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4
foundation/www/docs/user/manual/en/CRM/contact.md
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@@ -19,12 +19,12 @@ To create a new Contact go to,
> CRM > Contact > New
<img class="screenshot" alt="Contact" src="/docs/assets/img/crm/contact.png">
<img class="screenshot" alt="Contact" src="{{docs_base_url}}/assets/img/crm/contact.png">
Or you can add a Contact or Address directly from the Customer record, click on “New
Contact” or “New Address”.
<img class="screenshot" alt="Contact" src="/docs/assets/img/crm/contact-from-cust.png">
<img class="screenshot" alt="Contact" src="{{docs_base_url}}/assets/img/crm/contact-from-cust.png">
> Tip: When you select a Customer in any transaction, one Contact and Address
gets pre-selected. This is the “Default Contact or Address”.

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foundation/www/docs/user/manual/en/CRM/crm_reports.md
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@@ -6,7 +6,7 @@ CRM module's reports helps users to get the information about the prospects. Usi
###Lead Details
It has data about the leads and their contact and address details.
<img alt="Lead Details" class="screenshot"
src="/docs/assets/img/crm/report/lead.png">
src="{{docs_base_url}}/assets/img/crm/report/lead.png">
###Sales Funnel
By using the sales funnel report, and by quantifying the number of prospects at each stage of the process, you can get an idea of your potential customers.
@@ -16,28 +16,28 @@ More than this, by looking at the way these numbers change over time, you can id
For example, if you notice that very few communications with the prospects has taken place in a month which might indicate a decrease in the sales. From the next month, organization should make sure that more communications has to take place with the prospects.
<img alt="Lead Details" class="screenshot"
src="/docs/assets/img/crm/report/sales_funnel.png">
src="{{docs_base_url}}/assets/img/crm/report/sales_funnel.png">
###Prospects Engaged But Not Converted
Using this report, user gets the information about the leads who has shown interest in the business with you but due to some reason they were not converted into the customers.
<img alt="Lead Details" class="screenshot"
src="/docs/assets/img/crm/report/prospects_engaged_but_not_converted.png">
src="{{docs_base_url}}/assets/img/crm/report/prospects_engaged_but_not_converted.png">
###Minutes to First Response for Opportunity
Immediacy is so important – and so valued
In this internet area, we all expect a quicker response time to any of our query. This report gives you the information about the first response time given to an opportunities or issues. Using this report, the organization can improve their first response time to the prospects which can help to the better sales in the future.
<img alt="Lead Details" class="screenshot"
src="/docs/assets/img/crm/report/minutes_to_first_response.png">
src="{{docs_base_url}}/assets/img/crm/report/minutes_to_first_response.png">
###Customer Addresses And Contacts
It has data about the customers and their contact and address details.
<img alt="Lead Details" class="screenshot"
src="/docs/assets/img/crm/report/customer_address_and_contact.png">
src="{{docs_base_url}}/assets/img/crm/report/customer_address_and_contact.png">
###Inactive Customers
This report shows the list of customers who has not purchased since long time.
<img alt="Lead Details" class="screenshot"
src="/docs/assets/img/crm/report/inactive_customers.png">
src="{{docs_base_url}}/assets/img/crm/report/inactive_customers.png">

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foundation/www/docs/user/manual/en/CRM/customer.md
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@@ -12,13 +12,13 @@ You can either directly create your Customers via
> Selling > Customer
<img class="screenshot" alt="Create Customer" src="/docs/assets/img/crm/create-customer.gif">
<img class="screenshot" alt="Create Customer" src="{{docs_base_url}}/assets/img/crm/create-customer.gif">
or upload it via the [Data Import Tool](/docs/user/manual/en/setting-up/data/data-import-tool.html).
A Customer can avail the features (operations) in the selling process. The general flow can be summarised as:
<img class="screenshot" alt="Customer" src="/docs/assets/img/crm/customer-to selling-flowchart.jpeg">
<img class="screenshot" alt="Customer" src="{{docs_base_url}}/assets/img/crm/customer-to selling-flowchart.jpeg">
> Note: Customers are separate from Contacts and Addresses. A Customer can
have multiple Contacts and Addresses.

4
foundation/www/docs/user/manual/en/CRM/lead.md
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@@ -27,7 +27,7 @@ To create a Lead, go to:
> CRM > Lead > New Lead
<img class="screenshot" alt="Lead" src="/docs/assets/img/crm/lead.png">
<img class="screenshot" alt="Lead" src="{{docs_base_url}}/assets/img/crm/lead.png">
ERPNext gives you a lot of options you may want to store about your Leads. For
example what is the source, how likely are they to give you business etc. If
@@ -52,7 +52,7 @@ dropdown. Once the Customer is created, the Lead becomes “Converted” and any
further Opportunities from the same source can be created against this
Customer.
<img class="screenshot" alt="Create Customer" src="/docs/assets/img/crm/lead-to-customer.gif">
<img class="screenshot" alt="Create Customer" src="{{docs_base_url}}/assets/img/crm/lead-to-customer.gif">
---

4
foundation/www/docs/user/manual/en/CRM/newsletter.md
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@@ -15,8 +15,8 @@ see how it looks to the recepient, you can use the test function. Save the
document before testing. A test email will be sent to your Email Address. You can
send the email to all the intended receipients by clicking on the send button.
<img class="screenshot" alt="Newsletter - New" src="/docs/assets/img/crm/newsletter-new.png">
<img class="screenshot" alt="Newsletter - New" src="{{docs_base_url}}/assets/img/crm/newsletter-new.png">
<img class="screenshot" alt="Newsletter - Test" src="/docs/assets/img/crm/newsletter-test.png">
<img class="screenshot" alt="Newsletter - Test" src="{{docs_base_url}}/assets/img/crm/newsletter-test.png">
{next}

8
foundation/www/docs/user/manual/en/CRM/opportunity.md
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@@ -10,17 +10,17 @@ You can create an Opportunity from:
#### Figure 1: Create Opportunity
<img class="screenshot" alt="Opportunity" src="/docs/assets/img/crm/new-opportunity.gif">
<img class="screenshot" alt="Opportunity" src="{{docs_base_url}}/assets/img/crm/new-opportunity.gif">
You can also go to an “Open” Lead and select “Opportunity” from the **Make** dropdown.
#### Figure 2: Create Opportunity from an open Lead
<img class="screenshot" alt="Opportunity" src="/docs/assets/img/crm/lead-to-opportunity.png">
<img class="screenshot" alt="Opportunity" src="{{docs_base_url}}/assets/img/crm/lead-to-opportunity.png">
#### Figure 3: Create Opportunity for Customer to Collect their Requirement
<img class="screenshot" alt="Opportunity" src="/docs/assets/img/crm/requirement-gathering.png">
<img class="screenshot" alt="Opportunity" src="{{docs_base_url}}/assets/img/crm/requirement-gathering.png">
An Opportunity can also come from an existing Customer. You can create
multiple Opportunities against the same Lead. In Opportunity, apart from the
@@ -30,7 +30,7 @@ looking for.
#### Make Supplier Quotation
In some businesses, users collect the rates from their supplier against the customer requirement and based on the supplier rates they prepare the quotation for the customer. With ERPNext, you can make a supplier quotation from the opportunity itself.
<img class="screenshot" alt="Opportunity" src="/docs/assets/img/crm/make-sq-from-opportunity.png">
<img class="screenshot" alt="Opportunity" src="{{docs_base_url}}/assets/img/crm/make-sq-from-opportunity.png">
> Best Practice: Leads and Opportunities are often referred as your “Sales
Pipeline” this is what you need to track if you want to be able to predict how

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foundation/www/docs/user/manual/en/CRM/setup/campaign.md
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@@ -5,7 +5,7 @@ A Campaign is a full-scale implementation of a sales strategy to promote a
product or a service. This is done in a market segment of a particular
geographical area, to achieve specified objectives.
<img class="screenshot" alt="Campaign" src="/docs/assets/img/crm/campaign.png">
<img class="screenshot" alt="Campaign" src="{{docs_base_url}}/assets/img/crm/campaign.png">
You can track [Lead](/docs/user/manual/en/CRM/lead.html), [Opportunity](/docs/user/manual/en/CRM/opportunity.html), [Quotation](/docs/user/manual/en/selling/quotation.html) against a campaign.
@@ -13,11 +13,11 @@ You can track [Lead](/docs/user/manual/en/CRM/lead.html), [Opportunity](/docs/us
* To track a 'Lead' against a campaign select 'View Leads'.
<img class="screenshot" alt="Campaign - View Leads" src="/docs/assets/img/crm/campaign-view-leads.png">
<img class="screenshot" alt="Campaign - View Leads" src="{{docs_base_url}}/assets/img/crm/campaign-view-leads.png">
* You shall get a filtered list of all leads made against that campaign.
* You can also create new leads by clicking 'New'
<img class="screenshot" alt="Campaign - New Lead" src="/docs/assets/img/crm/campaign-new-lead.png">
<img class="screenshot" alt="Campaign - New Lead" src="{{docs_base_url}}/assets/img/crm/campaign-new-lead.png">
{next}

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foundation/www/docs/user/manual/en/CRM/setup/customer-group.md
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@@ -6,12 +6,12 @@ You can also get trend analysis for each
group. Typically Customers are grouped by market segment (that is usually
based on your domain).
<img class="screenshot" alt="Customer Group Tree" src="/docs/assets/img/crm/customer-group-tree.png">
<img class="screenshot" alt="Customer Group Tree" src="{{docs_base_url}}/assets/img/crm/customer-group-tree.png">
> Tip: If you think all this is too much effort, you can leave it at “Default
Customer Group”. But all this effort, will pay off when you start getting
reports. An example of a sample report is given below:
<img class="screenshot" alt="Customer Group report" src="/docs/assets/img/crm/sales-analytics-customer.gif">
<img class="screenshot" alt="Customer Group report" src="{{docs_base_url}}/assets/img/crm/sales-analytics-customer.gif">
{next}

