User Manual (English)

Contents:

  1. Introduction
    1. Do I Need An Erp
    2. Open Source
    3. Getting Started With Erpnext
    4. The Champion
    5. Implementation Strategy
    6. Flow Chart Of Transactions In ERPNext
    7. Concepts And Terms
  2. Setting Up
    1. Setup Wizard
      1. Step 1: Language
      2. Step 2: Currency and Timezone
      3. Step 3: User Details
      4. Step 4: Company Details
      5. Step 5: Letterhead and Logo
      6. Step 6: Add Users
      7. Step 6: Tax Details
      8. Step 7: Customers
      9. Step 8: Suppliers
      10. Step 9: Item Names
    2. Users And Permissions
      1. Adding Users
      2. Role Based Permissions
      3. User Permissions
      4. Role Permission for Page and Report
      5. Sharing
    3. Settings
      1. System Settings
      2. Show or Hide Modules
      3. Naming Series
      4. Global Defaults
    4. Data Management
      1. Data Import Tool
      2. Bulk Renaming of Records
    5. Email
      1. Email Accounts
      2. Email Inbox
      3. Email Alerts
      4. Email Digest
      5. Email Reports at Regular Intervals
      6. Sending Email from any Document
    6. Printing and Branding
      1. Print Settings
      2. Print Format Builder
      3. Print Headings
      4. Letter Head
      5. Address Template
      6. Terms And Conditions
      7. Cheque Print Template
      8. Custom Translations
    7. Setting Up Taxes
    8. Point of Sale Setting
    9. Price Lists
    10. Authorization Rule
    11. SMS Setting
    12. Stock Reconciliation For Non Serialized Item
    13. Territory
    14. Workflows
    15. Bar Code
    16. Company Setup
    17. Calculate Incentive For Sales Team
    18. Articles
      1. Change User Password
      2. Delete All Related Transactions for a Company
      3. Edit Submitted Document
      4. Integrating ERPNext with other Applications
      5. Manage Header And Footer
      6. Managing Multiple Companies
      7. Managing Perm Level in Permission Manager
      8. Managing Tree Structure Masters
      9. Setting the Current Value for Naming Series
      10. Overwriting Data from Data Import Tool
      11. Rename User
      12. Using Custom Domain On Erpnext
    19. Feedback
      1. Feedback Trigger
      2. Submit Feedback
      3. Resend Feedback Request
      4. Manual Feedback Request
    20. Integrations
      1. Setting up PayPal
      2. Setting up Razorpay
      3. Setting Up Dropbox Backups
      4. Setting up LDAP
      5. Setting up Stripe
  3. Accounts
    1. Chart Of Accounts
    2. Updating Opening Balance in Accounts
    3. Sales Invoice
    4. Point of Sale Invoice
    5. Purchase Invoice
    6. Payments
    7. Journal Entry
    8. Payment Entry
    9. Multi Currency Accounting
    10. Advance Payment Entry
    11. Payment Request
    12. Credit Limit
    13. Bank Guarantee
    14. Accounting Reports
    15. Accounting Entries
    16. Managing Fixed Assets
    17. Budgeting
    18. Item Wise Taxation
    19. Recurring Orders and Invoices
    20. Pricing Rule
    21. Tools
      1. Bank Reconciliation
      2. Payment Reconciliation
      3. Period Closing Voucher
      4. Payment Tool
    22. Setup
      1. Fiscal Year
      2. Cost Center
      3. Accounts Settings
      4. Tax Rule
    23. Articles
      1. Tracking Project Profibitability using Cost Center
      2. Changing Parent Account
      3. Difference Entry
      4. Fixing Fiscal Year Error
      5. Freeze Accounting Entries
      6. Manage Foreign Exchange Difference
      7. Managing Transactions In Multiple Currency
      8. Fiscal Year Creation
      9. Post Dated Cheque Entry
      10. Delivery from Sales Invoice
      11. Purchase Tax or Charges Categories
      12. Withdrawing Salary from Owner's Equity Account
      13. Adjust Withhold Amount in the Payment Entry
      14. C-Form
      15. How To Freeze Accounting Ledger?
  4. Stock
    1. Material Request
    2. Stock Entry
    3. Delivery Note
    4. Purchase Receipt
    5. Installation Note
    6. Item
      1. Item Price
      2. Item Codification
      3. Item Variants
      4. Purchase Details
      5. Re-Order
      6. Item Valuation Fifo And Moving Average
    7. Warehouse
    8. Serial No
    9. Batch
    10. Projected Quantity
    11. Accounting Of Inventory Stock
      1. Perpetual Inventory
      2. Migrate To Perpetual Inventory
    12. Tools
      1. Packing Slip
      2. Quality Inspection
      3. Landed Cost Voucher
    13. Setup
      1. Stock Settings
      2. Item Group
      3. Item Attribute
    14. Sales Return
    15. Purchase Return
    16. Articles
      1. Allow Over Delivery/Billing
      2. Auto Creation of Material Request
      3. Maintain Stock field Frozen in the Item master
      4. Manage Rejected Finished Goods Items
      5. Managing Batch wise Inventory
      6. Managing Fractions in UoM
      7. Opening Stock Balance Entry for the Serialized and Batch Item
      8. Repack Entry
      9. Serial No. Naming
      10. Stock Entry Purpose
      11. Stock Level Report
      12. Track Items Using Barcode
      13. Depreciation Entry
    17. Opening Stock
    18. Stock How To
  5. CRM
    1. Lead
    2. Customer
    3. Opportunity
    4. Contact and Address
    5. Newsletter
    6. Crm Reports
    7. Setup
      1. Campaign
      2. Customer Group
      3. Sales Person
  6. Selling
    1. Quotation
