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Merge pull request #8053 from umairsy/video-pages

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updated erpnext-learn pages
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Nabin Hait 2017-03-23 17:02:34 +05:30 committed by GitHub
commit 4a8a62a202
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2
erpnext/controllers/accounts_controller.py
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@ -426,7 +426,7 @@ class AccountsController(TransactionBase):
max_allowed_amt = flt(ref_amt * (100 + tolerance) / 100)
if total_billed_amt - max_allowed_amt > 0.01:
frappe.throw(_("Cannot overbill for Item {0} in row {1} more than {2}. To allow overbilling, please set in Stock Settings").format(item.item_code, item.idx, max_allowed_amt))
frappe.throw(_("Cannot overbill for Item {0} in row {1} more than {2}. To allow over-billing, please set in Buying Settings").format(item.item_code, item.idx, max_allowed_amt))
def get_company_default(self, fieldname):
from erpnext.accounts.utils import get_company_default

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erpnext/docs/install.md
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@ -8,7 +8,7 @@ To intall ERPNext, you will have to install the <a href="https://github.com/frap
After you have installed Frappe Bench, go to you bench folder, which is `frappe.bench` by default and setup **erpnext**.
bench get-app erpnext https://github.com/frappe/erpnext
bench get-app erpnext {{ source_link }}
Then create a new site to install the app.
@ -27,4 +27,4 @@ To run this locally, run
Fire up your browser and go to http://localhost:8000 and you should see the login screen. Login as **Administrator** and **admin** (or the password you set at the time of `new-site`) and you are set.
<!-- jinja -->
<!-- autodoc -->
<!-- autodoc -->

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erpnext/docs/license.html
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@ -7,7 +7,7 @@
<p>Version 3, 29 June 2007</p>
<p>Copyright (C) 2007 Free Software Foundation, Inc.
<a href="http://fsf.org/" rel="nofollow">http://fsf.org/</a></p>
<a href="http://fsf.org/">http://fsf.org/</a></p>
<p>Everyone is permitted to copy and distribute verbatim copies of this
license document, but changing it is not allowed.</p>
@ -654,7 +654,7 @@ the exclusion of warranty; and each file should have at least the
GNU General Public License for more details.
You should have received a copy of the GNU General Public License
along with this program. If not, see &lt;<a href="http://www.gnu.org/licenses/" rel="nofollow">http://www.gnu.org/licenses/</a>&gt;.
along with this program. If not, see &lt;<a href="http://www.gnu.org/licenses/">http://www.gnu.org/licenses/</a>&gt;.
</code></pre>
<p>Also add information on how to contact you by electronic and paper
@ -677,14 +677,14 @@ use an "about box".</p>
<p>You should also get your employer (if you work as a programmer) or
school, if any, to sign a "copyright disclaimer" for the program, if
necessary. For more information on this, and how to apply and follow
the GNU GPL, see <a href="http://www.gnu.org/licenses/" rel="nofollow">http://www.gnu.org/licenses/</a>.</p>
the GNU GPL, see <a href="http://www.gnu.org/licenses/">http://www.gnu.org/licenses/</a>.</p>
<p>The GNU General Public License does not permit incorporating your
program into proprietary programs. If your program is a subroutine
library, you may consider it more useful to permit linking proprietary
applications with the library. If this is what you want to do, use the
GNU Lesser General Public License instead of this License. But first,
please read <a href="http://www.gnu.org/philosophy/why-not-lgpl.html" rel="nofollow">http://www.gnu.org/philosophy/why-not-lgpl.html</a>.</p>
please read <a href="http://www.gnu.org/philosophy/why-not-lgpl.html">http://www.gnu.org/philosophy/why-not-lgpl.html</a>.</p>
<!-- autodoc -->

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erpnext/docs/user/videos/learn/.txt Normal file
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erpnext/docs/user/videos/learn/budgeting.md Normal file
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@ -0,0 +1,7 @@
# Budgeting
<iframe width="660" height="371" src="https://www.youtube.com/embed/pDDhR-D45eI" frameborder="0" allowfullscreen></iframe>
**Duration: 3:26**
Budgeting feature will help you from over-spending. In ERPNext, you can define budgets based on Cost Center and Projects.

