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[docs] [cleanup] five day setup docs cleanup

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Akhilesh Darjee 2013-10-14 15:55:19 +05:30
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10
docs/user/docs.user.md
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@ -31,11 +31,11 @@ Contents
1. [Ways to get started](docs.user.intro.try.html)
1. [Getting Help](docs.user.help.html)
1. [Five-Day-Setup](docs.user.five_day_setup.html)
1. [Day-1](docs.user.five_day_setup.day_1.html)
1. [Day-2](docs.user.five_day_setup.day_2.html)
1. [Day-3](docs.user.five_day_setup.day_3.html)
1. [Day-4](docs.user.five_day_setup.day_4.html)
1. [Day-5](docs.user.five_day_setup.day_5.html)
1. [Day-1: Setup Customer,Item, and Supplier](docs.user.five_day_setup.day_1.html)
1. [Day-2: Setup Chart of Accounts, Opening Accounts, and HR](docs.user.five_day_setup.day_2.html)
1. [Day-3: Sales Cycle and Purchase Cycle](docs.user.five_day_setup.day_3.html)
1. [Day-4: Manufacturing Cycle and Accounting Reports](docs.user.five_day_setup.day_4.html)
1. [Day-5: Projects, Calendar, and Website](docs.user.five_day_setup.day_5.html)
1. [Implementation](docs.user.implement.html)
1. [Implementation Strategy](docs.user.implement.strategy.html)
1. [Concepts](docs.user.implement.concepts.html)

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docs/user/five_day_setup/docs.user.five_day_setup.day_1.md
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@ -1,6 +1,6 @@
---
{
"_label": "Day-1"
"_label": "Day-1: Setup Customer,Item, and Supplier"
}
---
Login to your ERPNext account with the User ID and Password sent through the mail.
@ -10,10 +10,8 @@ After logging into your account you will receive a pop-up form to fill. Please f
#### Form Part I
![1st Form](img/firstdaysetup-1.png)
<br>
<br><br>
#### Form Part II
<br>
To understand about Company Financial Year or Fiscal Year visit [Fiscal Year](docs.user.knowledge.fiscal_year.html)
@ -61,8 +59,6 @@ To understand how to fill an Item in detail, visit [Item](docs.user.stock.item.h
<br>
#### Setup Page - Suppliers
<br>
On the Setup page go to Supplier.
![Supplier](img/firstdaysetup-supplier.png)

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docs/user/five_day_setup/docs.user.five_day_setup.day_2.md
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@ -1,11 +1,11 @@
---
{
"_label": "Day-2"
"_label": "Day-2: Setup Chart of Accounts, Opening Accounts, and HR"
}
---
#### Setup Page - Accounts
<br>
Go to the Accounts icon and make ledgers under Chart of Accounts.
![Accounts](img/seconddaysetup-accounts.png)
@ -21,8 +21,6 @@ Create acccounting ledgers.
To begin Opening Entries, go to 'Opening Accounts and Stock' on the Setup Page.
<br>
![Ledger](img/seconddaysetup-accounts-jv.png)
<br>
@ -30,6 +28,8 @@ To begin Opening Entries, go to 'Opening Accounts and Stock' on the Setup Page.
To understand how to create opening entries in detail visit [Opening Entry](docs.user.setup.opening.html).
<br>
#### Opening Stock
You can upload your opening stock in the system using Stock Reconciliation. Stock Reconciliation will update your stock for any given Item.
@ -40,6 +40,7 @@ You can upload your opening stock in the system using Stock Reconciliation. Stoc
To understand Stock Opening in detail visit [Opening Stock](docs.user.accounts.opening_stock.html).
<br>
#### Setup Page - HR Setup

