[docs] moved into folders

docs/user/setup/docs.user.setup.accounting.md

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+---
+{
+	"_label": "Chart of Accounts",
+	"_icon": "sitemap",
+	"_links": [
+		"docs.user.accounts"
+	]
+}
+---
+The Chart of Accounts forms the blueprint of your organization. The overall structure of your Chart of Accounts is based on a system of double entry accounting that has become a standard all over the world to quantify how a company is doing financially. 
+
+The Chart of Accounts helps you answer:
+
+- What is your organization worth?
+- How much debt have you taken?
+- How much profit are you making (and hence paying tax)?
+- How much are you selling?
+- What is your expense break- up
+
+ You may note that as a business manager,it is very valuable  to see how well your business is doing. 
+
+> Tip: If you can’t read a Balance Sheet (I confess it took me a long time to figure this out) its a good opportunity to start learning about this. It will be worth the effort. You can also take the help of your accountant to setup your Chart of Accounts.
+
+To edit your Chart of Accounts in ERPNext go to:
+
+> [Accounts](docs.user.accounts.html)  > Chart of Accounts 
+
+Chart of Accounts is a tree view of the names of the Accounts  (Ledgers and Groups) that a Company requires to manage its books of accounts. ERPNext sets up a simple chart of accounts for each Company you create, but you have to modify it according to your needs and legal requirements.
+
+For each company, Chart of Accounts signifies the way to classify the accounting entries, mostly based on statutory (tax, compliance to government regulations) requirements.
+
+Let us understand the main groups of the Chart of Accounts.
+
+![Chart of Accounts: Root Accounts](img/chart-of-accounts.png)
+
+### Balance Sheet Accounts
+
+The Balance Sheet has Application of Funds (Assets) and Sources of Funds (Liabilities) that signify the net-worth of your company at any given time. When you begin or end a financial period, all the Assets are equal to the Liabilities.
+
+> Accounting: If you are new to accounting, you might be wondering, how can Assets be equal to Liabilities? That would mean the company has nothing of its own. Thats right. All the “investment” made in the company to buy assets (like land, furniture, machines) is made by the owners and is a liability to the company. If the company would want to shut down, it would need to sell all the assets and pay back all the liabilities (including profits) to the owners, leaving itself with nothing.
+
+All the accounts under this represent an asset owned by company like "Bank Account", "Land and Property", "Furniture" or a liability (funds that the company owes to others) like "Owners funds", "Debt" etc.
+
+Two special accounts to note here are Accounts Receivable (money you have to collect from your customers) and Accounts Payable (money you have to pay to your suppliers) under Assets and Liabilities respectively.
+
+### Profit and Loss Accounts
+
+Profit and Loss is the group of Income and Expense accounts that represent your accounting transactions over a period.
+
+Unlike Balance sheet accounts, Profit and Loss accounts (or PL accounts) do not represent net worth (assets), but rather represent the amount of money spent and collected in servicing customers during the period. Hence at the beginning and end of your Fiscal Year, they become zero.
+
+(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 beginning or end of a period)
+
+### Groups and Ledgers
+
+There are two main kinds of Accounts in ERPNext - Group and Ledger. Groups can have sub-groups and ledgers within them, whereas ledgers are the leaf nodes of your chart and cannot be further classified.
+
+Accounting Transactions can only be made against Ledger Accounts (not Groups)
+
+> Info: The term "Ledger" means a page in an accounting book where entries are made. There is usually one ledger for each account (like a Customer or a Supplier).
+
+> Note: An Account “Ledger” is also sometimes called as Account “Head”.
+
+![Chart of Accounts: Groups and Ledger](img/chart-of-accounts-1.png)
+
+### Other Account Types
+
+In ERPNext, you can also specify more information when you create a new Account, this is there to help you select that particular account in a scenario like Bank Account or a Tax Account and has no affect on the Chart itself.
+
+You can also tag if an account represents a Customer, Supplier or Employee in "Master Type".
+
+### Creating / Editing Accounts
+
+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 “Edit” or “Add” a new Account.
+
+![Chart of Accounts: New Account](img/chart-of-accounts-2.png)
+
+Option to create will only appear if you click on a Group (folder) type Account.
+
+ERPNext creates a standard structure for you when the Company is created but it is up to you to modify or add or remove accounts.
+
+Typically, you might want to create Accounts for
+
+- Types of Expenses (travel, salaries, telephone etc) under Expenses.
+- Taxes (VAT, Sales Tax etc based on your country) under Current Liabilities.
+- Types of Sales (for example, Product Sales, Service Sales etc.) under Income.
+- Types of Assets (building, machinery, furniture etc.) under Fixed Assets.