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erpnext/docs/user/videos/learn/bulk-update.md Normal file
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@ -0,0 +1,7 @@
# Bulk Update Data
<iframe width="660" height="371" src="https://www.youtube.com/embed/J46-6qtyZ9U" frameborder="0" allowfullscreen></iframe>
**Duration: 1:38**
Bulk Update Tool help you in over-writing value in the specific field of exitsting records.

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erpnext/docs/user/videos/learn/chart-of-accounts.md
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@ -1,9 +1,9 @@
# Chart of Accounts
<iframe width="660" height="371" src="https://www.youtube.com/embed/DyR-DST-PyA" frameborder="0" allowfullscreen></iframe>
<iframe width="660" height="371" src="https://www.youtube.com/embed/AcfMCT7wLLo" frameborder="0" allowfullscreen></iframe>
**Duration: 2:26**
**Duration: 3:10**
This tutorial walks you through setting up Accounts in the Chart of Account master. This is the most crucial master for getting your financial statement and other accounting reports correct.
Chart of Account is a tree structure master which allows user to define parent and child relationship between accounts. Also there are various account types (like Income a/c, Expense a/c, Bank a/c, Tax a/c etc.) which helps you segregate and filter out other accounts while creating transactions.
Chart of Account is a tree structure master which allows user to define parent and child relationship between accounts. Also there are various account types (like Income a/c, Expense a/c, Bank a/c, Tax a/c etc.) which helps you segregate and filter out other accounts while creating transactions.

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erpnext/docs/user/videos/learn/customer-and-supplier.md
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@ -1,7 +1,7 @@
# Customer and Supplier
<iframe width="660" height="371" src="https://www.youtube.com/embed/anoGi_RpQ20" frameborder="0" allowfullscreen></iframe>
<iframe width="660" height="371" src="https://www.youtube.com/embed/zsrrVDk6VBs" frameborder="0" allowfullscreen></iframe>
**Duration: 3:21**
**Duration: 4:35**
This video demonstrate creating Customer and Suppliers in ERPNext. It also covers setting up masters required for creating Customer and Supplier like Customer Group, Territory and Supplier Type.

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erpnext/docs/user/videos/learn/data-import-tool.md
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@ -2,6 +2,6 @@
<iframe width="660" height="371" src="https://www.youtube.com/embed/Ta2Xx3QoK3E" frameborder="0" allowfullscreen></iframe>
**Duration: 6:32**
**Duration: 6:31**
This video walks you through on importing data in ERPNext from spreadsheet files. This tools allows you in faster migration of masters and transactions from legacy system into ERPNext. You can also use this tool to export data from ERPNext, and keep it as a backup of specific document type.

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erpnext/docs/user/videos/learn/distributors.md Normal file
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@ -0,0 +1,7 @@
# ERPNext for Distributors
<iframe width="660" height="371" src="https://www.youtube.com/embed/YoHc35XNBus" frameborder="0" allowfullscreen></iframe>
**Duration: 51:47**
This video is a recording of a webinar on how a distribution business can use ERPNext. It covers Selling, Buying, Stock and Accounts module. Also, you can can learn how serialised and batchwise inventory can be maintained in ERPNext.

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erpnext/docs/user/videos/learn/employee.md
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@ -1,7 +1,7 @@
# Employee
<iframe width="660" height="371" src="https://www.youtube.com/embed/USfIUdZlUhw" frameborder="0" allowfullscreen></iframe>
<iframe width="660" height="371" src="https://www.youtube.com/embed/kkwOzeU4wFU" frameborder="0" allowfullscreen></iframe>
**Duration: 1:59**
**Duration: 3:26**
This video walks you through adding Employee in ERPNext.
This is a help video on how to add and manage Employees in ERPNext.