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foundation/www/docs/user/manual/en/CRM/setup/sales-person.md
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@@ -6,7 +6,7 @@ chart of Sales Persons where each Sales Person’s target can be set
individually. Again as in Territory, the target has to be set against Item
Group.
<img class="screenshot" alt="Sales Person Tree" src="/docs/assets/img/crm/sales-person-tree.png">
<img class="screenshot" alt="Sales Person Tree" src="{{docs_base_url}}/assets/img/crm/sales-person-tree.png">
####Sales Person in Transactions

8
foundation/www/docs/user/manual/en/accounts/accounting-reports.md
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@@ -10,7 +10,7 @@ and between a period. This will help you to get a full update for all entries
done in that period for that Account.
<img alt="General Ledger" class="screenshot"
src="/docs/assets/img/accounts/general-ledger.png">
src="{{docs_base_url}}/assets/img/accounts/general-ledger.png">
### Trial Balance
@@ -23,7 +23,7 @@ the:
* Credits
* Closing
<img alt="Trial Balance" class="screenshot" src="/docs/assets/img/accounts/trial-balance.png">
<img alt="Trial Balance" class="screenshot" src="{{docs_base_url}}/assets/img/accounts/trial-balance.png">
The sum of all closing balances in a Trial Balance must be zero.
@@ -33,7 +33,7 @@ These reports help you to track the outstanding invoices sent to Customer and
Suppliers. In this report, you will get your outstanding amounts period wise.
i.e. between 0-30 days, 30-60 days and so on.
<img alt="Accounts Receivable" class="screenshot" src="/docs/assets/img/accounts/accounts-receivable.png">
<img alt="Accounts Receivable" class="screenshot" src="{{docs_base_url}}/assets/img/accounts/accounts-receivable.png">
### Sales and Purchase Register
@@ -41,6 +41,6 @@ In this report, each tax Account is transposed in columns. For each Invoice and
invoice Item, you will get the amount of individual tax that has been paid,
based on the Taxes and Charges table.
<img alt="Sales Register" class="screenshot" src="/docs/assets/img/accounts/sales-register.png">
<img alt="Sales Register" class="screenshot" src="{{docs_base_url}}/assets/img/accounts/sales-register.png">
{next}

6
foundation/www/docs/user/manual/en/accounts/advance-payment-entry.md
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@@ -25,7 +25,7 @@ the row "Is Advance" click 'Yes'.
#### Figure 1 : Journal Entry -Advance Entry
<img class="screenshot" alt="Advace Payment" src="/docs/assets/img/accounts/advance-payment-1.png">
<img class="screenshot" alt="Advace Payment" src="{{docs_base_url}}/assets/img/accounts/advance-payment-1.png">
### Double Entry Accounting
@@ -42,7 +42,7 @@ will be credited because it has given value.
#### Figure 2: Transaction and Difference Entry
<img class="screenshot" alt="Advace Payment" src="/docs/assets/img/accounts/advance-payment-2.png">
<img class="screenshot" alt="Advace Payment" src="{{docs_base_url}}/assets/img/accounts/advance-payment-2.png">
Save and submit the Journal Entry. If this document is not saved it will not be pulled in
other accounting documents.
@@ -56,7 +56,7 @@ advance in the advances table. The accounting will be adjusted accordingly.
#### Figure 3: Receive Advance
<img class="screenshot" alt="Advace Payment" src="/docs/assets/img/accounts/advance-payment-3.png">
<img class="screenshot" alt="Advace Payment" src="{{docs_base_url}}/assets/img/accounts/advance-payment-3.png">
Save and submit the Sales Invoice.

4
foundation/www/docs/user/manual/en/accounts/articles/adjust-withhold-amount-payment-entry.md
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@@ -23,7 +23,7 @@ To create Payment Entry, go to unpaid Sales Invoice and create click on Make Pay
Enter Payment Amount as 19,600.
<img alt="Sales Invoice Payment Amount" class="screenshot" src="/docs/assets/img/articles/withhold-1.png">
<img alt="Sales Invoice Payment Amount" class="screenshot" src="{{docs_base_url}}/assets/img/articles/withhold-1.png">
#####Step 2.2: Allocate Against Sales Invoice
@@ -33,6 +33,6 @@ Against Sales Invoice, allocate 20,000 (explained in GIF below).
You can notice that there is a difference of 400 in the Payment Amount and the Amount Allocated against Sales Invoice. You can book this difference account under Withhold Account.
<img alt="Deduction/Loss Account" class="screenshot" src="/docs/assets/img/articles/withhold-2.gif">
<img alt="Deduction/Loss Account" class="screenshot" src="{{docs_base_url}}/assets/img/articles/withhold-2.gif">
Following same steps, you can also manage difference availed due to Currency Exchange Gain/Loss.

8
foundation/www/docs/user/manual/en/accounts/articles/changing-parent-account.md
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@@ -15,22 +15,22 @@ Click on Account for which Parent Account is to be changed.
####2. Edit Account
<img alt="Project Default Cost Center" class="screenshot" src="/docs/assets/img/articles/change-parent-1.png">
<img alt="Project Default Cost Center" class="screenshot" src="{{docs_base_url}}/assets/img/articles/change-parent-1.png">
####3. Change Parent Account
Search and select preferred Parent Account and save.
<img alt="Project Default Cost Center" class="screenshot" src="/docs/assets/img/articles/change-parent-2.png">
<img alt="Project Default Cost Center" class="screenshot" src="{{docs_base_url}}/assets/img/articles/change-parent-2.png">
Refresh system from Help menu to experience the change.
<img alt="Project Default Cost Center" class="screenshot" src="/docs/assets/img/articles/change-parent-3.png">
<img alt="Project Default Cost Center" class="screenshot" src="{{docs_base_url}}/assets/img/articles/change-parent-3.png">
<div class="well"> Note: Parent cannot be customized for the Root Accounts, like Asset, Liability, Income, Expense, Equity.</div>
#### Quick Help
<img alt="Project Default Cost Center" class="screenshot" src="/docs/assets/img/articles/change-parent-account-1.gif">
<img alt="Project Default Cost Center" class="screenshot" src="{{docs_base_url}}/assets/img/articles/change-parent-account-1.gif">
<!-- markdown -->

2
foundation/www/docs/user/manual/en/accounts/articles/common-receivable-account.md
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@@ -3,7 +3,7 @@
As per the party model, a common receivable account called **Debtor** is auto-created. This is a default Receivable Account for all the Customers.
<img alt="Role Desk Permission" class="screenshot" src="/docs/assets/img/articles/common-receivable.png">
<img alt="Role Desk Permission" class="screenshot" src="{{docs_base_url}}/assets/img/articles/common-receivable.png">
If needed, you can also create a new receivable account and update in the Customer master.

4
foundation/www/docs/user/manual/en/accounts/articles/difference-entry-button.md
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@@ -3,13 +3,13 @@
As per accounting standards, debit in a accounting entry must be equal to credit. If not, system does allow submission of accounting transaction, thereby stops ledger posting. In ERPNext, on saving accounting entry, system validates if debit and credit is tallying.
<img alt="Debit Credit Not Equal" class="screenshot" src="/docs/assets/img/articles/difference-entry-1.png">
<img alt="Debit Credit Not Equal" class="screenshot" src="{{docs_base_url}}/assets/img/articles/difference-entry-1.png">
To have entry balanced, you should one more row, select another account, and update different amount in it. Or you can add difference amount in one of the Account's row itself.
On clicking 'Make Difference Entry' button, new Row will be added under Journal Entry Accounts table, with difference amount. You can edit that row to select appropriate Account.
<img alt="Debit Credit Not Equal" class="screenshot" src="/docs/assets/img/articles/difference-entry-2.gif">
<img alt="Debit Credit Not Equal" class="screenshot" src="{{docs_base_url}}/assets/img/articles/difference-entry-2.gif">
On selecting account under new row, debit and credit an entry will be tallying, and you should be able to submit Journal Entri correctly.

4
foundation/www/docs/user/manual/en/accounts/articles/fiscal-year-error.md
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@@ -19,13 +19,13 @@ Click [here](/docs/user/manual/en/accounts/setup/fiscal-year.html) to learn more
After Fiscal Year is saved, you will find option to set that Fiscal year as Default.
<img alt="Debit Credit Not Equal" class="screenshot" src="/docs/assets/img/articles/fiscal-year-error-1.png">
<img alt="Debit Credit Not Equal" class="screenshot" src="{{docs_base_url}}/assets/img/articles/fiscal-year-error-1.png">
Default Fiscal Year will be updated in the Global Default setting as well. You can manually update Default Fiscal Year from:
`Setup > Settings > Global Default`
<img alt="Debit Credit Not Equal" class="screenshot" src="/docs/assets/img/articles/fiscal-year-error-2.png">
<img alt="Debit Credit Not Equal" class="screenshot" src="{{docs_base_url}}/assets/img/articles/fiscal-year-error-2.png">
Save Global Default, and Reload your ERPNext account. Then, default Fiscal Year will be auto-updated in your transactions.

