidated purchase entry of materials for various projects. Just like it works in sales cycle, same way in the purchase transactions, on selection of Project, its default cost center will be fetched automatically. + +![Cost Center in Purchase]({{docs_base_url}}/assets/img/articles/Screen Shot 2015-02-26 at 4.20.30 pm.png) + +### 3. Accounting Report for a Project + +#### 3.1 Projectwise Profitability + +Since Project's Cost Center has been updated in both sales and purchase entries made for a specific transaction, system will provide you a projectwise profitability report. Profitability for a Project will be derived based on total value income booked minus total value of expense booked where common Cost Center (of a Project) is tagged. + +![Financial Analytics for a Project]({{docs_base_url}}/assets/img/articles/Screen Shot 2015-02-26 at 4.10.37 pm.png) + +#### 3.2 Projectwise Budgeting + +If you have also define budgets in the Cost Center of a Project, you will get Budget Variance Report for a Cost Center of a Project. + +To check Budget Variance report, go to: + +`Accounts > Standard Reports > Budget Variance Report` + +[Click here for detailed help on how to do budgeting from Cost Center](https://erpnext.com/user-guide/accounts/budgeting). + + diff --git a/erpnext/docs/user/manual/en/accounts/articles/c-form.md b/erpnext/docs/user/manual/en/accounts/articles/c-form.md new file mode 100644 index 00000000000..c2f20614755 --- /dev/null +++ b/erpnext/docs/user/manual/en/accounts/articles/c-form.md @@ -0,0 +1,47 @@ +

    C-Form

    + +C-Form functionality is only applicable for Indian customers. + +**What is C-Form?** + +C-Form is issued by the Customer. If Customer Issues C-Form, supplier applies discounted CST (central sales tax) in the invoice. C-Form is only applicable on the inter-state transactions. + +C-Form functionality in ERPNext allows Supplier to update C-Form No. as received from Customer in the submitted Sales Invoice. Also you can create report on Sales Invoice and track invoices for which C-Form has not yet been received from Customer. + +Following are step to manage C-Form related sales in ERPNext. + +####Set C-Form Applicability + +While creating Sales invoice for the customer, set C-Form applicability in Sales Invoice. In More Info section of Sales Invoice, set field called **Is C-Form Applicable** as **Yes**. Bydefault, this field will have No for a value. + +![C-form]({{docs_base_url}}/assets/img/articles/Selection_0028c9f9a.png) + +Updating this field as Yes will allow you to pull this Sales Invoice in the C-Form Tool, and update C-Form No. as received from the Customer. + +####Create C-Form Record + +After receiving C-Form from your Customer, you should update that C-Form no. in the Sales Invoice by creating C-Form record. + +Go to `Accounts > Setup > C-Form > New` + +Enter details like C-Form No, Received Date, State and Amount etc. Select Customer and pull related Sales Invoices under provided table. + +![New C-Form]({{docs_base_url}}/assets/img/articles/Selection_020f01c1e.png) + +####Save & Submit C-Form + +After entering details, save and submit C-Form record. On save system will generate C-Form record and on submission update that C-Form No. in the Sales Invoice. + +![C-Form]({{docs_base_url}}/assets/img/articles/Selection_02178f9d6.png) + +C-Form serial no will be updated in related invoice under the field 'C-Form No'. + +![C-Form No]({{docs_base_url}}/assets/img/articles/Selection_022b7c6d5.png) + +####Tracking Pending Invoice for C-Form + +To track invoices for which C-Form has not yet been received from Customer, you can create custom report on Sales Invoice. In this report, you can filter invoices which doesn't have C-Form updated in them yet, and followup with the customer accordingly. + +![C-Form Report]({{docs_base_url}}/assets/img/articles/Selection_026.png) + + diff --git a/erpnext/docs/user/manual/en/accounts/articles/changing-parent-account.md b/erpnext/docs/user/manual/en/accounts/articles/changing-parent-account.md new file mode 100644 index 00000000000..02cbd66fc91 --- /dev/null +++ b/erpnext/docs/user/manual/en/accounts/articles/changing-parent-account.md @@ -0,0 +1,28 @@ +

    Changing Parent Account

    + +Chart of Account has hierarchical structure. This means each account has a parent account defined for it. You will have few ledger preset, and few ledger (like for Customer, Supplier, Warehouse) will be auto-created based on their master record. These ledger will be placed under pre-defined groups in the Chart of Account. If needed you can place specific account under another group by changing its Parent Account. + +Following are the steps to edit Parent for specific Account. + +####1. Go to Chart of Account + +`Accounts > Setup > Chart of Account` + +Click on Account for which Parent Account is to be changed. + +####2. Edit Account + +![Account]({{docs_base_url}}/assets/img/articles/Selection_080.png) + +####3. Change Parent Account + +Search and select preferred Parent Account and save. + +![Account]({{docs_base_url}}/assets/img/articles/Selection_084.png) + +Refresh system from Help menu to experience the change. + +![Account]({{docs_base_url}}/assets/img/articles/Selection_085.png) + +
    Note: Change of Parent Account is not applicable for Root Accounts.
    + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/accounts/articles/customer-for-multiple-company.md b/erpnext/docs/user/manual/en/accounts/articles/customer-for-multiple-company.md new file mode 100644 index 00000000000..6770fa3dd12 --- /dev/null +++ b/erpnext/docs/user/manual/en/accounts/articles/customer-for-multiple-company.md @@ -0,0 +1,27 @@ +

    Customer for Multiple Company

    + +ERPNext allows you managing multiple companies in one ERPNext account. It is possible that you will have Customer and Supplier which would belong to more than one company of yours. While creating sales and purchase transactions, system shows result of Customer and Suppliers for that Company only. + +It means if you have added (say) Wind Mills Limited as a customer for the first company, you will not be able to select it as a customer when creating Sales Order (or any other sales transaction) for another company. + +There are two approach to address this scenario. + +####Create Another Customer Record + +You should create another Customer record for Wind Mills Limited, but for the second company. + +If you try adding another customer with exact same name (as Wind Mills Limited), system will throw a validation message that, account already exist for Wind Mills Limited. + +![Common Customer]({{docs_base_url}}/assets/img/articles/$SGrab_306.png) + +>To be able to track customerwise receivables, ERPNext created accounting ledger for each customer in the Chart of Account, under Accounts Receivable group. + +As indicated in the error message, since Account Name already exist for the first customer, you should change customer name for second customer a bit (say Wind Mills Pvt. Limited) to bring uniqueness in it. Then you will be able to save Customer correctly. + +####Change Company in Existing Customer + +Since creating another Customer record for the same party will be over-load in the system, you can change company in the exist Customer master of Wind Mills Limited, and re-save it. On saving customer again, it will create another accounting ledger for Wind Mills in the Chart of Account of second company. + +![Common Customer Account]({{docs_base_url}}/assets/img/articles/$SGrab_307.png) + + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/accounts/articles/depreciation-for-fixed-asset-items.md b/erpnext/docs/user/manual/en/accounts/articles/depreciation-for-fixed-asset-items.md new file mode 100644 index 00000000000..026657f4082 --- /dev/null +++ b/erpnext/docs/user/manual/en/accounts/articles/depreciation-for-fixed-asset-items.md @@ -0,0 +1,30 @@ +

    Depreciation for Fixed Asset Items

    + +Depereciation of fixed asset items. + +####Separate Group of Depreciation Account + +![Fixed Asset Account]({{docs_base_url}}/assets/img/articles/$SGrab_384.png) + +####Depreciation Entry for Fixed Asset Items + +Depreciation is when you write off certain value of your assets as an expense. For example if you have a computer that you will use for say 5 years, you can distribute its expense over the period and pass a +Journal Voucher at the end of each year reducing its value by a certain percentage. + +As per perpetual inventory valuation system (set by default), you should create Stock Reconciliation for depreciating value of fixed asset items. In the Stock Reconciliation template, you should only enter Item's Code, Warehouse and its current value. + +Let's assume current value of our computer is $250, and its purchase value was $320. + +![Fixed Asset Depreciation]({{docs_base_url}}/assets/img/articles/$SGrab_385.png) + +In this case, depreciation amount of Computer will be $70 ($320-$250). Depreciation Amount will be booked under Difference (expense) Account selected in the stock reconciliation. + +![Fixed Asset Depreciation]({{docs_base_url}}/assets/img/articles/$SGrab_386.png) + +Following is how general ledger will be posted for fixed this Stock Reconciliation. + +![Fixed Asset General Ledger]({{docs_base_url}}/assets/img/articles/$SGrab_387.png) + +Click [here](https://erpnext.com/user-guide/setting-up/stock-reconciliation-for-non-serialized-item) for steps to be followed when making Stock Reconciliation entry. + + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/accounts/articles/difference-entry-button.html b/erpnext/docs/user/manual/en/accounts/articles/difference-entry-button.html new file mode 100644 index 00000000000..30cae4e470e --- /dev/null +++ b/erpnext/docs/user/manual/en/accounts/articles/difference-entry-button.html @@ -0,0 +1,16 @@ +

    Difference Entry Button

    + +As per accounting standards Debit amount must be equal to Credit amount. If these amounts are not equal, then entry will not be executed in system. Also system will through validation message. And difference amount will reflect under Difference (Dr-Cr) field. +
    +
    +When you press 'Make Difference Entry' button, one new Row will be added under Journal Entry Accounts table with difference amount. You can edit that row to select appropriate account. +
    + +
    +
    On selecting account under new row, you will be able to submit Journal Entry. +
    +
    +
    If debit and credit amount entered for accounts are already tallying, then you need not click on "Make Difference Entry" button.
    + + + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/accounts/articles/fiscal-year-error.md b/erpnext/docs/user/manual/en/accounts/articles/fiscal-year-error.md new file mode 100644 index 00000000000..e22a3efcccc --- /dev/null +++ b/erpnext/docs/user/manual/en/accounts/articles/fiscal-year-error.md @@ -0,0 +1,32 @@ +

    Fixing Fiscal Year's Error

    + +While creating entries in ERPNext, system validates if dates (like Posting Date, Transaction Date etc.) matches with Fiscal Year selected in the entry. If not, system through an error message saying: + +`Date ##-##-#### not in fiscal year` + +You are more likely to receive this error message if your Fiscal Year has changes, but you still have old Fiscal Year updated. To ensure new Fiscal Year is auto updated in the transactions, you should setup your master as instructed below. + +####Create New Fiscal Year + +Only User with System Manager's Role Assigned has permission to create new Fiscal Year. To create new Fiscal Year, go to: + +`Accounts > Setup > Fiscal Year` + +Click [here](https://erpnext.com/user-guide/accounts/fiscal-year) to learn more about Fiscal Year master. + +####Set Fiscal Year as Default + +After Fiscal Year is saved, you will find option to set that Fiscal year as Default. + +![Fiscal Year Default]({{docs_base_url}}/assets/img/articles/$SGrab_393.png) + +Default Fiscal Year will be updated in the Global Default setting as well. You can manually update Default Fiscal Year from: + +`Setup > Settings > Global Default` + +![Fiscal Year Global Default]({{docs_base_url}}/assets/img/articles/$SGrab_394.png) + +Then Save Global Default, and refresh browser of your ERPNext account. After this, you will have default Fiscal Year auto-updated in your transactions as well. + +Note: In transactions, you can manually select required Fiscal Year from More Info section. You might have to click on "View Details" button to access View Details section, and edit Fiscal Year. + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/accounts/articles/how-to-freeze-accounting-entries-upto-a-specific-date.html b/erpnext/docs/user/manual/en/accounts/articles/how-to-freeze-accounting-entries-upto-a-specific-date.html new file mode 100644 index 00000000000..38ecaf5ae31 --- /dev/null +++ b/erpnext/docs/user/manual/en/accounts/articles/how-to-freeze-accounting-entries-upto-a-specific-date.html @@ -0,0 +1,3 @@ +

    How to freeze accounting entries upto a specific date?

    + +To freeze accounting entries upto a certain date, follow these steps:

    1. Go to Accounts -> Setup -> Accounts Settings.
    2. Set the date in Accounts Frozen Upto field.


    Now, the system will not allow to make accounting entries before that date.

    But you can allow a specific Role, to make/edit accounting entries before that date. To do that set the desired Role, in Role Allowed to Set Frozen Accounts & Edit Frozen Entries field.
    \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/accounts/articles/how-to-freeze-accounting-ledger.md b/erpnext/docs/user/manual/en/accounts/articles/how-to-freeze-accounting-ledger.md new file mode 100644 index 00000000000..d76a331b490 --- /dev/null +++ b/erpnext/docs/user/manual/en/accounts/articles/how-to-freeze-accounting-ledger.md @@ -0,0 +1,28 @@ +

    How To Freeze Accounting Ledger?

    + +You can freeze any accounting ledger in ERPNext. So that frozen accounting ledger became unsearchable in accounting transaction. Follow below step to understand the process. + +#### 1. Set Frozen Accounts Modifier + +To set frozen accounts modifier go to `Accounts > Setup > Accounts Setting` + +Search and select Role under Frozen Accounts Modifier field and save the Account Settings form. + +![Account Settings]({{docs_base_url}}/assets/img/articles/Selection_001f1e2ff.png) + +#### 2. Edit Accounting Ledger. + +To edit accounting ledger go to `Accounts > Setup > Chart of Accounts` + +![Account Settings]({{docs_base_url}}/assets/img/articles/Selection_0027e4d09.png) + +#### 3. Set Frozen Status of Ledger. + +![Account Settings]({{docs_base_url}}/assets/img/articles/Selection_003bf981b.png) + +Set Frozen field status of ledger as 'Yes' and save the ledger form. On save this ledger will be frozen and you will became unable to search this ledger in accounting transactions. + +
    Note: If you want to make accounting transaction against this ledger in the future, then that time again set frozen field status as 'No'.
    + + + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/accounts/articles/how-to-nullify-balance-from-temporary-accounts.md b/erpnext/docs/user/manual/en/accounts/articles/how-to-nullify-balance-from-temporary-accounts.md new file mode 100644 index 00000000000..5ba6d17dc06 --- /dev/null +++ b/erpnext/docs/user/manual/en/accounts/articles/how-to-nullify-balance-from-temporary-accounts.md @@ -0,0 +1,16 @@ +

    How to Nullify Balance From Temporary Accounts?

    + +There are two separate temporary accounts in Chart of Accounts. One is Temporary Account (Assets) and other one is Temporary Account (Liabilities). These accounts are available under Application of Funds and Source of Funds in Chart of Accounts respectively. + +These temporary accounts only used to update opening balances. [Click here to learn about update Opening balances](https://erpnext.com/kb/accounts/updating-opening-balance-in-accounts-using-temporary-account) + +After completing all opening entries against these temporary accounts balances for both accounts will updated. And Debit balance of Temporary Account (Assets) will became equal to Credit balance of Temporary Account (Liabilities). + +Since temporary account were used only for balancing purpose, it shall not have any balance in it. +To nullify balance in these accounts, you should create a new Journal Voucher, where will you update balances against these accounts. To create new Journal Entry go to `Accounts > Documents > Journal Entry + +![Journal Entry]({{docs_base_url}}/assets/img/articles/$SGrab_432.png) + +On submit of this journal entry, balances of these temporary accounts will be set to Zero. + + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/accounts/articles/index.md b/erpnext/docs/user/manual/en/accounts/articles/index.md new file mode 100644 index 00000000000..4e1be287e18 --- /dev/null +++ b/erpnext/docs/user/manual/en/accounts/articles/index.md @@ -0,0 +1 @@ +{content} \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/accounts/articles/index.txt b/erpnext/docs/user/manual/en/accounts/articles/index.txt new file mode 100644 index 00000000000..2eb17560fad --- /dev/null +++ b/erpnext/docs/user/manual/en/accounts/articles/index.txt @@ -0,0 +1,22 @@ + +accounting-for-projects +c-form +changing-parent-account +customer-for-multiple-company +depreciation-for-fixed-asset-items +difference-entry-button +fiscal-year-error +how-to-freeze-accounting-entries-upto-a-specific-date +how-to-freeze-accounting-ledger +how-to-nullify-balance-from-temporary-accounts +manage-foreign-exchange-difference +managing-transactions-in-multiple-currency +new-fiscal-year-auto-create-feature +pos-view +post-dated-cheque-entry +pricing-rule +recurring-order-and-invoices +update-stock-option-in-sales-invoice +updating-opening-balance-in-accounts-using-temporary-account +what-is-the-differences-of-total-and-valuation-in-tax-and-charges +withdrawing-salary-from-owners-equity-account \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/accounts/articles/manage-foreign-exchange-difference.md b/erpnext/docs/user/manual/en/accounts/articles/manage-foreign-exchange-difference.md new file mode 100644 index 00000000000..6e24f86f54f --- /dev/null +++ b/erpnext/docs/user/manual/en/accounts/articles/manage-foreign-exchange-difference.md @@ -0,0 +1,25 @@ +

    Manage Foreign Exchange Difference

    + +When you book Sales Invoices and Purchase invoices in multiple currencies, you will have to deal with currency difference while booking payment entry. You can easily manage this in ERPNext in following ways. + +####Add Expense Account + +To mange currency difference, create Account **Foreign Exchange Gain/Loss**. + +![Account]({{docs_base_url}}/assets/img/articles/Selection_577.png) + +####Book Payment Entry + +In the payment voucher, update invoice amount against Customer or Supplier account, then update actual payment amount against Bank/ Cash account. Add new row and select Foreign Exchange Gain/Loss to update currency difference amount. + +####Scenario + +Below is the Sales Invoice for a customer in Europe. The base currency of a Company in USD. Sales Invoice is made at the exchange rate (USD to Eur) of 1.128. + +![Sales Invoice]({{docs_base_url}}/assets/img/articles/Selection_576.png) + +When receiving payment from the customer, exchange rate changed to 1.20. As per the update in the exchange rate, payment was for $120. Following is how payment entry will be booked to adjust the difference amount. + +![Journal Entry image]({{docs_base_url}}/assets/img/articles/Selection_578.png) + + diff --git a/erpnext/docs/user/manual/en/accounts/articles/managing-transactions-in-multiple-currency.html b/erpnext/docs/user/manual/en/accounts/articles/managing-transactions-in-multiple-currency.html new file mode 100644 index 00000000000..3757a698d70 --- /dev/null +++ b/erpnext/docs/user/manual/en/accounts/articles/managing-transactions-in-multiple-currency.html @@ -0,0 +1,39 @@ +

    Managing Transactions In Multiple Currency

    + +You can make transaction in your base currency as well as in customer or supplier currencies. When you make transaction in your customer or supplier currency, the same currency reflects only in print format of that transaction. And system pass back end +entry in your base currency. +
    +
    To understand this scenario will take example of Sales Invoice, where your base currency is INR and your customer currency is USD. +
    +
    Following are steps to create Sales Invoice in customer currency. +
      +
    Step 1: Go to Selling >> Documents >> Sales Invoice >> (+) New. +
    +
    Step 2: Select Customer and Enter other details. +
    +
    + +
    Step 3: Select customer currency and related Price List. +
    +
    + +
    +
    +
    On selecting customer currency 'Exchange Rate' field will open under Currency field, where you will enter exchange rate of customer currency to basic currency. In our case for USD to INR. You can check exchange rate online +for your customer currency to your currency. +
    +
    Also you can set default customer currency in customer master. Which will auto fetch in transactions. +
    +
    +  +
    System has Currency Exchange master, where you can set currency exchange masters for your multiple currencies. To Set this go to Accounts > Setup > Currency Exchange.

    Step 4: Select Item details.
    +
    On selecting Item details Sales invoice Total section will look like below image. +
    +
    + +
    +
    +
    +Step 5: Save and Submit

    Enter other details like Taxes and charges, Terms and Condition if there and save and submit the invoice form. After submit click on Printer Icon to check print preview. The same document print or email document will you send to your customer or supplier.
    For our case it will look as below image.

      
    +
    +
    \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/accounts/articles/new-fiscal-year-auto-create-feature.html b/erpnext/docs/user/manual/en/accounts/articles/new-fiscal-year-auto-create-feature.html new file mode 100644 index 00000000000..5b6c10f8738 --- /dev/null +++ b/erpnext/docs/user/manual/en/accounts/articles/new-fiscal-year-auto-create-feature.html @@ -0,0 +1,3 @@ +

    New Fiscal Year Auto-Create feature

    + +New Fiscal Year needs to be created each year at the end of the previous fiscal year. This Process however has been automated in ERPNext.

    3 days prior to the end of the existing fiscal year; the system shall check if the user has created a new fiscal year for the incoming year. If not the system generates a new fiscal year. All fiscal year Companies are also linked with the new fiscal year as in the previous year.


    \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/accounts/articles/pos-view.html b/erpnext/docs/user/manual/en/accounts/articles/pos-view.html new file mode 100644 index 00000000000..fb3c500c194 --- /dev/null +++ b/erpnext/docs/user/manual/en/accounts/articles/pos-view.html @@ -0,0 +1,3 @@ +

    POS View

    + +POS view renders form in a different layout, mainly designed for the quick selection of items. This view has primarily been designed for the retail business, who needs to be quick at invoicing.



    Using POS View, you can make complete Sales Invoice, without switching to standard form view.

    Question: Why do I get error message for missing fields when making Purchase Receipt or other sales/purchase transactions from POS View?

    Though POS View is mainly designed for Sales Invoice, but it is also made available in all the sales and purchase transactions. In other transactions, POS View is only meant for quick selection of items. This view will not provide all the fields which are available in the standard form view. Hence, you shall use POS View in other transactions just for Item selection, and revert to form view for enter values in other mandatory fields.
    \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/accounts/articles/post-dated-cheque-entry.md b/erpnext/docs/user/manual/en/accounts/articles/post-dated-cheque-entry.md new file mode 100644 index 00000000000..12957d9809a --- /dev/null +++ b/erpnext/docs/user/manual/en/accounts/articles/post-dated-cheque-entry.md @@ -0,0 +1,32 @@ +

    Post Dated Cheque Entry

    + +Post Dated Cheque is a cheque dated on future date given to another party. This actually works as an advance payment which will could be cleared post cheque date only. + +In ERPNext, you can manage post dated cheque entries via journal voucher. Following are step to book payment entry for post dated cheque. + +####New Journal Voucher + +To open new journal voucher go to + +`Accounts > Documents > Journal Voucher > New` + +####Set Posting Date and other details + +Assuming your Cheque Date is 31st December, 2014 (or any future date) and you need value of this cheque to reflect in the bank balance after cheque date only. + +![Journal Voucher]({{docs_base_url}}/assets/img/articles/Selection_005d73bc7.png) + +Note: Journal Voucher Reference Date should equal to or less than Posting Date. + +####Step 3: Save and Submit Journal Voucher + +After entering required details Save and Submit the Journal Voucher. + +####Adjusting Post Dated Cheque Entry + +If Post Dated Journal Voucher needs to be adjusted against any invoice, it can be accomplished via [Payment Reconciliation Tool](https://erpnext.com/user-guide/accounts/payment-reconciliation). + +When cheque is cleared in the future date, i.e. actual date on the cheque, you can update its Clearance Date via [Bank Reconciliation Tool](https://erpnext.com/user-guide/accounts/bank-reconciliation). + +You might find value of this Journal Voucher already reflecting against bank's ledger. You should check **Bank Reconciliation Statement**, a report in the account module to know difference of balance as per system, and balance expected in the bank. + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/accounts/articles/pricing-rule.md b/erpnext/docs/user/manual/en/accounts/articles/pricing-rule.md new file mode 100644 index 00000000000..f1caf62aabb --- /dev/null +++ b/erpnext/docs/user/manual/en/accounts/articles/pricing-rule.md @@ -0,0 +1,75 @@ +

    Pricing Rule

    + +Pricing Rule allows you to define rules based on which item's price or discount to be applied is determined. + +### Scenario: + +Following are the few cases which can be addressed using Pricing Rule. + +1. As per the promotional sale policy, if customer purchases more than 10 units of an item, he enjoys 20% discount. + +2. For Customer "XYZ", selling price for the specific or group of "Products" should be updated as ###. + +3. Items categorized under specific Item Group has same selling or buying price. + +4. Customers catering to specific Customer Group has same selling price. + +5. Supplier's categorized under common Supplier Type should have same buying rate applied. + +To have %Discount and Price List Rate for an Item auto-applied, you should set Pricing Rules for it. + +Pricing Rule master has two sections: + +### 1. Applicability Section: + +In this section, conditions are set for the Pricing Rule. When transaction meets condition as specified in the Pricing Rule, Price or Discount as specified in the Item master will be applicable. You can set condition on following values. + +####1.1 Applicable On: + +![Applicable On]({{docs_base_url}}/assets/img/articles/Screen Shot 2015-04-09 at 1.26.23 pm.png) + +If you want Pricing Rule to be applied on all the items, you should apply rule based on Item Group, and select most Parent Item Group for a value. + +####1.2 Applicable For: + +Applicability option will updated based on our selection for Selling or Buying or both. You can set applicability on one of the following master. + +![Applicable for]({{docs_base_url}}/assets/img/articles/Screen Shot 2015-04-09 at 1.27.31 pm.png) + +####1.3 Quantity: + +Specify minimum and maximum qty of an item when this Pricing Rule should be applicable. + +![Pricing Rule Qty limit]({{docs_base_url}}/assets/img/articles/Screen Shot 2015-04-09 at 1.28.05 pm.png) + +###2. Application: + +Using Price List Rule, you can ultimately define price or %discount to be applied on an item. + +![Pricing Rule Apply on]({{docs_base_url}}/assets/img/articles/Screen Shot 2015-04-09 at 1.33.24 pm.png) + +####2.1 Price + +Price or Discount specified in the Pricing Rule will be applied only if above applicability rules are matched with values in the transaction. Price mentioned in Pricing Rule will be given priority over item's Price List rate. + +![Pricing Rule Price]({{docs_base_url}}/assets/img/articles/Screen Shot 2015-04-09 at 1.30.27 pm.png) + +####2.2 Discount Percentage + +Discount Percentage can be applied for a specific Price List. To have it applied for all the Price List, %Discount field should be left blank. + +![Rule Discount Percent]({{docs_base_url}}/assets/img/articles/Screen Shot 2015-04-09 at 1.31.01 pm.png) + +#### Validity + +Enter From and To date between which this Pricing Rule will be applicable. This will be useful if creating Pricing Rule for sales promotion exercise available for certain days. + +![Pricing Rule Validity]({{docs_base_url}}/assets/img/articles/Screen Shot 2015-04-09 at 1.36.29 pm.png) + +####Disable + +Check Disable to inactive specific Pricing Rule. + +![Pricing Rule Disabled]({{docs_base_url}}/assets/img/articles/Screen Shot 2015-04-09 at 1.37.38 pm.png) + + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/accounts/articles/recurring-order-and-invoices.html b/erpnext/docs/user/manual/en/accounts/articles/recurring-order-and-invoices.html new file mode 100644 index 00000000000..68937610962 --- /dev/null +++ b/erpnext/docs/user/manual/en/accounts/articles/recurring-order-and-invoices.html @@ -0,0 +1,3 @@ +

    Recurring Orders and Invoices

    + +If you have a contract with a Customer where you bill the Customer on a monthly, quarterly, half-yearly or annual basis, you should use recurring feature in orders and invoices.

    Scenario:


    Subscription for your hosted ERPNext account requires yearly renewal. We use Sales Order for generating proforma invoices. To automate proforma invoicing for renewal, we set original Sales Order as recurring. Recurring proforma invoice is created automatically just before customer's account is about to expire, and requires renewal. This recurring Proforma Invoice is also emailed automatically to the customer.

    Feature of setting document as recurring is available in Sales Order, Sales Invoice, Purchase Order and Purchase Invoice.

    Option to set document as recurring will be visible only after submission. Recurring is last section in document. Check Is Recurring to set document as recurring.



    From Date and To Date: This defines contract period with the customer.

    Repeat on the Day of Month: If recurring type is set as Monthly, then it will be day of the month on which  recurring invoice will be generated.

    End Date: Date after which auto-creation of recurring invoice will be stopped.

    Notification Email Address: Email Addresses (separated by comma) on which recurring invoice will be emailed when auto-generated.

    Recurring ID: Recurring ID will be original document id which will be linked to all corresponding recurring document. For example, original Sales Invoice's id will be updated into all recurring Sales Invoices.

    Recurring Print Format: Select a print format to define document view which should be emailed to customer.

    Exception Handling:

    In a situation where recurring invoice is not created successfully, user with System Manager role is notified about it via email. Also the document on which recurring event failed, "Is Recurring" field is unchecked for it. This means system doesn't try creating recurring invoice for that document again.

    Failure in creation of recurring invoice could be due to multiple reasons like wrong email id mentioned in the Email Notification field in Recurring section etc.

    On receipt of notification, if cause of failure is fixed (like correcting email id) within 24 hours, then recurring invoice will be generated automatically. If issue is not fixed within the said time, then document should be created for that month/year manually.

    \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/accounts/articles/update-stock-option-in-sales-invoice.html b/erpnext/docs/user/manual/en/accounts/articles/update-stock-option-in-sales-invoice.html new file mode 100644 index 00000000000..106f38335ed --- /dev/null +++ b/erpnext/docs/user/manual/en/accounts/articles/update-stock-option-in-sales-invoice.html @@ -0,0 +1,3 @@ +

    Update Stock Option in Sales Invoice

    + +The Update Stock check box is available in the Items section within Sales Invoice form.



    Usually the Sales Invoice is a voucher specifying the amount to be paid against Quantity delivered/to be delivered as per a particular Sales Order.

    Checking the update Stock option before submitting an Invoice will directly deduct the Stock from the Inventory on submission of the Sales Invoice. In such a case the Sales Invoice also satisfies the function of a Delivery Note.
    \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/accounts/articles/updating-opening-balance-in-accounts-using-temporary-account.md b/erpnext/docs/user/manual/en/accounts/articles/updating-opening-balance-in-accounts-using-temporary-account.md new file mode 100644 index 00000000000..4962b826f83 --- /dev/null +++ b/erpnext/docs/user/manual/en/accounts/articles/updating-opening-balance-in-accounts-using-temporary-account.md @@ -0,0 +1,44 @@ +

    Updating Opening Balance in Accounts using Temporary Account

    + +For updating opening balances in the Accounts, you will need to use temporary adjustment accounts. In the Chart of Account, two adjustment accounts will be created by default. + +1. Temporary Account (Assets) +2. Temporary Account (Liabilities) + +Since ERPNext is a double entry accounting system, it requires balancing on debit side with credit side in an accounting entry. When start working on fresh ERPNext account, you will have to update opening balance in your Balance Sheet accounts. You can update opening balance in account(s), and use Temporary Account for balancing purpose. + +Let's consider a scenario of updating opening balance in an Account using temporary account. + +#### Identifying Accounts to Update Opening Balance + +Say we have following customer's ledger, and have receivable from them. This receivable should be updated as opening balance in their account. + +1. Comtek Solutions +1. Walky Tele Solution + +Also we can update opening balance on Bank and Cash account. + +1. Bank of Baroda +1. Cash + +All these accounts are located on the Current Asset side, hence will have Debit balance. + +#### Identifying Temporary Account + +To update debit balance in them, we will have to select Credit account for balancing it. Out of the temporary accounts available, we can use `Temporary Account (Liabilities)`. + +##### Opening Balance Entry + +For Current Asset account, their current balance will be updated on the Debit side. The total value of Debit will be entered as Credit Balance for the Temporary Account (Liability). + +![Debit Opening Balance]({{docs_base_url}}/assets/img/articles/$SGrab_431.png) + +Same way, you will update opening balance for the liability account. Since Liability accounts will have credit balance, you will have to select Temporary Account (Asset), which is a Debit account for balancing purpose. + +After you have updated opening balance in all the Asset and Liability account, you will find that balance in the temporary account will be equal. If balance in temporary accounts is not equal, it must be because opening balance is not updated in some account, or other account was used for balancing purpose. + +Since temporary account were used only for balancing purpose, it shall not have any balance in it. To nullify balance in these accounts, you should create a Journal Voucher which will set balance as zero in these account. + +![Temporary Account Nullified]({{docs_base_url}}/assets/img/articles/$SGrab_432.png) + + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/accounts/articles/what-is-the-differences-of-total-and-valuation-in-tax-and-charges.html b/erpnext/docs/user/manual/en/accounts/articles/what-is-the-differences-of-total-and-valuation-in-tax-and-charges.html new file mode 100644 index 00000000000..3d1c7db04f4 --- /dev/null +++ b/erpnext/docs/user/manual/en/accounts/articles/what-is-the-differences-of-total-and-valuation-in-tax-and-charges.html @@ -0,0 +1,34 @@ +

    Purchase Tax or Charges Categories

    + +Consider Tax or Charge field in Purchase Taxes and Charges master has three values.

      +
    1. Total
    2. +
    3. Valuation
    4. +
    5. Total and Valuation


    6. +
    +

    Let's consider an example to understand an effect of value selected in Consider Tax or Charge field.

    +

    We purchase 10 units of item, at the rate of 800, total purchase amount would be 800. Purchased item has 4% VAT tax and INR 100 transportation charges were incurred. + +

    Total:

    + +

    An amount of tax/charge categorized Total will be accounted in the total of purchase transactions, but not in the value of purchased item.

    +

    If VAT 4% is applied on item, it will amount to INR 32. Since VAT is the consumption tax, its should be added value of Purchase Order/Invoice, since it will + be included in payable towards supplier, but its should not be added to the value of Purchased item.

    +

    Hence for tax or charge you wish to be added to transaction total but not to the valuation of item, it should be categorized as Total.

    +

    When Purchase Invoice is submitted, value of tax/charge is booked in respective account. +
    +

    +

    Valuation:

    +

    An amount of tax/charge categorized as Valuation will be added in the value of purchased item, but will not be added to the value of purchase transaction.

    +

    Transportation charge of INR 100 should be categorized as valuation. With this, the value of purchased item will be increased from 800 to 900. Also, it will be not be added to the total of purchase transaction, because it should not be reflected to supplier, + as it will be irrelevant for them. +
    +

    +

    When Purchase Invoice is submitted, value of tax/charge is booked in respective account. Transportation expense will be booked +
    +

    +

    Total and Valuation:

    +

    An amount of tax/charge categorized as for Total and Valuation will be added in the value of purchase item, as well as will be included in the totals of purchase transactions.

    +

    Let's assume that transporter was arranged by our supplier, but we need to pay transportation charges to them. In that case, for transportation charges, category selected should be Total and Valuation. With this INR 100 transportation charges will be + added to actual purchase amount of INR 800. Also, INR 100 will reflect in the total, as it will be payable for us towards supplier. +
    +

    \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/accounts/articles/withdrawing-salary-from-owners-equity-account.md b/erpnext/docs/user/manual/en/accounts/articles/withdrawing-salary-from-owners-equity-account.md new file mode 100644 index 00000000000..860f6eb760b --- /dev/null +++ b/erpnext/docs/user/manual/en/accounts/articles/withdrawing-salary-from-owners-equity-account.md @@ -0,0 +1,21 @@ +

    WIthdrawing Salary from Owner's Equity Account

    + +### Question + +After meeting with my accountant here in the US, I was informed that with my company being a sole member, I should not pay myself a salary that would hit the direct expenses account but instead should take a "draw" that hits the balance sheet and not the expenses. Can you please advise how I should set this up in ERP Next please? + +### Answer + +1. Create an account for **Owner's Equity** under Liabilities if you already do not have. This account will be your investment in the business and the accumulated profits (or losses). It will have a "Credit" type balance. +2. In an Version 5, Equity will be a new head (not under Liabilities). (In either case Assets = Owner's Equity + Liabilities, so your balance sheet will be okay [Learn more about owner's equity account](http://www.accountingcoach.com/blog/what-is-owners-equity)). +3. Create an account for **Owner's Draws** under **Owner's Equity**. +4. Note that the balance of **Owner's Draws** will always be negative since you are reducing money from your total equity / profits. + +### Example + +Example journal entry (using Journal Voucher in ERPNext) for a withdrawal of $1000 would be: + +1. Credit **Cash** $1000 +2. Debit **Owner's Draws** $1000 + + \ No newline at end of file diff --git a/erpnext/docs/user/guides/accounts/budgeting.md b/erpnext/docs/user/manual/en/accounts/budgeting.md similarity index 77% rename from erpnext/docs/user/guides/accounts/budgeting.md rename to erpnext/docs/user/manual/en/accounts/budgeting.md index 8733aa43e4b..a5f35d23d5e 100644 --- a/erpnext/docs/user/guides/accounts/budgeting.md +++ b/erpnext/docs/user/manual/en/accounts/budgeting.md @@ -16,13 +16,13 @@ Select a Cost Center and click on Open. #### Step 1: Click on Edit. -![]({{url_prefix}}/assets/old_images/erpnext/budgeting-1.png) +![]({{docs_base_url}}/assets/old_images/erpnext/budgeting-1.png) -Accounts Receivable +Accounts Receivable #### Step 2: Enter Monthly Distribution. -![]({{url_prefix}}/assets/old_images/erpnext/budgeting-2-1.png) +![]({{docs_base_url}}/assets/old_images/erpnext/budgeting-2-1.png) If you leave the** **distribution ID blank, ERPNext will calculate on a yearly @@ -32,7 +32,7 @@ basis or in equal proportion for every month. -![]({{url_prefix}}/assets/old_images/erpnext/budgeting-3.png) +![]({{docs_base_url}}/assets/old_images/erpnext/budgeting-3.png) @@ -41,13 +41,13 @@ basis or in equal proportion for every month. ERPNext allows you to take a few budget actions. It signifies whether to stop , warn or Ignore if you exceed budgets. -![]({{url_prefix}}/assets/old_images/erpnext/budgeting-4.png) +![]({{docs_base_url}}/assets/old_images/erpnext/budgeting-4.png) These can be defined from the Company record. -![]({{url_prefix}}/assets/old_images/erpnext/budgeting-4-1.png) +![]({{docs_base_url}}/assets/old_images/erpnext/budgeting-4-1.png) diff --git a/erpnext/docs/user/guides/accounts/chart-of-accounts.md b/erpnext/docs/user/manual/en/accounts/chart-of-accounts.md similarity index 91% rename from erpnext/docs/user/guides/accounts/chart-of-accounts.md rename to erpnext/docs/user/manual/en/accounts/chart-of-accounts.md index 148ef027401..99760e7849a 100644 --- a/erpnext/docs/user/guides/accounts/chart-of-accounts.md +++ b/erpnext/docs/user/manual/en/accounts/chart-of-accounts.md @@ -22,7 +22,7 @@ your Chart of Accounts. Financial statement of your company is easily viewable in ERPNext. An Example of a financial statement is given below: -Financial Analytics Balance Sheet +Financial Analytics Balance Sheet To edit your Chart of Accounts in ERPNext go to: @@ -37,7 +37,7 @@ based on statutory (tax, compliance to government regulations) requirements. Let us understand the main groups of the Chart of Accounts. -Chart of Accounts +Chart of Accounts ### Balance Sheet Accounts @@ -75,7 +75,7 @@ beginning and end of your Fiscal Year, they become zero. In ERPNext it is easy to create a Profit and Loss analysis chart. An example of a Profit and Loss analysis chart is given below: -Financial Analytics Profit and Loss Statement +Financial Analytics Profit and Loss Statement (On the first day of the year you have not made any profit or loss, but you still have assets, hence balance sheet accounts never become zero at the @@ -95,7 +95,7 @@ Supplier). > Note: An Account “Ledger” is also sometimes called as Account “Head”. -Chart of Accounts +Chart of Accounts ### Other Account Types @@ -110,7 +110,7 @@ To create new Accounts, explore your Chart of Accounts and click on an Account group under which you want to create the new Account. On the right side, you will see an option to “Open” or “Add Child” a new Account. -Chart of Accounts +Chart of Accounts Option to create will only appear if you click on a Group (folder) type Account. diff --git a/erpnext/docs/user/guides/accounts/credit-limit.md b/erpnext/docs/user/manual/en/accounts/credit-limit.md similarity index 81% rename from erpnext/docs/user/guides/accounts/credit-limit.md rename to erpnext/docs/user/manual/en/accounts/credit-limit.md index df7f7f6e257..299e67057d8 100644 --- a/erpnext/docs/user/guides/accounts/credit-limit.md +++ b/erpnext/docs/user/manual/en/accounts/credit-limit.md @@ -12,7 +12,7 @@ To set credit limit go to Customer - Master #### Figure 1: Credit Limit -Credit Limit +Credit Limit Go to the 'More Info section' and enter the amount in the field Credit Limit. @@ -27,7 +27,7 @@ accept orders or raise credit limits of customers. #### Figure 2: Credit Controller -Credit Limit +Credit Limit Save the changes. diff --git a/erpnext/docs/user/guides/accounts/index.md b/erpnext/docs/user/manual/en/accounts/index.md similarity index 100% rename from erpnext/docs/user/guides/accounts/index.md rename to erpnext/docs/user/manual/en/accounts/index.md diff --git a/erpnext/docs/user/guides/accounts/index.txt b/erpnext/docs/user/manual/en/accounts/index.txt similarity index 94% rename from erpnext/docs/user/guides/accounts/index.txt rename to erpnext/docs/user/manual/en/accounts/index.txt index 5a4a391d0e7..323764e19ea 100644 --- a/erpnext/docs/user/guides/accounts/index.txt +++ b/erpnext/docs/user/manual/en/accounts/index.txt @@ -14,4 +14,5 @@ item-wise-tax point-of-sale-pos-invoice multi-currency-accounting tools -setup \ No newline at end of file +setup +articles diff --git a/erpnext/docs/user/guides/accounts/item-wise-tax.md b/erpnext/docs/user/manual/en/accounts/item-wise-tax.md similarity index 84% rename from erpnext/docs/user/guides/accounts/item-wise-tax.md rename to erpnext/docs/user/manual/en/accounts/item-wise-tax.md index fbc57436202..8c1fc8625f2 100644 --- a/erpnext/docs/user/guides/accounts/item-wise-tax.md +++ b/erpnext/docs/user/manual/en/accounts/item-wise-tax.md @@ -5,7 +5,7 @@ Taxes selected in the Tax and Other Charges in transactions are applied on all t Item master has tax table where you can list taxes which will be applied on it. -![Item wise Tax]({{url_prefix}}/assets/old_images/erpnext/item-wise-tax.png) +![Item wise Tax]({{docs_base_url}}/assets/old_images/erpnext/item-wise-tax.png) Tax rate mentioned in the item master gets preference over tax rate entered in the transactions. @@ -17,7 +17,7 @@ In Taxes and Other Charges master, you should select all the applicable taxes wh For example, if few items has VAT 5 applied on them, other has Service Tax applied, and some other has Excise Duty applicable, then you tax master should have all these taxes selected. -![item wise tax master]({{url_prefix}}/assets/old_images/erpnext/item-wise-tax-master.png) +![item wise tax master]({{docs_base_url}}/assets/old_images/erpnext/item-wise-tax-master.png) ####Step 3: Set Tax Rate as Zero in Taxes and Charges Template @@ -25,6 +25,6 @@ In the Taxes and Other Charges master, tax rate will be updated as ZERO. It mean Based on the above setting, you will have taxes applied on items as mentioned in the respective item master. Check following for an instance. -![item wise tax calculation]({{url_prefix}}/assets/old_images/erpnext/item-wise-tax-calc.png) +![item wise tax calculation]({{docs_base_url}}/assets/old_images/erpnext/item-wise-tax-calc.png) {next} diff --git a/erpnext/docs/user/guides/accounts/journal-entry.md b/erpnext/docs/user/manual/en/accounts/journal-entry.md similarity index 96% rename from erpnext/docs/user/guides/accounts/journal-entry.md rename to erpnext/docs/user/manual/en/accounts/journal-entry.md index 9da656d33c5..68ba22a863d 100644 --- a/erpnext/docs/user/guides/accounts/journal-entry.md +++ b/erpnext/docs/user/manual/en/accounts/journal-entry.md @@ -7,7 +7,7 @@ To create a Journal Entry go to: > Accounts > Documents > Journal Entry > New -Journal Entry +Journal Entry In a Journal Entry, you must select. diff --git a/erpnext/docs/user/guides/accounts/making-payments.md b/erpnext/docs/user/manual/en/accounts/making-payments.md similarity index 94% rename from erpnext/docs/user/guides/accounts/making-payments.md rename to erpnext/docs/user/manual/en/accounts/making-payments.md index 3b6209c712f..2038e6f9b2d 100644 --- a/erpnext/docs/user/guides/accounts/making-payments.md +++ b/erpnext/docs/user/manual/en/accounts/making-payments.md @@ -6,7 +6,7 @@ clicking on “Make Payment Entry” button on “Submitted” invoices. 3. Enter the cheque number, cheque date. 4. Save and Submit. -Manking Payment +Manking Payment Payments can also be made independent of invoices by creating a new Journal Voucher and selecting the type of payment. @@ -29,7 +29,7 @@ For payments to Suppliers, ### Example Payment Journal Entry -Manking Payment +Manking Payment * * * diff --git a/erpnext/docs/user/guides/accounts/multi-currency-accounting.md b/erpnext/docs/user/manual/en/accounts/multi-currency-accounting.md similarity index 86% rename from erpnext/docs/user/guides/accounts/multi-currency-accounting.md rename to erpnext/docs/user/manual/en/accounts/multi-currency-accounting.md index 0b01110e26c..a674f219e23 100644 --- a/erpnext/docs/user/guides/accounts/multi-currency-accounting.md +++ b/erpnext/docs/user/manual/en/accounts/multi-currency-accounting.md @@ -4,15 +4,15 @@ In ERPNext, you can make accounting entries in multiple currency. For example, i To get started with multi-currency accounting, you need to assign accounting currency in Account record. You can define Currency from Chart of Accounts while creating Account. -Set Currency from Chart of Accounts +Set Currency from Chart of Accounts You can also assign / modify the currency by opening specific Account record for existing Accounts. -Modify Account Currency +Modify Account Currency For Customer / Supplier (Party), you can also define it's accounting currency in the Party record. If the Party's accounting currency is different from Company Currency, you have to mention Default Receivable / Payable Account in that currency. -Customer Accounting Currency +Customer Accounting Currency Once you defined Accounting Currency in Party / Account record, you are ready to make transactions against them. If Party's accounting currency is different from Company Currency, system will restrict to make transaction for that party with that currency only. If accounting currency is same as Company Currency, you can make transactions for that Party in any currency. But accounting entries (GL Entries) will always be in Party's Accounting Currency. In any case, currency of Receivable Account will always be same as accounting currency of the Party. @@ -31,7 +31,7 @@ Now, in POS, Paid Amount will be enetered in transaction currency, instead of ea Outstanding Amount and Advance Amount will always be calculated and shown in Customer's Account Currency. -Sales Invoice Outstanding +Sales Invoice Outstanding ### Purchase Invoice @@ -41,14 +41,14 @@ Similarly, in Purchase Invoice, accounting entries will be made based on Supplie In Journal Entry, you can make transactions in different currencies. There is a checkbox "Multi Currency", to enable multi-currency entries. If "Multi Currency" option selected, you will be able to select accounts with different currencies. -Journal Entry Exchange Rate +Journal Entry Exchange Rate In Accounts table, on selection of foreign currency account, system will show Currency section and fetch Account Currency and Exchange Rate automatically. You can change / modify the Exchange Rate later manually. In a single Journal Entry, you can select accounts with only one alternate currency, apart from accounts in Company Currency. Debit / Credit amount should be entered in Account Currency, system will calculate and show the Debit / Credit amount in Company Currency automatically. -Journal Entry in multi currency +Journal Entry in multi currency #### Example 1: Payment Entry Against Customer With Alternate Currency @@ -56,7 +56,7 @@ Suppose, default currency of the company is INR and customer's accounting curren Exchange Rate in the payment entry should always be same as invoice (60), even if exchange rate on the payment date is 62. The bank account will be credited by the amount considering exchange rate as 62. Hence, Exchnage Gain / Loss will be booked based on exchange rate difference. -Payment Entry +Payment Entry #### Example 2: Inter-bank Transfer (USD -> INR) @@ -101,7 +101,7 @@ Lets say, Paypal account debited by following amounts over the week, which has n Suppose, Exchange Rate on the payment date is 62 and Bank Transfer Entry will be look like below: -Inter Bank Transfer +Inter Bank Transfer ## Reports @@ -110,10 +110,10 @@ Suppose, Exchange Rate on the payment date is 62 and Bank Transfer Entry will be In General Ledger, system shows debit / credit amount in both currency if filtered by an Account and Account Currency is different from Company Currency. -General Ledger Report +General Ledger Report ### Accounts Receivable / Payable In Accounts Receivable / Payable report, system shows all the amounts in Party / Account Currency. -Accounts Receivable Report \ No newline at end of file +Accounts Receivable Report \ No newline at end of file diff --git a/erpnext/docs/user/guides/accounts/opening-accounts.md b/erpnext/docs/user/manual/en/accounts/opening-accounts.md similarity index 89% rename from erpnext/docs/user/guides/accounts/opening-accounts.md rename to erpnext/docs/user/manual/en/accounts/opening-accounts.md index 1a39ed6ac48..214642d8d59 100644 --- a/erpnext/docs/user/guides/accounts/opening-accounts.md +++ b/erpnext/docs/user/manual/en/accounts/opening-accounts.md @@ -23,7 +23,7 @@ Based on Voucher Type You can select accounts based on the voucher type. In such a scenario, your balance sheet should be balanced. -Opening Account +Opening Account Also, note that if there are more than 300 ledgers, the system will crash. Thus to avoid such a situation, you can open accounts by using temporary accounts. @@ -46,16 +46,16 @@ Note: Make sure to set “Is Opening” as “Yes” in the More Info section. Complete Journal Entries on the Debit and Credit side. -![Opening Entry]({{url_prefix}}/assets/old_images/erpnext/opening-entry-1.png) +![Opening Entry]({{docs_base_url}}/assets/old_images/erpnext/opening-entry-1.png) To update opening balance is to make Journal Entry for an individual/group of accounts. For example, if you want to update balance in three bank accounts, then make Journal Entrys in this manner. -![Opening Temp Entry]({{url_prefix}}/assets/old_images/erpnext/image-temp-opening.png) +![Opening Temp Entry]({{docs_base_url}}/assets/old_images/erpnext/image-temp-opening.png) -![Opening Entry]({{url_prefix}}/assets/old_images/erpnext/opening-entry-2.png) +![Opening Entry]({{docs_base_url}}/assets/old_images/erpnext/opening-entry-2.png) Temporary Asset and Liability account is used for balancing purpose. When you update opening balance in Liability Account, you can use Temporary Asset Account for balancing. @@ -72,7 +72,7 @@ After completing the accounting entries, the trial balance report will look like the one given below: -![Trial Balance]({{url_prefix}}/assets/old_images/erpnext/trial-balance-1.png) +![Trial Balance]({{docs_base_url}}/assets/old_images/erpnext/trial-balance-1.png) #### Outstanding Invoices diff --git a/erpnext/docs/user/guides/accounts/opening-entry.md b/erpnext/docs/user/manual/en/accounts/opening-entry.md similarity index 61% rename from erpnext/docs/user/guides/accounts/opening-entry.md rename to erpnext/docs/user/manual/en/accounts/opening-entry.md index 2f341a1a086..c6eb94df574 100644 --- a/erpnext/docs/user/guides/accounts/opening-entry.md +++ b/erpnext/docs/user/manual/en/accounts/opening-entry.md @@ -2,6 +2,6 @@ If you are a new company you can start using ERPNext accounting module by going to chart of accounts. However, if you are migrating from a legacy accounting system like Tally or a -Fox Pro based software, please visit [Opening Entry.]({{url_prefix}}/user/guides/accounts/opening-accounts.html) +Fox Pro based software, please visit [Opening Entry.]({{docs_base_url}}/user/guides/accounts/opening-accounts.html) {next} diff --git a/erpnext/docs/user/guides/accounts/point-of-sale-pos-invoice.md b/erpnext/docs/user/manual/en/accounts/point-of-sale-pos-invoice.md similarity index 92% rename from erpnext/docs/user/guides/accounts/point-of-sale-pos-invoice.md rename to erpnext/docs/user/manual/en/accounts/point-of-sale-pos-invoice.md index dbcfc000279..e45b460f464 100644 --- a/erpnext/docs/user/guides/accounts/point-of-sale-pos-invoice.md +++ b/erpnext/docs/user/manual/en/accounts/point-of-sale-pos-invoice.md @@ -19,7 +19,7 @@ all your transactions against this Customer record. In ERPNext all Sales and Purchase transactions, like Sales Invoice, Quotation, Sales Order, Purchase Order etc. can be edited via the POS. There two steps to Setup POS: 1. Enable POS View via (Setup > Customize > Feature Setup) -2. Create a [POS Setting]({{url_prefix}}/user/guides/setting-up/pos-setting.html) record +2. Create a [POS Setting]({{docs_base_url}}/user/guides/setting-up/pos-setting.html) record #### Switch to POS View @@ -42,7 +42,7 @@ clicking on the Item image and the other, is through the Barcode / Serial No. **Barcode / Serial No** \- A Barcode / Serial No is an optical machine-readable representation of data relating to the object to which it is attached. Enter Barcode / Serial No in the box as shown in the image below and pause for a second, the item will be automatically added to the cart. -![POS]({{url_prefix}}/assets/old_images/erpnext/pos-add-item.png) +![POS]({{docs_base_url}}/assets/old_images/erpnext/pos-add-item.png) > Tip: To change the quantity of an Item, enter your desired quantity in the quantity box. These are mostly used if the same Item is purchased in bulk. @@ -63,7 +63,7 @@ button. > Delete button appears only when Items are selected. -![POS]({{url_prefix}}/assets/old_images/erpnext/pos-remove-item.png) +![POS]({{docs_base_url}}/assets/old_images/erpnext/pos-remove-item.png) ### Make Payment @@ -74,7 +74,7 @@ ready to make the Payment. Payment process is divided into 3 steps - 2. Select your “Mode of Payment”. 3. Click on “Pay” button to Save the document. -![POS Payment]({{url_prefix}}/assets/old_images/erpnext/pos-make-payment.png) +![POS Payment]({{docs_base_url}}/assets/old_images/erpnext/pos-make-payment.png) Submit the document to finalise the record. After the document is submitted, you can either print or email it directly to the customer. diff --git a/erpnext/docs/user/guides/accounts/purchase-invoice.md b/erpnext/docs/user/manual/en/accounts/purchase-invoice.md similarity index 95% rename from erpnext/docs/user/guides/accounts/purchase-invoice.md rename to erpnext/docs/user/manual/en/accounts/purchase-invoice.md index ce1aae882fd..433219cf9f8 100644 --- a/erpnext/docs/user/guides/accounts/purchase-invoice.md +++ b/erpnext/docs/user/manual/en/accounts/purchase-invoice.md @@ -9,7 +9,7 @@ To make a new Purchase Invoice, go to: or click on “Make Purchase Invoice” in Purchase Order or Purchase Receipt. -Purchase Invoice +Purchase Invoice The concept of “Posting Date” is again same as Sales Invoice. “Bill No” and “Bill Date” helps to track the bill number as set by your Supplier for diff --git a/erpnext/docs/user/guides/accounts/sales-invoice.md b/erpnext/docs/user/manual/en/accounts/sales-invoice.md similarity index 96% rename from erpnext/docs/user/guides/accounts/sales-invoice.md rename to erpnext/docs/user/manual/en/accounts/sales-invoice.md index 5c95b319aaa..f9a453e1153 100644 --- a/erpnext/docs/user/guides/accounts/sales-invoice.md +++ b/erpnext/docs/user/manual/en/accounts/sales-invoice.md @@ -6,7 +6,7 @@ You can create a Sales Invoice directly from or Click on Make Invoice at the right hand corner of the Delivery Note. -Sales Invoice +Sales Invoice #### Accounting Impact diff --git a/erpnext/docs/user/guides/accounts/setup/accounts-settings.md b/erpnext/docs/user/manual/en/accounts/setup/accounts-settings.md similarity index 78% rename from erpnext/docs/user/guides/accounts/setup/accounts-settings.md rename to erpnext/docs/user/manual/en/accounts/setup/accounts-settings.md index 8465679f7fa..5242b391c6b 100644 --- a/erpnext/docs/user/guides/accounts/setup/accounts-settings.md +++ b/erpnext/docs/user/manual/en/accounts/setup/accounts-settings.md @@ -1,5 +1,5 @@ -Account Settings +Account Settings * Accounts Frozen Upto: Freeze accounting transactions upto specified date, nobody can make / modify entry except specified role. diff --git a/erpnext/docs/user/guides/accounts/setup/cost-center.md b/erpnext/docs/user/manual/en/accounts/setup/cost-center.md similarity index 93% rename from erpnext/docs/user/guides/accounts/setup/cost-center.md rename to erpnext/docs/user/manual/en/accounts/setup/cost-center.md index 79f1a3c3a2a..8b9fcc1c817 100644 --- a/erpnext/docs/user/guides/accounts/setup/cost-center.md +++ b/erpnext/docs/user/manual/en/accounts/setup/cost-center.md @@ -32,7 +32,7 @@ To setup your Chart of Cost Centers go to: > Accounts > Setup > Chart of Cost Centers -![Chart of Cost Center]({{url_prefix}}/assets/old_images/erpnext/chart-of-cost-centers.png) +![Chart of Cost Center]({{docs_base_url}}/assets/old_images/erpnext/chart-of-cost-centers.png) Cost centers help you in one more activity, budgeting. @@ -53,7 +53,7 @@ define a budget distribution that the budget will follow. > Accounts > Setup > Budget Distribution > New Budget Distribution -![Budget Distribution]({{url_prefix}}/assets/old_images/erpnext/budgeting.png) +![Budget Distribution]({{docs_base_url}}/assets/old_images/erpnext/budgeting.png) #### Budget Actions diff --git a/erpnext/docs/user/guides/accounts/setup/fiscal-year.md b/erpnext/docs/user/manual/en/accounts/setup/fiscal-year.md similarity index 92% rename from erpnext/docs/user/guides/accounts/setup/fiscal-year.md rename to erpnext/docs/user/manual/en/accounts/setup/fiscal-year.md index 5509e2fcdd2..618d20b6f9c 100644 --- a/erpnext/docs/user/guides/accounts/setup/fiscal-year.md +++ b/erpnext/docs/user/manual/en/accounts/setup/fiscal-year.md @@ -18,6 +18,6 @@ choose to start its fiscal year on October 1. That way, they know what their income will be for that year, and can adjust their expenses to maintain their desired profit margins. -Fiscal Year +Fiscal Year {next} diff --git a/erpnext/docs/user/guides/accounts/setup/index.md b/erpnext/docs/user/manual/en/accounts/setup/index.md similarity index 100% rename from erpnext/docs/user/guides/accounts/setup/index.md rename to erpnext/docs/user/manual/en/accounts/setup/index.md diff --git a/erpnext/docs/user/guides/accounts/setup/index.txt b/erpnext/docs/user/manual/en/accounts/setup/index.txt similarity index 100% rename from erpnext/docs/user/guides/accounts/setup/index.txt rename to erpnext/docs/user/manual/en/accounts/setup/index.txt diff --git a/erpnext/docs/user/guides/accounts/setup/tax-rule.md b/erpnext/docs/user/manual/en/accounts/setup/tax-rule.md similarity index 58% rename from erpnext/docs/user/guides/accounts/setup/tax-rule.md rename to erpnext/docs/user/manual/en/accounts/setup/tax-rule.md index fdbc7040225..72ecf118bff 100644 --- a/erpnext/docs/user/guides/accounts/setup/tax-rule.md +++ b/erpnext/docs/user/manual/en/accounts/setup/tax-rule.md @@ -1,6 +1,6 @@ -You can define which [Tax Template]({{url_prefix}}/user/guides/setting-up/setting-up-taxes.html) must be applied on a Sales / Purchase transaction using Tax Rule. +You can define which [Tax Template]({{docs_base_url}}/user/guides/setting-up/setting-up-taxes.html) must be applied on a Sales / Purchase transaction using Tax Rule. -Tax Rule +Tax Rule You can define Tax Rules for Sales or Purchase Taxes. While making a Transaction the system will select and apply tax template based on the tax rule defined. @@ -10,9 +10,9 @@ Let us consider a senario to understand Tax Rule Better. Suppose we define 2 Tax Rules as below. -Tax Rule +Tax Rule -Tax Rule +Tax Rule Here Tax Rule 1 has Billing Country as India and Tax Rule 2 has Billing Country as United Kingdom diff --git a/erpnext/docs/user/guides/accounts/tools/bank-reconciliation.md b/erpnext/docs/user/manual/en/accounts/tools/bank-reconciliation.md similarity index 90% rename from erpnext/docs/user/guides/accounts/tools/bank-reconciliation.md rename to erpnext/docs/user/manual/en/accounts/tools/bank-reconciliation.md index 1fd0b378d7d..f2afe767038 100644 --- a/erpnext/docs/user/guides/accounts/tools/bank-reconciliation.md +++ b/erpnext/docs/user/manual/en/accounts/tools/bank-reconciliation.md @@ -15,7 +15,7 @@ The Bank Reconciliation statement in ERPNext comes in the form of a report. #### Figure 1: Bank Reconciliation Statement -![]({{url_prefix}}/assets/old_images/erpnext/bank-reconciliation-2.png) +![]({{docs_base_url}}/assets/old_images/erpnext/bank-reconciliation-2.png) @@ -45,7 +45,7 @@ __Step 4:__ Click on the JV from the table and update clearance date. #### Figure 2: Bank Reconciliation Tool -Bank Reconciliation +Bank Reconciliation __Step 5:__ Click on the button 'Update Clearance Date'. diff --git a/erpnext/docs/user/guides/accounts/tools/index.md b/erpnext/docs/user/manual/en/accounts/tools/index.md similarity index 100% rename from erpnext/docs/user/guides/accounts/tools/index.md rename to erpnext/docs/user/manual/en/accounts/tools/index.md diff --git a/erpnext/docs/user/guides/accounts/tools/index.txt b/erpnext/docs/user/manual/en/accounts/tools/index.txt similarity index 100% rename from erpnext/docs/user/guides/accounts/tools/index.txt rename to erpnext/docs/user/manual/en/accounts/tools/index.txt diff --git a/erpnext/docs/user/guides/accounts/tools/payment-reconciliation.md b/erpnext/docs/user/manual/en/accounts/tools/payment-reconciliation.md similarity index 90% rename from erpnext/docs/user/guides/accounts/tools/payment-reconciliation.md rename to erpnext/docs/user/manual/en/accounts/tools/payment-reconciliation.md index bf4a65f243f..c719623781f 100644 --- a/erpnext/docs/user/guides/accounts/tools/payment-reconciliation.md +++ b/erpnext/docs/user/manual/en/accounts/tools/payment-reconciliation.md @@ -11,7 +11,7 @@ To use Payment Reconciliation Tool go to, Accounts > Tools > Payment Reconciliation -Payment Reconciliation +Payment Reconciliation __Step 1:__ Select the Account against whom the payments need to be reconciled. diff --git a/erpnext/docs/user/guides/accounts/tools/payment-tool.md b/erpnext/docs/user/manual/en/accounts/tools/payment-tool.md similarity index 81% rename from erpnext/docs/user/guides/accounts/tools/payment-tool.md rename to erpnext/docs/user/manual/en/accounts/tools/payment-tool.md index f96ca5b91b5..a5d69661a7a 100644 --- a/erpnext/docs/user/guides/accounts/tools/payment-tool.md +++ b/erpnext/docs/user/manual/en/accounts/tools/payment-tool.md @@ -11,14 +11,14 @@ To go to Payment Tool, click on Accounts > Tools > Payment Tool. 6. Click on Get Outstanding Vouchers to fetch all the valid Vouchers, Invoices and Orders against which a payment can be made/received. These will appear in the Against Voucher section. * __Note:__ In case User is paying a customer or receiving payment from a supplier, add the details regarding the relevant invoices and orders manually. -Payment Tool +Payment Tool 7. Once details have been fetched, click on the detail entry and enter the payment amount made against that Invoice/Order/Voucher -Payment Tool +Payment Tool 8. Click on 'Make Journal Entry' to generate a new Journal Entry with the relevant Party Details and Credit/Debit details filled in. -Payment Tool +Payment Tool {next} diff --git a/erpnext/docs/user/guides/accounts/tools/period-closing-voucher.md b/erpnext/docs/user/manual/en/accounts/tools/period-closing-voucher.md similarity index 93% rename from erpnext/docs/user/guides/accounts/tools/period-closing-voucher.md rename to erpnext/docs/user/manual/en/accounts/tools/period-closing-voucher.md index 5c0e203d0d9..fbec8d1a631 100644 --- a/erpnext/docs/user/guides/accounts/tools/period-closing-voucher.md +++ b/erpnext/docs/user/manual/en/accounts/tools/period-closing-voucher.md @@ -19,7 +19,7 @@ In ERPNext after making all the special entries via Journal Entry for the curren **Closing Fiscal Year** will be an year for which you are closing your financial statement. -Period Closing Voucher +Period Closing Voucher This voucher will transfer Profit or Loss (availed from P&L statment) to Closing Account Head. You should select a libility account like Reserves and Surplus, or Capital Fund account as Closing Account. diff --git a/erpnext/docs/user/manual/en/buying/articles/index.md b/erpnext/docs/user/manual/en/buying/articles/index.md new file mode 100644 index 00000000000..4e1be287e18 --- /dev/null +++ b/erpnext/docs/user/manual/en/buying/articles/index.md @@ -0,0 +1 @@ +{content} \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/buying/articles/index.txt b/erpnext/docs/user/manual/en/buying/articles/index.txt new file mode 100644 index 00000000000..c0ed867e5b3 --- /dev/null +++ b/erpnext/docs/user/manual/en/buying/articles/index.txt @@ -0,0 +1,3 @@ +maintaining-suppliers-part-no-in-item +managing-purchase-uom-and-stock-uom +select-material-requests-based-on-supplier \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/buying/articles/maintaining-suppliers-part-no-in-item.md b/erpnext/docs/user/manual/en/buying/articles/maintaining-suppliers-part-no-in-item.md new file mode 100644 index 00000000000..52f4c977922 --- /dev/null +++ b/erpnext/docs/user/manual/en/buying/articles/maintaining-suppliers-part-no-in-item.md @@ -0,0 +1,20 @@ +

