Merge pull request #973 from fogueri/master
[docs] Customize links added
This commit is contained in:
commit
828724b64a
@ -0,0 +1,8 @@
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---
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{
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"_label": "Login"
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}
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---
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To login into the customer account, the customer has to use his email id and the password sent by ERPNext; generated through the sign-up process.
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![Login](img/customer-portal-login.png)
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16
docs/user/customer_portal/docs.user.customer_portal.md
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16
docs/user/customer_portal/docs.user.customer_portal.md
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---
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{
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"_label": "Customer Portal",
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"_toc": [
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"docs.user.customer_portal.sign_up",
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"docs.user.customer_portal.login",
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"docs.user.customer_portal.orders",
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"docs.user.customer_portal.tickets"
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]
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}
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---
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Customer Portal is designed to give easy accesibility to customers of a company.
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@ -0,0 +1,30 @@
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---
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{
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"_label": "Customer Orders, Invoices, and Shipping Status"
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}
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---
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ERPNext Web Portal gives your customers quick access to their Orders, Invoices and Shipments
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Customers can check the status of their orders, invoices, and shipping status by logging on to the web.
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![Portal Menu](img/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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![Customer Portal](img/customer-portal-orders-1.png)
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#### Invoice with paid status.
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![Invoice Paid](img/portal-invoice-paid.png)
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#### Invoice with billed status.
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![Billed Invoice](img/portal-order-billed.png)
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@ -0,0 +1,25 @@
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---
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{
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"_label": "Sign-Up"
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}
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---
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Customers have to log-in to the Company Website, and sign-up as a customer.
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#### Step 1: Click on Login Icon
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![Sign Up](img/customer-portal-sign-up-1.png)
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<br>
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#### Step 2: Click on Sign Up Icon
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![Sign Up](img/customer-portal-sign-up-2.png)
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<br>
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#### Step 3: Enter Customer Name and ID
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![Sign Up](img/customer-portal-sign-up-3.png)
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After the sign up process, a mail will be sent to the customers email id with the password details.
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@ -0,0 +1,28 @@
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---
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{
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"_label": "Support Tickets"
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}
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---
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The customer portal makes it very easy for a customer to raise concerns. A simple and intuitive interface facilitates your customer to report their concerns as Support Tickets. They can view the complete thread of their conversation.
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#### Empty Ticket List
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![Ticket List](img/portal-ticket-list-empty.png)
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#### New Support Ticket
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![New Ticket](img/portal-new-ticket.png)
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#### Open Support Ticket
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![Open Support Ticket](img/portal-ticket-1.png)
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#### Reply on Support Ticket
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![Reply Support Ticket](img/portal-ticket-reply.png)
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@ -7,18 +7,20 @@ A very common customization is adding of custom fields. You can add Custom Field
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> Setup > Custom Field > New Custom Field
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![Custome Field](img/custom-field.png)
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![Custom Field](img/custom-field.png)
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In the form:
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- Select the Document on which you want to add the Custom Field.
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- Select the Type of field and the Options (see section on field types).
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- Select the Type of field and the Options .
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- Select where you want the field to appear in the Form (“after field” section).
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and save the Custom Field. When you open a new / existing form of the type you selected in step 1, you will see it with the Custom Fields.
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To understand Custom Fields in detail, visit [DocType-Fields](docs.user.knowledge.doctype_fields.html)
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#### Naming
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Many times you want your fields to be carried over from one form to another. For example, you may have added a Custom Field in Quotation that you want to include in Sales Order when a Sales Order is created from the Quotation. This is simple in ERPNext, just make sure the fields have the same “fieldname”
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@ -3,12 +3,13 @@
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"_label": "Customize Form"
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}
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---
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Please read ERPNext Structure before you start customizing.
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You can Customize Forms by changing its layout, making certain fields mandatory, hiding others and changing permission levels on fields by going to:
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> Setup > Customize ERPNext > Customize Forms
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#### Step 1: Select the required Form Type for Customization.
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![Customize Forms](img/customize-form-1.png)
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@ -24,12 +25,14 @@ Select the Form you want to customize and the fields table will be updated with
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You can also allow attachments, set max number of attachments and set the default Print Format.
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#### Step 2: Replace Fields with required changes.