docs/user/setup/docs.user.setup.codification.md

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+---
+{
+	"_label": "Item Codification"
+}
+---
+If you already have a full-fledged business with a number of physical items, you would have probably coded your items. If you have not, you have a choice. We recommend that you should codify if you have lot of products with long or complicated names. In case you have few products with short names, it is preferable to keep the Item Code same as Item Name.
+
+Item codification has been a sensitive topic and wars have been fought on this (not joking). In our experience, when you have items that cross a certain size, life without codification is a nightmare. 
+
+### Benefits
+
+- Standard way of naming things.
+- Less likely to have duplicates.
+- Explicit definition.
+- Helps to quickly find if a similar item exists.
+- Item names get longer and longer as more types get introduced. Codes are shorter.
+
+### Pain
+
+- You have to remember the codes!
+- Harder for new team members to pick up.
+- You have to create new codes all the time.
+
+### Example
+
+You should have a simple manual / cheat-sheet to codify your Items instead of just numbering them sequentially. Each letter should mean something. Here is an example:
+
+If your business involves wooden furniture, then you may codify as follows:
+
+Item Codification Summary Sheet
+(SAMPLE)
+
+	First letter: "Material"			Third letter: "Size"
+
+	- W - Wood 							- 0 - less than 1mm
+	- H - Hardware 						- 1 - 1mm - 5mm
+	- G - Glass 						- 2 - 5mm - 10mm
+	- U - Upholstery 					- 3 - 10mm - 10cm
+	- P - Plastic
+
+	Second Letter: "Type"
+
+	For Wood:							For Hardware:
+
+	- S - Sheet							- S - Screw
+	- B - Bar							- N - Nut
+	- L - L-section 					- W - Washer
+	- M - Molded 						- B - Bracket
+	- R - Round
+
+The last few letters could be sequential. So by looking at code **WM304** - you know its a wooden molding less than 10cm in size 
+
+### Standardization
+
+If you have more than one person naming items, the style of naming items will change for everyone. Sometimes, even for one person, he or she may forget how they had named the item and may create a duplicate name _"Wooden Sheet 3mm" or "3mm Sheet of Wood"?_
+
+### Rationalizing
+
+It is a good practice to have minimum varieties of items so that you keep minimum stock, housekeeping is simpler etc. When you are planning a new product and you want to know if you are already purchasing a part in some other product, the item codes will help you quickly determine if you are using a similar raw material in another product.
+
+We believe if you do this small investment, it will help you rationalize things as your business grows, though its okay not to codify if you have less items.

docs/user/setup/docs.user.setup.cost_centers.md

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+---
+{
+	"_label": "Cost Centers and Budgeting",
+	"_icon": "sitemap",
+	"_links": [
+		"docs.user.accounts"
+	]
+}
+---
+
+Your Chart of Accounts is mainly for reporting your information for governmental purposes and less for how your business actually performs. Though you can tweak it a bit to resemble your business.
+
+Most businesses have multiple activities like different product lines, market segments, areas of business that share some common overheads but should ideally have their own structure to report whether they are profitable or not. For this purpose, there is an alternate structure, called the Chart of Cost Centers.
+
+You can create a tree of Cost Centers to represent your business better. Each Income / Expense entry is also tagged against a Cost Center. 
+
+For example, if you have two types of sales:
+
+- Walk-in Sales
+- Online Sales
+
+You may not have shipping expenses for your walk-in customers, and no shop-rent for your online customers. If you want to get the profitability of each of these separately, you create the two as Cost Centers and you can mark all sales as either "Walk-in" or "Online" and also all your purchases in the same way.
+
+So when you do your analysis you get a better understanding as to which side of your business is doing better.  Since ERPNext has an option to add multiple Companies, you can create Cost Centers for each Company and manage it separately.
+
+### Chart of Cost Centers
+
+To setup your Chart of Cost Centers go to:
+
+> Accounts > Chart of Cost Centers
+
+Cost centers help you in one more activity, budgeting.
+
+### Budgeting
+
+ERPNext will help you set and manage budgets on your Cost Centers. This is useful when, for example, you are doing online sales. You have a budget for search ads, and you want ERPNext to stop or warn you from over spending, based on that budget. 
+
+Budgets are also great for planning purposes. When you are making your plans for the next financial year, you would typically target a revenue based on which you would set your expenses. Setting a budget will ensure that your expenses do not get out of hand, at any point,as per your plans.
+
+You can define it in the Cost Center. If you have seasonal sales you can also define a budget distribution that the budget will follow.
+
+#### Budget Actions
+
+ERPNext allows you to either:
+
+- Stop.
+- Warn or, 
+- Ignore 
+
+if you exceed budgets. 
+
+These can be defined from the Company record.
+
+Even if you choose to “ignore” budget overruns, you will get a wealth of information from the “Budget vs Actual” variance report.
+
+> Note: When you set a budget, it has to be set as per Account under the Cost Center. For example if you have a Cost Center “Online Sales”, you can restrict “Advertising Budget” by creating a row with that Account and defining the amount.