    Maintaining Supplier's Item Code in the Item master

    + +Since each company has their own item coding standards, for each item, your item code differ from supplier's Item Code. ERPNext allows you to track Supplier's Item Code in your item master, so that you refer to each others item code while transacting. Also you can fetch Supplier's Item Code in your purchase transactions, so that they can easily recognize item referring to their Item Code. + +#### 1. Updating Supplier Item Code In Item + +Under Purchase section in the Item master, you will find table to track Item Code for each Supplier. + +![Item Supplier Item Code]({{docs_base_url}}/assets/img/articles/Supplier Item Code.png) + +#### 2. Supplier's Item Code in Transactions + +Each purchase transaction has field in the Item table where Supplier's Item Code is fetched. This field is hidden in form as well as in the Standard print format. You can make it visible by changing property for this field from [Customize Form](https://erpnext.com/user-guide/customize-erpnext/customize-form). + +Supplier Item Code will only be fetched in the purchase transaction, if both Supplier and Item Code selected in purchase transaction is mapped with value mentioned in the Item master. + +![Supplier Item Code in transaction]({{docs_base_url}}/assets/img/articles/Supplier Item Code in Purchase Order.png) + + + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/buying/articles/managing-purchase-uom-and-stock-uom.md b/erpnext/docs/user/manual/en/buying/articles/managing-purchase-uom-and-stock-uom.md new file mode 100644 index 00000000000..d4d97be99d7 --- /dev/null +++ b/erpnext/docs/user/manual/en/buying/articles/managing-purchase-uom-and-stock-uom.md @@ -0,0 +1,47 @@ +

    Managing Purchase UoM and Stock UoM

    + +When purchasing an item, you can set purchase UoM (Unit of Measurement) which could be different from item's stock UoM. + +### Scenario: + +Item ABC is stocked in Nos, but purchased in Cartons. Hence in the Purchase Order, you will need to update UoM as Carton. + +### 1. Editing Purchase UoM + + +#### Step 1.1: Edit UoM in the Purchase Order + +In the Purchase Order, you will find two UoM fied. + +- UoM +- Stock UoM + +In both the fields, default UoM of an item will be updated. You should edit UoM field, and select Purchase UoM (Carton in this case). + +![Item Purchase UoM]({{docs_base_url}}/assets/img/articles/Screen Shot 2015-02-19 at 4.10.35 pm.png) + +#### Step 1.2: Update UoM Conversion Factor + +In one Carton, if you get 20 Nos. of item ABC, then UoM Conversion Factor would be 20. + +![Item Conversion Factor]({{docs_base_url}}/assets/img/articles/Screen Shot 2015-02-19 at 4.11.58 pm.png) + +Based on the Qty and Conversion Factor, qty will be calculated in the Stock UoM of an item. If you purchase just one carton, then Qty in the stock UoM will be set as 20. + +![Purchase Qty in Default UoM]({{docs_base_url}}/assets/img/articles/Screen Shot 2015-02-19 at 4.14.46 pm.png) + +### 2. Stock Ledger Posting + +Irrespective of the Purchase UoM selected, stock ledger posting will be done in the Default UoM of an item only. Hence you should ensure that conversion factor is entered correctly while purchasing item in different UoM. + +With this, we can conclude that, updating Purchase UoM is mainly for the reference of the supplier. In the print format, you will see item qty in the Purchase UoM. + +![Print Format in Purchase UoM]({{docs_base_url}}/assets/img/articles/Screen Shot 2015-02-19 at 4.15.27 pm.png) + +### 3. Setting Conversion Factor in the Item master + +In the Item master, under Purchase section, you can list all the possible purchase UoM of an item, with its UoM Conversion Factor. + +![Purchase UoM master]({{docs_base_url}}/assets/img/articles/Screen Shot 2015-02-19 at 4.13.16 pm.png) + + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/buying/articles/select-material-requests-based-on-supplier.md b/erpnext/docs/user/manual/en/buying/articles/select-material-requests-based-on-supplier.md new file mode 100644 index 00000000000..6b596950469 --- /dev/null +++ b/erpnext/docs/user/manual/en/buying/articles/select-material-requests-based-on-supplier.md @@ -0,0 +1,19 @@ +

    Select Material Requests based on Supplier

    + +Question: How to create a single Purchase Order from multiple Material Requests for all Items that are purchased from common Supplier?
    +
    Answer: +
    +
    Material Requests can be individually fetched from Purchase Orders using the 'From Material Request' button. However this procedure becomes tedious when there are multiple Material Requests for items that are purchased from a single supplier.
    +
    A more efficient way; +
    +
    Step 1: When creating a Purchase order use the 'For Supplier' button in the form. +
    +

    +
    Step 2: In the 'Get From Supplier' pop-up enter the Supplier name and click on 'Get'. +
    +

    +
    Step 3: All the items associated with a Material Request and having the default Supplier, will be fetched in the Items Table. Any Item that is not required can be deleted. +
    +

    +
    Note: For this feature to map the Items correctly, the Default Supplier field in the Item Master must be filled.
    +
    \ No newline at end of file diff --git a/erpnext/docs/user/guides/buying/index.md b/erpnext/docs/user/manual/en/buying/index.md similarity index 100% rename from erpnext/docs/user/guides/buying/index.md rename to erpnext/docs/user/manual/en/buying/index.md diff --git a/erpnext/docs/user/guides/buying/index.txt b/erpnext/docs/user/manual/en/buying/index.txt similarity index 67% rename from erpnext/docs/user/guides/buying/index.txt rename to erpnext/docs/user/manual/en/buying/index.txt index 9c87d09d8e4..a12bb064625 100644 --- a/erpnext/docs/user/guides/buying/index.txt +++ b/erpnext/docs/user/manual/en/buying/index.txt @@ -2,3 +2,5 @@ supplier supplier-quotation purchase-order setup +articles +purchase-taxes diff --git a/erpnext/docs/user/guides/buying/purchase-order.md b/erpnext/docs/user/manual/en/buying/purchase-order.md similarity index 90% rename from erpnext/docs/user/guides/buying/purchase-order.md rename to erpnext/docs/user/manual/en/buying/purchase-order.md index b6badf62384..e7f24290fa5 100644 --- a/erpnext/docs/user/guides/buying/purchase-order.md +++ b/erpnext/docs/user/manual/en/buying/purchase-order.md @@ -7,7 +7,7 @@ Supplier Quotation. #### Purchase Order Flow Chart -![Purchase Order]({{url_prefix}}/assets/old_images/erpnext/purchase-order-f.jpg) +![Purchase Order]({{docs_base_url}}/assets/old_images/erpnext/purchase-order-f.jpg) In ERPNext, you can also make a Purchase Order directly by going to: @@ -15,7 +15,7 @@ In ERPNext, you can also make a Purchase Order directly by going to: #### Create Purchase Order -Purchase Order +Purchase Order Entering a Purchase Order is very similar to a Purchase Request, additionally you will have to set: @@ -73,7 +73,7 @@ Nos (from the Item form) #### Figure 3: Conversion of Purchase UOM to stock UOM -Purchase Order - UOM +Purchase Order - UOM __Step 4:__ Mention the UOM conversion factor. For example, (100);If one box has 100 pieces. diff --git a/erpnext/docs/user/guides/buying/purchase-taxes.md b/erpnext/docs/user/manual/en/buying/purchase-taxes.md similarity index 95% rename from erpnext/docs/user/guides/buying/purchase-taxes.md rename to erpnext/docs/user/manual/en/buying/purchase-taxes.md index 0e5ebb3a201..871ff960812 100644 --- a/erpnext/docs/user/guides/buying/purchase-taxes.md +++ b/erpnext/docs/user/manual/en/buying/purchase-taxes.md @@ -8,7 +8,7 @@ Orders and Purchase Invoices. > Buying > Setup > Purchase Taxes and Charges Template > New Purchase Taxes and Charges Master -![Purchase-Taxes]({{url_prefix}}/assets/old_images/erpnext/purchase-taxes.png) +![Purchase-Taxes]({{docs_base_url}}/assets/old_images/erpnext/purchase-taxes.png) diff --git a/erpnext/docs/user/guides/buying/setup/buying-settings.md b/erpnext/docs/user/manual/en/buying/setup/buying-settings.md similarity index 89% rename from erpnext/docs/user/guides/buying/setup/buying-settings.md rename to erpnext/docs/user/manual/en/buying/setup/buying-settings.md index dc9fa8e143a..c89c5d1aff5 100644 --- a/erpnext/docs/user/guides/buying/setup/buying-settings.md +++ b/erpnext/docs/user/manual/en/buying/setup/buying-settings.md @@ -1,6 +1,6 @@ Buying Settings is where you can define properties which will be applied in the Buying module's transactions. -![Buying Settings]({{url_prefix}}/assets/img/buying/buying-settings.png) +![Buying Settings]({{docs_base_url}}/assets/img/buying/buying-settings.png) Let us look at the various options that can be configured: @@ -14,7 +14,7 @@ You can define or select the Naming Series pattern from: > Setup > Settings > Naming Series -[Click here to know more about defining a Naming Series.]({{url_prefix}}/user/guides/setting-up/settings/naming-series.html) +[Click here to know more about defining a Naming Series.]({{docs_base_url}}/user/guides/setting-up/settings/naming-series.html) ### 2. Default Supplier Type diff --git a/erpnext/docs/user/guides/buying/setup/index.md b/erpnext/docs/user/manual/en/buying/setup/index.md similarity index 100% rename from erpnext/docs/user/guides/buying/setup/index.md rename to erpnext/docs/user/manual/en/buying/setup/index.md diff --git a/erpnext/docs/user/guides/buying/setup/index.txt b/erpnext/docs/user/manual/en/buying/setup/index.txt similarity index 100% rename from erpnext/docs/user/guides/buying/setup/index.txt rename to erpnext/docs/user/manual/en/buying/setup/index.txt diff --git a/erpnext/docs/user/guides/buying/setup/supplier-type.md b/erpnext/docs/user/manual/en/buying/setup/supplier-type.md similarity index 91% rename from erpnext/docs/user/guides/buying/setup/supplier-type.md rename to erpnext/docs/user/manual/en/buying/setup/supplier-type.md index 9ca89780696..61f65fa6892 100644 --- a/erpnext/docs/user/guides/buying/setup/supplier-type.md +++ b/erpnext/docs/user/manual/en/buying/setup/supplier-type.md @@ -14,7 +14,7 @@ You can create your own category of Supplier Type. > Buying > Setup > Supplier Type > New Supplier Type -Supplier Type +Supplier Type You can classify your suppliers from a range of choice available in ERPNext. Choose from a set of given options like Distributor, Electrical,Hardware, diff --git a/erpnext/docs/user/guides/buying/supplier-quotation.md b/erpnext/docs/user/manual/en/buying/supplier-quotation.md similarity index 84% rename from erpnext/docs/user/guides/buying/supplier-quotation.md rename to erpnext/docs/user/manual/en/buying/supplier-quotation.md index a0047e68675..0f1d51aae40 100644 --- a/erpnext/docs/user/guides/buying/supplier-quotation.md +++ b/erpnext/docs/user/manual/en/buying/supplier-quotation.md @@ -8,7 +8,7 @@ You can make a supplier quotation from a Material Request #### Supplier Quotation Flow-Chart -![Supplier Quotation]({{url_prefix}}/assets/old_images/erpnext/supplier-quotation-f.jpg) +![Supplier Quotation]({{docs_base_url}}/assets/old_images/erpnext/supplier-quotation-f.jpg) You can also make a Supplier Quotation directly from: @@ -16,7 +16,7 @@ You can also make a Supplier Quotation directly from: #### Create Supplier Quotation -Supplier Quotation +Supplier Quotation If you have multiple Suppliers who supply you with the same Item, you usually send out a message (Request for Quote) to various Suppliers. In diff --git a/erpnext/docs/user/guides/buying/supplier.md b/erpnext/docs/user/manual/en/buying/supplier.md similarity index 92% rename from erpnext/docs/user/guides/buying/supplier.md rename to erpnext/docs/user/manual/en/buying/supplier.md index 9e20642c977..455e06020b3 100644 --- a/erpnext/docs/user/guides/buying/supplier.md +++ b/erpnext/docs/user/manual/en/buying/supplier.md @@ -5,7 +5,7 @@ You can create a new Supplier via: > Buying > Documents > Supplier > New Supplier -Supplier Master +Supplier Master ### Contacts and Addresses diff --git a/erpnext/docs/user/guides/customer-portal/customer-orders-invoices-and-shipping-status.md b/erpnext/docs/user/manual/en/customer-portal/customer-orders-invoices-and-shipping-status.md similarity index 62% rename from erpnext/docs/user/guides/customer-portal/customer-orders-invoices-and-shipping-status.md rename to erpnext/docs/user/manual/en/customer-portal/customer-orders-invoices-and-shipping-status.md index b176d108824..83d7bf6494e 100644 --- a/erpnext/docs/user/guides/customer-portal/customer-orders-invoices-and-shipping-status.md +++ b/erpnext/docs/user/manual/en/customer-portal/customer-orders-invoices-and-shipping-status.md @@ -2,21 +2,21 @@ ERPNext Web Portal gives your customers quick access to their Orders, Invoices and Shipments Customers can check the status of their orders, invoices, and shipping status by logging on to the web. -![Portal Menu]({{url_prefix}}/assets/old_images/erpnext/portal-menu.png) +![Portal Menu]({{docs_base_url}}/assets/old_images/erpnext/portal-menu.png) Once an order is raised, either using the Shopping Cart or from within ERPNext, your customer can view the order and keep an eye on the billing and shipment status. When the invoice and payment against these orders are submitted, the customer can see the updated status on the portal, at a glance. -![Customer Portal]({{url_prefix}}/assets/old_images/erpnext/customer-portal-orders-1.png) +![Customer Portal]({{docs_base_url}}/assets/old_images/erpnext/customer-portal-orders-1.png) #### Invoice with paid status. -![Invoice Paid]({{url_prefix}}/assets/old_images/erpnext/portal-invoice-paid.png) +![Invoice Paid]({{docs_base_url}}/assets/old_images/erpnext/portal-invoice-paid.png) #### Invoice with billed status. -![Billed Invoice]({{url_prefix}}/assets/old_images/erpnext/portal-order-billed.png) +![Billed Invoice]({{docs_base_url}}/assets/old_images/erpnext/portal-order-billed.png) {next} diff --git a/erpnext/docs/user/guides/customer-portal/index.md b/erpnext/docs/user/manual/en/customer-portal/index.md similarity index 100% rename from erpnext/docs/user/guides/customer-portal/index.md rename to erpnext/docs/user/manual/en/customer-portal/index.md diff --git a/erpnext/docs/user/guides/customer-portal/index.txt b/erpnext/docs/user/manual/en/customer-portal/index.txt similarity index 100% rename from erpnext/docs/user/guides/customer-portal/index.txt rename to erpnext/docs/user/manual/en/customer-portal/index.txt diff --git a/erpnext/docs/user/manual/en/customer-portal/issues.md b/erpnext/docs/user/manual/en/customer-portal/issues.md new file mode 100644 index 00000000000..79ac676f9b2 --- /dev/null +++ b/erpnext/docs/user/manual/en/customer-portal/issues.md @@ -0,0 +1,22 @@ +The customer portal makes it very easy for a customer to raise concerns. A +simple and intuitive interface facilitates your customer to report their +concerns as Issues. They can view the complete thread of their +conversation. + +#### Empty Ticket List + +![Ticket List]({{docs_base_url}}/assets/old_images/erpnext/portal-ticket-list-empty.png) + +#### New Issue + +![New Ticket]({{docs_base_url}}/assets/old_images/erpnext/portal-new-ticket.png) + +#### Open Issue + +![Open Issue]({{docs_base_url}}/assets/old_images/erpnext/portal-ticket-1.png) + +#### Reply on Issue + +![Reply Issue]({{docs_base_url}}/assets/old_images/erpnext/portal-ticket-reply.png) + +{next} diff --git a/erpnext/docs/user/guides/customer-portal/portal-login.md b/erpnext/docs/user/manual/en/customer-portal/portal-login.md similarity index 65% rename from erpnext/docs/user/guides/customer-portal/portal-login.md rename to erpnext/docs/user/manual/en/customer-portal/portal-login.md index 9d657a827e0..4a3b60c9c7c 100644 --- a/erpnext/docs/user/guides/customer-portal/portal-login.md +++ b/erpnext/docs/user/manual/en/customer-portal/portal-login.md @@ -1,6 +1,6 @@ To login into the customer account, the customer has to use his email id and the password sent by ERPNext; generated through the sign-up process. -![Login]({{url_prefix}}/assets/old_images/erpnext/customer-portal-login.png) +![Login]({{docs_base_url}}/assets/old_images/erpnext/customer-portal-login.png) {next} diff --git a/erpnext/docs/user/guides/customer-portal/sign-up.md b/erpnext/docs/user/manual/en/customer-portal/sign-up.md similarity index 54% rename from erpnext/docs/user/guides/customer-portal/sign-up.md rename to erpnext/docs/user/manual/en/customer-portal/sign-up.md index 2e95d494bc7..01929ecc0b3 100644 --- a/erpnext/docs/user/guides/customer-portal/sign-up.md +++ b/erpnext/docs/user/manual/en/customer-portal/sign-up.md @@ -2,19 +2,19 @@ Customers have to log-in to the Company Website, and sign-up as a customer. #### Step 1: Click on Login Icon -![Sign Up]({{url_prefix}}/assets/old_images/erpnext/customer-portal-sign-up-1.png) +![Sign Up]({{docs_base_url}}/assets/old_images/erpnext/customer-portal-sign-up-1.png) #### Step 2: Click on Sign Up Icon -![Sign Up]({{url_prefix}}/assets/old_images/erpnext/customer-portal-sign-up-2.png) +![Sign Up]({{docs_base_url}}/assets/old_images/erpnext/customer-portal-sign-up-2.png) #### Step 3: Enter Customer Name and ID -![Sign Up]({{url_prefix}}/assets/old_images/erpnext/customer-portal-sign-up-3.png) +![Sign Up]({{docs_base_url}}/assets/old_images/erpnext/customer-portal-sign-up-3.png) After the sign up process, a mail will be sent to the customers email id with the password details. diff --git a/erpnext/docs/user/manual/en/customize-erpnext/articles/allow-fields-to-be-changed-after-submit.md b/erpnext/docs/user/manual/en/customize-erpnext/articles/allow-fields-to-be-changed-after-submit.md new file mode 100644 index 00000000000..7460568d671 --- /dev/null +++ b/erpnext/docs/user/manual/en/customize-erpnext/articles/allow-fields-to-be-changed-after-submit.md @@ -0,0 +1,26 @@ +

    Allow Fields to be Changed After Submit

    + +In many cases a field may need to be changed even after the document has been submitted to allow flexibility. The _Allow On Submit_ option is available for such a purpose. Certain standard fields in Doctypes are set as Allow On Submit by default (such as _Letterhead_ and _Print Heading_ in Invoices). The user can set Custom Fields as Allow On Submit using Customize Form. + +**Note:** Standard Fields cannot be set as Allow On Submit by a User + +#### Step 1: Go to Customize Form in Setup Module. + +```Setup >> Customize >> Customize Form``` + +#### +####Step 2: Select the form containing the desired Custom Field in _Enter Form Type_ field. + +![]({{docs_base_url}}/assets/img/articles/kb_custom_name.png) + +#### **Step 3:** In the _Fields_ section, scroll down, click on the Custom field and check the _Allow On Submit._ + +![]({{docs_base_url}}/assets/img/articles/kb_allowonsubmit_checkinform.png) + +_This field can now be changed even after the Document is submitted_. + +**Note:** The Custom Fields can also be set as Allow On Submit during the time of creation by checking the Allow On Submit option that is available. +![]({{docs_base_url}}/assets/img/articles/kb_allowonsubmit_checkinfield.png) + + + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/customize-erpnext/articles/creating-custom-link-field.html b/erpnext/docs/user/manual/en/customize-erpnext/articles/creating-custom-link-field.html new file mode 100644 index 00000000000..cf27229148e --- /dev/null +++ b/erpnext/docs/user/manual/en/customize-erpnext/articles/creating-custom-link-field.html @@ -0,0 +1,7 @@ +

    Creating Custom Link Fields

    + +Users can create Custom Link Fields within DocTypes by following these steps; + + + +

    Step 1: Go to Customize Form in Setup Module.

    Setup >> Customize >> Customize Form

    Step 2: Select the desired form in Enter Form Type field.



    Step 3: In the Fields section;

    Insert a new Field row and set the attributes as;

    • Label: Desired label that user wishes to display in the form
    • Type: Set as 'Link'
    • Name: Desired name for the field
    • Options: Enter the name of the Doctype to which the field is linked




    Note: Please refer to https://frappe.io/kb/customization/form-architecture for more information about the form structure

    \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/customize-erpnext/articles/customizing-sorting-order-in-the-list-view.md b/erpnext/docs/user/manual/en/customize-erpnext/articles/customizing-sorting-order-in-the-list-view.md new file mode 100644 index 00000000000..cc7ac01a049 --- /dev/null +++ b/erpnext/docs/user/manual/en/customize-erpnext/articles/customizing-sorting-order-in-the-list-view.md @@ -0,0 +1,29 @@ +

    Customizing Sorting Order in the List View

    + +**Question:** I want records in my Item List sorted based on Desc Order of Item Code. + +**Answers:** Following are the steps to customize Sort Order for the Item master. These steps will be applicable for customizing Sort Order for the other documents as well. + +####Step 1: Go to Customize Form + +`Setup > Customize > Customize Form` + +####Step 2: Select Doctype + +Select document for which you Sort Order is to be customized. Considering a scenario, Item should be selected in the Doctype field. + +####Step 3: Update Sort Details + +In the Customize Form, you will find these fields. + +![Sort Order field]({{docs_base_url}}/assets/img/articles/Screen Shot 2015-04-02 at 3.26.51 pm.png) + +1. Sort Field + +Select field based on which sorting will be done. It will be "Item_Code" field in scenario. + +2. Sort Order + +Sort Order will be two possible options, **Asc** for ascending, and **Desc** for descending. + + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/customize-erpnext/articles/deleting-custom-reports.md b/erpnext/docs/user/manual/en/customize-erpnext/articles/deleting-custom-reports.md new file mode 100644 index 00000000000..bb0461ce0ca --- /dev/null +++ b/erpnext/docs/user/manual/en/customize-erpnext/articles/deleting-custom-reports.md @@ -0,0 +1,23 @@ +

    Deleting Custom Reports

    + +ERPNext has several [types of reports](https://erpnext.com/kb/report/making-custom-reports-in-erpnext) which can be customize as per the companies/users requirement. + +If there is a report custom report which needs to be deleted, it can be achieved by following steps given below. Please note that its applicable only for the Custom Report, and not for the standard reports. + +####Report List + +In the Awesome Bar, type and select "Report List" for an option. + +![Report Search]({{docs_base_url}}/assets/img/articles/$SGrab_316.png) + +####Selecting and Deleting Report + +The Report List will have all the standard and custom reports of your account. You can select Custom Report to be deleted from the list itself, and click on Delete icon. + +![Report List]({{docs_base_url}}/assets/img/articles/$SGrab_317.png) + +Or you can open that report, and delete it from File menu option. + +![Report Delete]({{docs_base_url}}/assets/img/articles/$SGrab_318.png) + + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/customize-erpnext/articles/disable-rounded-total.md b/erpnext/docs/user/manual/en/customize-erpnext/articles/disable-rounded-total.md new file mode 100644 index 00000000000..2f9655ce72d --- /dev/null +++ b/erpnext/docs/user/manual/en/customize-erpnext/articles/disable-rounded-total.md @@ -0,0 +1,23 @@ +

    Disable Rounded Total

    + +Each transaction in ERPNext has Standard print format. For transactions, Standard print format covers Rounded Total for that transaction by default. + +![Print Preview]({{docs_base_url}}/assets/img/articles/Selection_053.png) + +If you don't wish rounded total to be shown in the Standard Print Format, please complete following settings. + +####1. Go to Global Settings + +`Setup > Settings > Global Settings` + +####2. Set Global Defaults + +Check Disable Rounded Total, and Save Global Defaults. + +![Global Default]({{docs_base_url}}/assets/img/articles/Selection_052.png) + +For system to take effect of this setting, you should clear cache and refresh your ERPNext account. Then your print formats shall not render value for the Rounded Total in the print formats. + +
    Note: This setting will only affect Standard print formats.
    + + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/customize-erpnext/articles/field-types.html b/erpnext/docs/user/manual/en/customize-erpnext/articles/field-types.html new file mode 100644 index 00000000000..6b1c38b2b94 --- /dev/null +++ b/erpnext/docs/user/manual/en/customize-erpnext/articles/field-types.html @@ -0,0 +1,168 @@ +

    Field Types

    + +

    Following are the types of fields you can define while creating new ones, or while amend standard ones.

    +
      +
    • Attach: + +
      +
      Attach field allows you browsing file from File Manager and attach in the transaction. +
      +
      + +
      +
      +
    • +
    • Button: + +
      +
      This Field Type will generate a Button, on clicking which you can execute some function. +
      +
      +
    • +
    • Check: + +
      +
      Check will generate a check box field. +
      +
      + +
      +
      +
    • +
    • Column Break: + +
      +
      Since ERPNext has two column layout, using Column Break fields, you can divide set of fields on either side. +
      +
      + +
      +
      +
    • +
    • Currency: + +
      +
      Currency field holds numeric value, upto two decimal place. Also you can have currency symbol being shown for the currency field. +
      +
      + +
      +
      +
    • +
    +
      +
    • Data: + +
      +
      Data field allows you entering value upto 255 character. +
      +
      + +
      +
      +
    • +
    • Date and Time:

      This field will give you date and time picker, with value for current date and time (as provided by your computer) set by default. +
      +


      + +
    • +
    • Dynamic Link:

      Link field is one which pulls data from another master/table. Dynamic link field is connected with multiple masters at the same time. Its link is determined based on value selected in the previous field. +
      +
      Example: Customer will be Dynamic field in the Quotation form. If use selects Quotation made for Customer, then Customer field will be linked to Customer master, and suggest records accordingly. If user selects that Quotation is for Lead, then same Customer + field will be linked to Lead master. +
      +
      +
    • +
    • Float: + +
      +
      Float field carries numeric value, upto six decimal place. Float Precision set in Setup >> Settings >> System Setting will be applicable on all the link field. For float field, decimal places generated will be as define in Float Precision. +
      +
      + +
      If you need more than two decimal place in the Currency field, you can change its field type to Float field from Customize Form. +
      +
      +
    • +
    • Image: + +
      +
      Image field will render an image file selected in another attach field. +
      +
      + +
      +
      For the Image field, under Option, Attach field name should be provide which this field will refer to for image file, and render that image file. +
      +
      +
    • +
    • Int (Integer): + +
      +
      Integer field holds numeric value, without decimal place. +
      +
      +
    • +
    • Link Field: +
      +
      Link field is connected with another master from where it fetches data. +
      +
      + +
      +
      +
    • +
    • Password:

      Password field will decode value in it. Extra coding will be required for validating password of specific user.

      + +
    • +
    • Read Only:

      Read Only field will carry data fetched from another form, but they themselves will be non-editable. You should set Read Only as field type if its source for value is predetermined. +
      +
      +
    • +
    • Section Break: + +
      +
      Section Break can be used to divide form in multiple section. +
      +
      + +
      +
      +
    • +
    • Select:

      Select will be the drop-down field, with possible results (separate by row) define in the Option. +
      +
      + +

      + +
    • +
    • Small Text: + +
      +
      Small Text field carries general text content, has little more character limit than Data field. +
      +
      + +
      +
      +
    • +
    • Table: + +
      +
      Table will be (sort of) Link field which will render another docytpe within the current form. For example, Item table in the Sales Order form is Table field, which is linked to Sales Order Item doctype. +
      +
      + +
      +
      +
    • +
    • Text Editor: + +
      +
      Text Editor will be large text field, with tools to format text. +
      +
      + +
      +
    • +
    \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/customize-erpnext/articles/increase-max-attachments.html b/erpnext/docs/user/manual/en/customize-erpnext/articles/increase-max-attachments.html new file mode 100644 index 00000000000..450bfb13be8 --- /dev/null +++ b/erpnext/docs/user/manual/en/customize-erpnext/articles/increase-max-attachments.html @@ -0,0 +1,24 @@ +

    Increase Max Attachments

    + +You can increase Number of attachments which can be added to particular documents via Customize Form. +
    +
    Let's assume we need to increase Max Attachment limit for Quotation to five. Following will be the steps to achieve this. +
    +
    +Step 1: Go to Setup > Customize > Customize Form. +
    +
    Step 2: Enter Form Type.
      +
    In our case, it will be "Quotation". +


    +
    Step 3: Increase Numbers under the Max Attachments field. +
    +

    + +
    +
    After increasing numbers update the Customization Form. +
    +
    +
    Note: Max limit/size of an attachment is 1MB.
    + + + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/customize-erpnext/articles/index.md b/erpnext/docs/user/manual/en/customize-erpnext/articles/index.md new file mode 100644 index 00000000000..4e1be287e18 --- /dev/null +++ b/erpnext/docs/user/manual/en/customize-erpnext/articles/index.md @@ -0,0 +1 @@ +{content} \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/customize-erpnext/articles/index.txt b/erpnext/docs/user/manual/en/customize-erpnext/articles/index.txt new file mode 100644 index 00000000000..3ac08972830 --- /dev/null +++ b/erpnext/docs/user/manual/en/customize-erpnext/articles/index.txt @@ -0,0 +1,16 @@ +allow-fields-to-be-changed-after-submit +creating-custom-link-field +customizing-sorting-order-in-the-list-view +deleting-custom-reports +disable-rounded-total +field-types +increase-max-attachments +make-field-visible-in-print-format +making-custom-reports-in-erpnext +managing-dynamic-link-fields +module-visibility +perm-level-error-in-permission-manager-1 +search-record-by-specific-field +set-language +set-precision-for-float-currency-and-percent-fields +user-restriction \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/customize-erpnext/articles/make-field-visible-in-print-format.html b/erpnext/docs/user/manual/en/customize-erpnext/articles/make-field-visible-in-print-format.html new file mode 100644 index 00000000000..ffdd9d210ff --- /dev/null +++ b/erpnext/docs/user/manual/en/customize-erpnext/articles/make-field-visible-in-print-format.html @@ -0,0 +1,5 @@ +

    Make Fields Visible In Print Format

    + +The standard print formats only display certain fields by default. In case the user prefers more information from fields to be displayed, this can be achieved by using the Customize Form feature.

    Step 1:
    Go to Customize Form in Setup Module.

    +
    Setup >> Customize >> Customize Form
    +Step 2: Select the desired form in Enter Form Type field.



    Step 3: In the Fields section, click on the field that must be visible in the Print Format and remove the check on Print Hide field.