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![Customize Forms](img/customize-form-2.png)
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<br>
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To understand field definitions, visit [Doctype-Fields](docs.user.knowledge.doctype_fields.html)
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> 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.
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@ -17,7 +17,8 @@
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"docs.user.website",
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"docs.user.tools",
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"docs.user.customize",
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"docs.user.knowledge"
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"docs.user.knowledge",
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"docs.user.customer_portal"
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],
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"_no_toc": 1
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}
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@ -70,6 +71,7 @@ Contents
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1. [Terms and Conditions](docs.user.selling.terms.html)
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1. [Price Lists](docs.user.setup.price_list.html)
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1. [Discount](docs.user.selling.discount.html)
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1. [Shopping Cart](docs.user.selling.shopping_cart.html)
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1. [Customers](docs.user.selling.customer.html)
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1. [Lead](docs.user.selling.lead.html)
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1. [Opportunity](docs.user.selling.opportunity.html)
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@ -88,6 +90,7 @@ Contents
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1. [Warehouse](docs.user.stock.warehouse.html)
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1. [Item Group](docs.user.stock.item_group.html)
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1. [Item](docs.user.stock.item.html)
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1. [Product Listing on Website](docs.user.stock.product_listing_on_website.html)
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1. [Serialized Inventory](docs.user.stock.serialized.html)
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1. [Purchase Receipt](docs.user.stock.purchase_receipt.html)
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1. [Delivery Note](docs.user.stock.delivery_note.html)
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@ -159,5 +162,11 @@ Contents
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1. [Accounting Knowledge](docs.user.knowledge.accounting.html)
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1. [Accounting Entries](docs.user.knowledge.accounting_entries.html)
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1. [DocType Definitions](docs.user.knowledge.doctype.html)
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1. [DocType Fields](docs.user.knowledge.doctype_fields.html)
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1. [Attachment and CSV Files](docs.user.knowledge.attachment_csv.html)
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1. [Format using Markdown](docs.user.knowledge.markdown.html)
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1. [Customer Portal](docs.user.customer_portal.html)
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1. [Sign Up](docs.user.customer_portal.sign_up.html)
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2. [Login](docs.user.customer_portal.login.html)
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3. [Customer Orders](docs.user.customer_portal.orders.html)
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4. [Support Tickets](docs.user.customer_portal.tickets.html)
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@ -71,197 +71,3 @@ Many DocTypes are single tables, but some work in groups. For example, Quotation
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There are a certain type of DocTypes that are “Single”, i.e. they have no table associated and have only one record of its fields. DocTypes such as Global Defaults, Production Planning Tool are “Single” DocTypes.
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#### Field Columns
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In the fields table, there are many columns, here is an explanation of the columns of the field table.
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<table class="table table-bordered text-left">
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<thead>
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<tr class="active">
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<td width="30%">Column</td>
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<td>Description</td>
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</tr>
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</thead>
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<tbody>
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<tr>
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<td>Label</td>
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<td>Field Label (that appears in the form).</td>
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</tr>
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<tr>
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<td>Type</td>
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<td>Field Type</td>
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</tr>
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<tr>
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<td>Name</td>
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<td>Column name in the database, must be code friendly with no white spaces, special characters and capital letters.</td>
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</tr>
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<tr>
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<td>options</td>
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<td>Field settings:<br>
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For Select: List of options (each on a new line).<br>
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For Link: DocType that is “linked”.<br>
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For HTML: HTML Content
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</tr>
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<tr>
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<td>Perm Level</td>
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<td>Permission level (number) of the field. You can group fields by numbers, called levels, and apply rules on the levels.</td>
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</tr>
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<tr>
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<td>Width</td>
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<td>Width of the field (in pixels) - useful for “Table” types.</td>
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</tr>
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<tr>
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<td>Reqd</td>
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<td>Checked if field is mandatory (required).</td>
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</tr>
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<tr>
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<td>In Filter</td>
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<td>Checked if field appears as a standard filter in old style reports.</td>
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</tr>
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<tr>
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<td>Hidden</td>
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<td>Checked if field is hidden.</td>
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</tr>
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<tr>
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<td>Print Hide</td>
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<td>Checked if field is hidden in Print Formats.</td>
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</tr>
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<tr>
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<td>Report Hide</td>
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<td>Checked if field is hidden in old style reports.</td>
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</tr>
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<tr>
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<td>Allow on Submit</td>
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<td>Checked if this field can be edited after the document is “Submitted”.</td>
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</tr>
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<tr>
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<td>Depends On</td>
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<td>The fieldname of the field that will decide whether this field will be shown or hidden. It is useful to hide un-necessary fields.</td>
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</tr>
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<tr>
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<td>Description</td>
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<td>Description of the field</td>
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</tr>
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<tr>
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<td>Default</td>
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<td>Default value when a new record is created.<br>
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Note: “user” will set the current user as default and “today” will set today’s date (if the field is a Date field).</td>
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</tr>
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<tbody>
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<table>
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#### Field Types and Options
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Here is a list of the different types of fields used to make / customize forms in ERPNext.
