Setup Wizard Updates (#12337)

Changes to support v10 ERPNext Setup Wizard
This commit is contained in:
James Robertson 2018-01-05 01:20:04 -06:00 committed by Nabin Hait
parent 291b26ad04
commit 46196c4ad3
37 changed files with 185 additions and 64 deletions

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# Setup Wizard
The Setup Wizard helps you quickly setup ERPnext as per your locale and sets up your organisation.
The Setup Wizard helps you quickly setup ERPnext as per your locale and sets up your organization.
Here is a quick overview of the steps:

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step-1-language
step-2-currency-and-timezone
step-3-user-details
step-4-two-factor-authentication
step-5-company-details
step-01-language
step-02-currency-and-timezone
step-03-user-details
step-04-select-domain
step-05-the-brand
step-06-your-organization
step-07-setup-company-complete
step-08-set-sales-target
step-09-customers
step-10-letterhead
step-11-suppliers
step-12-users

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# Step 2: Country, Currency and Time Zone
Set your Country Name, Time Zone and Currency.
<img alt="Currency" class="screenshot" src="/docs/assets/img/setup-wizard/step-2.png">
### Default Currency
For most countries, your currency and time zone will be automatically set.
---
Translations are contributed by the ERPNext Community. If you want to contribute, [please checkout the translator portal](https://translate.erpnext.com).
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# Step 3: User Details
Enter the First User. Give the Full Name, Email Address (as User ID) and Password. This first user will be setup as a System Manager with privileges similar to the Administrator account.
<img alt="User" class="screenshot" src="/docs/assets/img/setup-wizard/step-3.png">
---
Translations are contributed by the ERPNext Community. If you want to contribute, [please checkout the translator portal](https://translate.erpnext.com).
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# Step 4: Select Domain
Select the domain(s) that will be enabled after setup.
<img alt="Domains" class="screenshot" src="/docs/assets/img/setup-wizard/step-4.png">
---
Translations are contributed by the ERPNext Community. If you want to contribute, [please checkout the translator portal](https://translate.erpnext.com).
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# Step 5: The Brand
Enter Company Name, Abbreviation and add a logo.
<img alt="Company Details" class="screenshot" src="/docs/assets/img/setup-wizard/step-5.png">
### Company Abbreviation
These will be appended to your **Account** Heads, for example if your abbreviation is **WPL**, then your Sales account will be **Sales - WPL**
For Example: East Wind will be abbreviated as EW. Shades of Green will be abbreviated as SOG. In case you wish to give your own abbreviation, you can do so. The text field allows any type of text.
---
Translations are contributed by the ERPNext Community. If you want to contribute, [please checkout the translator portal](https://translate.erpnext.com).
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# Step 6: Your Organization
Enter in a short sentence of what your company does. This is often a mission statement or vision statement.
Add the name of the organization's primary financial institution. This information will populate **Accounts**.
<img alt="Company Details" class="screenshot" src="/docs/assets/img/setup-wizard/step-6.png">
### Chart of Accounts
Select whether the organization will use a standard chart of accounts without number or a standard chart of accounts with numbers. The out of box chart of accounts is the same either way.
### Financial Year
Any annual period at the end of which a firm's accounts are made up is called a Financial Year. Some countries have their account year starting from 1st January and some 1st April.
The end date will be set automatically
---
Translations are contributed by the ERPNext Community. If you want to contribute, [please checkout the translator portal](https://translate.erpnext.com).
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# Step 7: Initial Setup Complete
The initial setup wizard will create all the settings needed including the first system manager user.
<img alt="Language" class="screenshot" src="/docs/assets/img/setup-wizard/step-6a.png">
When complete, the Setup Wizard will go to the Desk and begin a secondary set of steps. This screen shows that the initial setup wizard is complete and begins the secondary setup wizard.
<img alt="Language" class="screenshot" src="/docs/assets/img/setup-wizard/step-7.png">
---
Translations are contributed by the ERPNext Community. If you want to contribute, [please checkout the translator portal](https://translate.erpnext.com).
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# Step 8: Set Sales Target