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docs/user/five_day_setup/docs.user.five_day_setup.day_3.md
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@ -1,6 +1,6 @@
---
{
"_label": "Day-3"
"_label": "Day-3: Sales Cycle and Purchase Cycle"
}
---
After completing the set-up and account opening process, it is advisable to complete a few cycles of sales, purchase, and manufacturing process.
@ -8,8 +8,10 @@ After completing the set-up and account opening process, it is advisable to com
### Sales Cycle
Complete a standard sales cycle - Lead > Opportunity > Quotation > Sales Order > Delivery Note > Sales Invoice > Payment (Journal Voucher)
Complete a standard Sales Cycle.
> Lead > Opportunity > Quotation > Sales Order > Delivery Note > Sales Invoice > Payment (Journal Voucher)
<br>
#### Lead
To begin the sales cycle, go to the Selling Icon. On the selling page, click on Lead.
@ -20,6 +22,7 @@ Fill the Lead form.
> To understand Lead in detail, visit [Lead](docs.user.selling.lead.html)
<br>
#### Opportunity
After completing the Lead form, assume that, this same lead is getting converted into an Opportunity. Thus, to create an Opportunity from the existing lead, click on Create Opportunity, on the Lead page.
@ -38,7 +41,7 @@ You can also generate an Opportunity directly from the Selling Page.
> To understand Opportunity in detail visit [Opportunity](docs.user.selling.opportunity.html).
<br>
#### Quotation
Imagine that your Opportunity has shown interest and asked for a Quotation. To generate a Quotation from the same Opportunity, open the submitted Opportunity and click on Create Quotation.
@ -49,7 +52,7 @@ You can also generate a Quotation directly from the Selling Page.
> To understand Quotation in detail visit [Quotation](docs.user.selling.quotation.html)
<br>
#### Sales Order
Imagine that the Quotation which you sent was accepted by the prospect. You are now reequired to send him a Sales Order. To make a sales order from this same Quotation, go to that Quotation page and click on Make Sales Order.
@ -60,6 +63,7 @@ You can also generate a Sales Order directly from the Selling Page.
> To understand Sales Order in detail visit [Sales Order](docs.user.selling.sales_order.html).
<br>
#### Delivery Note
If your organisation has the practice of sending Delivery Note, this section will be helpful. To create a Delivery Note from the a Sales Order, go to that Sales Order and click on Make Delivery.
@ -69,7 +73,7 @@ If your organisation has the practice of sending Delivery Note, this section wil
> To understand Delivery Note in detail, visit [Delivery Note](docs.user.stock.delivery_note.html)
<br>
#### Sales Invoice
Save and Submit your Delivery Note to generate a Sales Invoice. You can also generate an Invoice from Sales Order.
@ -91,9 +95,10 @@ A Journal Voucher or a payment entry can be generated directly from the Sales In
### Purchase Cycle
Complete a standard purchase cycle - Material Request > Purchase Order > Purchase Receipt > Payment (Journal Voucher).
Complete a standard Purchase Cycle.
> Material Request > Purchase Order > Purchase Receipt > Payment (Journal Voucher).
<br>
#### Material Request
To create a Material Request, go to Stock/Buying and Click on Material Request.
@ -102,6 +107,7 @@ To create a Material Request, go to Stock/Buying and Click on Material Request.
> To understand Material Request in detail, visit [Material Request](docs.user.buying.material_request.html)
<br>
#### Purchase Order
To create a Purchase Order go to Buying and click on Purchase Order
@ -110,12 +116,12 @@ To create a Purchase Order go to Buying and click on Purchase Order
> To understand Purchase Order in detail, visit [Purchase Order](docs.user.buying.purchase_order.html)
<br>
#### Purchase Receipt
To create a Purchase Receipt from an existing Purchase Order, open that purchase order and click on Make Purchase Receipt.
![Purchase Receipt](img/thirddaysetup-purchase-receipt.png)
<br>
>To understand Purchase Receipt in detail, visit [Purchase Receipt](docs.user.stock.purchase_receipt.html)
@ -128,8 +134,6 @@ Payments made against Sales Invoices or Purchase Invoices can be made by clickin
![Payment Entry](img/thirddaysetup-payment-entry.png)
<br>
> To understand Payment Entry in detail, visit [Payment Entry](docs.user.accounts.payments.html).

