[docs] backup manager docs

This commit is contained in:
Priya 2013-09-04 12:39:43 +05:30
parent 41eba5f8d1
commit c8c229dcc0
7 changed files with 86 additions and 3 deletions

View File

@ -10,6 +10,17 @@ Payments made against Sales Invoices or Purchase Invoices can be made by clickin
1. Enter the cheque number, cheque date.
1. Save and Submit.
![Payment Entry](img/payment-entry.png)
Payments can also be made independent of invoices by creating a new Journal Voucher and selecting the type of payment.
#### Incoming Payment

View File

@ -11,6 +11,16 @@ To make a new Purchase Invoice, go to:
or click on “Make Purchase Invoice” in Purchase Order or Purchase Receipt.
![Purchase Invoice](img/purchase-invoice.png)
The concept of “Posting Date” is again same as Sales Invoice. “Bill No” and “Bill Date” helps to track the bill number as set by your Supplier for reference.
#### Accounting Impact

View File

@ -13,6 +13,19 @@ You can create a Sales Invoice directly from
or from the “Make Sales Invoice” button in the Sales Order or Delivery Note.
![Sales Invoice](img/sales-invoice.png)
#### Accounting Impact
All Sales must be booked against an “Income Account”. This refers to an Account in the “Income” section of your Chart of Accounts. It is a good practice to classify your income by type (like product income, service income etc). The Income Account must be set for each row of the Items table.

View File

@ -51,6 +51,7 @@ Contents
1. [Price Lists](docs.user.setup.price_lists.html)
1. [Adding Opening Entries](docs.user.setup.opening.html)
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. [Customer Group](docs.user.selling.customer_groups.html)

View File

@ -19,9 +19,9 @@ For example, if you have two types of sales:
- Walk-in Sales
- Online Sales
You may not have shipping expenses for your walk-in customers, and no shop-rent for your online customers. If you want to get the profitability of each of these separately, you create the two as Cost Centers and you can mark all sales as either "Walk-in" or "Online" and also all your purchases in the same way.
You may not have shipping expenses for your walk-in customers, and no shop-rent for your online customers. If you want to get the profitability of each of these separately, you should create the two as Cost Centers and mark all sales as either "Walk-in" or "Online". Mark your all your purchases in the same way.
So when you do your analysis you get a better understanding as to which side of your business is doing better. Since ERPNext has an option to add multiple Companies, you can create Cost Centers for each Company and manage it separately.
Thus when you do your analysis you get a better understanding as to which side of your business is doing better. Since ERPNext has an option to add multiple Companies, you can create Cost Centers for each Company and manage it separately.
### Chart of Cost Centers

View File

@ -20,7 +20,8 @@
"docs.user.setup.taxes",
"docs.user.setup.price_lists",
"docs.user.setup.opening",
"docs.user.setup.pos_setting"
"docs.user.setup.pos_setting",
"docs.user.setup.third_party_backups"
]
}
---

View File

@ -0,0 +1,47 @@
---
{
"_label": "Third Party Backups"
}
---
If you wish to store your backups on a periodic basis,on Dropbox, you can do it directly through ERPNext.
> Setup > Manage 3rd Party Backups
![Third Party Backups](img/third-party-backups.png)
On the Backup Manager page, enter the email addresses of those people whom you wish to notify about the upload status. Under the topic 'Sync with Dropbox', select whether you wish to upload Daily, Weekly or Never. The third step is to click on **Allow Dropbox Access**.
> Tip: In future, if you wish to discontinue uploading backups to dropbox, then select the Never option.
![Backup Manager](img/backup-manager.png)
You need to login to your dropbox account, with your user id and password.
![Dropbox Access](img/dropbox-access.png)
## Open Source Users
Installing Pre-Requisites
pip install dropbox
pip install google-api-python-client
<br>
#### Create an App in Dropbox
First create your Dropbox account.After successful creation of account you will receive `app_key`, `app_secret` and `access_type`. Now open `conf.py` and set `app_key` as `dropbox_access_key` and `app_secret` as `dropbox_secret_key`
<br>
> Note: Please ensure Allow Pop-ups are enabled in your browser.