    The field will now be visible in all print formats for that Document type.
    \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/customize-erpnext/articles/making-custom-reports-in-erpnext.md b/erpnext/docs/user/manual/en/customize-erpnext/articles/making-custom-reports-in-erpnext.md new file mode 100644 index 00000000000..540d1cd9eb0 --- /dev/null +++ b/erpnext/docs/user/manual/en/customize-erpnext/articles/making-custom-reports-in-erpnext.md @@ -0,0 +1,53 @@ +

    Reports in ERPNext

    + +There are three kind of reports in ERPNext. + +###1. Query Report + +Query Report is written in SQL which pull values from database and fetch in the report. Though SQL queries can be written from front end, like HTML for customer print format, its restricted from hosted users. Because it will allow users with no access to specific report to query data from query report. + +Check Purchase Order Item to be Received report in Stock module for example of Query report. + +###2. Script Report + +Script Reports are written in Python and stored on server side. These are complex reports which involves exception of logic and calculation. Since these reports are written on server side, its not available for hosted users. + +Check Financial Analytics report in Accounts module for example of Script Report. + +###3. Report Builder + +Report Builder is an in-built report customization tool in ERPNext. This allows you to define fields of the form which shall appear as column in the report. Also you can set required filters and do sorting as per your preference. + +Each form in ERPNext has Report Builder option in its list view. + +![Report Builder Icon]({{docs_base_url}}/assets/img/articles/Selection_046.png) + +####Adding Column in Report + +Go to Menu and click on Pick Column option to select field which should be added as column in the report. You can also select the field from the child table (eg. Item table in Sales Invoice) of the form. + +![Report Pick Column]({{docs_base_url}}/assets/img/articles/Selection_050.png) + +####Applying Filters + +All the fields of the form will be applicable for setting filter as well. + +![Report Pick Column]({{docs_base_url}}/assets/img/articles/$SGrab_238.png) + +####Sorting + +Select field based on which report will be sorted. + +![Report Pick Column]({{docs_base_url}}/assets/img/articles/Selection_052f7b160.png) + +####Save Report + +Go to Menu and click on Save button to have this report saved with selected column, filters and sorting. + +![Report Pick Column]({{docs_base_url}}/assets/img/articles/$SGrab_241.png) + +Saved reports appear under Customize section in the module's home page. Customize Report section only appear if you have custom reports being saved for documents of that module. + +![Report Pick Column]({{docs_base_url}}/assets/img/articles/$SGrab_242.png) + + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/customize-erpnext/articles/managing-dynamic-link-fields.md b/erpnext/docs/user/manual/en/customize-erpnext/articles/managing-dynamic-link-fields.md new file mode 100644 index 00000000000..c14ef394c40 --- /dev/null +++ b/erpnext/docs/user/manual/en/customize-erpnext/articles/managing-dynamic-link-fields.md @@ -0,0 +1,46 @@ +

    Managing Dynamic Link Fields

    + +Dynamic Link field is one which can search and hold value of any document/doctype. Let's consider an example to learn how Dynamic Link field can benefit us. + +While creating Opportunity or Quotation, we have to explicitly define if it is for Lead or Customer. Based on our selection (Lead/Customer), another link field shows up where we can select actual Lead or Customer for whom we are creating this Quotation. + +If you set later field as Dynamic Link, where we select actual Lead or Customer, this field will be able to search Leads as well as Customers. Hence we need not insert separate link fields for Customer and Lead. + +Let's check steps to insert Custom Dynamic Field. For an instance, we will insert it under Journal Voucher Form. + +####Insert Link Field for Doctype + +Firstly we will create a link field which will be linked to the Doctype. + +![Custom Link Field]({{docs_base_url}}/assets/img/articles/$SGrab_349.png) + +By **Doctype** mentioned in the Option field, we mean parent Doctype. So, just like Quotation is one Doctype, which has multiple Quotation under it. Same way, Doctype is also a Doctype which has Sales Order Doctype, Purchase Order Doctype and other form's doctype created under it as child Doctype. + +-- Doctype
    +----- Sales Order
    +----- Purchase Invoice
    +----- Quotation
    +----- Sales Invoice
    +----- Employee
    +----- Production Order
    +and so on, till all the forms/document of ERPNext is covered. + +So linking this field with parent Doctype master list all the child doctypes/forms. + +![journal Voucher Link Field]({{docs_base_url}}/assets/img/articles/$SGrab_352.png) + +####Insert Dynamic Link Field + +It will be "Dynamic Link" for Field Type, and field name of Doctype field mentioned in its Option field. + +![Custom Dynamic Field]({{docs_base_url}}/assets/img/articles/$SGrab_350.png) + +This field will allow us to select document id, based on value selected in the Doctype link field. For example, if we select Sales Order in the prior field, this field will list all the Sales Orders id. If we select Purchase Invoice in the prior field, this field will render all the Purchase Order for our selection. + +![Journal Voucher Dynamic Field ]({{docs_base_url}}/assets/img/articles/$SGrab_353.png) + +####Customizing options in the Doctype Link field + +Bydefault, Docytpe link field will provide all the forms/doctypes for selection. If you wish this field to show certain specific doctypes in the search result, you will need to write Custom Script for it. + + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/customize-erpnext/articles/module-visibility.md b/erpnext/docs/user/manual/en/customize-erpnext/articles/module-visibility.md new file mode 100644 index 00000000000..837ca92d66e --- /dev/null +++ b/erpnext/docs/user/manual/en/customize-erpnext/articles/module-visibility.md @@ -0,0 +1,17 @@ +

    Module Visibility

    + +If you have permission on specific module, but it is still not visible to you, following is how you should go about checking setting to make it visible again. + +As step zero, reassure that you have role assigned which is required for accessing Website and Shopping Cart module. For modules in question, you should have "Website Manager" role assigned. If permissions has been customized in your account, check Role Permission Manager to know which Role has permission on Website and Shopping Cart module. + +If modules are hidden in-spite of assignment of required permission, then you should check if Website and Shopping Cart module is not disabled from All Application option on your desk/home page. + +![All Applications]({{docs_base_url}}/assets/img/articles/$SGrab_223.png) + +If modules are still not visible, check if it is hidden by System Manager from Show/Hide Modules option in the Setup module. + +
    Setup >> Settings >> Show / Hide Modules
    Ensure required module are checked, and not disabled in this page. If you just enabled/activated it, update Show/Hide Module page, and check your home page after Help >> Clear Cache. + +
    Note: In this help page, Website and Shopping Cart module is considered as an example. You can troubleshoot visibility issues for other modules following same steps.
    + + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/customize-erpnext/articles/perm-level-error-in-permission-manager-1.md b/erpnext/docs/user/manual/en/customize-erpnext/articles/perm-level-error-in-permission-manager-1.md new file mode 100644 index 00000000000..2fb27b65c34 --- /dev/null +++ b/erpnext/docs/user/manual/en/customize-erpnext/articles/perm-level-error-in-permission-manager-1.md @@ -0,0 +1,19 @@ +

    Perm Level Error in Permission Manager

    + +While customizing rules in the [Permission Manager](https://erpnext.com/user-guide/setting-up/permissions/role-based-permissions), you might receive an error message saying: + +`For System Manager_ (or other role) _at level 2_ (or other level) _in Customer_ (or document) _in row 8: Permission at level 0 must be set before higher levels are set`. + +Error message indicates problem in the existing permission setting for this document. + +For any role, before assigning permission at Perm Level 1, 2, permission at Perm Level 0 must be assigned. Error message says that System Manager has been assigned permission at Perm Level 1 and 2, but not at level 0. You should first correct the permission for System Manager's role by: + +- Assigning permission to System Manager at level 0. + +Or + +- By removing permission at level 1 and 2. + +After executing one of the above step, you should try adding additional rules in the Role Permission Manager. + + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/customize-erpnext/articles/search-record-by-specific-field.md b/erpnext/docs/user/manual/en/customize-erpnext/articles/search-record-by-specific-field.md new file mode 100644 index 00000000000..15059640a1c --- /dev/null +++ b/erpnext/docs/user/manual/en/customize-erpnext/articles/search-record-by-specific-field.md @@ -0,0 +1,21 @@ +

    Search Record by Specific Field

    + +While creating any document in ERPNext, you might have to select other record id in it (like selecting Customer in Quotation). For ease in selecting other record, you can search them based on value in various fields of that record. Search By functionality enables you searching and filtering records based on value in the specific fields of that record. + +Let's consider an example to learn Search By functionality better. While creating Sales Order, we need to select Customer in it. If we need to filter search result of Customer for specific Customer Group, we should go about following these steps to achieve it. + +####Search By in Customize Form + +In the Customize Form tool, you will find field called Search Field. You should enter field names based on which we can search and filter result for this document. + +Considering our scenario, we should update name of Customer Group field for Customer in the Customize Form. + +![Search By in Customize Form]() + +####Searching in Another Record. + +While creating transaction, to get filtered result for Customer, you should firstly click on search magnifier. + +![Search for master]() + + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/customize-erpnext/articles/set-language.md b/erpnext/docs/user/manual/en/customize-erpnext/articles/set-language.md new file mode 100644 index 00000000000..91e9e5f815c --- /dev/null +++ b/erpnext/docs/user/manual/en/customize-erpnext/articles/set-language.md @@ -0,0 +1,38 @@ +

    Change the Language

    + +ERPNext is an multi-lingual application, which means user can select a preferred language for one's ERPNext account. + +### 1. Setting Language in User's Account + +Following are the steps to set language in your ERPNext account. + +#### 1.1 Go to My Setting + +![My Setting]({{docs_base_url}}/assets/img/articles/$SGrab_428.png) + +#### 1.2 Select Language + +![Select Language]({{docs_base_url}}/assets/img/articles/$SGrab_429.png) + +#### 1.3 Save User + +On saving User after selecting language, your ERPNext account will be refresh automatically. Then you will see ERPNext translated in your selected language. + +Being a System Manager, you can set language in other user's master as well. + +### 2. Set Language Globally for an Account + +#### 2.1 Go to Setup + +`Setup > Settings > System Settings` + +#### Set Language + +![Global Language]({{docs_base_url}}/assets/img/articles/Screen Shot 2015-02-05 at 4.35.12 pm.png) + +#### Save + +Save System Settings, and refresh your EPRNext account. On refreshing, you should language in your ERPNext account changed as per your preference. + +Note: For now, we have translation available only for few languages. You can contribute to make translation better, and add new languages from [here](https://frappe.io/translator). + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/customize-erpnext/articles/set-precision-for-float-currency-and-percent-fields.md b/erpnext/docs/user/manual/en/customize-erpnext/articles/set-precision-for-float-currency-and-percent-fields.md new file mode 100644 index 00000000000..2cc39e19d48 --- /dev/null +++ b/erpnext/docs/user/manual/en/customize-erpnext/articles/set-precision-for-float-currency-and-percent-fields.md @@ -0,0 +1,26 @@ +

    Set Precision for Float, Currency and Percent fields

    + +In ERPNext, default precision for `Float`, `Currency` and `Percent` field is 3. So, you can enter any number up-to 3 decimals in such fields. + +You can also change / customize the precision settings globally or for a specific field. + +To change the precision globally, go to `Setup > Settings > System Settings`. +![Global Precision]({{docs_base_url}}/assets/img/articles/precision-global.png) + +You can also set field specific precision. To do that go to `Setup > Customize > Customize Form` and select the DocType there. Then go to the specific field row and change precision. Precision field is only visible if field-type is one of the Float, Currency and Percent. +![Field-wise Precision]({{docs_base_url}}/assets/img/articles/precision-fieldwise.png) + +**Note:** +If you are changing precision of a field to a higher number, all the related fields should also be set to the same precision. + +For example, if you want to calculate invoice total upto 5 decimals, you need to change the precision of all related fields, which resulted total. In this case you have to change following fields to get correct total. + + Sales Invoice Item: price_list_rate, base_price_list_rate, rate, base_rate, amount and base_amount + + Taxes and Charges: tax_amount, total and tax_amount_after_discount + + Sales Invoice: net_total, other_charges_total, discount_amount and grand_total + +And precision should be changed in all related documents as well, to get correct mapping. In this case, same precision should be set for Quotation, Sales order, Delivery Note and Sales Invoice. + + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/customize-erpnext/articles/user-restriction.html b/erpnext/docs/user/manual/en/customize-erpnext/articles/user-restriction.html new file mode 100644 index 00000000000..09f9cb1a5cb --- /dev/null +++ b/erpnext/docs/user/manual/en/customize-erpnext/articles/user-restriction.html @@ -0,0 +1,29 @@ +

    Owner Restriction

    + +To restricting user based on Owner (creator of record),  form/document should have field linked with User master. If that document is not linked with user, then you should create custom field and link it with User master. +
    +
    Following are the steps to restrict User based on Owner. +
    +
    Step 1: Go to: +
    +
    Setup > Permissions > Role Permissions Manager +
    +
    Step 2: Select Document Type for which you want to set user permission. After permissions are loaded for selected document, scroll to role for which you want to set restriction. +
      +
    +
    Step 3: For Role to be resricted (Sales User in this case), check "Apply User Restriction". On checking Apply User Permission, two links will be show up called: +
    +
    - Select Document Type +
    - Select User Permissions +
    +
    Click on "Select Document Type". +
    +
    + +
    +
    Step 4: Check mark on User, and un-check for others. If you want user to be restricted based on some other criteria as well, like territory, customer groups, then that should be checked as well. +
    +
    +  +
    +
    When restricting User based on User master itself, then there is no need to create User Permission Setting.
    diff --git a/erpnext/docs/user/guides/customize-erpnext/custom-doctype.md b/erpnext/docs/user/manual/en/customize-erpnext/custom-doctype.md similarity index 80% rename from erpnext/docs/user/guides/customize-erpnext/custom-doctype.md rename to erpnext/docs/user/manual/en/customize-erpnext/custom-doctype.md index 02b08deef8f..fdca8da62d6 100644 --- a/erpnext/docs/user/guides/customize-erpnext/custom-doctype.md +++ b/erpnext/docs/user/manual/en/customize-erpnext/custom-doctype.md @@ -19,7 +19,7 @@ in the Sales Order Doctype, then you should check Is Child Table. Else no. not be able to re-produce. 1. Custom?: This field will be checked by default when adding Custom Doctype. -![Doctype Basic]({{url_prefix}}/assets/img/setup/customize/doctype-basics.png) +![Doctype Basic]({{docs_base_url}}/assets/img/setup/customize/doctype-basics.png) #### Fields @@ -34,7 +34,7 @@ Fields are much more than database columns, they can be: 1. Actions (button) 1. Attachments or Images -![Doctype fields]({{url_prefix}}/assets/img/setup/customize/Doctype-all-fields.png) +![Doctype fields]({{docs_base_url}}/assets/img/setup/customize/Doctype-all-fields.png) When you add fields, you need to enter the **Type**. **Label** is optional for Section Break and Column Break. **Name** (`fieldname`) is the name of the database table column. @@ -44,19 +44,19 @@ You can also set other properties of the field like whether it is mandatory, rea In this section, you can define criteria based on which document for this doctype will be named. There are multiple criterion based on which document can be named, like naming based on the value in the specific field, or based on Naming Series, or based on value provided by the user in the prompt, which will be shown when saving document. In the following example, we are doing naming based on the value in the field **book_name**. -![Doctype Naming]({{url_prefix}}/assets/img/setup/customize/doctype-field-naming.png) +![Doctype Naming]({{docs_base_url}}/assets/img/setup/customize/doctype-field-naming.png) #### Permission In this table, you should select roles and define permission roles for them for this Doctype. -![Doctype Permissions]({{url_prefix}}/assets/img/setup/customize/Doctype-permissions.png) +![Doctype Permissions]({{docs_base_url}}/assets/img/setup/customize/Doctype-permissions.png) #### Save Doctype On saving doctype, you will get pop-up to provide name for this Doctype. -![Doctype Save]({{url_prefix}}/assets/img/setup/customize/Doctype-save.png) +![Doctype Save]({{docs_base_url}}/assets/img/setup/customize/Doctype-save.png) #### Doctype in System @@ -65,10 +65,10 @@ Human Resource module, to access this doctype, go to: `Human Resource > Document > Book` -![Doctype List]({{url_prefix}}/assets/img/setup/customize/Doctype-list-view.png) +![Doctype List]({{docs_base_url}}/assets/img/setup/customize/Doctype-list-view.png) #### Book master Using the fields entered, following is the master one book. -![Doctype List]({{url_prefix}}/assets/img/setup/customize/Doctype-book-added.png) +![Doctype List]({{docs_base_url}}/assets/img/setup/customize/Doctype-book-added.png) diff --git a/erpnext/docs/user/guides/customize-erpnext/custom-field.md b/erpnext/docs/user/manual/en/customize-erpnext/custom-field.md similarity index 80% rename from erpnext/docs/user/guides/customize-erpnext/custom-field.md rename to erpnext/docs/user/manual/en/customize-erpnext/custom-field.md index ed30f529b10..8aefa80544a 100644 --- a/erpnext/docs/user/guides/customize-erpnext/custom-field.md +++ b/erpnext/docs/user/manual/en/customize-erpnext/custom-field.md @@ -13,7 +13,7 @@ You can also insert new Custom Field from [Customize Form](https://erpnext.com/c In Customize Form, for each field, you will find plus (+) option. When click on it, new row will be inserted above that field. You can enter properties for your Custom Field in the newly added blank row. -![Customize Form Custom Field]({{url_prefix}}/assets/old_images/erpnext/customize-form-custom-field.png) +![Customize Form Custom Field]({{docs_base_url}}/assets/old_images/erpnext/customize-form-custom-field.png) Following are the steps to insert Custom Field in the existing form. @@ -25,35 +25,35 @@ As mentioned above, you can insert Custom Field from Custom Field form, and also You should select transaction or master in which you want to insert custom field. Let's assume you need to insert a custom link field in the Quotation form. In this case, Document will be "Quotation". -![Custom Field Document]({{url_prefix}}/assets/old_images/erpnext/custom-field-document.png) +![Custom Field Document]({{docs_base_url}}/assets/old_images/erpnext/custom-field-document.png) ####Set Field Label Custom Field's name will be set based on its Label. If you want to create Custom Field with specific name, but with different label, then you should first set Label as you want Field Name to be set. After Custom Field is saved, you can edit the Field Label again. -![Custom Field Label]({{url_prefix}}/assets/old_images/erpnext/custom-field-label.png) +![Custom Field Label]({{docs_base_url}}/assets/old_images/erpnext/custom-field-label.png) ####Select Insert After This field will have all the existing field of the form/doctype selected. Your Custom Field will be placed after field you select in the Insert After field. -![Custom Field Insert]({{url_prefix}}/assets/old_images/erpnext/custom-field-insert.png) +![Custom Field Insert]({{docs_base_url}}/assets/old_images/erpnext/custom-field-insert.png) ####Select Field Type Click [here](https://erpnext.com/kb/customize/field-types) to learn more about types of field you can set for your Custom Field. -![Custom Field Type]({{url_prefix}}/assets/old_images/erpnext/custom-field-type.png) +![Custom Field Type]({{docs_base_url}}/assets/old_images/erpnext/custom-field-type.png) ####Set Option If you are creating a Link field, then Doctype name with which this field will be linked to will be entered in the Option field. Click [here](https://erpnext.com/kb/customize/creating-custom-link-field) to learn more about creating custom link field. -![Custom Field Link]({{url_prefix}}/assets/old_images/erpnext/custom-field-link.png) +![Custom Field Link]({{docs_base_url}}/assets/old_images/erpnext/custom-field-link.png) If field type is set as Select (drop down field), then all he possible result for this field should be listed in the Options field. Each possible result should be separate by row. -![Custom Field Option]({{url_prefix}}/assets/old_images/erpnext/custom-field-option.png) +![Custom Field Option]({{docs_base_url}}/assets/old_images/erpnext/custom-field-option.png) For other field types, like Data, Date, Currency etc., Opton field will be left blank. @@ -68,7 +68,7 @@ You can set properties as: 1. Read Only: Checking this option will make custom field non-editable. 1. Allow on Submit: Checking this option will allow editing value in the field when in submitted transaction. -![Custom Field Properties]({{url_prefix}}/assets/old_images/erpnext/custom-field-properties.png) +![Custom Field Properties]({{docs_base_url}}/assets/old_images/erpnext/custom-field-properties.png) ####Deleting Custom Field diff --git a/erpnext/docs/user/guides/customize-erpnext/custom-scripts/custom-script-examples/custom-button.md b/erpnext/docs/user/manual/en/customize-erpnext/custom-scripts/custom-script-examples/custom-button.md similarity index 100% rename from erpnext/docs/user/guides/customize-erpnext/custom-scripts/custom-script-examples/custom-button.md rename to erpnext/docs/user/manual/en/customize-erpnext/custom-scripts/custom-script-examples/custom-button.md diff --git a/erpnext/docs/user/guides/customize-erpnext/custom-scripts/custom-script-examples/custom-script-fetch-values-from-master.md b/erpnext/docs/user/manual/en/customize-erpnext/custom-scripts/custom-script-examples/custom-script-fetch-values-from-master.md similarity index 82% rename from erpnext/docs/user/guides/customize-erpnext/custom-scripts/custom-script-examples/custom-script-fetch-values-from-master.md rename to erpnext/docs/user/manual/en/customize-erpnext/custom-scripts/custom-script-examples/custom-script-fetch-values-from-master.md index 792460af5ae..38395f9aee0 100644 --- a/erpnext/docs/user/guides/customize-erpnext/custom-scripts/custom-script-examples/custom-script-fetch-values-from-master.md +++ b/erpnext/docs/user/manual/en/customize-erpnext/custom-scripts/custom-script-examples/custom-script-fetch-values-from-master.md @@ -20,6 +20,6 @@ Then in the Sales Invoice Custom Script, add this line: * * * -See: [How to create a custom script]({{url_prefix}}/user/guides/customize-erpnext/custom-scripts.html) +See: [How to create a custom script]({{docs_base_url}}/user/guides/customize-erpnext/custom-scripts.html) {next} diff --git a/erpnext/docs/user/guides/customize-erpnext/custom-scripts/custom-script-examples/date-validation.md b/erpnext/docs/user/manual/en/customize-erpnext/custom-scripts/custom-script-examples/date-validation.md similarity index 100% rename from erpnext/docs/user/guides/customize-erpnext/custom-scripts/custom-script-examples/date-validation.md rename to erpnext/docs/user/manual/en/customize-erpnext/custom-scripts/custom-script-examples/date-validation.md diff --git a/erpnext/docs/user/guides/customize-erpnext/custom-scripts/custom-script-examples/generate-item-code-based-on-custom-logic.md b/erpnext/docs/user/manual/en/customize-erpnext/custom-scripts/custom-script-examples/generate-item-code-based-on-custom-logic.md similarity index 100% rename from erpnext/docs/user/guides/customize-erpnext/custom-scripts/custom-script-examples/generate-item-code-based-on-custom-logic.md rename to erpnext/docs/user/manual/en/customize-erpnext/custom-scripts/custom-script-examples/generate-item-code-based-on-custom-logic.md diff --git a/erpnext/docs/user/guides/customize-erpnext/custom-scripts/custom-script-examples/index.md b/erpnext/docs/user/manual/en/customize-erpnext/custom-scripts/custom-script-examples/index.md similarity index 100% rename from erpnext/docs/user/guides/customize-erpnext/custom-scripts/custom-script-examples/index.md rename to erpnext/docs/user/manual/en/customize-erpnext/custom-scripts/custom-script-examples/index.md diff --git a/erpnext/docs/user/guides/customize-erpnext/custom-scripts/custom-script-examples/index.txt b/erpnext/docs/user/manual/en/customize-erpnext/custom-scripts/custom-script-examples/index.txt similarity index 100% rename from erpnext/docs/user/guides/customize-erpnext/custom-scripts/custom-script-examples/index.txt rename to erpnext/docs/user/manual/en/customize-erpnext/custom-scripts/custom-script-examples/index.txt diff --git a/erpnext/docs/user/guides/customize-erpnext/custom-scripts/custom-script-examples/make-read-only-after-saving.md b/erpnext/docs/user/manual/en/customize-erpnext/custom-scripts/custom-script-examples/make-read-only-after-saving.md similarity index 100% rename from erpnext/docs/user/guides/customize-erpnext/custom-scripts/custom-script-examples/make-read-only-after-saving.md rename to erpnext/docs/user/manual/en/customize-erpnext/custom-scripts/custom-script-examples/make-read-only-after-saving.md diff --git a/erpnext/docs/user/guides/customize-erpnext/custom-scripts/custom-script-examples/restrict-cancel-rights.md b/erpnext/docs/user/manual/en/customize-erpnext/custom-scripts/custom-script-examples/restrict-cancel-rights.md similarity index 100% rename from erpnext/docs/user/guides/customize-erpnext/custom-scripts/custom-script-examples/restrict-cancel-rights.md rename to erpnext/docs/user/manual/en/customize-erpnext/custom-scripts/custom-script-examples/restrict-cancel-rights.md diff --git a/erpnext/docs/user/guides/customize-erpnext/custom-scripts/custom-script-examples/restrict-purpose-of-stock-entry.md b/erpnext/docs/user/manual/en/customize-erpnext/custom-scripts/custom-script-examples/restrict-purpose-of-stock-entry.md similarity index 100% rename from erpnext/docs/user/guides/customize-erpnext/custom-scripts/custom-script-examples/restrict-purpose-of-stock-entry.md rename to erpnext/docs/user/manual/en/customize-erpnext/custom-scripts/custom-script-examples/restrict-purpose-of-stock-entry.md diff --git a/erpnext/docs/user/guides/customize-erpnext/custom-scripts/custom-script-examples/restrict-user-based-on-child-record.md b/erpnext/docs/user/manual/en/customize-erpnext/custom-scripts/custom-script-examples/restrict-user-based-on-child-record.md similarity index 100% rename from erpnext/docs/user/guides/customize-erpnext/custom-scripts/custom-script-examples/restrict-user-based-on-child-record.md rename to erpnext/docs/user/manual/en/customize-erpnext/custom-scripts/custom-script-examples/restrict-user-based-on-child-record.md diff --git a/erpnext/docs/user/guides/customize-erpnext/custom-scripts/custom-script-examples/sales-invoice-id-based-on-sales-order-id.md b/erpnext/docs/user/manual/en/customize-erpnext/custom-scripts/custom-script-examples/sales-invoice-id-based-on-sales-order-id.md similarity index 100% rename from erpnext/docs/user/guides/customize-erpnext/custom-scripts/custom-script-examples/sales-invoice-id-based-on-sales-order-id.md rename to erpnext/docs/user/manual/en/customize-erpnext/custom-scripts/custom-script-examples/sales-invoice-id-based-on-sales-order-id.md diff --git a/erpnext/docs/user/guides/customize-erpnext/custom-scripts/custom-script-examples/update-date-field-based-on-value-in-other-date-field.md b/erpnext/docs/user/manual/en/customize-erpnext/custom-scripts/custom-script-examples/update-date-field-based-on-value-in-other-date-field.md similarity index 100% rename from erpnext/docs/user/guides/customize-erpnext/custom-scripts/custom-script-examples/update-date-field-based-on-value-in-other-date-field.md rename to erpnext/docs/user/manual/en/customize-erpnext/custom-scripts/custom-script-examples/update-date-field-based-on-value-in-other-date-field.md diff --git a/erpnext/docs/user/guides/customize-erpnext/custom-scripts/index.md b/erpnext/docs/user/manual/en/customize-erpnext/custom-scripts/index.md similarity index 77% rename from erpnext/docs/user/guides/customize-erpnext/custom-scripts/index.md rename to erpnext/docs/user/manual/en/customize-erpnext/custom-scripts/index.md index 13ba6c66934..e5e9d74159b 100644 --- a/erpnext/docs/user/guides/customize-erpnext/custom-scripts/index.md +++ b/erpnext/docs/user/manual/en/customize-erpnext/custom-scripts/index.md @@ -4,7 +4,7 @@ Lead form, you can do so by creating your own script. > Setup > Customization > Custom Script -![Custom Script]({{url_prefix}}/assets/old_images/erpnext/custom-script.png) +![Custom Script]({{docs_base_url}}/assets/old_images/erpnext/custom-script.png) ### Topics diff --git a/erpnext/docs/user/guides/customize-erpnext/custom-scripts/index.txt b/erpnext/docs/user/manual/en/customize-erpnext/custom-scripts/index.txt similarity index 100% rename from erpnext/docs/user/guides/customize-erpnext/custom-scripts/index.txt rename to erpnext/docs/user/manual/en/customize-erpnext/custom-scripts/index.txt diff --git a/erpnext/docs/user/guides/customize-erpnext/customize-form.md b/erpnext/docs/user/manual/en/customize-erpnext/customize-form.md similarity index 91% rename from erpnext/docs/user/guides/customize-erpnext/customize-form.md rename to erpnext/docs/user/manual/en/customize-erpnext/customize-form.md index c76d6571a14..232f34b17ea 100644 --- a/erpnext/docs/user/guides/customize-erpnext/customize-form.md +++ b/erpnext/docs/user/manual/en/customize-erpnext/customize-form.md @@ -11,13 +11,13 @@ You can go to Customize Form from: System Manager will find Customize Form option in the Sales Order list (or any other form for that matter) view as well. -![Customize Form List View]({{url_prefix}}/assets/old_images/erpnext/customize-form-list-view.png) +![Customize Form List View]({{docs_base_url}}/assets/old_images/erpnext/customize-form-list-view.png) ####Step 2: Select Docytpe/Document You should select Docytpe/Document which has field-to-be-customized located in it. -![Customize Form Document]({{url_prefix}}/assets/old_images/erpnext/customize-form-document.png) +![Customize Form Document]({{docs_base_url}}/assets/old_images/erpnext/customize-form-document.png) ####Step 3:Edit Property @@ -25,7 +25,7 @@ On selecting Doctype/table, you will have all the fields of the table updated as On clicking Project Name row, fields to set various property for this field will be shown. To Customize the mandatory property for a field, there is a field called "Mandatory". Checking this field will set Project Name field as mandatory in the Quotation form. -![Customize Form Mandatory]({{url_prefix}}/assets/old_images/erpnext/customize-form-mandatory.png) +![Customize Form Mandatory]({{docs_base_url}}/assets/old_images/erpnext/customize-form-mandatory.png) Like this, you can customize following properties of the field. @@ -38,7 +38,7 @@ Like this, you can customize following properties of the field. ####Step 4: Update -![Customize Form Update]({{url_prefix}}/assets/old_images/erpnext/customize-form-update.png) +![Customize Form Update]({{docs_base_url}}/assets/old_images/erpnext/customize-form-update.png) Before checking Sales Order form, you should clear cache and refresh browser tab for customization to take effect. diff --git a/erpnext/docs/user/guides/customize-erpnext/document-title.md b/erpnext/docs/user/manual/en/customize-erpnext/document-title.md similarity index 91% rename from erpnext/docs/user/guides/customize-erpnext/document-title.md rename to erpnext/docs/user/manual/en/customize-erpnext/document-title.md index 338068adca1..639e3580f54 100644 --- a/erpnext/docs/user/guides/customize-erpnext/document-title.md +++ b/erpnext/docs/user/manual/en/customize-erpnext/document-title.md @@ -21,13 +21,13 @@ You can define the title by setting document properties in braces `{}`. For exam {customer_name} for {project} Customize Title + src="{{docs_base_url}}/assets/img/customize/customize-title.gif"> #### Fixed or Editable Titles If your title is generated as a default title, it can be edited by the user by clicking on the heading of the document. Editable Title + src="{{docs_base_url}}/assets/img/customize/editable-title.gif"> If you want a fixed title, you can set the rule in the **Options** property. In this way, the title will be automatically updated everytime the document is updated. diff --git a/erpnext/docs/user/guides/customize-erpnext/hiding-modules-and-features.md b/erpnext/docs/user/manual/en/customize-erpnext/hiding-modules-and-features.md similarity index 83% rename from erpnext/docs/user/guides/customize-erpnext/hiding-modules-and-features.md rename to erpnext/docs/user/manual/en/customize-erpnext/hiding-modules-and-features.md index 57154ad10ff..60addc1c2b5 100644 --- a/erpnext/docs/user/guides/customize-erpnext/hiding-modules-and-features.md +++ b/erpnext/docs/user/manual/en/customize-erpnext/hiding-modules-and-features.md @@ -7,7 +7,7 @@ dont require, go to: > Setup > Tools > Hide/Unhide Features -![Hide Features]({{url_prefix}}/assets/old_images/erpnext/hide-features.png) +![Hide Features]({{docs_base_url}}/assets/old_images/erpnext/hide-features.png) Check / uncheck the features you want to use and refresh your page for the changes to take effect. @@ -20,7 +20,7 @@ To hide modules (icons) from the home page, go to: Setup > Tools> Modules Setup -![Hide/Unhide Modules]({{url_prefix}}/assets/old_images/erpnext/hide-module.png) +![Hide/Unhide Modules]({{docs_base_url}}/assets/old_images/erpnext/hide-module.png) > Note: Modules are automatically hidden for users that have no permissions on the documents within that module. For example, if a user has no permissions on diff --git a/erpnext/docs/user/guides/customize-erpnext/index.md b/erpnext/docs/user/manual/en/customize-erpnext/index.md similarity index 100% rename from erpnext/docs/user/guides/customize-erpnext/index.md rename to erpnext/docs/user/manual/en/customize-erpnext/index.md diff --git a/erpnext/docs/user/guides/customize-erpnext/index.txt b/erpnext/docs/user/manual/en/customize-erpnext/index.txt similarity index 92% rename from erpnext/docs/user/guides/customize-erpnext/index.txt rename to erpnext/docs/user/manual/en/customize-erpnext/index.txt index a225d445fed..1113395303e 100644 --- a/erpnext/docs/user/guides/customize-erpnext/index.txt +++ b/erpnext/docs/user/manual/en/customize-erpnext/index.txt @@ -5,3 +5,4 @@ customize-form document-title hiding-modules-and-features print-format +articles diff --git a/erpnext/docs/user/guides/customize-erpnext/print-format.md b/erpnext/docs/user/manual/en/customize-erpnext/print-format.md similarity index 95% rename from erpnext/docs/user/guides/customize-erpnext/print-format.md rename to erpnext/docs/user/manual/en/customize-erpnext/print-format.md index c373d065de3..e3c945005c1 100644 --- a/erpnext/docs/user/guides/customize-erpnext/print-format.md +++ b/erpnext/docs/user/manual/en/customize-erpnext/print-format.md @@ -18,7 +18,7 @@ To create your own versions, open an existing template from: > Setup > Printing > Print Formats -![Print Format]({{url_prefix}}/assets/old_images/erpnext/customize/print-format.png) +![Print Format]({{docs_base_url}}/assets/old_images/erpnext/customize/print-format.png) Select the type of Print Format you want to edit and click on the “Copy” button on the right column. A new Print Format will open up with “Is Standard” @@ -45,7 +45,7 @@ To edit / update your print and PDF settings, go to: > Setup > Printing and Branding > Print Settings -![Print Format]({{url_prefix}}/assets/old_images/erpnext/customize/print-settings.png) +![Print Format]({{docs_base_url}}/assets/old_images/erpnext/customize/print-settings.png) #### Example diff --git a/erpnext/docs/user/guides/human-resources/appraisal.md b/erpnext/docs/user/manual/en/human-resources/appraisal.md similarity index 75% rename from erpnext/docs/user/guides/human-resources/appraisal.md rename to erpnext/docs/user/manual/en/human-resources/appraisal.md index 021d470c572..d3ec3013115 100644 --- a/erpnext/docs/user/guides/human-resources/appraisal.md +++ b/erpnext/docs/user/manual/en/human-resources/appraisal.md @@ -6,13 +6,13 @@ giving appropriate weightage to each parameter. #### Step 1: Select an Appraisal Template -Appraisal +Appraisal After you select the template, the remaining form appears. #### Step 2: Enter Employee Details -Appraisal +Appraisal Once the Appraisal Template is completed, you can create Appraisal records for each period where you track performance. You can give points out of 5 for each diff --git a/erpnext/docs/user/manual/en/human-resources/articles/employees-loan-management.md b/erpnext/docs/user/manual/en/human-resources/articles/employees-loan-management.md new file mode 100644 index 00000000000..fddab31e1a5 --- /dev/null +++ b/erpnext/docs/user/manual/en/human-resources/articles/employees-loan-management.md @@ -0,0 +1,55 @@ +

    Employees Loan Management

    + +Employee Loan is an sum of money paid by Employer to Employee based on certain terms and condition. There are multiple ways accounting for the Employee loan can be managed. Company could collect loan from an employee separately. Or they can choose to deduct loan installment from the employee's salary. + +Let's check below how accounting can be managed for Employee Loan in ERPNext. + +### 1. Setup Masters + +Create following Groups and Ledgers in Chart of Accounts if not there. + +#### 1.1 Employee Loan Account + +Create Group as 'Employees Loans' under Current Assets and create employee loan A/C (Ledger) under it. [Check this link for new account creation](https://erpnext.com/kb/setup/managing-tree-structure-masters) + +![CoA]({{docs_base_url}}/assets/img/articles/Selection_433.png) + +#### 1.2 Salaries Account + +Create Group as 'Salaries' under Current Liabilities and create employee salary loan A/C (Ledger) under it. + +![CoA]({{docs_base_url}}/assets/img/articles/Selection_434.png) + +#### 1.3 Interest Account + +Create Ledger as 'Interest on Loan' under Indirect Income. + +### 2. Book Loan Amount + +Once loan amount is finalized, make journal voucher to book loan payment entry. You should Credit Loan amount to Bank/Cash account and Debit Loan amount employee loan account. + +![Loan Entry]({{docs_base_url}}/assets/img/articles/Selection_435.png) + +### 3. Book Loan Recovery and Interest + +#### 3.1 Loan Recovery Entry + +If your employee pays separately for his/her loan installment and loan interest, then create journal voucher. + +![Loan Reco]({{docs_base_url}}/assets/img/articles/Selection_436.png) + +#### 3.2 Loan Adjustment in Salary + +And if you deduct loan installment and interest from employees salary, then book journal entry for the same. + +![Loan Reco]({{docs_base_url}}/assets/img/articles/Selection_437.png) + +In the Salary Slip of an employee, then create two Deduction Types in Salary Structure. One as 'Loan Installment' and other one as 'Loan Interest'. So that you can update those values under this deduction heads. + +### 4. Loan Account Report + +After recovering loan and loan interest, General Ledger report will show the loan account details as follows. + +![Loan Reco]({{docs_base_url}}/assets/img/articles/Selection_439.png) + + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/human-resources/articles/index.md b/erpnext/docs/user/manual/en/human-resources/articles/index.md new file mode 100644 index 00000000000..4e1be287e18 --- /dev/null +++ b/erpnext/docs/user/manual/en/human-resources/articles/index.md @@ -0,0 +1 @@ +{content} \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/human-resources/articles/index.txt b/erpnext/docs/user/manual/en/human-resources/articles/index.txt new file mode 100644 index 00000000000..3fbdc5bb513 --- /dev/null +++ b/erpnext/docs/user/manual/en/human-resources/articles/index.txt @@ -0,0 +1,2 @@ +employees-loan-management +leave-calculation-in-salary-slip \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/human-resources/articles/leave-calculation-in-salary-slip.md b/erpnext/docs/user/manual/en/human-resources/articles/leave-calculation-in-salary-slip.md new file mode 100644 index 00000000000..715370838aa --- /dev/null +++ b/erpnext/docs/user/manual/en/human-resources/articles/leave-calculation-in-salary-slip.md @@ -0,0 +1,52 @@ +

    Leave Calculation In Salary Slip

    + +There are two types of leave which user can apply for. +
    +
    +
      +
    1. Paid Leave (Sick Leave, Privilege Leave, Casual Leave etc.)
    2. +
    3. Unpaid Leave +
      +
    4. +
    Paid Leave are firstly allocated by HR manager. As and when Employee creates Leave Application, leaves allocated to him/her are deducted. These leaves doesn't have impact on the employee's Salary Slip. +
    +
    When Employee is out of paid leave, he create Leave Application for unpaid leave. The term used for unpaid leave in ERPNext is Leave Without Pay (LWP). These leaves does have impact on the Employee's Salary Slip. +
    +
    +
    Just marking Absent in the Attendance record do not have impact on salary calculation of an Employee, as that absenteeism could be because of paid leave. Hence creating Leave Application should be created incase of absenteeism.
    Let's consider +a scenario to understand how leaves impact employees Salary Slip. +
    +
    Masters: + +
    +
    +
      +
    1. Setup Employee
    2. +
    3. Allocate him paid leaves
    4. +
    5. Create Salary Structure for that Employee. In the Earning and Deduction table, select which component of salary should be affected if Employee takes LWP.
    6. +
    7. Create Holiday List (if any), and link it with Employee master.
    8. +
    +

    When creating Salary Slip for an Employee, following is what you will see:

    + +
    +
    Working Days: Working Days in Salary Slip are calculated based on number of days selected above. If you don't wish to consider holiday in Working Days, then you should do following setting. +
    +
    +
    Human Resource >> Setup >> HR Setting +
    +
    Uncheck field "Include Holidays in Total No. of Working Days" +
    +
    Holidays are counted based on Holiday List attached to the Employee's master.

    Leave Without Pay:
    Leave Without Pay is updated based on Leave Application made for this Employee, in the month for which Salary Slip is created, and which has +Leave Type as "Leave Without Pay". +
    +
    Payment Days: Following is how Payment Days are calculated: +
    +
    Payment Days = Working Days - Leave Without Pay +
    +
    As indicated above, if you have LWP checked for components in the earning and deducted table, you will notice a reduction in Amount based on no. of LWP of an Employee for that month. +
    +
    +
    + + + \ No newline at end of file diff --git a/erpnext/docs/user/guides/human-resources/attendance.md b/erpnext/docs/user/manual/en/human-resources/attendance.md similarity index 64% rename from erpnext/docs/user/guides/human-resources/attendance.md rename to erpnext/docs/user/manual/en/human-resources/attendance.md index 66c3a4c5037..961d5287342 100644 --- a/erpnext/docs/user/guides/human-resources/attendance.md +++ b/erpnext/docs/user/manual/en/human-resources/attendance.md @@ -3,12 +3,12 @@ day can be created manually by: > Human Resources > Attendance > New Attendance -Attendence +Attendence You can get a monthly report of your Attendance data by going to the “Monthly Attendance Details” report. -You can also bulk uppload attendence using the [Upload Attendence Tool ]({{url_prefix}}/user/guides/human-resources/tools/upload-attendance.html) +You can also bulk uppload attendence using the [Upload Attendence Tool ]({{docs_base_url}}/user/guides/human-resources/tools/upload-attendance.html) {next} diff --git a/erpnext/docs/user/guides/human-resources/employee.md b/erpnext/docs/user/manual/en/human-resources/employee.md similarity index 56% rename from erpnext/docs/user/guides/human-resources/employee.md rename to erpnext/docs/user/manual/en/human-resources/employee.md index 331fe473962..fd14aa90d3f 100644 --- a/erpnext/docs/user/guides/human-resources/employee.md +++ b/erpnext/docs/user/manual/en/human-resources/employee.md @@ -4,6 +4,6 @@ To create new Employee go to: > Human Resources > Employee > New -Employee +Employee {next} \ No newline at end of file diff --git a/erpnext/docs/user/guides/human-resources/expense-claim.md b/erpnext/docs/user/manual/en/human-resources/expense-claim.md similarity index 87% rename from erpnext/docs/user/guides/human-resources/expense-claim.md rename to erpnext/docs/user/manual/en/human-resources/expense-claim.md index 0a86f9af873..187bf494efb 100644 --- a/erpnext/docs/user/guides/human-resources/expense-claim.md +++ b/erpnext/docs/user/manual/en/human-resources/expense-claim.md @@ -6,7 +6,7 @@ To make a new Expense Claim, go to: > HR > Expense Claim > New Expense Claim -Expense Claim +Expense Claim Set the Employee ID, date and the list of expenses that are to be claimed and “Submit” the record. @@ -34,6 +34,6 @@ because the amount will then be taxable to the Employee. * To Link Expense Claim with Task or Project specify the Task or the Project while making an Expense Claim -Expense Claim - Project Link +Expense Claim - Project Link {next} diff --git a/erpnext/docs/user/guides/human-resources/holiday-list.md b/erpnext/docs/user/manual/en/human-resources/holiday-list.md similarity index 91% rename from erpnext/docs/user/guides/human-resources/holiday-list.md rename to erpnext/docs/user/manual/en/human-resources/holiday-list.md index 9676785c91c..1a98ad3660b 100644 --- a/erpnext/docs/user/guides/human-resources/holiday-list.md +++ b/erpnext/docs/user/manual/en/human-resources/holiday-list.md @@ -17,7 +17,7 @@ on Holiday List. #### Figure 1: Holiday List -![]({{url_prefix}}/assets/old_images/erpnext/holiday-list-1.png) +![]({{docs_base_url}}/assets/old_images/erpnext/holiday-list-1.png) @@ -40,7 +40,7 @@ Mention the holiday reason in the description and select the date from the #### Figure 2: Adding new holidays to the list -![]({{url_prefix}}/assets/old_images/erpnext/holiday-list-2.png) +![]({{docs_base_url}}/assets/old_images/erpnext/holiday-list-2.png) diff --git a/erpnext/docs/user/guides/human-resources/human-resource-setup.md b/erpnext/docs/user/manual/en/human-resources/human-resource-setup.md similarity index 100% rename from erpnext/docs/user/guides/human-resources/human-resource-setup.md rename to erpnext/docs/user/manual/en/human-resources/human-resource-setup.md diff --git a/erpnext/docs/user/manual/en/human-resources/human-resources-reports.md b/erpnext/docs/user/manual/en/human-resources/human-resources-reports.md new file mode 100644 index 00000000000..664c07de0f6 --- /dev/null +++ b/erpnext/docs/user/manual/en/human-resources/human-resources-reports.md @@ -0,0 +1,34 @@ +Human Resources Reports + +### Employee Leave Balance + +Employee Leave Balance Report shows employees and their respective balance leaves under various leave types. Report is generated as per the number of allowed leaves. + +Employee Leave Balance + +### Employee Birthday + +Employee Birthday Report shows Birthdays of your employees. + +Employee Birthday + +### Employee Information + +Employee Information Report shows Report View of important information recorded in Employee master. + +Employee Information + +### Monthly Salary Register + +Monthly Salary Register shows net pay and its components of employee(s) at a glance. + +Monthly Salary Register + + +### Monthly Attendance Sheet + +Monthly Attendance Sheet shows monthly attendance of selected employee at a glance. + +Monthly Attendance Sheet + +{next} diff --git a/erpnext/docs/user/guides/human-resources/index.md b/erpnext/docs/user/manual/en/human-resources/index.md similarity index 100% rename from erpnext/docs/user/guides/human-resources/index.md rename to erpnext/docs/user/manual/en/human-resources/index.md diff --git a/erpnext/docs/user/guides/human-resources/index.txt b/erpnext/docs/user/manual/en/human-resources/index.txt similarity index 78% rename from erpnext/docs/user/guides/human-resources/index.txt rename to erpnext/docs/user/manual/en/human-resources/index.txt index eba8accea74..caa32929516 100644 --- a/erpnext/docs/user/guides/human-resources/index.txt +++ b/erpnext/docs/user/manual/en/human-resources/index.txt @@ -10,3 +10,6 @@ offer-letter tools human-resources-reports setup +holiday-list +human-resource-setup +articles diff --git a/erpnext/docs/user/guides/human-resources/job-applicant.md b/erpnext/docs/user/manual/en/human-resources/job-applicant.md similarity index 65% rename from erpnext/docs/user/guides/human-resources/job-applicant.md rename to erpnext/docs/user/manual/en/human-resources/job-applicant.md index 3fafa95f004..3e885d98680 100644 --- a/erpnext/docs/user/guides/human-resources/job-applicant.md +++ b/erpnext/docs/user/manual/en/human-resources/job-applicant.md @@ -1,10 +1,10 @@ -You can mantain a list of People who have applied for a [Job Opening]({{url_prefix}}/user/guides/human-resources/job-opening.html). +You can mantain a list of People who have applied for a [Job Opening]({{docs_base_url}}/user/guides/human-resources/job-opening.html). To create a new Job Applicant go to > Human Resource > Job Applicant > New -Job Applicant +Job Applicant ### Linking with an Email Account @@ -20,6 +20,6 @@ system shall create a New Job Applicant against each email received on the mailb * In 'Append To' select 'Job Applicant' -Email Account +Email Account {next} \ No newline at end of file diff --git a/erpnext/docs/user/guides/human-resources/job-opening.md b/erpnext/docs/user/manual/en/human-resources/job-opening.md similarity index 59% rename from erpnext/docs/user/guides/human-resources/job-opening.md rename to erpnext/docs/user/manual/en/human-resources/job-opening.md index bfe914c3644..7e4f0c313d0 100644 --- a/erpnext/docs/user/guides/human-resources/job-opening.md +++ b/erpnext/docs/user/manual/en/human-resources/job-opening.md @@ -4,7 +4,7 @@ To create a new Job Opening go to > Human Resource > Job Opening > New -Job Opening +Job Opening {next} \ No newline at end of file diff --git a/erpnext/docs/user/guides/human-resources/leave-application.md b/erpnext/docs/user/manual/en/human-resources/leave-application.md similarity index 68% rename from erpnext/docs/user/guides/human-resources/leave-application.md rename to erpnext/docs/user/manual/en/human-resources/leave-application.md index ecc4677c714..04e31448fa7 100644 --- a/erpnext/docs/user/guides/human-resources/leave-application.md +++ b/erpnext/docs/user/manual/en/human-resources/leave-application.md @@ -5,7 +5,7 @@ Type and the period for which the leave is taken. > Human Resources > Leave Application > New Leave Application -Leave Application +Leave Application ###Setting Leave Approver @@ -13,12 +13,12 @@ Type and the period for which the leave is taken. * You need to mention a list of Leave Approvers against an Employee in the Employee Master. -Leave Approver +Leave Approver > Tip : If you want all users to create their own Leave Applications, you can set their “Employee ID” as a match rule in the Leave Application Permission -settings. See the earlier discussion on [Setting Up Permissions]({{url_prefix}}/user/guides/setting-up/users-and-permissions.html) +settings. See the earlier discussion on [Setting Up Permissions]({{docs_base_url}}/user/guides/setting-up/users-and-permissions.html) for more info. -You assign Leaves aginast an Employee check [Leave Allocation]({{url_prefix}}/user/guides/human-resources/setup/leave-allocation.html) +You assign Leaves aginast an Employee check [Leave Allocation]({{docs_base_url}}/user/guides/human-resources/setup/leave-allocation.html) {next} \ No newline at end of file diff --git a/erpnext/docs/user/guides/human-resources/offer-letter.md b/erpnext/docs/user/manual/en/human-resources/offer-letter.md similarity index 61% rename from erpnext/docs/user/guides/human-resources/offer-letter.md rename to erpnext/docs/user/manual/en/human-resources/offer-letter.md index 16176f1a0d4..c48fe640074 100644 --- a/erpnext/docs/user/guides/human-resources/offer-letter.md +++ b/erpnext/docs/user/manual/en/human-resources/offer-letter.md @@ -5,12 +5,12 @@ In ERPNext you can make a record of the Offer Letters that you can given to cand > Human Resource > Offer Letter > New -Offer Letter +Offer Letter -> Note: An offer letter can be made only against a [Job Applicant]({{url_prefix}}/user/guides/human-resources/job-applicant.html) +> Note: An offer letter can be made only against a [Job Applicant]({{docs_base_url}}/user/guides/human-resources/job-applicant.html) There is a pre-designed print format to print you offer letter. -Offer Letter +Offer Letter {next} \ No newline at end of file diff --git a/erpnext/docs/user/guides/human-resources/salary-and-payroll.md b/erpnext/docs/user/manual/en/human-resources/salary-and-payroll.md similarity index 93% rename from erpnext/docs/user/guides/human-resources/salary-and-payroll.md rename to erpnext/docs/user/manual/en/human-resources/salary-and-payroll.md index 64c8f3ccdea..05e01e1bea8 100644 --- a/erpnext/docs/user/guides/human-resources/salary-and-payroll.md +++ b/erpnext/docs/user/manual/en/human-resources/salary-and-payroll.md @@ -44,7 +44,7 @@ To create a new Salary Structure go to: #### Figure 1:Salary Structure -Salary Structure +Salary Structure ### In the Salary Structure, @@ -76,7 +76,7 @@ Slip. #### Figure 2: Salary Slip -Salary Slip +Salary Slip You can also create salary slip for multiple employees using Process Payroll: @@ -84,7 +84,7 @@ You can also create salary slip for multiple employees using Process Payroll: #### Figure 3: Process Payroll -Process Payroll +Process Payroll In Process Payroll, diff --git a/erpnext/docs/user/manual/en/human-resources/setup/branch.md b/erpnext/docs/user/manual/en/human-resources/setup/branch.md new file mode 100644 index 00000000000..8116ca4c117 --- /dev/null +++ b/erpnext/docs/user/manual/en/human-resources/setup/branch.md @@ -0,0 +1,5 @@ +Branches of your organization + +Branch + +{next} diff --git a/erpnext/docs/user/guides/human-resources/setup/deduction-type.md b/erpnext/docs/user/manual/en/human-resources/setup/deduction-type.md similarity index 61% rename from erpnext/docs/user/guides/human-resources/setup/deduction-type.md rename to erpnext/docs/user/manual/en/human-resources/setup/deduction-type.md index dde17a303fb..4371b624eda 100644 --- a/erpnext/docs/user/guides/human-resources/setup/deduction-type.md +++ b/erpnext/docs/user/manual/en/human-resources/setup/deduction-type.md @@ -4,7 +4,7 @@ To create a new Deduction Type > Human Resource > Setup > Deduction Type > New -Deduction Type +Deduction Type {next} diff --git a/erpnext/docs/user/manual/en/human-resources/setup/department.md b/erpnext/docs/user/manual/en/human-resources/setup/department.md new file mode 100644 index 00000000000..1b088b158fa --- /dev/null +++ b/erpnext/docs/user/manual/en/human-resources/setup/department.md @@ -0,0 +1,5 @@ +Departments in your organization + +Department + +{next} \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/human-resources/setup/designation.md b/erpnext/docs/user/manual/en/human-resources/setup/designation.md new file mode 100644 index 00000000000..1de779e7b33 --- /dev/null +++ b/erpnext/docs/user/manual/en/human-resources/setup/designation.md @@ -0,0 +1,5 @@ +Designations in your organization + +Designation + +{next} \ No newline at end of file diff --git a/erpnext/docs/user/guides/human-resources/setup/earning-type.md b/erpnext/docs/user/manual/en/human-resources/setup/earning-type.md similarity index 59% rename from erpnext/docs/user/guides/human-resources/setup/earning-type.md rename to erpnext/docs/user/manual/en/human-resources/setup/earning-type.md index ab97634e4d6..e5c35c6e1c9 100644 --- a/erpnext/docs/user/guides/human-resources/setup/earning-type.md +++ b/erpnext/docs/user/manual/en/human-resources/setup/earning-type.md @@ -4,7 +4,7 @@ To create a new Earning Type > Human Resource > Setup > Earning Type > New -Earning Type +Earning Type {next} diff --git a/erpnext/docs/user/manual/en/human-resources/setup/employment-type.md b/erpnext/docs/user/manual/en/human-resources/setup/employment-type.md new file mode 100644 index 00000000000..37d0fd3973d --- /dev/null +++ b/erpnext/docs/user/manual/en/human-resources/setup/employment-type.md @@ -0,0 +1,5 @@ +Various employment contracts you have with your employees. + +Employment Type + +{next} \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/human-resources/setup/holiday-list.md b/erpnext/docs/user/manual/en/human-resources/setup/holiday-list.md new file mode 100644 index 00000000000..31094f72d03 --- /dev/null +++ b/erpnext/docs/user/manual/en/human-resources/setup/holiday-list.md @@ -0,0 +1,5 @@ +You can specify the Holidays for a particular year using Holiday List. + +Holiday List + +{next} \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/human-resources/setup/hr-settings.md b/erpnext/docs/user/manual/en/human-resources/setup/hr-settings.md new file mode 100644 index 00000000000..1741df4a5f9 --- /dev/null +++ b/erpnext/docs/user/manual/en/human-resources/setup/hr-settings.md @@ -0,0 +1,7 @@ +# HR Settings + +GLobal settings for HR related documents + +HR Settings + +{next} \ No newline at end of file diff --git a/erpnext/docs/user/guides/human-resources/setup/index.md b/erpnext/docs/user/manual/en/human-resources/setup/index.md similarity index 100% rename from erpnext/docs/user/guides/human-resources/setup/index.md rename to erpnext/docs/user/manual/en/human-resources/setup/index.md diff --git a/erpnext/docs/user/guides/human-resources/setup/index.txt b/erpnext/docs/user/manual/en/human-resources/setup/index.txt similarity index 100% rename from erpnext/docs/user/guides/human-resources/setup/index.txt rename to erpnext/docs/user/manual/en/human-resources/setup/index.txt diff --git a/erpnext/docs/user/manual/en/human-resources/setup/leave-allocation.md b/erpnext/docs/user/manual/en/human-resources/setup/leave-allocation.md new file mode 100644 index 00000000000..91cf9902113 --- /dev/null +++ b/erpnext/docs/user/manual/en/human-resources/setup/leave-allocation.md @@ -0,0 +1,7 @@ +Helps you allocate Leaves to a particular Employee + +Leave Allocation + +To assign leaves to multiple employees use the [Leave Allocation Tool]({{docs_base_url}}/user/guides/human-resources/tools/leave-allocation-tool.html) + +{next} \ No newline at end of file diff --git a/erpnext/docs/user/guides/human-resources/setup/leave-type.md b/erpnext/docs/user/manual/en/human-resources/setup/leave-type.md similarity index 74% rename from erpnext/docs/user/guides/human-resources/setup/leave-type.md rename to erpnext/docs/user/manual/en/human-resources/setup/leave-type.md index 78b3ab660a8..d52cb2e8a23 100644 --- a/erpnext/docs/user/guides/human-resources/setup/leave-type.md +++ b/erpnext/docs/user/manual/en/human-resources/setup/leave-type.md @@ -1,6 +1,6 @@ Specify the Type of Leave that can be allocated against an Employee -Leave Type +Leave Type * 'Max Days Leave Allowed' specifies the maximum number of days this type of leave can be taken at a strech. * 'Is LWP' specifies if the Leave is without Pay. diff --git a/erpnext/docs/user/guides/human-resources/tools/index.md b/erpnext/docs/user/manual/en/human-resources/tools/index.md similarity index 100% rename from erpnext/docs/user/guides/human-resources/tools/index.md rename to erpnext/docs/user/manual/en/human-resources/tools/index.md diff --git a/erpnext/docs/user/guides/human-resources/tools/index.txt b/erpnext/docs/user/manual/en/human-resources/tools/index.txt similarity index 100% rename from erpnext/docs/user/guides/human-resources/tools/index.txt rename to erpnext/docs/user/manual/en/human-resources/tools/index.txt diff --git a/erpnext/docs/user/manual/en/human-resources/tools/leave-allocation-tool.md b/erpnext/docs/user/manual/en/human-resources/tools/leave-allocation-tool.md new file mode 100644 index 00000000000..56e8d3dee09 --- /dev/null +++ b/erpnext/docs/user/manual/en/human-resources/tools/leave-allocation-tool.md @@ -0,0 +1,5 @@ +Leave Allocation tool helps you allocated a specific number of leaves for your employees. + +Leave Application + +{next} \ No newline at end of file diff --git a/erpnext/docs/user/guides/human-resources/tools/upload-attendance.md b/erpnext/docs/user/manual/en/human-resources/tools/upload-attendance.md similarity index 53% rename from erpnext/docs/user/guides/human-resources/tools/upload-attendance.md rename to erpnext/docs/user/manual/en/human-resources/tools/upload-attendance.md index 5f70933ddae..adfc66d1160 100644 --- a/erpnext/docs/user/guides/human-resources/tools/upload-attendance.md +++ b/erpnext/docs/user/manual/en/human-resources/tools/upload-attendance.md @@ -4,6 +4,6 @@ To upload the attendance go to: > Human Resources > Upload Attendance -Attendence upload +Attendence upload {next} \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/index.md b/erpnext/docs/user/manual/en/index.md new file mode 100644 index 00000000000..21842733a43 --- /dev/null +++ b/erpnext/docs/user/manual/en/index.md @@ -0,0 +1,5 @@ +# User Manual (English) + +### Contents: + +{index} diff --git a/erpnext/docs/user/guides/index.txt b/erpnext/docs/user/manual/en/index.txt similarity index 77% rename from erpnext/docs/user/guides/index.txt rename to erpnext/docs/user/manual/en/index.txt index e9e30ed89cd..97a8cd8959f 100644 --- a/erpnext/docs/user/guides/index.txt +++ b/erpnext/docs/user/manual/en/index.txt @@ -11,5 +11,5 @@ support human-resources customer-portal website -collaboration-tools -customize-erpnext \ No newline at end of file +using-erpnext +customize-erpnext diff --git a/erpnext/docs/user/guides/introduction/concepts-and-terms.md b/erpnext/docs/user/manual/en/introduction/concepts-and-terms.md similarity index 100% rename from erpnext/docs/user/guides/introduction/concepts-and-terms.md rename to erpnext/docs/user/manual/en/introduction/concepts-and-terms.md diff --git a/erpnext/docs/user/guides/introduction/do-i-need-an-erp.md b/erpnext/docs/user/manual/en/introduction/do-i-need-an-erp.md similarity index 100% rename from erpnext/docs/user/guides/introduction/do-i-need-an-erp.md rename to erpnext/docs/user/manual/en/introduction/do-i-need-an-erp.md diff --git a/erpnext/docs/user/guides/introduction/getting-started-with-erpnext.md b/erpnext/docs/user/manual/en/introduction/getting-started-with-erpnext.md similarity index 100% rename from erpnext/docs/user/guides/introduction/getting-started-with-erpnext.md rename to erpnext/docs/user/manual/en/introduction/getting-started-with-erpnext.md diff --git a/erpnext/docs/user/guides/introduction/implementation-strategy.md b/erpnext/docs/user/manual/en/introduction/implementation-strategy.md similarity index 100% rename from erpnext/docs/user/guides/introduction/implementation-strategy.md rename to erpnext/docs/user/manual/en/introduction/implementation-strategy.md diff --git a/erpnext/docs/user/guides/introduction/index.md b/erpnext/docs/user/manual/en/introduction/index.md similarity index 100% rename from erpnext/docs/user/guides/introduction/index.md rename to erpnext/docs/user/manual/en/introduction/index.md diff --git a/erpnext/docs/user/guides/introduction/index.txt b/erpnext/docs/user/manual/en/introduction/index.txt similarity index 100% rename from erpnext/docs/user/guides/introduction/index.txt rename to erpnext/docs/user/manual/en/introduction/index.txt diff --git a/erpnext/docs/user/guides/introduction/key-workflows.md b/erpnext/docs/user/manual/en/introduction/key-workflows.md similarity index 69% rename from erpnext/docs/user/guides/introduction/key-workflows.md rename to erpnext/docs/user/manual/en/introduction/key-workflows.md index f83c8a61080..8c8d6ec0557 100644 --- a/erpnext/docs/user/guides/introduction/key-workflows.md +++ b/erpnext/docs/user/manual/en/introduction/key-workflows.md @@ -3,10 +3,10 @@ This diagram covers how ERPNext tracks your company information across key functions. This diagram does not cover all the features of ERPNext. -![]({{url_prefix}}/assets/old_images/erpnext/overview.png) +![]({{docs_base_url}}/assets/old_images/erpnext/overview.png) -[Full Resolution]({{url_prefix}}/assets/old_images/erpnext/overview.png) +[Full Resolution]({{docs_base_url}}/assets/old_images/erpnext/overview.png) _Note: Not all of the steps are mandatory. ERPNext allows you to freely skip steps if you want to simplify the process._ diff --git a/erpnext/docs/user/guides/introduction/open-source.md b/erpnext/docs/user/manual/en/introduction/open-source.md similarity index 100% rename from erpnext/docs/user/guides/introduction/open-source.md rename to erpnext/docs/user/manual/en/introduction/open-source.md diff --git a/erpnext/docs/user/guides/introduction/the-champion.md b/erpnext/docs/user/manual/en/introduction/the-champion.md similarity index 93% rename from erpnext/docs/user/guides/introduction/the-champion.md rename to erpnext/docs/user/manual/en/introduction/the-champion.md index 596ff4b0039..21a238343fb 100644 --- a/erpnext/docs/user/guides/introduction/the-champion.md +++ b/erpnext/docs/user/manual/en/introduction/the-champion.md @@ -2,7 +2,7 @@

