[docs] Customize and tools docs completed
This commit is contained in:
parent
92027ebdb7
commit
1aeaa14b4b
@ -10,7 +10,7 @@ You can Customize Forms by changing its layout, making certain fields mandatory,
|
||||
> Setup > Customize ERPNext > Customize Forms
|
||||
|
||||
|
||||
![Customize Forms](img/customize-form.png)
|
||||
![Customize Forms](img/customize-form-1.png)
|
||||
|
||||
|
||||
Select the Form you want to customize and the fields table will be updated with the fields from that form. Here you can:
|
||||
@ -24,4 +24,12 @@ Select the Form you want to customize and the fields table will be updated with
|
||||
|
||||
You can also allow attachments, set max number of attachments and set the default Print Format.
|
||||
|
||||
|
||||
![Customize Forms](img/customize-form-2.png)
|
||||
|
||||
|
||||
<br>
|
||||
|
||||
|
||||
|
||||
> Though we want you to do everything you can to customize your ERP based on your business needs, we recommend that you do not make “wild” changes to the forms. This is because, these changes may affect certain operations and may mess up your forms. Make small changes and see its effect before doing some more.
|
@ -3,4 +3,10 @@
|
||||
"_label": "Custom Scripts"
|
||||
}
|
||||
---
|
||||
If you wish to change any ERPNext form formats, you can do so by using Custom Scripts. For example, if you wish to add a submit button after saving, to a Lead form, you can do so by creating your own script.
|
||||
|
||||
> Setup > Customization > Custom Script
|
||||
|
||||
|
||||
![Custom Script](img/custom-script.png)
|
||||
|
||||
|
@ -8,11 +8,18 @@ Print Formats are the layouts that are generated when you want to Print or Email
|
||||
- The auto-generated “Standard” Print Format: This type of format follows the same layout as the form and is generated automatically by ERPNext.
|
||||
- Based on the Print Format document. There are templates in HTML that will be rendered with data.
|
||||
|
||||
ERPNext comes with a number of pre-defined templates in three styles: Modern, Classic and Spartan. You modify these templates or create their own. Editing ERPNext templates is not allowed because they may be over-written in an upcoming release.
|
||||
ERPNext comes with a number of pre-defined templates in three styles: Modern, Classic and Spartan. You modify these templates or create your own. Editing ERPNext templates is not allowed because they may be over-written in an upcoming release.
|
||||
|
||||
To create your own versions, open an existing template from:
|
||||
|
||||
> Setup > Branding and Printing > Print Formats
|
||||
> Setup > Printing > Print Formats
|
||||
|
||||
|
||||
![Print Format](img/print-format.png)
|
||||
|
||||
<br>
|
||||
|
||||
|
||||
|
||||
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” set as “No” and you can edit the Print Format.
|
||||
|
||||
|
@ -132,6 +132,9 @@ Contents
|
||||
1. [Calendar](docs.user.tools.calendar.html)
|
||||
1. [Assignments](docs.user.tools.assignment.html)
|
||||
1. [Tags](docs.user.tools.tags.html)
|
||||
1. [Forms](docs.user.tools.form_tools.html)
|
||||
1. [Messages](docs.user.tools.messages.html)
|
||||
1. [Notes](docs.user.tools.notes.html)
|
||||
1. [Customize](docs.user.customize.html)
|
||||
1. [Custom Fields](docs.user.customize.custom_field.html)
|
||||
1. [Customize Form](docs.user.customize.custom_form.html)
|
||||
|
@ -13,7 +13,7 @@ Before you start implementation, lets get familiar with the terminology that is
|
||||
|
||||
This represents the Company records for which ERPNext is setup. With this same setup, you can create multiple Company records, each representing a different legal entity. The accounting for each Company will be different, but they will share the Customer, Supplier and Item records.
|
||||
|
||||
> Setup > Company > Companies
|
||||
> Setup > Company
|
||||
|
||||
#### Customer
|
||||
|
||||
@ -59,11 +59,11 @@ A list of all Communication with a Contact or Lead. All emails sent from the sys
|
||||
|
||||
#### Price List
|
||||
|
||||
A table of sale price for an Item. An Item can have multiple prices based on Customer / Supplier or Territory etc..