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<table class="table table-bordered text-left">
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<thead>
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<tr class="active">
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<td width="30%">Type</td>
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<td>Description</td>
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<td>Options/Setting</td>
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</tr>
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</thead>
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<tbody>
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<tr>
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<td>Data</td>
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<td>Single line text field with 180 characters</td>
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<td> </td>
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</tr>
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<tr>
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<td>Select</td>
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<td>Select from a pre-determined items in a drop-down.</td>
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<td>The “Options” contains the drop-down items, each on a new row</td>
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</tr>
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<tr>
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<td>Link</td>
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<td>Link an existing document / record</td>
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<td>Options contains the name of the type of document (DocType)</td>
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</tr>
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<tr>
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<td>Currency</td>
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<td>Number with 2 decimal places, that will be shown separated by commas for thousands etc. in Print.</td>
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<td>e.g. 1,000,000.00</td>
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</tr>
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<tr>
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<td>Float</td>
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<td>Number with 6 decimal places.</td>
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<td>e.g. 3.141593</td>
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</tr>
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<tr>
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<td>Int</td>
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<td>Integer (no decimals)</td>
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<td>e.g. 100</td>
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</tr>
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<tr>
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<td>Date</td>
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<td>Date</td>
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<td>Format can be selected in Global Defaults</td>
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</tr>
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<tr>
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<td>Time</td>
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<td>Time</td>
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<td></td>
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</tr>
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<tr>
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<td colspan="3" class="active">Text</td>
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</tr>
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<tr>
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<td>Text</td>
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<td>Multi-line text box without formatting features</td>
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<td></td>
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</tr>
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<tr>
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<td>Text editor</td>
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<td>Multi-line text box with formatting toolbar etc</td>
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<td></td>
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</tr>
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<tr>
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<td>Code</td>
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<td>Code Editor</td>
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<td>Options can include the type of language for syntax formatting.
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Eg JS / Python / HTML</td>
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</tr>
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<tr>
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<td colspan="3" class="active">Table (Grid)</td>
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</tr>
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<tr>
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<td>Table</td>
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<td>Table of child items linked to the record.</td>
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<td>Options contains the name of the DocType of the child table. For example “Sales Invoice Item” for “Sales Invoice”</td>
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</tr>
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<tr>
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<td colspan="3" class="active">Layout</td>
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</tr>
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<tr>
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<td>Section Break</td>
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<td>Break into a new horizontal section.</td>