    The Champion

    - + We have seen dozens of ERP implementations over the past few years and we realize that successful implementation is a lot about intangibles and diff --git a/erpnext/docs/user/manual/en/manufacturing/articles/index.md b/erpnext/docs/user/manual/en/manufacturing/articles/index.md new file mode 100644 index 00000000000..4e1be287e18 --- /dev/null +++ b/erpnext/docs/user/manual/en/manufacturing/articles/index.md @@ -0,0 +1 @@ +{content} \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/manufacturing/articles/index.txt b/erpnext/docs/user/manual/en/manufacturing/articles/index.txt new file mode 100644 index 00000000000..59f35039b4d --- /dev/null +++ b/erpnext/docs/user/manual/en/manufacturing/articles/index.txt @@ -0,0 +1,4 @@ +nested-bom-structure +partial-production-entry +production-planning-subassembly +valuation-based-on-field-in-bom \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/manufacturing/articles/nested-bom-structure.md b/erpnext/docs/user/manual/en/manufacturing/articles/nested-bom-structure.md new file mode 100644 index 00000000000..266ae12bee9 --- /dev/null +++ b/erpnext/docs/user/manual/en/manufacturing/articles/nested-bom-structure.md @@ -0,0 +1,30 @@ +

    Nested BOM Structure

    + +**Question:** Our manufacturing process involves producing sub-assembly items before final product. How should we manage BOM master in this scenario? + +**Answer:** You should create BOM for item in the order of their production. Let's consider an example to understand this better. + +If Computer manufacturer assembles Hard Disk and DVD Drive (sub-assemblies) themselves, they should first create BOM for Hard Disk and DVD Drive. After that BOM for Computer will be created, which is finished and saleable item. BOM of computer will have  +Hard Disk and DVD Drive (sub-assemblies) will be selected as raw-material items in it. BOM ID will be fetched for the respective sub-assembly item. + + + + +
    Following is how the structure of nested BOM will look: +
    +
    Computer (FG Item) +
    --- Mother Board +
    --- SMTP +
    --- Accessories and wires +
    --- Hard Disk (sub-assembly) +
          ------ Item A +
          ------ Item B +
          ------ Item C +
    --- DVD Drive (sub-assembly) +
          ------ Item X +
          ------ Item Y +
          ------ Item Z +
    + + + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/manufacturing/articles/partial-production-entry.md b/erpnext/docs/user/manual/en/manufacturing/articles/partial-production-entry.md new file mode 100644 index 00000000000..e2a702ebc9e --- /dev/null +++ b/erpnext/docs/user/manual/en/manufacturing/articles/partial-production-entry.md @@ -0,0 +1,25 @@ +

    Partial Production Entry

    + +If you completed production for few items, then you can make Partial Production Entry for that items in system. For example, your production order is for 15 quantity and you completed production for 10 quantity only. Then you can make production entry for 5 quantity. Following are step to make Partial Production Entry + +#### 1. Stock Entry + +Click on Update Finish Goods button from submitted Product Order, You will land on new Stock entry form. + +#### 2. Edit Manufacturing Quantity + +In the Update Finished Goods entry, check "From Bill of Material section", and edit Manufacturing Quantity to actual quantity produced. Production Order quantity will be fetched as Manufacturing Quantity by default. + +#### 3. Update Qty of Items + +Click on **Get Items**. With this, quantity will be updated for both raw-material as well as finish good item. + +![FGE STE]({{docs_base_url}}/assets/img/articles/Selection_078.png) + +#### 4. Save and Submit + +After updating quantity in stock entry form, save and submit the stock entry. On submit stock will update for quantity entered in this stock entry. + +When will you create another finish goods entry against this Production Order, system will only fetch pending quantity to be produced. + + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/manufacturing/articles/production-planning-subassembly.html b/erpnext/docs/user/manual/en/manufacturing/articles/production-planning-subassembly.html new file mode 100644 index 00000000000..556875042e3 --- /dev/null +++ b/erpnext/docs/user/manual/en/manufacturing/articles/production-planning-subassembly.html @@ -0,0 +1,8 @@ +

    Production Planning & Subassembly

    + +if you need Production Planning Tool to consider raw-materials required for the manufacturing of sub-assembly items selected in the BOM, please check following instructions to achieve the same.

    Production Planning Tool has field called "Use Multi-Level BOM", checking which will consider raw-material of sub-assemblies as well in the material planning. If this field is not checked, then it will consider sub-assembly as an item, and won't consider raw-material required for the manufacturing of that sub-assembly.



    You will find same field in the Production Order and Stock Entry as well.

    This feature is very useful for the companies who create BOM for the + sub-assemblies, but Production Order is created only for the finished +item. They do not create separate Production Order for the +sub-assemblies, but raw-materials as listed in the BOM of sub-assembly +items are consumed in the production process, and not sub-assembly item +directly.
    \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/manufacturing/articles/valuation-based-on-field-in-bom.html b/erpnext/docs/user/manual/en/manufacturing/articles/valuation-based-on-field-in-bom.html new file mode 100644 index 00000000000..4460ce0234f --- /dev/null +++ b/erpnext/docs/user/manual/en/manufacturing/articles/valuation-based-on-field-in-bom.html @@ -0,0 +1,10 @@ +

    'Valuation Based On' Field in BOM

    + +
    Question: What do the various options in Valuation Based On Field in Bill Of Materials (BOM) Form mean?

    Answer: There are 3 available options in the Valuation Based On field;



    • Valuation Rate:
      • Item valuation rate is +defined based on it's purchase/manufacture value + other charges.
      • For +Purchase Item, it is defined based on charges entered in the Purchase +Receipt. If you don't have any Purchase Receipt + made for an item or a Stock Reconciliation, then you won't have +Valuation Rate for that item.
    • Price List Rate:
      • Just like you pull item prices in sales and purchase transaction, it can be pulled in BOM via Price List Rate.
    • Last Purchase Rate:
      • It will be the last Purchase Rate value of an item. This +value is updated in the item master as well, based on rate in the +Purchase Order for this item.


    \ No newline at end of file diff --git a/erpnext/docs/user/guides/manufacturing/bill-of-materials.md b/erpnext/docs/user/manual/en/manufacturing/bill-of-materials.md similarity index 75% rename from erpnext/docs/user/guides/manufacturing/bill-of-materials.md rename to erpnext/docs/user/manual/en/manufacturing/bill-of-materials.md index 9ddf81ab4b6..34d853064d0 100644 --- a/erpnext/docs/user/guides/manufacturing/bill-of-materials.md +++ b/erpnext/docs/user/manual/en/manufacturing/bill-of-materials.md @@ -8,11 +8,11 @@ To make a new BOM: > Manufacturing > Bill of Materials > New BOM -Task +Task * To add Operations select 'With Operation'. The Operations table shall appear. -Task +Task * Select the Item for which you want to make the BOM. * Add the operations that you have to go through to make that particular Item in the “Operations” table. For each operation, you will be asked to enter a Workstation. You must create new Workstations as and when necessary. @@ -25,17 +25,17 @@ To make a new BOM: * Add the list of Items you require for each operation, with its quantity. This Item could be a purchased Item or a sub-assembly with its own BOM. If the row Item is a manufactured Item and has multiple BOMs, select the appropriate BOM. You can also define if a part of the Item goes into scrap. -Costing +Costing * This cost can be updated on by using the 'Update Cost' button. -Update Cost +Update Cost ### Materials Required(exploded) This table lists down all the Material required for the Item to be Manufactured. It also fetches sub-assemblies along with the quantity. -Exploded Section +Exploded Section {next} diff --git a/erpnext/docs/user/guides/manufacturing/index.md b/erpnext/docs/user/manual/en/manufacturing/index.md similarity index 100% rename from erpnext/docs/user/guides/manufacturing/index.md rename to erpnext/docs/user/manual/en/manufacturing/index.md diff --git a/erpnext/docs/user/guides/manufacturing/index.txt b/erpnext/docs/user/manual/en/manufacturing/index.txt similarity index 85% rename from erpnext/docs/user/guides/manufacturing/index.txt rename to erpnext/docs/user/manual/en/manufacturing/index.txt index 1fe03a62604..3b932a52927 100644 --- a/erpnext/docs/user/guides/manufacturing/index.txt +++ b/erpnext/docs/user/manual/en/manufacturing/index.txt @@ -5,4 +5,5 @@ workstation operation subcontracting tools -setup \ No newline at end of file +setup +articles diff --git a/erpnext/docs/user/guides/manufacturing/introduction.md b/erpnext/docs/user/manual/en/manufacturing/introduction.md similarity index 92% rename from erpnext/docs/user/guides/manufacturing/introduction.md rename to erpnext/docs/user/manual/en/manufacturing/introduction.md index 2d60e6780b1..f9d827c6d16 100644 --- a/erpnext/docs/user/guides/manufacturing/introduction.md +++ b/erpnext/docs/user/manual/en/manufacturing/introduction.md @@ -1,4 +1,4 @@ -Task +Task ### Types of Production Planning diff --git a/erpnext/docs/user/guides/manufacturing/operation.md b/erpnext/docs/user/manual/en/manufacturing/operation.md similarity index 67% rename from erpnext/docs/user/guides/manufacturing/operation.md rename to erpnext/docs/user/manual/en/manufacturing/operation.md index 6c77089438a..b21304e432c 100644 --- a/erpnext/docs/user/guides/manufacturing/operation.md +++ b/erpnext/docs/user/manual/en/manufacturing/operation.md @@ -6,6 +6,6 @@ You can also create a Operation by: > Manufacturing > Documents > Operation > New -Operation +Operation {next} \ No newline at end of file diff --git a/erpnext/docs/user/guides/manufacturing/production-order.md b/erpnext/docs/user/manual/en/manufacturing/production-order.md similarity index 79% rename from erpnext/docs/user/guides/manufacturing/production-order.md rename to erpnext/docs/user/manual/en/manufacturing/production-order.md index c9729be6f08..6438d81309f 100644 --- a/erpnext/docs/user/guides/manufacturing/production-order.md +++ b/erpnext/docs/user/manual/en/manufacturing/production-order.md @@ -10,7 +10,7 @@ by: > Manufacturing > Documents > Production Order > New -Production Order +Production Order ### Creating Production Orders @@ -26,11 +26,11 @@ by: * By default the system fetchs workstation and duration for Production Order Operations from the selected BOM. -PO Opeartions +PO Opeartions * If you wish to reassign the wrokstation for a particular opeeration in the Production Order, you can do so before submitting the Production Order. -PO reassigning Operations +PO reassigning Operations * Select the respective operation, and change its workstation. * You can also change the Operating Time for that operation @@ -47,28 +47,28 @@ by: * Click on 'Transfer Materials for Manufacturing'. -Transfer Materials +Transfer Materials * Mention the quantity of materials to be transfered. -Material Transfer Qty +Material Transfer Qty * Submit the Stock Entry -Stock Entry for PO +Stock Entry for PO * Material Transfered for Manufacturing will be updated in the Production Order based on the Stock Entry. -Stock Entry for PO +Stock Entry for PO ### Making Time Logs -* Progress in the Production Order can be tracked using [Time Log]({{url_prefix}}/user/guides/projects/time-log.html) +* Progress in the Production Order can be tracked using [Time Log]({{docs_base_url}}/user/guides/projects/time-log.html) * Time Logs are created against Production Order Operations. * Drafts of Time Logs are also created based on the scheduled operations when an Production Order is Submitted. * To create more Time Logs against an operation select 'Make TIme Log' in the respective operation. -Make TL against PO +Make TL against PO ###Updating Finished Goods @@ -76,11 +76,11 @@ by: * This will create a Stock Entry that will deduct all the sub-Items from the WIP Warehouse and add them to the Finished Goods Warehouse. * Click on 'Update Finished Goods'. -Update Finished Goods +Update Finished Goods * Mention the quantity of materials to be transfered. -Update Finished Goods Qty +Update Finished Goods Qty > Tip : You can also partially complete a Production Order by updating the Finished Goods stock creating a Stock Entry. @@ -95,7 +95,7 @@ by: 4. Update Finished Goods: This will create a Stock Entry that will deduct all the sub-Items from the WIP Warehouse and add them to the Finished Goods Warehouse. 5. To check all Time Logs made against the Production Order click on 'Show Time Logs' -PO - stop +PO - stop * You can Also re-start a stopped Production Order. diff --git a/erpnext/docs/user/guides/manufacturing/setup/index.md b/erpnext/docs/user/manual/en/manufacturing/setup/index.md similarity index 100% rename from erpnext/docs/user/guides/manufacturing/setup/index.md rename to erpnext/docs/user/manual/en/manufacturing/setup/index.md diff --git a/erpnext/docs/user/guides/manufacturing/setup/index.txt b/erpnext/docs/user/manual/en/manufacturing/setup/index.txt similarity index 100% rename from erpnext/docs/user/guides/manufacturing/setup/index.txt rename to erpnext/docs/user/manual/en/manufacturing/setup/index.txt diff --git a/erpnext/docs/user/guides/manufacturing/setup/manufacturing-settings.md b/erpnext/docs/user/manual/en/manufacturing/setup/manufacturing-settings.md similarity index 79% rename from erpnext/docs/user/guides/manufacturing/setup/manufacturing-settings.md rename to erpnext/docs/user/manual/en/manufacturing/setup/manufacturing-settings.md index eb0a08c5ffc..dc59689f472 100644 --- a/erpnext/docs/user/guides/manufacturing/setup/manufacturing-settings.md +++ b/erpnext/docs/user/manual/en/manufacturing/setup/manufacturing-settings.md @@ -2,7 +2,7 @@ > Manufacturing > Production Order > Setup > Manufacturing Settings -Manufacturing Settings +Manufacturing Settings * Allow Overtime - Specify if workstations are to allow overtime.(schedule operations outside working hours) diff --git a/erpnext/docs/user/guides/manufacturing/subcontracting.md b/erpnext/docs/user/manual/en/manufacturing/subcontracting.md similarity index 96% rename from erpnext/docs/user/guides/manufacturing/subcontracting.md rename to erpnext/docs/user/manual/en/manufacturing/subcontracting.md index 832e8a23340..6f2b86b40fe 100644 --- a/erpnext/docs/user/guides/manufacturing/subcontracting.md +++ b/erpnext/docs/user/manual/en/manufacturing/subcontracting.md @@ -15,7 +15,7 @@ sub-contracting feature of ERPNext. 2. Create a Warehouse for your Supplier so that you can keep track of Items supplied. (you may supply a months worth of Items in one go). 3. For the processed Item, in the Item master, set “Is Sub Contracted Item” to “Yes”. -![Subcontract]({{url_prefix}}/assets/old_images/erpnext/subcontract.png) +![Subcontract]({{docs_base_url}}/assets/old_images/erpnext/subcontract.png) diff --git a/erpnext/docs/user/guides/manufacturing/tools/bom-replace-tool.md b/erpnext/docs/user/manual/en/manufacturing/tools/bom-replace-tool.md similarity index 91% rename from erpnext/docs/user/guides/manufacturing/tools/bom-replace-tool.md rename to erpnext/docs/user/manual/en/manufacturing/tools/bom-replace-tool.md index 8722d2645c4..794d982c723 100644 --- a/erpnext/docs/user/guides/manufacturing/tools/bom-replace-tool.md +++ b/erpnext/docs/user/manual/en/manufacturing/tools/bom-replace-tool.md @@ -33,7 +33,7 @@ If we have more items to be added , or existing items to be edited in the BOM of To update new BOM updated in the BOM of finished item, where CPU is selected as raw-material, you can use BOM Replace tool. -BOM replace Tool +BOM replace Tool In this tool, you should select Current BOM, and New BOM. On clicking Replace button, current BOM of CPU will be replaced with New BOM in the BOM of finished Item (Computer). diff --git a/erpnext/docs/user/guides/manufacturing/tools/index.md b/erpnext/docs/user/manual/en/manufacturing/tools/index.md similarity index 100% rename from erpnext/docs/user/guides/manufacturing/tools/index.md rename to erpnext/docs/user/manual/en/manufacturing/tools/index.md diff --git a/erpnext/docs/user/guides/manufacturing/tools/index.txt b/erpnext/docs/user/manual/en/manufacturing/tools/index.txt similarity index 100% rename from erpnext/docs/user/guides/manufacturing/tools/index.txt rename to erpnext/docs/user/manual/en/manufacturing/tools/index.txt diff --git a/erpnext/docs/user/guides/manufacturing/tools/production-planning-tool.md b/erpnext/docs/user/manual/en/manufacturing/tools/production-planning-tool.md similarity index 69% rename from erpnext/docs/user/guides/manufacturing/tools/production-planning-tool.md rename to erpnext/docs/user/manual/en/manufacturing/tools/production-planning-tool.md index b966e7a8c94..61ec4c76d9a 100644 --- a/erpnext/docs/user/guides/manufacturing/tools/production-planning-tool.md +++ b/erpnext/docs/user/manual/en/manufacturing/tools/production-planning-tool.md @@ -11,7 +11,7 @@ To use the Production Planning Tool, go to: > Manufacturing > Tools > Production Planning Tool -Production Planing Tool +Production Planing Tool @@ -20,7 +20,7 @@ To use the Production Planning Tool, go to: * Select sales orders for MRP using filters (Time, Item, and Customer) * Click on Get Sales Order to generate a list. -Production Planing Tool +Production Planing Tool @@ -28,11 +28,11 @@ To use the Production Planning Tool, go to: You can add/remove or change quantity of these Items. -Production Planing Tool +Production Planing Tool #### Step 3: Create Production Orders -Production Planing Tool +Production Planing Tool @@ -40,7 +40,7 @@ You can add/remove or change quantity of these Items. Create Material Request for Items with projected shortfall. -Production Planing Tool +Production Planing Tool diff --git a/erpnext/docs/user/guides/manufacturing/workstation.md b/erpnext/docs/user/manual/en/manufacturing/workstation.md similarity index 77% rename from erpnext/docs/user/guides/manufacturing/workstation.md rename to erpnext/docs/user/manual/en/manufacturing/workstation.md index abc8933f41d..4e27eb5ae2e 100644 --- a/erpnext/docs/user/guides/manufacturing/workstation.md +++ b/erpnext/docs/user/manual/en/manufacturing/workstation.md @@ -8,12 +8,12 @@ You can also create a Workstation by: > Manufacturing > Documents > Workstation > New -Workstation +Workstation In workstation specify the workstation working hours under the 'working hour' section. You can also specify the working hours based on shifts. While scheduling Production Order, system will check for the availability of the workstation based on the working hours specified. -> Note : You can enable overtime for your workstation in [Manufacturing Settings]({{url_prefix}}/user/guides/manufacturing/setup/manufacturing-settings.html) +> Note : You can enable overtime for your workstation in [Manufacturing Settings]({{docs_base_url}}/user/guides/manufacturing/setup/manufacturing-settings.html) {next} \ No newline at end of file diff --git a/erpnext/docs/user/guides/projects/activity-cost.md b/erpnext/docs/user/manual/en/projects/activity-cost.md similarity index 65% rename from erpnext/docs/user/guides/projects/activity-cost.md rename to erpnext/docs/user/manual/en/projects/activity-cost.md index 3ad95fc14b8..d4e2106a883 100644 --- a/erpnext/docs/user/guides/projects/activity-cost.md +++ b/erpnext/docs/user/manual/en/projects/activity-cost.md @@ -1,4 +1,4 @@ Activity Cost records the per-hour billing rate and costing rate of an Employee against an Activity Type. This rate is pulled by the system while making Time Logs. It is used for Project Costing. -Activity Cost +Activity Cost diff --git a/erpnext/docs/user/guides/projects/activity-type.md b/erpnext/docs/user/manual/en/projects/activity-type.md similarity index 68% rename from erpnext/docs/user/guides/projects/activity-type.md rename to erpnext/docs/user/manual/en/projects/activity-type.md index a59885378ff..7f37f51e541 100644 --- a/erpnext/docs/user/guides/projects/activity-type.md +++ b/erpnext/docs/user/manual/en/projects/activity-type.md @@ -1,6 +1,6 @@ Activity Type makes a list of the different types of activities against which a Time Log can be made. -Activity Type +Activity Type By default the following Activity Types are created. diff --git a/erpnext/docs/user/manual/en/projects/articles/index.md b/erpnext/docs/user/manual/en/projects/articles/index.md new file mode 100644 index 00000000000..4e1be287e18 --- /dev/null +++ b/erpnext/docs/user/manual/en/projects/articles/index.md @@ -0,0 +1 @@ +{content} \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/projects/articles/index.txt b/erpnext/docs/user/manual/en/projects/articles/index.txt new file mode 100644 index 00000000000..56c193c2776 --- /dev/null +++ b/erpnext/docs/user/manual/en/projects/articles/index.txt @@ -0,0 +1 @@ +project-costing \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/projects/articles/project-costing.md b/erpnext/docs/user/manual/en/projects/articles/project-costing.md new file mode 100644 index 00000000000..e5c59400f14 --- /dev/null +++ b/erpnext/docs/user/manual/en/projects/articles/project-costing.md @@ -0,0 +1,39 @@ +

    Project Costing

    + +Each project has multiple task associated with it. To track actual costing of a Project, primarily in terms of services, user has to create Time Log based on actual time spent on Project-Task. Following the steps on how you can track actual service cost against Project. + +#### Activity Type + +Activity Type is a master of service offered by your personnel. You can add new Activity type from: + +`Project > Activity Type > New` + +#### Activity Cost + +Activity Cost is a master where you can track billing and costing rate for each Employee, and for each Activity Type. + +![Activity Cost]({{docs_base_url}}/assets/img/articles/Screen Shot 2015-06-11 at 4.57.01 pm.png) + +#### Time Log + +Based on Actual Time spent on the Project-Task, Employee will create a time log. + +![Time Log]({{docs_base_url}}/assets/img/articles/Screen Shot 2015-06-11 at 4.59.49 pm.png) + +On selection of Activity Type in the Time Log, Billing and Costing Rate will fetched for that Employee from respective Activity Cost master. + +![Time Log Costing]({{docs_base_url}}/assets/img/articles/Screen Shot 2015-06-11 at 5.00.06 pm.png) + +Multiplying these rates with total no. of Hours in the Time Log gives Costing Amount and Billing Amount for the specific Time Log. + +#### Costing in Project and Task + +Based on total Time Logs created for a specific Task, its costing will be updated in the respective Task master. + +![Costing in Task]({{docs_base_url}}/assets/img/articles/Screen Shot 2015-06-11 at 5.02.54 pm.png) + +Same way, Project master will have cost updated based on Time Log created against that Projects, and tasks associated with that Project. + +![Costing in Project]({{docs_base_url}}/assets/img/articles/Screen Shot 2015-06-11 at 5.02.29 pm.png) + + \ No newline at end of file diff --git a/erpnext/docs/user/guides/projects/index.md b/erpnext/docs/user/manual/en/projects/index.md similarity index 100% rename from erpnext/docs/user/guides/projects/index.md rename to erpnext/docs/user/manual/en/projects/index.md diff --git a/erpnext/docs/user/guides/projects/index.txt b/erpnext/docs/user/manual/en/projects/index.txt similarity index 69% rename from erpnext/docs/user/guides/projects/index.txt rename to erpnext/docs/user/manual/en/projects/index.txt index e5ef847a5e8..f2bae7746bb 100644 --- a/erpnext/docs/user/guides/projects/index.txt +++ b/erpnext/docs/user/manual/en/projects/index.txt @@ -3,4 +3,5 @@ project time-log time-log-batch activity-type -activity-cost \ No newline at end of file +activity-cost +articles diff --git a/erpnext/docs/user/manual/en/projects/project.md b/erpnext/docs/user/manual/en/projects/project.md new file mode 100644 index 00000000000..e4558e16318 --- /dev/null +++ b/erpnext/docs/user/manual/en/projects/project.md @@ -0,0 +1,87 @@ +Project management in ERPNext is Task driven. You can create Project and assign multiple Tasks against it. + +Project + +### Managing tasks +Project can be divided into multiple Tasks. +Task can be created via Project document itself or can be created via [Task]({{docs_base_url}}/user/guides/projects/tasks.html) + +Project + +* To view Task made against a Project click on 'Tasks' + +Project - View Task + +Project - Task List + +* You can also view the Tasks from the Project document itself + +Project - Task Grid + +### Managing time + +ERPNext uses [Time Log]({{docs_base_url}}/user/guides/projects/time-log.html) to track the progress of a Project. +You can create Time Logs against each task. +The Actual Start and End Time along with the costing shall then be updated based on the Time Log. + +* To view Time Log made against a Project click on 'Time Logs' + +Project - View Time Log + +Project - Time Log List + +* You can also create a Time Log directlly and link it to the Project. + +Project - Link Time Log + +### Managing expenses + +You can book [Expense Claim]({{docs_base_url}}/user/guides/human-resources/expense-claim.html) against a project task. +The system shall update the total amount from expense claims in the project costing section. + +* To view Expense Claims made against a Project click on 'Expense Claims' + +Project - View Expense Claim + +* You can also create a Expense Claims directlly and link it to the Project. + +Project - Link Expense Claim + +* Total amount of Expense Claims booked against a project is shown under 'Total Expense Claim' in the Project Costing Section + +Project - Total Expense Claim + +### Cost Center + +You can make a [Cost Center]({{docs_base_url}}/user/guides/accounts/setup/cost-center.html) against a Project or use an existing cost center to track all expenses made against that project. + +Project - Cost Center + +###Project Costing + +The Project Costing section helps you track the time and expenses incurred against the project. + +Project - Costing + +* The Costing Section is updated based on Time Logs made. + +* Gross Margin is the difference between Total Costing Amount and Total Billing Amount + +###Billing + +You can make/link a [Sales Order]({{docs_base_url}}/user/guides/selling/sales-order.html) against a project. Once linked you can use the standard sales module to bill your customer against the Project. + +Project - Sales Order + +###Gantt Chart + +A Gantt Chart illustrates a project schedule. +ERPNext gives you a illustrated view of tasks scheduled against that project in Gantt Chart View. + +* To view gantt chart against a project, go to that project and click on 'Gantt Chart' + +Project - View Gantt Chart + +Project - Gantt Chart + +{next} diff --git a/erpnext/docs/user/guides/projects/tasks.md b/erpnext/docs/user/manual/en/projects/tasks.md similarity index 54% rename from erpnext/docs/user/guides/projects/tasks.md rename to erpnext/docs/user/manual/en/projects/tasks.md index 6ee97a0e78f..bf1e9af1dc0 100644 --- a/erpnext/docs/user/guides/projects/tasks.md +++ b/erpnext/docs/user/manual/en/projects/tasks.md @@ -1,13 +1,13 @@ Project is divided into Tasks. In ERPNext, you can also create a Task independently. -Task +Task ### Status of the Task A Task can have either of the following status - Open, Working, Pending Review, Closed, Cancelled. -Task - Status +Task - Status * By default each new Task created shall have the status set to 'Open'. @@ -17,7 +17,7 @@ A Task can have either of the following status - Open, Working, Pending Review, You can specify a list of dependent task under the 'Depends On' section. -Depends On +Depends On * You cannot close the parent Task until all 'Dependant Task' are closed. @@ -25,35 +25,35 @@ You can specify a list of dependent task under the 'Depends On' section. ### Managing Time -ERPNext uses [Time Log]({{url_prefix}}/user/guides/projects/time-log.html) to track the progress of a Task. +ERPNext uses [Time Log]({{docs_base_url}}/user/guides/projects/time-log.html) to track the progress of a Task. You can create multiple Time Logs against each task. The Actual Start and End Time along with the costing shall then be updated based on the Time Log. * To view Time Log made against a Task click on 'Time Logs' -Task - View Time Log +Task - View Time Log -Task - Time Log List +Task - Time Log List * You can also create a Time Log directlly and link it to the Task. -Task - Link Time Log +Task - Link Time Log ### Managing Expenses -You can book [Expense Claim]({{url_prefix}}/user/guides/human-resource-management/expense-claim.html) against a task. +You can book [Expense Claim]({{docs_base_url}}/user/guides/human-resource-management/expense-claim.html) against a task. The system shall update the total amount from expense claims in the costing section. * To view Expense Claims made against a Task click on 'Expense Claims' -Task - View Expense Claim +Task - View Expense Claim * You can also create a Expense Claims directlly and link it to the Task. -Task - Link Expense Claim +Task - Link Expense Claim * Total amount of Expense Claims booked against a task is shown under 'Total Expense Claim' in the Task Costing Section -Task - Total Expense Claim +Task - Total Expense Claim {next} diff --git a/erpnext/docs/user/guides/projects/time-log-batch.md b/erpnext/docs/user/manual/en/projects/time-log-batch.md similarity index 66% rename from erpnext/docs/user/guides/projects/time-log-batch.md rename to erpnext/docs/user/manual/en/projects/time-log-batch.md index e16383bb946..d48633ad071 100644 --- a/erpnext/docs/user/guides/projects/time-log-batch.md +++ b/erpnext/docs/user/manual/en/projects/time-log-batch.md @@ -6,17 +6,17 @@ OR Just open your Time Log list and check the Items to you want to add to the Time Log. Then click on "Make Time Log Batch" button and these Time Logs will be selected. -Time Log - Drag Calender +Time Log - Drag Calender ###Making Sales Invoice * After submitting the Time Log Batch, "Make Invoice" button shall appear. -Time Log - Drag Calender +Time Log - Drag Calender * Click on that button to raise a Sales Invoice against the Time Log Batch. -Time Log - Drag Calender +Time Log - Drag Calender * When you "Submit" the Sales Invoice, the Sales Invoice number will get updated in the Time Logs and Time Log Batch and their status will change to "Billed". diff --git a/erpnext/docs/user/guides/projects/time-log.md b/erpnext/docs/user/manual/en/projects/time-log.md similarity index 62% rename from erpnext/docs/user/guides/projects/time-log.md rename to erpnext/docs/user/manual/en/projects/time-log.md index c1802089aaa..17392403d0f 100644 --- a/erpnext/docs/user/guides/projects/time-log.md +++ b/erpnext/docs/user/manual/en/projects/time-log.md @@ -7,7 +7,7 @@ They can be used to track the following * Project * Internal References -Time Log +Time Log ###Creating Time Logs @@ -18,15 +18,15 @@ They can be used to track the following To create Time Logs via Calender, go to Time Log and select Calendar. -Time Log - View Calender +Time Log - View Calender * To create a Time Log for multiple days, click and drag the cursor across days. -Time Log - Drag Calender +Time Log - Drag Calender * You can also create Time Logs from 'week' and 'day' view of the calender. -Time Log - Drag Calender +Time Log - Drag Calender * Time Logs for Manufacturing processes needs to be created from the Production Order. * To create more Time Logs against Operations select the respective operation and click on the 'Make Time Log' button. @@ -35,15 +35,15 @@ To create Time Logs via Calender, go to Time Log and select Calendar. * If you wish to bill against a Time Log you need to select the 'Billable' option. -* In the costing section, the system will pull up the Costing & Billing rate from [Activity Cost]({{url_prefix}}/user/guides/projects/activity-cost.html) +* In the costing section, the system will pull up the Costing & Billing rate from [Activity Cost]({{docs_base_url}}/user/guides/projects/activity-cost.html) based on the Employee and Activity Type specified. * The system shall then calculate the Costing and Billing amount based on the Hours mentioned in the Time Log. * If 'Billable' is not selected, the system shall display the 'Billing Amount' as 0. -Time Log - Costing +Time Log - Costing -* After submitting the Time Log, you need to create [Time Log batch]({{url_prefix}}/user/guides/projects/time-log-batch.html) to further bill the Time Log. +* After submitting the Time Log, you need to create [Time Log batch]({{docs_base_url}}/user/guides/projects/time-log-batch.html) to further bill the Time Log. {next} diff --git a/erpnext/docs/user/manual/en/selling/articles/applying-discount.md b/erpnext/docs/user/manual/en/selling/articles/applying-discount.md new file mode 100644 index 00000000000..9dfc730cf2e --- /dev/null +++ b/erpnext/docs/user/manual/en/selling/articles/applying-discount.md @@ -0,0 +1,31 @@ +

    Applying Discount

    + +There are two ways Discount can be applied on an items in the sales transactions. + +#### 1. Discount on "Price List Rate" of an item + +In the Item table of transaction, after Price List Rate field, you will find Discount (%) field. Discount Rate applied in this field will be applicable on the Price List Rate of an item. + +Before applying Discount (%). + +![Before discount]({{docs_base_url}}/assets/img/articles/Selection_00616c670.png) + +After applying Discount (%) under Discount on Price List Rate (%) field. + +![After discount]({{docs_base_url}}/assets/img/articles/Selection_007f81dc2.png) + +You can apply percent discount in all sales and purchase transactions. + +#### 2. Discount on Grand Total + +In transactions, after Taxes and Charges table, you will find option to enter "Additional Discount Amount". Based on Amount entered in this field, item's Basic Rate and Taxes will be recalculated. + +Before applying Additional Discount Amount, + +![Discount]({{docs_base_url}}/assets/img/articles/Selection_0085ca13e.png) + +After applying Additional Discount Amount. + +![Discount Amount]({{docs_base_url}}/assets/img/articles/Selection_010496ae2.png) + + \ No newline at end of file diff --git a/erpnext/docs/user/guides/selling/drop-shipping.md b/erpnext/docs/user/manual/en/selling/articles/drop-shipping.md similarity index 76% rename from erpnext/docs/user/guides/selling/drop-shipping.md rename to erpnext/docs/user/manual/en/selling/articles/drop-shipping.md index e05fb1bd7ee..8c3af05c189 100644 --- a/erpnext/docs/user/guides/selling/drop-shipping.md +++ b/erpnext/docs/user/manual/en/selling/articles/drop-shipping.md @@ -7,28 +7,28 @@ In ERPNext, you can create a Drop Shipping by creating Purchase Order against Sa #### Setup on Item Master Set **_Delivered by Supplier (Drop Ship)_** and **_Default Supplier_** in Item Master. -Setup Item Master +Setup Item Master #### Setup on Sales Order If Drop Shipping has set on Item master, it will automatically set **Supplier delivers to Customer** and **Supplier** on Salse Order Item. You can setup Drop Shipping, on Sales Order Item. Under **Drop Ship** section, set **Supplier delivers to Customer** and select **Supplier** agaist which Purchase Order will get created. -Setup Drop Shipping on Sales Order Item +Setup Drop Shipping on Sales Order Item #### Create Purchase Order After submitting a Sales Order, create Puchase Order.
    -Setup Drop Shipping on Sales Order Item +Setup Drop Shipping on Sales Order Item From Sales Order, all items, having **Supplier delivers to Customer** checked or **Supplier**(matching with supplier selected on For Supplier popup) mentioned, will get mapped onto Purchase Order. It will automatically set Customer, Customer Address and Contact Person. After submitting Purchase Order, to update delivery status, use **Mark as Delivered** button on Purchase Order. It will update delivery percetage and delivered quantity on Sales Order. -Purchase Order for Drop Shipping +Purchase Order for Drop Shipping **_Close_**, is a new feature introduced on **Purchase Order** and **Sales Order**, to close or to mark fulfillment. -Close Sales Order +Close Sales Order ###Drop Shipping Print Format You can notify, Suppliers by sending a email after submitting Purchase Order by attaching Drop Shipping print format. -Drop Dhip Print Format \ No newline at end of file +Drop Dhip Print Format \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/selling/articles/erpnext-for-services-organization.md b/erpnext/docs/user/manual/en/selling/articles/erpnext-for-services-organization.md new file mode 100644 index 00000000000..2fafa6826c4 --- /dev/null +++ b/erpnext/docs/user/manual/en/selling/articles/erpnext-for-services-organization.md @@ -0,0 +1,28 @@ +

    ERPNext for Service Organizations

    + +**Question:** At first look, ERPNext looks primarily designed for the traders and manufacturers. Is ERPNext used by service companies as well? + +**Answer:** +About 30% of ERPNext customers comes from services background. These are companies into software development, certification services, individual consultants and many more. Being into services business ourselves, we use ERPNext to manage our sales, accounting, support and HR operations. + +https://conf.erpnext.com/2014/videos/umair-sayyed + +###Master Setup + +Between the service and trading company, the most differentiating master is an item master. While trading and manufacturing business has stock item, with warehouse and other stock details, service items will have none of these details. + +To create a services item, which will be non-stock item, in the Item master, you should set "Is Stock Item" field as "No". + +![non-stock item]({{docs_base_url}}/assets/img/articles/Screen Shot 2015-04-01 at 5.32.57 pm.png) + +###Hiding Non-required Features + +####Feature Setup + +In Feature Setup, you can activate specific functionalities, and disable others. Based on this setting, forms and fields not required for your business will be hidden. [More on feature setup here](https://manual.erpnext.com/customize-erpnext/hiding-modules-and-features). + +####Permissions + +ERPNext is the permission driven system. User will be able to access system based on permissions assigned to him/her. So, if user is not assigned Role related to Stock and Manufacturing module, it will be hidden from user. [More on permission management in ERPNext here](https://manual.erpnext.com/setting-up/users-and-permissions). + + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/selling/articles/index.md b/erpnext/docs/user/manual/en/selling/articles/index.md new file mode 100644 index 00000000000..4e1be287e18 --- /dev/null +++ b/erpnext/docs/user/manual/en/selling/articles/index.md @@ -0,0 +1 @@ +{content} \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/selling/articles/index.txt b/erpnext/docs/user/manual/en/selling/articles/index.txt new file mode 100644 index 00000000000..70b4ac2c2a8 --- /dev/null +++ b/erpnext/docs/user/manual/en/selling/articles/index.txt @@ -0,0 +1,6 @@ +applying-discount +drop-shipping +erpnext-for-services-organization +manage-shipping-rule +managing-sales-persons-in-sales-transactions +stopping-sales-order \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/selling/articles/manage-shipping-rule.md b/erpnext/docs/user/manual/en/selling/articles/manage-shipping-rule.md new file mode 100644 index 00000000000..c9c4f91613c --- /dev/null +++ b/erpnext/docs/user/manual/en/selling/articles/manage-shipping-rule.md @@ -0,0 +1,25 @@ +

    Manage Shipping Rule

    + +Shipping Rule master help you define rules based on which shipping charge will be applied on sales transactions. + +Most of the companies (mainly retail) have shipping charge applied based on invoice total. If invoice value is above certain range, then shipping charge applied will be lesser. If invoice total is less, then shipping charges applied will be higher. You can setup Shipping Rule to address the requirement of varying shipping charge based on total. + +To setup Shipping Rule, go to: + +Selling/Accounts >> Setup >> Shipping Rule + +Here is an example of Shipping Rule master: + +![Shipping Rule Master]({{docs_base_url}}/assets/img/articles/$SGrab_258.png) + +Referring above, you will notice that shipping charges are reducing as range of total is increasing. This shipping charge will only be applied if transaction total falls under one of the above range, else not. + +If shipping charges are applied based on Shipping Rule, then more values like Shipping Account, Cost Center will be needed as well to add row in the Taxes and Other Charges table of sales transaction. Hence these details are tracked as well in the Shipping Rule itself. + +![Shipping Rule Filters]({{docs_base_url}}/assets/img/articles/$SGrab_260.png) + +Apart from price range, Shipping Rule will also validate if its territory and company matches with that of Customer's territory and company. + +Following is an example of how shipping charges are auto-applied on sales order based on Shipping Rule. + +![Shipping Rule Application]({{docs_base_url}}/assets/img/articles/$SGrab_261.png) \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/selling/articles/managing-sales-persons-in-sales-transactions.md b/erpnext/docs/user/manual/en/selling/articles/managing-sales-persons-in-sales-transactions.md new file mode 100644 index 00000000000..ae92e634438 --- /dev/null +++ b/erpnext/docs/user/manual/en/selling/articles/managing-sales-persons-in-sales-transactions.md @@ -0,0 +1,43 @@ +

    Managing Sales Persons In Sales Transactions

    + +In ERPNext, Sales Person master is maintained in [tree structure](https://erpnext.com/kb/setup/managing-tree-structure-masters). Sales Person table is available in all the Sales transactions, at the bottom of transactions form. + +If you have specific Sales Person attached to Customer, you can mention Sales Person details in the Customer master itself. On selection of Customer in the transactions, you will have Sales Person details auto-fetched in that transaction. + +####Sales Person Contribution + +If you have more than one sales person working together on an order, then with listing all the sales person for that order, you will also need to define contribution based on their effort. For example, Sales Person Aasif, Harish and Jivan are working on order. While Aasif and Harish followed this order throughout, Jivan got involved just in the end. Accordingly you should define % Contribution in the sales transaction as: + +![Sales Person]({{docs_base_url}}/assets/img/articles/Selection_01087d575.png) + +Where Sales Order Net Total is 30,000. + +
    Total % Contribution for all Sales Person must be 100%. If only one Sales Person is selected, then enter % Contribution as 100% for him/her.
    + +####Sales Person Transaction Report + +You can check Sales Person Transaction Report from + +`Selling > Standard Reports > Sales Person-wise Transaction Summary` + +This report will be generated based on Sales Order, Delivery Note and Sales Invoice. This report will give you total amount of sales made by an employee over a period. Based on data provided from this report, you can determine incentives and plan appraisal for an employee. + +![SP Report]({{docs_base_url}}/assets/img/articles/Selection_011.png) + +####Sales Person wise Commission + +ERPNext doesn't calculate commission payable to an Employee, but only provide total amount of sales made by him/her. As a work around, you can add your Sales Person as Sales Partner, as commission calculation feature is readily available in ERPNext. You can check Sales Partner's Commission report from + +`Accounts > Standard Reports > Sales Partners Commission` + +####Disable Sales Person Feature + +If you don't track sales person wise performance, and doesn't wish to use this feature, you can disable it from: + +`Setup > Customize > Features Setup` + +![Feature Setup]({{docs_base_url}}/assets/img/articles/Selection_01244aec7.png) + +After uncheck Sales Extras from Sales and Purchase section, refresh your ERPNext account's tab, so that forms will take effect based on your setting. + + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/selling/articles/stopping-sales-order.md b/erpnext/docs/user/manual/en/selling/articles/stopping-sales-order.md new file mode 100644 index 00000000000..96a15def968 --- /dev/null +++ b/erpnext/docs/user/manual/en/selling/articles/stopping-sales-order.md @@ -0,0 +1,17 @@ +