4
foundation/www/docs/user/manual/en/accounts/articles/freeze-account.md
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@@ -7,8 +7,8 @@ Once an Account is Frozen, you won't be able to use it any accounting transactio
To freeze an Account, go to Chart of Accounts, and edit an Account.
<img class="screenshot" alt="Download Backup" src="/docs/assets/img/articles/freeze-account-1.png">
<img class="screenshot" alt="Download Backup" src="{{docs_base_url}}/assets/img/articles/freeze-account-1.png">
If User has Role define in the  Account Setting assigned, then he/she will be able to set an Account as Frozen.
<img class="screenshot" alt="Download Backup" src="/docs/assets/img/articles/freeze-account-2.png">
<img class="screenshot" alt="Download Backup" src="{{docs_base_url}}/assets/img/articles/freeze-account-2.png">

6
foundation/www/docs/user/manual/en/accounts/articles/freeze-accounting-entries.md
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@@ -11,12 +11,12 @@ To freeze accounting entries upto a certain date, follow below given steps.
Set date in the **Accounts Frozen Upto** field.
<img alt="Accounts Frozen Date" class="screenshot" src="/docs/assets/img/articles/frozen-date-1.png">
<img alt="Accounts Frozen Date" class="screenshot" src="{{docs_base_url}}/assets/img/articles/frozen-date-1.png">
Now, the system will not allow to make any accounting entries before set date. If at all someone tries creating entries, system will show error message as below.
<img alt="Frozen Date Error" class="screenshot" src="/docs/assets/img/articles/frozen-date-2.png">
<img alt="Frozen Date Error" class="screenshot" src="{{docs_base_url}}/assets/img/articles/frozen-date-2.png">
You can still allow user with certain role to create/edit entries within accounts frozen date. You can set that Role in the Account Settings itself.
<img alt="Frozen Date Error" class="screenshot" src="/docs/assets/img/articles/frozen-date-3.png">
<img alt="Frozen Date Error" class="screenshot" src="{{docs_base_url}}/assets/img/articles/frozen-date-3.png">

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foundation/www/docs/user/manual/en/accounts/articles/how-to-customise-cash-flow-report.md Normal file
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@@ -0,0 +1,157 @@
<!-- add-breadcrumbs -->
# How To Customise Cash Flow Report
As your chart of accounts begins to get more complex and reporting standards change and evolve, the default cash flow
report might no longer suffice. This is because ERPNext might not be able to accurately guess the classification and
purpose of all accounts in the charts of accounts. Another gripe you might have is the inability to adjust the report
format to fit your needs.
This will no longer be a problem because ERPNext now allows users to customise the cash flow report.
## Technical Overview
Customisation is made possible by the introduction of two new doctypes - Cash Flow Mapper and Cash Flow Mapping. Both
doctypes contain the information required to generate a cash flow report.
Cash Flow Mapping shows how accounts in your charts of accounts map to a line item in your cash flow report while
Cash Flow Mapper gets all the Cash Flow Mappings that relate to the three sections of a cash flow statement.
With this, you generate detailed cash flow reports to your requirements. This might not make a lot of sense but it will
after we go through an example.
## Example
### Background information
Let's assume we have a fictitious company for which we want to generate a cash flow report.
This is what the cash flow report looks like at the moment:
<img alt="Default cash flow report" class="screenshot" src="{{docs_base_url}}/assets/img/articles/default-cash-flow-report.png">
We don't like the report for the following reasons:
- The reporting format is too scant.
- The 'Net Cash From Operations' figure is wrong
### Customisation Process
We wants the Cash Flow Report to look something similar to the format in the images below:
<img alt="cash flow format 1" class="screenshot" src="{{docs_base_url}}/assets/img/articles/format-1.png">
<img alt="cash flow format 1" class="screenshot" src="{{docs_base_url}}/assets/img/articles/format-2.png">
#### Activate Customised Cash Flow Report
Do this in Accounts Settings by checking the 'Use Custom Cash Flow Format' checkbox. This will cause ERPNext to only
use your custom format for cash flow reports.
After doing that, your cash flow report should look like this:
<img alt="custom cash flow statement" class="screenshot" src="{{docs_base_url}}/assets/img/articles/no-mappers.png">
Move to the next section to build the report.
#### Create Cash Flow Mappings
For each line, we need to create a Cash Flow Mapping document to represent it.
<img alt="new cash flow mapping form" class="screenshot" src="{{docs_base_url}}/assets/img/articles/new-cash-flow-mapping.png">
You can think of the Cash Flow Mapping as a representation of each line in the cash flow report. A Cash Flow Mapping
is a child of a Cash Flow Mapper which will be explained later.
Let's start by creating Cash Flow Mappings that will represent the add back of non cash expenses already recodgnised in
the Profit or Loss statement. We want them to appear on the cash statement as:
- Income taxes recognised in profit or loss
- Finance costs recognised in profit or loss
- Depreciation of non-current assets
Start by opening a new Cash Flow Mapping form.
The fields in the Cash Flow Mapping doctype are:
- **Name**: This something to identify this document. Name it something related to the label
- **Label**: This is what will show in the cash flow statement
- **Accounts**: This table contains all the accounts which this line relates to.
With this information, let's go ahead and create the Cash Flow Mapping Document for the line 'Income taxes recognised in profit or loss'
<img alt="custom cash flow statement" class="screenshot" src="{{docs_base_url}}/assets/img/articles/cash-flow-mapping-1.png">
I have named it 'Income Tax Charge' and given it a label 'Income taxes recognised in profit or loss'. We want this
line to reflect income tax charges from our profit or loss statement. The account where this happens in our chart
of account is named 'Income Taxes' (an expense) so I have added 'Income Taxes' into the accounts table. If you have
more accounts representing income tax expenses, you should add all of them here.
Because Income Tax expense needs to be adjusted further in the cash flow statement, check the 'Is Income Tax Expense'
checkbox. This is what will help ERPNext properly calculate the adjustments to be made.
*For best results, let parent accounts have child accounts that have the same treatment for cash flow reporting
purposes because ERPNext will calculate net change of all children accounts in a situation where the selected account
is a parent account.*
In the same way, I have created for the remaining two mappings.
<img alt="custom cash flow statement" class="screenshot" src="{{docs_base_url}}/assets/img/articles/cash-flow-mapping-2.png">
Finance costs also need to be adjusted so make sure to check the 'Is Finance Cost' checkbox.
<img alt="custom cash flow statement" class="screenshot" src="{{docs_base_url}}/assets/img/articles/cash-flow-mapping-3.png">
Next let's add Cash Flow Mapping for items that show changes in working capital:
- Increase/(decrease) in other liabilities
- (Increase)/decrease in trade and other receivables
- Increase/(decrease) in trade and other payables
- VAT payable
- (Increase)/decrease in inventory
<img alt="custom cash flow statement" class="screenshot" src="{{docs_base_url}}/assets/img/articles/cash-flow-mapping-4.png">
<img alt="custom cash flow statement" class="screenshot" src="{{docs_base_url}}/assets/img/articles/cash-flow-mapping-5.png">
<img alt="custom cash flow statement" class="screenshot" src="{{docs_base_url}}/assets/img/articles/cash-flow-mapping-6.png">
<img alt="custom cash flow statement" class="screenshot" src="{{docs_base_url}}/assets/img/articles/cash-flow-mapping-7.png">
<img alt="custom cash flow statement" class="screenshot" src="{{docs_base_url}}/assets/img/articles/cash-flow-mapping-8.png">
Don't forget to tell ERPNext that these mappings represent changes in working capital by checking the 'Is Working
Capital' checkbox.
At this point we have created all the mappings necessary for the Operating Activities section of our cash flow
statement. However, ERPNext doesn't know that yet until we create Cash Flow Mapper documents. We'll create Cash Flow
Mapper documents next.
#### Create Cash Flow Mappers
Cash Flow Mappers represents the sections of the cash flow statement. A standard cash flow statement has only three
sections so when you view the Cash Flow Mapper list, you will that three have been created for you named:
- Operating Activities
- Financing Activities
- Investing Activities
You will not be able to add or remove any of them but they are editable and can be renamed.
<img alt="cash flow mapper list" class="screenshot" src="{{docs_base_url}}/assets/img/articles/cash-flow-mapper-2.png">
Open the Operating Activities Cash Flow Mapper so we can add the Cash Flow Mappings we have created.
- **Section Name**: This is the heading of the section.
- **Section Leader**: This is the first sub-header immediately after the profit figure. Relates only to Operating
Activities Cash Flow Mapper
- **Section Subtotal**: This is the label for subtotal in the cash flow statement section. Relates only to Operating
Activities Cash Flow Mapper
- **Section Footer**: This is the label for the total in the cash flow statement section.
- **Mapping**: This table contains all the Cash Flow Mappings related to the Cash Flow Mapper.
Now add all the Cash Flow Mappings you have created and Save. You should have something like this:
<img alt="cash flow mapper for operating activities" class="screenshot" src="{{docs_base_url}}/assets/img/articles/cash-flow-mapper-4.png">
Refresh the cash flow statement and view the changes.
<img alt="updated cash flow report" class="screenshot" src="{{docs_base_url}}/assets/img/articles/cash-flow-mapper-3.png">
Looks close to our requirements but we are not done yet. Create new mappings for 'Investing Activities' and 'Financing
Activities' sections of the cash flow statement.
<img alt="cash flow mapping" class="screenshot" src="{{docs_base_url}}/assets/img/articles/cash-flow-mapping-9.png">
<img alt="cash flow mapping" class="screenshot" src="{{docs_base_url}}/assets/img/articles/cash-flow-mapping-10.png">
<img alt="cash flow mapper for operating activities" class="screenshot" src="{{docs_base_url}}/assets/img/articles/cash-flow-mapper-5.png">
<img alt="cash flow mapper for operating activities" class="screenshot" src="{{docs_base_url}}/assets/img/articles/cash-flow-mapper-6.png">
Here's what our cash flow statement now looks like:
<img alt="final cash flow statement" class="screenshot" src="{{docs_base_url}}/assets/img/articles/final-cash-flow.png">

