From d1972dd4caa8f56400442436decf5ca44deb544e Mon Sep 17 00:00:00 2001 From: Priya Date: Mon, 30 Sep 2013 10:44:13 +0530 Subject: [PATCH] [docs] new pages on doctype and markup --- docs/user/buying/docs.user.buying.supplier.md | 8 + .../buying/docs.user.buying.supplier_type.md | 6 +- docs/user/docs.user.md | 4 + .../docs.user.knowledge.accounting.md | 72 ++--- .../docs.user.knowledge.attachment_csv.md | 16 ++ .../knowledge/docs.user.knowledge.doctype.md | 267 ++++++++++++++++++ .../knowledge/docs.user.knowledge.markdown.md | 84 ++++++ docs/user/knowledge/docs.user.knowledge.md | 8 +- .../selling/docs.user.selling.customer.md | 4 +- .../user/setup/docs.user.setup.data_import.md | 6 +- docs/user/stock/docs.user.stock.item.md | 6 +- 11 files changed, 432 insertions(+), 49 deletions(-) create mode 100644 docs/user/knowledge/docs.user.knowledge.attachment_csv.md create mode 100644 docs/user/knowledge/docs.user.knowledge.doctype.md create mode 100644 docs/user/knowledge/docs.user.knowledge.markdown.md diff --git a/docs/user/buying/docs.user.buying.supplier.md b/docs/user/buying/docs.user.buying.supplier.md index e477fa2bed..3707fbe852 100644 --- a/docs/user/buying/docs.user.buying.supplier.md +++ b/docs/user/buying/docs.user.buying.supplier.md @@ -20,7 +20,15 @@ You can create a new Supplier via: > Tip: When you select a Supplier in any transaction, one Contact and Address gets pre-selected. This is the “Default Contact or Address”. So make sure you set your defaults correctly! +### Integration with Accounts +In ERPNext, there is a separate Account record for each Supplier, of Each company. + +When you create a new Supplier, ERPNext will automatically create an Account Ledger for the Supplier under “Accounts Receivable” in the Company set in the Supplier record. + +> Advanced Tip: If you want to change the Account Group under which the Supplier Account is created, you can set it in the Company master. + +If you want to create an Account in another Company, just change the Company value and “Save” the Supplier again. > Buying > Contact > New Contact diff --git a/docs/user/buying/docs.user.buying.supplier_type.md b/docs/user/buying/docs.user.buying.supplier_type.md index deaf01fcfc..3871991d63 100644 --- a/docs/user/buying/docs.user.buying.supplier_type.md +++ b/docs/user/buying/docs.user.buying.supplier_type.md @@ -3,9 +3,11 @@ "_label": "Supplier Type" } --- +A supplier may be distinguished from a contractor or subcontractor, who commonly adds specialized input to deliverables. A supplier is also known as a vendor. There are different types of suppliers based on their goods and products. -Based on what the suppliers supply, they are classified into different categories called Supplier Type. -There can be different types of suppliers. You can create your own category of Supplier Type. +ERPNext allows you to create your own categories of suppliers. These categories are known as Supplier Type. For Example, if your suppliers are mainly pharmaceutical companies and FMCG distributors, You can create a new Type for them and name them accordingly. + +Based on what the suppliers supply, they are classified into different categories called Supplier Type. There can be different types of suppliers. You can create your own category of Supplier Type. > Buying > Supplier Type > New Supplier Type diff --git a/docs/user/docs.user.md b/docs/user/docs.user.md index d9e7f2aac0..c45ca30a22 100644 --- a/docs/user/docs.user.md +++ b/docs/user/docs.user.md @@ -151,3 +151,7 @@ Contents 1. [Fiscal Year](docs.user.knowledge.fiscal_year.html) 1. [Accounting Knowledge](docs.user.knowledge.accounting.html) 1. [Accounting Entries](docs.user.knowledge.accounting_entries.html) + 1. [DocType Definitions](docs.user.knowledge.doctype.html) + 1. [Attachment and CSV Files](docs.user.knowledge.attachment_csv.html) + 1. [Format using Markdown](docs.user.knowledge.markdown.html) + diff --git a/docs/user/knowledge/docs.user.knowledge.accounting.md b/docs/user/knowledge/docs.user.knowledge.accounting.md index 17304984cb..995d38cfe9 100644 --- a/docs/user/knowledge/docs.user.knowledge.accounting.md +++ b/docs/user/knowledge/docs.user.knowledge.accounting.md @@ -22,34 +22,34 @@ Accounting Entries The balance of account can be increased / decreased, depending on account type and transaction type. - +
- - - + + + - - - + + + - - - + + + - - - + + + - - - + + +