docs/user/setup/docs.user.setup.data_import.md

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+---
+{
+	"_label": "Data Import Tool"
+}
+---
+The Data Import Tool is a great way to upload (or edit) bulk data, specially master data, into the system. To start the tool go to:
+
+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](img/import-1.png)
+
+The tool has two sections, one to download a template and the second to upload the data.
+
+(Note: Only those DocTypes are allowed for Import whose Document Type is "Master" or Allow Import property is set.)
+
+### 1. Downloading The Template
+
+Data in ERPNext is stored in tables, much like a spreadsheet with columns and rows of data. Each entity in ERPNext can have multiple child tables associated with it too. The child tables are linked to the parent tables and are implemented where are multiple values for any property. For example an Item can have multiple prices, An Invoice has multiple Items and so on.
+
+You can import each table separately, or all at a time. In the child table, you must mention the parent of the row in the “parent” column so that ERPNext knows which Item’s price or tax you are trying to set if you are importing separately.
+
+![Download The Template](img/import-2.png)
+
+- Click on the table you want to download or "All Tables"
+- For bulk editing, you can click on "Download With Data"
+
+### 2. Fill in the Template
+
+After downloading the template, open it in a spreadsheet application and fill in the data below the column headings.
+
+![Spreadsheet](img/import-3.png)
+
+Then export your template or save it as a **Comma Separated Values** (CSV) file.
+
+![Spreadsheet](img/import-4.png)
+
+### 3. Upload the .csv File
+
+Finally attach the .csv file in the section section click on the "Upload and Import" button.
+
+![Attach and Upload](img/import-5.png)
+
+Notes:
+
+- Make sure that if your application allows, use encoding as UTF-8. 
+- Keep the ID column blank for new records.
+- Make sure you keep the modified column as it is for "All Tables".
+- "Parent" column is mandatory for child type tables.
+
+### 4. Uploading All Tables (Main + Child)
+
+If you select all tables, you will get columns belonging to all the tables in one row separated by `-` columns.
+
+If you have multiple child rows then you must start a new main item on a new row. See the example:
+
+	Main Table							- 	Child Table
+	Column 1	Column 2	Column 3	- 	Column 1	Column 2	Column 3
+	v11			v12			v13				c11			c12			c13
+											c14			c15			c17
+	v21			v22			v23				c21			c22			c23
+	
+> To see how its done, enter a few records manually using forms and export "All Tables" with "Download with Data"
+
+### 5. Overwriting
+
+ERPNext also allows you to overwrite all / certain columns. If you want to update certain columns, you can download the template with data.Remember to check on the “Overwrite” box before uploading.
+
+> Note: For child records, if you select Overwrite, it will delete all the child records of that parent.
+
+### 6. Upload Limitations
+
+ERPNext restricts the amount of data you can upload in one file. Though the number may vary based on the type of data. It is usually safe to upload around 1000 rows of a table at one go. If the system will not accept, then you will see an error.
+
+Why is this? Uploading a lot of data can cause your system to crash, specially if there are other users doing things in parallel. Hence ERPNext restricts the number of “writes” you can process in one request.