4
foundation/www/docs/user/manual/en/accounts/articles/how-to-freeze-accounting-ledger.md
View File

@@ -13,7 +13,7 @@ To edit an Account, go to Chart of Accounts:
`Explore > Accounts > Chart of Accounts`
<img class="screenshot" alt="Freeze Account" src="/docs/assets/img/articles/freeze-account-1.png">
<img class="screenshot" alt="Freeze Account" src="{{docs_base_url}}/assets/img/articles/freeze-account-1.png">
Click on Account in which Frozen Date is to be updated.
@@ -21,7 +21,7 @@ Click on Account in which Frozen Date is to be updated.
In the Account form, you will find a field called **Frozen**. Set value in this field as 'Yes'
<img class="screenshot" alt="Freeze Account" src="/docs/assets/img/articles/freeze-account-2.png">
<img class="screenshot" alt="Freeze Account" src="{{docs_base_url}}/assets/img/articles/freeze-account-2.png">
####Step 3: Save

4
foundation/www/docs/user/manual/en/accounts/articles/manage-foreign-exchange-difference.md
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@@ -7,7 +7,7 @@ In ERPNext, you can create transactions in the foriegn currency as well. When cr
To mange currency difference, create Account **Foreign Exchange Gain/Loss**. This account is generally created on the Expense side of P&L statement. However, you can place it under another group as per your accounting requirement.
<img alt="Accounts Frozen Date" class="screenshot" src="/docs/assets/img/articles/exchange-rate-difference-1.png">
<img alt="Accounts Frozen Date" class="screenshot" src="{{docs_base_url}}/assets/img/articles/exchange-rate-difference-1.png">
#### Book Payment Entry
@@ -17,7 +17,7 @@ In the below scenario, Sales Invoice was made EUR, at the exchange rate of 1.090
One receipt of payment, exchange rate changed. As per the new exchange rate, payment received in the base currency was $1080. This means gain of $80 due to change in exchange rate. Following is how Foreign Exchange Gain will be booked in this scenerio.
<img alt="Accounts Frozen Date" class="screenshot" src="/docs/assets/img/articles/exchange-rate-difference-2.gif">
<img alt="Accounts Frozen Date" class="screenshot" src="{{docs_base_url}}/assets/img/articles/exchange-rate-difference-2.gif">
In case you incur loss due to change foriegn exchnage rate, then different amount about be updated in the debit of Foreign Exchange Gain/Loss account. Also you can add another row to update another expenses like bank charges, remittance charges etc.

4
foundation/www/docs/user/manual/en/accounts/articles/managing-transactions-in-multiple-currency.md
View File

@@ -17,7 +17,7 @@ Select Customer from the Customer master. If default Currency is updated in the
Currency Exchange between base currency and customer currency will auto-fetch.
<img alt="Accounts Frozen Date" class="screenshot" src="/docs/assets/img/articles/multiple-currency-1.gif">
<img alt="Accounts Frozen Date" class="screenshot" src="{{docs_base_url}}/assets/img/articles/multiple-currency-1.gif">
#### Step 4: Update Details
@@ -27,7 +27,7 @@ Update other details like Item, Taxes, Terms. In the Taxes and other Charges tab
Save Sales Invoice and then check Print Format. For all the Currency field (rate, amount, totals) Customer's Currency symbol will be updated as well.
<img alt="Accounts Frozen Date" class="screenshot" src="/docs/assets/img/articles/multiple-currency-2.png">
<img alt="Accounts Frozen Date" class="screenshot" src="{{docs_base_url}}/assets/img/articles/multiple-currency-2.png">
#### Currency Exchange Masters

2
foundation/www/docs/user/manual/en/accounts/articles/post-dated-cheque-entry.md
View File

@@ -15,7 +15,7 @@ To open new journal voucher go to
Assuming your Cheque Date is 31st December, 2016 (or any future date). As a result, this posting in your bank ledger will appear on Posting Date updated.
<img alt="JE Posting Date" class="screenshot" src="/docs/assets/img/articles/post-dated-1.png">
<img alt="JE Posting Date" class="screenshot" src="{{docs_base_url}}/assets/img/articles/post-dated-1.png">
Note: Payment Entry Reference Date should equal to or less than Posting Date.

2
foundation/www/docs/user/manual/en/accounts/articles/purchase-invoice-account-type-error.md
View File

@@ -3,7 +3,7 @@
**Question:** On saving the Purchase Invoice, I am getting a validation message that Credit To Account must be a Balance Sheet account.
<img alt="Role Desk Permission" class="screenshot" src="/docs/assets/img/articles/purchase-invoice-account-type.png">
<img alt="Role Desk Permission" class="screenshot" src="{{docs_base_url}}/assets/img/articles/purchase-invoice-account-type.png">
**Answer: **On submission of a Purchase Invoice, payable is updated towards the Supplier. As per the accounting standards, Payable Account is aligned under Current Liability (credit side of Balance Sheet).

12
foundation/www/docs/user/manual/en/accounts/articles/tracking-project-profitability-using-cost-center.md
View File

@@ -16,7 +16,7 @@ To create new Project, go to:
`Projects > Project > New`
<img alt="Project Default Cost Center" class="screenshot" src="/docs/assets/img/articles/project-cost-center-4.png">
<img alt="Project Default Cost Center" class="screenshot" src="{{docs_base_url}}/assets/img/articles/project-cost-center-4.png">
#### 1.2 Create Cost Center
@@ -32,7 +32,7 @@ To create new Cost Center, go to:
Update Cost Center in the Project master.
<img alt="Project Default Cost Center" class="screenshot" src="/docs/assets/img/articles/project-cost-center-1.png">
<img alt="Project Default Cost Center" class="screenshot" src="{{docs_base_url}}/assets/img/articles/project-cost-center-1.png">
In the sales and purchase transactions, if Project is selected, then Cost Center will fetched from the Project master.
@@ -44,7 +44,7 @@ Let's check how this setting will affect your sales and purchase entries.
In the sales transactions (which are Sales Order, Delivery Note and Sales Invoice), Project will be selected in the More Info section. On selection of a Project, respective Cost Center will be updated for all the items in that transaction. Cost Center will be updated on in the transactions which has Cost Center field.
<img alt="Project Default Cost Center" class="screenshot" src="/docs/assets/img/articles/project-cost-center-2.png">
<img alt="Project Default Cost Center" class="screenshot" src="{{docs_base_url}}/assets/img/articles/project-cost-center-2.png">
#### 2.2 Project in the Purchase Transactions
@@ -52,7 +52,7 @@ In the purchase transactions, Project is define for each line item. This is beca
As per perpetual inventory valuation system, expense for the purchased item will be booked when raw-materials are consumed. On consumption of goods, if you are creating Material Issue (stock) entry, then Expense Cost (says Cost of Goods Sold) and Project's Cost Center should be updated in that entry.
<img alt="Project Default Cost Center" class="screenshot" src="/docs/assets/img/articles/project-cost-center-3.png">
<img alt="Project Default Cost Center" class="screenshot" src="{{docs_base_url}}/assets/img/articles/project-cost-center-3.png">
### 3. Accounting Report for a Project
@@ -62,11 +62,11 @@ Since Project's Cost Center is updated in both sales and purchase entries, you c
**Monthly Project Analysis**
<img alt="Project Default Cost Center" class="screenshot" src="/docs/assets/img/articles/project-cost-center-5.png">
<img alt="Project Default Cost Center" class="screenshot" src="{{docs_base_url}}/assets/img/articles/project-cost-center-5.png">
**Overall Profitability**
<img alt="Project Default Cost Center" class="screenshot" src="/docs/assets/img/articles/project-cost-center-6.png">
<img alt="Project Default Cost Center" class="screenshot" src="{{docs_base_url}}/assets/img/articles/project-cost-center-6.png">
#### 3.2 Projectwise Budgeting

2
foundation/www/docs/user/manual/en/accounts/articles/types-in-tax-template.md
View File

@@ -3,7 +3,7 @@
In the Sales Taxes and Purchase Taxes master, you will find a column called Type. Following a brief on a meaning of each Type and how you can use it.
<img alt="Role Desk Permission" class="screenshot" src="/docs/assets/img/articles/types-in-tax-masters.png">
<img alt="Role Desk Permission" class="screenshot" src="{{docs_base_url}}/assets/img/articles/types-in-tax-masters.png">
**Actual:** This allows you to enter expense amount directly. For example, Rs. 500 incurred for Shipping.

2
foundation/www/docs/user/manual/en/accounts/articles/update-stock-option-in-sales-invoice.md
View File

@@ -3,7 +3,7 @@
If you have items delivery and invoicing happening at the same time, you can create delivery from with Sales Invoice itself. Sales Invoice has field called **Update Stock**, just before Item table. If this field is checked, on submission of Sales Invoice, stock of Item will be deducted from selected Warehouse.
<img alt="Update Stock" class="screenshot" src="/docs/assets/img/articles/update-stock.png">
<img alt="Update Stock" class="screenshot" src="{{docs_base_url}}/assets/img/articles/update-stock.png">
On checking Update Stock, Sales Invoice Item will show relevant fields like Warehouse, Serial No., Batch No., Item valuation etc.