|
||||
A Price List is a place where different rate plans can be stored. It’s a name you give to a set of Item Prices stored under a particular List.
|
||||
|
||||
> Selling > Setup > Price List
|
||||
> Selling > Price List
|
||||
|
||||
> Buying > Setup > Price List
|
||||
> Buying > Price List
|
||||
|
||||
---
|
||||
|
||||
@ -73,7 +73,7 @@ A table of sale price for an Item. An Item can have multiple prices based on Cus
|
||||
|
||||
Represents a Financial Year or Accounting Year. You can operate multiple Fiscal Years at the same time. Each Fiscal Year has a start date and an end date and transactions can only be recorded in this period. When you “close” a fiscal year, it's balances are transferred as “opening” balances for the next fiscal year.
|
||||
|
||||
> Setup > Company > Fiscal Years
|
||||
> Setup > Company > Fiscal Year
|
||||
|
||||
#### Cost Center
|
||||
|
||||
@ -85,7 +85,7 @@ A Cost Center is like an Account, but the only difference is that its structure
|
||||
|
||||
A document that contains General Ledger (GL) entries and the sum of Debits and Credits of those entries is the same. In ERPNext you can update Payments, Returns etc using Journal Vouchers.
|
||||
|
||||
> Accounts > Journal Vouchers
|
||||
> Accounts > Journal Voucher
|
||||
|
||||
#### Sales Invoice
|
||||
|
||||
@ -103,7 +103,7 @@ A bill sent by a Supplier for delivery of Items (goods or services).
|
||||
|
||||
ERPNext allows you to book transactions in multiple currencies. There is only one currency for your book of accounts though. While posting your Invoices, payments in different currencies, the amount is converted to the default currency by the specified conversion rate.
|
||||
|
||||
> Setup > Company > Currencies
|
||||
> Setup > Currency
|
||||
|
||||
---
|
||||
|
||||
@ -113,7 +113,7 @@ ERPNext allows you to book transactions in multiple currencies. There is only on
|
||||
|
||||
A classification of Customers, usually based on market segment.
|
||||
|
||||
> Selling > Setup (sidebar) > Customer Group
|
||||
> Selling > Setup > Customer Group
|
||||
|
||||
#### Lead
|
||||
|
||||
@ -215,19 +215,19 @@ A unified table for all material movement from one warehouse to another. This is
|
||||
|
||||
Update Stock of multiple Items from a spreadsheet (CSV) file.
|
||||
|
||||
> Stock > Stock Reconciliation (in sidebar)
|
||||
> Stock > Stock Reconciliation
|
||||
|
||||
#### Quality Inspection
|
||||
|
||||
A note prepared to record certain parameters of an Item at the time of Receipt from Supplier, or Delivery to Customer.
|
||||
|
||||
> Stock > Tools > Quality Inspection
|
||||
> Stock > Quality Inspection
|
||||
|
||||
#### Item Group
|
||||
|
||||
A classification of Item.
|
||||
|
||||
> Stock > Setup (sidebar) > Item Group
|
||||
> Stock > Setup > Item Group
|
||||
|
||||
---
|
||||
|
||||
@ -249,7 +249,7 @@ A record of an approved or rejected request for leave.
|
||||
|
||||
A type of leave (for example, Sick Leave, Maternity Leave etc.)
|
||||
|
||||
> Human Resource > Leave and Attendance (sidebar) > Leave Type
|
||||
> Human Resource > Leave and Attendance > Leave Type
|
||||
|
||||
#### Salary Manager
|
||||
|
||||
@ -357,7 +357,7 @@ A title that can be set on a transaction just for printing. For example, you wan
|
||||
|
||||
Text of your terms of contract.
|
||||
|
||||
> Selling > Setup > Terms and Conditions Template
|
||||
> Selling > Setup > Terms and Conditions
|
||||
|
||||
#### Unit of Measure (UOM)
|
||||
|
||||
|
@ -7,6 +7,17 @@ Support Ticket is an incoming query from your Customer, usually via email or fro
|
||||
|
||||
> Tip: A dedicated support email id is a good way to integrate incoming queries via email. For example, you can send support queries to ERPNext at support@erpnext.com and it will automatically create a Support Ticket in the Web Notes system.
