erpnext/docs/docs.user.md

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User Guide

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. Installation
      1. Pre-requisites for Red Hat Systems
      2. Pre-requisites for Debain Systems
   4. Getting Help
2. Implementation
   1. Before you Start
   2. Implementation Strategy
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