2
foundation/www/docs/user/manual/en/accounts/articles/what-is-the-differences-of-total-and-valuation-in-tax-and-charges.md
View File

@@ -7,7 +7,7 @@ Consider Tax or Charge field in Purchase Taxes and Charges master has three valu
- Valuation
- Total and Valuation
<img alt="Purchase Tax and Charges Categories" class="screenshot" src="/docs/assets/img/articles/purchase-other-charges-1.png">
<img alt="Purchase Tax and Charges Categories" class="screenshot" src="{{docs_base_url}}/assets/img/articles/purchase-other-charges-1.png">
Let's consider an example to understand an effect of each charge type. We purchase ten units of item, at the rate of 800. total purchase amount is 800. Purchased item has 4% VAT applied on it, and INR 100 was incurred in transportation.

2
foundation/www/docs/user/manual/en/accounts/bank-guarantee.md
View File

@@ -7,6 +7,6 @@ A client may ask you to provide a Bank Guarantee from a third party such as a ba
This document allows you to track Bank Guarantees given to clients. You can set Email Alerts as the Bank Guarantee expiry date approaches to remind yourself to get the Bank Guarantee back from your client.
<img class="screenshot" alt="Bank Guarantee" src="/docs/assets/img/accounts/bank-guarantee.png">
<img class="screenshot" alt="Bank Guarantee" src="{{docs_base_url}}/assets/img/accounts/bank-guarantee.png">
{next}

10
foundation/www/docs/user/manual/en/accounts/budgeting.md
View File

@@ -13,7 +13,7 @@ To create new Cost Center, go to:
> Accounts > Budget and Cost Center > Chart of Cost Center > Add New Cost Center
<img class="screenshot" alt="Budget" src="/docs/assets/img/accounts/budgeting-cost-center.png">
<img class="screenshot" alt="Budget" src="{{docs_base_url}}/assets/img/accounts/budgeting-cost-center.png">
###Budgeting
@@ -31,20 +31,20 @@ In the Budget form, select a Cost Center. Budgets can be defined against any Cos
In the Budgets table, select Income / Expense account for which Budget is to be defined.
<img class="screenshot" alt="Budget" src="/docs/assets/img/accounts/budget-account.png">
<img class="screenshot" alt="Budget" src="{{docs_base_url}}/assets/img/accounts/budget-account.png">
####Step 4: Monthly Distribution
If you have seasonal business, you can also define a Monthly Distribution record, to distribute the budget between months. If you don't set the monthly distribution, ERPNext will calculate the budget on yearly
basis or in equal proportion for every month.
<img class="screenshot" alt="Monthly Distribution" src="/docs/assets/img/accounts/monthly-budget-distribution.png">
<img class="screenshot" alt="Monthly Distribution" src="{{docs_base_url}}/assets/img/accounts/monthly-budget-distribution.png">
####Step 5: Alert on Budget
While setting budget, you can also define the actions when expenses will exceed the allocated budget for a period. You can set separate action for monthly and annual budgets. There are 3 types of actions: Stop, Warn and Ignore. If Stop, system will not allow to book expenses more than allocated budget. In Case of Warn, it will just warn the user that expenses has been exceeded from the allocated budget. And Ignore will do nothing.
<img class="screenshot" alt="Monthly Distribution" src="/docs/assets/img/accounts/budget-warning.png">
<img class="screenshot" alt="Monthly Distribution" src="{{docs_base_url}}/assets/img/accounts/budget-warning.png">
####Budget Variance Report
@@ -54,6 +54,6 @@ To check Budget Variance report, go to:
Accounts > Budget and Cost Center > Budget Variance Report
<img class="screenshot" alt="Budget Variance Report" src="/docs/assets/img/accounts/budget-variance-report.png">
<img class="screenshot" alt="Budget Variance Report" src="{{docs_base_url}}/assets/img/accounts/budget-variance-report.png">
{next}

14
foundation/www/docs/user/manual/en/accounts/chart-of-accounts.md
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@@ -28,13 +28,13 @@ such as Balance Sheet, Profit and Loss statement and Cash flow statement.
An Example of various financial statement are given below:
#### Cash Flow Report
<img class="screenshot" alt="Cash Flow Report" src="/docs/assets/img/accounts/cash_flow_report.png">
<img class="screenshot" alt="Cash Flow Report" src="{{docs_base_url}}/assets/img/accounts/cash_flow_report.png">
#### Profit and Loss Report
<img class="screenshot" alt="Profit and Loss Report" src="/docs/assets/img/accounts/profit_n_loss_report.png">
<img class="screenshot" alt="Profit and Loss Report" src="{{docs_base_url}}/assets/img/accounts/profit_n_loss_report.png">
#### Balance Sheet Report
<img class="screenshot" alt="Balance Sheet Report" src="/docs/assets/img/accounts/balance_sheet_report.png">
<img class="screenshot" alt="Balance Sheet Report" src="{{docs_base_url}}/assets/img/accounts/balance_sheet_report.png">
To edit your Chart of Accounts in ERPNext go to:
@@ -49,7 +49,7 @@ based on statutory (tax, compliance to government regulations) requirements.
Let us understand the main groups of the Chart of Accounts.
<img class="screenshot" alt="Chart of Accounts" src="/docs/assets/img/accounts/chart-of-accounts-1.png">
<img class="screenshot" alt="Chart of Accounts" src="{{docs_base_url}}/assets/img/accounts/chart-of-accounts-1.png">
### Balance Sheet Accounts
@@ -87,7 +87,7 @@ beginning and end of your Fiscal Year, they become zero.
In ERPNext it is easy to create a Profit and Loss analysis chart. An example
of a Profit and Loss analysis chart is given below:
<img class="screenshot" alt="Financial Analytics Profit and Loss Statement" src="/docs/assets/img/accounts/financial-analytics-pl.png">
<img class="screenshot" alt="Financial Analytics Profit and Loss Statement" src="{{docs_base_url}}/assets/img/accounts/financial-analytics-pl.png">
(On the first day of the year you have not made any profit or loss, but you
still have assets, hence balance sheet accounts never become zero at the
@@ -107,7 +107,7 @@ Supplier).
> Note: An Account “Ledger” is also sometimes called as Account “Head”.
<img class="screenshot" alt="Chart of Accounts" src="/docs/assets/img/accounts/chart-of-accounts-2.png">
<img class="screenshot" alt="Chart of Accounts" src="{{docs_base_url}}/assets/img/accounts/chart-of-accounts-2.png">
### Account Number
A standard chart of accounts is organized according to a numerical system. Each major category will begin with a certain number, and then the sub-categories within that major category will all begin with the same number. For example, if assets are classified by numbers starting with the digit 1000, then cash accounts might be labeled 1100, bank accounts might be labeled 1200, accounts receivable might be labeled 1300, and so on. A gap between account numbers is generally maintained for adding accounts in the future.
@@ -140,7 +140,7 @@ To create new Accounts, explore your Chart of Accounts and click on an Account
group under which you want to create the new Account. On the right side, you
will see an option to “Open” or “Add Child” a new Account.
<img class="screenshot" alt="Chart of Accounts" src="/docs/assets/img/accounts/chart-of-accounts-3.png">
<img class="screenshot" alt="Chart of Accounts" src="{{docs_base_url}}/assets/img/accounts/chart-of-accounts-3.png">
Option to create will only appear if you click on a Group (folder) type
Account. There you need to enter account name, account number and some more

4
foundation/www/docs/user/manual/en/accounts/credit-limit.md
View File

@@ -15,7 +15,7 @@ To set credit limit go to Customer - Master
#### Figure 1: Credit Limit
<img class="screenshot" alt="Credit Limit" src="/docs/assets/img/accounts/credit-limit-1.png">
<img class="screenshot" alt="Credit Limit" src="{{docs_base_url}}/assets/img/accounts/credit-limit-1.png">
Go to the 'CREDIT LIMIT' section and enter the amount in the field Credit Limit.
@@ -51,7 +51,7 @@ For 'CREDIT LIMIT' check functionality, Priority (High to Low) is as below
#### Figure 2: Credit Controller
<img class="screenshot" alt="Credit Limit" src="/docs/assets/img/accounts/credit-limit-2.png">
<img class="screenshot" alt="Credit Limit" src="{{docs_base_url}}/assets/img/accounts/credit-limit-2.png">
Save the changes.

8
foundation/www/docs/user/manual/en/accounts/item-wise-taxation.md
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@@ -13,17 +13,17 @@ Items on which differential tax rate is applied, you should mention tax rate for
Here is the example of Item on which 12% GST is applied only.
<img class="screenshot" alt="Opening Account" src="/docs/assets/img/accounts/item-wise-tax.png">
<img class="screenshot" alt="Opening Account" src="{{docs_base_url}}/assets/img/accounts/item-wise-tax.png">
For the item which is exempted from GST totally, mention 0% as tax rate in the Item master.
<img class="screenshot" alt="Opening Account" src="/docs/assets/img/accounts/exempted-item.png">
<img class="screenshot" alt="Opening Account" src="{{docs_base_url}}/assets/img/accounts/exempted-item.png">
####Step 2: Setup Taxes and Other Charges
In Sales Taxes and Other Charges master, select GST 16% account and mention Tax Rate as 16. This tax rate will be applied on all the Items selected in the Sales Order, unless specific Tax Rate is defined in the Item master.
<img class="screenshot" alt="Opening Account" src="/docs/assets/img/accounts/tax-master.png">
<img class="screenshot" alt="Opening Account" src="{{docs_base_url}}/assets/img/accounts/tax-master.png">
<div class="well">If you want to have tax rate always applied from the Item master, then you should update Rate for the tax account as zero in the Taxes and Charges master.</div>
@@ -31,7 +31,7 @@ In Sales Taxes and Other Charges master, select GST 16% account and mention Tax
In the Sales Order, we have selected many Items. For the items mentioned in blue, tax rate is applied based on tax rate mentioned in the taxes table. For the items highlited in red, tax rate has fetched for them from the respective item master.
<img class="screenshot" alt="Opening Account" src="/docs/assets/img/accounts/tax-calulation.png">
<img class="screenshot" alt="Opening Account" src="{{docs_base_url}}/assets/img/accounts/tax-calulation.png">
Please note that item's tax rate will be pulled from the item master only if you have update same tax account (GST 16% in this case) in both Item master and tax master.