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erpnext/docs/user/videos/learn/fixed-assets.md Normal file
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@ -0,0 +1,7 @@
# Fixed Assets Management
<iframe width="660" height="371" src="https://www.youtube.com/embed/I-K8pLRmvSo" frameborder="0" allowfullscreen></iframe>
**Duration: 6:35**
In this video, you will learn how to add Assets and manage Asset Depreciation in ERPNext.

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erpnext/docs/user/videos/learn/index.md
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@ -9,12 +9,35 @@
</div>
</div>
<br>
<h3>ERPNext Demonstrations</h3>
<ul class="list-unstyled video-list">
<li><a href="{{docs_base_url}}/user/videos/learn/services.html">
ERPNext for Services Business</a>
<span class="text-muted pull-right">52:50</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/distributors.html">
ERPNext for Distributors</a>
<span class="text-muted pull-right">51:47</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/manufacturing-make-to-order.html">
ERPNext for Manufacturers</a>
<span class="text-muted pull-right">14:26</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/retailers.html">
ERPNext for Retailers</a>
<span class="text-muted pull-right">39:21</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/schools.html">
ERPNext for Schools</a>
<span class="text-muted pull-right">39:21</span>
</li>
</ul>
<br>
<h3>Using ERPNext</h3>
<ul class="list-unstyled video-list">
<li>
<a href="{{docs_base_url}}/user/videos/learn/navigation.html">
<li><a href="{{docs_base_url}}/user/videos/learn/navigation.html">
User Interface and Navigation</a>
<span class="text-muted pull-right">1:17</span>
<span class="text-muted pull-right">2:17</span>
</li>
</ul>
<br>
@ -26,11 +49,11 @@
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/user-and-permission.html">
User and Permissions</a>
<span class="text-muted pull-right">4:20</span>
<span class="text-muted pull-right">6:16</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/data-import-tool.html">
Data Import Tool</a>
<span class="text-muted pull-right">3:24</span>
<span class="text-muted pull-right">6:31</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/printing-and-branding.html">
Printing and Branding</a>
@ -38,23 +61,23 @@
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/customer-and-supplier.html">
Customer and Supplier</a>
<span class="text-muted pull-right">3:21</span>
<span class="text-muted pull-right">4:35</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/item.html">
Item and Pricing</a>
<span class="text-muted pull-right">3:17</span>
<span class="text-muted pull-right">3:55</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/opening-stock.html">
Opening Stock</a>
<span class="text-muted pull-right">2:06</span>
<span class="text-muted pull-right">4:27</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/chart-of-accounts.html">
Chart of Accounts</a>
<span class="text-muted pull-right">2:26</span>
<span class="text-muted pull-right">3:10</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/opening-account-balances.html">
Opening Account Balances</a>
<span class="text-muted pull-right">3:46</span>
<span class="text-muted pull-right">4:40</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/email-account.html">
Email Account</a>
@ -69,8 +92,12 @@
<h3>CRM and Sales</h3>
<ul class="list-unstyled video-list">
<li><a href="{{docs_base_url}}/user/videos/learn/lead-to-quotation.html">
Lead to Quotation</a>
<span class="text-muted pull-right">2:00</span>
Customer Relationship Management</a>
<span class="text-muted pull-right">3:29</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/customer-and-supplier.html">
Customer</a>
<span class="text-muted pull-right">4:35</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/sales-cycle.html">
Sales Order to Payment</a>
@ -96,17 +123,25 @@
<br>
<h3>Buying</h3>
<ul class="list-unstyled video-list">
<li><a href="{{docs_base_url}}/user/videos/learn/customer-and-supplier.html">
Supplier</a>
<span class="text-muted pull-right">4:35</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/material-request-to-purchase-order.html">
