[docs] knowledge files and faq

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Priya 2013-11-12 15:31:51 +05:30
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@ -97,12 +97,14 @@ Contents
1. [Stock Entry / Material Transfer](docs.user.stock.stock_entry.html)
1. [Opening Stock](docs.user.accounts.opening_stock.html)
1. [Material Issue](docs.user.stock.material_issue.html)
1. [Sales Return](docs.user.stock.sales_return.html)
1. [Purchase Return](docs.user.stock.purchase_return.html)
1. [Projected Quantity](docs.user.stock.projected_quantity.html)
1. [Accounting for Stock](docs.user.stock.accounting_for_stock.html)
1. [Perpetual Inventory](docs.user.stock.perpetual_inventory.html)
1. [Migrate to Perpetual Inventory](docs.user.stock.migrate_to_perpetual.html)
1. [How To](docs.user.stocks.how_to.html)
1. [Repack Products](docs.user.stock.how_to_repack_products.html)
1. [Sales Return](docs.user.stock.sales_return.html)
1. [Migrate to Perpetual Inventory](docs.user.stock.migrate_to_perpetual.html)
1. [Accounts](docs.user.accounts.html)
1. [Chart of Accounts](docs.user.setup.accounting.html)
1. [Chart of Cost Centers](docs.user.setup.cost_centers.html)
@ -166,6 +168,9 @@ Contents
1. [DocType Fields](docs.user.knowledge.doctype_fields.html)
1. [Attachment and CSV Files](docs.user.knowledge.attachment_csv.html)
1. [Format using Markdown](docs.user.knowledge.markdown.html)
1. [Make-to-Stock Manufacturing](docs.user.knowledge.make_to_stock.html)
1. [Make-to-Order Manufacturing](docs.user.knowledge.make_to_order.html)
1. [Engineer-to-Order Manufacturing](docs.user.knowledge.engineer_to_order.html)
1. [Customer Portal](docs.user.customer_portal.html)
1. [Sign Up](docs.user.customer_portal.sign_up.html)
2. [Login](docs.user.customer_portal.login.html)

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---
{
"_label": "Engineer-to-Order Manufacturing"
}
---
Engineer-to-order manufacturing is a strategy where the product is designed and manufactured based on very specific customer requirements. Since the end product tends to be complex, customers may engage with the ETO company throughout the entire design and manufacturing phases, to ensure that their specifications are met. This strategy is used by construction, fabrication industry, etc.
Since most specifications like design, requirements, engineering changes etc are often tossed back and forth several times between the ETO company and the customer, either party can become confused if the exchange of product information is poorly managed. Managing and identifying parts for production is an important step.
Engineered-to-order products are often built from difficult to source parts, expensive parts and highly engineered components. Thus, acquiring the necessary product components can be a time consuming and costly endeavor, causing issues before and during production runs.
To manage ETO products maintain a consistent serial number records and create a Bill of Material for each product. Focus on the bill of materials rather then on the estimation and budgeting of the product.

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---
{
"_label": "Make-to-Order Manufacturing"
}
---
Make-to-order is a manufacturing process in which manufacturing starts only after a customer's order is received.
The company has some standard items but the product is only made when the customer places an order. This is true for furniture, for designer gift items etc.
Manufacturing after receiving customer's orders means to start a pull-type supply chain operation because manufacturing is performed when demand is confirmed, i.e. being pulled by demand.
In this type of manufacturing, production orders are linked to one or more sales orders.

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---
{
"_label": "Make-to-Stock Manufacturing"
}
---
Make-to-stock manufacturing is a system based on keeping stocks ready for customers in order to provide instant availability to customers. Products like FMCG goods and electronics are made and stocked. Here, the production cycle is completed before the sales orders are made.
This strategy is used by businesses to match production with consumer demand forecasts. The make-to-stock (MTS) method forecasts demand, to determine how much stock should be produced. If demand for the product can be accurately forecasted, the MTS strategy can be an efficient choice.
The main drawback to the make-to-stock (MTS) method is that it relies heavily on the accuracy of demand forecasts. Inaccurate forecasts will lead to losses stemming from excessive inventory or stockouts.