|
||||
|
||||
<br>
|
||||
|
||||
|
||||
> Support > Support Ticket > New Support Ticket
|
||||
|
||||
|
||||
|
||||
![Support Ticket](img/support-ticket.png)
|
||||
|
||||
|
||||
|
||||
#### Discussion Thread
|
||||
|
||||
When a new email is fetched from your mailbox, a new Support Ticket record is created and an automatic reply is sent to the sender indicating the Support Ticket Number. The sender can send additional information to this email. All subsequent emails containing this Support Ticket number in the subject will be added to this Support Ticket thread. The sender can also add attachments to the email.
|
||||
|
22
docs/user/tools/docs.user.tools.assignment.md
Normal file
22
docs/user/tools/docs.user.tools.assignment.md
Normal file
@ -0,0 +1,22 @@
|
||||
---
|
||||
{
|
||||
"_label": "Assignment"
|
||||
}
|
||||
---
|
||||
|
||||
You can assign any transaction to any user by clicking on the “Assign” button on the right hand column and adding a user.
|
||||
|
||||
#### Step 1: Click on the Assign To Button
|
||||
|
||||
![Assigned To](img/assigned-to.png)
|
||||
|
||||
|
||||
|
||||
#### Step 2: Add the User and other details
|
||||
|
||||
|
||||
![Assign User](img/assignment.png)
|
||||
|
||||
|
||||
This transaction will appear in the To-do list of the user in “My List” section. It will also appear
|
||||
in the “Assigned by me” section of the user, who has assigned this activity.
|
@ -3,9 +3,15 @@
|
||||
"_label": "Collaborating around Forms"
|
||||
}
|
||||
---
|
||||
### Email
|
||||
### Assigned to
|
||||
|
||||
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](img/forms.png)
|
||||
|
||||
|
||||
You can email any transaction from the system by clicking on the “Email” button in the right sidebar. A log of all your sent emails will be maintained in Communication.
|
||||
|
||||
### Comments
|
||||
|
||||
@ -13,4 +19,5 @@ Comments are a great way to add information about a transaction that is not a pa
|
||||
|
||||
### Tags
|
||||
|
||||
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](docs.user.tools.tags.html)
|
||||
|
||||
|
@ -5,7 +5,10 @@
|
||||
"docs.user.tools.todo",
|
||||
"docs.user.tools.form_tools",
|
||||
"docs.user.tools.messages",
|
||||
"docs.user.tools.notes"
|
||||
"docs.user.tools.notes",
|
||||
"docs.user.tools.calendar",
|
||||
"docs.user.tools.assignment",
|
||||
"docs.user.tools.tags"
|
||||
]
|
||||
}
|
||||
---
|
||||
|
@ -3,3 +3,20 @@
|
||||
"_label": "Notes"
|
||||
}
|
||||
---
|
||||
|
||||
You can store your long notes under this section. It can contain your partner lists, frequently used passwords, terms and conditions , or any other document which needs to be shared.
|
||||
|
||||
#### Step 1: Enter Title and Content
|
||||
|
||||
|
||||
![Notes](img/notes.png)
|
||||
|
||||
<br>
|
||||
|
||||
|
||||
#### Step 2: Set Permissions to select Users
|
||||
|
||||
|
||||
|
||||
![Notes](img/notes-1.png)
|
||||
|
||||
|
10
docs/user/tools/docs.user.tools.tags.md
Normal file
10
docs/user/tools/docs.user.tools.tags.md
Normal file
@ -0,0 +1,10 @@
|
||||
---
|
||||
{
|
||||
"_label": "Tags"
|
||||
}
|
||||
---
|
||||
|
||||
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](img/tags.png)
|
@ -1,23 +1,12 @@
|
||||
---
|
||||
{
|
||||
"_label": "Assignment and To Do"
|
||||
"_label": "To Do"
|
||||
}
|
||||
---
|
||||
### Assignment
|
||||
|
||||
You can assign any transaction to any user by clicking on the “Assign” button on the right hand column and adding a user.
