diff --git a/erpnext/docs/assets/img/non_profit/chapter/chapter.png b/erpnext/docs/assets/img/non_profit/chapter/chapter.png index 2f3195446fc..f854f2f485e 100644 Binary files a/erpnext/docs/assets/img/non_profit/chapter/chapter.png and b/erpnext/docs/assets/img/non_profit/chapter/chapter.png differ diff --git a/erpnext/docs/assets/img/non_profit/chapter/online_chapter.png b/erpnext/docs/assets/img/non_profit/chapter/online_chapter.png new file mode 100644 index 00000000000..95ebd817312 Binary files /dev/null and b/erpnext/docs/assets/img/non_profit/chapter/online_chapter.png differ diff --git a/erpnext/docs/assets/img/non_profit/chapter/online_chapter_join.png b/erpnext/docs/assets/img/non_profit/chapter/online_chapter_join.png new file mode 100644 index 00000000000..7ea56ec14cc Binary files /dev/null and b/erpnext/docs/assets/img/non_profit/chapter/online_chapter_join.png differ diff --git a/erpnext/docs/assets/img/non_profit/grant_application/gant_application.png b/erpnext/docs/assets/img/non_profit/grant_application/gant_application.png deleted file mode 100644 index 50cc1a87f7c..00000000000 Binary files a/erpnext/docs/assets/img/non_profit/grant_application/gant_application.png and /dev/null differ diff --git a/erpnext/docs/assets/img/non_profit/grant_application/grant_application.png b/erpnext/docs/assets/img/non_profit/grant_application/grant_application.png index 50cc1a87f7c..ba7d523e5a1 100644 Binary files a/erpnext/docs/assets/img/non_profit/grant_application/grant_application.png and b/erpnext/docs/assets/img/non_profit/grant_application/grant_application.png differ diff --git a/erpnext/docs/assets/img/non_profit/grant_application/online_grant_application.png b/erpnext/docs/assets/img/non_profit/grant_application/online_grant_application.png new file mode 100644 index 00000000000..908b02d65e2 Binary files /dev/null and b/erpnext/docs/assets/img/non_profit/grant_application/online_grant_application.png differ diff --git a/erpnext/docs/assets/img/non_profit/membership/member.png b/erpnext/docs/assets/img/non_profit/membership/member.png index 68b62ca4d75..ee562881fb9 100644 Binary files a/erpnext/docs/assets/img/non_profit/membership/member.png and b/erpnext/docs/assets/img/non_profit/membership/member.png differ diff --git a/erpnext/docs/assets/img/non_profit/membership/membership.png b/erpnext/docs/assets/img/non_profit/membership/membership.png index 8b909e899fc..01c3ca45e02 100644 Binary files a/erpnext/docs/assets/img/non_profit/membership/membership.png and b/erpnext/docs/assets/img/non_profit/membership/membership.png differ diff --git a/erpnext/docs/assets/img/non_profit/non_profit_domain.png b/erpnext/docs/assets/img/non_profit/non_profit_domain.png new file mode 100644 index 00000000000..8c102e805c3 Binary files /dev/null and b/erpnext/docs/assets/img/non_profit/non_profit_domain.png differ diff --git a/erpnext/docs/user/manual/en/non_profit/Chapter/chapter.md b/erpnext/docs/user/manual/en/non_profit/Chapter/chapter.md index bc152781c9b..0078f6c2fa0 100644 --- a/erpnext/docs/user/manual/en/non_profit/Chapter/chapter.md +++ b/erpnext/docs/user/manual/en/non_profit/Chapter/chapter.md @@ -2,6 +2,26 @@ The Chapter doctype allows you to record the Chapter details. -Student +Chapter Head or System User can create Chapter. + +To Create Chapter: + +> Non Profit > Chapter > New + +Chapter + +System User or Chapter Head can add chapter Member directly from the desk or +User can join directly by visiting chapter page on website + +to join chapter online + +> My Account on website > Chapter from sidebar > Select Available chapter and click on join chapter button + +online Chapter + +online Chapter + + +To leave chapter click on leave chapter button {next} \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/non_profit/Chapter/index.md b/erpnext/docs/user/manual/en/non_profit/Chapter/index.md index c6f0dd1927d..1c5e132962c 100644 --- a/erpnext/docs/user/manual/en/non_profit/Chapter/index.md +++ b/erpnext/docs/user/manual/en/non_profit/Chapter/index.md @@ -2,6 +2,9 @@ This section contains Chapter related documents. +Chapter doctype is for people to organize or join offline group meetings in various cities around the world. user/members can find and join groups with a common interest. + + ### Topics {index} \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/non_profit/Chapter/index.txt b/erpnext/docs/user/manual/en/non_profit/Chapter/index.txt index 93686ca2743..9eb7bdd7309 100644 --- a/erpnext/docs/user/manual/en/non_profit/Chapter/index.txt +++ b/erpnext/docs/user/manual/en/non_profit/Chapter/index.txt @@ -1,3 +1 @@ -Chapter -Chapter Member -Chapter Message \ No