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<td>The layout in ERPNext is evaluated from top to bottom.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Column Break</td>
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||||
<td>Break into a new vertical column.</td>
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<td></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>HTML</td>
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<td>Add a static text / help / link etc in HTML</td>
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<td>Options contains the HTML.</td>
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||||
</tr>
|
||||
<tr>
|
||||
<td colspan="3" class="active">Action</td>
|
||||
</tr>
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||||
<tr>
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||||
<td>Button</td>
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||||
<td>Button</td>
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||||
<td>[for developers only]</td>
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||||
</tr>
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||||
<tbody>
|
||||
<table>
|
||||
|
||||
|
||||
|
||||
|
||||
|
||||
|
||||
|
201
docs/user/knowledge/docs.user.knowledge.doctype_fields.md
Normal file
201
docs/user/knowledge/docs.user.knowledge.doctype_fields.md
Normal file
@ -0,0 +1,201 @@
|
||||
---
|
||||
{
|
||||
"_label": "DocType-Fields"
|
||||
}
|
||||
---
|
||||
|
||||
#### Field Columns
|
||||
|
||||
In the fields table, there are many columns. The columns of the field table are explained below:
|
||||
|
||||
<table class="table table-bordered text-left">
|
||||
<thead>
|
||||
<tr class="active">
|
||||
<td width="30%">Column</td>
|
||||
<td>Description</td>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td>Label</td>
|
||||
<td>Field Label (that appears in the form).</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Type</td>
|
||||
<td>Field Type</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Name</td>
|
||||
<td>Column name in the database, must be code friendly with no white spaces, special characters and capital letters.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>options</td>
|
||||
<td>Field settings:<br>
|
||||
For Select: List of options (each on a new line).<br>
|
||||
For Link: DocType that is “linked”.<br>
|
||||
For HTML: HTML Content
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Perm Level</td>
|
||||
<td>Permission level (number) of the field. You can group fields by numbers, called levels, and apply rules on the levels.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Width</td>
|
||||
<td>Width of the field (in pixels) - useful for “Table” types.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Reqd</td>
|
||||
<td>Checked if field is mandatory (required).</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>In Filter</td>
|
||||
<td>Checked if field appears as a standard filter in old style reports.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Hidden</td>
|
||||
<td>Checked if field is hidden.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Print Hide</td>
|
||||
<td>Checked if field is hidden in Print Formats.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Report Hide</td>
|
||||
<td>Checked if field is hidden in old style reports.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Allow on Submit</td>
|
||||
<td>Checked if this field can be edited after the document is “Submitted”.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Depends On</td>
|
||||
<td>The fieldname of the field that will decide whether this field will be shown or hidden. It is useful to hide un-necessary fields.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Description</td>
|
||||
<td>Description of the field</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Default</td>
|
||||
<td>Default value when a new record is created.<br>
|
||||
Note: “user” will set the current user as default and “today” will set today’s date (if the field is a Date field).</td>
|
||||
</tr>
|
||||
<tbody>
|
||||
<table>
|
||||
|
||||
|
||||
#### Field Types and Options
|
||||
|
||||
Here is a list of the different types of fields used to make / customize forms in ERPNext.
|
||||
|
||||
<table class="table table-bordered text-left">
|
||||
<thead>
|
||||
<tr class="active">
|
||||
<td width="30%">Type</td>
|
||||
<td>Description</td>
|
||||
<td>Options/Setting</td>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td>Data</td>
|
||||
<td>Single line text field with 180 characters</td>
|
||||
<td> </td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Select</td>
|
||||
<td>Select from a pre-determined items in a drop-down.</td>
|
||||
<td>The “Options” contains the drop-down items, each on a new row</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Link</td>
|
||||
<td>Link an existing document / record</td>
|
||||
<td>Options contains the name of the type of document (DocType)</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Currency</td>
|
||||
<td>Number with 2 decimal places, that will be shown separated by commas for thousands etc. in Print.</td>
|
||||
<td>e.g. 1,000,000.00</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Float</td>
|
||||
<td>Number with 6 decimal places.</td>
|
||||
<td>e.g. 3.141593</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Int</td>
|
||||
<td>Integer (no decimals)</td>
|
||||
<td>e.g. 100</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Date</td>
|
||||
<td>Date</td>
|
||||
<td>Format can be selected in Global Defaults</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Time</td>
|
||||
<td>Time</td>
|
||||
<td></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td colspan="3" class="active">Text</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Text</td>
|
||||
<td>Multi-line text box without formatting features</td>
|
||||
<td></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Text editor</td>
|
||||
<td>Multi-line text box with formatting toolbar etc</td>
|
||||
<td></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Code</td>
|
||||
<td>Code Editor</td>
|
||||
<td>Options can include the type of language for syntax formatting.
