brotherton-erpnext/docs/user/docs.user.md

6.6 KiB

_label _toc _no_toc
User Guide
docs.user.intro
docs.user.implement
docs.user.setup
docs.user.selling
docs.user.buying
docs.user.stock
docs.user.accounts
docs.user.hr
docs.user.mfg
docs.user.support
docs.user.projects
docs.user.website
docs.user.tools
docs.user.customize
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This manual covers all the major processes in setting up and using ERPNext. The manual is written in a way that the user can manage a self-implementation of the ERP. We recommend that the manual be read first before starting implementation.

Contents

  1. Introduction
    1. Open Source
    2. Ways to get started
    3. Getting Help
  2. Implementation
    1. Implementation Strategy
    2. Concepts
  3. Setup
    1. First Login
    2. Setting Up Masters (Item, Customer, Supplier)
    3. Chart of Accounts
    4. Chart of Cost Centers
    5. Company Setup
    6. Adding Users
    7. Permissions
    8. Workflows
    9. Letter Heads
    10. Print Headings
    11. Numbering Series
    12. Global Defaults
    13. Importing Data
    14. Email Settings
    15. SMS Settings
    16. Setting up Taxes
    17. Price Lists
    18. Adding Opening Entries
    19. POS Setting
    20. Third Party Backups
  4. Selling
    1. Selling Setup
      1. Customer Group
      2. Territory
      3. Sales Partner
      4. Sales Person
      5. Campaign
      6. Terms and Conditions
      7. Price Lists
      8. Discount
    2. Customers
    3. Lead
    4. Opportunity
    5. Quotation
    6. Sales Order
  5. Buying
    1. Supplier Type
    2. Supplier
    3. Material Request
    4. Supplier Quotation
    5. Purchase Order
    6. Purchase Taxes
    7. Price Lists
    8. Sub Contracting
  6. Stock (Inventory)
    1. Warehouse
    2. Item Group
    3. Item
    4. Serialized Inventory
    5. Purchase Receipt
    6. Delivery Note
    7. Stock Entry / Material Transfer
    8. Material Issue
    9. Sales Return
    10. Purchase Return
    11. Projected Quantity
  7. Accounts
    1. Chart of Accounts
    2. Chart of Cost Centers
    3. Sales Invoice
    4. Purchase Invoice
    5. Payment Entry
    6. Journal Voucher
    7. Opening Entry
    8. Period Closing
    9. Accounting Reports
    10. Upload Journal Entries in Bulk
    11. Point of Sale (POS) Invoice
  8. Human Resources (HR)
    1. HR Setup
    2. Employee
    3. Leave Management
    4. Attendance
    5. Salary and Payroll
    6. Expense Claim
    7. Appraisal
  9. Manufacturing
    1. Bill of Materials
    2. Production Planning
    3. Production Order
  10. Customer Support and Maintenance
    1. Support Ticket
    2. Customer Issue
    3. Maintenance Schedule
    4. Maintenance Visit
    5. Maintenance Schedule
  11. Projects
    1. Projects
    2. Task
    3. Time Log
  12. Website
    1. Setup
    2. Web Pages
    3. Style
    4. Blog
    5. Shopping Cart
  13. Tools
    1. To Do
    2. Calendar
    3. Assignments
    4. Tags
  14. Customize
    1. Custom Fields
    2. Customize Form
    3. Hide / Unhide modules
    4. Print Formats
    5. Custom Scripts