brotherton-erpnext/docs/docs.user.md
2013-06-24 14:59:44 +05:30

6.2 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.accounting
docs.user.hr
docs.user.mfg
docs.user.support
docs.user.projects
docs.user.website
docs.user.tools
docs.user.customize
1

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. Chart of Accounts
    3. Chart of Cost Centers
    4. Company Setup
    5. Adding Users
    6. Permissions
    7. Workflows
    8. Letter Heads
    9. Print Headings
    10. Numbering Series
    11. Global Defaults
    12. Importing Data
    13. Email Settings
    14. SMS Settings
    15. Setting up Taxes
    16. Price Lists
    17. Adding Opening Entries
  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
    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. Material Issue
    10. Sales Return
    11. Purchase Return
  7. Accounting
    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
  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