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@ -8,7 +8,10 @@
"docs.user.knowledge.doctype",
"docs.user.knowledge.doctype_fields",
"docs.user.knowledge.attachment_csv",
"docs.user.knowledge.markdown"
"docs.user.knowledge.markdown",
"docs.user.knowledge.make-to-stock",
"docs.user.knowledge.make-to-order",
"docs.user.knowledge.engineer-to-order"
]
}
---

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Customer Group is a category where you specify your customer group type. Your customers can be Individuals or they can be corporate(Company) customers. Your customers could also be government officials or non-profit organisations. ERPNext allows you to create your own Customer Group.
To create a new Customer Group, go to
> Selling > Customer Group
#### Step 1: Click on Add Child
![Customer Group Tree](img/customer-group-tree-1.png)
<br>
#### Step 2: Name the Customer Group
![Customer Group Tree](img/customer-group-tree-2.png)
The new Customer Group will be added to the Customer Group Tree.
![Customer Group Tree](img/customer-group-tree-3.png)
![Customer Group Tree](img/customer-group-tree.png)

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People who assist you in getting business are termed as Sales Partners. Sales Partners can be represented by different names in ERPNext. You can call them Channel Partner, Distributor, Dealer, Agent, Retailer, Implementation Partner, Reseller etc. Based on the partner's functions and their areas of expertise, you can create your own Sales Partner Names.
To create a sales partner go to
> Setup > Sales Partner > New Sales Partner
![Sales Partner](img/sales-partner.png)
To include the name of your Partner on your website, check the "Show in Website" box.
![Sales Partner](img/sales-partner-1.png)

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The person who helps in selling your products or services is called a Sales Person. A Sales Person could be your Sales Manager, Sales Executive, General Manager-Sales, Vice President-Sales etc.
To create a sales person go to:
> Setup > Sales Person
![Sales Person](img/sales-person-1.png)
<br>
Click on "Add Child" to create new sales persons.
![Sales Person](img/sales-person-2.png)

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@ -12,3 +12,6 @@ Territory is a place to signify where your customers come from. If you operate i
![Territory Tree](img/territory-tree.png)
To add more territories to an existing tree, click on "Add Child"
![Territory Tree](img/territory-tree-1.png)

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---
{
"_label": "How to"
}
---
This page contains most frequently asked questions on Stocks.

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---
{
"_label": "How to repack products?"
}
---
#### Step 1: Go to Stock Entry
#### Step 2: Select Purpose as Manufacture/Repack.
![Repack](img/repack-1.png)

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"docs.user.stock.projected_quantity",
"docs.user.stock.accounting_for_stock",
"docs.user.stock.perpetual_inventory",
"docs.user.stock.migrate_to_perpetual"
"docs.user.stock.migrate_to_perpetual",
"docs.user.stock.how_to_repack_products",
"docs.user.stock.how_to"
]
}
---

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@ -9,9 +9,25 @@ ERPNext has an option to account for products that are returned to the supplier.
> Stock > Stock Entry > New Stock Entry
![Purchase Return](img/purchase-return.png)
#### Step 1: Select Purpose as Purchase Return.
#### Step 2: Enter Purchase Return No.
![Purchase Return](img/purchase-return-1.png)
<br>
#### Step 3: Enter Item Details
#### Step 4: Update Warehouse Details
![Purchase Return](img/purchase-return-1.png)
#### Step 5: Provide Supplier Details
![Purchase Return](img/purchase-return-3.png)
- To select Purchase Return go to Stock Entry.
@ -21,3 +37,8 @@ ERPNext has an option to account for products that are returned to the supplier.
- Provide Supplier Information.
- Save the document.
#### Debit Note
Once the Stock Entry is submitted, you can click on Make Debit Note button and a new Journal Voucher will be created pre-filled with the customer's account and Items' income account.
![Purchase Return](img/purchase-return-4.png)

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#### Credit Note
Once the Stock Entry is submitted, you can click on Make Credit Note button and a new Journal Voucher will be created prefilled with the customer's account and Items' income account.
Once the Stock Entry is submitted, you can click on Make Credit Note button and a new Journal Voucher will be created pre-filled with the customer's account and Items' income account.
![Sales Return](img/sales-return-4.png)