Account TypeTransaction TypeEffect on account balanceAccount TypeTransaction TypeEffect on account balance
DebitDebitIncreasesDebitDebitIncreases
DebitCreditDecreasesDebitCreditDecreases
CreditCreditIncreasesCreditCreditIncreases
CreditDebitDecreasesCreditDebitDecreases
@@ -62,48 +62,48 @@ This means that every accounting entry has two parts, one debit and one credit a As the company will receive a payment from customer, the customer is considered as an asset account. For booking income, company maintains an account called "Sales of Laptop". So, entries will be done in the following manner: - +
- - - + + + - - - + + + - - - + + +
AccountDebitCreditAccountDebitCredit
Customer A50000Customer A50000
Sales of Laptop50000Sales of Laptop50000
Customer A has made the payment, so customer balance should decreased based on the paid amount, which will increase "Cash" balance. - +
- - - + + + - - - + + + - - - + + +
AccountDebitCreditAccountDebitCredit
Customer A50000Customer A50000
Cash50000Cash50000
diff --git a/docs/user/knowledge/docs.user.knowledge.attachment_csv.md b/docs/user/knowledge/docs.user.knowledge.attachment_csv.md new file mode 100644 index 0000000000..311934d7f4 --- /dev/null +++ b/docs/user/knowledge/docs.user.knowledge.attachment_csv.md @@ -0,0 +1,16 @@ +--- +{ + "_label": "Attachement and CSV files" +} +--- + +#### How to Attach files? + +When you open a form, on the right sidebar, you will see a section to attach files. Click on “Add” and select the file you want to attach. Click on “Upload” and you are set. + +#### What is a CSV file? + +A CSV (Comma Separated Value) file is a data file that you can upload into ERPNext to update various data. Any spreadsheet file from popular spreadsheet applications like MS Excel or Open Office Spreadsheet can be saved as a CSV file. + +If you are using Microsoft Excel and using non-English characters, make sure to save your file encoded as UTF-8. For older versions of Excel, there is no clear way of saving as UTF-8. So save your file as a CSV, then open it in Notepad, and save as “UTF-8”. (Sorry blame Microsoft for this!) + diff --git a/docs/user/knowledge/docs.user.knowledge.doctype.md b/docs/user/knowledge/docs.user.knowledge.doctype.md new file mode 100644 index 0000000000..a2550d4f95 --- /dev/null +++ b/docs/user/knowledge/docs.user.knowledge.doctype.md @@ -0,0 +1,267 @@ +--- +{ + "_label": "DocType" +} +--- + + + +ERPNext is a based on a “metadata” (data about data) framework that helps define all the different types of documents in the system. The basic building block of ERPNext is a DocType. + +A DocType represents both a table in the database and a form from which a user can enter data. + +Many DocTypes are single tables, but some work in groups. For example, Quotation has a “Quotation” DocType and a “Quotation Item” doctype for the Items table, among others. DocTypes contain a collection of fields called DocFields that form the basis of the columns in the database and the layout of the form. + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + +
ColumnDescription
NameName of the record
OwnerCreator and Owner of the record
Created onDate and Time of Creation
Modified On Date and Time of Modification
DocstatusStatus of the record
+ 0 = Saved/Draft
+ 1 = Submitted
+ 2 = Cancelled/Deleted +
ParentName of the Parent
Parent TypeType of Parent
Parent FieldSpecifying the relationship with the parent (there can be multiple child relationships with the same DocType).
Index(idx)Index (sequence) of the record in the child table.
+ +#### Single DocType + +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. + +#### Field Columns + +In the fields table, there are many columns, here is an explanation of the columns of the field table. + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + +
ColumnDescription
LabelField Label (that appears in the form).
TypeField Type
NameColumn name in the database, must be code friendly with no white spaces, special characters and capital letters.
optionsField settings:
+ For Select: List of options (each on a new line).
+ For Link: DocType that is “linked”.
+ For HTML: HTML Content +
Perm LevelPermission level (number) of the field. You can group fields by numbers, called levels, and apply rules on the levels.
WidthWidth of the field (in pixels) - useful for “Table” types.
ReqdChecked if field is mandatory (required).
