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@ -7,6 +7,6 @@ Kundengruppen versetzen Sie in die Lage Ihre Kunden zu organisieren. Sie können
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> Tipp: Wenn Sie der Meinung sind, dass hier zu viel Aufwand getrieben wird, dann können Sie es bei einer Standard-Kundengruppe belassen. Aber der gesamte Aufwand wird sich dann auszahlen, wenn Sie die ersten Berichte erhalten. Ein Beispiel eines Berichts ist unten abgebildet.
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<img class="screenshot" alt="Customer Group report" src="{{docs_base_url}}/assets/img/crm/sales-analytics-customer.gif)">
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{next}
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@ -7,7 +7,7 @@ Ein Lieferantenauftrag kann automatisch aus einer Materialanfrage oder einem Lie
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### Flußdiagramm der Lieferantenbestellung
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<img class="screenshot" alt="Lieferantenauftrag" src="{{docs_base_url}}/assets/img/buying/purchase-order-f.jpg)">
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In ERPNext können Sie einen Lieferantenauftrag auch direkt erstellen über:
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@ -7,7 +7,7 @@ Sie können ein Lieferantenangebot aus einer Materialanfrage heraus erstellen.
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### Flußdiagramm zum Lieferantenangebot
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<img class="screenshot" alt="Lieferantenangebot" src="{{docs_base_url}}/assets/img/buying/supplier-quotation-f.jpg)">
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Sie können ein Lieferantenangebot auch direkt erstellen über:
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@ -5,18 +5,17 @@ Kunden können über das Kundenportal sehr einfach Fälle eröffnen. Eine einfac
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### Ticketliste leeren
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<img class="screenshot" alt="Issue List" src="{{docs_base_url}}/assets/img/website/portal-ticket-list-empty.png)">
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### Neuer Fall
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<img class="screenshot" alt="New Issue " src="{{docs_base_url}}/assets/img/website/portal-new-ticket.png)">
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### Fall öffnen
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<img class="screenshot" alt="Issue Raised" src="{{docs_base_url}}/assets/img/website/portal-ticket-1.gif)">
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### Fall beantworten
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<img class="screenshot" alt="Issue reply" src="{{docs_base_url}}/assets/img/website/portal-ticket-reply.gif)">
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{next}
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@ -9,11 +9,9 @@ Wenn Ihr Kunde das Angebot annimmt, können Sie das Angebot in einen Kundenauftr
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### Flußdiagramm des Kundenauftrags
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<img class="screenshot" alt="Kundenauftrag aus Angebot erstellen" src="{{docs_base_url}}/assets/img/selling/sales-order-f.jpg)">
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Um einen neuen Kundenauftrag zu erstellen gehen Sie zu:
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> Vertrieb > Kundenauftrag > Neuer Kundenauftrag
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Um einen neuen Kundenauftrag zu erstellen gehen Sie zu: > Vertrieb > Kundenauftrag > Neuer Kundenauftrag
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### Einen Kundenauftrag aus einem Angebot erstellen
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@ -27,10 +27,7 @@ Um eine Übersicht Ihrer Partner zu erhalten, gehen Sie zu:
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https://example.erpnext.com/Partners
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<img class="screenshot" alt="Sales Partner" src="{{docs_base_url}}/assets/img/crm/sales-partner-listing.png)">
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Im Folgenden sehen Sie, wie die vollständigen Daten Ihres Partners auf der Webseite angezeigt werden.
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{next}
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@ -3,13 +3,13 @@
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Eine Materialanfrage ist ein einfaches Dokument, welches einen Bedarf an Artikeln (Produkte oder Dienstleistungen) für einen bestimmten Zweck erfasst.
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<img class="screenshot" alt="Materialanfrage" src="({{docs_base_url}}/assets/img/buying/material-request-workflow.jpg)">
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Um eine Materialanfrage manuell zu erstellen, gehen Sie bitte zu:
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> Lagerbestand > Dokumente > Materialanfrage > Neu
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### Materialanfrage erstelle
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### Materialanfrage erstellen
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<img class="screenshot" alt="Materialanfrage" src="{{docs_base_url}}/assets/img/buying/material-request.png">
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@ -7,7 +7,7 @@ Der projizierte Lagerbestand wird vom Planungssystem verwendet um den Nachbestel
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Eine strikte Kontrolle des projizierten Lagerbestandes ist entscheidend um Engpässe vorherzusagen und die richtige Bestellmenge kalkulieren zu können.