newline at end of file +chapter \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/non_profit/Donor/donor.md b/erpnext/docs/user/manual/en/non_profit/Donor/donor.md index 0a625009fb1..7958755d14e 100644 --- a/erpnext/docs/user/manual/en/non_profit/Donor/donor.md +++ b/erpnext/docs/user/manual/en/non_profit/Donor/donor.md @@ -2,6 +2,20 @@ The Donor doctype allows you to record the Donor details. +Donor are simply contacts in your ERPNext database with one or more Donation. The contact may be an individual, a household, an organisation, or some other contact sub-type, but it is always a contact to which a donation is applied. + +To create new Donor go to: + +> Non Profit > Donor > New + Student +**Email:** Email field is the id of Member doctype. + +**Donor Type:** DonorType is link field to Donor Type Doctype. Member can select Available Doctype. + +**Address and Contact Section:** This Section linked to address and contact doctypes. + +**Accounting Section:** This section allowed to set member accounting details such as Account Receivable. + {next} \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/non_profit/Donor/donor_type.md b/erpnext/docs/user/manual/en/non_profit/Donor/donor_type.md index 6985a0f6c7a..ba74c175739 100644 --- a/erpnext/docs/user/manual/en/non_profit/Donor/donor_type.md +++ b/erpnext/docs/user/manual/en/non_profit/Donor/donor_type.md @@ -2,6 +2,16 @@ The Donor Type doctype allows you to Create different Donor Profile for the Donor. -Student +Donor Types are a basic building block for Donor and contribution management. Typically an organization will set up a donor type for each of the different donation that they offer. For example, an organisation may define three donation types for 'regular', 'Organization', and 'honorary' donor. + +In this chapter we will cover the most common set-up for donor types. + +To create new donor Type go to: + +> Non Profit > Donor Type > New + +donor type + +**Donor Type:** The Donor Type is displayed throughout the system, on both public and backend pages so spend some time thinking about a donor type name that is appropriate to both audiences. It can be changed at a later date {next} \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/non_profit/Donor/index.md b/erpnext/docs/user/manual/en/non_profit/Donor/index.md index 387cc9e9ffe..9b7b14f40a2 100644 --- a/erpnext/docs/user/manual/en/non_profit/Donor/index.md +++ b/erpnext/docs/user/manual/en/non_profit/Donor/index.md @@ -2,6 +2,8 @@ This section contains Donors and Donors Contribution related documents. +A donor in general is a person, organization or government who donates something voluntarily. The term is usually used to represent a form of pure altruism but sometimes used when the payment for a service is recognized by all parties as representing less than the value of the donation and that the motivation is altruistic. In business law, a donor is someone who is giving the gift (law), and a donee the person receiving the gift. + ### Topics {index} diff --git a/erpnext/docs/user/manual/en/non_profit/Donor/index.txt b/erpnext/docs/user/manual/en/non_profit/Donor/index.txt index e69de29bb2d..7f36f92b981 100644 --- a/erpnext/docs/user/manual/en/non_profit/Donor/index.txt +++ b/erpnext/docs/user/manual/en/non_profit/Donor/index.txt @@ -0,0 +1,2 @@ +donor_type +donor \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/non_profit/Grant Application/Grant Application.md b/erpnext/docs/user/manual/en/non_profit/Grant Application/Grant Application.md deleted file mode 100644 index a2ff9fe182b..00000000000 --- a/erpnext/docs/user/manual/en/non_profit/Grant Application/Grant Application.md +++ /dev/null @@ -1,7 +0,0 @@ -#Member - -The Grant Application doctype allows you to record the Grant Applicants details. - -Student - -{next} \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/non_profit/Grant Application/grant_application.md b/erpnext/docs/user/manual/en/non_profit/Grant Application/grant_application.md index 47a06061859..bbbf0f4967d 100644 --- a/erpnext/docs/user/manual/en/non_profit/Grant Application/grant_application.md +++ b/erpnext/docs/user/manual/en/non_profit/Grant Application/grant_application.md @@ -2,6 +2,39 @@ The Grant Application doctype allows you to record the Grant Applicants details. +To Generate Online Grant Application go to: + +> My Account on website > Grant Application from sidebar > Apply for new Grant Application. + + +Online Grant Application + +To Generate Grant Application go to: + +> Non Profit > Grant Application > New. + + Grant Application + +**Email:** Email is a mandatory field. + +**Organization:** Organization is data field