|
||||
Eg JS / Python / HTML</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td colspan="3" class="active">Table (Grid)</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Table</td>
|
||||
<td>Table of child items linked to the record.</td>
|
||||
<td>Options contains the name of the DocType of the child table. For example “Sales Invoice Item” for “Sales Invoice”</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td colspan="3" class="active">Layout</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Section Break</td>
|
||||
<td>Break into a new horizontal section.</td>
|
||||
<td>The layout in ERPNext is evaluated from top to bottom.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Column Break</td>
|
||||
<td>Break into a new vertical column.</td>
|
||||
<td></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>HTML</td>
|
||||
<td>Add a static text / help / link etc in HTML</td>
|
||||
<td>Options contains the HTML.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td colspan="3" class="active">Action</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Button</td>
|
||||
<td>Button</td>
|
||||
<td>[for developers only]</td>
|
||||
</tr>
|
||||
<tbody>
|
||||
<table>
|
||||
|
||||
|
||||
|
||||
|
||||
|
||||
|
||||
|
@ -6,6 +6,7 @@
|
||||
"docs.user.knowledge.accounting",
|
||||
"docs.user.knowledge.accounting_entries",
|
||||
"docs.user.knowledge.doctype",
|
||||
"docs.user.knowledge.doctype_fields",
|
||||
"docs.user.knowledge.attachment_csv",
|
||||
"docs.user.knowledge.markdown"
|
||||
]
|
||||
|
@ -9,6 +9,9 @@
|
||||
"docs.user.selling.sales_person",
|
||||
"docs.user.selling.campaign",
|
||||
"docs.user.selling.terms",
|
||||
"docs.user.setup.price_list",
|
||||
"docs.user.selling.discount",
|
||||
"docs.user.selling.shopping_cart",
|
||||
"docs.user.selling. customer",
|
||||
"docs.user.selling.lead",
|
||||
"docs.user.selling.opportunity",
|
||||
|
41
docs/user/selling/docs.user.selling.shopping_cart.md
Normal file
41
docs/user/selling/docs.user.selling.shopping_cart.md
Normal file
@ -0,0 +1,41 @@
|
||||
---
|
||||
{
|
||||
"_label": "Shopping Cart"
|
||||
}
|
||||
---
|
||||
On the Webpage, a shopping cart is an icon that allows you to store all the things that you have earmarked for purchasing. It is a graphical representation of a shopping basket or a shopping cart that allows you to save the items you intend to buy.
|
||||
|
||||
This software displays the price of the product . It also displays shipping and handling charges, along with taxes, if applicable.
|
||||
|
||||
To set up a shopping cart, go to the selling module.
|
||||
|
||||
> Selling > Shopping Cart Settings
|
||||
|
||||
|
||||
#### Step 1: Enter Company Details and Default Territory.
|
||||
|
||||
|
||||
![Shopping Cart](img/shopping-cart-1.png)
|
||||
|
||||
<br>
|
||||
|
||||
#### Step 2: Enter Price List, Tax Master and Shipping Rule.
|
||||
|
||||
|
||||
![Shopping Cart](img/shopping-cart-2.png)
|
||||
|
||||
<br>
|
||||
|
||||
#### Shopping Cart Display
|
||||
|
||||
On the Website, the shopping cart image will be seen below the Item price. Customers can click on the cart and enter the amount of quantity they wish to buy. The Item number will be stored on the right hand corner of the page, next to the flower sign.
|
||||
|
||||
![Shopping Cart](img/shopping-cart-display-1.png)
|
||||
|
||||
<br>
|
||||
|
||||
Click on the flower sign on the right hand side to see the cart details. Click on the cart to get the final amount details.
|
||||
|
||||
|
||||
![Shopping Cart](img/shopping-cart-display-amount.png)
|
||||
|
@ -7,14 +7,18 @@ One of the primary motivator for compulsory use of accounting tools is calculati
|
||||
|
||||
### Tax Accounts
|
||||
|
||||
For Tax Accounts that you want to use in the tax templates, you must mention them as type “Tax” in your Chart of Accounts. Some Item-tax features are given below :
|
||||
For Tax Accounts that you want to use in the tax templates, you must go to Chart of Accounts and mention them as type “Tax” in your Chart of Item.
|
||||
|
||||
## Item Tax
|
||||
|
||||
If some of your Items require different tax rates as compared to others, mention them in the Item tax table. Even if you have selected your sales and purchase taxes as default tax rates, the system will pull the Item tax rate for calculations. Item tax will get preference over other sales or purchase taxes. However, if you wish to apply default sales and purchase taxes, do not mention item tax rates in the Item master. The system will then select the sales or purchase tax rate specified by you as default rates.