Material Request to Purchase Order</a>
<span class="text-muted pull-right">2:25</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/request-for-quotation.html">
Request for Quotation</a>
<span class="text-muted pull-right">3:17</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/purchase-cycle.html">
Purchase Order to Payment</a>
<span class="text-muted pull-right">3:16</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/taxes.html">
Taxes</a>
<span class="text-muted pull-right">3:00</span>
<span class="text-muted pull-right">5:13</span>
</li>
</ul>
<br>
@ -121,19 +156,19 @@
<span class="text-muted pull-right">2:38</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/opening-stock.html">
Opening Stock</a>
<span class="text-muted pull-right">2:06</span>
Stock Opening Balance</a>
<span class="text-muted pull-right">4:27</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/stock-entries.html">
Stock Entries</a>
<span class="text-muted pull-right">3:46</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/serialized-inventory.html">
Seriralized Inventory</a>
Serialized Inventory</a>
<span class="text-muted pull-right">4:12</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/batch-inventory.html">
Batch Inventory</a>
Batched Inventory</a>
<span class="text-muted pull-right">3:46</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/subcontracting.html">
@ -144,26 +179,34 @@
Quality Inspection</a>
<span class="text-muted pull-right">2:36</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/fixed-assets.html">
Fixed Assets Management</a>
<span class="text-muted pull-right">6:35</span>
</li>
</ul>
<br>
<h3>Accounts</h3>
<ul class="list-unstyled video-list">
<li><a href="{{docs_base_url}}/user/videos/learn/chart-of-accounts.html">
Chart of Accounts</a>
<span class="text-muted pull-right">2:26</span>
<span class="text-muted pull-right">3:10</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/opening-account-balances.html">
Opening Account Balances</a>
<span class="text-muted pull-right">3:46</span>
Accounts Opening Balances</a>
<span class="text-muted pull-right">4:40</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/taxes.html">
Taxes</a>
<span class="text-muted pull-right">3:00</span>
<span class="text-muted pull-right">5:13</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/advance-payments.html">
Advance Payments</a>
<span class="text-muted pull-right">2:52</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/budgeting.html">
Budgeting</a>
<span class="text-muted pull-right">3:26</span>
</li>
</ul>
<br>
<h3>Manufacturing</h3>
@ -180,12 +223,22 @@
Production Order</a>
<span class="text-muted pull-right">2:24</span>
</li>
<li>
<a href="{{docs_base_url}}/user/videos/learn/manufacturing-make-to-order.html">
ERPNext for Manufacturers (Make to Order)</a>
<span class="text-muted pull-right">14:26</span>
</li>
<li>
<a href="{{docs_base_url}}/user/videos/learn/manufacturing-enigneer-to-order.html">
ERPNext for Manufacturers (Engineer to Order)</a>
<span class="text-muted pull-right">44:40</span>
</li>
</ul>
<br>
<h3>Human Resource</h3>
<ul class="list-unstyled video-list">
<li><a href="{{docs_base_url}}/user/videos/learn/employee.html">
Employee</a>
Employees</a>
<span class="text-muted pull-right">1:59</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/processing-payroll.html">
@ -197,7 +250,7 @@
<span class="text-muted pull-right">2:50</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/expense-claim.html">
Expense Claim</a>
Expense Claims</a>
<span class="text-muted pull-right">2:52</span>
</li>
</ul>
@ -208,6 +261,10 @@
Point of Sale</a>
<span class="text-muted pull-right">2:34</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/retailers.html">
ERPNext for Retailers (Demo)</a>
<span class="text-muted pull-right">39:21</span>
</li>
</ul>
<br>
<h3>Project</h3>
@ -235,6 +292,10 @@
Field Customization</a>
<span class="text-muted pull-right">3:10</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/bulk-update.html">
Bulk Update Data</a>
<span class="text-muted pull-right">1:38</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/workflow.html">
Workflow</a>
<span class="text-muted pull-right">3:38</span>