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<img class="screenshot" alt="Projected Quantity" src="{{docs_base_url}}/assets/img/stock/projected-quantity-stock-report.png)">
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> Projizierte Menge = Momentan vorhandene Menge + Geplante Menge + Angefragte Menge + Bestellte Menge - Reservierte Menge
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@ -9,6 +9,6 @@ based on your domain).
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Customer Group”. But all this effort, will pay off when you start getting
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reports. An example of a sample report is given below:
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<img class="screenshot" alt="Customer Group report" src="{{docs_base_url}}/assets/img/crm/sales-analytics-customer.gif)">
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{next}
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@ -8,7 +8,7 @@ Orders and Purchase Invoices.
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> Buying > Setup > Purchase Taxes and Charges Template > New Purchase Taxes and Charges
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Master
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<img class="screenshot" alt="Purchase taxes" src="{{docs_base_url}}/assets/img/buying/purchase-taxes.png)">
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You can specify if the tax / charge is only for valuation (not a part of
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@ -1,10 +1,19 @@
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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.
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<<<<<<< HEAD
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<img class="screenshot" alt="Customer Portal Order 1" src="{{docs_base_url}}/assets/img/website/portal-menu.png">
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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.
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<img class="screenshot" alt="Customer Portal Order 1" src="{{docs_base_url}}/assets/img/website/website-login.png">
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=======
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Once an order is raised, either using the Shopping Cart or from within
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ERPNext, your customer can view the order and keep an eye on the billing and
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shipment status. When the invoice and payment against these orders are
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submitted, the customer can see the updated status on the portal, at a glance.
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<img class="screenshot" alt="Customer Portal" src={{docs_base_url}}/assets/img/website/place-order.png)
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>>>>>>> Edited help page
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#### Outstanding Sales Invoice
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@ -5,18 +5,18 @@ conversation.
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#### Empty Issue List
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<img class="screenshot" alt="Issue List" src="{{docs_base_url}}/assets/img/website/portal-ticket-list-empty.png)">
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#### New Issue
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<img class="screenshot" alt="New Issue " src="{{docs_base_url}}/assets/img/website/portal-new-ticket.png)">
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#### Open Issue
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<img class="screenshot" alt="Issue Raised" src="{{docs_base_url}}/assets/img/website/portal-ticket-1.gif)">
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#### Reply on Issue
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<img class="screenshot" alt="Issue reply" src="{{docs_base_url}}/assets/img/website/portal-ticket-reply.gif)">
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{next}
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@ -8,35 +8,35 @@ In ERPNext Kanban board can be an alternative for the list views. It helps you i
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To create a Kanban board in ERPNext click the Kanban dropdown on the sidebar, and select New Kanban Board.
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+<img class="screenshot" alt="Add New Kanban Board" src="{{docs_base_url}}/assets/img/customize/kanban-board-1.png">
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<img class="screenshot" alt="Add New Kanban Board" src="{{docs_base_url}}/assets/img/customize/kanban-board-1.png">
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###Add new Card/Document
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To add Cards on Kanban Board click Add Tasks. You can Edit a card details by click on the card and it will take you to the Task Doctype where you can further add and edit card details.
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+<img class="screenshot" alt="Add New Kanban Board" src="{{docs_base_url}}/assets/img/customize/kanban-board-2.png">
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<img class="screenshot" alt="Add card in Kanban Board" src="{{docs_base_url}}/assets/img/customize/kanban-board-2.png">
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###Update Cards/Document Status
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Based on the Task status you can drag and drop the Cards in the respective column. For example if the task is work in progress you can move the card for the task from the status Open to Working.
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+<img class="screenshot" alt="Add New Kanban Board" src="{{docs_base_url}}/assets/img/customize/kanban-board-3.gif">
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<img class="screenshot" alt="Move Cards on Kanban Board" src="{{docs_base_url}}/assets/img/customize/kanban-board-3.gif">
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###Manage Columns
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To add more columns in the Kanban board click Add columns.
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+<img class="screenshot" alt="Add New Kanban Board" src="{{docs_base_url}}/assets/img/customize/kanban-board-4.gif">
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<img class="screenshot" alt="Add New column in Kanban Board" src="{{docs_base_url}}/assets/img/customize/kanban-board-4.gif">
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To move columns based on the priority drag and drop the columns as per requirement.
