Merge pull request #822 from fogueri/master

[docs] selling pages added

docs/user/accounts/docs.user.accounts.closing.md

@@ -3,7 +3,7 @@
 	"_label": "Closing a Financial Period"
 }
 ---
-At the end of every year (or quarter or maybe even monthly) after you complete your auditing, you close your books of accounts. This means that you make all your special entries like:
+At the end of every year or (quarterly or maybe even monthly), after completing auditing, you close your books of accounts. This means that you make all your special entries like:
 
 - Depreciation
 - Change in value of Assets
@@ -18,4 +18,13 @@ In ERPNext after making all the special entries via Journal Voucher, you can mak
 
 > Accounts > Tools > Period Closing Voucher
 
+
+
+![Period Closing](img/period-closing.png)
+
+
+
+
+
+
 The Period Closing Voucher will make accounting entries (GL Entry) making all your Income and Expense Accounts zero and transferring the balance to the Account you define.

docs/user/accounts/docs.user.accounts.journal_voucher.md

@@ -9,6 +9,13 @@ To create a Journal Voucher go to:
 
 > Accounts > Journal Voucher > New Journal Voucher
 
+
+
+![Journal Voucher](img/journal-voucher.png)
+
+
+
+
 In a Journal Voucher, you must select.
 
 - Type of Voucher from the drop down.


docs/user/accounts/docs.user.accounts.payments.md

@@ -55,6 +55,7 @@ Select your “Bank” Account and enter the dates of your statement. Here you w
 
 By doing this you will be able to sync your bank statements and entries into the system.
 
+
 ---
 
 ## Managing Outstanding Payments

docs/user/accounts/docs.user.accounts.reports.md

@@ -9,6 +9,16 @@ Some of the major accounting reports are:
 
 General Ledger is based on the table GL Entry and can be filtered by Account and between a period. This will help you get a full update for all entries done in that period for that Account.
 
+
+
+
+![General Ledger](img/general-ledger.png)
+
+
+
+
+
+
 ### Trial Balance
 
 Trial Balance is the list of Account balances for all your Accounts (“Ledger” and “Group”) on a particular date. For each Account it will give you the:
@@ -18,14 +28,34 @@ Trial Balance is the list of Account balances for all your Accounts (“Ledger
 - Credits
 - Closing
 
+
+![Trial Balance](img/trial-balance.png)
+
+
+
+
 The sum of all closing balances in a Trial Balance must be zero. 
 
 ### Accounts Payable and Accounts Receivable (AP / AR)
 
 These reports help you to track the outstanding invoices sent to Customer and Suppliers. In this report, you will get your outstanding amounts period wise. i.e. between 0-30 days, 30-60 days and so on.
 
+
+
+![Query Report](img/query-report-accounts-payable.png)
+
+
+
+
 You can also get your payables and receivables from direct reports on Sales Invoice and Purchase Invoice.
 
 ### Sales and Purchase Register
 
 In this report, each tax Account is transposed in columns.For each Invoice and invoice Item, you will get the amount of individual tax that has been paid, based on the Taxes and Charges table.
+
+
+
+![Query Report Sales Register](img/query-report-sales-register.png)
+
+
+

docs/user/accounts/docs.user.accounts.sales_invoice.md

@@ -15,13 +15,12 @@ or from the “Make Sales Invoice” button in the Sales Order or Delivery Note.
 
 
 
-
-
-
+<br>
 
 
 ![Sales Invoice](img/sales-invoice.png)
 
+<br>
 
 
 

docs/user/buying/docs.user.buying.purchase_order.md

@@ -5,11 +5,17 @@
 ---
 A Purchase Order is analogous to a Sales Order. It is usually a binding contract with your Supplier that you promise to buy a set of Items under the given conditions.
 