    Stopping a Sales Order

    + +In the submitted Sales Orders, you will find **Stop** option. Stopping Sales Order will restrict user from creating Delivery Note and Sales Invoice against it. + +![stop Sales Order]({{docs_base_url}}/assets/img/articles/$SGrab_439.png) + +####Scenario + +East Wind receives an order for ten laptops. Sales Order is also created for ten units. Due to scarcity of stock, only seven units are delivered to customer. Pending three units are to be delivered soon. Customer inform East Wind need not deliver pending item, as they have purchased it from other vendor. + +In this case, after East Wind will create Delivery Note and Sales Invoice only for the seven units of Laptop, and set Sales Order as stopped. + +![Sales Order Stopped]({{docs_base_url}}/assets/img/articles/$SGrab_440.png) + +Once Sales Order is set as stopped, you will not have pending quantities (three in this case) reflecting in Pending to Deliver and Pending to Invoice reports. To make further transactions against Stopped Sales Order, you should first Unstop it. + + \ No newline at end of file diff --git a/erpnext/docs/user/guides/selling/index.md b/erpnext/docs/user/manual/en/selling/index.md similarity index 100% rename from erpnext/docs/user/guides/selling/index.md rename to erpnext/docs/user/manual/en/selling/index.md diff --git a/erpnext/docs/user/guides/selling/index.txt b/erpnext/docs/user/manual/en/selling/index.txt similarity index 70% rename from erpnext/docs/user/guides/selling/index.txt rename to erpnext/docs/user/manual/en/selling/index.txt index 17dba4b5723..14332b74f94 100644 --- a/erpnext/docs/user/guides/selling/index.txt +++ b/erpnext/docs/user/manual/en/selling/index.txt @@ -1,4 +1,5 @@ quotation sales-order drop-shipping -setup \ No newline at end of file +setup +articles diff --git a/erpnext/docs/user/guides/selling/quotation.md b/erpnext/docs/user/manual/en/selling/quotation.md similarity index 91% rename from erpnext/docs/user/guides/selling/quotation.md rename to erpnext/docs/user/manual/en/selling/quotation.md index 25590e07cae..5be15084c1d 100644 --- a/erpnext/docs/user/guides/selling/quotation.md +++ b/erpnext/docs/user/manual/en/selling/quotation.md @@ -11,11 +11,11 @@ To create a new Quotation go to: You can also create a Quotation from an Opportunity. -Make Quotation from Opportunity +Make Quotation from Opportunity Or You can create a new Quotation and pull details from an Opportunity. -Make Quotation from Opportunity +Make Quotation from Opportunity A Quotation contains details about: @@ -35,7 +35,7 @@ attach the corresponding image in the Item master. The rates you quote may depend on two things. - * The Price List: If you have multiple Price Lists, you can select a Price List or tag it to the Customer (so that it is auto-selected). Your Item prices will automatically be updated from the Price List.For details refer [Price List]({{url_prefix}}/user/guides/setting-up/price-lists.html) + * The Price List: If you have multiple Price Lists, you can select a Price List or tag it to the Customer (so that it is auto-selected). Your Item prices will automatically be updated from the Price List.For details refer [Price List]({{docs_base_url}}/user/guides/setting-up/price-lists.html) * The Currency: If you are quoting to a Customer in a different currency, you will have to update the conversion rates to enable ERPNext to save the information in your standard Currency. This will help you to analyze the value of your Quotations in standard Currency. @@ -43,7 +43,7 @@ The rates you quote may depend on two things. To add taxes to your Quotation, you can either select a tax template, Sales Taxes and Charges Template or add the taxes on your own. To understand taxes in -detail visit [Taxes]({{url_prefix}}/user/guides/setting-up/setting-up-taxes.html) +detail visit [Taxes]({{docs_base_url}}/user/guides/setting-up/setting-up-taxes.html) You can add taxes in the same manner as the Sales Taxes and Charges Template. diff --git a/erpnext/docs/user/guides/selling/sales-order.md b/erpnext/docs/user/manual/en/selling/sales-order.md similarity index 93% rename from erpnext/docs/user/guides/selling/sales-order.md rename to erpnext/docs/user/manual/en/selling/sales-order.md index b1438eb34b0..269473a5bec 100644 --- a/erpnext/docs/user/guides/selling/sales-order.md +++ b/erpnext/docs/user/manual/en/selling/sales-order.md @@ -11,7 +11,7 @@ a Sales Order. ### Sales Order Flow-Chart -![Sales Order]({{url_prefix}}/assets/old_images/erpnext/sales-order-f.jpg) +![Sales Order]({{docs_base_url}}/assets/old_images/erpnext/sales-order-f.jpg) To create a new Sales Order go to: @@ -21,11 +21,11 @@ To create a new Sales Order go to: You can also create a Sales Order from a submitted Quotation. -Make Sales Order from Quotation +Make Sales Order from Quotation Or you can create a new Sales Order and pull details from an Quotation. -Make Sales Order from Quotation +Make Sales Order from Quotation Most of the information in your Sales Order is the same as the Quotation. There are a few amongst other things that a Sales Order will ask you to @@ -72,7 +72,7 @@ On updating the Sales Order, a Recurring ID will be generated which will be same ERPNext will automatically create new Order and mail a notification to the email IDs you set in the 'Notification Email Address'field. -Reccuring Sales Order +Reccuring Sales Order ### Next Steps diff --git a/erpnext/docs/user/guides/selling/setup/index.md b/erpnext/docs/user/manual/en/selling/setup/index.md similarity index 100% rename from erpnext/docs/user/guides/selling/setup/index.md rename to erpnext/docs/user/manual/en/selling/setup/index.md diff --git a/erpnext/docs/user/manual/en/selling/setup/index.txt b/erpnext/docs/user/manual/en/selling/setup/index.txt new file mode 100644 index 00000000000..67a93e5e735 --- /dev/null +++ b/erpnext/docs/user/manual/en/selling/setup/index.txt @@ -0,0 +1,8 @@ +selling-settings +sales-partner +shipping-rule +product-bundle +item-price.md +sales-person-target-allocation.md +item-price.md +sales-person-target-allocation.md \ No newline at end of file diff --git a/erpnext/docs/user/guides/selling/setup/item-price.md b/erpnext/docs/user/manual/en/selling/setup/item-price.md similarity index 83% rename from erpnext/docs/user/guides/selling/setup/item-price.md rename to erpnext/docs/user/manual/en/selling/setup/item-price.md index a235341cef0..b877e8dd558 100644 --- a/erpnext/docs/user/guides/selling/setup/item-price.md +++ b/erpnext/docs/user/manual/en/selling/setup/item-price.md @@ -14,7 +14,7 @@ Step 1: Select Price List You can create multiple Price List in ERPNext to track Selling and Buying Price List of an item separtely. Also if item's selling prices id changing based on territory, or due to other criteria, you can create multiple selling Price List for it. -![Item Price list]({{url_prefix}}/assets/old_images/erpnext/item-price-list.png) +![Item Price list]({{docs_base_url}}/assets/old_images/erpnext/item-price-list.png) On selection of Price List, its currency and for selling or buying property will be fetched as well. @@ -24,13 +24,13 @@ Step 2: Select Item Select item for which Item Price record is to be created. On selection of Item Code, Item Name and Description will be fetched as well. -![Item Price Item]({{url_prefix}}/assets/old_images/erpnext/item-price-item.png) +![Item Price Item]({{docs_base_url}}/assets/old_images/erpnext/item-price-item.png) Step 3: Enter Rate Enter selling/buying rate of an item in Price List currency. -![Item Price Rate]({{url_prefix}}/assets/old_images/erpnext/item-price-rate.png) +![Item Price Rate]({{docs_base_url}}/assets/old_images/erpnext/item-price-rate.png) Step 4: Save Item Price diff --git a/erpnext/docs/user/guides/selling/setup/product-bundle.md b/erpnext/docs/user/manual/en/selling/setup/product-bundle.md similarity index 91% rename from erpnext/docs/user/guides/selling/setup/product-bundle.md rename to erpnext/docs/user/manual/en/selling/setup/product-bundle.md index bb11b980519..fa7f948e68f 100644 --- a/erpnext/docs/user/guides/selling/setup/product-bundle.md +++ b/erpnext/docs/user/manual/en/selling/setup/product-bundle.md @@ -13,7 +13,7 @@ To create new Product Bundle, Go to: Selling > Setup > Product Bundle > New -Product Bundle +Product Bundle ###Select Parent Item @@ -33,7 +33,7 @@ In Package Item section, you will list all the child items for which we maintain When making Sales transactions like Sales Invoice, Sales Order and Delivery Note, Parent Item will be selected in the main item table. -Product Bundle +Product Bundle On selection on Parent Item in the main item table, its child items will be fetched in Packing List table of the transaction. If child item is the serialized item, you will be able to specify its Serial Mo. diff --git a/erpnext/docs/user/guides/selling/setup/sales-partner.md b/erpnext/docs/user/manual/en/selling/setup/sales-partner.md similarity index 74% rename from erpnext/docs/user/guides/selling/setup/sales-partner.md rename to erpnext/docs/user/manual/en/selling/setup/sales-partner.md index 8710972093c..1174969af40 100644 --- a/erpnext/docs/user/guides/selling/setup/sales-partner.md +++ b/erpnext/docs/user/manual/en/selling/setup/sales-partner.md @@ -10,7 +10,7 @@ To create a sales partner go to: Sales Partners are saved with Sales Partner name provided by user. -Sales Partner +Sales Partner You can track their address and contact details and also allocate Sales Partner for each Item Group, based on Qty and Amount. @@ -19,16 +19,16 @@ You can track their address and contact details and also allocate Sales Partner To include the name of your Partner on your website, check the "Show in Website" box. When click on "Show in Website", you will see field where you can attach logo of partner's company and enter brief and introduction of partner. -Sales Partner +Sales Partner To see listing of partner, you should go to: https://example.erpnext.com/partners -![Sales Partner Listing]({{url_prefix}}/assets/old_images/erpnext/sales-partner-listing.png) +![Sales Partner Listing]({{docs_base_url}}/assets/old_images/erpnext/sales-partner-listing.png) Following is the complete partners details published on the website. -![Sales Partner Published]({{url_prefix}}/assets/old_images/erpnext/sales-partner-published.png) +![Sales Partner Published]({{docs_base_url}}/assets/old_images/erpnext/sales-partner-published.png) {next} diff --git a/erpnext/docs/user/guides/selling/setup/sales-person-target-allocation.md b/erpnext/docs/user/manual/en/selling/setup/sales-person-target-allocation.md similarity index 84% rename from erpnext/docs/user/guides/selling/setup/sales-person-target-allocation.md rename to erpnext/docs/user/manual/en/selling/setup/sales-person-target-allocation.md index 812e7aca040..134a9b42d1e 100644 --- a/erpnext/docs/user/guides/selling/setup/sales-person-target-allocation.md +++ b/erpnext/docs/user/manual/en/selling/setup/sales-person-target-allocation.md @@ -12,7 +12,7 @@ To allocate target, you should open specific Sales Person master. In the Sales Person master, you will find table called Sales Person Target. -![Sales Person Target Item Group]({{url_prefix}}/assets/old_images/erpnext/sales-person-target-item-group.png) +![Sales Person Target Item Group]({{docs_base_url}}/assets/old_images/erpnext/sales-person-target-item-group.png) In this table, you should select Item Group, Fiscal Year, Target Qty and Amount. @@ -22,7 +22,7 @@ In this table, you should select Item Group, Fiscal Year, Target Qty and Amount. If you wish to spread allocated target across months, then you shoult setup Target Distribution master, and select it in the Sales Person master. Considering our example, target for the month of December will be set as 5 qty (10% of total allocation). -![Sales Person Target Distribution]({{url_prefix}}/assets/old_images/erpnext/sales-person-target-distribution.png) +![Sales Person Target Distribution]({{docs_base_url}}/assets/old_images/erpnext/sales-person-target-distribution.png) ####Report - Sales Person Target Variance Item Groupwise @@ -32,7 +32,7 @@ To check this report, go to: This report will provide you variance between target and actual performance of Sales Person. This report is based on Sales Order report. -![Sales Person Item Group Report]({{url_prefix}}/assets/old_images/erpnext/sales-person-item-group-report.png) +![Sales Person Item Group Report]({{docs_base_url}}/assets/old_images/erpnext/sales-person-item-group-report.png) As per the report, allocated target to Sales Person for the month of December was 5 qty. However, Sales Order was made for this employee and Item Group for only 3 qty. Hence, variance of 2 qty is shown in the report. @@ -48,7 +48,7 @@ To allocate target to Sales Person based on Territory, you can should select spe In the Territory master, you will find field to select Territory Manager. This field is linked to "Sales Person" master. -![Sales Person Territory Manager]({{url_prefix}}/assets/old_images/erpnext/sales-person-territory-manager.png) +![Sales Person Territory Manager]({{docs_base_url}}/assets/old_images/erpnext/sales-person-territory-manager.png) ####2.2 Allocating Target @@ -62,7 +62,7 @@ Using this master, you can divide target Qty or Amount across various months. This report will provide you variance between target and actual performance of Sales in particular territory. This report is based on Sales Order report. Though Sales Person is defined in the Territory master, its details are not pulled in the report. -![Sales Person Territory Report]({{url_prefix}}/assets/old_images/erpnext/sales-person-territory-report.png) +![Sales Person Territory Report]({{docs_base_url}}/assets/old_images/erpnext/sales-person-territory-report.png) --- @@ -74,7 +74,7 @@ To create new Budget Distriibution master, go to: `Accounts > Setup > Budget Distributon` -![Target Distribution]({{url_prefix}}/assets/old_images/erpnext/target-distribution.png) +![Target Distribution]({{docs_base_url}}/assets/old_images/erpnext/target-distribution.png) You can link target distribution while allocation targets in Sales Person as well as in Territory master. diff --git a/erpnext/docs/user/guides/selling/setup/selling-settings.md b/erpnext/docs/user/manual/en/selling/setup/selling-settings.md similarity index 96% rename from erpnext/docs/user/guides/selling/setup/selling-settings.md rename to erpnext/docs/user/manual/en/selling/setup/selling-settings.md index 4bf67823ddb..d5d71173f22 100644 --- a/erpnext/docs/user/guides/selling/setup/selling-settings.md +++ b/erpnext/docs/user/manual/en/selling/setup/selling-settings.md @@ -1,7 +1,7 @@ Selling Setting is where you can define propertiese which will be applied in your selling transactions. Let's check into each property one by one. -Selling Settings +Selling Settings ####1. Customer Naming By diff --git a/erpnext/docs/user/guides/selling/setup/shipping-rule.md b/erpnext/docs/user/manual/en/selling/setup/shipping-rule.md similarity index 63% rename from erpnext/docs/user/guides/selling/setup/shipping-rule.md rename to erpnext/docs/user/manual/en/selling/setup/shipping-rule.md index 7fc24f19618..c4369cbf20e 100644 --- a/erpnext/docs/user/guides/selling/setup/shipping-rule.md +++ b/erpnext/docs/user/manual/en/selling/setup/shipping-rule.md @@ -1,6 +1,6 @@ Using Shipping Rule you can define the cost for delivering the product to the customer. You can define different shipping rules for the same item across different territories. -Shipping Rule +Shipping Rule {next} \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/setting-up/articles/change-password.md b/erpnext/docs/user/manual/en/setting-up/articles/change-password.md new file mode 100644 index 00000000000..c65cc8bea9b --- /dev/null +++ b/erpnext/docs/user/manual/en/setting-up/articles/change-password.md @@ -0,0 +1,17 @@ +

    Change Password

    + +Each ERPNext user can customize password for his/her ERPNext account. Also user with System Manager role will be able to reset password for himself as well as for other users. Following are the steps to go about changing your password. + + +####Step 1: Go to My Setting. + +![Image]({{docs_base_url}}/assets/img/articles/SGrab_250.png) + +####Step 2: Set New Password. + +![NEW]({{docs_base_url}}/assets/img/articles/Selection_014dd1559.png) + +Enter the new password and save the form to save changes. + + + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/setting-up/articles/delete-a-company-and-all-related-transactions.md b/erpnext/docs/user/manual/en/setting-up/articles/delete-a-company-and-all-related-transactions.md new file mode 100644 index 00000000000..04e520385fe --- /dev/null +++ b/erpnext/docs/user/manual/en/setting-up/articles/delete-a-company-and-all-related-transactions.md @@ -0,0 +1,20 @@ +

    Delete All Related Transactions for a Company

    + +Often, users setup all the master data and then create a few dummy records. Then they want to delete the dummy records and the company and start over again, keeping the other master data like Customers, Items, BOMs intact. + +Version 5 onwards, you can now delete all dummy transactions related to a company. + +To do that, open the company record. + +`Setup > Accounts > Company` or `Accounts > Setup > Company` + +In Company master, click on the **Delete Company Transactions** button right at the bottom of the form. Then you must re-type the company name to confirm if you are sure you want to continue with this. + +This action will wipe out all the data related to that company like Quotation, Invoices, Purchase Orders etc. So be careful + +![Delete Company]({{docs_base_url}}/assets/img/articles/delete-company.png) + + +**Note:** If you want to delete the company record itself, the use the normal "Delete" button from Menu options. It will also delete Chart of Accounts, Chart of Cost Centers and Warehouse records for that company. + + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/setting-up/articles/edit-submitted-document.html b/erpnext/docs/user/manual/en/setting-up/articles/edit-submitted-document.html new file mode 100644 index 00000000000..366d8a37389 --- /dev/null +++ b/erpnext/docs/user/manual/en/setting-up/articles/edit-submitted-document.html @@ -0,0 +1,28 @@ +

    Edit Submitted Document

    + + To edit submitted document, you need to cancel it first. Followings are steps to edit submitted document. +
    +
    Step 1: Cancel Submitted Document
    +
    You will find Cancel button on upper right corner of submitted document. +
    +
    + +
    +
    Step 2: Amend the document
    +
    On cancellation of submitted document, Amend button will be became visible. +
    +
    + +
    +
    Step 3: Save and Submit the document
    +
    On clicking Amend button, same document will become editable again. After Making required changes, save and submit the document. +
    +
    + +
    +
    Note: If your document linked with other documents, then you will need to cancel last document you made on top of this document. Example:

    If you have created Delivery Note and Sales Invoice against Sales Order, which you need to amend, then you should first Cancel Delivery Note and Sales Invoice made for that Sales Order. Then amend Sales Order, re-save and re-submit it.
    +

    +
    + + + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/setting-up/articles/index.md b/erpnext/docs/user/manual/en/setting-up/articles/index.md new file mode 100644 index 00000000000..4e1be287e18 --- /dev/null +++ b/erpnext/docs/user/manual/en/setting-up/articles/index.md @@ -0,0 +1 @@ +{content} \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/setting-up/articles/index.txt b/erpnext/docs/user/manual/en/setting-up/articles/index.txt new file mode 100644 index 00000000000..6f99f89b526 --- /dev/null +++ b/erpnext/docs/user/manual/en/setting-up/articles/index.txt @@ -0,0 +1,13 @@ +change-password +delete-a-company-and-all-related-transactions +edit-submitted-document +integrating-erpnext-with-other-application +manage-header-and-footer +managing-multiple-companies +managing-perm-level +managing-tree-structure-masters +naming-series-current-value +overwriting-data-from-data-import-tool +rename-user +setting-up-dropbox-backups +using-custom-domain-on-erpnext \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/setting-up/articles/integrating-erpnext-with-other-application.md b/erpnext/docs/user/manual/en/setting-up/articles/integrating-erpnext-with-other-application.md new file mode 100644 index 00000000000..1b7adf480e4 --- /dev/null +++ b/erpnext/docs/user/manual/en/setting-up/articles/integrating-erpnext-with-other-application.md @@ -0,0 +1,14 @@ +

    Integrating ERPNext with other Applications

    + +For now, ERPNext doesn't have out-of-the-box integration available for the third party applications. However, Frappe has REST API using which you can get ERPNext integrated with any other solution. + +Learn more about Frappe API here. + +[https://frappe.io/help/rest_api](https://frappe.io/help/rest_api) + +For experts services on integration, you can connect with our service providers from community portal. + +[https://frappe.io/community/service-providers](https://frappe.io/community/service-providers) + + + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/setting-up/articles/manage-header-and-footer.html b/erpnext/docs/user/manual/en/setting-up/articles/manage-header-and-footer.html new file mode 100644 index 00000000000..eee96185089 --- /dev/null +++ b/erpnext/docs/user/manual/en/setting-up/articles/manage-header-and-footer.html @@ -0,0 +1,4 @@ +

    Manage Header And Footer

    + +

    Manage Header And Footer

    + diff --git a/erpnext/docs/user/manual/en/setting-up/articles/managing-multiple-companies.md b/erpnext/docs/user/manual/en/setting-up/articles/managing-multiple-companies.md new file mode 100644 index 00000000000..dc9f667fcea --- /dev/null +++ b/erpnext/docs/user/manual/en/setting-up/articles/managing-multiple-companies.md @@ -0,0 +1,42 @@ +

    Managing Multiple Companies

    + +

    Managing Multiple Companies

    + +ERPNext allows you to create multiple companies in the same/common ERPNext account. + +With this, you will find option to select Company in your transactions. While most of the transactions will be separated based on Company, there are few masters like Item, Item Group, Customer Group, Territory etc. which can be used across all the companies. + +If you have separate teams working on each company, you can also restrict the access of user to the data of specific company. Click [here](https://manual.erpnext.com/search?txt=user%20permission) to know more about how to set permission to achieve the same. + +Following are the steps to create companies in your ERPNext account. + +####Go to Setup Module + +`Setup > Masters > Company > New` + +####Enter Company Details + +Company master will be saved with Company Name provided at the time of its creation. + +![New Company]({{docs_base_url}}/assets/img/articles/SGrab_343.png) + +Also, you can define other properties for new company like: + +* Country +* Currency +* Default Cash and Bank Account +* Income/Expense Account +* Company Registration Details + +Value will be auto-filled in most of these field to define company-wise defaults. You can edit/customize it as per your requirement. + +![New Company]({{docs_base_url}}/assets/img/articles/SGrab_344.png) + +####Chart of Account for New Company + +A separate Chart of Account master will be set for each company in the ERPNext. This allows you managing Accounts/Ledger master separately for each company. Also it allows you avail financial statement and reports like Balance Sheet and Profit and Loss Statement separately for each company. + +![Company]({{docs_base_url}}/assets/img/articles/SGrab_342.png) + + + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/setting-up/articles/managing-perm-level.md b/erpnext/docs/user/manual/en/setting-up/articles/managing-perm-level.md new file mode 100644 index 00000000000..c44d1eaaa0d --- /dev/null +++ b/erpnext/docs/user/manual/en/setting-up/articles/managing-perm-level.md @@ -0,0 +1,27 @@ +

    Managing Perm Level in Permission Manager

    + +

    Managing Perm Level in Permission Manager

    + +In each document, you can group fields by "levels". Each group of field is denoted by a unique number (0, 1, 2, 3 etc.). A separate set of permission rules can be applied to each field group. By default all fields are of level 0. + +Perm Level for a field can be defined in the [Customize Form](https://erpnext.com/user-guide/customize-erpnext/customize-form). + +![Customize Form]({{docs_base_url}}/assets/img/articles/$SGrab_256.png) + +If you need to assign different permission of particular field to different users, you can achieve it via Perm Level. Let's consider an example for better understanding. + +Delivery Note is accessible to Stock Manager as well as Stock User. You don't wish Stock User to access Amount related field in Delivery Note, but other field should be visible just like it is visible Stock Manager. + +For the amount related fields, you should set Perm Level as (say) 2. + +For Stock Manager, they will have permission on fields on Delivery Note as Perm Level 2 whereas a Stock User will not have any permission on Perm Level 2 for Delivery Note. + +![Perm Level Manager]({{docs_base_url}}/assets/img/articles/$SGrab_253.png) + +Considering the same scenario, if you want a Stock User to access a field at Perm Level 2, but not edit it, the Stock User will be assigned permission on Perm Level 2, but only for read, and not for write/edit. + +![Perm Level User]({{docs_base_url}}/assets/img/articles/$SGrab_254.png) + +Perm Level (1, 2, 3) not need be in order. Perm Level is primarily for grouping number of fields together, and then assigning permission to Roles for that group. Hence, you can set any perm level for an item, and then do permission setting for it. + + diff --git a/erpnext/docs/user/manual/en/setting-up/articles/managing-tree-structure-masters.md b/erpnext/docs/user/manual/en/setting-up/articles/managing-tree-structure-masters.md new file mode 100644 index 00000000000..0de7869e22c --- /dev/null +++ b/erpnext/docs/user/manual/en/setting-up/articles/managing-tree-structure-masters.md @@ -0,0 +1,58 @@ +

    Managing Tree Structure Masters

    + +

    Managing Tree Structure Masters

    + +Some of the masters in ERPNext are maintained in tree structure. Tree structured masters allow you to set Parent masters, and Child masters under those Parents. Setting up this structure allows you creating intelligent report, and track growth at each level in the hierarchy. + +Following is the partial list of masters which are maintained in the tree structure. + +* Chart of Accounts + +* Chart of Cost Centers + +* Customer Group + +* Territory + +* Sales Person + +* Item Group + +Following are the steps to manage and create record in the tree structured master. Let's consider Territory master to understand managing tree masters. + +####Step 1 : Go to Master + +`Selling > Setup > Territory` + +Also you can type master name in Awesome Bar to go to the related master. + +Tree master allows you to set Parent Territories, and Child Territories Groups under those Parents. + +####Step 2 : New Parent Territory + +![Territory Group]({{docs_base_url}}/assets/img/articles/Sselection_013.png) + +When click on Parent Territory, you will see option to add child territory under it. All default Territory groups will be listed under parent group called "All Territories". You can add further parent or child Territory Groups under it. + +####Step 3: Name The Territory Group + +When click on Add Child, a dialog box will provide two fields. + +**Territory Group Name** + +Territory will be saved with Territory Name provided here. + +**Group Node** + +If Group Node selected as Yes, then this Territory will be created as Parent, which means you can further create sub-territories under it. If select No, then it will become child Territory which you will be able to select in another masters. + +
    Only child Territory Groups are selectable in another masters and transactions.
    +![Child Territory]({{docs_base_url}}/assets/img/articles/Selection_0124080f1.png) + +Following is how Child Territories will be listed under a Parent Territory. + +![Territory Tree]({{docs_base_url}}/assets/img/articles/Selection_014.png) + +Following this steps, you can manage other tree masters in ERPNext. + + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/setting-up/articles/naming-series-current-value.md b/erpnext/docs/user/manual/en/setting-up/articles/naming-series-current-value.md new file mode 100644 index 00000000000..47cf1a46b35 --- /dev/null +++ b/erpnext/docs/user/manual/en/setting-up/articles/naming-series-current-value.md @@ -0,0 +1,63 @@ +

    Setting the Current Value for Naming Series

    + +

    Setting the Current Value for Naming Series

    + +Naming Series feature allows you to define prefix for number series of documents. For example, if a Sales Order has prefix "SO", then the series will be generated as SO00001, SO00002... and so on. Click [here](https://erpnext.com/user-guide/setting-up/document-naming-series) to learn how you can customize Number Series for a transaction/master in ERPNext. + +### 1. Setting the Current Value + +Naming Series feature also offers a tool where you can set Current Value for specific prefix. This is generally required if you have recently started using ERPNext, and have old transactions in the previous system, and you want the numbering series to start in from where it ended in the old system. Let's consider a scenario to learn this better. + +For example, you have 322 Sales Orders created in your old system with SO00322 as highest Sales Order Id. In ERPNext, you need the first Sales Order to pick up #323 when it is saved. To enable this, you should set Current Value for SO series in following steps. + +#### Go to Naming Series Tool + +`Setup > System > Naming Series` + +#### Update Series Section + +![Update Series Section]({{docs_base_url}}/assets/img/articles/$SGrab_420.png) + +#### Select Prefix + +Considering our scenario, prefix for Sales Order will be "SO". + +![Series Prefix]({{docs_base_url}}/assets/img/articles/$SGrab_418.png) + +#### Current Value + +If you have currently 12 Sales Orders created in your account, then current value updated will be 12. You can edit Current Value to 322, and then click on Update Series Number. + +![Series Current Value]({{docs_base_url}}/assets/img/articles/$SGrab_419.png) + +With this setting, you will have numbering for the New Sales Orders starting with #323. + +### 2. Error Due Series Number + +If you receive a Duplicate Name error while saving a transaction, for example, while saving Item Price, you receive an error saying: + +`Duplicate name Item Price RFD/00016` + +This error message indicates that when you are saving Item Price, system is trying to allocate "RFD/00016" to that Item Price record. But it is finding that Item Price with this ID is already existing in your system. + +This error could arise because Current Value for Series/Prefix of Item Price is disturbed and not in sync with actual Current Value. While actual Current Value for Item Price could be 20 (or any number more than 16), someone has set Current Value for this series as 15. + +To confirm actual Current Value for particular Series, you should check report for document in question (Item Price in this case), and check for the Item Price ID with highest value. + +Let's assume we find that actual Current Value for Item price is 22, then you go Naming Series, and set Current Value for the Prefix/Series of Item Price to 22, and Update Series Number. + +These instructions is applicable for all the documents in ERPNext for which user can customize Series and its Current Value. + +Let's consider another scenario to learn this better. On assigning a document to another user, error message says: + +`Duplicate name ToDo TDI00014286` + +This indicate the Current Value for Series/Prefix of ToDo (TDI) has been disturbed. You should follow these steps to correct value for Current Value for TDI prefix. + +1. Check ToDo report for the highest ToDo id value. +1. Setup >> Settings >> Naming Series +1. Check section B of Update Series +1. Select Prefix for ToDo "TDI" +1. Ensure that highest number for ToDo is updated as Current Value in Naming Series. If not, correct Current Value, and click on "Update Series Numbering". + + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/setting-up/articles/overwriting-data-from-data-import-tool.html b/erpnext/docs/user/manual/en/setting-up/articles/overwriting-data-from-data-import-tool.html new file mode 100644 index 00000000000..1ae6cb511b7 --- /dev/null +++ b/erpnext/docs/user/manual/en/setting-up/articles/overwriting-data-from-data-import-tool.html @@ -0,0 +1,11 @@ +

    Overwriting Data from Data Import Tool

    + +

    Overwriting Data from Data Import Tool

    + +Data Import Tool allows importing documents (like customers, Suppliers, Orders, Invoices etc.) from spreadsheet file into ERPNext. The very same tool can also be used for overwrite values in the existing documents. +
    +
    Over-writing data from Data Import Tool works only for Saved transactions, and not for Submitted ones.
    +Let's assume there are no. of items for which we need to overwrite Item Group. +Following are the steps to go about overwriting Item Groups for existing Items.

    Step 1: Download Template


    Template Used for overwriting data will be same as one used for importing new items. Hence, you should first download template from.

    Setup >> Data >> Import/Export Data

    Since items to be over-written will be already available in the system, while downloading template, "Download with data" field should be checked. With this, we will have all the existing items being downloaded with the template.



    Step 2: Prepare Data


    In the download template, We will only keep rows of the items to be worked on and delete the rest. Then we will enter new value in the Item Group column for an item. Since Item Group is a master in itself, we should ensure that Item Group entered in the excel file is already available in the Item Group master as well.



    Since we are overwriting only Item Group, only following columns will be mandatory.

    1. Column A (since it has main values of template)
    2. Name (Column B)
    3. Item Group
    Columns of other field which won't have any impact of overwriting can be + removed, even if they are mandatory. This is applicable only for +overwriting, and not when importing new records.

    Step 3: Import Data


    Once excel file is ready for importing, come back to Data Import Tool in ERPNext. We should first browser and select the File/template which has data to be overwritten. "Overwrite" field should be checked since we are overwriting Item Group in the existing items.



    Step 4: Upload


    On clicking Upload and Import, if values as provided in the spreadsheet file is validated, it will be successfully updated in the item master.



    If validation of values fails, then it will indicate row no. of spreadsheet for which validation failed and needs correction. In that case, you should corrected value in that row, and then try importing/uploading file again. If validation fails for even one row, none of the records are imported/updated.
    \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/setting-up/articles/rename-user.md b/erpnext/docs/user/manual/en/setting-up/articles/rename-user.md new file mode 100644 index 00000000000..51fb637b388 --- /dev/null +++ b/erpnext/docs/user/manual/en/setting-up/articles/rename-user.md @@ -0,0 +1,31 @@ +

    Rename User

    + +

    Rename User

    + +Renaming functionality allows you to edit id of specific record. User is saved with person's email id. Only User with System Manager's role will be able to rename User IDs. + +Following are the steps to rename user id. + +#### Step 1: Go to User List + +Setup > Users > User + +Click to open user id you want to rename. + +#### Step 2: Go to Menu and click on Rename option. + +When will you click on Rename option, pop up will open on same form. + + + + +#### Step 3: Enter new user ID and Press Rename Button. + + + + +After successful renaming user can login to their ERPNext account with new ID. + + + + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/setting-up/articles/setting-up-dropbox-backups.html b/erpnext/docs/user/manual/en/setting-up/articles/setting-up-dropbox-backups.html new file mode 100644 index 00000000000..1b7e4f79778 --- /dev/null +++ b/erpnext/docs/user/manual/en/setting-up/articles/setting-up-dropbox-backups.html @@ -0,0 +1,74 @@ +

    Setting Up Dropbox Backups

    + +

    Setting Up Dropbox Backups

    + +

    If you wish to store your backups on a periodic basis,on Dropbox, you can do it directly through ERPNext.

    +
    +

    Setup > Manage 3rd Party Backups

    +
    +

    Step 1: Click on Integrations > Backup Manager +
    +

    +
    +
    +

    In the Backup Manager page, enter the email addresses of those people whom you wish to notify about the upload status. Under the topic 'Sync with Dropbox', select whether you wish to upload Daily, Weekly or Never.

    +

    Step 2 Click on Allow Dropbox Access.

    +
    +

    Tip: In future, if you wish to discontinue uploading backups to dropbox, then select the Never option.

    +
    + +
    +
      +
    +
    +
    + Step 3 +
    +
    +
    +

    You need to login to your dropbox account, with your user id and password.