|
||||
|
||||
![Item Tax](img/item-tax-1.png)
|
||||
|
||||
|
||||
- **Discount**: The maximum Discount that can be applied on an Item can be fixed in the Item master. Read [Discount](docs.user.selling.discount.html)
|
||||
- **Inclusive and Exclusive Tax**: ERPNext allows you to enter Item rates which are tax inclusive.
|
||||
- **Flat Discount**: This feature will be added soon.
|
||||
- **Exception to the rule**: Item tax settings are required only if a particular Item has a different tax rate than the rate defined in the standard tax Account
|
||||
|
||||
|
||||
- **Item tax is overwrite-able**: You can overwrite or change the item tax rate by going to the Item master in the Item tax table.
|
||||
|
||||
## Sales Taxes and Charges Master
|
||||
|
||||
@ -22,6 +26,8 @@ You must usually collect taxes from your Customer and pay them to the government
|
||||
|
||||
The way ERPNext sets up taxes is via templates. Other types of charges that may apply to your invoices (like shipping, insurance etc.) can also be configured as taxes.
|
||||
|
||||
Select template and modify as per your need.
|
||||
|
||||
To create a new sales tax template called Sales Taxes and Charges Master, you have to go to:
|
||||
|
||||
> Setup > Accounts > Sales Taxes and Charge Master
|
||||
@ -38,9 +44,11 @@ The tax rate you define here will be the standard tax rate for all Items. If the
|
||||
In each row, you have to mention:
|
||||
|
||||
- Calculation Type:
|
||||
- This can be on net total (that is your basic amount).
|
||||
- On previous row total / amount (for cumulative taxes or charges). If you select this option, the tax will be applied as a percentage of the previous row (in the tax table) amount or total.
|
||||
- Actual (as mentioned).
|
||||
- On Net Total : This can be on net total (total amount without taxes).
|
||||
- On Previous Row Total/Amount: You can apply taxes on previous row total / amount. If you select this option, the tax will be applied as a percentage of the previous row (in the tax table) amount or total. Previous row amount means a particular tax amount.And, previous row total means net total plus taxes applied up to that row. In the Enter Row Field, mention row number on which you want to apply the current tax. If you want to apply the tax on the 3rd row, mention "3" in the Enter Row field.
|
||||
|
||||
- Actual : Enter as per actual amount in rate column.
|
||||
|
||||
- Account Head: The Account ledger under which this tax will be booked
|
||||
- Cost Center: If the tax / charge is an income (like shipping) it needs to be booked against - a Cost Center.
|
||||
- Description: Description of the tax (that will be printed in invoices / quotes).
|
||||
|
@ -92,58 +92,4 @@ Inspection Criteria: If a Quality Inspection is prepared for this Item, then thi
|
||||
|
||||
Visit [Manufacturing](docs.user.mfg.html) and [Website](docs.user.website.html) to understand these topics in detail.
|
||||
|
||||
### Listing Item on Website
|
||||
|
||||
To list your Item on the Website, fill the Item details and save the file. Once the file is saved, a plus (+) button will appear next to the Image icon. Click on the plus button and add your Item image. The html code will be generated automatically.
|
||||
|
||||
##### Step 1: Save Image
|
||||
|
||||
![Webimage](img/item-webimage.png)
|
||||
|
||||
<br>
|
||||
|
||||
##### Step 2: Check the 'Show in Website' box.
|
||||
|
||||
Under the Website section, please check the box that says 'show in Website'. Once the box is checked, the page will display other fields for entering information.
|
||||
|
||||
![Webimage](img/item-webimage-1.png)
|
||||
|
||||
<br>
|
||||
|
||||
|
||||
##### Step 3: Enter Website Details
|
||||
|
||||
![Webimage](img/item-webimage-2.png)
|
||||
|
||||
|
||||
The page name will be generated automatically. Mention the Item-Group under which the Item will be displayed.
|
||||
|
||||
#### Item Groups
|
||||
|
||||
Mention the Item Group under this column. If you wish to list your Item under the broad category products, name your Item Group as Products. In case you have various varieties of Item and want to classify them under different names, make Item Groups with those names and check the box that says 'show in Website'. For Example, if you wish to create a category called 'Bags', create a Item Group named Bags.