-In ERPNext, you can make a Purchase Order by going to:
+
+A Purchase Order can  be automatically created from a Material Request or Supplier Quotation.
+
+
+![Purchase Order](img/purchase-order-f.jpg)
+
+
+In ERPNext, you can also make a Purchase Order directly by going to:
 
 > Buying > Purchase Order > New Purchase Order
 
-A Purchase Order can also be automatically created from a Purchase Request or  Supplier Quotation.
 
 
 ![Purchase Order](img/purchase-order.png)

docs/user/buying/docs.user.buying.supplier_quotation.md

@@ -6,18 +6,25 @@
 A Supplier Quotation is a formal statement of promise by potential supplier to supply the goods or services required by a buyer, at specified prices, and within a specified period. A quotation may also contain terms of sale and payment, and warranties. Acceptance of quotation by the buyer constitutes an agreement binding on both parties.
 
 
-You can make a Supplier Quotation directly from:
+You can make a supplier quotation from a Material Request
+
+
+
+![Supplier Quotation](img/supplier-quotation-f.jpg)
+
+
+
+You can also make a Supplier Quotation directly from:
 
 > Buying > Supplier Quotation > New Supplier Quotation
 
-or directly from the Purchase Request.
-
 
 
 ![Supplier Quotation](img/supplier-quotation.png)
 
 
 
+
 If you have multiple **Suppliers** who supply you with the same **Item**, you usually send out a message (Request for Quote) to various **Suppliers**. In many cases, especially if you have centralized buying, you may want to record all the quotes so that 
 
 - You can easily compare prices in the future 

docs/user/docs.user.md

@@ -53,7 +53,7 @@ Contents
 	1. [POS Setting](docs.user.setup.pos_setting.html)
 	1. [Third Party Backups](docs.user.setup.third_party_backups.html)	
 1. [Selling](docs.user.selling.html)
-	1. Selling Setup
+	1. [Selling Setup](docs.user.selling.selling_setup.html)
 		1. [Customer Group](docs.user.selling.customer_groups.html)
 		1. [Territory](docs.user.selling.territory.html)
 		1. [Sales Partner](docs.user.selling.sales_partner.html)

docs/user/selling/docs.user.selling.campaign.md

@@ -0,0 +1,11 @@
+---
+{
+	"_label": "Campaign"
+}
+---
+
+A Campaign is a full-scale implementation of a sales strategy to promote a product or a service. This is done in a market segment of a particular geographical area, to achieve specified objectives.
+
+![Campaign](img/campaign.png)
+
+

docs/user/selling/docs.user.selling.customer.md

@@ -11,6 +11,12 @@ You can either directly create your Customers via
 or upload it via the Data Import Tool.
 
 
+
+![Customer Master](img/customer.png)
+
+
+
+
 > Note: Customers are separate from Contacts and Addresses. A Customer can have multiple Contacts and Addresses.
 
 ### Contacts and Addresses
@@ -49,6 +55,14 @@ You can group your Customers so that you can get trend analysis for each group.
 
 > Tip: If you think all this is too much effort, you can leave it at “Default Customer Group”. But all this effort, will pay off when you start getting reports.
 
+An example of a sample report is given below:
+
+
+![Sales Analytics](img/sales-analytics-customer.png)
+
+
+
+
 ### Territory
 
 If your business operates in multiple Territories (could be countries, states or cities) it is usually a great idea to build your structure in the system. Once you group your Customers by Territories, you can set annual targets for each Item Group and get reports that will show your actual performance in the territory v/s what you had planned.

docs/user/selling/docs.user.selling.customer_groups.md

@@ -0,0 +1,11 @@
+---
+{
+	"_label": "Customer Group"
+}
+---
+
+Customer Group is a category where you specify your customer group type. Your customers can be Individuals or they can be corporate(Company) customers. Your customers could also be government officials or non-profit organisations. ERPNext allows you to create your own Customer Group.
+
+
+
+![Customer Group Tree](img/customer-group-tree.png)

docs/user/selling/docs.user.selling.lead.md

@@ -18,6 +18,12 @@ To create a Lead, go to:
 
 > Selling > Lead > New Lead
 
+
+
+![Lead](img/lead.png)
+
+
+
 ERPNext gives you a lot of options you may want to store about your Leads. For example what is the source, how likely are they to give you business etc. If you have a healthy number of leads, this information will help you prioritize who you want to work with.
 
