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[docs] minor permissions page completed

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Priya 2013-09-24 12:50:35 +05:30
parent a5b5bfcab0
commit 200137d152
3 changed files with 58 additions and 4 deletions
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22
docs/user/selling/docs.user.selling.quotation.md
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@ -9,11 +9,28 @@ To create a new Quotation go to:
> Selling > Quotation > New Quotation > Selling > Quotation > New Quotation
#### Step 1: Enter Customer Details and Order Type.
<br>
![Quotation](img/quotation.png) ![Quotation](img/quotation.png)
<br>
#### Step 2: Add Currency and Price List
<br>
![Quotation](img/quotation-1.png)
#### Step #: Enter Item and Tax Details.
<br>
![Quotation](img/quotation-2.png)
@ -41,7 +58,8 @@ The rates you quote may depend on two things.
### Taxes ### Taxes
To add taxes to your Quotation, you can either select a tax template, Sales Taxes and Charges Master or add the taxes on your own. To add taxes to your Quotation, you can either select a tax template, Sales Taxes and Charges Master or add the taxes on your own. To understand taxes in detail visit [Taxes](docs.user.setup.taxes.html)
You can add taxes in the same manner as the Sales Taxes and Charges Master. You can add taxes in the same manner as the Sales Taxes and Charges Master.
@ -50,7 +68,7 @@ You can add taxes in the same manner as the Sales Taxes and Charges Master.
Each Quotation must ideally contain a set of terms, of your contract. It is usually a good idea to make templates of your Terms and Conditions, so that you have a standard set of terms. Each Quotation must ideally contain a set of terms, of your contract. It is usually a good idea to make templates of your Terms and Conditions, so that you have a standard set of terms.
You can do this by going to: You can do this by going to:
> Selling > Terms and Conditions (right sidebar) > Selling > Terms and Conditions
#### What should Terms and Conditions Contain? #### What should Terms and Conditions Contain?

37
docs/user/setup/docs.user.setup.permissions.md
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@ -3,7 +3,7 @@
"_label": "Setting up Permissions" "_label": "Setting up Permissions"
} }
--- ---
ERPNext has a role-based permission system, which means that you can assign Roles to Users, and permissions on Roles. ERPNext has a role-based permission system, which means that you can assign Roles to Users, and Permissions on Roles.
ERPNext has a very powerful permission structure that will allow you to set permissions right up to the field level. ERPNext has a very powerful permission structure that will allow you to set permissions right up to the field level.
@ -40,6 +40,7 @@ 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. 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. Select Sales Order in “Set Permissions For”
1. In the row for Role “Sales User”, in the last column “Restrict By”, select “territory”. 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. To assign Territories to Users, click on “Set Users / Roles”
@ -50,7 +51,41 @@ To set “match” rules, select the drop-down in the last column.

For exam
In the same way, add a row for each user. In the same way, add a row for each user.
#### Step 1:Select Sales Order in "Set Permissions For"
![Permissions Manager](img/permission-manager-1.png)
#### Step 2: Select restriction option as Territory
<br>
![Permissions Manager](img/permission-manager-2.png)
<br>
#### Step 3:To assign Territories to users. click on "Set Users/Roles"
<br>
![Permissions Manager](img/permission-manager-3.png)
#### Step 3: Restrict User by selecting Territory
![Permission Manager](img/permission-manager-4.png)
#### Step 4: Select the User to assign to a Territory
![Permission Manager](img/permission-manager-5.png)
> **Note 1:** The “match” rules apply to all documents that you have matched by Territory. > **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. > **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.

 

If you have more than two companies, we recommend that you should maintain seperate databases for these companies (2/3 ERPnext accounts). This avoids data leak from one company to another.

3
docs/user/setup/docs.user.setup.pos_setting.md
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@ -18,4 +18,5 @@ Set default values as defined.
![POS Setting](img/pos-setting.png) ![POS Setting](img/pos-setting.png)
> 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. > 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](docs.user.accounts.pos.html)