|
||||
|
||||
|
||||
![Item Group](img/itemgroup-webimage-bags.png)
|
||||
|
||||
Once the Item Group is created go to the Website Settings page under Website. Enter the Label, Url, and Parent Label.
|
||||
|
||||
|
||||
![Item Group](img/itemgroup-website-settings.png)
|
||||
|
||||
<br>
|
||||
|
||||
#### Webpage labels
|
||||
|
||||
![Webpage](img/webpage-labels.png)
|
||||
|
||||
Add more Items under a particular Item Group.
|
||||
|
||||
To add more Items under a certain Label, mention the Item Group on the Item Page. The Items will be added automatically on the Webpage, under the Item Group Label. For Example, To add Item-Kiddies Bag and Butterfly Print Bag, check the 'Show in Website'box. The Items will be placed under the Label Bags on the Webpage.
|
||||
|
||||
![Item Group](img/itemgroup-websettings.png)
|
||||
|
||||
<br>
|
||||
|
||||
Item Group Display
|
||||
|
||||
![Item Group Display](img/webpage-itemgroup-display.png)
|
||||
To list your products on the website and understand this process in detail, visit [Product Listing On Website](docs.user.stock.product_listing_on_website.html)
|
||||
|
@ -5,6 +5,7 @@
|
||||
"docs.user.stock.warehouse",
|
||||
"docs.user.stock.item_group",
|
||||
"docs.user.stock.item",
|
||||
"docs.user.stock.product_listing_on_website",
|
||||
"docs.user.stock.serialized",
|
||||
"docs.user.stock.purchase_receipt",
|
||||
"docs.user.stock.delivery_note",
|
||||
|
@ -0,0 +1,61 @@
|
||||
---
|
||||
{
|
||||
"_label": "Product Listing on Website"
|
||||
}
|
||||
---
|
||||
|
||||
### Listing Item on Website
|
||||
|
||||
To list your Item on the Website, fill the Item details and save the file. Once the file is saved, a plus (+) button will appear next to the Image icon. Click on the plus button and add your Item image. The html code will be generated automatically.
|
||||
|
||||
##### Step 1: Save Image
|
||||
|
||||
![Webimage](img/item-webimage.png)
|
||||
|
||||
<br>
|
||||
|
||||
##### Step 2: Check the 'Show in Website' box.
|
||||
|
||||
Under the Website section, please check the box that says 'show in Website'. Once the box is checked, the page will display other fields for entering information.
|
||||
|
||||
![Webimage](img/item-webimage-1.png)
|
||||
|
||||
<br>
|
||||
|
||||
|
||||
##### Step 3: Enter Website Details
|
||||
|
||||
![Webimage](img/item-webimage-2.png)
|
||||
|
||||
|
||||
The page name will be generated automatically. Mention the Item-Group under which the Item will be displayed.
|
||||
|
||||
#### Item Groups
|
||||
|
||||
Mention the Item Group under this column. If you wish to list your Item under the broad category products, name your Item Group as Products. In case you have various varieties of Item and want to classify them under different names, make Item Groups with those names and check the box that says 'show in Website'. For Example, if you wish to create a category called 'Bags', create a Item Group named Bags.
|
||||
|
||||
|
||||
![Item Group](img/itemgroup-webimage-bags.png)
|
||||
|
||||
Once the Item Group is created go to the Website Settings page under Website. Enter the Label, Url, and Parent Label.
|
||||
|
||||
|
||||
![Item Group](img/itemgroup-website-settings.png)
|
||||
|
||||
<br>
|
||||
|
||||
#### Webpage labels
|
||||
|
||||
![Webpage](img/webpage-labels.png)
|
||||
|
||||
Add more Items under a particular Item Group.
|
||||
|
||||
To add more Items under a certain Label, mention the Item Group on the Item Page. The Items will be added automatically on the Webpage, under the Item Group Label. For Example, To add Item-Kiddies Bag and Butterfly Print Bag, check the 'Show in Website'box. The Items will be placed under the Label Bags on the Webpage.
|
||||
|
||||
![Item Group](img/itemgroup-websettings.png)
|
||||
|
||||
<br>
|
||||
|
||||
Item Group Display
|
||||
|
||||
![Item Group Display](img/webpage-itemgroup-display.png)
|
Loading…
Reference in New Issue
Block a user