 > **Tip:** ERPNext makes it easy to follow-up on leads by updating the “Next Contact” details. This will add a new event in the Calendar for the User who has to contact the lead next.

docs/user/selling/docs.user.selling.opportunity.md

@@ -11,6 +11,21 @@ You can create an Opportunity from:
 
 or open a “Open” Lead and click on “Create Opportunity” button.
 
+
+![Opportunity](img/opportunity.png)
+
+
+
+
+ You can also open a “Open” Lead and click on “Create Opportunity” button.
+
+
+
+![Opportunity 1](img/opportunity-1.png)
+
+
+
+
 An Opportunity can also come from an existing Customer. You can create multiple Opportunities against the same Lead. In Opportunity, apart from the Communication, you can also add the Items for which the Lead or Contact is looking for. 
 
 > Best Practice: Leads and Opportunities are often referred as your “Sales Pipeline” this is what you need to track if you want to be able to predict how much business you are going to get in the future. Its always a good idea to be able to track what is coming in order to adjust your resources.

docs/user/selling/docs.user.selling.quotation.md

@@ -3,12 +3,20 @@
 	"_label": "Quotation"
 }
 ---
-During a sale, the customer may want you to give him a written note about the products or services you are planning to offer, along with the prices and other terms of engagement. This is called a “Proposal” or an “Estimate” or a “Pro Forma Invoice”or a Quotation.
+During a sale, the customer may request for a written note about the products or services you are planning to offer, along with the prices and other terms of engagement. This is called a “Proposal” or an “Estimate” or a “Pro Forma Invoice”or a Quotation.
 
 To create a new Quotation go to:
 
 > Selling > Quotation > New Quotation
 
+
+
+
+![Quotation](img/quotation.png)
+
+
+
+
 A Quotation contains details about:
 
 - The recipient of the Quotation
@@ -28,7 +36,7 @@ A Quotation contains details about:
 The rates you quote may depend on two things.
 
 - The Price List: If you have multiple Price Lists, you can select a Price List or tag it to the Customer (so that it is auto-selected). Your Item prices will automatically be updated from the Price List.
-- The Currency: If you are quoting to a Customer in a different currency, you will have to update the conversion rates to enable ERPNext to save the information in your standard Currency. This will help you to analyze the value of your Quotations in reports in your standard Currency.
+- The Currency: If you are quoting to a Customer in a different currency, you will have to update the conversion rates to enable ERPNext to save the information in your standard Currency. This will help you to analyze the value of your Quotations in standard Currency.
 
 ### Taxes
 
@@ -38,7 +46,8 @@ You can add taxes in the same manner as the Sales Taxes and Charges Master.
 
 ### Terms and Conditions
 
-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:
+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:
 
 > Selling > Terms and Conditions  (right sidebar)
 

docs/user/selling/docs.user.selling.sales_order.md

@@ -7,10 +7,29 @@ The Sales Order confirms your sales and triggers purchase (**Purchase Request**)
 
 A Sales Order is usually a binding Contract with your Customer.
 
-Once your customer confirms the Quotation you can convert your Quotation into a Sales Order. Alternatively, you can create a Sales Order directly from:
+Once your customer confirms the Quotation you can convert your Quotation into a Sales Order.
+
+
+
+![Sales Order](img/sales-order-f.jpg)
+
+
+
+
+
+Alternatively, you can create a Sales Order directly from:
+
 
 > Selling > Sales Order > New Sales Order
 
+
+
+![Sales Order](img/sales-order.png)
+
+
+
+
+
 Most of the information in your Sales Order is the same as the Quotation. There are a few amongst other things that a Sales Order will ask you to update.
 