Set a monthly sales target for the organization in the currency selected during Step 2.
<img alt="Language" class="screenshot" src="/docs/assets/img/setup-wizard/step-8.png">
If a sales target is not known, then clicking **Mark as Done** will complete the step.
<img alt="Language" class="screenshot" src="/docs/assets/img/setup-wizard/step-8a.png">
---
Translations are contributed by the ERPNext Community. If you want to contribute, [please checkout the translator portal](https://translate.erpnext.com).
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# Step 9: Add Customers
Add known customers to the system.
<img alt="Language" class="screenshot" src="/docs/assets/img/setup-wizard/step-9.png">
If customers are not known, then clicking **Mark as Done** will complete the step.
<img alt="Language" class="screenshot" src="/docs/assets/img/setup-wizard/step-9a.png">
---
Translations are contributed by the ERPNext Community. If you want to contribute, [please checkout the translator portal](https://translate.erpnext.com).
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# Step 10: Company Letter Head
Add a company logo to be used as a standard letter head on all printed invoices and other document types. Ideally the logo is 900px by 100px.
<img alt="Language" class="screenshot" src="/docs/assets/img/setup-wizard/step-10.png">
If a letter head logo file is not available, the clicking **Mark as Done** will complete the step.
<img alt="Language" class="screenshot" src="/docs/assets/img/setup-wizard/step-10a.png">
---
Translations are contributed by the ERPNext Community. If you want to contribute, [please checkout the translator portal](https://translate.erpnext.com).
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# Step 11: Add Suppliers
Add known suppliers to the system.
<img alt="Language" class="screenshot" src="/docs/assets/img/setup-wizard/step-11.png">
If suppliers are not known, then clicking **Mark as Done** will complete the step.
<img alt="Language" class="screenshot" src="/docs/assets/img/setup-wizard/step-11a.png">
## Step 11a: Other Domain Specific Steps
Depending on the domain(s) selected in Step 4, there will be more screens to fill in for the secondary setup wizard.
---
Translations are contributed by the ERPNext Community. If you want to contribute, [please checkout the translator portal](https://translate.erpnext.com).
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# Step 12: Add Users
The last step in the secondary setup wizard will prompt to add more users to the system. These users will be regular non-privileged users.
<img alt="Language" class="screenshot" src="/docs/assets/img/setup-wizard/step-12.png">
If users are not known, then clicking **Mark as Done** will complete the step.
<img alt="Language" class="screenshot" src="/docs/assets/img/setup-wizard/step-12a.png">
---
Translations are contributed by the ERPNext Community. If you want to contribute, [please checkout the translator portal](https://translate.erpnext.com).
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# Step 2: Currency and Timezone
Set your country name, currency and timezone.
<img alt="Currency" class="screenshot" src="/docs/assets/img/setup-wizard/step-2.png">
---
### Default Currency
For most countries, your currency and timezone will be automatically set
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# Step 3: User Details
Enter Users Profile Details like Name, User ID and preferred password.
<img alt="User" class="screenshot" src="/docs/assets/img/setup-wizard/step-3.png">
---
Note: Add your own photograph, not your company's
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# Step 4: Two Factor Authentication
Enable Two Factor Athentication
<img alt="TwoFactor" class="screenshot" src="/docs/assets/img/setup-wizard/twofactor.png">
---
###Authentication Method
Whenevever each user logs in, based on the role set for that user,
they will be asked for a **One Time Password** after they input
their login details.
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# Step 5: Company Details
Enter Company Details like Name, Abbreviation and Financial Year Details.
<img alt="Company Details" class="screenshot" src="/docs/assets/img/setup-wizard/step-4.png">
---
### Company Abbreviation
These will be appened to your **Account** Heads, for example if your abbreviation is **WP**, then your Sales account will be **Sales - WPL**
For Example: East Wind will be abbreviated as EW. Shades of Green will be abbreviated as SOG. In case you wish to give your own abbreviation, you can do so. The text field allows any type of text.
### Financial Year
Any annual period at the end of which a firm's accounts are made up is called a Financial Year. Some countries have their account year starting from 1st January and some 1st April.
The end date will be set automatically
{next}