docs/user/setup/docs.user.setup.email.md

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+---
+{
+	"_label": "Setting up Email"
+}
+---
+Emails are the nervous system of business communication and ERPNext has been designed to make good use of this. 
+
+## Sending Emails
+
+You can email any document from the system, by clicking on the “Email” button on the right sidebar. Before that you will need to set your outgoing email settings (SMTP server).
+
+All emails sent from the system are added to the Communication table.
+
+> **Info:** What is SMTP? There are two types of email services, sending and receiving emails. Sending is done via a protocol called SMTP (Simple Mail Transfer Protocol) and the server (computer) that sends your email to its destination is called SMTP Server.
+
+> **Info:** Bulk Emails: Bulk Emails, especially those that are sent without consent (spam), are considered as bad behavior. While it may be okay to send emails to those who have “opted-in” to receive mails, it is very difficult for the internet community to know what is spam and what is allowed. To overcome this problem, most email servers share a black and white list of email senders. If your emails have been marked as spam, you will be blacklisted. So be careful. Many times, it may be a good idea to send email via whitelisted services also known as SMTP relay services which are paid services. These services will block you from sending spam while ensuring that most of your email does not go in the spam folder. There are many such services available like SendGrid and SMTP.com
+
+To setup your outgoing mails, go to
+
+> Setup > Email and Notifications > Email Settings
+
+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 applications. If you are not sure, get in touch with your email service provider.
+
+> **Tip:** If you are using EPRNext hosted service, keep the first section blank. Emails will still be sent from your email id, but via our SMTP relay service.
+
+### Creating Support Tickets from Incoming Emails
+
+A very useful email integration is to sync the incoming emails from support inbox into Support Ticket, so that you can track, assign and monitor support issues.
+
+> **Case Study:** Here at ERPNext, we have regularly tracked incoming support issues via email at “support@erpnext.com”. At the time of writing we had answered more than 3000 tickets via this system.
+
+To setup your Support integration, go to:
+
+> Setup > Email and Notifications > Email Settings > Incoming Mail Settings
+
+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 find out what your POP3 settings are. If you have problems, contact your email service provider).
+If you want to setup an auto reply, check on the “Send Autoreply” box and whenever someone sends an email, an autoreply will be sent.
+Add a custom signature which you want to send with your replies. 
+
+### Setting Auto-notification on Documents
+
+ERPNext allows you to automatically email documents on “Submission” to the contact mentioned in the document. To set this up, go to:
+
+> Setup > Email and Notifications > Auto-notifications
+
+Check on the transactions you want to send via email directly on Submission and add a custom message if you want on these documents.
+
+### Email Digests
+
+Email Digests allow you to get regular updates about your sales, expenses and other critical numbers directly in your Inbox. 
+
+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 Digests are a great way for top managers to keep track of the big numbers like “Sales Booked” or “Amount Collected” or “Invoices Raised” etc.
+
+To setup Email Digests, go to: 
+
+> Setup > Email and Notifications > Email Digests > New Email Digest

docs/user/setup/docs.user.setup.first.md

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+---
+{
+	"_label": "Initial Setup"
+}
+---
+After a successful sign-up / installation of ERPNext, on your first sign-in, you will be shown a form to fill.
+
+![First Screen](img/setup-first-screen.png)
+
+This form will create your first **Company** and **Fiscal Year** (accounting or financial year) record. You can create other Companies later.
+
+Some definitions:
+
+- Fiscal Year: is your financial year, the fiscal year usually starts on 1st Jan or 1st March for most regions. If you are not sure, consult an accountant.
+- Abbreviation: In a multi-company setup, the abbreviation is appended to each account, so keep it small (2-4) characters and all caps.
+
+This will also set the default **Currency** and time zone for your account. Once you complete this, your first **Company** and **Chart of Accounts** will be created.
+
+Congrats! You are already on your way.
+
+The next step is to follow implementation instructions.

docs/user/setup/docs.user.setup.letter_head.md

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+---
+{
+	"_label": "Letter Head"
+}
+---
+You can create / manage Letter Heads from:
+
+> Setup > Branding and Printing > Letter Heads
+
+- Create an image with your logo, brand and other information that you want to put on your letter head.
+- Attach the image in your Letter Head record and click on “Set From Image” to automatically generate the HTML required for this Letter Head.
+- If you want to make this the default letter head, click on “Is Default”.
+
+Thats it! Your letter head will now appear in all Prints and Emails of documents.

