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[docs] 5 day setup names and Website details added
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Anand Doshi 2013-10-14 06:38:23 -07:00
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docs/user/docs.user.md
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@ -3,6 +3,7 @@
"_label": "User Guide",
"_toc": [
"docs.user.intro",
"docs.user.five_day_setup",
"docs.user.implement",
"docs.user.setup",
"docs.user.selling",
@ -17,7 +18,7 @@
"docs.user.tools",
"docs.user.customize",
"docs.user.knowledge"
],
],
"_no_toc": 1
}
---
@ -29,6 +30,12 @@ Contents
1. [Open Source](docs.user.intro.open_source.html)
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: 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)
@ -154,4 +161,3 @@ Contents
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)

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---
{
"_label": "Day-1: Setup Customer, Item, and Supplier"
}
---
Login to your ERPNext account with the User ID and Password sent through the mail.
After logging into your account you will receive a pop-up form to fill. Please fill this form. Select the abbreviation you would wish to have for your company. The abbreviation selected here will be used in naming most of the business documents.
#### Form Part I
![1st Form](img/firstdaysetup-1.png)
<br>
#### Form Part II
<br>
To understand about Company Financial Year or Fiscal Year visit [Fiscal Year](docs.user.knowledge.fiscal_year.html)
![1st Form](img/firstdaysetup-2.png)
After filling this form, you will get a pop-up message for completing the set-up process. Click on the Setup button. The Setup page will appear.
<br>
#### Setup Page - Customer
The Organisation details are updated in ERPNext, after filling the first form. Go directly to the Customer Icon.
![Customer](img/firstdaysetup-customer.png)
<br>
After clicking on Customer, a new form will appear.
<br>
![Customer](img/firstdaysetup-customer-1.png)
To see how customer details are added, visit [Customer](docs.user.selling.customer.html). Create 5 new customer records in the system.
Now proceed to make an Item. To go to the main menu, click on erpnext icon which is on the left hand corner of the page. On the main menu page, click on Setup
![Main Menu](img/firstdaysetup-main-menu.png)
<br>
#### Setup Page - Item
On the setup page go to Item.
![Item](img/firstdaysetup-item.png)
Create a new Item. An Item is your company's product or a service.The term Item is applicable to your core products as well as your raw materials. It can be a product or service that you buy/sell from your customers/ suppliers.
Filling Item details is an important step in ERPNext. Do not postpone this step. After clicking on Item, make a new Item.
![Item](img/firstdaysetup-item-1.png)
To understand how to fill an Item in detail, visit [Item](docs.user.stock.item.html). Add 5 item records to ERPnext. After adding these records, go back to the Setup Page and add Suppliers.
<br>
#### Setup Page - Suppliers
<br>
On the Setup page go to Supplier.
![Supplier](img/firstdaysetup-supplier.png)
<br>
Suppliers are companies or individuals who provide you with products or services. They are treated in exactly the same manner as Customers in ERPNext. Create a new Supplier record.
![Supplier](img/firstdaysetup-supplier-1.png)
To understand how to fill Supplier details, visit [Supplier](docs.user.buying.supplier.html).
If you wish to import your list of customers and suppliers directly to ERPNext, you can do that via the Data Import Tool.
To upload Customers or suppliers in bulk, go to the Data Import Tool.
> Note: The data import format is case-sensitive. The file will not be processed if there are any spelling mistakes or deviations from the default values.
To understand how to import data, visit [Importing Data](docs.user.setup.data_import.html).

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---
{
"_label": "Day-2: Setup Chart of Accounts, Opening Accounts, and HR"
}
---
#### Setup Page- Accounts
Go to the Accounts icon and make ledgers under Chart of Accounts.
![Accounts](img/seconddaysetup-accounts.png)
<br>
Create acccounting ledgers.
![Tree](img/seconddaysetup-tree.png)
<br>
To begin Opening Entries, go to 'Opening Accounts and Stock' on the Setup Page.
<br>
![Ledger](img/seconddaysetup-accounts-jv.png)
<br>
To understand how to create opening entries in detail visit [Opening Entry](docs.user.setup.opening.html).
#### Opening Stock
You can upload your opening stock in the system using Stock Reconciliation. Stock Reconciliation will update your stock for any given Item.
![Stock Opening](img/seconddaysetup-stock-opening.png)
<br>
To understand Stock Opening in detail visit [Opening Stock](docs.user.accounts.opening_stock.html).
#### Setup Page - HR Setup
To setup HR, begin by creating individual employee records.
![Employee](img/seconddaysetup-hr.png)
To fill the Employee Form, refer to [Employee](docs.user.hr.employee.html)
To complete the remaining HR-Setup, see [Human Resources](docs.user.hr.html)

