diff --git a/docs/user/docs.user.md b/docs/user/docs.user.md index 098fd89e27..3aa3c9e414 100644 --- a/docs/user/docs.user.md +++ b/docs/user/docs.user.md @@ -34,6 +34,8 @@ Contents 1. [Day-1](docs.user.five.day_1.html) 1. [Day-2](docs.user.five.day_2.html) 1. [Day-3](docs.user.five.day_3.html) + 1. [Day-4](docs.user.five.day_4.html) + 1. [Day-5](docs.user.five.day_5.html) 1. [Implementation](docs.user.implement.html) 1. [Implementation Strategy](docs.user.implement.strategy.html) 1. [Concepts](docs.user.implement.concepts.html) diff --git a/docs/user/five_step_setup/docs.user.five.day_4.md b/docs/user/five_step_setup/docs.user.five.day_4.md new file mode 100644 index 0000000000..d23fe54585 --- /dev/null +++ b/docs/user/five_step_setup/docs.user.five.day_4.md @@ -0,0 +1,96 @@ +--- +{ + "_label": "Day-4" +} +--- + +### Manufacturing Cycle + +Complete a manufacturing cycle (if applicable) - BOM > Production Planning Tool > Production Order > Stock Entry (material issue) > Stock Entry (sales return) + +#### 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) + +
+ +> To understand BOM in detail, visit [Bill of Materials](docs.user.mfg.bom.html) + +#### 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) + +
+ +> To understand Production Planning Tool in detail, visit [Production Planning](docs.user.mfg.planning.html) + + +#### 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) + +
+ +> To understand Production Order in detail, visit [Production Order](docs.user.mfg.production_order.html) + +#### 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) + + +#### 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) + +
+ +> To understand Delivery Note in detail, visit [Delivery Note](docs.user.stock.delivery_note.html) + + + +#### Warehouse + +To go to Warehouse, Click on Stock. On the Stock Page, go to Warehouse. + +![Warehouse](img/fourthdaysetup_warehouse.png) + +
+ +> To understand Warehouse in detail, visit [Warehouse](docs.user.stock.warehouse.html) + + +#### Accounts + +Make a few Journal Vouchers. Generate some Accounting Reports. + +#### Journal Voucher. + +To go to a Journal Voucher, click on Accounts. On the Accounts page, click on Journal Voucher. + +![Journal Voucher](img/fourthdaysetup_jv.png) + +> To understand Journal Voucher in detail, visit [Journal Voucher](docs.user.accounts.journal_voucher.html) + +#### 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) + diff --git a/docs/user/five_step_setup/docs.user.five.day_5.md b/docs/user/five_step_setup/docs.user.five.day_5.md new file mode 100644 index 0000000000..30c64c3708 --- /dev/null +++ b/docs/user/five_step_setup/docs.user.five.day_5.md @@ -0,0 +1,34 @@ +--- +{ + "_label": "Day-5" +} +--- + +#### Projects + +ERPNext helps you to manage your Projects by breaking them into Tasks and allocating them to different people. + +#### 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. + +To create a Task, go to Project and click on Task. + +![Tasks](img/fifthdaysetup_task.png) + +
+ + +> To understand Projects in detail, visit [Projects](docs.user.projects.html) + +> To understand Task in detail, visit [Tasks](docs.user.projects.tasks.html) + +#### Calendar + +> To understand Calendar in detail, visit [Calendar](docs.user.tools.calendar.html) + + +#### Website + +> To understand Website in detail, visit [Website](docs.user.website.html) + diff --git a/docs/user/five_step_setup/docs.user.five.md b/docs/user/five_step_setup/docs.user.five.md index 14b761b31e..21170c5988 100644 --- a/docs/user/five_step_setup/docs.user.five.md +++ b/docs/user/five_step_setup/docs.user.five.md @@ -4,7 +4,9 @@ "_toc": [ "docs.user.five.day_1", "docs.user.five.day_2", - "docs.user.five.day_3" + "docs.user.five.day_3", + "docs.user.five.day_4", + "docs.user.five.day_5" ] } @@ -33,16 +35,15 @@ The setup help is divided into day-wise instructions for 5 consecutive days. Day - Purchase Cycle - #### Day 4 - Manufacturing Cycle -- Fulfillment Cycle- Inventory, Delivery Note, Warehouse etc +- Delivery Note and Warehouse - Accounts #### Day 5 -- Billing -- Payments -- HR Reports +- Projects +- Calendar +- Website diff --git a/docs/user/intro/docs.user.implement.strategy.md b/docs/user/intro/docs.user.implement.strategy.md index 8f05af7f53..735fe1e525 100644 --- a/docs/user/intro/docs.user.implement.strategy.md +++ b/docs/user/intro/docs.user.implement.strategy.md @@ -14,7 +14,7 @@ Before you start managing your Operations in EPRNext, you must first become fami - Create Customer Groups, Item Groups, Warehouses, Supplier Groups, so that you can classify your Items. - Complete a standard sales cycle - Lead > Opportunity > Quotation > Sales Order > Delivery Note > Sales Invoice > Payment (Journal Voucher) - Complete a standard purchase cycle - Material Request > Purchase Order > Purchase Receipt > Payment (Journal Voucher). -- Complete a manufacturing cycle (if applicable) - BOM > Production Planning Tool > Production Order > Stock Entry (issue) > Stock Entry (back-flush) +- Complete a manufacturing cycle (if applicable) - BOM > Production Planning Tool > Production Order > Material Issue > Sales Return > Tip: Use the 30-day free trial at [erpnext.com](https://erpnext.com) to take your test drive.