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docs/user/five_day_setup/docs.user.five_day_setup.day_4.md
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@ -1,86 +1,76 @@
---
{
"_label": "Day-4"
"_label": "Day-4: Manufacturing Cycle and Accounting Reports"
}
---
### Manufacturing Cycle
Complete a manufacturing cycle (if applicable) - BOM > Production Planning Tool > Production Order > Stock Entry (material issue) > Stock Entry (sales return)
Complete a manufacturing cycle (if applicable).
> BOM > Production Planning Tool > Production Order > Stock Entry (Material Issue) > Stock Entry (Sales Return)
<br>
#### Bill of Materials
To go to Bill of Materials, Click on Manufacturing. On the Manufacturing page, click on Bill of Materials.
![Bill of Materials](img/fourthdaysetup-bom.png)
<br>
> To understand BOM in detail, visit [Bill of Materials](docs.user.mfg.bom.html)
<br>
#### Production Planning Tool
To go to Production Planning Tool, click on the Manufacturing Icon. On the Manufacturing Page, click on Production Planning Tool to go to that page.
![Production Planning Page](img/fourthdaysetup-ppt.png)
<br>
> To understand Production Planning Tool in detail, visit [Production Planning](docs.user.mfg.planning.html)
<br>
#### Production Order
To go to Production Order click on the Manufacturing Icon. On the Manufacturing Page, click on Production Order.
![Production Order](img/fourthdaysetup-po.png)
<br>
> To understand Production Order in detail, visit [Production Order](docs.user.mfg.production_order.html)
<br>
#### Stock Entry
To go to Stock Entry, click on the Stock Icon and go to Stock Entry.
![Stock Entry](img/fourthdaysetup-stock.png)
> To understand Material Issue, visit [Material Issue](docs.user.stock.material_issue.html).
> To understand Sales Return, visit [Sales Return](docs.user.stock.sales_return.html).
<br>
> To understand Material Issue, visit [Material Issue](docs.user.stock.material_issue.html)
> To understand Sales Return, visit [Sales Return](docs.user.stock.sales_return.html)
#### Delivery Note
To go to Delivery Note, click on Stock. On the Stock Page, click on Delivery Note.
![Delivery Note](img/fourthdaysetup-delivery-note.png)
<br>
> To understand Delivery Note in detail, visit [Delivery Note](docs.user.stock.delivery_note.html)
<br>
#### Warehouse
To go to Warehouse, Click on Stock. On the Stock Page, go to Warehouse.
![Warehouse](img/fourthdaysetup-warehouse.png)
<br>
> To understand Warehouse in detail, visit [Warehouse](docs.user.stock.warehouse.html)
<br>
#### Accounts
Make a few Journal Vouchers. Generate some Accounting Reports.
#### Journal Voucher.
#### Journal Voucher
To go to a Journal Voucher, click on Accounts. On the Accounts page, click on Journal Voucher.
@ -88,9 +78,9 @@ To go to a Journal Voucher, click on Accounts. On the Accounts page, click on Jo
> To understand Journal Voucher in detail, visit [Journal Voucher](docs.user.accounts.journal_voucher.html)
#### Accounting Reports
<br>
### Accounting Reports
Some of the major Accounting Reports are General Ledger, Trial Balance, Accounts Payable and Accounts Receivables, and Sales and Purchase Register.
> To be able to generate these accounts, visti [Accounting Reports](docs.user.accounts.report.html)

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docs/user/five_day_setup/docs.user.five_day_setup.day_5.md
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@ -1,6 +1,6 @@
---
{
"_label": "Day-5"
"_label": "Day-5: Projects, Calendar, and Website"
}
---
@ -8,6 +8,7 @@
ERPNext helps you to manage your Projects by breaking them into Tasks and allocating them to different people.
<br>
#### Tasks
Project is divided into Tasks and each Task is allocated to a resource. In ERPNext, you can also create and allocate a Task independently of a Project.
@ -16,19 +17,16 @@ To create a Task, go to Project and click on Task.
![Tasks](img/fifthdaysetup-tasks.png)
<br>
> To understand Projects in detail, visit [Projects](docs.user.projects.html)
> To understand Projects in detail, visit [Projects](docs.user.projects.html).
> To understand Task in detail, visit [Tasks](docs.user.projects.tasks.html)
<br>
#### Calendar
> To understand Calendar in detail, visit [Calendar](docs.user.tools.calendar.html)
<br>
#### Website
> To understand Website in detail, visit [Website](docs.user.website.html)

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docs/user/five_day_setup/docs.user.five_day_setup.md
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@ -46,4 +46,3 @@ The setup help is divided into day-wise instructions for 5 consecutive days.
- Projects
- Calendar
- Website

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docs/user/knowledge/docs.user.knowledge.attachment_csv.md
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@ -1,6 +1,6 @@
---
{
"_label": "Attachement and CSV files"
"_label": "Attachment and CSV files"
}
---

2
docs/user/setup/docs.user.setup.md
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@ -18,7 +18,7 @@
"docs.user.setup.email",
"docs.user.setup.sms",
"docs.user.setup.taxes",
"docs.user.setup.price_lists",
"docs.user.setup.price_list",
"docs.user.setup.opening",
"docs.user.setup.pos_setting",
"docs.user.setup.third_party_backups"