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---
{
"_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.
### Sales Cycle
Complete a standard sales cycle - Lead > Opportunity > Quotation > Sales Order > Delivery Note > Sales Invoice > Payment (Journal Voucher)
#### Lead
To begin the sales cycle, go to the Selling Icon. On the selling page, click on Lead.
![Lead](img/thirddaysetup-lead.png)
Fill the Lead form.
> To understand Lead in detail, visit [Lead](docs.user.selling.lead.html)
#### 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.
##### Step 1: Go to 'Lead List' Page and open the Lead that shows interested status.
![Opportunity](img/thirddaysetup-opportunity-1.png)
<br>
##### Step 2: Generate Opportunity from the selected Lead
![Opportunity](img/thirddaysetup-opportunity.png)
You can also generate an Opportunity directly from the Selling Page.
> To understand Opportunity in detail visit [Opportunity](docs.user.selling.opportunity.html).
#### 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.
![Quotation](img/thirddaysetup-quotation.png)
You can also generate a Quotation directly from the Selling Page.
> To understand Quotation in detail visit [Quotation](docs.user.selling.quotation.html)
#### 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.
![Sales Order](img/thirddaysetup-sales-order.png)
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).
#### 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.
![Delivery Note](img/thirddaysetup-delivery-note.png)
> To understand Delivery Note in detail, visit [Delivery Note](docs.user.stock.delivery_note.html)
#### Sales Invoice
Save and Submit your Delivery Note to generate a Sales Invoice. You can also generate an Invoice from Sales Order.
![Sales Invoice](img/thirddaysetup-sales-invoice.png)
<br>
#### Payment (Journal Voucher)
A Journal Voucher or a payment entry can be generated directly from the Sales Invoice.
![Payment Entry](img/thirddaysetup-payment-entry.png)
> To understand a Journal Voucher in detail, visit [Journal Voucher](docs.user.accounts.journal_voucher.html)
<br>
### Purchase Cycle
Complete a standard purchase cycle - Material Request > Purchase Order > Purchase Receipt > Payment (Journal Voucher).
#### Material Request
To create a Material Request, go to Stock/Buying and Click on Material Request.
![Material Request](img/thirddaysetup-material-request.png)
> To understand Material Request in detail, visit [Material Request](docs.user.buying.material_request.html)
#### Purchase Order
To create a Purchase Order go to Buying and click on Purchase Order
![Purchase Order](img/thirddaysetup-purchase-order.png)
> To understand Purchase Order in detail, visit [Purchase Order](docs.user.buying.purchase_order.html)
#### 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)
<br>
#### Payment( Journal Voucher)
Payments made against Sales Invoices or Purchase Invoices can be made by clicking on “Make Payment Entry” button on “Submitted” invoices.
![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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---
{
"_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)
#### 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)
#### 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)
#### 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)
#### Stock Entry
To go to Stock Entry, click on the Stock Icon and go to Stock Entry.
![Stock Entry](img/fourthdaysetup-stock.png)
<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)
#### 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)
#### 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)

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---
{
"_label": "Day-5: Projects Calendar and Website"
}
---
#### 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-tasks.png)
<br>
> 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)

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---
{
"_label": "Five-Day Setup",
"_toc": [
"docs.user.five_day_setup.day_1",
"docs.user.five_day_setup.day_2",
"docs.user.five_day_setup.day_3",
"docs.user.five_day_setup.day_4",
"docs.user.five_day_setup.day_5"
]
}
---
Welcome to ERPNext. To be able to setup ERPNext account successfully, a five-day-setup process is recommended. Perform the 5-days-setup instructions and sail through the ERPNext implementation.
The setup help is divided into day-wise instructions for 5 consecutive days.
#### Day 1
- Company Setup
- Customer Setup
- Item Setup
- Supplier Setup
- Data Import Tool
#### Day 2
- Opening Accounts
- Opening Stock
- HR Setup
#### Day 3
- Sales Cycle
- Purchase Cycle
#### Day 4
- Manufacturing Cycle
- Delivery Note and Warehouse
- Accounts
#### Day 5
- Projects
- Calendar
- Website

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@ -10,11 +10,12 @@ Before you start managing your Operations in EPRNext, you must first become fami
### Test Phase
- Read the Manual
- Follow the Five-Day-Setup Module or the instructions given below.
- Create your first Customer, Supplier and Item. Add a few more so you get familiar with them.
- 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 - Purchase 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 standard purchase cycle - Material Request > Purchase Order > Purchase Receipt > Payment (Journal Voucher).
- 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.