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erpnext/docs/user/videos/learn/index.txt
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@ -39,4 +39,8 @@ drop-ship
file-manager
publish-items-on-website
shopping-cart
report-builder
report-builder
services
distributors
manufacturing-make-to-order
manufacturing-enigneer-to-order

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erpnext/docs/user/videos/learn/item.md
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@ -1,7 +1,7 @@
# Item and Pricing
<iframe width="660" height="371" src="https://www.youtube.com/embed/qXaEwld4_Ps" frameborder="0" allowfullscreen></iframe>
<iframe width="660" height="371" src="https://www.youtube.com/embed/FcOsV-e8ymE" frameborder="0" allowfullscreen></iframe>
**Duration: 3:17**
**Duration: 3:55**
This tutorial walks you through managing stock and service item in ERPNext. For each item, you can track its standard selling and buying price using Price List.

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erpnext/docs/user/videos/learn/lead-to-quotation.md
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@ -1,8 +1,8 @@
# Lead to Quotation
# Customer Relationship Management (CRM)
<iframe width="660" height="371" src="https://www.youtube.com/embed/TxYX4r4JAKA" frameborder="0" allowfullscreen></iframe>
<iframe width="660" height="371" src="https://www.youtube.com/embed/o9XCSZHJfpA" frameborder="0" allowfullscreen></iframe>
**Duration: 2:00**
**Duration: 3:29**
This video walks you through creating Lead in the CRM module. You can convert Lead into Opportunity, one which has good probability of conversion. When customer ask for the Quotation,
you can fetch Lead and item details from Opportunity to Quotation.

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@ -0,0 +1,7 @@
# ERPNext for Manufacturers (Engineer-to-Order)
<iframe width="660" height="371" src="https://www.youtube.com/embed/GANHuLUptBQ" frameborder="0" allowfullscreen></iframe>
**Duration: 44:40**
This video is a recording of a webinar on how a manufacturing company operating based on **engineer to order **. This session covers modules like Selling, Manufacturing, Buying and Accounts.

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@ -0,0 +1,7 @@
# ERPNext for Manufacturers (Make-to-Order)
<iframe width="660" height="371" src="https://www.youtube.com/embed/xE74wdQU5cc" frameborder="0" allowfullscreen></iframe>
**Duration: 14:26**
This video is a recording of a webinar on how a manufacturing company operating based on **make to order** can use ERPNext. This session covers modules like Selling, Manufacturing, Buying and Accounts. You can learn how to make a Bill of Materials of production item and plan for item's production from Sales Order.

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erpnext/docs/user/videos/learn/navigation.md
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@ -1,7 +1,7 @@
# User Interface and Navigation
<iframe width="660" height="371" src="https://www.youtube.com/embed/YDoI2DF4Lmc?list=PL3lFfCEoMxvxDHtYyQFJeUYkWzQpXwFM9" frameborder="0" allowfullscreen></iframe>
<iframe width="660" height="371" src="https://www.youtube.com/embed/HdblX7kOWWs" frameborder="0" allowfullscreen></iframe>
**Duration: 1:17**
**Duration: 2:17**
This video walks you through using the ERPNext "Desk" interface. The ERPNext User Interface is very web friendly and if you have used a website or mobile app before, the navigation should be very intuitive.

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erpnext/docs/user/videos/learn/opening-account-balances.md
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@ -1,7 +1,7 @@
# Opening Account Balances
<iframe width="660" height="371" src="https://www.youtube.com/embed/kdgM20Q-q68" frameborder="0" allowfullscreen></iframe>
<iframe width="660" height="371" src="https://www.youtube.com/embed/U5wPIvEn-0c" frameborder="0" allowfullscreen></iframe>
**Duration: 3:46**
**Duration: 4:40**
This video walks you through step to update opening account balances in ERPNext. Before updating opening balance for accounts, you should close your financial statements in the previous system. Closing balance of your legacy system should be updated as opening balance in ERPNext.