4
foundation/www/docs/user/manual/en/accounts/journal-entry.md
View File

@@ -8,9 +8,9 @@ multiple Accounts and the sum of debits is equal to the sum of credits.
To create a Journal Entry go to:
> Accounts > Documents > Journal Entry > New
> Accounts > Company and Accounts > Journal Entry > New
<img class="screenshot" alt="Journal Entry" src="/docs/assets/img/accounts/journal-entry.png">
<img class="screenshot" alt="Journal Entry" src="{{docs_base_url}}/assets/img/accounts/journal-entry.png">
In a Journal Entry, you must select.

16
foundation/www/docs/user/manual/en/accounts/multi-currency-accounting.md
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@@ -7,15 +7,15 @@ In ERPNext, you can make accounting entries in multiple currency. For example, i
To get started with multi-currency accounting, you need to assign accounting currency in Account record. You can define Currency from Chart of Accounts while creating Account.
<img class="screenshot" alt="Set Currency from Chart of Accounts" src="/docs/assets/img/accounts/multi-currency/chart-of-accounts.png">
<img class="screenshot" alt="Set Currency from Chart of Accounts" src="{{docs_base_url}}/assets/img/accounts/multi-currency/chart-of-accounts.png">
You can also assign / modify the currency by opening specific Account record for existing Accounts.
<img class="screenshot" alt="Modify Account Currency" src="/docs/assets/img/accounts/multi-currency/account.png">
<img class="screenshot" alt="Modify Account Currency" src="{{docs_base_url}}/assets/img/accounts/multi-currency/account.png">
For Customer / Supplier (Party), you can also define it's billing currency in the Party record. If the Party's accounting currency is different from Company Currency, you should mention Default Receivable / Payable Account in that currency.
<img class="screenshot" alt="Customer Accounting Currency" src="/docs/assets/img/accounts/multi-currency/customer.png">
<img class="screenshot" alt="Customer Accounting Currency" src="{{docs_base_url}}/assets/img/accounts/multi-currency/customer.png">
Once you defined Currency in the Account and selected relevant accounts in the Party record , you are ready to make transactions against them. If Party account currency is different from Company Currency, system will restrict to make transaction for that party with that currency only. If account currency is same as Company Currency, you can make transactions for that Party in any currency. But accounting entries (GL Entries) will always be in Party Account Currency.
@@ -43,7 +43,7 @@ Now, in POS, Paid Amount will be entered in transaction currency, instead of ear
Outstanding Amount and Advance Amount will always be calculated and shown in Customer's Account Currency.
<img class="screenshot" alt="Sales Invoice Outstanding" src="/docs/assets/img/accounts/multi-currency/sales-invoice.png">
<img class="screenshot" alt="Sales Invoice Outstanding" src="{{docs_base_url}}/assets/img/accounts/multi-currency/sales-invoice.png">
### Purchase Invoice
@@ -53,12 +53,12 @@ Similarly, in Purchase Invoice, accounting entries will be made based on Supplie
In Journal Entry, you can make transactions in different currencies. There is a checkbox "Multi Currency", to enable multi-currency entries. If "Multi Currency" option selected, you will be able to select accounts with different currencies.
<img class="screenshot" alt="Journal Entry Exchange Rate" src="/docs/assets/img/accounts/multi-currency/journal-entry-multi-currency.png">
<img class="screenshot" alt="Journal Entry Exchange Rate" src="{{docs_base_url}}/assets/img/accounts/multi-currency/journal-entry-multi-currency.png">
In Accounts table, on selection of foreign currency account, system will show Currency section and fetch Account Currency and Exchange Rate automatically. You can change / modify the Exchange Rate later manually. Debit / Credit amount should be entered in Account Currency, system will calculate and show the Debit / Credit amount in Company Currency automatically.
<img class="screenshot" alt="Journal Entry in multi currency" src="/docs/assets/img/accounts/multi-currency/journal-entry-row.png">
<img class="screenshot" alt="Journal Entry in multi currency" src="{{docs_base_url}}/assets/img/accounts/multi-currency/journal-entry-row.png">
## Reports
@@ -66,12 +66,12 @@ In Accounts table, on selection of foreign currency account, system will show Cu
In General Ledger, system shows debit / credit amount in both currency if filtered by an Account and Account Currency is different from Company Currency.
<img class="screenshot" alt="General Ledger Report" src="/docs/assets/img/accounts/multi-currency/general-ledger.png">
<img class="screenshot" alt="General Ledger Report" src="{{docs_base_url}}/assets/img/accounts/multi-currency/general-ledger.png">
### Accounts Receivable / Payable
In Accounts Receivable / Payable report, system shows all the amounts in Party / Account Currency.
<img class="screenshot" alt="Accounts Receivable Report" src="/docs/assets/img/accounts/multi-currency/accounts-receivable.png">
<img class="screenshot" alt="Accounts Receivable Report" src="{{docs_base_url}}/assets/img/accounts/multi-currency/accounts-receivable.png">
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16
foundation/www/docs/user/manual/en/accounts/opening-accounts.md
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@@ -29,7 +29,7 @@ To open new Journal Entry, go to:
If Entry Type is selected as Opening Entry, all the Balance Sheet Accounts will be auto-fetched in the Journal Entry.
<img class="screenshot" alt="Opening Account" src="/docs/assets/img/accounts/opening-account-1.png">
<img class="screenshot" alt="Opening Account" src="{{docs_base_url}}/assets/img/accounts/opening-account-1.png">
#### Step 3: Posting Date
@@ -39,13 +39,13 @@ Select Posting Date on which Accounts Opening Balance will be updated.
For each Account, enter opening value in the Debit or Credit column. As per the double entry valuation system, Total Debit value in a entry must be equal to Total Credit value.
<img class="screenshot" alt="Opening Account" src="/docs/assets/img/accounts/opening-6.png">
<img class="screenshot" alt="Opening Account" src="{{docs_base_url}}/assets/img/accounts/opening-6.png">
####Step 5: Is Opening
Set field `Is Opening` as `Yes`.
<img class="screenshot" alt="Opening Account" src="/docs/assets/img/accounts/opening-3.png">
<img class="screenshot" alt="Opening Account" src="{{docs_base_url}}/assets/img/accounts/opening-3.png">
####Step 6: Save and Submit
@@ -57,13 +57,13 @@ If your Balance Sheet has many Accounts, then updating Account Opening balance f
If you are updating account opening balance in few accounts at a time, you can use **Temporary Opening** account for balancing purpose. In the standard chart of accounts, a Temporary Opening Account is auto-created under Assets.
<img class="screenshot" alt="Opening Account" src="/docs/assets/img/accounts/opening-7.png">
<img class="screenshot" alt="Opening Account" src="{{docs_base_url}}/assets/img/accounts/opening-7.png">
In the Journal Entry, manually select an Account for which opening balance is to be updated. For each Account, enter opening balance value in the Debit or Credit column, based on it's Account Type (Asset or Liability).
For example, if you want to update balance in bank accounts, create Journal Entry as following.
<img class="screenshot" alt="Opening Account" src="/docs/assets/img/accounts/opening-2.png">
<img class="screenshot" alt="Opening Account" src="{{docs_base_url}}/assets/img/accounts/opening-2.png">
Once all your invoices are entered, your **Temporary Opening** account will have a balance of zero!
@@ -71,7 +71,7 @@ Once all your invoices are entered, your **Temporary Opening** account will have
After completing the accounting entries, the trial balance report will look like the one given below:
<img class="screenshot" alt="Opening Account" src="/docs/assets/img/accounts/opening-4.png">
<img class="screenshot" alt="Opening Account" src="{{docs_base_url}}/assets/img/accounts/opening-4.png">
###Stock Opening
@@ -79,7 +79,7 @@ To track stock balance in the Chart of Account, an Account is created for each W
`Chart of Accounts > Assets > Current Asset > StocK Assets > (Warehouse Account)`
<img class="screenshot" alt="Opening Account" src="/docs/assets/img/accounts/opening-5.png">
<img class="screenshot" alt="Opening Account" src="{{docs_base_url}}/assets/img/accounts/opening-5.png">
To update stock opening balance, create [Stock Reconciliation entry](/docs/user/manual/en/stock/opening-stock.html). Based on the valuation of items's update in the Warehouse, balance will be updated in the Warehouse account.
@@ -103,6 +103,6 @@ To use this tool, just type "Opening Invoice" in the search bar and select the *
Here, select the company and type of invoice (sales or purchase) and add a line item for each invoice you want to create.
<img class="screenshot" alt="Opening Invoice Creation Tool" src="/docs/assets/img/accounts/opening-invoice-creation-tool.png">
<img class="screenshot" alt="Opening Invoice Creation Tool" src="{{docs_base_url}}/assets/img/accounts/opening-invoice-creation-tool.png">
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18
foundation/www/docs/user/manual/en/accounts/payment-entry.md
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@@ -13,25 +13,25 @@ Payment Entry can be made against following transactions.
On submitting a document against which Payment Entry can be made, you will find Make Payment button.
<img class="screenshot" alt="Making Payment" src="/docs/assets/img/accounts/payment-entry-1.png">
<img class="screenshot" alt="Making Payment" src="{{docs_base_url}}/assets/img/accounts/payment-entry-1.png">
####Step 2: Mode of Payment
In the Payment Entry, select Mode of Payment (eg: Bank, Cash, Wire Transfer). In the Mode of Payment master, default Account can be set. This default payment Account will fetch into Payment Entry.
<img class="screenshot" alt="Making Paymentt" src="/docs/assets/img/accounts/payment-entry-2.gif">
<img class="screenshot" alt="Making Paymentt" src="{{docs_base_url}}/assets/img/accounts/payment-entry-2.gif">
####Step 3: Payment Amount
Enter actual payment amount received from the Customer or paid to the Supplier or Employee.
<img class="screenshot" alt="Making Payment" src="/docs/assets/img/accounts/payment-entry-3.png">
<img class="screenshot" alt="Making Payment" src="{{docs_base_url}}/assets/img/accounts/payment-entry-3.png">
####Step 4: Allocate Amount
If creating Payment Entry for the Customer, Payment Amount will be allocated against Sales Invoice.
<img class="screenshot" alt="Making Payment" src="/docs/assets/img/accounts/payment-entry-4.gif">
<img class="screenshot" alt="Making Payment" src="{{docs_base_url}}/assets/img/accounts/payment-entry-4.gif">
On the same lines, when creating Payment Entry for a Supplier, Payment Amount will be allocated against Purchase Invoice.
@@ -41,13 +41,13 @@ You Entry can be created directly from `Account > Payment Entry > New`. In the n
When making payment entry, there could be some difference in the actual payment amount and the invoice outstanding. This difference could be due to rounding error, or change in the currency exchange rate. You can set an Account here where this difference amount will be booked.
<img class="screenshot" alt="Making Payment" src="/docs/assets/img/accounts/payment-entry-5.gif">
<img class="screenshot" alt="Making Payment" src="{{docs_base_url}}/assets/img/accounts/payment-entry-5.gif">
####Step 6: Submit
Save and Submit Payment Entry. On submission, outstanding will be updated in the Invoices.
<img class="screenshot" alt="Making Payment" src="/docs/assets/img/accounts/payment-entry-8.png">
<img class="screenshot" alt="Making Payment" src="{{docs_base_url}}/assets/img/accounts/payment-entry-8.png">
If payment entry was created against Sales Order or Purchase Order, field Advance Paid will be updated in them. when creating Payment invoice against those transactions, Payment Entry will auto-update in that Invoice, so that you can allocate invoice amount against advance payment entry.
@@ -65,11 +65,11 @@ For outgoing payment:
ERPNext allows you maintain accounts and invoicing in the [multiple currency](/docs/user/manual/en/accounts/multi-currency-accounting.html). If invoice is made in the party currency, Currency Exchange Rate between companies base currency and party currency is also entered in the invoice. When creating Payment Entry against that invoice, you will again have to mention the Currency Exchange Rate at the time of payment.
<img class="screenshot" alt="Making Payment" src="/docs/assets/img/accounts/payment-entry-6.png">
<img class="screenshot" alt="Making Payment" src="{{docs_base_url}}/assets/img/accounts/payment-entry-6.png">
Since Currency Exchange Rate is fluctuating all the time, it can lead to difference in the payment amount against invoice total. This difference amount can be booked in the Currency Exchange Gain/Loss Amount.
<img class="screenshot" alt="Making Payment" src="/docs/assets/img/accounts/payment-entry-7.png">
<img class="screenshot" alt="Making Payment" src="{{docs_base_url}}/assets/img/accounts/payment-entry-7.png">
Payments can also be made independent of invoices by creating a new Payment Entry.
@@ -82,7 +82,7 @@ Following internal transfers can be managed from the Payment Entry.
3. Cash - Cash
4. Bank - Bank
<img class="screenshot" alt="Making Payment" src="/docs/assets/img/accounts/payment-entry-9.png">
<img class="screenshot" alt="Making Payment" src="{{docs_base_url}}/assets/img/accounts/payment-entry-9.png">
###Difference between Payment Entry and Journal Entry?