contain organizaion name set as name field in erpnext. + + +**Address and Contact Section:** This Section linked to address and contact doctypes. + +**Grant Application Details Section:** This section contains information about grant description and grant purpose. + +**Amount:** Amount field describe requested amount by an applicant. + +**Route:** Route field leave blank it will automatically create route path grant-application/organization_name + +**Assessment Result Section:** In This section when status field selected as received, send Grant Review Email button appear on the top right corner which sends grant URL to Assessment Manager. + +After reviewing grant. Grant Assessment Manager scale application at 0 - 9 point and left a note about a grant. + +**Accounting Section:** This section allowed to set member accounting details such as Account Payable or something. + + {next} \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/non_profit/Grant Application/index.md b/erpnext/docs/user/manual/en/non_profit/Grant Application/index.md index 425e70294e1..a6654409632 100644 --- a/erpnext/docs/user/manual/en/non_profit/Grant Application/index.md +++ b/erpnext/docs/user/manual/en/non_profit/Grant Application/index.md @@ -1,7 +1,14 @@ # Grant Application -Grants are non-repayable funds or products disbursed or gifted by one party (grant makers), often a government department, corporation, foundation or trust, to a recipient, often (but not always) a nonprofit entity, educational institution, business or an individual. In order to receive a grant, some form of "Grant Writing" often referred to as either a proposal or an application is required. -Most grants are made to fund a specific project and require some level of compliance and reporting. The grant writing process involves an applicant submitting a proposal (or submission) to a potential funder, either on the applicant's own initiative or in response to a Request for Proposal from the funder. Other grants can be given to individuals, such as victims of natural disasters or individuals who seek to open a small business. Sometimes grant makers require grant seekers to have some form of tax-exempt status, be a registered nonprofit organization or a local government. +Grant Application is designed to be used by organisations that distribute funds to others, for example grant seeker, etc. + +Grants are non-repayable funds or products disbursed or gifted by one party (grantmakers), often a government department, corporation, foundation or trust, to a recipient, often (but not always) a nonprofit entity, educational institution, business or an individual. In order to receive a grant, some form of "Grant Writing" often referred to as either a proposal or an application is required. + +Most grants are made to fund a specific project and require some level of compliance and reporting. + +The grant writing process involves an applicant submitting a proposal (or submission) to a potential funder, either on the applicant's own initiative or in response to a Request for Proposal from the funder. Other grants can be given to individuals, such as victims of natural disasters or individuals who seek to open a small business. Sometimes grant makers require grant seekers to have some form of tax-exempt status, be a registered nonprofit organization or a local government. + +Grant Application is grant writing process which can be review by assessment manager and then decided by the organization to disburse grant amount to the applicant or not. ### Topics diff --git a/erpnext/docs/user/manual/en/non_profit/Grant Application/index.txt b/erpnext/docs/user/manual/en/non_profit/Grant Application/index.txt index e69de29bb2d..5d997e82a9a 100644 --- a/erpnext/docs/user/manual/en/non_profit/Grant Application/index.txt +++ b/erpnext/docs/user/manual/en/non_profit/Grant Application/index.txt @@ -0,0 +1 @@ +grant_application \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/non_profit/Membership/index.md b/erpnext/docs/user/manual/en/non_profit/Membership/index.md index f9a9392be7f..1241451acb8 100644 --- a/erpnext/docs/user/manual/en/non_profit/Membership/index.md +++ b/erpnext/docs/user/manual/en/non_profit/Membership/index.md @@ -2,6 +2,8 @@ This section contains Member and Membership related documents. +How to set up one or more membership types that you can use to manage your organization's members. It also explains the concept of membership statuses and how your organisation can use them to define a membership life-cycle. + ### Topics {index} \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/non_profit/Membership/index.txt