    +
    +
    +   +
    +
    +
    +
    +
    +
    +
    +

    Open Source Users

    + +
    +
    +
    +
    + +
    Step 2: Create a new app
    +
    + +
    +
    +
    Step 3: Fill in details for the app.
    +
    + +
    +
    +
    +
    +
    +
    Step 4: After the app is created, note the app key and app secret and enter in `sites/{sitename}/site_config.json` as follows,
    +
    +
    +
    +
    { 
    + "db_name": "demo", 
    + "db_password": "DZ1Idd55xJ9qvkHvUH", 
    + "dropbox_access_key": "ACCESSKEY", 
    + "dropbox_secret_key": "SECRECTKEY" 
    +} 
    +
    +
    +
    Step 5: Setup dropbox backups from the backup manager as shown in previous section.
    \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/setting-up/articles/using-custom-domain-on-erpnext.md b/erpnext/docs/user/manual/en/setting-up/articles/using-custom-domain-on-erpnext.md new file mode 100644 index 00000000000..ff631b1fc7c --- /dev/null +++ b/erpnext/docs/user/manual/en/setting-up/articles/using-custom-domain-on-erpnext.md @@ -0,0 +1,13 @@ + + +If you have subscribed to any of the plans at [ERPNext](https://erpnext.com), you can have us serve your site on your custom domain (for example at http://example.com). This enables your website to be served on a custom domain. + +To enable this feature, you will first have to edit DNS settings of your domain as follows. + +- Make a CNAME record for a subdomain (www in most cases) to {youraccountname}.erpnext.com +- If you want serve the website on a naked domain (ie. http://example.com), set a URL redirect to http://www.example.com and not a CNAME record. Making a CNAME record in this case can have unexpected consequences including you not being able to receive emails anymore. + +After you've setup the DNS records, you will have to raise a support ticket by sending an email to support@erpnext.com and we'll take it from there. + +**Note**: We do not support HTTPS on custom domains. HTTPS enables end to end encryption (from your browser to our server). Although not critical for the website but we strongly recommend against using the ERPNext app over an unencrypted protocol. To be safe always use the ERP at your erpext.com address. + diff --git a/erpnext/docs/user/guides/setting-up/authorization-rule.md b/erpnext/docs/user/manual/en/setting-up/authorization-rule.md similarity index 95% rename from erpnext/docs/user/guides/setting-up/authorization-rule.md rename to erpnext/docs/user/manual/en/setting-up/authorization-rule.md index 3afdd79865d..6b79b6dbf54 100644 --- a/erpnext/docs/user/guides/setting-up/authorization-rule.md +++ b/erpnext/docs/user/manual/en/setting-up/authorization-rule.md @@ -34,7 +34,7 @@ Select approvers Role. It will be Sales Manager role which if assigned to user, Set Above Value. Given the exmaple, Above Value will be set as 10000. -Authorization Rule +Authorization Rule If Sales User tries submitting Sales Order of value higher than 10000, then he will get error message. diff --git a/erpnext/docs/user/guides/setting-up/bar-code.md b/erpnext/docs/user/manual/en/setting-up/bar-code.md similarity index 90% rename from erpnext/docs/user/guides/setting-up/bar-code.md rename to erpnext/docs/user/manual/en/setting-up/bar-code.md index 0f54d9784c2..20778423799 100644 --- a/erpnext/docs/user/guides/setting-up/bar-code.md +++ b/erpnext/docs/user/manual/en/setting-up/bar-code.md @@ -18,7 +18,7 @@ setup, check the box that says Item Barcode. #### Figure 1: Check the box 'Item Barcode' -Barcode +Barcode To start scanning with a bar-code, go to @@ -39,7 +39,7 @@ Then go to Accounts and click on Sales Invoice. Check the box 'Is POS' #### Figure 2: Check the box 'Is POS' -Barcode +Barcode Go to Item and click on Add new row. diff --git a/erpnext/docs/user/guides/setting-up/calculate-incentive-for-sales-team.md b/erpnext/docs/user/manual/en/setting-up/calculate-incentive-for-sales-team.md similarity index 100% rename from erpnext/docs/user/guides/setting-up/calculate-incentive-for-sales-team.md rename to erpnext/docs/user/manual/en/setting-up/calculate-incentive-for-sales-team.md diff --git a/erpnext/docs/user/guides/setting-up/company-setup.md b/erpnext/docs/user/manual/en/setting-up/company-setup.md similarity index 100% rename from erpnext/docs/user/guides/setting-up/company-setup.md rename to erpnext/docs/user/manual/en/setting-up/company-setup.md diff --git a/erpnext/docs/user/guides/setting-up/data/bulk-rename.md b/erpnext/docs/user/manual/en/setting-up/data/bulk-rename.md similarity index 82% rename from erpnext/docs/user/guides/setting-up/data/bulk-rename.md rename to erpnext/docs/user/manual/en/setting-up/data/bulk-rename.md index 2aec08be350..499ee3276e6 100644 --- a/erpnext/docs/user/guides/setting-up/data/bulk-rename.md +++ b/erpnext/docs/user/manual/en/setting-up/data/bulk-rename.md @@ -12,6 +12,6 @@ This tool will allow you to rename multiple records at the same time. To rename multiple records, upload a **.csv** file with the old name in the first column and the new name in the second column and click on **Upload**. -Bulk Rename +Bulk Rename {next} diff --git a/erpnext/docs/user/guides/setting-up/data/data-import-tool.md b/erpnext/docs/user/manual/en/setting-up/data/data-import-tool.md similarity index 88% rename from erpnext/docs/user/guides/setting-up/data/data-import-tool.md rename to erpnext/docs/user/manual/en/setting-up/data/data-import-tool.md index 2a7eff11ed0..e59ed21761e 100644 --- a/erpnext/docs/user/guides/setting-up/data/data-import-tool.md +++ b/erpnext/docs/user/manual/en/setting-up/data/data-import-tool.md @@ -4,7 +4,7 @@ master data, into the system. To Open the data import tool, you either go to Setup or go to the Transaction you want to Import. If Data Import is allowed, you will see an Import Button: -Start Import +Start Import The tool has two sections, one to download a template and the second to upload the data. @@ -20,7 +20,7 @@ with it too. The child tables are linked to the parent tables and are implemented where there are multiple values for any property. For example an Item can have multiple prices, An Invoice has multiple Items and so on. -Download Template +Download Template * Click on the table you want to download or "All Tables" * For bulk editing, you can click on "Download With Data" @@ -30,19 +30,19 @@ Item can have multiple prices, An Invoice has multiple Items and so on. After downloading the template, open it in a spreadsheet application and fill in the data below the column headings. -![Spreadsheet]({{url_prefix}}/assets/old_images/erpnext/import-3.png) +![Spreadsheet]({{docs_base_url}}/assets/old_images/erpnext/import-3.png) Then export your template or save it as a **Comma Separated Values** (CSV) file. -![Spreadsheet]({{url_prefix}}/assets/old_images/erpnext/import-4.png) +![Spreadsheet]({{docs_base_url}}/assets/old_images/erpnext/import-4.png) ### 3\. Upload the .csv File Finally attach the .csv file in the section. Click on the "Upload and Import" button. -Upload +Upload #### Notes: diff --git a/erpnext/docs/user/guides/setting-up/data/index.md b/erpnext/docs/user/manual/en/setting-up/data/index.md similarity index 100% rename from erpnext/docs/user/guides/setting-up/data/index.md rename to erpnext/docs/user/manual/en/setting-up/data/index.md diff --git a/erpnext/docs/user/guides/setting-up/data/index.txt b/erpnext/docs/user/manual/en/setting-up/data/index.txt similarity index 100% rename from erpnext/docs/user/guides/setting-up/data/index.txt rename to erpnext/docs/user/manual/en/setting-up/data/index.txt diff --git a/erpnext/docs/user/guides/setting-up/email/setting-up-email.md b/erpnext/docs/user/manual/en/setting-up/email/.md similarity index 92% rename from erpnext/docs/user/guides/setting-up/email/setting-up-email.md rename to erpnext/docs/user/manual/en/setting-up/email/.md index 0fb46587650..feb724f172e 100644 --- a/erpnext/docs/user/guides/setting-up/email/setting-up-email.md +++ b/erpnext/docs/user/manual/en/setting-up/email/.md @@ -24,7 +24,7 @@ To setup your outgoing mails, go to #### Figure 1: Set up outgoing mail server. -![Email Settings]({{url_prefix}}/assets/old_images/erpnext/email-settings1.png) +![Email Settings]({{docs_base_url}}/assets/old_images/erpnext/email-settings1.png) Set your outgoing mail server settings here. These are the same settings you would use in your Outlook, Thunderbird, Apple Mail or other such email @@ -51,7 +51,7 @@ To setup your Support integration, go to: #### Figure 2: Setup support Integration -![Email Settings]({{url_prefix}}/assets/old_images/erpnext/email-settings2.png) +![Email Settings]({{docs_base_url}}/assets/old_images/erpnext/email-settings2.png) To make ERPNext pull emails from your mail box, enter the POP3 settings. (POP3 is a way of extracting emails from your mailbox. It should be fairly easy to @@ -69,7 +69,7 @@ contact mentioned in the document. To set this up, go to: #### Figure 3: Set Auto Notification -![Auto Notification]({{url_prefix}}/assets/old_images/erpnext/auto-notification.png) +![Auto Notification]({{docs_base_url}}/assets/old_images/erpnext/auto-notification.png) Check on the transactions you want to send via email directly on Submission and add a custom message if you want on these documents. @@ -91,5 +91,5 @@ To setup Email Digests, go to: #### Figure 4: Set up Email Digest -![Email Digest]({{url_prefix}}/assets/old_images/erpnext/email-digest.png) +![Email Digest]({{docs_base_url}}/assets/old_images/erpnext/email-digest.png) diff --git a/erpnext/docs/user/guides/setting-up/email/email-account.md b/erpnext/docs/user/manual/en/setting-up/email/email-account.md similarity index 82% rename from erpnext/docs/user/guides/setting-up/email/email-account.md rename to erpnext/docs/user/manual/en/setting-up/email/email-account.md index 37ceddb7c3f..4392bf4d544 100644 --- a/erpnext/docs/user/guides/setting-up/email/email-account.md +++ b/erpnext/docs/user/manual/en/setting-up/email/email-account.md @@ -10,7 +10,7 @@ ERPNext will create templates for a bunch of email accounts by default. Not all There are 2 types of email accounts, outgoing and incoming. Outgoing email accounts use an SMTP service to send emails and emails are retrived from your inbox using a POP service. Most email providers such as GMail, Outlook or Yahoo provide these services. -Defining Criteria +Defining Criteria ### Outgoing Email Accounts @@ -18,13 +18,13 @@ All emails sent from the system, either by the user to a contact or notification To setup an outgoing Email Account, check on **Enable Outgoing** and set your SMTP server settings, if you are using a popular email service, these will be preset for you. -Outgoing EMail +Outgoing EMail ### Incoming Email Accounts To setup an incoming Email Account, check on **Enable Incoming** and set your POP3 settings, if you are using a popular email service, these will be preset for you. -Incoming EMail +Incoming EMail ### How ERPNext handles replies @@ -34,6 +34,6 @@ In ERPNext when you send an email to a contact like a customer, the sender will If you would like ERPNext to notify you if an email is unreplied for a certain amount of time, then you can set **Notify if Unreplied**. Here you can set the number of minutes to wait before notifications are sent and whom the notifications must go to. -Incoming EMail +Incoming EMail {next} diff --git a/erpnext/docs/user/guides/setting-up/email/email-alerts.md b/erpnext/docs/user/manual/en/setting-up/email/email-alerts.md similarity index 85% rename from erpnext/docs/user/guides/setting-up/email/email-alerts.md rename to erpnext/docs/user/manual/en/setting-up/email/email-alerts.md index 4b1dad6ffed..f4cccd3ef34 100644 --- a/erpnext/docs/user/guides/setting-up/email/email-alerts.md +++ b/erpnext/docs/user/manual/en/setting-up/email/email-alerts.md @@ -33,9 +33,9 @@ To setup an Email Alert: ### Example 1. Defining the Criteria - Defining Criteria + Defining Criteria 1. Setting the Recipients and Message - Set Message + Set Message {next} diff --git a/erpnext/docs/user/guides/setting-up/email/email-digest.md b/erpnext/docs/user/manual/en/setting-up/email/email-digest.md similarity index 83% rename from erpnext/docs/user/guides/setting-up/email/email-digest.md rename to erpnext/docs/user/manual/en/setting-up/email/email-digest.md index 390c566b8af..5fa836e604f 100644 --- a/erpnext/docs/user/guides/setting-up/email/email-digest.md +++ b/erpnext/docs/user/manual/en/setting-up/email/email-digest.md @@ -12,6 +12,6 @@ To set up Email Digest, go to: Set your frequency, check all the items you want to receive in your weekly update and select the user ids whom you want to send the Digest to. -Email Digest +Email Digest {next} diff --git a/erpnext/docs/user/guides/setting-up/email/index.md b/erpnext/docs/user/manual/en/setting-up/email/index.md similarity index 100% rename from erpnext/docs/user/guides/setting-up/email/index.md rename to erpnext/docs/user/manual/en/setting-up/email/index.md diff --git a/erpnext/docs/user/guides/setting-up/email/index.txt b/erpnext/docs/user/manual/en/setting-up/email/index.txt similarity index 58% rename from erpnext/docs/user/guides/setting-up/email/index.txt rename to erpnext/docs/user/manual/en/setting-up/email/index.txt index 01061d03f29..b25c0d5d199 100644 --- a/erpnext/docs/user/guides/setting-up/email/index.txt +++ b/erpnext/docs/user/manual/en/setting-up/email/index.txt @@ -2,3 +2,5 @@ email-account email-alerts email-digest sending-email +setting-up-email.md +setting-up-email.md \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/setting-up/email/sending-email.md b/erpnext/docs/user/manual/en/setting-up/email/sending-email.md new file mode 100644 index 00000000000..cabcff5d951 --- /dev/null +++ b/erpnext/docs/user/manual/en/setting-up/email/sending-email.md @@ -0,0 +1,9 @@ +# Sending Email from any Document + +In ERPNext you can send any document as email (with a PDF attachment) by clicking on `Menu > Email` from any open document. + +Send Email + +**Note:** You must have outgoing [email accounts]({{docs_base_url}}/user/guides/setting-up/email/email-account.html) setup for this. + +{next} diff --git a/erpnext/docs/user/guides/setting-up/index.md b/erpnext/docs/user/manual/en/setting-up/index.md similarity index 100% rename from erpnext/docs/user/guides/setting-up/index.md rename to erpnext/docs/user/manual/en/setting-up/index.md diff --git a/erpnext/docs/user/guides/setting-up/index.txt b/erpnext/docs/user/manual/en/setting-up/index.txt similarity index 84% rename from erpnext/docs/user/guides/setting-up/index.txt rename to erpnext/docs/user/manual/en/setting-up/index.txt index cbd14e5dabd..92378252e27 100644 --- a/erpnext/docs/user/guides/setting-up/index.txt +++ b/erpnext/docs/user/manual/en/setting-up/index.txt @@ -15,3 +15,5 @@ third-party-backups workflows bar-code company-setup +calculate-incentive-for-sales-team +articles diff --git a/erpnext/docs/user/guides/setting-up/pos-setting.md b/erpnext/docs/user/manual/en/setting-up/pos-setting.md similarity index 81% rename from erpnext/docs/user/guides/setting-up/pos-setting.md rename to erpnext/docs/user/manual/en/setting-up/pos-setting.md index 8380877e040..d04580c5ca3 100644 --- a/erpnext/docs/user/guides/setting-up/pos-setting.md +++ b/erpnext/docs/user/manual/en/setting-up/pos-setting.md @@ -14,10 +14,10 @@ from: Set default values as defined. -POS Setting +POS Setting > Important : If you specify a particular User, the POS setting will be applied only to that User. If the User option is left blank, the setting will -be set for all users. To understand POS in detail visit [Point of Sale]({{url_prefix}}/user/guides/accounts/point-of-sale-pos-invoice.html) +be set for all users. To understand POS in detail visit [Point of Sale]({{docs_base_url}}/user/guides/accounts/point-of-sale-pos-invoice.html) {next} diff --git a/erpnext/docs/user/guides/setting-up/price-lists.md b/erpnext/docs/user/manual/en/setting-up/price-lists.md similarity index 92% rename from erpnext/docs/user/guides/setting-up/price-lists.md rename to erpnext/docs/user/manual/en/setting-up/price-lists.md index 2acd83dbb1d..156e66de9ad 100644 --- a/erpnext/docs/user/guides/setting-up/price-lists.md +++ b/erpnext/docs/user/manual/en/setting-up/price-lists.md @@ -8,7 +8,7 @@ You can create new Price List > Selling/Buying/Stock > Setup > Price List >> New -Price List +Price List * These Price List will be used when creating Item Price record to track selling or buying price of an item. Click here to learn more about Item Price. diff --git a/erpnext/docs/user/guides/setting-up/print/address-template.md b/erpnext/docs/user/manual/en/setting-up/print/address-template.md similarity index 91% rename from erpnext/docs/user/guides/setting-up/print/address-template.md rename to erpnext/docs/user/manual/en/setting-up/print/address-template.md index 70682b2e9cf..c2b9bb72d73 100644 --- a/erpnext/docs/user/guides/setting-up/print/address-template.md +++ b/erpnext/docs/user/manual/en/setting-up/print/address-template.md @@ -26,6 +26,6 @@ Here is the default template: ### Example -Print Heading +Print Heading {next} diff --git a/erpnext/docs/user/guides/setting-up/print/index.md b/erpnext/docs/user/manual/en/setting-up/print/index.md similarity index 100% rename from erpnext/docs/user/guides/setting-up/print/index.md rename to erpnext/docs/user/manual/en/setting-up/print/index.md diff --git a/erpnext/docs/user/guides/setting-up/print/index.txt b/erpnext/docs/user/manual/en/setting-up/print/index.txt similarity index 100% rename from erpnext/docs/user/guides/setting-up/print/index.txt rename to erpnext/docs/user/manual/en/setting-up/print/index.txt diff --git a/erpnext/docs/user/guides/setting-up/print/letter-head.md b/erpnext/docs/user/manual/en/setting-up/print/letter-head.md similarity index 75% rename from erpnext/docs/user/guides/setting-up/print/letter-head.md rename to erpnext/docs/user/manual/en/setting-up/print/letter-head.md index 1e69540d130..d3c24f22473 100644 --- a/erpnext/docs/user/guides/setting-up/print/letter-head.md +++ b/erpnext/docs/user/manual/en/setting-up/print/letter-head.md @@ -14,10 +14,10 @@ You can create / manage Letter Heads from: ### Example -Print Heading +Print Heading This is how the letter head looks in a document print: -Print Heading +Print Heading {next} diff --git a/erpnext/docs/user/guides/setting-up/print/print-format-builder.md b/erpnext/docs/user/manual/en/setting-up/print/print-format-builder.md similarity index 70% rename from erpnext/docs/user/guides/setting-up/print/print-format-builder.md rename to erpnext/docs/user/manual/en/setting-up/print/print-format-builder.md index 3af05f5e1ad..f9799279af9 100644 --- a/erpnext/docs/user/guides/setting-up/print/print-format-builder.md +++ b/erpnext/docs/user/manual/en/setting-up/print/print-format-builder.md @@ -10,19 +10,19 @@ or Open the document for which you want to make a print format. Click the Printe ### Step 1: Make a new Format -Send Email +Send Email ### Step 2: Add a new Field To add a field, just drag it from the left sidebar and add it in your layout. You can edit the layout by clicking on the settings icon. -Send Email +Send Email ### Step 3 To remove a field, just drag it back into the fields sidebar. -Send Email +Send Email ### Step 4 @@ -30,7 +30,7 @@ You can add customized text, HTML in your print format, just add the **Custom HT Then click on **Edit HTML** to edit your content. -Send Email +Send Email To save your format, just click on the **Save** button on the top. diff --git a/erpnext/docs/user/guides/setting-up/print/print-headings.md b/erpnext/docs/user/manual/en/setting-up/print/print-headings.md similarity index 61% rename from erpnext/docs/user/guides/setting-up/print/print-headings.md rename to erpnext/docs/user/manual/en/setting-up/print/print-headings.md index 4c492e08359..98fbf53df0b 100644 --- a/erpnext/docs/user/guides/setting-up/print/print-headings.md +++ b/erpnext/docs/user/manual/en/setting-up/print/print-headings.md @@ -8,10 +8,10 @@ You can create print headings from : #### Figure 1: Save Print Heading -Print Heading +Print Heading Example of a change in print heading is shown below: -Print Heading +Print Heading {next} diff --git a/erpnext/docs/user/guides/setting-up/print/print-settings.md b/erpnext/docs/user/manual/en/setting-up/print/print-settings.md similarity index 69% rename from erpnext/docs/user/guides/setting-up/print/print-settings.md rename to erpnext/docs/user/manual/en/setting-up/print/print-settings.md index a4788df66e1..cdf3c54a374 100644 --- a/erpnext/docs/user/guides/setting-up/print/print-settings.md +++ b/erpnext/docs/user/manual/en/setting-up/print/print-settings.md @@ -6,6 +6,6 @@ To edit print settings, go to: > Setup > Printing and Branding > Print Settings -Print Settings +Print Settings {next} diff --git a/erpnext/docs/user/guides/setting-up/print/terms-and-conditions.md b/erpnext/docs/user/manual/en/setting-up/print/terms-and-conditions.md similarity index 84% rename from erpnext/docs/user/guides/setting-up/print/terms-and-conditions.md rename to erpnext/docs/user/manual/en/setting-up/print/terms-and-conditions.md index 383ca48a3c8..8c939d0a825 100644 --- a/erpnext/docs/user/guides/setting-up/print/terms-and-conditions.md +++ b/erpnext/docs/user/manual/en/setting-up/print/terms-and-conditions.md @@ -6,13 +6,13 @@ To setup Terms and Condition master, go to: `Selling > Terms and Condition > New` -Terms and Conditions +Terms and Conditions ### 2. Editing in HTML Content of Terms and Condition can be formatted as per your preference, and also insert images where needed. If you have expertise in HTML, you will also find option to edit the content of Terms and Condition in HTML. -Terms and Conditions, Edit HTML +Terms and Conditions, Edit HTML This also allows you to use Terms and Condition master for footer, which otherwise is not availale in ERPNext as dedicated functionality. Since contents of Terms and Condition is always the last to appear in the print format, details of footer should be inserted at the end of the content, so that it actually appears as footer in the print format. @@ -20,6 +20,6 @@ This also allows you to use Terms and Condition master for footer, which otherwi In transactions, you will find section of Terms and Condition where you will be able to search and fetched required Terms and Condition master. -Terms and Conditions, Select in document +Terms and Conditions, Select in document {next} diff --git a/erpnext/docs/user/guides/setting-up/setting-up-taxes.md b/erpnext/docs/user/manual/en/setting-up/setting-up-taxes.md similarity index 93% rename from erpnext/docs/user/guides/setting-up/setting-up-taxes.md rename to erpnext/docs/user/manual/en/setting-up/setting-up-taxes.md index 0c428198685..a3c11ab2f0d 100644 --- a/erpnext/docs/user/guides/setting-up/setting-up-taxes.md +++ b/erpnext/docs/user/manual/en/setting-up/setting-up-taxes.md @@ -22,11 +22,11 @@ sales or purchase tax rate specified by you as default rates. Item Tax table can be found as a section within the Item Master document. -Item Tax +Item Tax * **Inclusive and Exclusive Tax**: ERPNext allows you to enter Item rates which are tax inclusive. -Inclusive Tax +Inclusive Tax * **Exception to the rule**: Item tax settings are required only if a particular Item has a different tax rate than the rate defined in the standard tax Account * **Item tax is overwrite-able**: You can overwrite or change the item tax rate by going to the Item master in the Item tax table. @@ -49,7 +49,7 @@ have to go to: > Setup > Accounts > Sales Taxes and Charge Master -Sales Tax Master +Sales Tax Master When you create a new master, you will have to add a row for each tax type. diff --git a/erpnext/docs/user/guides/setting-up/settings/global-defaults.md b/erpnext/docs/user/manual/en/setting-up/settings/global-defaults.md similarity index 63% rename from erpnext/docs/user/guides/setting-up/settings/global-defaults.md rename to erpnext/docs/user/manual/en/setting-up/settings/global-defaults.md index fd3868c9b0d..412572a8200 100644 --- a/erpnext/docs/user/guides/setting-up/settings/global-defaults.md +++ b/erpnext/docs/user/manual/en/setting-up/settings/global-defaults.md @@ -6,6 +6,6 @@ You can set default values for your documents from Global Defaults Whenever a new document is created, these values will be set as default. -Global Defaults +Global Defaults {next} diff --git a/erpnext/docs/user/guides/setting-up/settings/index.md b/erpnext/docs/user/manual/en/setting-up/settings/index.md similarity index 100% rename from erpnext/docs/user/guides/setting-up/settings/index.md rename to erpnext/docs/user/manual/en/setting-up/settings/index.md diff --git a/erpnext/docs/user/guides/setting-up/settings/index.txt b/erpnext/docs/user/manual/en/setting-up/settings/index.txt similarity index 100% rename from erpnext/docs/user/guides/setting-up/settings/index.txt rename to erpnext/docs/user/manual/en/setting-up/settings/index.txt diff --git a/erpnext/docs/user/guides/setting-up/settings/module-settings.md b/erpnext/docs/user/manual/en/setting-up/settings/module-settings.md similarity index 73% rename from erpnext/docs/user/guides/setting-up/settings/module-settings.md rename to erpnext/docs/user/manual/en/setting-up/settings/module-settings.md index db54494c19c..ecfb28213d4 100644 --- a/erpnext/docs/user/guides/setting-up/settings/module-settings.md +++ b/erpnext/docs/user/manual/en/setting-up/settings/module-settings.md @@ -10,6 +10,6 @@ For example if you are in the services business, you want to hide the Manufactur Check / uncheck the items to show / hide. -Module Settings +Module Settings {next} diff --git a/erpnext/docs/user/guides/setting-up/settings/naming-series.md b/erpnext/docs/user/manual/en/setting-up/settings/naming-series.md similarity index 93% rename from erpnext/docs/user/guides/setting-up/settings/naming-series.md rename to erpnext/docs/user/manual/en/setting-up/settings/naming-series.md index 4c3f2c10de5..df7de6d8fe6 100644 --- a/erpnext/docs/user/guides/setting-up/settings/naming-series.md +++ b/erpnext/docs/user/manual/en/setting-up/settings/naming-series.md @@ -42,7 +42,7 @@ name and the starting point in the “Update Series” section. See how to set the naming series -Naming Series +Naming Series {next} diff --git a/erpnext/docs/user/guides/setting-up/settings/system-settings.md b/erpnext/docs/user/manual/en/setting-up/settings/system-settings.md similarity index 67% rename from erpnext/docs/user/guides/setting-up/settings/system-settings.md rename to erpnext/docs/user/manual/en/setting-up/settings/system-settings.md index a529171dabd..053b4f1a35e 100644 --- a/erpnext/docs/user/guides/setting-up/settings/system-settings.md +++ b/erpnext/docs/user/manual/en/setting-up/settings/system-settings.md @@ -6,6 +6,6 @@ To open System Settings, go to: > Setup > Settings > System Settings -System Settings +System Settings {next} diff --git a/erpnext/docs/user/guides/setting-up/setup-wizard/index.md b/erpnext/docs/user/manual/en/setting-up/setup-wizard/index.md similarity index 100% rename from erpnext/docs/user/guides/setting-up/setup-wizard/index.md rename to erpnext/docs/user/manual/en/setting-up/setup-wizard/index.md diff --git a/erpnext/docs/user/guides/setting-up/setup-wizard/index.txt b/erpnext/docs/user/manual/en/setting-up/setup-wizard/index.txt similarity index 100% rename from erpnext/docs/user/guides/setting-up/setup-wizard/index.txt rename to erpnext/docs/user/manual/en/setting-up/setup-wizard/index.txt diff --git a/erpnext/docs/user/guides/setting-up/setup-wizard/step-1-language.md b/erpnext/docs/user/manual/en/setting-up/setup-wizard/step-1-language.md similarity index 72% rename from erpnext/docs/user/guides/setting-up/setup-wizard/step-1-language.md rename to erpnext/docs/user/manual/en/setting-up/setup-wizard/step-1-language.md index 4e2ffe8917a..00219fd6a0a 100644 --- a/erpnext/docs/user/guides/setting-up/setup-wizard/step-1-language.md +++ b/erpnext/docs/user/manual/en/setting-up/setup-wizard/step-1-language.md @@ -2,7 +2,7 @@ Select your language. ERPNext is available in more than 20 languages. -Language +Language --- diff --git a/erpnext/docs/user/guides/setting-up/setup-wizard/step-10-item.md b/erpnext/docs/user/manual/en/setting-up/setup-wizard/step-10-item.md similarity index 86% rename from erpnext/docs/user/guides/setting-up/setup-wizard/step-10-item.md rename to erpnext/docs/user/manual/en/setting-up/setup-wizard/step-10-item.md index 61e3c494c9d..bc71b9859b9 100644 --- a/erpnext/docs/user/guides/setting-up/setup-wizard/step-10-item.md +++ b/erpnext/docs/user/manual/en/setting-up/setup-wizard/step-10-item.md @@ -3,7 +3,7 @@ In this final step, please enter the names of the Items you buy or sell. Add Items +src="{{docs_base_url}}/assets/img/setup-wizard/step-10.png"> Please set the group of the item (Product / Service) and unit of measure. Don't worry you will be able to edit all of this later. diff --git a/erpnext/docs/user/guides/setting-up/setup-wizard/step-2-currency-and-timezone.md b/erpnext/docs/user/manual/en/setting-up/setup-wizard/step-2-currency-and-timezone.md similarity index 65% rename from erpnext/docs/user/guides/setting-up/setup-wizard/step-2-currency-and-timezone.md rename to erpnext/docs/user/manual/en/setting-up/setup-wizard/step-2-currency-and-timezone.md index 17a3821c752..5dc16481970 100644 --- a/erpnext/docs/user/guides/setting-up/setup-wizard/step-2-currency-and-timezone.md +++ b/erpnext/docs/user/manual/en/setting-up/setup-wizard/step-2-currency-and-timezone.md @@ -2,7 +2,7 @@ Set your country name, currency and timezone. -Currency +Currency --- diff --git a/erpnext/docs/user/guides/setting-up/setup-wizard/step-3-user-details.md b/erpnext/docs/user/manual/en/setting-up/setup-wizard/step-3-user-details.md similarity index 76% rename from erpnext/docs/user/guides/setting-up/setup-wizard/step-3-user-details.md rename to erpnext/docs/user/manual/en/setting-up/setup-wizard/step-3-user-details.md index 9b20dd0fb4a..b9eff18025f 100644 --- a/erpnext/docs/user/guides/setting-up/setup-wizard/step-3-user-details.md +++ b/erpnext/docs/user/manual/en/setting-up/setup-wizard/step-3-user-details.md @@ -3,7 +3,7 @@ Enter Users Profile Details like Name, User ID and preferred password. User +src="{{docs_base_url}}/assets/img/setup-wizard/step-3.png"> --- diff --git a/erpnext/docs/user/guides/setting-up/setup-wizard/step-4-company-details.md b/erpnext/docs/user/manual/en/setting-up/setup-wizard/step-4-company-details.md similarity index 92% rename from erpnext/docs/user/guides/setting-up/setup-wizard/step-4-company-details.md rename to erpnext/docs/user/manual/en/setting-up/setup-wizard/step-4-company-details.md index cb5947bc5ab..f88d31c9985 100644 --- a/erpnext/docs/user/guides/setting-up/setup-wizard/step-4-company-details.md +++ b/erpnext/docs/user/manual/en/setting-up/setup-wizard/step-4-company-details.md @@ -3,7 +3,7 @@ Enter Company Details like Name, Abbreviation and Financial Year Details. Company Details +src="{{docs_base_url}}/assets/img/setup-wizard/step-4.png"> --- diff --git a/erpnext/docs/user/guides/setting-up/setup-wizard/step-5-letterhead-and-logo.md b/erpnext/docs/user/manual/en/setting-up/setup-wizard/step-5-letterhead-and-logo.md similarity index 85% rename from erpnext/docs/user/guides/setting-up/setup-wizard/step-5-letterhead-and-logo.md rename to erpnext/docs/user/manual/en/setting-up/setup-wizard/step-5-letterhead-and-logo.md index ad91d244a71..7cc258bd382 100644 --- a/erpnext/docs/user/guides/setting-up/setup-wizard/step-5-letterhead-and-logo.md +++ b/erpnext/docs/user/manual/en/setting-up/setup-wizard/step-5-letterhead-and-logo.md @@ -3,7 +3,7 @@ Attach Company Letterhead and Company Logo. Company Logo and Letterhead +src="{{docs_base_url}}/assets/img/setup-wizard/step-5.png"> --- @@ -15,7 +15,7 @@ Click on the box ‘Attach Letterhead’ . Select the image file from the place You may choose to skip this step if your letterhead is not ready. -To select letterhead later through the setup module, read [Letter-head]({{url_prefix}}/user/guides/setting-up/print/letter-head.html) +To select letterhead later through the setup module, read [Letter-head]({{docs_base_url}}/user/guides/setting-up/print/letter-head.html) #### To "attach as web-link" diff --git a/erpnext/docs/user/guides/setting-up/setup-wizard/step-6-add-users.md b/erpnext/docs/user/manual/en/setting-up/setup-wizard/step-6-add-users.md similarity index 70% rename from erpnext/docs/user/guides/setting-up/setup-wizard/step-6-add-users.md rename to erpnext/docs/user/manual/en/setting-up/setup-wizard/step-6-add-users.md index 06cc778c371..7e8f0836706 100644 --- a/erpnext/docs/user/guides/setting-up/setup-wizard/step-6-add-users.md +++ b/erpnext/docs/user/manual/en/setting-up/setup-wizard/step-6-add-users.md @@ -3,6 +3,6 @@ Add other users and assign them roles based on their job responsibilities. Users +src="{{docs_base_url}}/assets/img/setup-wizard/step-6.png"> {next} diff --git a/erpnext/docs/user/guides/setting-up/setup-wizard/step-7-tax-details.md b/erpnext/docs/user/manual/en/setting-up/setup-wizard/step-7-tax-details.md similarity index 89% rename from erpnext/docs/user/guides/setting-up/setup-wizard/step-7-tax-details.md rename to erpnext/docs/user/manual/en/setting-up/setup-wizard/step-7-tax-details.md index 02148675e37..ead3fc9b654 100644 --- a/erpnext/docs/user/guides/setting-up/setup-wizard/step-7-tax-details.md +++ b/erpnext/docs/user/manual/en/setting-up/setup-wizard/step-7-tax-details.md @@ -3,7 +3,7 @@ Enter any three types of taxes which you regularly pay. This wizard will create a tax master which will calculate the taxes as per the tax-type. Tax Details +src="{{docs_base_url}}/assets/img/setup-wizard/step-7.png"> Just set the tax name and the standard percentage levied. @@ -17,6 +17,6 @@ A value added tax (VAT) is a form of consumption tax. From the perspective of th The purpose of VAT is to generate tax revenues to the government similar to the corporate income tax or the personal income tax. For Example: When you shop at a departmental store and avail discount on the products, the store charges you 5% extra on the total bill as the VAT. -To setup VAT in the setup wizard , simply enter the percentage amount levied by your government. To setup VAT at a later stage read [setting-up-taxes]({{url_prefix}}/user/guides/setting-up/setting-up-taxes.html) +To setup VAT in the setup wizard , simply enter the percentage amount levied by your government. To setup VAT at a later stage read [setting-up-taxes]({{docs_base_url}}/user/guides/setting-up/setting-up-taxes.html) {next} diff --git a/erpnext/docs/user/guides/setting-up/setup-wizard/step-8-customer-names.md b/erpnext/docs/user/manual/en/setting-up/setup-wizard/step-8-customer-names.md similarity index 76% rename from erpnext/docs/user/guides/setting-up/setup-wizard/step-8-customer-names.md rename to erpnext/docs/user/manual/en/setting-up/setup-wizard/step-8-customer-names.md index 04ac27cc6da..b82202ce604 100644 --- a/erpnext/docs/user/guides/setting-up/setup-wizard/step-8-customer-names.md +++ b/erpnext/docs/user/manual/en/setting-up/setup-wizard/step-8-customer-names.md @@ -4,7 +4,7 @@ Enter your Customer names and the contact person from that organisation. Customers +src="{{docs_base_url}}/assets/img/setup-wizard/step-8.png"> --- @@ -18,6 +18,6 @@ Customer Name: American Power Mills Contact Name: Shiv Agarwal -To understand Customer in detail visit [Customer Details]({{url_prefix}}/user/guides/CRM/customer.html) +To understand Customer in detail visit [Customer Details]({{docs_base_url}}/user/guides/CRM/customer.html) {next} diff --git a/erpnext/docs/user/manual/en/setting-up/setup-wizard/step-9-suppliers.md b/erpnext/docs/user/manual/en/setting-up/setup-wizard/step-9-suppliers.md new file mode 100644 index 00000000000..5d2f381366d --- /dev/null +++ b/erpnext/docs/user/manual/en/setting-up/setup-wizard/step-9-suppliers.md @@ -0,0 +1,12 @@ +# Step 8: Suppliers + +Enter a few of your Suppliers' names. + +Suppliers + +--- + +To understand Suppliers in detail visit [Supplier Master]({{docs_base_url}}/user/guides/buying/supplier-master.html) + +{next} diff --git a/erpnext/docs/user/guides/setting-up/sms-setting.md b/erpnext/docs/user/manual/en/setting-up/sms-setting.md similarity index 88% rename from erpnext/docs/user/guides/setting-up/sms-setting.md rename to erpnext/docs/user/manual/en/setting-up/sms-setting.md index f2e21aa31db..4871ed1a957 100644 --- a/erpnext/docs/user/guides/setting-up/sms-setting.md +++ b/erpnext/docs/user/manual/en/setting-up/sms-setting.md @@ -17,7 +17,7 @@ Example URL: http://instant.smses.com/web2sms.php?username=&password;=&to;=&sender;=&message;= -![SMS Settings]({{url_prefix}}/assets/old_images/erpnext/sms-setting2.jpg) +![SMS Settings]({{docs_base_url}}/assets/old_images/erpnext/sms-setting2.jpg) > Note: the string up to the "?" is the SMS Gateway URL @@ -35,6 +35,6 @@ Note that some parameters in the URL are static.You will get static values from your SMS Provider like username, password etc. These static values should be entered in the Static Parameters table. -![SMS Setting]({{url_prefix}}/assets/old_images/erpnext/sms-settings1.png) +![SMS Setting]({{docs_base_url}}/assets/old_images/erpnext/sms-settings1.png) {next} diff --git a/erpnext/docs/user/guides/setting-up/stock-reconciliation-for-non-serialized-item.md b/erpnext/docs/user/manual/en/setting-up/stock-reconciliation-for-non-serialized-item.md similarity index 92% rename from erpnext/docs/user/guides/setting-up/stock-reconciliation-for-non-serialized-item.md rename to erpnext/docs/user/manual/en/setting-up/stock-reconciliation-for-non-serialized-item.md index 955c83dc9d6..bd46bf15db4 100644 --- a/erpnext/docs/user/guides/setting-up/stock-reconciliation-for-non-serialized-item.md +++ b/erpnext/docs/user/manual/en/setting-up/stock-reconciliation-for-non-serialized-item.md @@ -27,17 +27,17 @@ To perform Stock Reconciliation, go to: A predefined template of an spreadsheet file should be followed for importing item's stock levels and valuations. Open new Stock Reconciliation form to see download option. -Stock Reconciliation +Stock Reconciliation #### Step 2: Enter Data in csv file. -![Stock Reco Data]({{url_prefix}}/assets/old_images/erpnext/stock-reco-data.png) +![Stock Reco Data]({{docs_base_url}}/assets/old_images/erpnext/stock-reco-data.png) The csv format is case-sensitive. Do not edit the headers which are preset in the template. In the Item Code and Warehouse column, enter exact Item Code and Warehouse as created in your ERPNext account. For quatity, enter stock level you wish to set for that item, in a specific warehouse. #### **Step 3: Upload file and Enter Values in Stock Reconciliation Form -Stock Reconciliation +Stock Reconciliation **Posting Date** @@ -59,11 +59,11 @@ report. The report will show you all types of rates. #### Step 4: Review the reconciliation data -![Stock Reco Review]({{url_prefix}}/assets/old_images/erpnext/stock-reco-upload.png) +![Stock Reco Review]({{docs_base_url}}/assets/old_images/erpnext/stock-reco-upload.png) ### Stock Ledger Report -![Stock Reco Ledger]({{url_prefix}}/assets/old_images/erpnext/stock-reco-ledger.png) +![Stock Reco Ledger]({{docs_base_url}}/assets/old_images/erpnext/stock-reco-ledger.png) **How Stock Reconciliation Works** diff --git a/erpnext/docs/user/guides/setting-up/territory.md b/erpnext/docs/user/manual/en/setting-up/territory.md similarity index 81% rename from erpnext/docs/user/guides/setting-up/territory.md rename to erpnext/docs/user/manual/en/setting-up/territory.md index 89f1d14e27e..3a1abfdfddf 100644 --- a/erpnext/docs/user/guides/setting-up/territory.md +++ b/erpnext/docs/user/manual/en/setting-up/territory.md @@ -5,6 +5,6 @@ each Item Group and get reports that will show your actual performance in the territory v/s what you had planned. You can also set different pricing for the same product sold across different territories. -Territory Tree +Territory Tree {next} \ No newline at end of file diff --git a/erpnext/docs/user/guides/setting-up/third-party-backups.md b/erpnext/docs/user/manual/en/setting-up/third-party-backups.md similarity index 84% rename from erpnext/docs/user/guides/setting-up/third-party-backups.md rename to erpnext/docs/user/manual/en/setting-up/third-party-backups.md index a65c533d490..c4e74ca4a02 100644 --- a/erpnext/docs/user/guides/setting-up/third-party-backups.md +++ b/erpnext/docs/user/manual/en/setting-up/third-party-backups.md @@ -9,7 +9,7 @@ __Step 2:__ Click on Manage Third Party Backup #### Figure 1: Manage Third Party Backup -![Third Party Backups]({{url_prefix}}/assets/old_images/erpnext/third-party-backups.png) +![Third Party Backups]({{docs_base_url}}/assets/old_images/erpnext/third-party-backups.png) On the Backup Manager page, enter the email addresses of those people whom you wish to notify about the upload status. Under the topic 'Sync with Dropbox', @@ -22,11 +22,11 @@ then select the Never option. #### Figure 2: Allow Dropbox Access -![Backup Manager]({{url_prefix}}/assets/old_images/erpnext/backup-manager.png) +![Backup Manager]({{docs_base_url}}/assets/old_images/erpnext/backup-manager.png) You need to login to your dropbox account, with your user id and password. -![Dropbox Access]({{url_prefix}}/assets/old_images/erpnext/dropbox-access.png) +![Dropbox Access]({{docs_base_url}}/assets/old_images/erpnext/dropbox-access.png) ## Open Source Users diff --git a/erpnext/docs/user/guides/setting-up/users-and-permissions/adding-users.md b/erpnext/docs/user/manual/en/setting-up/users-and-permissions/adding-users.md similarity index 77% rename from erpnext/docs/user/guides/setting-up/users-and-permissions/adding-users.md rename to erpnext/docs/user/manual/en/setting-up/users-and-permissions/adding-users.md index b7f9101260b..dfd9ea00d14 100644 --- a/erpnext/docs/user/guides/setting-up/users-and-permissions/adding-users.md +++ b/erpnext/docs/user/manual/en/setting-up/users-and-permissions/adding-users.md @@ -11,7 +11,7 @@ Important is to realize that the email address is the unique key (ID) identifyin ### 1. List of Users -User List +User List To add a new user, click on "New" @@ -30,19 +30,19 @@ After saving, you will see a list of roles and a checkbox next to it. Just check the user to have and save the document. To click on what permissions translate into roles, click on the role name. -User Roles +User Roles ### 4. Setting Module Access Users will have access to all modules for which they have role based access. If you want to block certain modules for certain users, un-check the module from the list. -User Block Module +User Block Module ### 5. Security Settings If you wish to give the user access to the system only between office hours, or during weekends, mention it under security settings. -User Security +User Security {next} diff --git a/erpnext/docs/user/guides/setting-up/users-and-permissions/index.md b/erpnext/docs/user/manual/en/setting-up/users-and-permissions/index.md similarity index 100% rename from erpnext/docs/user/guides/setting-up/users-and-permissions/index.md rename to erpnext/docs/user/manual/en/setting-up/users-and-permissions/index.md diff --git a/erpnext/docs/user/guides/setting-up/users-and-permissions/index.txt b/erpnext/docs/user/manual/en/setting-up/users-and-permissions/index.txt similarity index 100% rename from erpnext/docs/user/guides/setting-up/users-and-permissions/index.txt rename to erpnext/docs/user/manual/en/setting-up/users-and-permissions/index.txt diff --git a/erpnext/docs/user/guides/setting-up/users-and-permissions/role-based-permissions.md b/erpnext/docs/user/manual/en/setting-up/users-and-permissions/role-based-permissions.md similarity index 80% rename from erpnext/docs/user/guides/setting-up/users-and-permissions/role-based-permissions.md rename to erpnext/docs/user/manual/en/setting-up/users-and-permissions/role-based-permissions.md index 87144888e84..9a96b1753be 100644 --- a/erpnext/docs/user/guides/setting-up/users-and-permissions/role-based-permissions.md +++ b/erpnext/docs/user/manual/en/setting-up/users-and-permissions/role-based-permissions.md @@ -5,7 +5,7 @@ ERPNext has a role-based permission system. It means that you can assign Roles t To start with, go to: > Setup > Permissions > Role Permissions Manager -Manage Read, Write, Create, Submit, Amend access using the Role Permissions Manager +Manage Read, Write, Create, Submit, Amend access using the Role Permissions Manager Permissions are applied on a combination of: @@ -28,7 +28,7 @@ Permissions are applied on a combination of: If enabled, a user with that role will be able to access only specific Documents for that Document Type. Such specific Document access is defined in the list of User Permissions. Additionally, User Permissions defined for other Document Types also get applied if they are related to the current Document Type through Link Fields. To set, User Permissions go to: - > Setup > Permissions > [User Permissions Manager]({{url_prefix}}/user/guides/setting-up/users-and-permissions/user-permissions.html) + > Setup > Permissions > [User Permissions Manager]({{docs_base_url}}/user/guides/setting-up/users-and-permissions/user-permissions.html) --- @@ -38,37 +38,37 @@ Permissions are applied on a combination of: Leave Application is a good **example** that encompasses all areas of Permission System. -Leave Application Form should be created by an Employee, and approved by Leave Approver or HR User +Leave Application Form should be created by an Employee, and approved by Leave Approver or HR User 1. **It should be created by an Employee.** For this, Employee Role should be given Read, Write, Create permissions. -Giving Read, Write and Create Permissions to Employee for Leave Application +Giving Read, Write and Create Permissions to Employee for Leave Application 1. **An Employee should only be able to access his/her Leave Application.** Hence, Apply User Permissions should be enabled for Employee Role, and a User Permission record should be created for each User Employee combination. (This effort is reduced for Employee Document Type, by programmatically creating User Permission records.) -Limiting access to Leave Applications for a user with Employee Role via User Permissions Manager +Limiting access to Leave Applications for a user with Employee Role via User Permissions Manager 1. **HR Manager should be able to see all Leave Applications.** Create a Permission Rule for HR Manager at Level 0, with Read permissions. Apply User Permissions should be disabled. -Giving Submit and Cancel permissions to HR Manager for Leave Applications. 'Apply User Permissions' is unchecked to give full access. +Giving Submit and Cancel permissions to HR Manager for Leave Applications. 'Apply User Permissions' is unchecked to give full access. 2. **Leave Approver should be able to see and update Leave Applications applicable to him/her.** Leave Approver is given Read and Write access at Level 0, with Apply User Permissions enabled. Relevant Employee Documents should be enlisted in the User Permissions of Leave Approvers. (This effort is reduced for Leave Approvers mentioned in Employee Documents, by programmatically creating User Permission records.) -Giving Read, Write and Submit permissions to Leave Approver for Leave Applications.'Apply User Permissions' is checked to limit access based on Employee. +Giving Read, Write and Submit permissions to Leave Approver for Leave Applications.'Apply User Permissions' is checked to limit access based on Employee. 3. **It should be Approved / Rejected only by HR User or Leave Approver.** The Status field of Leave Application is set at Level 1. HR User and Leave Approver are given Read and Write permissions for Level 1, while everyone else (All) are given Read permission for Level 1. -Limiting read access for a set of fields to certain Roles +Limiting read access for a set of fields to certain Roles 4. **HR User should be able to delegate Leave Applications to his/her subordinates** HR User is given the right to Set User Permissions. A User with HR User role would be able to defined User Permissions on Leave Application for other users. -Let HR User delegate access to Leave Applications by checking 'Set User Permissions'. This will allow HR User to access User Permissions Manager for 'Leave Application' +Let HR User delegate access to Leave Applications by checking 'Set User Permissions'. This will allow HR User to access User Permissions Manager for 'Leave Application' {next} diff --git a/erpnext/docs/user/guides/setting-up/users-and-permissions/sharing.md b/erpnext/docs/user/manual/en/setting-up/users-and-permissions/sharing.md similarity index 74% rename from erpnext/docs/user/guides/setting-up/users-and-permissions/sharing.md rename to erpnext/docs/user/manual/en/setting-up/users-and-permissions/sharing.md index 471efc1c5a4..a939e656fea 100644 --- a/erpnext/docs/user/guides/setting-up/users-and-permissions/sharing.md +++ b/erpnext/docs/user/manual/en/setting-up/users-and-permissions/sharing.md @@ -4,6 +4,6 @@ In addition to user and role permissions, you can also Share a document with ano To share a document, open the document, click on the "+" icon under sharing and select the user - + {next} diff --git a/erpnext/docs/user/guides/setting-up/users-and-permissions/user-permissions.md b/erpnext/docs/user/manual/en/setting-up/users-and-permissions/user-permissions.md similarity index 80% rename from erpnext/docs/user/guides/setting-up/users-and-permissions/user-permissions.md rename to erpnext/docs/user/manual/en/setting-up/users-and-permissions/user-permissions.md index 2e2220aa2d6..c1cefc60370 100644 --- a/erpnext/docs/user/guides/setting-up/users-and-permissions/user-permissions.md +++ b/erpnext/docs/user/manual/en/setting-up/users-and-permissions/user-permissions.md @@ -8,7 +8,7 @@ To start with, go to: > Setup > Permissions > User Permissions Manager
    - User Permissions Manager
    User Permissions Manager displaying how users can access only a specific Company.
    @@ -19,21 +19,21 @@ User 'aromn@example.com' has Sales User role and we want to limit the user to ac 1. We add a User Permissions row for Company.
    - User Permissions For Company
    Add User Permissions row for a combination of User 'aromn@example.com' and Company 'Wind Power LLC'.
    1. Also Role "All" has only Read permission for Company, with 'Apply User Permissions' checked.
    - Role Permissions for All on Company
    Read Permission with Apply User Permissions checked for DocType Company.
    1. The combined effect of the above two rules lead to User 'aromn@example.com' having only Read access to Company 'Wind Power LLC'.
    - Effect of Role and User Permissions on Company
    Access is limited to Company 'Wind Power LLC'.
    @@ -41,29 +41,29 @@ User 'aromn@example.com' has Sales User role and we want to limit the user to ac 1. We want this User Permission on Company to get applied on other documents like Quotation, Sales Order, etc. These forms have a **Link Field based on Company**. As a result, User Permissions on Company also get applied on these documents, which leads to User 'aromn@example.com' to acces these documents having Company 'Wind Power LLC'.
    - Sales User Role Permissions for Quotation
    Users with Sales User Role can Read, Write, Create, Submit and Cancel Quotations based on their User Permissions, since 'Apply User Permissions' is checked.
    - Quotation List limited to results for Company 'Wind Power LLC'
    Quotation List is limited to results for Company 'Wind Power LLC' for User 'aromn@example.com'.
    1. User Permissions get applied automatically based on Link Fields, just like how it worked for Quotation. But, Lead Form has 4 Link fields: Territory, Company, Lead Owner and Next Contact By. Say, you want Leads to limit access to Users based only on Territory, even though you have defined User Permissions for DocTypes User, Territory and Company. You can do this by setting 'Ignore User Permissions' for Link fields: Company, Lead Owner and Next Contact By.
    - Role Permissions on Lead for Sales User Role
    Sales User can Read, Write and Create Leads limited by User Permissions.
    - Set Ingore User Permissions from Setup > Customize > Customize Form
    Check 'Ingore User Permissions' for Company, Lead Owner and Next Contact By fields using Setup > Customize > Customize Form for Lead.
    - Lead List is limited to records with Territory 'United States'
    Due to the effect of the above combination, User 'aromn@example.com' can only access Leads with Territory 'United States'.
    diff --git a/erpnext/docs/user/guides/setting-up/workflows.md b/erpnext/docs/user/manual/en/setting-up/workflows.md similarity index 79% rename from erpnext/docs/user/guides/setting-up/workflows.md rename to erpnext/docs/user/manual/en/setting-up/workflows.md index 26080973ffa..a4ddc3854c8 100644 --- a/erpnext/docs/user/guides/setting-up/workflows.md +++ b/erpnext/docs/user/manual/en/setting-up/workflows.md @@ -11,7 +11,7 @@ will get an indication that the HR department has Accepted or Rejected. The Manager, who is the approving authority, will either Approve or Reject this request. Accordingly,the user will get his Approved or Rejected status. -![Workflow]({{url_prefix}}/assets/old_images/erpnext/workflow-leave-fl.jpg) +![Workflow]({{docs_base_url}}/assets/old_images/erpnext/workflow-leave-fl.jpg) To make this Workflow and transition rules go to : @@ -19,11 +19,11 @@ To make this Workflow and transition rules go to : #### Step 1: Enter the different states of Leave Approval Process. -Workflow +Workflow #### Step 2: Enter Transition Rules. -Workflow +Workflow #### Notes: @@ -50,17 +50,17 @@ Leave. When a Leave Application is submitted, the status on the right hand corner of the page shows as "Applied" -![Workflow Employee LA]({{url_prefix}}/assets/old_images/erpnext/workflow-employee-la.png) +![Workflow Employee LA]({{docs_base_url}}/assets/old_images/erpnext/workflow-employee-la.png) When the HR User logs in, he can either Approve or Reject. If approved the status on the right hand corner of the page shows as Approved. However, a blue band of information is displayed saying approval is pending by leave approver. -![Leave Approver]({{url_prefix}}/assets/old_images/erpnext/workflow-hr-user-la.png) +![Leave Approver]({{docs_base_url}}/assets/old_images/erpnext/workflow-hr-user-la.png) When the leave approver opens the Leave Application page, he should select the status and convert to Approved or Rejected. -![Workflow Leave Approver]({{url_prefix}}/assets/old_images/erpnext/workflow-leave-approver-la.png) +![Workflow Leave Approver]({{docs_base_url}}/assets/old_images/erpnext/workflow-leave-approver-la.png) {next} diff --git a/erpnext/docs/user/guides/stock/accounting-of-inventory-stock/index.md b/erpnext/docs/user/manual/en/stock/accounting-of-inventory-stock/index.md similarity index 92% rename from erpnext/docs/user/guides/stock/accounting-of-inventory-stock/index.md rename to erpnext/docs/user/manual/en/stock/accounting-of-inventory-stock/index.md index 4907186a674..f98f51160c9 100644 --- a/erpnext/docs/user/guides/stock/accounting-of-inventory-stock/index.md +++ b/erpnext/docs/user/manual/en/stock/accounting-of-inventory-stock/index.md @@ -19,7 +19,7 @@ balance. This improves accuracy of Balance Sheet and Profit and Loss statement. To check accounting entries for a particular stock transaction, please check -[examples]({{url_prefix}}/user/guides/stock/accounting-of-inventory-stock/perpetual-inventory.html) +[examples]({{docs_base_url}}/user/guides/stock/accounting-of-inventory-stock/perpetual-inventory.html) #### **Advantages** @@ -64,6 +64,6 @@ This complete process is called Periodic Inventory. If you are an existing user using Periodic Inventory and want to use Perpetual Inventory, you have to follow some steps to migrate. For details, check -[Migration From Periodic Inventory]({{url_prefix}}/user/guides/stock/accounting-of-inventory-stock/migrate-to-perpetual-inventory.html). +[Migration From Periodic Inventory]({{docs_base_url}}/user/guides/stock/accounting-of-inventory-stock/migrate-to-perpetual-inventory.html). {next} diff --git a/erpnext/docs/user/guides/stock/accounting-of-inventory-stock/index.txt b/erpnext/docs/user/manual/en/stock/accounting-of-inventory-stock/index.txt similarity index 100% rename from erpnext/docs/user/guides/stock/accounting-of-inventory-stock/index.txt rename to erpnext/docs/user/manual/en/stock/accounting-of-inventory-stock/index.txt diff --git a/erpnext/docs/user/guides/stock/accounting-of-inventory-stock/migrate-to-perpetual-inventory.md b/erpnext/docs/user/manual/en/stock/accounting-of-inventory-stock/migrate-to-perpetual-inventory.md similarity index 95% rename from erpnext/docs/user/guides/stock/accounting-of-inventory-stock/migrate-to-perpetual-inventory.md rename to erpnext/docs/user/manual/en/stock/accounting-of-inventory-stock/migrate-to-perpetual-inventory.md index c3d10ed8c34..ffc5f40e431 100644 --- a/erpnext/docs/user/guides/stock/accounting-of-inventory-stock/migrate-to-perpetual-inventory.md +++ b/erpnext/docs/user/manual/en/stock/accounting-of-inventory-stock/migrate-to-perpetual-inventory.md @@ -20,7 +20,7 @@ Steps: > Setup > Accounts Settings > Make Accounting Entry For Every Stock Movement -![Activation]({{url_prefix}}/assets/old_images/erpnext/accounting-for-stock-1.png) +![Activation]({{docs_base_url}}/assets/old_images/erpnext/accounting-for-stock-1.png) * Create Stock Entry (Material Transfer) to transfer available stock from existing warehouse to new warehouse. As stock will be available in the new warehouse, you should select the new warehouse for all the future transactions. diff --git a/erpnext/docs/user/guides/stock/accounting-of-inventory-stock/perpetual-inventory.md b/erpnext/docs/user/manual/en/stock/accounting-of-inventory-stock/perpetual-inventory.md similarity index 86% rename from erpnext/docs/user/guides/stock/accounting-of-inventory-stock/perpetual-inventory.md rename to erpnext/docs/user/manual/en/stock/accounting-of-inventory-stock/perpetual-inventory.md index ee62942ecde..fbe880fa6d6 100644 --- a/erpnext/docs/user/guides/stock/accounting-of-inventory-stock/perpetual-inventory.md +++ b/erpnext/docs/user/manual/en/stock/accounting-of-inventory-stock/perpetual-inventory.md @@ -143,11 +143,11 @@ details of Purchase Receipt:

    Stock Ledger

    -![prstockledger]({{url_prefix}}/assets/old_images/erpnext/accounting-for-stock-2.png) +![prstockledger]({{docs_base_url}}/assets/old_images/erpnext/accounting-for-stock-2.png) **General Ledger** -![prgeneralledger]({{url_prefix}}/assets/old_images/erpnext/accounting-for-stock-3.png) +![prgeneralledger]({{docs_base_url}}/assets/old_images/erpnext/accounting-for-stock-3.png) As stock balance increases through Purchase Receipt, "Store" and "Fixed Asset Warehouse" accounts are debited and a temporary account "Stock Receipt But Not @@ -162,7 +162,7 @@ Purchase Invoice for the same. The general ledger entries are as follows: **General Ledger** -![pigeneralledger]({{url_prefix}}/assets/old_images/erpnext/accounting-for-stock-4.png) +![pigeneralledger]({{docs_base_url}}/assets/old_images/erpnext/accounting-for-stock-4.png) Here "Stock Received But Not Billed" account is debited and nullified the effect of Purchase Receipt. @@ -220,11 +220,11 @@ at $300. Following are the details of Delivery Note: **Stock Ledger** -![dnstockledger]({{url_prefix}}/assets/old_images/erpnext/accounting-for-stock-5.png) +![dnstockledger]({{docs_base_url}}/assets/old_images/erpnext/accounting-for-stock-5.png) **General Ledger** -![dngeneralledger]({{url_prefix}}/assets/old_images/erpnext/accounting-for-stock-6.png) +![dngeneralledger]({{docs_base_url}}/assets/old_images/erpnext/accounting-for-stock-6.png) As item is delivered from "Stores" warehouse, "Stores" account is credited and equal amount is debited to the expense account "Cost of Goods Sold". The @@ -254,11 +254,11 @@ of the Sales Invoice are same as the above Delivery Note. **Stock Ledger** -![sistockledger]({{url_prefix}}/assets/old_images/erpnext/accounting-for-stock-7.png) +![sistockledger]({{docs_base_url}}/assets/old_images/erpnext/accounting-for-stock-7.png) **General Ledger** -![sigeneralledger]({{url_prefix}}/assets/old_images/erpnext/accounting-for-stock-8.png) +![sigeneralledger]({{docs_base_url}}/assets/old_images/erpnext/accounting-for-stock-8.png) Here, apart from normal account entries for invoice, "Stores" and "Cost of Goods Sold" accounts are also affected based on the valuation amount. @@ -292,11 +292,11 @@ Goods Sold" accounts are also affected based on the valuation amount. **Stock Ledger** -![mrstockledger]({{url_prefix}}/assets/old_images/erpnext/accounting-for-stock-9.png) +![mrstockledger]({{docs_base_url}}/assets/old_images/erpnext/accounting-for-stock-9.png) **General Ledger** -![mrstockledger]({{url_prefix}}/assets/old_images/erpnext/accounting-for-stock-10.png) +![mrstockledger]({{docs_base_url}}/assets/old_images/erpnext/accounting-for-stock-10.png) * * * @@ -327,11 +327,11 @@ Goods Sold" accounts are also affected based on the valuation amount. **Stock Ledger** -![mistockledger]({{url_prefix}}/assets/old_images/erpnext/accounting-for-stock-11.png) +![mistockledger]({{docs_base_url}}/assets/old_images/erpnext/accounting-for-stock-11.png) **General Ledger** -![mistockledger]({{url_prefix}}/assets/old_images/erpnext/accounting-for-stock-12.png) +![mistockledger]({{docs_base_url}}/assets/old_images/erpnext/accounting-for-stock-12.png) * * * @@ -364,8 +364,8 @@ Goods Sold" accounts are also affected based on the valuation amount. **Stock Ledger** -![mtnstockledger]({{url_prefix}}/assets/old_images/erpnext/accounting-for-stock-13.png) +![mtnstockledger]({{docs_base_url}}/assets/old_images/erpnext/accounting-for-stock-13.png) **General Ledger** -![mtngeneralledger]({{url_prefix}}/assets/old_images/erpnext/accounting-for-stock-14.png) \ No newline at end of file +![mtngeneralledger]({{docs_base_url}}/assets/old_images/erpnext/accounting-for-stock-14.png) \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/stock/articles/allow-over-delivery-billing-against-sales-order-upto-certain-limit.md b/erpnext/docs/user/manual/en/stock/articles/allow-over-delivery-billing-against-sales-order-upto-certain-limit.md new file mode 100644 index 00000000000..bfee1434048 --- /dev/null +++ b/erpnext/docs/user/manual/en/stock/articles/allow-over-delivery-billing-against-sales-order-upto-certain-limit.md @@ -0,0 +1,15 @@ +

    Allow over delivery / billing against Sales Order upto certain limit

    + +

    Allow over delivery / billing against Sales Order upto certain limit

    + +To setup over delivery / receipt / billing against a Sales / Purchase Order upto certain limit: + +1. Go to `Stock > Setup > Stock Settings`. +2. Set `Allowance Percentage` and save the Stock Settings. +![Allowance Percentage]({{docs_base_url}}/assets/img/articles/allowance_percentage.png) +For example: If you have ordered 100 units. and your Allowance is 50% then you are allowed to receive 150 units. +3. To set item-specific limit, set `Allowance Percentage` in `Item` master. +![Allowance Percentage in Item]({{docs_base_url}}/assets/img/articles/allowance_percentage_item.png) + + + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/stock/articles/auto-creation-of-material-request.md b/erpnext/docs/user/manual/en/stock/articles/auto-creation-of-material-request.md new file mode 100644 index 00000000000..e95b113f2bf --- /dev/null +++ b/erpnext/docs/user/manual/en/stock/articles/auto-creation-of-material-request.md @@ -0,0 +1,25 @@ +

    Auto Creation of Material Request

    + +

    Auto Creation of Material Request

    + +ERPNext allows you to define item-wise and warehouse-wise reorder level in the item master. Reorder level is the item's stock level at which item should be re-ordered. + +With reorder level, you can also define what should be the next action. Either new purchase or transfer from another warehouse. Based on setting in Item master, purpose will be updated in the Material Request as well. + +![Item Reorder Level]({{docs_base_url}}/assets/img/articles/$SGrab_391.png) + +You can have Material Request automatically created for items whose stock level reaches re-order level. You can enable this feature from: + +`Stock > Setup > Stock Settings` + +![Item Reorder Stock Setting]({{docs_base_url}}/assets/img/articles/$SGrab_392.png) + +A separate Material Request will be created for each item. User with Purchase Manager's role will be informed about these Material Request. He can further process this Material Request, and create Supplier Quotation and Purchase Order against it. + +If auto creation of Material Request is failed, Purchase Manager will be informed about error message via email. One of the most encountered error message is: + +**An error occurred for certain Items while creating Material Requests based on Re-order level. +Date 01-04-2015 not in any Fiscal Year.** + +One of the reason of error could be Fiscal Year as well. Click [here](https://erpnext.com/kb/accounts/fiscal-year-error) to learn more about it. + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/stock/articles/creating-depreciation-for-item.html b/erpnext/docs/user/manual/en/stock/articles/creating-depreciation-for-item.html new file mode 100644 index 00000000000..6115ed5451a --- /dev/null +++ b/erpnext/docs/user/manual/en/stock/articles/creating-depreciation-for-item.html @@ -0,0 +1,27 @@ +

    Creating Depreciation For Item

    + +

    Creating Depreciation For Item

    + +Question: A Fixed Asset Item has been purchased and stored in a warehouse. How can the user create a depreciation for a Fixed Asset Item?

    Answer:

    Though there is no direct, automated method to book +Asset Depreciation. A suitable work around to achieve this is by creating a Stock Reconciliation Entry. +

    Step 1:
    In the Attachment file, fill in the appropriate columns; +
    +
      +
    • Item Code whose value is to be depreciated
    • +
    • Warehouse in which it is stored
    • +
    • Qty (Quantity) Leave this column blank
    • +
    •  Valuation Rate Enter the Value after Depreciation
    • +
    +

    +
    +

    +
    +


    +

    +

    Step 2: In the Stock Reconciliation Form, enter the Expense account for depreciation in Difference Account.