In FilterChecked if field appears as a standard filter in old style reports.
HiddenChecked if field is hidden.
Print HideChecked if field is hidden in Print Formats.
Report HideChecked if field is hidden in old style reports.
Allow on SubmitChecked if this field can be edited after the document is “Submitted”.
Depends OnThe fieldname of the field that will decide whether this field will be shown or hidden. It is useful to hide un-necessary fields.
DescriptionDescription of the field
DefaultDefault value when a new record is created.
+ Note: “user” will set the current user as default and “today” will set today’s date (if the field is a Date field).
+ +#### Field Types and Options + +Here is a list of the different types of fields used to make / customize forms in ERPNext. + +
+ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + +
TypeDescriptionOptions/Setting
DataSingle line text field with 180 characters
SelectSelect from a pre-determined items in a drop-down.The “Options” contains the drop-down items, each on a new row
LinkLink an existing document / recordOptions contains the name of the type of document (DocType)
CurrencyNumber with 2 decimal places, that will be shown separated by commas for thousands etc. in Print.e.g. 1,000,000.00
FloatNumber with 6 decimal places.e.g. 3.141593
IntInteger (no decimals)e.g. 100
DateDateFormat can be selected in Global Defaults
TimeTime
Text
TextMulti-line text box without formatting features
Text editorMulti-line text box with formatting toolbar etc
CodeCode EditorOptions can include the type of language for syntax formatting. + Eg JS / Python / HTML
Table (Grid)
TableTable of child items linked to the record.Options contains the name of the DocType of the child table. For example “Sales Invoice Item” for “Sales Invoice”
Layout
Section BreakBreak into a new horizontal section.The layout in ERPNext is evaluated from top to bottom.
Column BreakBreak into a new vertical column.
HTMLAdd a static text / help / link etc in HTMLOptions contains the HTML.
Action
ButtonButton[for developers only]
+ + + + + + + \ No newline at end of file diff --git a/docs/user/knowledge/docs.user.knowledge.markdown.md b/docs/user/knowledge/docs.user.knowledge.markdown.md new file mode 100644 index 0000000000..b2f76be583 --- /dev/null +++ b/docs/user/knowledge/docs.user.knowledge.markdown.md @@ -0,0 +1,84 @@ +--- +{ + "_label": "Format Using Markdown" +} +--- + +Markdown is a simple way of writing text to format your content. Markdown allows you easy ways to format. + +1. Headings (h1 (largest), h2, h3, h4 and so on) +1. Paragraphs +1. Lists (numbered or bulleted) +1. Hyper links (links to other pages) +1. Images +1. Code +1. Embed HTML (HTML tags within your text) + +#### Headings + +Headings are specified by adding a `#` (hash) at the beginning of the line. The more the number of hashes, the smaller the heading: + + # This is a large heading. + + ### This is a smaller heading. + +#### Paragraphs + +To start a new paragraph, just make sure that there is an empty line at the beginning and end of the paragraph. + +To format text as **bold** or with _italics_ format as follows: + + **This text** is **bold** and _this one_ is with _italics_ + +#### Lists + +To define numbered lists, start your link with a number and a dot (.) and ensure there is a blank line before and after the list. The numbers are automatically generated so it does not matter what number you put: + + 1. list 1st item + 1. second item + 1. and so on + 1. and so forth + +To define bulleted lists, start your items with a hyphen (-) + + - item 1 + - item 2 + - item 3 + +To nest lists within one another, put four spaces to indent your inner list as follows: + + 1. item 1 + 1. item 2 + - sub item 1 + - sub item 2 + 1. item 3 + +#### Links (to other pages) + +Links to other pages can be defined by adding your text in box brackets [] followed by the link in round brackets () + + [This is an external link](http://example.com) + [A link within the site](my-page.html) + +#### Images + +Images can be added by adding an exclamation ! before the link. + + ![A flower](files/flower.gif) + + +#### Code + +To add a code block, just leave a blank line before and after the block and make sure all code line are indented by four spaces: + + This is normal text + + This is a code block + +#### HTML + +You can embed any kind of HTML tags within your code. Any content written within HTML tags will not be formatted. + +[Detailed description of the markdown format](http://daringfireball.net/projects/markdown/syntax) + + diff --git a/docs/user/knowledge/docs.user.knowledge.md b/docs/user/knowledge/docs.user.knowledge.md index 5d98cdd459..11dc9957ac 100644 --- a/docs/user/knowledge/docs.user.knowledge.md +++ b/docs/user/knowledge/docs.user.knowledge.md @@ -4,8 +4,12 @@ "_toc": [ "docs.user.knowledge.fiscal_year", "docs.user.knowledge.accounting", - "docs.user.knowledge.accounting_entries" + "docs.user.knowledge.accounting_entries", + "docs.user.knowledge.doctype", + "docs.user.knowledge.attachment_csv", + "docs.user.knowledge.markdown" ] } --- -Knowledge Library contains definitions and explanations of various management concepts. This page is created for users who wish to elaborate their conceptual knowledge. \ No newline at end of file +Knowledge Library contains definitions and explanations of various management concepts. This page is created for users who wish to elaborate their conceptual knowledge. + diff --git a/docs/user/selling/docs.user.selling.customer.md b/docs/user/selling/docs.user.selling.customer.md index 108f20da83..5336ac61a1 100644 --- a/docs/user/selling/docs.user.selling.customer.md +++ b/docs/user/selling/docs.user.selling.customer.md @@ -4,7 +4,9 @@ "_title_image": "img/customers.png" } --- -You can either directly create your Customers via +A customer, who is sometimes known as a client, buyer, or purchaser is the one who receives goods, services, products, or ideas, from a seller for a monetary consideration. A customer can also receive goods or services from a vendor or a supplier for other valuable considerations. + + You can either directly create your Customers via > Selling > Customer diff --git a/docs/user/setup/docs.user.setup.data_import.md b/docs/user/setup/docs.user.setup.data_import.md index eec6b65e45..b40573ed43 100644 --- a/docs/user/setup/docs.user.setup.data_import.md +++ b/docs/user/setup/docs.user.setup.data_import.md @@ -3,7 +3,7 @@ "_label": "Data Import Tool" } --- -The Data Import Tool is a great way to upload (or edit) bulk data, specially master data, into the system. To start the tool go to: +The Data Import Tool is a great way to upload (or edit) bulk data, specially master data, into the system. To Open the data import tool, you either go to Setup or go to the Transaction you want to Import. If Data Import is allowed, you will see an Import Button: @@ -15,7 +15,7 @@ The tool has two sections, one to download a template and the second to upload t ### 1. Downloading The Template -Data in ERPNext is stored in tables, much like a spreadsheet with columns and rows of data. Each entity in ERPNext can have multiple child tables associated with it too. The child tables are linked to the parent tables and are implemented where are multiple values for any property. For example an Item can have multiple prices, An Invoice has multiple Items and so on. +Data in ERPNext is stored in tables, much like a spreadsheet with columns and rows of data. Each entity in ERPNext can have multiple child tables associated with it too. The child tables are linked to the parent tables and are implemented where there are multiple values for any property. For example an Item can have multiple prices, An Invoice has multiple Items and so on. You can import each table separately, or all at a time. In the child table, you must mention the parent of the row in the “parent” column so that ERPNext knows which Item’s price or tax you are trying to set if you are importing separately. @@ -36,7 +36,7 @@ Then export your template or save it as a **Comma Separated Values** (CSV) file. ### 3. Upload the .csv File -Finally attach the .csv file in the section section click on the "Upload and Import" button. +Finally attach the .csv file in the section. Click on the "Upload and Import" button. ![Attach and Upload](img/import-5.png) diff --git a/docs/user/stock/docs.user.stock.item.md b/docs/user/stock/docs.user.stock.item.md index c98afd29dd..5ac78d7e51 100644 --- a/docs/user/stock/docs.user.stock.item.md +++ b/docs/user/stock/docs.user.stock.item.md @@ -27,11 +27,7 @@ To upload an image for your icon that will appear in all transactions, save the ![Item Properties](img/item-add-image.png) -### Item Pricing - -Item Price and Price Lists: ERPNext lets you maintain multiple selling prices for an Item using Price Lists. A Price List is a place where different rate plans can be stored. It’s a name you can give to a set of Item prices. In case you have different zones (based on the shipping costs), for different currencies etc, you can maintain different Price Lists. A Price List is formed when you create different Item Prices. To import Item Price see [Importing Data](docs.user.data_import.md). - -## Inventory : Warehouse and Stock Setting +### Inventory : Warehouse and Stock Setting In ERPNext, you can select different type of Warehouses to stock your different Items. This can be selected based on Item types. It could be Fixed Asset Item, Stock Item or even Manufacturing Item.