 - Expected date of delivery.

docs/user/selling/docs.user.selling.sales_partner.md

@@ -0,0 +1,11 @@
+---
+{
+	"_label": "Sales Partner"
+}
+---
+
+People who assist you in getting business are termed as Sales Partners. Sales Partners can be represented by different names in ERPNext. You can call them Channel Partner, Distributor, Dealer, Agent, Retailer, Implementation Partner, Reseller etc. Based on the partner's functions and their areas of expertise, you can create your own Sales Partner Names.
+
+
+![Sales Partner](img/sales-partner.png)
+

docs/user/selling/docs.user.selling.sales_person.md

@@ -0,0 +1,8 @@
+---
+{
+	"_label": "Sales Person"
+}
+---
+
+The person who helps in selling your products or services is called a Sales Person. A Sales Person could be your Sales Manager, Sales Executive, General Manager-Sales, Vice President-Sales etc.
+

docs/user/selling/docs.user.selling.selling_setup.md

@@ -0,0 +1,13 @@
+---
+{
+	"_label": "Selling Setup"
+}
+---
+
+Completing the selling setup is an important step in ERPNext. You need to identify whether you would like to name your customers with their Customer Name or with Serial No. Also, specify whether all the sales transactions have to be accompanied with Sales Order and Delivery Note. Specify your Default Customer Group and the Default Territory you operate in.
+
+
+<br>
+
+
+![Selling Setup](img/selling-setup.png)

docs/user/selling/docs.user.selling.terms.md

@@ -0,0 +1,13 @@
+---
+{
+	"_label": "Terms and Conditions"
+}
+---
+
+Terms and conditions are the general and special arrangements, provisions, requirements, rules, specifications, and standards that a company follows. These specifications are an integral part of an agreement or contract that the company gets into with its customers, suppliers or partners.
+
+
+
+![Terms and Conditions](img/terms.png)
+
+

docs/user/selling/docs.user.selling.territory.md

@@ -0,0 +1,14 @@
+---
+{
+	"_label": "Territory"
+}
+---
+
+Territory is a place to signify where your customers come from. If you operate in one country, you can give that country name as your Territory. For Example, India, US, or Rest of the World, could be your Territories. If you operate in many locations, ERPNext allows you to create more Territories. You can also have child Territories under parent Territories. This helps in assigning different regions to different sales staff.
+
+
+
+
+![Territory Tree](img/territory-tree.png)
+
+

docs/user/setup/docs.user.setup.accounting.md

@@ -21,6 +21,14 @@ The Chart of Accounts helps you to answer:
 
 > Tip: If you can’t read a Balance Sheet (I confess it took me a long time to figure this out) it's a good opportunity to start learning about this. It will be worth the effort. You can also take the help of your accountant to setup your Chart of Accounts.
 
+Financial statement of your company is easily viewable in ERPNext. An Example of a financial statement is given below:
+
+
+
+![Financial Analytics Balance Sheet](img/financial-analytic-bs.png)
+
+
+
 To edit your Chart of Accounts in ERPNext go to:
 
 > [Accounts](docs.user.accounts.html)  > Chart of Accounts 
@@ -49,6 +57,18 @@ Profit and Loss is the group of Income and Expense accounts that represent your
 
 Unlike Balance sheet accounts, Profit and Loss accounts (or PL accounts) do not represent net worth (assets), but rather represent the amount of money spent and collected in servicing customers during the period. Hence at the beginning and end of your Fiscal Year, they become zero.
 
+In ERPNext it is easy to create a Profit and Loss analysis chart. An example of a Profit and Loss analysis chart is given below:
+
+
+
+
+![Financial Analytics Profit and Loss](img/financial-analytic-pl.png)
+
+
+
+
+
+
 (On the first day of the year you have not made any profit or loss, but you still have assets, hence balance sheet accounts never become zero at the beginning or end of a period)
 
 ### Groups and Ledgers