    +

    +

    +
    +

    +
    Note: For more information on Stock Reconciliation, see the User Guide.
    +
    Note: An Automated Asset Depreciation feature in on our To-Do List. See this Github Issue.
    \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/stock/articles/index.md b/erpnext/docs/user/manual/en/stock/articles/index.md new file mode 100644 index 00000000000..4e1be287e18 --- /dev/null +++ b/erpnext/docs/user/manual/en/stock/articles/index.md @@ -0,0 +1 @@ +{content} \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/stock/articles/index.txt b/erpnext/docs/user/manual/en/stock/articles/index.txt new file mode 100644 index 00000000000..fc039b1795d --- /dev/null +++ b/erpnext/docs/user/manual/en/stock/articles/index.txt @@ -0,0 +1,15 @@ +allow-over-delivery-billing-against-sales-order-upto-certain-limit +auto-creation-of-material-request +creating-depreciation-for-item +is-stock-item-field-frozen-in-item-master +manage-rejected-finished-goods-items +managing-assets +managing-batch-wise-inventory +managing-fractions-in-uom +opening-stock-balance-entry-for-the-serialized-and-batch-item +repack-entry +serial-no-naming +stock-entry-purpose +stock-level-report +track-items-using-barcode +using-batch-feature-in-stock-entry \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/stock/articles/is-stock-item-field-frozen-in-item-master.md b/erpnext/docs/user/manual/en/stock/articles/is-stock-item-field-frozen-in-item-master.md new file mode 100644 index 00000000000..a0128273f9f --- /dev/null +++ b/erpnext/docs/user/manual/en/stock/articles/is-stock-item-field-frozen-in-item-master.md @@ -0,0 +1,19 @@ +

    Is Stock Item field Frozen in the Item master

    + +

    Is Stock Item field Frozen in the Item master

    + +In the item master, you might witness values in the following fields be frozen. + +1. Is Stock Item +1. Has Batch No. +1. Has Serial No. + +![Item Field Frozen]({{docs_base_url}}/assets/img/articles/Screen Shot 2015-02-16 at 2.52.56 pm.png) + +For an item, once stock ledger entry is created, values in these fields will be froze. This is to prevent user from changing value which can lead to mis-match of actual stock, and stock level in the system of an item. + +For the serialized item, since its stock level is calculated based on count of available Serial Nos., setting Item as non-serialized mid-way will break the sync, and item's stock level shown in the report will not be accurate, hence Has Serial No. field is froze. + +To make these fields editable once again, you should delete all the stock transactions made for this item. For the Serialized and Batch Item, you should also delete Serial No. and Batch No. record for this item. + + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/stock/articles/manage-rejected-finished-goods-items.md b/erpnext/docs/user/manual/en/stock/articles/manage-rejected-finished-goods-items.md new file mode 100644 index 00000000000..9bb01036c37 --- /dev/null +++ b/erpnext/docs/user/manual/en/stock/articles/manage-rejected-finished-goods-items.md @@ -0,0 +1,32 @@ +

    Manage Rejected Finished Goods Items

    + +

    Manage Rejected Finished Goods Items

    + +There could be manufactured Items which would not pass quality test, and would be rejected. + +Standard manufacturing process in ERPNext doesn't cover managing rejected items separately. Hence you should create finished goods entry for both accepted as well as rejected items. With this, you will have rejected items also received in the finished goods warehouse. + +To move rejected items from the finished goods warehouse, you should create Material Transfer entry. Steps below to create Material Transfer entry. + +####New Stock Entry + +`Stock > Stock Entry > New` + +####Entry Purpose + +Purpose = Material Transfer + +####Warehouse + +Source Warehouse = Finished Goods warehouse +Target Warehouse = Rejected items warehouse + +####Items + +Select item which failed quality test, and enter total rejected items as Qty. + +####Submit Stock Entry + +On Saving and Submitting Stock Entry, stock of rejected items will be moved from Finished Goods Warehouse to Rejected Warehouse. + + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/stock/articles/managing-assets.md b/erpnext/docs/user/manual/en/stock/articles/managing-assets.md new file mode 100644 index 00000000000..5032dcd86c9 --- /dev/null +++ b/erpnext/docs/user/manual/en/stock/articles/managing-assets.md @@ -0,0 +1,24 @@ +

    Managing Assets

    + +

    Managing Assets

    + +Items like machinery, furniture, land and property, patents etc. can be categorized as fixed asset of a company. In ERPNext, you can maintain fixed asset items in a separate Warehouse. + +Item can be created for each type of an asset. Whereas unique Serial No. will be created for each unit of that asset item. Maintaining serialized inventory of asset item will have in tracking item's warranty and expiry details. + +####Fixed Asset Master + +While creating Item Code for the fixed asset item, you should updated field "Is Fixed Asset" as "Yes". + +![Fixed Asset Item]({{docs_base_url}}/assets/img/articles/$SGrab_383.png) + +Other item properties like Stock/Non-stock item can be updated on the nature of asset. Like patent and trademarks will be non-stock assets. + +If your asset item is serialized, click [here](https://erpnext.com/user-guide/stock/serialized-inventory) to learn how serialized inventory is managed in ERPNext. + +####Warehouse for Fixed Asset + +Separate Warehouse should be created for the fixed asset items. All the sales, purchase and stock transactions for asset items will be done in that fixed asset warehouse only. + +Also, as per the perpetual inventory valuation system, you will have accounting ledger auto-created for the warehouse. You can move the accounting ledger of warehouse created for fixed asset from Stock Asset group to fixed asset group. This will be helpful while preparing financial statement for a company. + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/stock/articles/managing-batch-wise-inventory.html b/erpnext/docs/user/manual/en/stock/articles/managing-batch-wise-inventory.html new file mode 100644 index 00000000000..23cd46d518c --- /dev/null +++ b/erpnext/docs/user/manual/en/stock/articles/managing-batch-wise-inventory.html @@ -0,0 +1,5 @@ +

    Managing Batch wise Inventory

    + +

    Managing Batch wise Inventory

    + +To maintain batches against an Item you need to mention 'has batch no' as yes in the Item Master. You can create a new Batch from 

    Stock > Documents > Batch > New


    To learn more about batch check out the manual page at https://manual.erpnext.com/contents/stock/batch

    While making a purchase receipt or delivery note, mention the batch number against the item.

    Batch No. in Purchase Receipt


    Batch No. in Delivery Note


    Batch-wise Stock Balance Report

    To check batch-wise stock balance report, go to:

    Stock > Standard Reports > Batch-wise Balance History


    diff --git a/erpnext/docs/user/manual/en/stock/articles/managing-fractions-in-uom.md b/erpnext/docs/user/manual/en/stock/articles/managing-fractions-in-uom.md new file mode 100644 index 00000000000..75acd387df1 --- /dev/null +++ b/erpnext/docs/user/manual/en/stock/articles/managing-fractions-in-uom.md @@ -0,0 +1,34 @@ +

    Managing Fractions in UoM

    + +

    Managing Fractions in UoM

    + +UoM stands for Unit of Measurement. Few examples of UoM are Numbers (Nos), Kgs, Litre, Meter, Box, Carton etc. + +There are few UoMs which cannot have value decimal places. For example, if we have television for an item, with Nos as its UoM, we cannot have 1.5 Nos. of television, or 3.7 Nos. of computer sets. The value of quantity for these items must be whole number. + +You can configure if particular UoM can have value in decimal place or no. Bydefault, decimal places will be allowed in all the UoMs. To restrict decimal places or value in fraction for any UoM, you should follow these steps. + +####UoM List + +For UoM list, go to: + +`Stock > Setup > UoM` + +For the list of UoM, select one which you want to restrict value in fraction. Let's assume that UoM is Nos. + +####Configure + +In the UoM form, you will find a field called "Must be whole number". Check this field to restrict user from enter decimal places in quantity field for item with this UoM. + +![UoM Whole No]({{docs_base_url}}/assets/img/articles/$SGrab_390.png) + +####While Creating Entry + +While creating transaction, if you enter value in fraction for item who's UoM has "Must be whole number" checked, you will get error message stating: + +`Quantity cannot be a fraction at row #` + +![UoM Fraction Error]({{docs_base_url}}/assets/img/articles/$SGrab_389.png) + + + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/stock/articles/opening-stock-balance-entry-for-the-serialized-and-batch-item.md b/erpnext/docs/user/manual/en/stock/articles/opening-stock-balance-entry-for-the-serialized-and-batch-item.md new file mode 100644 index 00000000000..5251a8e4ef7 --- /dev/null +++ b/erpnext/docs/user/manual/en/stock/articles/opening-stock-balance-entry-for-the-serialized-and-batch-item.md @@ -0,0 +1,63 @@ +

    Opening Stock Balance Entry for the Serialized and Batch Item

    + +

    Opening Stock Balance Entry for the Serialized and Batch Item

    + +Items for which Serial No. and Batch No. is maintained, opening stock balance entry for them will be update via Stock Entry. [Click here to learn how serialized inventory is managed in ERPNext](https://erpnext.com/user-guide/stock/serialized-inventory). + +Why Opening Balance entry for the Serialized and Batch Item cannot be updated via Stock Reconciliation? + +In the ERPNext, stock level of a serialized items is derived based on the count of Serial Nos for that item. Hence, unless Serial Nos. are created for the serialized item, its stock level will not be updated. In the Stock Reconciliation Tool, you can only update opening quantity of an item, and not their Serial No. and Batch No. + +Let's check steps for create opening stock balance entry for the Serialized and Batch item. + +#### Step 1: New Stock Entry + +`Stock > Stock Entry > New` + +#### Step 2: Select Purpose + +Stock Entry Purpose should be updated as `Material Receipt`. + +#### Step 3: Update Posting Date + +Posting Date should be date on which you wish to update opening balance for an item. + +#### Step 4: Update Target Warehouse + +Target Warehouse will be one in which opening balance of an item will be updated. + +#### Step 5: Select Items + +Select Items in the Stock Entry table. + +#### Step 6: Update Opening Qty + +For the serialized item, you should update as many Serial Nos as their Qty. If you have updated Prefix in the Item master, on the submission of Stock Entry Serial Nos. will be auto-created following that prefix. + +![Item Serial No. Prefix]({{docs_base_url}}/assets/img/articles/Screen Shot 2015-02-19 at 5.13.50 pm.png) + +For a batch item, you should provide Batch ID in which opening balance will be updated. You should keep batch master ready, and updated it for the Batch Item. To create new Batch, go to: + +`Stock > Setup > Batch > New` + +[Click here to learn how Batchwise inventory is managed in ERPNext](https://erpnext.com/user-guide/stock/batchwise-inventory). + +#### Step 7: Update Valuation Rate an Item + +Valuation Rate is the mandatory field, where you should update `per unit value of item`. If you have unit of items having different valuation rates, they should be updated in a separate row, with different Valuation Rate. + +#### Step 8: Difference Account + +As per perpetual inventory valuation system, accounting entry is created for every stock entry. Accounting system followed in the ERPNext requires Total Debit in an entry matching with Total Credit. On the submission of Stock Entry, system Debits accounting ledger of a Warehouse by total value of items. To balance the same, we use Temporary Liability account in the Difference Account field. [Click here to learn more about use of Temporary Accounts in updating opening balance](https://erpnext.com/kb/accounts/updating-opening-balance-in-accounts-using-temporary-account). + +![Difference Account]({{docs_base_url}}/assets/img/articles/Screen Shot 2015-02-19 at 5.20.52 pm.png) + +#### Step 9: Save and Submit Stock Entry + +On submission of Stock Entry, stock ledger entry will be posted, and opening balance will be updated for the items on a given posting date. + +If Serial Nos. for your items are set to be created based on prefix, then on submission of Stock Entry, Serial Nos. will be created as well. + +![Serial No Creation]({{docs_base_url}}/assets/img/articles/Screen Shot 2015-02-19 at 5.28.57 pm.png) + + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/stock/articles/repack-entry.md b/erpnext/docs/user/manual/en/stock/articles/repack-entry.md new file mode 100644 index 00000000000..59bf9835f75 --- /dev/null +++ b/erpnext/docs/user/manual/en/stock/articles/repack-entry.md @@ -0,0 +1,35 @@ +

    Repack Entry

    + +

    Repack Entry

    + +If you buy items in bulk to be repacked into smaller packs, you can create a **Stock Entry** of type "Repack". For example, item bought in tons can be repacked into Kgs. + +Notes: +1. Separate purchase and repacked Items must be made. +2. Repack entry can be made with or without BOM (Bill of Material). + +Let's check below scenario to understand this better. + +Assume you buy crude oil in barrel, and get diesel and gasoline as its output. To create production entry, go to: + +#### 1. New Stock Entry + +`Stock > Documents > Stock Entry > New Stock Entry` + +#### 2. Enter Items + +Select Purpose as 'Repack Entry'. + +For raw-material/input item, only Source Warehouse will be provided. + +For repacked/production item, only Target Warehouse will be entered. You will have to provide valuation for the repacked/production item. + +![New STE]({{docs_base_url}}/assets/img/articles/Selection_071.png) + +#### 3. Submit Stock Entry + +On submitting Stock Entry, stock of input item will be reduced from Source Warehouse, and stock of repacked/production item will be added in the Target Warehouse. + +![New STE]({{docs_base_url}}/assets/img/articles/Selection_072.png) + + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/stock/articles/serial-no-naming.md b/erpnext/docs/user/manual/en/stock/articles/serial-no-naming.md new file mode 100644 index 00000000000..c4e8774e406 --- /dev/null +++ b/erpnext/docs/user/manual/en/stock/articles/serial-no-naming.md @@ -0,0 +1,41 @@ +

    Serial No. Naming

    + +

    Serial No. Naming

    + +Serial Nos. are unique value assigned on each unit of an item. Serial no. helps in locating and tracking item's warranty and expiry details. + +To make item Serialized, in the Item master, on selecting **Has Serial No** field should be updated as "Yes". + +There are two ways Serial no. can be generated in ERPNext. + +###1. Serializing Purchase Items + +If purchased items are received with Serial Nos. applied by OEM (original equipment manufacturer), you should follow this approach. While creating Purchase Receipt, you shall scan or manually enter Serial nos. for an item. On submitting Purchase Receipt, Serial Nos. will be created in the backend as per Serial No. entered for an item. + +If received items already has its Serial No. barcoded, you can simply scan that barcode for entering Serial No. in the Purchase Receipt. Click [here](https://frappe.io/blog/management/using-barcodes-to-ease-data-entry) to learn more about it. + +On submission of Purchase Receipt or Stock entry for the serialized item, Serial Nos. will be auto-generated. + +![Serial Nos]({{docs_base_url}}/assets/img/articles/Selection_061.png) + +Generated Serial numbers will be updated for each item. + +![Serial Nos]({{docs_base_url}}/assets/img/articles/Selection_062.png) + +###2. Serializing Manufacturing Item + +To Serialize Manufacturing Item, you can define Series for Serial No. Generation in the Item master itself. Following that series, system will create Serial Nos. for Item when its Production entry is made. + +####2.1 Serial No. Series + +When Item is set as serialized, it will allow you to mentioned Series for it. + +![Item Serial No. Series]({{docs_base_url}}/assets/img/articles/Selection_049.png) + +####2.2 Production Entry for Serialized Item + +On submission of production entry for manufacturing item, system will automatically generate Serial Nos. following Series as specified in the Item master. + +![Serial No]({{docs_base_url}}/assets/img/articles/Selection_054.png) + + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/stock/articles/stock-entry-purpose.md b/erpnext/docs/user/manual/en/stock/articles/stock-entry-purpose.md new file mode 100644 index 00000000000..26b63469273 --- /dev/null +++ b/erpnext/docs/user/manual/en/stock/articles/stock-entry-purpose.md @@ -0,0 +1,53 @@ +

    Stock Entry Purpose

    + +

    Stock Entry Purpose

    + +Stock Entry document records Item movement from a Warehouse, to a Warehouse and between Warehouses. And in stock entry form selection of 'Purpose' belongs to type of item movement. Following are the uses of Stock Entry Purposes in stock entry form. + +#### 1.Purpose = Material Issue + +This purpose is selected to issue item from a warehouse. In this stock entry, you should define Source Warehouse only. This type of stock entry can be perform for adjustment of serialized inventory. + +![Material Issue]({{docs_base_url}}/assets/img/articles/Selection_440.png) + +#### 2.Purpose = Material Receipt + +This purpose is selected to receive item in a warehouse. In this stock entry, you should define Target Warehouse only. This type of stock entry can be perform for adjustment of serialized inventory. + +![Material Receipt]({{docs_base_url}}/assets/img/articles/Selection_442.png) + +#### 3.Purpose = Material Transfer + +This purpose is selected to transfer item from warehouse to warehouse or to transfer raw material for production. In this stock entry, you should define Source Warehouse and Target Warehouse also. + +![Material Transfer]({{docs_base_url}}/assets/img/articles/Selection_443.png) + +#### 4.Purpose = Manufacture + +This purpose is selected to perform finished goods entry. This purpose is auto selected in stock entry form, when you Update Finished Goods entry from Submitted Production Order. ![Check this page to know more about Manufacturing](https://erpnext.com/user-guide/guide-books/engineer-to-order/stock-entry) + +![Manufacture]({{docs_base_url}}/assets/img/articles/Selection_444.png) + +#### 5.Purpose = Repack + +This purpose is selected to perform repack of item. ![Check this page to know more about Repack entry](https://erpnext.com/kb/stock/repack-entry) + +#### 6.Purpose = Subcontract + +This purpose is selected to transfer row material to supplier for manufacturing subcontracting item.![Check this page to know more about Subcontracting](https://erpnext.com/user-guide/manufacturing/subcontracting) + +![Subcontract]({{docs_base_url}}/assets/img/articles/Selection_445.png) + +#### 6.Purpose = Sales Return + +This purpose is selected to receive returned item by customer. ![Check this page to know more about Sales Return](https://erpnext.com/user-guide/stock/sales-return) + +![Sales Return]({{docs_base_url}}/assets/img/articles/Selection_446.png) + +#### 6.Purpose = Purchase Return + +This purpose is selected to issue purchased item to supplier. ![Check this page to know more about Purchase Return](https://erpnext.com/user-guide/stock/purchase-return) + +![Purchase Return]({{docs_base_url}}/assets/img/articles/Selection_447.png) + + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/stock/articles/stock-level-report.md b/erpnext/docs/user/manual/en/stock/articles/stock-level-report.md new file mode 100644 index 00000000000..fa9261298fc --- /dev/null +++ b/erpnext/docs/user/manual/en/stock/articles/stock-level-report.md @@ -0,0 +1,41 @@ +

    Stock Level Report

    + +

    Stock Level Report

    + +Stock Level report list stock item's quantity available in a particular warehouse. + +There are multiple reports available you can check for item's stock level. + +####Stock Projected Quantity Report + +You can access this report from `Stock > Main Report > Stock Projected Quantity` + +This report list item wise - warehouse wise stock level of an item considering all the stock transactions. With Actual Quantity of an item, it also provide other details like: + +1. Actual Qty: Quantity available in the warehouse. +2. Planned Qty: Quantity, for which, Production Order has been raised, but is pending to be manufactured. +3. Requested Qty: Quantity requested for purchase, but not ordered. +4. Ordered Qty: Quantity ordered for purchase, but not received. +5. Reserved Qty: Quantity ordered for sale, but not delivered. +6. Project Qty: Project Quantity is calculated as + +
    Projected Qty = Actual Qty + Planned Qty + Requested Qty + Ordered Qty - Reserved Qty
    + +The projected inventory is used by the planning system to monitor the reorder point and to determine the reorder quantity. The projected Quantity is used by the planning engine to monitor the safety stock levels. These levels are maintained to serve unexpected demands. + +Having a tight control of the projected inventory is crucial to determine shortages and to calculate the right order quantity. + +####Stock Balance Report + +Stock Ledger report helps you check stock balance of an item on a given date. + +You can access this report from + +`Stock > Main Report > Stock Balance` + +This allows you to go back in time, and check what was stock level of an item in a particular warehouse in the near past. + +With item's stock levels, you will also get their valuation details in this report. + +Based on the date filters, this report provides item's Opening Stock on From Date, and Closing Stock on To From. It will also list the In Quantity and Out Quantity for an item between the date range. + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/stock/articles/track-items-using-barcode.md b/erpnext/docs/user/manual/en/stock/articles/track-items-using-barcode.md new file mode 100644 index 00000000000..5b0d99af11f --- /dev/null +++ b/erpnext/docs/user/manual/en/stock/articles/track-items-using-barcode.md @@ -0,0 +1,20 @@ +

    Track items using Barcode

    + +A barcode, is a code using multiple lines and spaces of varying widths, designed to represent some alpha-numeric characters. For example, in retail, it generally represents item code / serial number. Most barcode scanners behave like an external keyboard. When it scans a barcode, the data appears in the computer screens at the point of cursor. + +To enable barcode feature in ERPNext go to `Setup –> Customize –> Features Setup` and check "Item Barcode" option. +![Features Setup]({{docs_base_url}}/assets/img/articles/feature-setup-barcode.png) + +Now, a new field "Barcode" will be appear in Item master, enter barcode while creating a new item. You can update barcode field for existing items using "Data Import Tool". + +If you are creating your own barcode, then you should print those same barcodes and attach to your products. +![Item Barcode]({{docs_base_url}}/assets/img/articles/item-barcode.png) + + +Once you have updated barcode field in item master, you can fetch items using barcode in Delivery Note, Sales Invoice and Purchase Receipt document. + +For example, in Delivery Note Item table, a new field "Barcode" will be appear and if you point your mouse cursor to that field and scan the barcode using Barcode Scanner, the code will appear in that field. At the same time, system will pull item details, based on the barcode. +![Delivery Note Barcode]({{docs_base_url}}/assets/img/articles/delivery-note-barcode.png) + + + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/stock/articles/using-batch-feature-in-stock-entry.md b/erpnext/docs/user/manual/en/stock/articles/using-batch-feature-in-stock-entry.md new file mode 100644 index 00000000000..eeb5cdfdab9 --- /dev/null +++ b/erpnext/docs/user/manual/en/stock/articles/using-batch-feature-in-stock-entry.md @@ -0,0 +1,13 @@ +

    Using Batch feature in Stock Entry.

    + +1. You need to first create an Item Master Record. You can do so by typing 'new Item' in the Awesome bar. + +2. In the Item Master fill in all item related details. In the 'Inventory' section select 'Has Batch No.' as 'YES' + + NOTE: This option can be changed after submit but only as long as there are no Stock Entries created against that Item. Once an Stock Entry is created against that item this field freezes. To modify it again you need to cancel all outstanding 'Stock Entries' +3. You can then create a batch. To do so you can type 'new Batch' in the Awesome bar. +4. Fill in the batch related details and save the Doc. + +5. Now in Stock Transaction You can associate a batch against that item under the 'Serial No / Batch' Section.
    +
    diff --git a/erpnext/docs/user/guides/stock/batch.md b/erpnext/docs/user/manual/en/stock/batch.md similarity index 93% rename from erpnext/docs/user/guides/stock/batch.md rename to erpnext/docs/user/manual/en/stock/batch.md index 4cb7f064e7a..e6a1253b722 100644 --- a/erpnext/docs/user/guides/stock/batch.md +++ b/erpnext/docs/user/manual/en/stock/batch.md @@ -16,7 +16,7 @@ Batch master is created before creation of Purchase Receipt. Hence eveytime there is Purchase Receipt or Production entry being made for a batch item, you will first create its Batch No, and then select it in Purcase order or Production Entry. -batch +batch > Note: In stock transactions, Batch IDs will be filtered based on Item Code, Warehouse, Batch Expiry Date (compared with Posting date of a transaction) and Actual Qty in Warehouse. diff --git a/erpnext/docs/user/guides/stock/delivery-note.md b/erpnext/docs/user/manual/en/stock/delivery-note.md similarity index 88% rename from erpnext/docs/user/guides/stock/delivery-note.md rename to erpnext/docs/user/manual/en/stock/delivery-note.md index 1cdf41f547e..f7e7f1e11e6 100644 --- a/erpnext/docs/user/guides/stock/delivery-note.md +++ b/erpnext/docs/user/manual/en/stock/delivery-note.md @@ -13,7 +13,7 @@ create a new Delivery Note from: or from a “Submitted” Sales Order (that is not already shipped) by clicking on “Make Delivery Note”. -Delivery Note +Delivery Note You can also “fetch” the details from an unshipped Sales Order. @@ -22,7 +22,7 @@ details are carried over from your Sales Order. ### Shipping Packets or Items with Product Bundle -If you are shipping Items that have a [Product Bundle]({{url_prefix}}/user/guides/selling/setup/sales-bom.html), ERPNext will automatically +If you are shipping Items that have a [Product Bundle]({{docs_base_url}}/user/guides/selling/setup/sales-bom.html), ERPNext will automatically create a “Packing List” table for you based on the sub-Items in that Item. If your Items are serialized, then for Product Bundle type of Items, you will have diff --git a/erpnext/docs/user/guides/stock/index.md b/erpnext/docs/user/manual/en/stock/index.md similarity index 100% rename from erpnext/docs/user/guides/stock/index.md rename to erpnext/docs/user/manual/en/stock/index.md diff --git a/erpnext/docs/user/guides/stock/index.txt b/erpnext/docs/user/manual/en/stock/index.txt similarity index 64% rename from erpnext/docs/user/guides/stock/index.txt rename to erpnext/docs/user/manual/en/stock/index.txt index 75e9cbf2f63..cd36ac61588 100644 --- a/erpnext/docs/user/guides/stock/index.txt +++ b/erpnext/docs/user/manual/en/stock/index.txt @@ -12,4 +12,9 @@ accounting-of-inventory-stock tools setup sales-return -purchase-return \ No newline at end of file +purchase-return +articles +item-price +item-valuation-fifo-and-moving-average +opening-stock +stock-how-to diff --git a/erpnext/docs/user/manual/en/stock/installation-note.md b/erpnext/docs/user/manual/en/stock/installation-note.md new file mode 100644 index 00000000000..05196529a9f --- /dev/null +++ b/erpnext/docs/user/manual/en/stock/installation-note.md @@ -0,0 +1,5 @@ +You can use installation note to record the instalation of a product having a serial number. + +Installation Note + +{next} \ No newline at end of file diff --git a/erpnext/docs/user/guides/stock/item-price.md b/erpnext/docs/user/manual/en/stock/item-price.md similarity index 83% rename from erpnext/docs/user/guides/stock/item-price.md rename to erpnext/docs/user/manual/en/stock/item-price.md index a235341cef0..b877e8dd558 100644 --- a/erpnext/docs/user/guides/stock/item-price.md +++ b/erpnext/docs/user/manual/en/stock/item-price.md @@ -14,7 +14,7 @@ Step 1: Select Price List You can create multiple Price List in ERPNext to track Selling and Buying Price List of an item separtely. Also if item's selling prices id changing based on territory, or due to other criteria, you can create multiple selling Price List for it. -![Item Price list]({{url_prefix}}/assets/old_images/erpnext/item-price-list.png) +![Item Price list]({{docs_base_url}}/assets/old_images/erpnext/item-price-list.png) On selection of Price List, its currency and for selling or buying property will be fetched as well. @@ -24,13 +24,13 @@ Step 2: Select Item Select item for which Item Price record is to be created. On selection of Item Code, Item Name and Description will be fetched as well. -![Item Price Item]({{url_prefix}}/assets/old_images/erpnext/item-price-item.png) +![Item Price Item]({{docs_base_url}}/assets/old_images/erpnext/item-price-item.png) Step 3: Enter Rate Enter selling/buying rate of an item in Price List currency. -![Item Price Rate]({{url_prefix}}/assets/old_images/erpnext/item-price-rate.png) +![Item Price Rate]({{docs_base_url}}/assets/old_images/erpnext/item-price-rate.png) Step 4: Save Item Price diff --git a/erpnext/docs/user/guides/stock/item-valuation-fifo-and-moving-average.md b/erpnext/docs/user/manual/en/stock/item-valuation-fifo-and-moving-average.md similarity index 95% rename from erpnext/docs/user/guides/stock/item-valuation-fifo-and-moving-average.md rename to erpnext/docs/user/manual/en/stock/item-valuation-fifo-and-moving-average.md index 3cabe3585be..9344870081c 100644 --- a/erpnext/docs/user/guides/stock/item-valuation-fifo-and-moving-average.md +++ b/erpnext/docs/user/manual/en/stock/item-valuation-fifo-and-moving-average.md @@ -19,7 +19,7 @@ There are two major ways in which ERPNext values your items. * **FIFO (First In First Out):** In this system, ERPNext assumes that you will consume / sell those Items first which you bought first. For example, if you buy an Item at price X and then after a few days at price Y, whenever you sell your Item, ERPNext will reduce the quantity of the Item priced at X first and then Y. -![FIFO]({{url_prefix}}/assets/old_images/erpnext/fifo.png) +![FIFO]({{docs_base_url}}/assets/old_images/erpnext/fifo.png) * **Moving Average:** In this method, ERPNext assumes that the value of the item at any point is the average price of the units of that Item in stock. For example, if the value of an Item is X in a Warehouse with quantity Y and another quantity Y1 is added to the Warehouse at cost X1, the new value X2 would be: diff --git a/erpnext/docs/user/guides/stock/item/index.md b/erpnext/docs/user/manual/en/stock/item/index.md similarity index 85% rename from erpnext/docs/user/guides/stock/item/index.md rename to erpnext/docs/user/manual/en/stock/item/index.md index 89ec5e5c51a..4fe0aad7c29 100644 --- a/erpnext/docs/user/guides/stock/item/index.md +++ b/erpnext/docs/user/manual/en/stock/item/index.md @@ -5,11 +5,11 @@ ERPNext is optimized for itemized management of your sales and purchase. If you ## Item Properties * **Item Name:** Item name is the actual name of your product or service. - * **Item Code:** Item Code is a short-form to denote your Item. If you have very few Items, it is advisable to keep the Item Name and the Item Code same. This helps new users to recognise and update Item details in all transactions. In case you have lot of Items with long names and the list runs in hundreds, it is advisable to code. To understand naming Item codes see [Item Codification]({{url_prefix}}/user/guides/stock/item/item-codification.html) - * **Item Group:** Item Group is used to categorize an Item under various criterias like products, raw materials, services, sub-assemblies, consumables or all Item groups. Create your default Item Group list under Setup> Item Group and pre-select the option while filling your New Item details under [Item Group]({{url_prefix}}/user/guides/stock/setup/item-group.html) + * **Item Code:** Item Code is a short-form to denote your Item. If you have very few Items, it is advisable to keep the Item Name and the Item Code same. This helps new users to recognise and update Item details in all transactions. In case you have lot of Items with long names and the list runs in hundreds, it is advisable to code. To understand naming Item codes see [Item Codification]({{docs_base_url}}/user/guides/stock/item/item-codification.html) + * **Item Group:** Item Group is used to categorize an Item under various criterias like products, raw materials, services, sub-assemblies, consumables or all Item groups. Create your default Item Group list under Setup> Item Group and pre-select the option while filling your New Item details under [Item Group]({{docs_base_url}}/user/guides/stock/setup/item-group.html) * **Default Unit of Measure:** This is the default measuring unit that you will use for your product. It could be in nos, kgs, meters, etc. You can store all the UOM’s that your product will require under Set Up> Master Data > UOM. These can be preselected while filling New Item by using % sign to get a pop up of the UOM list. * **Brand:** If you have more than one brand save them under Set Up> Master Data> Brand and pre-select them while filling a New Item. - * **Variant:** A Item Variant is a different version of a Item.To learn more about managing varaints see [Item Variants]({{url_prefix}}/user/guides/stock/item/item-variants.html) + * **Variant:** A Item Variant is a different version of a Item.To learn more about managing varaints see [Item Variants]({{docs_base_url}}/user/guides/stock/item/item-variants.html) ### Upload an Image @@ -34,7 +34,7 @@ These numbers help to track individual units or batches of Items which you sell. > Important: Once you mark an item as serialized or batched or neither, you cannot change it after you have made any stock entry. - * [Discussion on Serialized Inventory]({{url_prefix}}/user/guides/setting-up/stock-reconciliation-for-non-serialized-item.html) + * [Discussion on Serialized Inventory]({{docs_base_url}}/user/guides/setting-up/stock-reconciliation-for-non-serialized-item.html) ### Re Ordering @@ -50,7 +50,7 @@ tax Account, “VAT 10%” and this particular Item is exempted from tax, then y select “VAT 10%” in the first column, and set “0” as the tax rate in the second column. -Go to [Setting Up Taxes]({{url_prefix}}/user/guides/setting-up/setting-up-taxes.html) to understand this topic in detail. +Go to [Setting Up Taxes]({{docs_base_url}}/user/guides/setting-up/setting-up-taxes.html) to understand this topic in detail. ### Inspection @@ -66,7 +66,7 @@ Length, Finish etc. ### Purchase Details -![Purchase Details]({{url_prefix}}/assets/old_images/erpnext/item-purchase.png) +![Purchase Details]({{docs_base_url}}/assets/old_images/erpnext/item-purchase.png) **Lead time days:** Lead time days are the number of days required for the Item to reach the warehouse. @@ -76,7 +76,7 @@ Length, Finish etc. ### Sales Details -![Sales Details]({{url_prefix}}/assets/old_images/erpnext/item-sales.png) +![Sales Details]({{docs_base_url}}/assets/old_images/erpnext/item-sales.png) **Default Income Account:** Income account selected here will be fetched automatically in sales invoice for this item. @@ -84,8 +84,8 @@ Length, Finish etc. ### Manufacturing And Website -![Manufacturing]({{url_prefix}}/assets/old_images/erpnext/item-manufacturing-website.png) +![Manufacturing]({{docs_base_url}}/assets/old_images/erpnext/item-manufacturing-website.png) -Visit [Manufacturing]({{url_prefix}}/user/guides/manufacturing.html) and [Website ]({{url_prefix}}/user/guides/website.html)to understand these topics in detail. +Visit [Manufacturing]({{docs_base_url}}/user/guides/manufacturing.html) and [Website ]({{docs_base_url}}/user/guides/website.html)to understand these topics in detail. {next} diff --git a/erpnext/docs/user/manual/en/stock/item/index.txt b/erpnext/docs/user/manual/en/stock/item/index.txt new file mode 100644 index 00000000000..eadae6ce24a --- /dev/null +++ b/erpnext/docs/user/manual/en/stock/item/index.txt @@ -0,0 +1,6 @@ +item-codification +item-variants +purchase-details.md +reorder.md +purchase-details.md +reorder.md \ No newline at end of file diff --git a/erpnext/docs/user/guides/stock/item/item-codification.md b/erpnext/docs/user/manual/en/stock/item/item-codification.md similarity index 100% rename from erpnext/docs/user/guides/stock/item/item-codification.md rename to erpnext/docs/user/manual/en/stock/item/item-codification.md diff --git a/erpnext/docs/user/guides/stock/item/item-variants.md b/erpnext/docs/user/manual/en/stock/item/item-variants.md similarity index 63% rename from erpnext/docs/user/guides/stock/item/item-variants.md rename to erpnext/docs/user/manual/en/stock/item/item-variants.md index 256a37ead86..c10addb1066 100644 --- a/erpnext/docs/user/guides/stock/item/item-variants.md +++ b/erpnext/docs/user/manual/en/stock/item/item-variants.md @@ -6,19 +6,19 @@ To use Item Variants in ERPNext, create an Item and check 'Has Variants' * The Item shall then be referred as a 'Template' -Has Variants +Has Variants On selecting 'Has Variants' a table shall appear. Specify the variant attributes for the Item in the table. In case the attribute has Numeric Values, you can specify the range and increment values here. -Valid Attributes +Valid Attributes > Note: You cannot make Transactions against a 'Template' To create 'Item Variants' against a 'Template' select 'Make Variants' -Make Variants +Make Variants -Make Variants +Make Variants -To learn more about setting Attributes Master check [Item Attributes]({{url_prefix}}/user/guides/stock/setup/item-attribute.html) +To learn more about setting Attributes Master check [Item Attributes]({{docs_base_url}}/user/guides/stock/setup/item-attribute.html) diff --git a/erpnext/docs/user/guides/stock/item/purchase-details.md b/erpnext/docs/user/manual/en/stock/item/purchase-details.md similarity index 89% rename from erpnext/docs/user/guides/stock/item/purchase-details.md rename to erpnext/docs/user/manual/en/stock/item/purchase-details.md index 47f724c1f70..5749178448b 100644 --- a/erpnext/docs/user/guides/stock/item/purchase-details.md +++ b/erpnext/docs/user/manual/en/stock/item/purchase-details.md @@ -7,7 +7,7 @@ When this Item is delivered, the delivery date and the expiry period is saved in A warranty means a guarantee or a promise which provides assurance by one party to the other party which allows for a legal remedy if that promise is not true or followed. A warranty period is a time period in which a purchased product may be returned or exchanged. -![Warranty]({{url_prefix}}/assets/old_images/erpnext/faq-warranty.png) +![Warranty]({{docs_base_url}}/assets/old_images/erpnext/faq-warranty.png) # How To Name A Manufacturer Part Number? @@ -17,6 +17,6 @@ Go to the purchase details section of the Item form, and enter the number on the A manufacturer part number is a series of numbers and /or letters that has been given to a part by the manufacturer. The manufacturer part number belongs to the manufacturer and helps distinguish the part from other manufacturers. If two parts come from different manufacturers, they will have different MPNs. This allows businesses to identify which company made the part. -![Part No]({{url_prefix}}/assets/old_images/erpnext/faq-manufacturer-part-no.png) +![Part No]({{docs_base_url}}/assets/old_images/erpnext/faq-manufacturer-part-no.png) __For Example:__ A refrigerator will have different parts which will have manufacturer part number. Thus, when any part fails and you want to replace it, you can simply order that part based on its part number. diff --git a/erpnext/docs/user/guides/stock/item/reorder.md b/erpnext/docs/user/manual/en/stock/item/reorder.md similarity index 88% rename from erpnext/docs/user/guides/stock/item/reorder.md rename to erpnext/docs/user/manual/en/stock/item/reorder.md index 34a079f13e6..4537d9519b3 100644 --- a/erpnext/docs/user/guides/stock/item/reorder.md +++ b/erpnext/docs/user/manual/en/stock/item/reorder.md @@ -8,7 +8,7 @@ Go to the Re-order section of the Item form in the Stock module. The Re-order level is the point at which stock on a particular item has diminished to a point where it needs to be replenished. To order based on Re-order level can avoid shortages. Re-order level can be determined based on the lead time and the average daily consumption. -![Reorder Level]({{url_prefix}}/assets/old_images/erpnext/faq-reorder-level.png) +![Reorder Level]({{docs_base_url}}/assets/old_images/erpnext/faq-reorder-level.png) __For example:__ You can set your reorder level of bath towels at 10. When there are only 10 towels remaining in stock, the system will either send a mail or take action depending upon what you have selected in global settings. @@ -20,7 +20,7 @@ To setup Reorder quantity, go to the Re-order section of the Item form. In the f Re-order quantity is the quantity to order, so that the sum of ordering cost and holding cost is at its minimum.The re-order quantity is based on the minimum order quantity specified by the supplier and many other factors. -![Reorder Quantity]({{url_prefix}}/assets/old_images/erpnext/faq-reorder-qty.png) +![Reorder Quantity]({{docs_base_url}}/assets/old_images/erpnext/faq-reorder-qty.png) __For example:__ If reorder level is 100 items, your reorder quantity may not necessarily be 100 items. The Reorder quantity can be greater than or equal to reorder level. It may depend upon lead time, discount, transportation and average daily consumption. diff --git a/erpnext/docs/user/guides/stock/material-request.md b/erpnext/docs/user/manual/en/stock/material-request.md similarity index 77% rename from erpnext/docs/user/guides/stock/material-request.md rename to erpnext/docs/user/manual/en/stock/material-request.md index 69ce0ea9b39..784778d8262 100644 --- a/erpnext/docs/user/guides/stock/material-request.md +++ b/erpnext/docs/user/manual/en/stock/material-request.md @@ -1,7 +1,7 @@ A Material Request is a simple document identifying a requirement of a set of Items (products or services) for a particular reason. -![Workflow]({{url_prefix}}/assets/old_images/erpnext/material-request-workflow.jpg) +![Workflow]({{docs_base_url}}/assets/old_images/erpnext/material-request-workflow.jpg) To generate a Material Request manually go to: @@ -9,14 +9,14 @@ To generate a Material Request manually go to: #### Creating Material Request -Material Request +Material Request A Material Request can be generated: * Automatically from a Sales Order. * Automatically when the Projected Quantity of an Item in stores reaches a particular level. * Automatically from your Bill of Materials if you use Production Plan to plan your manufacturing activities. - * If your Items are inventory items, you must also mention the Warehouse where you expect these Items to be delivered. This helps to keep track of the [Projected Quantity]({{url_prefix}}/user/guides/stock/projected-quantity.html) for this Item. + * If your Items are inventory items, you must also mention the Warehouse where you expect these Items to be delivered. This helps to keep track of the [Projected Quantity]({{docs_base_url}}/user/guides/stock/projected-quantity.html) for this Item. A Material Request can be of type: diff --git a/erpnext/docs/user/guides/stock/opening-stock.md b/erpnext/docs/user/manual/en/stock/opening-stock.md similarity index 91% rename from erpnext/docs/user/guides/stock/opening-stock.md rename to erpnext/docs/user/manual/en/stock/opening-stock.md index ef285d20aa5..463eef4dead 100644 --- a/erpnext/docs/user/guides/stock/opening-stock.md +++ b/erpnext/docs/user/manual/en/stock/opening-stock.md @@ -10,6 +10,6 @@ In both cases, you should enter "Difference/Expense Account" as **Temporary Open If you are not making opening Stock Entry, you can select "Stock Adjustment" account in Difference/Expense Account field which is an expense account. -To understand Opening Stock for serialzed Items visit [Stock Reconciliation]({{url_prefix}}/user/guides/setting-up/stock-reconciliation-for-non-serialized-item.html) +To understand Opening Stock for serialzed Items visit [Stock Reconciliation]({{docs_base_url}}/user/guides/setting-up/stock-reconciliation-for-non-serialized-item.html) {next} diff --git a/erpnext/docs/user/guides/stock/projected-quantity.md b/erpnext/docs/user/manual/en/stock/projected-quantity.md similarity index 90% rename from erpnext/docs/user/guides/stock/projected-quantity.md rename to erpnext/docs/user/manual/en/stock/projected-quantity.md index 796d427f4ed..9251a1b3c2d 100644 --- a/erpnext/docs/user/guides/stock/projected-quantity.md +++ b/erpnext/docs/user/manual/en/stock/projected-quantity.md @@ -11,7 +11,7 @@ maintained to serve unexpected demands. Having a tight control of the projected inventory is crucial to determine shortages and to calculate the right order quantity. -![Projected Quantity Stock Report]({{url_prefix}}/assets/old_images/erpnext/projected-quantity-stock-report.png) +![Projected Quantity Stock Report]({{docs_base_url}}/assets/old_images/erpnext/projected-quantity-stock-report.png) > Projected Qty = Actual Qty + Planned Qty + Requested Qty + Ordered Qty - diff --git a/erpnext/docs/user/guides/stock/purchase-receipt.md b/erpnext/docs/user/manual/en/stock/purchase-receipt.md similarity index 96% rename from erpnext/docs/user/guides/stock/purchase-receipt.md rename to erpnext/docs/user/manual/en/stock/purchase-receipt.md index 68f29d47606..0f43b5884e7 100644 --- a/erpnext/docs/user/guides/stock/purchase-receipt.md +++ b/erpnext/docs/user/manual/en/stock/purchase-receipt.md @@ -10,7 +10,7 @@ You can make a Purchase Receipt directly from: or from a “Submitted” Purchase Order, by clicking on “Make Purchase Receipt”. -Purchase Receipt +Purchase Receipt ### Rejections diff --git a/erpnext/docs/user/guides/stock/purchase-return.md b/erpnext/docs/user/manual/en/stock/purchase-return.md similarity index 67% rename from erpnext/docs/user/guides/stock/purchase-return.md rename to erpnext/docs/user/manual/en/stock/purchase-return.md index 5a924a2c1e6..328ed082572 100644 --- a/erpnext/docs/user/guides/stock/purchase-return.md +++ b/erpnext/docs/user/manual/en/stock/purchase-return.md @@ -6,16 +6,16 @@ You can create a Purchase Return by simply making a Purchase Receipt with negati First open the original Purchase Receipt, against which supplier delivered the items. -Original Purchase Receipt +Original Purchase Receipt Then click on "Make Purchase Return", it will open a new Purchase Receipt with "Is Return" checked, items and taxes with negative amount. -Return Against Purchase Receipt +Return Against Purchase Receipt On submission of Return Purchase Return, system will decrease item qty from the mentioned warehouse. To maintain correct stock valuation, stock balance will also go up according to the original purchase rate of the returned items. -Return Stock Ledger +Return Stock Ledger If Perpetual Inventory enabled, system will also post accounting entry against warehouse account to sync warehouse account balance with stock balance as per Stock Ledger. -Return Stock Ledger \ No newline at end of file +Return Stock Ledger \ No newline at end of file diff --git a/erpnext/docs/user/guides/stock/sales-return.md b/erpnext/docs/user/manual/en/stock/sales-return.md similarity index 71% rename from erpnext/docs/user/guides/stock/sales-return.md rename to erpnext/docs/user/manual/en/stock/sales-return.md index 15b8b11b214..1ce922d5c69 100644 --- a/erpnext/docs/user/guides/stock/sales-return.md +++ b/erpnext/docs/user/manual/en/stock/sales-return.md @@ -6,22 +6,22 @@ In ERPNext, you can create a Sales Return by simply making a Delivery Note / Sal First open the original Delivery Note / Sales Invoice, against which customer returned the items. -Original Delivery Note +Original Delivery Note Then click on "Make Sales Return", it will open a new Delivery Note with "Is Return" checked, items and taxes with negative amount. -Return Against Delivery Note +Return Against Delivery Note You can also create the return entry against original Sales Invoice, to return stock along with credit note, check "Update Stock" option in Return Sales Invoice. -Return Against Sales Invoice +Return Against Sales Invoice On submission of Return Delivery Note / Sales Invoice, system will increase stock balance in the mentioned warehouse. To maintain correct stock valuation, stock balance will go up according to the original purchase rate of the returned items. -Return Stock Ledger +Return Stock Ledger In case of Return Sales Invoice, Customer account will be credited and associated income and tax account will be debited. If Perpetual Inventory enabled, system will also post accounting entry against warehouse account to sync warehouse account balance with stock balance as per Stock Ledger. -Return Stock Ledger \ No newline at end of file +Return Stock Ledger \ No newline at end of file diff --git a/erpnext/docs/user/guides/stock/serial-no.md b/erpnext/docs/user/manual/en/stock/serial-no.md similarity index 94% rename from erpnext/docs/user/guides/stock/serial-no.md rename to erpnext/docs/user/manual/en/stock/serial-no.md index 678bd4d4f7f..fbbfb1ae3f9 100644 --- a/erpnext/docs/user/guides/stock/serial-no.md +++ b/erpnext/docs/user/manual/en/stock/serial-no.md @@ -20,7 +20,7 @@ Stock transaction (Stock Entry, Purchase Receipt, Delivery Note, Sales Invoice). When a new Serial No is created directly, its warehouse cannot be set. -Serial Number +Serial Number * The Status is set based on Stock Entry. diff --git a/erpnext/docs/user/guides/stock/setup/index.md b/erpnext/docs/user/manual/en/stock/setup/index.md similarity index 100% rename from erpnext/docs/user/guides/stock/setup/index.md rename to erpnext/docs/user/manual/en/stock/setup/index.md diff --git a/erpnext/docs/user/guides/stock/setup/index.txt b/erpnext/docs/user/manual/en/stock/setup/index.txt similarity index 100% rename from erpnext/docs/user/guides/stock/setup/index.txt rename to erpnext/docs/user/manual/en/stock/setup/index.txt diff --git a/erpnext/docs/user/guides/stock/setup/item-attribute.md b/erpnext/docs/user/manual/en/stock/setup/item-attribute.md similarity index 50% rename from erpnext/docs/user/guides/stock/setup/item-attribute.md rename to erpnext/docs/user/manual/en/stock/setup/item-attribute.md index a39c9ee8fc2..0b2ab748a08 100644 --- a/erpnext/docs/user/guides/stock/setup/item-attribute.md +++ b/erpnext/docs/user/manual/en/stock/setup/item-attribute.md @@ -1,16 +1,16 @@ You can define Attributes and attribute values for your Item Variants here. -Attribute Master +Attribute Master #### Non Numeric Attributes * For Non Numeric Attributes, specify attributes values along with its abbreviation in the Attribute Value Table. -Attribute Master +Attribute Master #### Numeric Attributes * If your attribute is Numeric, select Numeric Values * Specify the Range and the Increment Value -Attribute Master +Attribute Master diff --git a/erpnext/docs/user/guides/stock/setup/item-group.md b/erpnext/docs/user/manual/en/stock/setup/item-group.md similarity index 64% rename from erpnext/docs/user/guides/stock/setup/item-group.md rename to erpnext/docs/user/manual/en/stock/setup/item-group.md index 1d2343d4859..cf6a75a1661 100644 --- a/erpnext/docs/user/guides/stock/setup/item-group.md +++ b/erpnext/docs/user/manual/en/stock/setup/item-group.md @@ -5,7 +5,7 @@ product is used as a raw-material, you have to name it under the Raw-material category. In case, your product is used only in trading, you can categorise it under Trading. -Item Group Tree +Item Group Tree ### Create a Item Group @@ -13,7 +13,7 @@ under Trading. * Select 'Add Child' -Add Item Group +Add Item Group ### Delete an Item Group @@ -21,6 +21,6 @@ under Trading. * Select 'delete' -Add Item Group +Add Item Group {next} diff --git a/erpnext/docs/user/manual/en/stock/setup/stock-settings.md b/erpnext/docs/user/manual/en/stock/setup/stock-settings.md new file mode 100644 index 00000000000..f8cb9eaa9d2 --- /dev/null +++ b/erpnext/docs/user/manual/en/stock/setup/stock-settings.md @@ -0,0 +1,5 @@ +You can set default settings for your stock related transactions here. + +Stock Settings + +{next} \ No newline at end of file diff --git a/erpnext/docs/user/guides/stock/stock-entry.md b/erpnext/docs/user/manual/en/stock/stock-entry.md similarity index 87% rename from erpnext/docs/user/guides/stock/stock-entry.md rename to erpnext/docs/user/manual/en/stock/stock-entry.md index ab8bf12d048..b7e0860d3a5 100644 --- a/erpnext/docs/user/guides/stock/stock-entry.md +++ b/erpnext/docs/user/manual/en/stock/stock-entry.md @@ -5,7 +5,7 @@ To make a Stock Entry you have to go to: > Stock > Stock Entry > New -Stock Entry +Stock Entry Stock Entries can be made for the following purposes: @@ -27,15 +27,15 @@ If the stock entry is an incoming entry i.e any item is receiving at a target wa To add additional costs, enter the description and amount of the cost in the Additional Costs table. -Stock Entry Additional Costs +Stock Entry Additional Costs The added additional costs will be distributed among the receiving items (where the target warehouse mentioned) proportionately based on Basic Amount of the items. And the distributed additional cost will be added to the basic rate of the item, to calculate valuation rate. -Stock Entry Item Valuation Rate +Stock Entry Item Valuation Rate If perpetual inventory system is enabled, additional costs will be booked in "Expense Included In Valuation" account. -Additional Costs General Ledger +Additional Costs General Ledger > **Note:** To update Stock from a spreadsheet, see Stock Reconciliation. diff --git a/erpnext/docs/user/guides/stock/stock-how-to.md b/erpnext/docs/user/manual/en/stock/stock-how-to.md similarity index 100% rename from erpnext/docs/user/guides/stock/stock-how-to.md rename to erpnext/docs/user/manual/en/stock/stock-how-to.md diff --git a/erpnext/docs/user/guides/stock/tools/index.md b/erpnext/docs/user/manual/en/stock/tools/index.md similarity index 100% rename from erpnext/docs/user/guides/stock/tools/index.md rename to erpnext/docs/user/manual/en/stock/tools/index.md diff --git a/erpnext/docs/user/guides/stock/tools/index.txt b/erpnext/docs/user/manual/en/stock/tools/index.txt similarity index 100% rename from erpnext/docs/user/guides/stock/tools/index.txt rename to erpnext/docs/user/manual/en/stock/tools/index.txt diff --git a/erpnext/docs/user/guides/stock/tools/landed-cost-voucher.md b/erpnext/docs/user/manual/en/stock/tools/landed-cost-voucher.md similarity index 97% rename from erpnext/docs/user/guides/stock/tools/landed-cost-voucher.md rename to erpnext/docs/user/manual/en/stock/tools/landed-cost-voucher.md index aa146b47f7a..1209aff1fdb 100644 --- a/erpnext/docs/user/guides/stock/tools/landed-cost-voucher.md +++ b/erpnext/docs/user/manual/en/stock/tools/landed-cost-voucher.md @@ -20,7 +20,7 @@ You can update landed cost any time in the future via Landed Cost Voucher. In the document, you can select multiple Purchase Receipts and fetch all items from those Purchase Receipts. Then you should add applicable charges in “Taxes and Charges” table. You can easily delete an item if the added charges is not applicable to that item. The added charges are proportionately distributed among all the items based their amount. -Landed Cost Vouher +Landed Cost Vouher ### What happend on submission? diff --git a/erpnext/docs/user/guides/stock/tools/packing-slip.md b/erpnext/docs/user/manual/en/stock/tools/packing-slip.md similarity index 70% rename from erpnext/docs/user/guides/stock/tools/packing-slip.md rename to erpnext/docs/user/manual/en/stock/tools/packing-slip.md index 2c133bd9cdc..0820959677b 100644 --- a/erpnext/docs/user/guides/stock/tools/packing-slip.md +++ b/erpnext/docs/user/manual/en/stock/tools/packing-slip.md @@ -2,6 +2,6 @@ A packing slip is a document listing the items in a shipment. Usually attached t While Shipping a product 'Draft' for Delivery Notes are created. You can make a Packing Slip from these Delivery Notes (Draft) -Packing Slip +Packing Slip {next} \ No newline at end of file diff --git a/erpnext/docs/user/guides/stock/tools/quality-inspection.md b/erpnext/docs/user/manual/en/stock/tools/quality-inspection.md similarity index 61% rename from erpnext/docs/user/guides/stock/tools/quality-inspection.md rename to erpnext/docs/user/manual/en/stock/tools/quality-inspection.md index 175fa235534..34bea40dcce 100644 --- a/erpnext/docs/user/guides/stock/tools/quality-inspection.md +++ b/erpnext/docs/user/manual/en/stock/tools/quality-inspection.md @@ -3,6 +3,6 @@ Inspection. To enable ERPNext to perform this function, go to : > Stock > Quality Inspection > New -Quality Inspection +Quality Inspection {next} \ No newline at end of file diff --git a/erpnext/docs/user/guides/stock/warehouse.md b/erpnext/docs/user/manual/en/stock/warehouse.md similarity index 94% rename from erpnext/docs/user/guides/stock/warehouse.md rename to erpnext/docs/user/manual/en/stock/warehouse.md index 60dd30cd074..d86f4015569 100644 --- a/erpnext/docs/user/guides/stock/warehouse.md +++ b/erpnext/docs/user/manual/en/stock/warehouse.md @@ -9,7 +9,7 @@ could also go to the Setup module and click on Warehouse under Master Data. > Stock > Warehouse > New Warehouse -Warehouse +Warehouse In ERPNext, every Warehouse must belong to a specific company, to maintain company wise stock balance. The Warehouses are saved with their respective diff --git a/erpnext/docs/user/guides/support/index.md b/erpnext/docs/user/manual/en/support/index.md similarity index 100% rename from erpnext/docs/user/guides/support/index.md rename to erpnext/docs/user/manual/en/support/index.md diff --git a/erpnext/docs/user/guides/support/index.txt b/erpnext/docs/user/manual/en/support/index.txt similarity index 100% rename from erpnext/docs/user/guides/support/index.txt rename to erpnext/docs/user/manual/en/support/index.txt diff --git a/erpnext/docs/user/guides/support/issue.md b/erpnext/docs/user/manual/en/support/issue.md similarity index 94% rename from erpnext/docs/user/guides/support/issue.md rename to erpnext/docs/user/manual/en/support/issue.md index 984a00bac7f..246af8dc11a 100644 --- a/erpnext/docs/user/guides/support/issue.md +++ b/erpnext/docs/user/manual/en/support/issue.md @@ -11,7 +11,7 @@ Frappe system. > Support > Issue > New Issue -Issue +Issue #### Discussion Thread diff --git a/erpnext/docs/user/guides/support/maintenance-schedule.md b/erpnext/docs/user/manual/en/support/maintenance-schedule.md similarity index 90% rename from erpnext/docs/user/guides/support/maintenance-schedule.md rename to erpnext/docs/user/manual/en/support/maintenance-schedule.md index 1ae3a3079c9..e2115626012 100644 --- a/erpnext/docs/user/guides/support/maintenance-schedule.md +++ b/erpnext/docs/user/manual/en/support/maintenance-schedule.md @@ -10,7 +10,7 @@ To create a new Maintenance Schedule go to: > Support > Maintenance Schedule > New Maintenance Schedule -Maintenance Schedule +Maintenance Schedule In the Maintenance Schedule, there are two sections: diff --git a/erpnext/docs/user/guides/support/maintenance-visit.md b/erpnext/docs/user/manual/en/support/maintenance-visit.md similarity index 80% rename from erpnext/docs/user/guides/support/maintenance-visit.md rename to erpnext/docs/user/manual/en/support/maintenance-visit.md index 4f2bdbf3325..e93260d9f12 100644 --- a/erpnext/docs/user/guides/support/maintenance-visit.md +++ b/erpnext/docs/user/manual/en/support/maintenance-visit.md @@ -4,7 +4,7 @@ Maintenance Visit from: > Support > Maintenance Visit > New Maintenance Visit -Maintenance Visit +Maintenance Visit The Maintenance Visit contains information about the: diff --git a/erpnext/docs/user/guides/support/warranty-claim.md b/erpnext/docs/user/manual/en/support/warranty-claim.md similarity index 91% rename from erpnext/docs/user/guides/support/warranty-claim.md rename to erpnext/docs/user/manual/en/support/warranty-claim.md index a9d1b8bb778..0a58e18fd62 100644 --- a/erpnext/docs/user/guides/support/warranty-claim.md +++ b/erpnext/docs/user/manual/en/support/warranty-claim.md @@ -15,7 +15,7 @@ To create a new **Warranty Claim**: > Support > Warranty Claim > New Warranty Claim -![Warranty Claim]({{url_prefix}}/assets/img/support/warranty-claim.png) +![Warranty Claim]({{docs_base_url}}/assets/img/support/warranty-claim.png) If a Customer visit is required to address the issue, you can create a new Maintenance Visit record from this. diff --git a/erpnext/docs/user/manual/en/using-erpnext/articles/adding-attachments-to-outgoing-messages.md b/erpnext/docs/user/manual/en/using-erpnext/articles/adding-attachments-to-outgoing-messages.md new file mode 100644 index 00000000000..91f79504146 --- /dev/null +++ b/erpnext/docs/user/manual/en/using-erpnext/articles/adding-attachments-to-outgoing-messages.md @@ -0,0 +1,10 @@ +