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@ -45,6 +45,14 @@ ERPNext will help you set and manage budgets on your Cost Centers. This is usefu
Budgets are also great for planning purposes. When you are making plans for the next financial year, you would typically target a revenue based on which you would set your expenses. Setting a budget will ensure that your expenses do not get out of hand, at any point, as per your plans.
You can define it in the Cost Center. If you have seasonal sales you can also define a budget distribution that the budget will follow.
> Accounts > Budget Distribution > New Budget Distribution
![Budget Distribution](img/budgeting.png)

#### Budget Actions

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ERPNext has a role-based permission system, which means that you can assign Roles to Users, and permissions on Roles.Each ERPNext user has a Profile. The Profile contains the user’s email and authentication and can be set from:
> Setup > Users and Permissions > Users
> Setup > Profile
#### Step 1: Adding a new User

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docs/user/stock/docs.user.stock.item.md
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@ -15,7 +15,7 @@ ERPNext is optimized for itemized management of your sales and purchase. If you
- **Item Name:** Item name is the actual name of your product or service.
- **Item Code:** Item Code is a short-form to denote your Item. If you have very few Items, it is advisable to keep the Item Name and the Item Code same. This helps new users to recognise and update Item details in all transactions. In case you have lot of Items with long names and the list runs in hundreds, it is advisable to code. To understand naming Item codes see [Item Codification](docs.user.setup.codification.html)
- **Item Group:** Item Group is used to categorize an Item under various criterias like products, raw materials, services, sub-assemblies, consumables or all Item groups. Create your default Item Group list under Setup> Item Group and pre-select the option while filling your New Item details under Item Group.
- **Item Group:** Item Group is used to categorize an Item under various criterias like products, raw materials, services, sub-assemblies, consumables or all Item groups. Create your default Item Group list under Setup> Item Group and pre-select the option while filling your New Item details under [Item Group](docs.user.stock.item_group.html)
- **Default Unit of Measure:** This is the default measuring unit that you will use for your product. It could be in nos, kgs, meters, etc. You can store all the UOM’s that your product will require under Set Up> Master Data > UOM. These can be preselected while filling New Item by using % sign to get a pop up of the UOM list.
- **Brand:** If you have more than one brand save them under Set Up> Master Data> Brand and pre-select them while filling a New Item.
@ -91,3 +91,59 @@ Inspection Criteria: If a Quality Inspection is prepared for this Item, then thi
Visit [Manufacturing](docs.user.mfg.html) and [Website](docs.user.website.html) to understand these topics in detail.
### Listing Item on Website
To list your Item on the Website, fill the Item details and save the file. Once the file is saved, a plus (+) button will appear next to the Image icon. Click on the plus button and add your Item image. The html code will be generated automatically.
##### Step 1: Save Image
![Webimage](img/item-webimage.png)
<br>
##### Step 2: Check the 'Show in Website' box.
Under the Website section, please check the box that says 'show in Website'. Once the box is checked, the page will display other fields for entering information.
![Webimage](img/item-webimage-1.png)
<br>
##### Step 3: Enter Website Details
![Webimage](img/item-webimage-2.png)
The page name will be generated automatically. Mention the Item-Group under which the Item will be displayed.
#### Item Groups
Mention the Item Group under this column. If you wish to list your Item under the broad category products, name your Item Group as Products. In case you have various varieties of Item and want to classify them under different names, make Item Groups with those names and check the box that says 'show in Website'. For Example, if you wish to create a category called 'Bags', create a Item Group named Bags.
![Item Group](img/itemgroup-webimage-bags.png)
Once the Item Group is created go to the Website Settings page under Website. Enter the Label, Url, and Parent Label.
![Item Group](img/itemgroup-website-settings.png)
<br>
#### Webpage labels
![Webpage](img/webpage-labels.png)
Add more Items under a particular Item Group.
To add more Items under a certain Label, mention the Item Group on the Item Page. The Items will be added automatically on the Webpage, under the Item Group Label. For Example, To add Item-Kiddies Bag and Butterfly Print Bag, check the 'Show in Website'box. The Items will be placed under the Label Bags on the Webpage.
![Item Group](img/itemgroup-websettings.png)
<br>
Item Group Display
![Item Group Display](img/webpage-itemgroup-display.png)

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docs/user/website/docs.user.website.blog.md
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@ -15,6 +15,11 @@ To create a new blog, just create a new Blog from:
![Blog](img/blog.png)
You can format the blog using the same Markdown format
You can format a blog using the Markdown format.You can also access your blog by going to the page “blog.html”.
#### A sample blog-page.
![Blog](img/blog-look.png)
You can access your blog by going to the page “blog.html”

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docs/user/website/docs.user.website.setup.md
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@ -29,11 +29,36 @@ To define the Top Bar Menus, Brand, Footers and Home Page, go to:
> Website > Website Settings
#### Step 1: Landing Page Details
![Website Setting](img/website-settings.png)
<br>
#### Step 2: Banner Details
![Website Setting](img/website-settings-1.png)
<br>
#### Step 3: Top Bar Labels
![Website Setting](img/website-settings-2.png)
> Note: Create seperate web pages which will be linked to the main web-icons like company, contact, products etc.
<br>
#### Step 4: Footer Details
![Website Setting](img/website-settings-3.png)
A website can be generated once all the settings and style requirements are added.
A sample website generated by ERPNext would look like this.
![Website](img/website-settings-4.png)
<br>
#### Top Menu