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+<img class="screenshot" alt="Add New Kanban Board" src="{{docs_base_url}}/assets/img/customize/kanban-board-5.gif">
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<img class="screenshot" alt="Move columns in Kanban Board" src="{{docs_base_url}}/assets/img/customize/kanban-board-5.gif">
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To set Colors to a Card click drop down menu on the card and assign color to it.
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+<img class="screenshot" alt="Add New Kanban Board" src="{{docs_base_url}}/assets/img/customize/kanban-board-6.gif">
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<img class="screenshot" alt="Add color to cards in Kanban Board" src="{{docs_base_url}}/assets/img/customize/kanban-board-6.gif">
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You can also Archive and Restore the columns added in a Kanban board. To do so click Archive in drop down menu on the card. Once archived you can restore the column from the list of the archived columns in the Kanban board.
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+<img class="screenshot" alt="Add New Kanban Board" src="{{docs_base_url}}/assets/img/customize/kanban-board-7.gif">
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<img class="screenshot" alt="Archive and Restore in Kanban Board" src="{{docs_base_url}}/assets/img/customize/kanban-board-7.gif">
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@ -7,7 +7,7 @@ For example an Item Pen is stocked in Nos, but sold in Box. Hence we will make S
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###Step 1: In the Item master, under Unit of Measure section, you can list all the possible UoM of an item, with its UoM Conversion Factor. Update UoM Conversion Factors
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In one Box, if you get 10 Nos. of Pen, UoM Conversion Factor would be 10.
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+<img class="screenshot" alt="Item Unit of Measure" src="{{docs_base_url}}/assets/img/selling/Item-UOM.png">
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<img class="screenshot" alt="Item Unit of Measure" src="{{docs_base_url}}/assets/img/selling/Item-UOM.png">
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###Setp 2: In the Sale Order, you will find two UoM fields
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@ -17,7 +17,7 @@ In one Box, if you get 10 Nos. of Pen, UoM Conversion Factor would be 10.
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In both the fields, default UoM of an item will be fetched by default. You should edit UoM field, and select Sale UoM (Box in this case). Updating Sales UoM is mainly for the reference of the Customer. In the print format, you will see item quantity in the Sales UoM.
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+<img class="screenshot" alt="Sale order Unit of Measure" src="{{docs_base_url}}/assets/img/selling/Sale-Order-UOM.png">
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<img class="screenshot" alt="Sale order Unit of Measure" src="{{docs_base_url}}/assets/img/selling/Sale-Order-UOM.png">
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Based on the Qty and Conversion Factor, qty will be calculated in the Stock UoM of an item. If you sell just one Box, then Qty as per stock UoM will be set as 10.
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@ -26,4 +26,4 @@ Based on the Qty and Conversion Factor, qty will be calculated in the Stock UoM
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Irrespective of the Sales UoM selected in the Sale Order, stock ledger posting will be done in the Default UoM of an item. Hence you should ensure that conversion factor is entered correctly while selling item in different UoM.
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+<img class="screenshot" alt="Stock report in UOM" src="{{docs_base_url}}/assets/img/selling/stock ledger for as STOCK-UOM.png">
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<img class="screenshot" alt="Stock report in UOM" src="{{docs_base_url}}/assets/img/selling/stock ledger for as STOCK-UOM.png">
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@ -11,7 +11,7 @@ a Sales Order.
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### Sales Order Flow-Chart
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<img class="screenshot" alt="Sales Order flow" src="{{docs_base_url}}/assets/img/selling/{{docs_base_url}}/assets/img/buying/sales-order-f.jpg)">
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To create a new Sales Order go to:
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@ -25,7 +25,7 @@ To see listing of partner, you should go to:
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https://example.erpnext.com/partners
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<img class="screenshot" alt="Sales Partner" src="{{docs_base_url}}/assets/img/crm/sales-partner-listing.png)">
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{next}
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@ -22,7 +22,8 @@ In this table, you should select Item Group, Fiscal Year, Target Qty and Amount.
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If you wish to spread allocated target across months, then you should setup Monthly 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).
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<img class="screenshot" alt="Target Distribution" src="{{docs_base_url}}/assets/im/selling/sales-person-target-distribution.gif">
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####Report - Sales Person Target Variance Item Groupwise
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@ -32,7 +33,8 @@ To check this report, go to:
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This report will provide you variance between target and actual performance of Sales Person. This report is based on Sales Order report.