10
foundation/www/docs/user/manual/en/accounts/payment-request.md
View File

@@ -4,10 +4,10 @@
Payment Request is sent via Email and will contain a link to a Payment Gateway if setup. You can create payment request via Sales Order or Sales Invoice.
- Create Payment Request via Sales Order
<img class="screenshot" alt="Payment Request" src="/docs/assets/img/accounts/pr-from-so.png">
<img class="screenshot" alt="Payment Request" src="{{docs_base_url}}/assets/img/accounts/pr-from-so.png">
- Create payment Request via Sales Invoice
<img class="screenshot" alt="Payment Request" src="/docs/assets/img/accounts/pr-from-si.png">
<img class="screenshot" alt="Payment Request" src="{{docs_base_url}}/assets/img/accounts/pr-from-si.png">
---
@@ -16,16 +16,16 @@ considered to create journal entry.
Note: Invoice/Order currency and Payment Gateway Account currency should be same.
<img class="screenshot" alt="Payment Request" src="/docs/assets/img/accounts/pr-details-1.png">
<img class="screenshot" alt="Payment Request" src="{{docs_base_url}}/assets/img/accounts/pr-details-1.png">
---
##### Notify Customer
You can notify customer from Payment Request with print format. If customer contact email is mentioned, it will automatically fetch email. If not so you can set Email Address on Payment Request.
<img class="screenshot" alt="Payment Request" src="/docs/assets/img/accounts/pr-details-2.png">
<img class="screenshot" alt="Payment Request" src="{{docs_base_url}}/assets/img/accounts/pr-details-2.png">
##### Request Mail
<img class="screenshot" alt="Payment Request" src="/docs/assets/img/accounts/pr-email.png">
<img class="screenshot" alt="Payment Request" src="{{docs_base_url}}/assets/img/accounts/pr-email.png">
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10
foundation/www/docs/user/manual/en/accounts/payments.md
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@@ -19,11 +19,11 @@ In ERPNext, there is two options through which user can capture the payment
On submitting a document against which Payment Entry can be made, you will find Make Payment button.
<img class="screenshot" alt="Making Payment" src="/docs/assets/img/accounts/payment-entry-1.png">
<img class="screenshot" alt="Making Payment" src="{{docs_base_url}}/assets/img/accounts/payment-entry-1.png">
####Step 2: Payment Entry
<img class="screenshot" alt="Making Payment" src="/docs/assets/img/accounts/payment-entry-9.png">
<img class="screenshot" alt="Making Payment" src="{{docs_base_url}}/assets/img/accounts/payment-entry-9.png">
For more details about payment entry [check here.](/docs/user/manual/en/accounts/payment-entry)
@@ -35,18 +35,18 @@ To make paymant using journal entry, check below steps
Goto Accounts Settings > checked Make Payment via Journal Entry
<img class="screenshot" alt="Making Payment" src="/docs/assets/img/accounts/account-settings.png">
<img class="screenshot" alt="Making Payment" src="{{docs_base_url}}/assets/img/accounts/account-settings.png">
####Step 2: Make Payment
On submitting a document against which Journal Entry can be made, you will find Make Payment button.
<img class="screenshot" alt="Making Payment" src="/docs/assets/img/accounts/payment-entry-1.png">
<img class="screenshot" alt="Making Payment" src="{{docs_base_url}}/assets/img/accounts/payment-entry-1.png">
####Step 3: Journal Entry
Save and submit the journal entry to record the payament against the invoice
<img class="screenshot" alt="Making Payment" src="/docs/assets/img/accounts/journal-entry.png">
<img class="screenshot" alt="Making Payment" src="{{docs_base_url}}/assets/img/accounts/journal-entry.png">
For more details about journal entry [check here.](/docs/user/manual/en/accounts/journal-entry)