    2. Sales Order
    3. Setup
      1. Selling Settings
      2. Sales Partner
      3. Shipping Rule
      4. Product Bundle
      5. Item Price
      6. Sales Person Target Allocation
    4. Articles
      1. Applying Discount
      2. Drop Ship
      3. ERPNext for Service Organization
      4. Shipping Rule
      5. Sales Persons in the Sales Transactions
      6. Close Sales Order
      7. Adding Margin
  7. Buying
    1. Supplier
    2. Request For Quotation
    3. Supplier Quotation
    4. Purchase Order
    5. Setup
      1. Buying Settings
      2. Supplier Type
    6. Articles
      1. Maintaining Supplier's Item Code in the Item master
      2. Purchasing in Different Unit (UoM)
      3. Pull Items in Purchase Order based on Supplier
    7. Purchase Taxes
  8. Manufacturing
    1. Introduction
    2. Bill Of Materials
    3. Production Order
    4. Workstation
    5. Operation
    6. Subcontracting
    7. Tools
      1. Production Planning Tool
      2. BOM Replace Tool
    8. Setup
      1. Manufacturing Settings
    9. Articles
      1. Nested BOM Structure
      2. Production Planning & Subassembly
      3. Valuation Based On in BOM
  9. Projects
    1. Tasks
    2. Project
    3. Time Log Batch
    4. Activity Type
    5. Activity Cost
    6. Articles
      1. Project Costing
    7. Timesheet
      1. Salary Slip from Timesheet
      2. Sales Invoice from Timesheet
      3. Timesheet based on Production Order
      4. Timesheet against Project and Task
  10. Support
    1. Issue
    2. Warranty Claim
    3. Maintenance Visit
    4. Maintenance Schedule
  11. Human Resources
    1. Employee
    2. Overview
    3. Expense Claim
    4. Attendance
    5. Salary And Payroll
    6. Appraisal
    7. Job Applicant
    8. Job Opening
    9. Offer Letter
    10. Training
    11. Tools
      1. Employee Attendance Tool
      2. Upload Attendance
    12. Human Resources Reports
    13. Setup
      1. HR Settings
      2. Employment Type
      3. Branch
      4. Department
      5. Designation
      6. Earning Type
      7. Deduction Type
      8. Holiday List
    14. Holiday List
    15. Human Resource Setup
    16. Daily Work Summary
    17. Fleet Management
    18. Employee Loan Management
    19. Articles
      1. Employees Loan Management
      2. Leave Calculation In Salary Slip
    20. Leave Application
  12. Customer Portal
    1. Customer Orders Invoices And Shipping Status
    2. Portal Login
    3. Sign Up
    4. Issues
  13. Website
    1. Web Page
    2. Blog Post
    3. Web Forms
    4. Blogger
    5. Setup
      1. Website Settings
      2. Social Login Keys
    6. Add Products To Website
    7. Shopping Cart
    8. Articles
      1. Managing User Sign Up via Website
      2. Website Security
      3. Wesite Home Page
  14. Using Erpnext
    1. To Do
    2. Restore Deleted Documents
    3. Document Versioning
    4. Collaborating Around Forms
    5. Chat
    6. Notes
    7. Calendar
    8. Assignment
    9. Tags
    10. Articles
      1. Checking Link Between Documents
      2. Delete Submitted Document
      3. Duplicate a Record
      4. Adding File as a Attachment
      5. Merging Documents
      6. Bulk Rename
      7. Renaming a Document
      8. Search Filter
      9. Tree Master Renaming
      10. POS View
      11. Adding Attachments to Outgoing Messages
  15. Customize ERPNext
    1. Custom Field
    2. Customize Form
    3. Custom Doctype
    4. Document Title
    5. Hiding Module Icons
    6. Print Format
    7. Custom Scripts
      1. Custom Script Examples
        1. Custom Script Fetch Values From Master
        2. Date Validation
        3. Generate Item Code Based On Custom Logic
        4. Make Read Only After Saving
        5. Restrict Cancel Rights
        6. Restrict Purpose Of Stock Entry
        7. Restrict User Based On Child Record
        8. Sales Invoice Id Based On Sales Order Id
        9. Update Date Field Based On Value In Other Date Field
        10. Add a Custom Button
    8. Articles
      1. Editing Value in Submitted Document
      2. Creating Custom Link Fields
      3. Customizing Sorting Order in the List View
      4. Deleting Custom Reports
      5. Disable Rounded Total
      6. Field Types
      7. Increase Max Attachments
      8. Make Fields Visible In Print Format
      9. Reports in ERPNext
      10. Managing Dynamic Link Fields
      11. Module Visibility
      12. Perm Level Error in Permission Manager
      13. Search Record by Specific Field
      14. Change the Language
      15. Set Precision
      16. Restricting based on Owner
      17. Maximum Numbers Of Fields In A Form
  16. Schools
    1. Student
      1. Student
      2. Student Log
      3. Student Batch
      4. Student Group
      5. Student Group Creation Tool
    2. Admission
      1. Student Applicant
      2. Program Enrollment
    3. Schedule
      1. Course Schedule
      2. Student Attendance
      3. Scheduling Tool
      4. Examination
    4. Fees
      1. Fees
      2. Fee Structure
      3. Fee Category
    5. Setup
      1. Course
      2. Program
      3. Instructor
      4. Room
      5. Academic Term
      6. Academic Year
    6. Assessment
      1. Assessment Criteria
      2. Assessment Group
      3. Grading Scale
      4. Assessment Plan
      5. Assessment Result Tool
      6. Assessment Result
  17. Fleet Management