    Adding Attachments to Outgoing Messages

    + +ERPNext has in-built file manage system. Click [here](https://erpnext.com/kb/tools/managing-attachments) to learn more on how attachments are managed in ERPNext. + +If you have some files attached in your transaction (say Purchase Order), which needs to be emailed with Purchase Order details. When click on Email option, at the end of the Communication dialog box, you will find all the attachments listed with check-box option. You should check files which needs to be emailed as an attachment to recipient. + +![Emailing Attachments]({{docs_base_url}}/assets/img/articles/$SGrab_422.png) + + + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/using-erpnext/articles/check-link-between-documents.md b/erpnext/docs/user/manual/en/using-erpnext/articles/check-link-between-documents.md new file mode 100644 index 00000000000..27ad6503e81 --- /dev/null +++ b/erpnext/docs/user/manual/en/using-erpnext/articles/check-link-between-documents.md @@ -0,0 +1,27 @@ +

    Checking Link Between Documents

    + +Linked With function in ERPNext allows you checking a document is linked with which other documents. You will find Linked With function in the every document. + +![linked with icon]({{docs_base_url}}/assets/img/articles/Screen Shot 2015-02-10 at 5.32.56 pm.png) + +####Scenario + +If you need to check which Delivery Note and Sales Invoice has been created against Sales Order, you should open Sales Order document, and click on Linked With in it. + +![Sales Order Links]({{docs_base_url}}/assets/img/articles/Screen Shot 2015-02-10 at 5.35.44 pm.png) + +Since Sales Order is a centralize transaction, using linked-with option in the Sales Order, you can track complete deal, like billing done, purchases made, manufacturing development against this particular order. + +####How It Works? + +When you check Linked With in for a Sales Order, it lists all the record where this Sales Order ID is updated. It will not show documents where this Sales Order Id is entered as text, and not in the link field. + +####Backward Links + +If I check Linked With in the Delivery Note, will it list Sales Order created before this delivery note? + +Linked With function works only for the forward linkages. For the backward linkages, you should check current document itself. In the Delivery Note, you can check Item table to see which Sales Order it is linked with. + +![Linked With Backward]({{docs_base_url}}/assets/img/articles/Screen Shot 2015-02-10 at 5.36.23 pm.png) + + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/using-erpnext/articles/delete-submitted-document.md b/erpnext/docs/user/manual/en/using-erpnext/articles/delete-submitted-document.md new file mode 100644 index 00000000000..dad85ad2dba --- /dev/null +++ b/erpnext/docs/user/manual/en/using-erpnext/articles/delete-submitted-document.md @@ -0,0 +1,27 @@ +

    Delete Submitted Document

    + +ERPNext allows you to assign deletion permission exclusively to User. Only those users will be able to delete records. Click [here](/user-guide/setting-up/permissions/role-based-permissions) to learn more about permissions. + +To delete any document from system you should cancel all linked documents. For example if you need to delete Sales Order, but Delivery Note and Sales Invoice has already been created against that Sales Order. Then you should cancel and delete documents in reverse order, i.e. Sales Invoice, Delivery Note and then Sales Order. If payment entry was also made against Sales Invoice, then you should first Cancel and Delete that Journal Voucher, and then come to Sales Invoice. + +Following are step to delete submitted documents. + +####1. Cancel Document + +To be able to delete Submitted document, it must be cancelled first. After document is cancelled, you will find option to delete it. + +![Cancel Sales Order]({{docs_base_url}}/assets/img/articles/Selection_064.png) + +####2. Delete Document + +After cancellation, go to File menu and click on Delete option. + +![Cancel Sales Order]({{docs_base_url}}/assets/img/articles/Selection_066.png) + +#### Deleting from List + +For bulk deletion, you can select multiple Cancelled records and delete them at once from the list. + +![Cancel Sales Order List]({{docs_base_url}}/assets/img/articles/Selection_069.png) + + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/using-erpnext/articles/duplicate-record.md b/erpnext/docs/user/manual/en/using-erpnext/articles/duplicate-record.md new file mode 100644 index 00000000000..2a1c0b48dec --- /dev/null +++ b/erpnext/docs/user/manual/en/using-erpnext/articles/duplicate-record.md @@ -0,0 +1,17 @@ +

    Duplicate a Record

    + +ERPNext allows you to duplicate existing record. With this, you get values of existing record into new form, and create entries faster. + +####Scenario + +An electronic supplier receives a repeat order from an existing customer. Since new order will have details just like previous order, you can open previous order, and Copy it to create new order faster. On copying, details of the previous transaction will be updated in the new form. You can make changes where needed and submit the transaction. + +You will find Copy option under: + +File > Copy + +![Copy]({{docs_base_url}}/assets/img/articles/Order Copy.png) + +When Copy function is executed, values are mapped field-by-field from existing to new form. + + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/using-erpnext/articles/index.md b/erpnext/docs/user/manual/en/using-erpnext/articles/index.md new file mode 100644 index 00000000000..4e1be287e18 --- /dev/null +++ b/erpnext/docs/user/manual/en/using-erpnext/articles/index.md @@ -0,0 +1 @@ +{content} \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/using-erpnext/articles/index.txt b/erpnext/docs/user/manual/en/using-erpnext/articles/index.txt new file mode 100644 index 00000000000..460fa1624ca --- /dev/null +++ b/erpnext/docs/user/manual/en/using-erpnext/articles/index.txt @@ -0,0 +1,10 @@ +adding-attachments-to-outgoing-messages +check-link-between-documents +delete-submitted-document +duplicate-record +managing-attachments +merging-documents +rename-tool +renaming-documents +search-filters +tree-master-renaming \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/using-erpnext/articles/managing-attachments.md b/erpnext/docs/user/manual/en/using-erpnext/articles/managing-attachments.md new file mode 100644 index 00000000000..e7420b7bf07 --- /dev/null +++ b/erpnext/docs/user/manual/en/using-erpnext/articles/managing-attachments.md @@ -0,0 +1,20 @@ +

    Adding Attachments in a Documents

    + +ERPNext allows to attach files with documents like Order, Invoices, Items etc. User with a read permission on particular document will also be able to access files attached with it. For example, Sales Order can have text file attached detailing item description and specification as decided with customers. Also it can be image file of drawing as per which product is to be manufactured. + +Open to attach file is at the footer of a form. + +![Sales Order File Attachment]({{docs_base_url}}/assets/img/articles/$SGrab_406.png) + +Click on Attach to browse and select the file. + +![Sales Order Select File]({{docs_base_url}}/assets/img/articles/$SGrab_407.png) + +If you maintain separate server for the files, or use online service like Dropbox, you can provide link of a particular file in the document in ERPNext. + +![Sales Order File Link]({{docs_base_url}}/assets/img/articles/$SGrab_408.png) + +`For hosted users, limit of 1 MB is applied on file size.` + +To ensure there are not many files attached against the document, which can lead to your system slowing down, you can set limit as how many files can be attached against particular document. Click [here](https://erpnext.com/kb/customize/increase-max-attachments) to learn more about it. + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/using-erpnext/articles/merging-documents.md b/erpnext/docs/user/manual/en/using-erpnext/articles/merging-documents.md new file mode 100644 index 00000000000..08a262037d8 --- /dev/null +++ b/erpnext/docs/user/manual/en/using-erpnext/articles/merging-documents.md @@ -0,0 +1,32 @@ +

    Merging Documents

    + +Document merging feature is available in ERPNext. You can done this via 'Rename' feature in ERPNext. + +Following are step to merge document in existing document. Let's assume we are merging Account Ledger. + +#### 1: Go to Chart of Account + +`Accounts > Setup > Chart of Accounts` + +#### 2: Go to Account + +Click on Rename option of that account, which you want to merge in existing account. + +#### 3: Merge Account + +Enter existing account name in New Name field and check Mark on "Merge with existing" option. Then press 'Rename' button to merge. + +![Account]({{docs_base_url}}/assets/img/articles/Selection_043.png) + +Following is how merged account will appear in the Chart of Account master. + +![New Account]({{docs_base_url}}/assets/img/articles/Selection_044.png) + +###Effect of Merging + +Merging document affects existing transaction where this record is selected. As well as it will affected on existing document balance. + +
    Note: You can't merge Group into Ledger documents. As well as Ledger into Group documents. Also this feature is applicable for few documents only.
    + + + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/using-erpnext/articles/rename-tool.md b/erpnext/docs/user/manual/en/using-erpnext/articles/rename-tool.md new file mode 100644 index 00000000000..3bae21d7681 --- /dev/null +++ b/erpnext/docs/user/manual/en/using-erpnext/articles/rename-tool.md @@ -0,0 +1,37 @@ +

    Rename Tool

    + +ERPNext has Renaming Tool which allows you to rectify/change record id for existing records. This facility can be only performed by User with System Manager's role. + +There are two ways you can rename records in your account. You can follow the approach based on how many records needs to be renamed. + +###Rename Record via Rename Tool + +Using this tool you can correct/rectify primary ids of 500 records at a time. + +Following are step to rename bulk records in ERPNext. Let's assume we are renaming Item Codes for existing Items. + +#### Step 1: Open Excel File + +In new excel file enter old Item Ids in one column and enter new Item Ids in exact next column. Then save data file in .csv format. + +![Data File]({{docs_base_url}}/assets/img/articles/Selection_018ef32b6.png) + +#### Step 2: Upload Data File + +To upload data file go to, + +`Setup > Data > Rename Tool` + +Select DocType which you want to rename. Here DocType will be Item. Then Browse and Upload data file. + +![Upload Data]({{docs_base_url}}/assets/img/articles/Selection_0173436a8.png) + +Following are the renamed Item Codes. + +![New Name]({{docs_base_url}}/assets/img/articles/Selection_019bf0547.png) + +###Rename Individual Document + +Click [here](https://erpnext.com/kb/tools/renaming-documents) for detailed steps on how to rename document one by one. + + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/using-erpnext/articles/renaming-documents.md b/erpnext/docs/user/manual/en/using-erpnext/articles/renaming-documents.md new file mode 100644 index 00000000000..064f41d1b90 --- /dev/null +++ b/erpnext/docs/user/manual/en/using-erpnext/articles/renaming-documents.md @@ -0,0 +1,69 @@ +

    Renaming Documents

    + +ERPNext has Renaming feature which allows you to correct primary id of a record. + +Following are step to rename document in ERPNext. Let's assume we are renaming Item Code for existing Item. + +#### 1. Go to Item + +`Stock > Documents > Item List > (Open Item)` + +Open Item for which Item Code needs to be renamed. + +#### 2. Go to File + +![Item]({{docs_base_url}}/assets/img/articles/Selection_013.png) + +#### 3. Rename + +Enter desired Item Code, and click on "Rename". + +![Renamed Item]({{docs_base_url}}/assets/img/articles/Selection_0149d98bf.png) + +###Effect of Renaming + +Renaming document affects existing transaction where this record is selected. Consider given example, Item Code for a given item will be updated in the existing transaction as well. + +###See Also + +1. [Bulk Renaming](https://erpnext.com/kb/tools/rename-tool) +2. [Document Merging](https://erpnext.com/kb/tools/merging-documents) + +**List of Renamable Documents** + +1. Contact +2. Address +3. Warehouse +4. Supplier +5. Customer +6. User +7. Sales Partner +8. Project +9. Cost Center +10. Item Group +11. Item +12. Company +13. Role +14. Earning Type +15. Note +16. Serial No +17. Account +18. Territory +19. Terms and Conditions +20. Supplier Type +21. Workstation +22. Employee +23. Sales Taxes and Charges Master +24. Purchase Taxes and Charges Master +25. Price List +26. Party Type +27. Mode of Payment +28. Designation +29. Department +30. Deduction Type +31. Customer Group +32. Brand +33. Branch +34. Sales Person + + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/using-erpnext/articles/search-filters.md b/erpnext/docs/user/manual/en/using-erpnext/articles/search-filters.md new file mode 100644 index 00000000000..0853ab1de7f --- /dev/null +++ b/erpnext/docs/user/manual/en/using-erpnext/articles/search-filters.md @@ -0,0 +1,39 @@ +

    Search Filters

    + +Search Filter option allows user to filter records based on value in the specific fields of that form. + +Search Filter option is available on the List View page of transactions. + +![Filter in List]({{docs_base_url}}/assets/img/articles/$SGrab_323.png) + +Each filter option has three fields to select value in. + +#### Field + +Select field of the form based on which you wish to filter records. + +![Filter Field]({{docs_base_url}}/assets/img/articles/$SGrab_327.png) + +#### Based On + +With Field, you will provide a value. In the based on field, you can define a criterion that when filter should be applied in record. It will be when value define for the field if filter is: + +![Filter Based On]({{docs_base_url}}/assets/img/articles/$SGrab_328.png) + +#### Value + +A value should be entered in this field based on while records will be filtered. + +![Filter Value]({{docs_base_url}}/assets/img/articles/$SGrab_329.png) + +After filter is applied, records will be filtered based on it. And filter will shrunk under one field/button. + +![Filter Result]({{docs_base_url}}/assets/img/articles/$SGrab_330.png) + +On the transactions, Document Status - Not Equal To - Cancelled is applied by default. With this, Cancelled transactions are hidden from the list. + +![Default filter]({{docs_base_url}}/assets/img/articles/$SGrab_331.png) + +You can apply multiple filters on a list of transactions one-by-one. To remove specific filter, just click on cancelled (X) sign ahead of it. + + diff --git a/erpnext/docs/user/manual/en/using-erpnext/articles/tree-master-renaming.md b/erpnext/docs/user/manual/en/using-erpnext/articles/tree-master-renaming.md new file mode 100644 index 00000000000..30aa979dd55 --- /dev/null +++ b/erpnext/docs/user/manual/en/using-erpnext/articles/tree-master-renaming.md @@ -0,0 +1,29 @@ +

    Tree Master Renaming

    + +There are various master which are maintained in tree structure. Click [here](https://erpnext.com/kb/setup/managing-tree-structure-masters) to learn more about tree structured masters in ERPNext. + +Following are the steps to be followed for renaming Account/Ledger ID, master which is maintained in tree structure. These steps will be applicable for renaming any master which is maintained in tree structure. + +#### Step 1: Go to Chart of Account + +`Accounts > Setup > Chart of Accounts` + +#### Step 2: Go to Account + +Expand Chart of Accounts and click on that account which you want to rename. When you click on that account, you will find Rename option. + +![Account]({{docs_base_url}}/assets/img/articles/Selection_028.png) + +#### Step 2: Rename Account + +On clicking Rename option, dialog box will give you field to enter New Name for this Account. You should enter new name for the Account/Ledger and click on "Rename" button. On clicking Rename button, existing account will be renamed. + +![Account]({{docs_base_url}}/assets/img/articles/Selection_029.png) + +Following is how renamed account will appear in the Chart of Account master. + +![New Account]({{docs_base_url}}/assets/img/articles/Selection_030.png) + + + + \ No newline at end of file diff --git a/erpnext/docs/user/guides/collaboration-tools/assignment.md b/erpnext/docs/user/manual/en/using-erpnext/assignment.md similarity index 78% rename from erpnext/docs/user/guides/collaboration-tools/assignment.md rename to erpnext/docs/user/manual/en/using-erpnext/assignment.md index d78cf0c7add..6ecd377ae5d 100644 --- a/erpnext/docs/user/guides/collaboration-tools/assignment.md +++ b/erpnext/docs/user/manual/en/using-erpnext/assignment.md @@ -10,16 +10,16 @@ Following are the steps to assign document to another user. Assign to option is located at the footer of document. Clicking on Assignment Icon on the tool bar will fast-forward you to footer of same document. -![Assigned To Icon]({{url_prefix}}/assets/old_images/erpnext/assigned-to-icon.png) +![Assigned To Icon]({{docs_base_url}}/assets/old_images/erpnext/assigned-to-icon.png) -![Assigned To]({{url_prefix}}/assets/old_images/erpnext/assigned-to.png) +![Assigned To]({{docs_base_url}}/assets/old_images/erpnext/assigned-to.png) #### Step 2: Assign to User In the Assign To section, you will find option to select User to whom this document will be assigned to. You can assign one document to multiple people at a time. -![Assign User]({{url_prefix}}/assets/old_images/erpnext/assign-user.png) +![Assign User]({{docs_base_url}}/assets/old_images/erpnext/assign-user.png) With assignment, you can also leave a comment for the review of asignee. @@ -27,13 +27,13 @@ With assignment, you can also leave a comment for the review of asignee. This transaction will appear in the To-do list of the ser in “Todo” section. -![Assign Todo]({{url_prefix}}/assets/old_images/erpnext/assign-todo.png) +![Assign Todo]({{docs_base_url}}/assets/old_images/erpnext/assign-todo.png) ####Removing Assignment User will be able to remove assignment by clicking on "Assignment Completed" button in the document. -![Assign Remove]({{url_prefix}}/assets/old_images/erpnext/assign-remove.png) +![Assign Remove]({{docs_base_url}}/assets/old_images/erpnext/assign-remove.png) Once assignment is set as completed, Status of its ToDo record will be set as Closed. diff --git a/erpnext/docs/user/guides/collaboration-tools/calendar.md b/erpnext/docs/user/manual/en/using-erpnext/calendar.md similarity index 75% rename from erpnext/docs/user/guides/collaboration-tools/calendar.md rename to erpnext/docs/user/manual/en/using-erpnext/calendar.md index 5750777025c..de564be67a6 100644 --- a/erpnext/docs/user/guides/collaboration-tools/calendar.md +++ b/erpnext/docs/user/manual/en/using-erpnext/calendar.md @@ -11,7 +11,7 @@ To create event manually, you should first determine Calender View. If Event's s This view will 24 hours of a day broken in various slots. You should click on slot for Event Start Time, and drag it down till you reach event end time. -![Calender Event Manually]({{url_prefix}}/assets/old_images/erpnext/calender-event-manually.png) +![Calender Event Manually]({{docs_base_url}}/assets/old_images/erpnext/calender-event-manually.png) Based on the selection of time slot, Start Time and End Time will be updated in the Event master. Then you can set subject for an event, and save it. @@ -19,7 +19,7 @@ Based on the selection of time slot, Start Time and End Time will be updated in In the Lead form, you will find a field called Next Contact By and Next Contact Date. Event will be auto created for date and person person specified in this field. -![Calender Event Lead]({{url_prefix}}/assets/old_images/erpnext/calender-event-lead.png) +![Calender Event Lead]({{docs_base_url}}/assets/old_images/erpnext/calender-event-lead.png) ####Birthday Event @@ -30,7 +30,7 @@ Birthday Event is created based on Date of Birth specified in the Employee maste You can set events as recurring in specific interval by Checking the "Repeat This Event". -![Calender Event Recurring]({{url_prefix}}/assets/old_images/erpnext/calender-event-recurring.png) +![Calender Event Recurring]({{docs_base_url}}/assets/old_images/erpnext/calender-event-recurring.png) ###Permission for Event @@ -38,7 +38,7 @@ You can set Event as Private or Public. Private Events will be visible only to y Public Event, like Birthday will be visible to all. -![Calender Event Permission]({{url_prefix}}/assets/old_images/erpnext/calender-event-permission.png) +![Calender Event Permission]({{docs_base_url}}/assets/old_images/erpnext/calender-event-permission.png) ###Event Reminders @@ -48,7 +48,7 @@ There are two ways you can receive email reminder for an event. In the Event master, checking "Send an email reminder in the morning" will trigger notifcation email to all the participants for this event. -![Calender Event Notification]({{url_prefix}}/assets/old_images/erpnext/calender-event-notification.png) +![Calender Event Notification]({{docs_base_url}}/assets/old_images/erpnext/calender-event-notification.png) ####Create Email Digest @@ -58,6 +58,6 @@ Email Digest can be set from: `Setup > Email > Email Digest` -![Calender Email Digest]({{url_prefix}}/assets/old_images/erpnext/calender-email-digest.png) +![Calender Email Digest]({{docs_base_url}}/assets/old_images/erpnext/calender-email-digest.png) {next} diff --git a/erpnext/docs/user/guides/collaboration-tools/collaborating-around-forms.md b/erpnext/docs/user/manual/en/using-erpnext/collaborating-around-forms.md similarity index 73% rename from erpnext/docs/user/guides/collaboration-tools/collaborating-around-forms.md rename to erpnext/docs/user/manual/en/using-erpnext/collaborating-around-forms.md index 11c7b818e67..2de6f12ef27 100644 --- a/erpnext/docs/user/guides/collaboration-tools/collaborating-around-forms.md +++ b/erpnext/docs/user/manual/en/using-erpnext/collaborating-around-forms.md @@ -4,7 +4,7 @@ You can email any transaction from the system by clicking on the “Assigned to button in the right sidebar. A log of all your sent emails will be maintained in Communication. -![Forms]({{url_prefix}}/assets/old_images/erpnext/forms.png) +![Forms]({{docs_base_url}}/assets/old_images/erpnext/forms.png) ### Comments @@ -14,6 +14,6 @@ be added in the right sidebar. ### Tags -[Read more about Tags]({{url_prefix}}/user/guides/collaboration-tools/tags.html) +[Read more about Tags]({{docs_base_url}}/user/guides/collaboration-tools/tags.html) {next} diff --git a/erpnext/docs/user/guides/collaboration-tools/index.md b/erpnext/docs/user/manual/en/using-erpnext/index.md similarity index 100% rename from erpnext/docs/user/guides/collaboration-tools/index.md rename to erpnext/docs/user/manual/en/using-erpnext/index.md diff --git a/erpnext/docs/user/guides/collaboration-tools/index.txt b/erpnext/docs/user/manual/en/using-erpnext/index.txt similarity index 89% rename from erpnext/docs/user/guides/collaboration-tools/index.txt rename to erpnext/docs/user/manual/en/using-erpnext/index.txt index d02b6d94d69..259835e38c2 100644 --- a/erpnext/docs/user/guides/collaboration-tools/index.txt +++ b/erpnext/docs/user/manual/en/using-erpnext/index.txt @@ -5,3 +5,4 @@ notes calendar assignment tags +articles diff --git a/erpnext/docs/user/guides/collaboration-tools/messages.md b/erpnext/docs/user/manual/en/using-erpnext/messages.md similarity index 67% rename from erpnext/docs/user/guides/collaboration-tools/messages.md rename to erpnext/docs/user/manual/en/using-erpnext/messages.md index a905aeb546a..dfa052625ad 100644 --- a/erpnext/docs/user/guides/collaboration-tools/messages.md +++ b/erpnext/docs/user/manual/en/using-erpnext/messages.md @@ -3,10 +3,10 @@ If you send a message to a user, and the user is logged in, it will appear as a popup message and the unread messages counter in the top toolbar will be updated. -![Message List]({{url_prefix}}/assets/old_images/erpnext/message-list.png) +![Message List]({{docs_base_url}}/assets/old_images/erpnext/message-list.png) You can choose to send message to all the users, or to specific user. -![Messsage To]({{url_prefix}}/assets/old_images/erpnext/message-to.png) +![Messsage To]({{docs_base_url}}/assets/old_images/erpnext/message-to.png) {next} diff --git a/erpnext/docs/user/guides/collaboration-tools/notes.md b/erpnext/docs/user/manual/en/using-erpnext/notes.md similarity index 82% rename from erpnext/docs/user/guides/collaboration-tools/notes.md rename to erpnext/docs/user/manual/en/using-erpnext/notes.md index a9abc4069fa..cc88aec7652 100644 --- a/erpnext/docs/user/guides/collaboration-tools/notes.md +++ b/erpnext/docs/user/manual/en/using-erpnext/notes.md @@ -8,13 +8,13 @@ You can store your long notes under this section. It can contain your partner li Enter Title and Context. -![Note]({{url_prefix}}/assets/old_images/erpnext/note.png) +![Note]({{docs_base_url}}/assets/old_images/erpnext/note.png) ####Set Permissions to select Users To make Note accessible for all, check "Public" under links section. If specific Note is to be made accessible to specific user, they shall be selected in the Share With table. -![Note Permission]({{url_prefix}}/assets/old_images/erpnext/note-permission.png) +![Note Permission]({{docs_base_url}}/assets/old_images/erpnext/note-permission.png)
    Notes can also be used as a knowledge base internally. You can also attach file in the Notes, and make it accessible to specific set of users only.
    diff --git a/erpnext/docs/user/guides/collaboration-tools/tags.md b/erpnext/docs/user/manual/en/using-erpnext/tags.md similarity index 77% rename from erpnext/docs/user/guides/collaboration-tools/tags.md rename to erpnext/docs/user/manual/en/using-erpnext/tags.md index 7ada9f517db..6f6c9834ac8 100644 --- a/erpnext/docs/user/guides/collaboration-tools/tags.md +++ b/erpnext/docs/user/manual/en/using-erpnext/tags.md @@ -1,5 +1,5 @@ Like Assignments and Comments, you can also add your own tags to each type of transactions. These tags can help you search a document and also classify it. ERPNext will also show you all the important tags in the document list. -![Tags]({{url_prefix}}/assets/old_images/erpnext/tags-in-list.png) +![Tags]({{docs_base_url}}/assets/old_images/erpnext/tags-in-list.png) {next} diff --git a/erpnext/docs/user/guides/collaboration-tools/to-do.md b/erpnext/docs/user/manual/en/using-erpnext/to-do.md similarity index 76% rename from erpnext/docs/user/guides/collaboration-tools/to-do.md rename to erpnext/docs/user/manual/en/using-erpnext/to-do.md index af1c5ac1fcc..03f84d58226 100644 --- a/erpnext/docs/user/guides/collaboration-tools/to-do.md +++ b/erpnext/docs/user/manual/en/using-erpnext/to-do.md @@ -1,10 +1,10 @@ To Do is a simple tool where all the activities [assigned](https://erpnext.com/collaboration-tools/assignment) to you and assigned by you are listed. You can also add your own to-do items in the list. -![Todo List]({{url_prefix}}/assets/old_images/erpnext/todo-list.png) +![Todo List]({{docs_base_url}}/assets/old_images/erpnext/todo-list.png) When task is completed, you should simply remove assignment from the assigned document. With this, task will be removed from your Todo list as well. For Todo which are not assigned via document, you can set their status as Closed from the Todo record itself. -![Todo Close]({{url_prefix}}/assets/old_images/erpnext/todo-close.png) +![Todo Close]({{docs_base_url}}/assets/old_images/erpnext/todo-close.png) {next} diff --git a/erpnext/docs/user/guides/website/add-products-to-website.md b/erpnext/docs/user/manual/en/website/add-products-to-website.md similarity index 71% rename from erpnext/docs/user/guides/website/add-products-to-website.md rename to erpnext/docs/user/manual/en/website/add-products-to-website.md index 55b7900b222..3bad0df674f 100644 --- a/erpnext/docs/user/guides/website/add-products-to-website.md +++ b/erpnext/docs/user/manual/en/website/add-products-to-website.md @@ -7,7 +7,7 @@ generated automatically. ##### Step 1: Save Image -![Webimage]({{url_prefix}}/assets/old_images/erpnext/item-webimage.png) +![Webimage]({{docs_base_url}}/assets/old_images/erpnext/item-webimage.png) @@ -17,13 +17,13 @@ Under the Website section, please check the box that says 'show in Website'. Once the box is checked, the page will display other fields for entering information. -![Webimage]({{url_prefix}}/assets/old_images/erpnext/item-webimage-1.png) +![Webimage]({{docs_base_url}}/assets/old_images/erpnext/item-webimage-1.png) ##### Step 3: Enter Website Details -![Webimage]({{url_prefix}}/assets/old_images/erpnext/item-webimage-2.png) +![Webimage]({{docs_base_url}}/assets/old_images/erpnext/item-webimage-2.png) The page name will be generated automatically. Mention the Item-Group under which the Item will be displayed. @@ -37,18 +37,18 @@ names, make Item Groups with those names and check the box that says 'show in Website'. For Example, if you wish to create a category called 'Bags', create a Item Group named Bags. -![Item Group]({{url_prefix}}/assets/old_images/erpnext/itemgroup-webimage-bags.png) +![Item Group]({{docs_base_url}}/assets/old_images/erpnext/itemgroup-webimage-bags.png) Once the Item Group is created go to the Website Settings page under Website. Enter the Label, Url, and Parent Label. -![Item Group]({{url_prefix}}/assets/old_images/erpnext/itemgroup-website-settings.png) +![Item Group]({{docs_base_url}}/assets/old_images/erpnext/itemgroup-website-settings.png) #### Webpage labels -![Webpage]({{url_prefix}}/assets/old_images/erpnext/webpage-labels.png) +![Webpage]({{docs_base_url}}/assets/old_images/erpnext/webpage-labels.png) Add more Items under a particular Item Group. @@ -58,12 +58,12 @@ Group Label. For Example, To add Item-Kiddies Bag and Butterfly Print Bag, check the 'Show in Website'box. The Items will be placed under the Label Bags on the Webpage. -![Item Group]({{url_prefix}}/assets/old_images/erpnext/itemgroup-websettings.png) +![Item Group]({{docs_base_url}}/assets/old_images/erpnext/itemgroup-websettings.png) Item Group Display -![Item Group Display]({{url_prefix}}/assets/old_images/erpnext/webpage-itemgroup-display.png) +![Item Group Display]({{docs_base_url}}/assets/old_images/erpnext/webpage-itemgroup-display.png) {next} diff --git a/erpnext/docs/user/manual/en/website/articles/index.md b/erpnext/docs/user/manual/en/website/articles/index.md new file mode 100644 index 00000000000..4e1be287e18 --- /dev/null +++ b/erpnext/docs/user/manual/en/website/articles/index.md @@ -0,0 +1 @@ +{content} \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/website/articles/index.txt b/erpnext/docs/user/manual/en/website/articles/index.txt new file mode 100644 index 00000000000..a89040a906f --- /dev/null +++ b/erpnext/docs/user/manual/en/website/articles/index.txt @@ -0,0 +1,3 @@ +managing-user-sign-up-via-website +website-security +wesite-home-page \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/website/articles/managing-user-sign-up-via-website.html b/erpnext/docs/user/manual/en/website/articles/managing-user-sign-up-via-website.html new file mode 100644 index 00000000000..cef6b7a5ff3 --- /dev/null +++ b/erpnext/docs/user/manual/en/website/articles/managing-user-sign-up-via-website.html @@ -0,0 +1,6 @@ +

    Managing User Sign Up via Website

    + +Users can sign up for ERPNext account via the ERPNext Website.


    As seen above the login / sign-up button appears on the homepage of the website generated using ERPNext.
    One might want to disable this feature to prevent anonymous users from signing up via the web.
    To do so -
    1. Go to ` Website > Setup > Website Settings ` 
    2. In website settings doctype navigate to the misc section.
    3. Check the disable SignUp check-box and save the doc.

    Now only the login button shall appear and there shall be no option to sign-up via the website. You can always revert back by following the same steps.

    + + + \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/website/articles/website-security.html b/erpnext/docs/user/manual/en/website/articles/website-security.html new file mode 100644 index 00000000000..1371ca5a7c4 --- /dev/null +++ b/erpnext/docs/user/manual/en/website/articles/website-security.html @@ -0,0 +1,3 @@ +

    Website Security

    + +
    One can easily generate a website using erpnext. We can list out Products on the website and also create blogs. Products are directly fetched from the Item Master records of your erpnext account. some people would like to limit the access of the website generated by ERPNext to certain people. This is because some of the items may not be available to public.

    Well at the moment this feature is not available. You cannot limit the access of the website generated by ERPNext to certain people. If you publish the website it will be publicly visible.

    However while you cannot control who can view the website, you can always choose which items to display on the website.

    • To show or not show an Item on your website go to 'Item Master' and in the Item form check the 'show in website' checkbox.

    • You can also fill in the details of the product as to be shown on the website here.
    \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/website/articles/wesite-home-page.md b/erpnext/docs/user/manual/en/website/articles/wesite-home-page.md new file mode 100644 index 00000000000..363926eec33 --- /dev/null +++ b/erpnext/docs/user/manual/en/website/articles/wesite-home-page.md @@ -0,0 +1,23 @@ +

    Wesite Home Page

    + +It is very much possible in ERPNext to setup certain standard page as default website Home Page. Following are steps to setup default website home page. + +#### **Step 1: Open Website Settings Page.** +To Open website settings page go to: + +`Website > Setup > Website Settings` + + +#### **Step 2: Set Home page.** + +Enter standard page like, index, login, products, blog, about, contact etc. as Home Page in Landing Page section of Website Settings page. For e.g consider you want login page as your default website home page. + +![Website Setting Home]({{docs_base_url}}/assets/img/articles/Selection_021.png) + +#### **Step 3: Save Website Settings Form.** + +After setting up Home Page Press 'Save' button from website settings page and refresh the system from Help menu.Like this you can set any standard page as your default website home page. When some one visited to your website, he/she will see home page as default landing page on your website. + +![Website Home Page]({{docs_base_url}}/assets/img/articles/Selection_022.png) + + \ No newline at end of file diff --git a/erpnext/docs/user/guides/website/blog-post.md b/erpnext/docs/user/manual/en/website/blog-post.md similarity index 72% rename from erpnext/docs/user/guides/website/blog-post.md rename to erpnext/docs/user/manual/en/website/blog-post.md index e0b88627a73..dbf7b171aeb 100644 --- a/erpnext/docs/user/guides/website/blog-post.md +++ b/erpnext/docs/user/manual/en/website/blog-post.md @@ -8,13 +8,13 @@ To create a new blog, just create a new Blog from: > Website > Blog > New Blog -Blog Post +Blog Post You can format a blog using the Markdown format.You can also access your blog by going to the page “blog.html”. #### A sample blog-page. -Blog Sample +Blog Sample {next} diff --git a/erpnext/docs/user/guides/website/blogger.md b/erpnext/docs/user/manual/en/website/blogger.md similarity index 56% rename from erpnext/docs/user/guides/website/blogger.md rename to erpnext/docs/user/manual/en/website/blogger.md index c548817a612..cb39f80a813 100644 --- a/erpnext/docs/user/guides/website/blogger.md +++ b/erpnext/docs/user/manual/en/website/blogger.md @@ -1,6 +1,6 @@ Blogger is a user who can post blogs. You can mention a shori bio about the blogger and also set a avatar here. -Blogger +Blogger {next} \ No newline at end of file diff --git a/erpnext/docs/user/guides/website/index.md b/erpnext/docs/user/manual/en/website/index.md similarity index 100% rename from erpnext/docs/user/guides/website/index.md rename to erpnext/docs/user/manual/en/website/index.md diff --git a/erpnext/docs/user/manual/en/website/index.txt b/erpnext/docs/user/manual/en/website/index.txt new file mode 100644 index 00000000000..846011d2c82 --- /dev/null +++ b/erpnext/docs/user/manual/en/website/index.txt @@ -0,0 +1,8 @@ +web-page +blog-post +web-form +blogger +setup +add-products-to-website +shopping-cart +articles diff --git a/erpnext/docs/user/guides/website/setup/index.md b/erpnext/docs/user/manual/en/website/setup/index.md similarity index 100% rename from erpnext/docs/user/guides/website/setup/index.md rename to erpnext/docs/user/manual/en/website/setup/index.md diff --git a/erpnext/docs/user/guides/website/setup/index.txt b/erpnext/docs/user/manual/en/website/setup/index.txt similarity index 100% rename from erpnext/docs/user/guides/website/setup/index.txt rename to erpnext/docs/user/manual/en/website/setup/index.txt diff --git a/erpnext/docs/user/guides/website/setup/social-login-keys.md b/erpnext/docs/user/manual/en/website/setup/social-login-keys.md similarity index 100% rename from erpnext/docs/user/guides/website/setup/social-login-keys.md rename to erpnext/docs/user/manual/en/website/setup/social-login-keys.md diff --git a/erpnext/docs/user/guides/website/setup/website-settings.md b/erpnext/docs/user/manual/en/website/setup/website-settings.md similarity index 60% rename from erpnext/docs/user/guides/website/setup/website-settings.md rename to erpnext/docs/user/manual/en/website/setup/website-settings.md index 95d705a2a03..0868e8c3d75 100644 --- a/erpnext/docs/user/guides/website/setup/website-settings.md +++ b/erpnext/docs/user/manual/en/website/setup/website-settings.md @@ -1,10 +1,10 @@ Most of the website related settings can be defined here. -Website Settings +Website Settings ####Landing Page -* Home Page: You can specify which [Web Page]({{url_prefix}}/user/guides/website/web-page.html) must be the homepage of the website +* Home Page: You can specify which [Web Page]({{docs_base_url}}/user/guides/website/web-page.html) must be the homepage of the website * Home Page is Products: if Checked, the Home page will be the default Item Group for the website. @@ -14,7 +14,7 @@ Most of the website related settings can be defined here. Select the theme for the website. You can create new Theme for you website also. -Website Theme +Website Theme * Select 'create new website theme' if you wish to customize the default website theme. @@ -23,13 +23,13 @@ Select the theme for the website. You can create new Theme for you website also. You can add a banner/ logo to your website here. Attach the image and click on set banner from Image. An HTML code will be generated by the system under Banner HTML. -Banner +Banner ####Top Bar You can set the menus items in the Top Bar here. -Top Bar +Top Bar * Similarlly you can also set sidebar and footer links. @@ -37,7 +37,7 @@ You can set the menus items in the Top Bar here. You can integrate the website using Google Analytics and enable social media sharing for post shared on the website. -Integrations +Integrations * You can disable public signup to your ERPNext account by checking 'disable signup' diff --git a/erpnext/docs/user/guides/website/shopping-cart.md b/erpnext/docs/user/manual/en/website/shopping-cart.md similarity index 74% rename from erpnext/docs/user/guides/website/shopping-cart.md rename to erpnext/docs/user/manual/en/website/shopping-cart.md index 0c27f4bb7a2..773e1628df5 100644 --- a/erpnext/docs/user/guides/website/shopping-cart.md +++ b/erpnext/docs/user/manual/en/website/shopping-cart.md @@ -12,13 +12,13 @@ To set up a shopping cart, go to the selling module. #### Step 1: Enter Company Details and Default Territory. -![Shopping Cart]({{url_prefix}}/assets/old_images/erpnext/shopping-cart-1.png) +![Shopping Cart]({{docs_base_url}}/assets/old_images/erpnext/shopping-cart-1.png) #### Step 2: Enter Price List, Tax Master and Shipping Rule. -![Shopping Cart]({{url_prefix}}/assets/old_images/erpnext/shopping-cart-2.png) +![Shopping Cart]({{docs_base_url}}/assets/old_images/erpnext/shopping-cart-2.png) @@ -29,13 +29,13 @@ Customers can click on the cart and enter the amount of quantity they wish to buy. The Item number will be stored on the right hand corner of the page, next to the flower sign. -![Shopping Cart]({{url_prefix}}/assets/old_images/erpnext/shopping-cart-display-1.png) +![Shopping Cart]({{docs_base_url}}/assets/old_images/erpnext/shopping-cart-display-1.png) Click on the flower sign on the right hand side to see the cart details. Click on the cart to get the final amount details. -![Shopping Cart]({{url_prefix}}/assets/old_images/erpnext/shopping-cart-display-amount.png) +![Shopping Cart]({{docs_base_url}}/assets/old_images/erpnext/shopping-cart-display-amount.png) {next} diff --git a/erpnext/docs/user/guides/website/web-form.md b/erpnext/docs/user/manual/en/website/web-form.md similarity index 81% rename from erpnext/docs/user/guides/website/web-form.md rename to erpnext/docs/user/manual/en/website/web-form.md index 9fa8a1b5a18..1668ac06a7b 100644 --- a/erpnext/docs/user/guides/website/web-form.md +++ b/erpnext/docs/user/manual/en/website/web-form.md @@ -17,7 +17,7 @@ To create a new **Web Form** go to: 1. Select if you require the user to login, edit records, manage multiple records etc. 1. Add the fields you want in the record. -Web Form +Web Form --- @@ -25,7 +25,7 @@ To create a new **Web Form** go to: Once you create the web form, you can view it on the url and test it out! -Web form +Web form --- diff --git a/erpnext/docs/user/guides/website/web-page.md b/erpnext/docs/user/manual/en/website/web-page.md similarity index 91% rename from erpnext/docs/user/guides/website/web-page.md rename to erpnext/docs/user/manual/en/website/web-page.md index 2a4c6162356..947891e30f6 100644 --- a/erpnext/docs/user/guides/website/web-page.md +++ b/erpnext/docs/user/manual/en/website/web-page.md @@ -4,7 +4,7 @@ To create a new Web Page, go to: > Website > Web Page > New -Web Page +Web Page #### Title diff --git a/erpnext/docs/user/manual/index.md b/erpnext/docs/user/manual/index.md new file mode 100644 index 00000000000..47fc2c2630c --- /dev/null +++ b/erpnext/docs/user/manual/index.md @@ -0,0 +1,5 @@ +# ERPNext User Manual + +Select your language + +1. [English](en) diff --git a/erpnext/docs/user/manual/index.txt b/erpnext/docs/user/manual/index.txt new file mode 100644 index 00000000000..c574d073d1e --- /dev/null +++ b/erpnext/docs/user/manual/index.txt @@ -0,0 +1 @@ +en diff --git a/erpnext/docs/user/videos/index.md b/erpnext/docs/user/videos/index.md index 9976dd4bad5..dcefe840922 100644 --- a/erpnext/docs/user/videos/index.md +++ b/erpnext/docs/user/videos/index.md @@ -1,13 +1,13 @@ # ERPNext Videos

    - Learn ERPNext + Learn ERPNext

    @@ -24,7 +24,7 @@
    diff --git a/erpnext/docs/user/videos/index.txt b/erpnext/docs/user/videos/index.txt new file mode 100644 index 00000000000..b2d525b292f --- /dev/null +++ b/erpnext/docs/user/videos/index.txt @@ -0,0 +1 @@ +index \ No newline at end of file diff --git a/erpnext/docs/user/videos/learn/index.html b/erpnext/docs/user/videos/learn/index.md similarity index 64% rename from erpnext/docs/user/videos/learn/index.html rename to erpnext/docs/user/videos/learn/index.md index 2dceecf9f6d..35e1ad733be 100644 --- a/erpnext/docs/user/videos/learn/index.html +++ b/erpnext/docs/user/videos/learn/index.md @@ -12,7 +12,7 @@

    Using ERPNext