|
||||
|
||||
Step 1: Click on the Assign To Button
|
||||
|
||||
Step 2: Add the User and other details
|
||||
|
||||
This transaction will appear in:
|
||||
|
||||
The To-do list of the user whom this is assigned to in “My List” section
|
||||
In the “Assigned by me” section of the user who has assigned this activity.
|
||||
|
||||
### To Do
|
||||
|
||||
To Do is a simple tool where all the activities assigned to you and assigned by you are listed. You can also add your own to-do items in the list.
|
||||
|
||||
|
||||
![To Do](img/to-do.png)
|
||||
|
||||
|
@ -11,6 +11,10 @@ To create a new blog, just create a new Blog from:
|
||||
|
||||
> Website > Blog > New Blog
|
||||
|
||||
|
||||
![Blog](img/blog.png)
|
||||
|
||||
|
||||
You can format the blog using the same Markdown format
|
||||
|
||||
You can access your blog by going to the page “blog.html”
|
||||
|
@ -11,8 +11,8 @@
|
||||
---
|
||||
Websites are a core component of any business and having a good website usually means:
|
||||
|
||||
- Lot of money.
|
||||
- Hard to update.
|
||||
- Invest lot of money.
|
||||
- Difficult to update.
|
||||
- Not interactive.
|
||||
|
||||
Unless you are a web designer yourself.
|
||||
@ -29,4 +29,4 @@ We will soon be adding a shopping cart facility so that your customers can place
|
||||
|
||||
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.
|
||||
|
||||
> The ERPNext website (www.erpnext.com) is generated from the Website Module! In the world of startups, its called eating-your-own-dog-food!
|
||||
> The ERPNext website (www.erpnext.com) is generated from the Website Module! In the world of startups, it's called eating-your-own-dog-food!
|
@ -29,6 +29,12 @@ To define the Top Bar Menus, Brand, Footers and Home Page, go to:
|
||||
|
||||
> Website > Website Settings
|
||||
|
||||
|
||||
![Website Setting](img/website-settings.png)
|
||||
|
||||
<br>
|
||||
|
||||
|
||||
#### Top Menu
|
||||
|
||||
Add each top menu item on a new link.
|
||||
@ -45,4 +51,4 @@ To set your brand, create a logo with a transparent background and white foregro
|
||||
|
||||
##### What is Website Analytics?
|
||||
|
||||
Website analytics help you track each visitor on your website. The analytics will tell you from which country, at what time, and what pages the visitor viewed. This will help you understand who your visitors are and what are they looking for. There are many analytics engines available and the most popular and Free service is Google Analytics. We definitely recommend using one of them to gain insight into your website visitors.
|
||||
Website analytics helps you to track each visitor on your website. The analytics will tell you from which country, at what time, and which pages the visitor viewed. This will help you understand who your visitors are and what they are looking for. There are many analytics engines available and the most popular and Free service is Google Analytics. We definitely recommend using one of them to gain insight into your website visitors.
|
@ -7,6 +7,10 @@ Static Content like your Home Page, About Us, Contact Us, Terms pages can be cre
|
||||
|
||||
> Website > Web Page > New Web Page
|
||||
|
||||
![Web Page](img/webpage.png)
|
||||
|
||||
|
||||
|
||||
#### Title
|
||||
|
||||
The first thing to set is the title of your page. The title has the maximum weight for search engines so choose a title that reflects the keywords that you are targeting for your audience.
|
||||
|
@ -11,4 +11,4 @@ def execute():
|
||||
tic = webnotes.get_obj("Support Ticket", d.name)
|
||||
tic.set_lead_contact(d.raised_by)
|
||||
webnotes.conn.sql("""update `tabSupport Ticket` set lead = %s, contact = %s, company = %s
|
||||
where name = %s""", (tic.doc.lead, tic.doc.contact, tic.doc.company, d.name))
|
||||
where name = %s""", (tic.doc.lead, tic.doc.contact, tic.doc.company, d.name
|
Loading…
x
Reference in New Issue
Block a user