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erpnext/docs/user/videos/learn/opening-stock.md
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@ -1,9 +1,7 @@
# Opening Stock
<iframe width="660" height="371" src="https://www.youtube.com/embed/0yPgrtfeCTs" frameborder="0" allowfullscreen></iframe>
<iframe width="660" height="371" src="https://www.youtube.com/embed/nlHX0ZZ84Lw" frameborder="0" allowfullscreen></iframe>
**Duration: 2:06**
**Duration: 4:27**
This tutorial demonstrates updating opening stock balance of an item. Following same steps, you can also reconcile stock of an item with respect to physical stock in a warehouse.
If you maintain serialized inventory, [click here]({{docs_base_url}}/user/videos/learn/serialized-inventory.html) for the tutorial on updating it's opening stock in ERPNext.
This tutorial demonstrates updating opening stock balance of an item. Following same steps, you can also reconcile stock of an item with respect to physical stock in a warehouse.

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@ -0,0 +1,7 @@
# Request for Quotation
<iframe width="660" height="371" src="https://www.youtube.com/embed/q85GFvWfZGI" frameborder="0" allowfullscreen></iframe>
**Duration: 3:17**
Request for Quotation feature allows you invite multiple Suppliers to provide their quotation. Suppliers can also provide quotation by logging into your ERPNext account. Based on the price quoted by them, Supplier Quotation will be created in your ERPNext account.

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@ -0,0 +1,7 @@
# ERPNext for Retailers
<iframe width="660" height="371" src="https://www.youtube.com/embed/JYUHEAeJO-M" frameborder="0" allowfullscreen></iframe>
**Duration: 24:27**
This video is a recording of a webinar on how retailers can use ERPNext. For the ease of invoicing for retailers, we have a dedicated POS view. It takes care of invoicing, delivery and payment in one entry. Given the limitation of time availability and frequency of transaction, you can also create POS Invoices in the offline mode.

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@ -0,0 +1,7 @@
# ERPNext for Schools
<iframe width="660" height="371" src="https://www.youtube.com/embed/f6foQOyGzdA" frameborder="0" allowfullscreen></iframe>
**Duration: 39:21**
This video is a recording of a webinar on how education institutes can use ERPNext Schools module. It covers management of Student Applications, managing masters like Students, Programs and Courses. Also, you can manage processes like Course Scheduling, Student Assessment, Fees and Attendance.

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# ERPNext for Services Business
<iframe width="660" height="371" src="https://www.youtube.com/embed/mI8IkiGhaPA" frameborder="0" allowfullscreen></iframe>
**Duration: 52:50**
This video is a recording of a webinar on how service company can use ERPNext. It covers creating a Service Item, service Quotation and Sales Order, Managing Projects, Tasks and billing Customer based on Timesheet. Also you will learn how to manage customer support in ERPNext by using features like Issues and Warranty Claims.

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# Taxes
<iframe width="660" height="371" src="https://www.youtube.com/embed/nQ1zZdPgdaQ" frameborder="0" allowfullscreen></iframe>
<iframe width="660" height="371" src="https://www.youtube.com/embed/a8Eh4zLIrkU" frameborder="0" allowfullscreen></iframe>
**Duration: 3:00**
**Duration: 5:13**
This video walks you through setting up tax accounts in the Chart of Account. Based on the taxation rules, you can create multiple sales and purchase tax templates in ERPNext.

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# User and Permissions
<iframe width="660" height="371" src="https://www.youtube.com/embed/fnBoRhBrwR4" frameborder="0" allowfullscreen></iframe>
<iframe width="660" height="371" src="https://www.youtube.com/embed/8Slw1hsTmUI" frameborder="0" allowfullscreen></iframe>
**Duration: 4:20**
**Duration: 6:16**
This video tutorial walks you through setting up User and their permissions in ERPNext. Role Permission Manager tool allows you to define restricted access for the user, based on various criterion like, value in the specific field on the form, creator of the document etc.