docs/user/setup/docs.user.setup.masters.md

@@ -0,0 +1,11 @@
+---
+{
+	"_label": "Setting Up Masters",
+	"_toc": [
+		"docs.user.stock.item",
+		"docs.user.selling.customer",
+		"docs.user.buying.supplier"
+	]
+}
+---
+First step is setting up your master data.

docs/user/setup/docs.user.setup.md

@@ -0,0 +1,31 @@
+---
+{
+	"_label": "Setting Up",
+	"_toc": [
+		"docs.user.setup.first",
+		"docs.user.setup.masters",
+		"docs.user.setup.accounting",
+		"docs.user.setup.cost_centers",
+		"docs.user.setup.company",
+		"docs.user.setup.users",
+		"docs.user.setup.permissions",
+		"docs.user.setup.workflows",
+		"docs.user.setup.letter_head",
+		"docs.user.setup.print_headings",
+		"docs.user.setup.series",
+		"docs.user.setup.global_defaults",
+		"docs.user.setup.data_import",
+		"docs.user.setup.email",
+		"docs.user.setup.sms",
+		"docs.user.setup.taxes",
+		"docs.user.setup.price_lists",
+		"docs.user.setup.opening"
+	]
+}
+---
+Setting up an ERP system is like starting your business all over again, but in the virtual
+world. Thankfully it is not as hard as the real thing and you get to do a trial too.
+
+Implementation requires the implementer to take a step back and set aside some time to do this right. This is usually not a couple-of-hours after-work kind of a project.
+
+Let us start with the screen which you see the first time you login.

docs/user/setup/docs.user.setup.opening.md

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+---
+{
+	"_label": "Opening Accounts and Inventory"
+}
+---
+Now that you have completed most of the setup, its time to start moving in!
+
+There are two important sets of data you need to enter before you start your operations.
+
+- Opening Account balances.
+- Opening Stock balances.
+
+To setup your accounts and stock correctly you will need accurate data to work with. Make sure you have the data setup for this.
+
+### Opening Accounts
+
+We usually recommend that you start using accounting in a new financial year, but you could start midway too. To setup your accounts, you will need the following for the “day” you start using accounting in ERPNext:
+
+Opening capital accounts - like your shareholder’s (or owner’) capital, loans, bank balances on that day.
+List of outstanding sales and purchase invoices (Payables and Receivables).
+
+#### Temporary Accounts
+
+A nice way to simplify opening is to create temporary accounts for assets and liability just for opening. These accounts will become zero once all your old invoices are entered. The two accounts which you can create are (example):
+
+- Temp Opening Liabilities
+- Temp Opening Assets
+
+#### The Opening Entry
+
+In ERPNext Opening Accounts are setup by submitting a special Journal Entries (Journal Voucher).
+
+Note: Make sure to set “Is Opening” as “Yes” in the More Info section.
+
+You can make two Opening Journal Vouchers:
+
+- For all assets (excluding Accounts Receivables): This entry will contain all your assets except the amounts you are expecting from your Customers against outstanding Sales Invoices. You will have to update your receivables by making an individual entry for each Invoice (this is because, the system will help you track the invoices which are yet to be paid). Since all the entries in this voucher will be of type “Debit”, you can credit the sum of all these debits against the “Temp Opening Liabilities” account.
+- For all liabilities: Similarly you need to pass a Journal Voucher for your Opening Liabilities (except for the bills you have to pay). This can be made against the “Temp Opening Assets” account.
+
+#### Outstanding Invoices
+
+After your Opening Journal Vouchers are made, you will need to enter each Sales Invoice and Purchase Invoice that is yet to be paid. 
+
+Since you have already booked the income or expense on these invoices in the previous period, select the temp opening accounts in the “Income” and “Expense” accounts.
+
+Note: Again make sure to set each invoice as “Is Opening”!
+
+If you don’t care what items are in that invoice, just make a dummy item entry in the Invoice. Item code in the Invoice is not necessary, so it should not be such a problem.
+
+Once all your invoices are entered, your “Temp Opening Assets” will be same as “Temp Opening Liabilities” and you can pass another “Is Opening” type of Journal Voucher and cancel them to zero!
+
+---
+
+## Opening Stock
+
+You can upload your opening stock in the system using Stock Reconciliation. Stock Reconciliation will update your stock for a given Item on a given date for a given Warehouse to the given quantity.
+
+Stock Reconciliation will make a “difference entry” (the difference between the system stock and the actual stock in your file) for the Item.
+
+Tip: Stock Reconciliation can also be used to update the “value” of an Item.
+
+To make a Stock Reconciliation, go to:
+
+> Stock > Stock Reconciliation > New Stock Reconciliation
+
+and follow the steps mentioned on the page.