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<img class="screenshot" alt="Target Item Group" src="{{docs_base_url}}/assets/img/selling/sales-person-item-group-report.png">
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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.
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@ -48,7 +50,7 @@ To allocate target to Sales Person based on Territory, you can should select spe
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In the Territory master, you will find field to select Territory Manager. This field is linked to "Sales Person" master.
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<img class="screenshot" alt="Sales Person Territory Manager" src="{{docs_base_url}}/assets/img/selling/sales-person-territory-manager.png">
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####2.2 Allocating Target
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@ -62,7 +64,7 @@ Using this Monthly Distribution document, you can divide target Qty or Amount ac
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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.
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<img class="screenshot" alt="Sales Person Territory Report" src="{{docs_base_url}}/assets/img/selling/sales-person-territory-report.png">
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---
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@ -74,7 +76,7 @@ To create new Monthly Distriibution, go to:
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`Accounts > Monthly Distributon`
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<img class="screenshot" alt="Target Distribution" src="{{docs_base_url}}/assets/img.selling/erpnext/target-distribution.png">
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You can link Monthly Distribution while allocating targets in Sales Person as well as in Territory master.
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@ -38,7 +38,8 @@ file. To export the document in Excel tick the checkbox for Download in Excel Fi
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<img alt="Download Template" class="screenshot" src="{{docs_base_url}}/assets/img/setup/data-import/import-csv.png">
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### Download in Excel
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<img alt="Download Template" class="screenshot" src="{{docs_base_url}}/assets/img/setup/data-import/import-excel.png">
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<img alt="Download Template" class="screenshot" src="{{docs_base_url}}/assets/img/setup/data-import/data-import-excel.png">
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### 3\. Upload the File ethier in .xlsx or .csv
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@ -17,7 +17,8 @@ Example URL:
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http://instant.smses.com/web2sms.php?username=<USERNAME>&password;=<PASSWORD>&to;=<MOBILENUMBER>&sender;=<SENDERID>&message;=<MESSAGE>
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<img class="screenshot" alt="SMS Setting 2" src="{{docs_base_url}}/assets/img/setup/sms-settings2.jpg">
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> Note: the string up to the "?" is the SMS Gateway URL
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@ -35,6 +36,6 @@ Note that some parameters in the URL are static.You will get static values
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from your SMS Provider like username, password etc. These static values should
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be entered in the Static Parameters table.
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<img class="screenshot" alt="SMS Setting" src="{{docs_base_url}}/assets/img/setup/sms-settings1.png)">
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{next}
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@ -52,7 +52,11 @@ Inspection Criteria: If a Quality Inspection is prepared for this Item, then thi
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### Purchase Details
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<<<<<<< HEAD
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<img alt="Item Purchase Details" class="screenshot" src="{{docs_base_url}}/assets/img/stock/item-purchase.png">
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=======
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<img class="screenshot" alt="Purchase details" src="{{docs_base_url}}/assets/img/stock/item-purchase.png">
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>>>>>>> Edited help page
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* **Lead time days:** Lead time days are the number of days required for the Item to reach the warehouse.
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@ -72,9 +76,14 @@ Inspection Criteria: If a Quality Inspection is prepared for this Item, then thi
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### Sales Details
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<<<<<<< HEAD
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<img alt="Item Sales Details" class="screenshot" src="{{docs_base_url}}/assets/img/stock/item-sales.png">
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* **Default Income Account:** Income account selected here will be fetched automatically in sales invoice for this item.
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=======
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<img class="screenshot" alt="Sales details" src="{{docs_base_url}}/assets/img/stock/item-sales.png)">
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>>>>>>> Edited help page
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* **Cost Centre:** Cost center selected here will be fetched automatically in sales invoice for this item.
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@ -82,7 +91,12 @@ Inspection Criteria: If a Quality Inspection is prepared for this Item, then thi
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### Manufacturing And Website
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<<<<<<< HEAD
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<img alt="Item Manfacturing and Website Details" class="screenshot" src="{{docs_base_url}}/assets/img/stock/item-manufacturing-and-website.png">
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=======
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<img class="screenshot" alt="Manufaturing details" src="{{docs_base_url}}/assets/img/stock/item-manufacturing-website.png">
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>>>>>>> Edited help page
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Visit [Manufacturing]({{docs_base_url}}/user/manual/en/manufacturing.html) and [Website ]({{docs_base_url}}/user/manual/en/website.html)to understand these topics in detail.
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