b/erpnext/docs/user/manual/en/non_profit/Membership/index.txt index e69de29bb2d..f1d9bf364ca 100644 --- a/erpnext/docs/user/manual/en/non_profit/Membership/index.txt +++ b/erpnext/docs/user/manual/en/non_profit/Membership/index.txt @@ -0,0 +1,3 @@ +membership_type +member +membership \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/non_profit/Membership/member.md b/erpnext/docs/user/manual/en/non_profit/Membership/member.md index c52e9f64c19..03753bae210 100644 --- a/erpnext/docs/user/manual/en/non_profit/Membership/member.md +++ b/erpnext/docs/user/manual/en/non_profit/Membership/member.md @@ -2,6 +2,22 @@ The Member doctype allows you to record the Member details for a **Membership**. +Members are simply contacts in your ERPNext database with one or more memberships. The contact may be an individual, a household, an organisation, or some other contact sub-type, but it is always a contact to which a membership is applied. + +To create new Member go to: + +> Non Profit > Member > New + Student +**Email:** Email field is the id of Member doctype. + +**Membership Type:** Membership Type is link field to Membership Type Doctype. Member can select Available Doctype. + +**Expires On:** This Field fetch membership end date details from membership doctype. + +**Address and Contact Section:** This Section linked to address and contact doctypes. + +**Accounting Section:** This section allowed to set member accounting details such as Account Receivable. + {next} \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/non_profit/Membership/membership.md b/erpnext/docs/user/manual/en/non_profit/Membership/membership.md index dadcb0ab88c..f101b86fada 100644 --- a/erpnext/docs/user/manual/en/non_profit/Membership/membership.md +++ b/erpnext/docs/user/manual/en/non_profit/Membership/membership.md @@ -2,6 +2,22 @@ The Membership doctype allows you to record membership details for the **Member**. -Student +Membership is a term which refers to any organization that allows people to subscribe, and often requires them to pay a membership fee or "subscription". + + +To create new Membership go to: + +> Non Profit > Membership > New + +Membership + +**Member:** Member is a link field fetch member details from Member doctype. + +**Membership Status:** Membership Status is a select field which contains New, Current, Expired, Pending and Cancelled. + +**Membership Date Details section:** This section contain information related to Membership start date, end date and member since date. + +**Payment Details:** This section contains payment related details. If the person paid for membership checkbox paid is marked as checked else unmarked. +Amount fetch based on membership type. {next} \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/non_profit/Membership/membership_type.md b/erpnext/docs/user/manual/en/non_profit/Membership/membership_type.md index d8f27625352..eb7a09eec57 100644 --- a/erpnext/docs/user/manual/en/non_profit/Membership/membership_type.md +++ b/erpnext/docs/user/manual/en/non_profit/Membership/membership_type.md @@ -1,7 +1,18 @@ #Membership Type -The Membership Type doctype allows you to Create different membership for the Member. +Membership Types are a basic building block for membership management. Typically an organization will set up a membership type for each of the different memberships that they offer. For the simplest membership structures, one membership type may be enough. For more complex membership structures, more membership types may be required. For example, an organisation may define three membership types for 'regular', 'student', and 'honorary' members. Or an organization may choose to use membership types as subcriptions to their different publications, either free or paying ones. + +In this chapter we will cover the most common set-up for membership types. + +To create new Membership Type go to: + +> Non Profit > Membership Type > New + Student +**Membership Type:** The Membership Type is displayed throughout the system, on both public and backend pages so spend some time thinking about a membership type name that is appropriate to both audiences. It can be changed at a later date + +**Amount:** If your memberships are free you should enter 0 (zero) in this field. Otherwise you should enter the amount that must be paid for this membership type. + {next} \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/non_profit/Volunteer/index.md b/erpnext/docs/user/manual/en/non_profit/Volunteer/index.md index 88ec43bda17..77a828966e3 100644 --- a/erpnext/docs/user/manual/en/non_profit/Volunteer/index.md +++ b/erpnext/docs/user/manual/en/non_profit/Volunteer/index.md @@ -2,6 +2,8 @@ This section contains Volunteer and Volunteer Type related documents. +Volunteer is the practice of people working on behalf of others without being motivated by financial or material gain. + ### Topics {index} diff --git a/erpnext/docs/user/manual/en/non_profit/Volunteer/index.txt b/erpnext/docs/user/manual/en/non_profit/Volunteer/index.txt index e69de29bb2d..3d93d0698e0 100644 --- a/erpnext/docs/user/manual/en/non_profit/Volunteer/index.txt +++ b/erpnext/docs/user/manual/en/non_profit/Volunteer/index.txt @@ -0,0 +1,2 @@ +volunteer_type +volunteer \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/non_profit/Volunteer/volunteer.md b/erpnext/docs/user/manual/en/non_profit/Volunteer/volunteer.md index 4a92202db1b..995cdf5805d 100644 --- a/erpnext/docs/user/manual/en/non_profit/Volunteer/volunteer.md +++ b/erpnext/docs/user/manual/en/non_profit/Volunteer/volunteer.md @@ -2,6 +2,25 @@ The Volunteer doctype allows you to record the Volunter details. -Student +Volunteer are simply contacts in your ERPNext database with one or more volunteering program. The contact may be an individual, a household, an organisation, or some other contact sub-type + +To create new Volunteer go to: + +> Non Profit > Volunteer > New + +Volunteer + +**Email:** Email field is the id of Member doctype. + +**Volunteer Type:** Volunteer Type is link field to Volunteer Type Doctype. Volunteer can select available Doctype. + +**Address and Contact Section:** This Section linked to address and contact doctypes. + +**Accounting Section:** This section allowed to set member accounting details such as Account Receivable. + +**Volunteer Availability Section:** This section is child table which contains select field about volunteer availability. a volunteer can select availability such as weekly, morning etc + +**Volunteer Skills Section:** This section is child table which contains data field about the volunteer skills. a volunteer can add multiple skill for eg. Desk Job, +Hospitality, Food management, computer operator etc. {next} \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/non_profit/Volunteer/volunteer_type.md b/erpnext/docs/user/manual/en/non_profit/Volunteer/volunteer_type.md index d8f27625352..95b4c81d2f0 100644 --- a/erpnext/docs/user/manual/en/non_profit/Volunteer/volunteer_type.md +++ b/erpnext/docs/user/manual/en/non_profit/Volunteer/volunteer_type.md @@ -1,7 +1,18 @@ -#Membership Type +#Volunteer Type -The Membership Type doctype allows you to Create different membership for the Member. +Volunteer Types are a basic building block for Volunteering management. Typically an organization will set up a volunteer type for each of the different donation that they offer. For example, an organisation may define three volunteer types for 'regular', 'Student', and 'Member' donor. -Student +In this chapter we will cover the most common set-up for volunteer types. + +To create new volunteer Type go to: + +> Non Profit > Volunteer Type > New + +Volunteer + + +**Volunteer Type:** The Volunteer Type is displayed throughout the system, on both public and backend pages so spend some time thinking about a membership type name that is appropriate to both audiences. It can be changed at a later date + +**Amount:** If your Volunteering are free you should enter 0 (zero) in this field. Otherwise you should enter the amount that must be paid to the volunteer. {next} \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/non_profit/index.md b/erpnext/docs/user/manual/en/non_profit/index.md index 13aaf036231..72074d3a6b7 100644 --- a/erpnext/docs/user/manual/en/non_profit/index.md +++ b/erpnext/docs/user/manual/en/non_profit/index.md @@ -2,11 +2,15 @@ The Non Profit Modules in ERPNext is designed to meet requirements of NGO and Non Profit Organization. This is a centralized system, which maintains and updates all the activities related to an Organization. + This will track all activity related to Memberships, Chapters, Volunteer Management, -Donor Management, Pledge, Case Management, Meetings, Survey, Fundraiser and Event and Grant etc +Donor Management, Event and Grant etc +### Desk Page +Non Profit Domain +### Non Profit Domain Non Profit {index} \ No newline at end of file diff --git a/erpnext/docs/user/manual/en/non_profit/index.txt b/erpnext/docs/user/manual/en/non_profit/index.txt index 5ca0eb1319b..9f5e13a666e 100644 --- a/erpnext/docs/user/manual/en/non_profit/index.txt +++ b/erpnext/docs/user/manual/en/non_profit/index.txt @@ -1,11 +1,5 @@ -Member Membership -Membership Type Chapter -Chapter Member -Chapter Message Volunteer -Volunteer Type Donor -Donor Type Grant Application \ No newline at end of file