docs/user/setup/docs.user.setup.permissions.md

@@ -0,0 +1,86 @@
+---
+{
+	"_label": "Setting up Users, Roles and Permissions"
+}
+---
+ERPNext has a role-based permission system, which means that you can assign Roles to Users, and permissions on Roles.
+
+## Users (Profile)
+
+Each ERPNext user has a Profile. The Profile contains the user’s email and authentication and can be set from:
+
+> Setup > Users and Permissions > Users
+
+#### Adding a new User
+
+To add a new user, click on “Add” button and enter the user’s
+
+- Email Id
+- First Name
+- Last Name
+- Password
+
+An invitation email will be sent to the user with the login details.
+
+#### Setting Roles
+
+ERPNext comes with a bunch of predefined roles. Each role comes with predefined permissions. See the Preset Permission Chart to find out what permission each role comes with.
+
+After creating the User, you can add / remove Roles for that User by clicking on “Roles” button. To find out what permission each role has, click on the “?” sign next to the Role.
+
+You can also create new Roles as you wish via
+
+> Document > Role
+
+#### Security Settings
+
+- Enabling / disabling users: You can enable or disable users. Disabled users will not be able to log in.
+- Setting login time: If login time is set, users can only log-in within the defined hours as per your timezone.
+- Change Password: You can update the user’s password by setting the password field.
+
+## Permissions
+
+ERPNext has a very powerful permission structure that will allow you to set permissions right up to the field level.
+
+Permissions are applied on:
+
+- **Roles:** As we saw earlier, Users are assigned to Roles and it is on these Roles that permission rules are applied.
+- **Document Types:** Each type of document, master or transaction, has a separate list of Role based permission.
+- **Document Stages:** Permissions are applied on each stage of the document like on Creation, Saving, Submission, Cancellation and Amendment. 
+- **Permission “Levels”:** In each document, you can group fields by “levels”. Each group of field is denoted by a unique number (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.
+- **“Match Rules”** Based on certain properties of the document and the user: This can be used in cases where, for example, you have multiple Companies or sales persons in different Territories and you want to restrict each User to only view documents relating to the User’s Company or Territory etc. It is also called “match” rules.
+
+When you define a “match” rule, the User will only be allowed to access (or write) the document if the User has one or more such values (e.g. Company, Territories) and the document has the same values. 

For example, if you have set a match rule on Sales Order for a particular Role based on “territory”, then all users of that Role will only be allowed to view Sales Orders of that Territory. Let us walk through an example.
+
+ERPNext comes with pre-set permission rules that you can change anytime by going to
+
+> Setup > Users and Permissions > Permission Manager
+
+## Using the Permission Manager
+
+The Permission Manager is an easy way to set / unset permission rules. The Permission Manager allows you to monitor rules per Document Type.
+
+When you select a document type from the drop-down. You will see the rules that have already been applied.
+
+To add a new rule, click on “Add a New Rule” button and a pop-up box will ask you to select a Role and a Permission Level. Once you select this and click on “Add”, this will add a new row to your rules table.
+
+To edit rules, just check or uncheck the boxes stating the permission level and Role and click on “Update”.
+
+To delete a rule, just uncheck all the boxes of the row and click on “Update”

+
+To set “match” rules, select the drop-down in the last column.

For example, you want to restrict Users of Role “Sales User” by Territories in Sales Order. 
+
+1. Select Sales Order in “Set Permissions For”
+1. In the row for Role “Sales User”, in the last column “Restrict By”, select “territory”.
+1. To assign Territories to Users, click on “Set Users / Roles”
+1. In the popup box, 
+	- In the “Who” column, select “Profile” and the User you want to assign the Territory to
+	- In the “Is allowed if territory equals” column, select the Territory you want to assign 	to this user.
+1. Click on “Add”
+
+In the same way, add a row for each user.
+
+> **Note 1:** The “match” rules apply to all documents that you have matched by Territory.
+
+> **Note 2:** You can set multiple rules for the same User. In this example, you can set a User to access more than one Territories.
+


docs/user/setup/docs.user.setup.price_list.md

@@ -0,0 +1,5 @@
+---
+{
+	"_label": "Price Lists"
+}
+---

docs/user/setup/docs.user.setup.series.md

@@ -0,0 +1,29 @@
+---
+{
+	"_label": "Creating Numbering Series"
+}
+---
+Data records are broadly classified as “Master” or “Transaction”. A master record is a record that has a “name”, for example a Customer, Item, Supplier, Employee etc. A Transaction is a record that has a “number”. Examples of transactions include Sales Invoices, Quotations etc. You make transactions against a number of master records.
+
+ERPNext allows you to make prefixes to your transactions, with each prefix forming its own series. For example a series with prefix INV12 will have numbers INV120001, INV120002 and so on.
+
+You can have multiple series for all your transactions. It is common to have a separate series for each financial year. For example in Sales Invoice you could have:
+
+- INV120001
+- INV120002
+- INV-A-120002
+
+etc. You could also have a separate series for each type of Customer or for each of your retail outlets.
+
+To setup a series, go to:
+
+> Setup > Customize ERPNext > Numbering Series
+
+In this form,
+
+1. Select the transaction for which you want to make the series
+The system will update the current series in the text box.
+1. Edit the series as required with unique prefixes for each series. Each prefix must be on a new line.
+1. The first prefix will be the default prefix. If you want the user to explicitly select a series instead of the default one, check the “User must always select” check box.
+
+You can also update the starting point for a series by entering the series name and the starting point in the “Update Series” section.

docs/user/setup/docs.user.setup.taxes.md

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+---
+{
+	"_label": "Setting up Taxes"
+}
+---
+One of the primary motivator for compulsory use of accounting tools is calculation of Taxes. You may or may not make money but your government will (to help your country be safe and prosperous). And if you don’t do your taxes correctly, they get very unhappy. Ok, philosophy aside, ERPNext allows you to make configurable tax templates that you can apply to your sales or purchase.
+
+### Tax Accounts
+
+For Tax Accounts that you want to use in the tax templates, you must mention them as type “Tax” in your Chart of Accounts.
+
+## Sales Taxes and Charges Master
+
+You must usually collect taxes from your Customer and pay them to the government. At times, you may have to pay multiple taxes to multiple government bodies like local government, state or provincial and federal or central government.
+
+The way ERPNext sets up taxes is via templates. Other types of charges that may apply to your invoices (like shipping, insurance etc.) can also be configured as taxes.
+
+To create a new sales tax template called Sales Taxes and Charges Master, you have to go to:
+
+> Selling > Setup (sidebar) > Sales Taxes and Charge Master
+
+When you create a new master, you will have to add a row for each tax type.
+
+The tax rate you define here will be the standard tax rate for all Items. If there are Items that have different rates, they must be added in the Item Tax table in the Item master.
+
+In each row, you have to mention:
+
+- Calculation Type: 
+	- This can be on net total (that is your basic amount).
+	- On previous row total / amount (for cumulative taxes or charges). If you select this 	option, the tax will be applied as a percentage of the previous row (in the tax table) amount or total.
+	- Actual (as mentioned).
+- Account Head: The Account ledger under which this tax will be booked
+- Cost Center: If the tax / charge is an income (like shipping) it needs to be booked against - a Cost Center.
+- Description: Description of the tax (that will be printed in invoices / quotes).
+- Rate: Tax rate.
+- Amount: Tax amount.
+- Total: Cumulative total to this point.
+- Enter Row: If based on "Previous Row Total" you can select the row number which will be taken as a base for this calculation (default is the previous row).
+- Is this Tax included in Basic Rate?: If you check this, it means that this tax will not be shown below the item table, but will be included in the rate in your main item table. This is useful when you want to give a flat price (inclusive of all taxes) to your customers.
+
+Once you setup your template, you can select this in your sales transactions.
+
+## Purchase Taxes and Charges Master
+
+Similar to your Sales Taxes and Charges Master is the Purchase Taxes and Charges Master.
+
+This is the tax template that you can use in your Purchase Orders and Purchase Invoices. If you have value added taxes (VAT), where you pay to the government the difference between your incoming and outgoing taxes, you can select the same Account that you use for sales taxes.
+
+The columns in this table are similar to the Sales Taxes and Charges Master with the difference as follows:
+
+Consider Tax or Charge for: In this section you can specify if the tax / charge is only for valuation (not a part of total) or only for total (does not add value to the item) or for both.