16
foundation/www/docs/user/manual/en/accounts/point-of-sale-pos-invoice.md
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@@ -30,7 +30,7 @@ In ERPNext all Sales and Purchase transactions, like Sales Invoice, Quotation, S
In POS, user can select the existing customer during making an order or create the new customer. This features works in the offline mode also. User can also add the customer details like contact number, address details etc on the form. The customer which has been created from the POS will be synced when the internet connection is active.
<img class="screenshot" alt="POS Customer" src="/docs/assets/img/accounts/pos-customer.png">
<img class="screenshot" alt="POS Customer" src="{{docs_base_url}}/assets/img/accounts/pos-customer.png">
### Adding an Item
@@ -40,7 +40,7 @@ At the billing counter, the retailer needs to select Items which the consumer bu
**Barcode / Serial No** \- A Barcode / Serial No is an optical machine-readable representation of data relating to the object to which it is attached. Enter Barcode / Serial No in the box as shown in the image below and pause for a second, the item will be automatically added to the cart.
<img class="screenshot" alt="POS Item" src="/docs/assets/img/accounts/pos-item.png">
<img class="screenshot" alt="POS Item" src="{{docs_base_url}}/assets/img/accounts/pos-item.png">
> Tip: To change the quantity of an Item, enter your desired quantity in the
quantity box. These are mostly used if the same Item is purchased in bulk.
@@ -52,7 +52,7 @@ in Search box.
1. Select row in the cart and clik on delete button in the numeric keypad
<img class="screenshot" alt="POS Item" src="/docs/assets/img/accounts/pos_deleted_item.gif">
<img class="screenshot" alt="POS Item" src="{{docs_base_url}}/assets/img/accounts/pos_deleted_item.gif">
2. Set Qty as zero to remove Item from the POS invoice. There are two ways to remove an Item.
@@ -70,7 +70,7 @@ ready to make the Payment. Payment process is divided into 3 steps -
2. Select your “Mode of Payment”.
3. Click on “Pay” button to Save the document.
<img class="screenshot" alt="POS Payment" src="/docs/assets/img/accounts/pos-payment.png">
<img class="screenshot" alt="POS Payment" src="{{docs_base_url}}/assets/img/accounts/pos-payment.png">
Submit the document to finalise the record. After the document is submitted,
you can either print or email it directly to the customer.
@@ -79,7 +79,7 @@ you can either print or email it directly to the customer.
Outstanding amount can be write off from the POS, user has to enter the amount under write off field on the payment screen.
<img class="screenshot" alt="POS Payment" src="/docs/assets/img/accounts/write-off.png">
<img class="screenshot" alt="POS Payment" src="{{docs_base_url}}/assets/img/accounts/write-off.png">
System books the write off amount into the ledger which has selected on the POS Profile.
@@ -87,12 +87,12 @@ System books the write off amount into the ledger which has selected on the POS
POS calculate the extra amount paid by the customer, which user can return from the cash account. User has to set the account for the change amount on the POS profile.
<img class="screenshot" alt="POS Payment" src="/docs/assets/img/accounts/change-amount.png">
<img class="screenshot" alt="POS Payment" src="{{docs_base_url}}/assets/img/accounts/change-amount.png">
### Offline Records
All the records from the POS stores into the browser's local storegae and sync submitted records after every minute of the interval if system is connected to internet. User can view the offline records by clicking on Menu > View Offline Records
<img class="screenshot" alt="POS Payment" src="/docs/assets/img/accounts/offline-records.png">
<img class="screenshot" alt="POS Payment" src="{{docs_base_url}}/assets/img/accounts/offline-records.png">
#### Accounting entries (GL Entry) for a Point of Sale:
@@ -113,7 +113,7 @@ To see entries after “Submit”, click on “View Ledger”.
### Email
User can send email from the POS, after submission of an order, user has to click on menu > email
<img class="screenshot" alt="POS Payment" src="/docs/assets/img/accounts/pos-email.png">
<img class="screenshot" alt="POS Payment" src="{{docs_base_url}}/assets/img/accounts/pos-email.png">
After sync of an order, email sent to the customer with the print of the bill in the attachment
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32
foundation/www/docs/user/manual/en/accounts/pricing-rule.md
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@@ -22,11 +22,11 @@ Pricing Rule master has two sections:
### 1. Applicability Section:
In this section, conditions are set for the application of Pricing Rule. When transaction meets condition as specified in this section, Price or Discount as specified in the Pricing Rule will be applied. You can set condition on following values.
In this section, conditions are set for the application of Pricing Rule. When transaction meets condition as specified in this section, Rate or Discount as specified in the Pricing Rule will be applied. You can set condition on following values.
####1.1 Applicable On:
<img alt="Applicable On" class="screenshot" src="/docs/assets/img/articles/pricing-rule-on.png">
<img alt="Applicable On" class="screenshot" src="{{docs_base_url}}/assets/img/articles/pricing-rule-on.png">
If you want Pricing Rule to be applied on all the items, select based on Item Group. For value, select **All Item Group** (parent Item Group).
@@ -34,31 +34,31 @@ If you want Pricing Rule to be applied on all the items, select based on Item Gr
Applicability option will updated based on our selection for Selling or Buying or both. You can set applicability on one of the following master.
<img alt="Applicable for" class="screenshot" src="/docs/assets/img/articles/pricing-rule-for.png">
<img alt="Applicable for" class="screenshot" src="{{docs_base_url}}/assets/img/articles/pricing-rule-for.png">
####1.3 Quantity:
Specify minimum and maximum qty of an item when this Pricing Rule should be applicable.
<img alt="Applicable Qty" class="screenshot" src="/docs/assets/img/articles/pricing-rule-qty.png">
<img alt="Applicable Qty" class="screenshot" src="{{docs_base_url}}/assets/img/articles/pricing-rule-qty.png">
###2. Application:
Using Price List Rule, you can ultimately define price or %discount to be applied on an item.
Using Price List Rule, you can ultimately define rate or %discount to be applied on an item.
<img alt="Applicable" class="screenshot" src="/docs/assets/img/articles/pricing-rule-application.png">
<img alt="Applicable" class="screenshot" src="{{docs_base_url}}/assets/img/articles/pricing-rule-application.png">
####2.1 Price
####2.1 Rate
Price or Discount specified in the Pricing Rule will be applied only if above applicability rules are matched with values in the transaction. Price mentioned in Pricing Rule will be given priority over item's Price List rate.
Rate or Discount specified in the Pricing Rule will be applied only if above applicability rules are matched with values in the transaction. Rate mentioned in Pricing Rule will be given priority over item's Price List rate.
<img alt="Applicable Price" class="screenshot" src="/docs/assets/img/articles/pricing-rule-price.png">
<img alt="Applicable Rate" class="screenshot" src="/docs/assets/img/articles/pricing-rule-price.png">
#### 2.2 Discount Percentage
Discount Percentage can be applied for a specific Price List. To have it applied for all the Price List, %Discount field should be left blank.
<img alt="Discount" class="screenshot" src="/docs/assets/img/articles/pricing-rule-discount.png">
<img alt="Discount" class="screenshot" src="{{docs_base_url}}/assets/img/articles/pricing-rule-discount.png">
If %Discount is to be applied on all Price Lists, then leave Price List field blank.
@@ -66,19 +66,19 @@ If %Discount is to be applied on all Price Lists, then leave Price List field bl
Enter From and To date between which this Pricing Rule will be applicable. This will be useful if creating Pricing Rule for sales promotion exercise available for certain days.
<img alt="Validity" class="screenshot" src="/docs/assets/img/articles/pricing-rule-validity.png">
<img alt="Validity" class="screenshot" src="{{docs_base_url}}/assets/img/articles/pricing-rule-validity.png">
#### Priority
If two or more Pricing Rules are found based on same conditions, Priority is applied. Priority is a number between 0 to 20 while default value is zero (blank). Higher number means it will take precedence if there are multiple Pricing Rules with same conditions.
<img alt="Priority" class="screenshot" src="/docs/assets/img/articles/pricing-rule-priority.png">
<img alt="Priority" class="screenshot" src="{{docs_base_url}}/assets/img/articles/pricing-rule-priority.png">
#### Disable
Check to Disable Pricing Rule.
<img alt="Disable" class="screenshot" src="/docs/assets/img/articles/pricing-rule-disable.png">
<img alt="Disable" class="screenshot" src="{{docs_base_url}}/assets/img/articles/pricing-rule-disable.png">
### Add Margin
@@ -90,20 +90,20 @@ For example : User want to add 10% margin on the supplier price list at the tim
Create price list for supllier and create item price against the price list.
<img alt="Disable" class="screenshot" src="/docs/assets/img/articles/price-list.png">
<img alt="Disable" class="screenshot" src="{{docs_base_url}}/assets/img/articles/price-list.png">
####2. Make Pricing Rule
Create pricing rule for the item against which supplier rate has created
<img alt="Disable" class="screenshot" src="/docs/assets/img/articles/pricing-rule-margin.png">
<img alt="Disable" class="screenshot" src="{{docs_base_url}}/assets/img/articles/pricing-rule-margin.png">
####2. Make Invoice
System apply the margin rate on the item price on selection of an item.
<img alt="Disable" class="screenshot" src="/docs/assets/img/articles/pricing-rule-invoice.png">
<img alt="Disable" class="screenshot" src="{{docs_base_url}}/assets/img/articles/pricing-rule-invoice.png">
For more details about pricing rule [Click Here](/docs/user/manual/en/selling/articles/adding-margin.html)

2
foundation/www/docs/user/manual/en/accounts/purchase-invoice.md
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@@ -15,7 +15,7 @@ or click on “Make Purchase Invoice” in Purchase Order or Purchase Receipt.
You can also create a Purchase Invoice from:
> Accounts > Billing > Purchase Invoice > New Purchase Invoice
<img class="screenshot" alt="Purchase Invoice" src="/docs/assets/img/accounts/purchase-invoice.png">
<img class="screenshot" alt="Purchase Invoice" src="{{docs_base_url}}/assets/img/accounts/purchase-invoice.png">
The concept of “Posting Date” is again same as Sales Invoice. “Bill No” and
“Bill Date” helps to track the bill number as set by your Supplier for

2
foundation/www/docs/user/manual/en/accounts/recurring-orders-and-invoices.md
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@@ -11,7 +11,7 @@ Feature of setting document as recurring is available in Sales Order, Sales Invo
Option to set document as recurring will be visible only after submission. Recurring is last section in document. Check **Is Recurring** to set document as recurring.
<img alt="Recurring Invoice" class="screenshot" src="/docs/assets/img/accounts/recurring.gif">
<img alt="Recurring Invoice" class="screenshot" src="{{docs_base_url}}/assets/img/accounts/recurring.gif">
**From Date and To Date:** This defines contract period with the customer.

8
foundation/www/docs/user/manual/en/accounts/sales-invoice.md
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@@ -9,7 +9,7 @@ You can create a Sales Invoice directly from
or you can Make a new Sales Invoice after you submit the Delivery Note.
<img class="screenshot" alt="Sales Invoice" src="/docs/assets/img/accounts/sales-invoice.png">
<img class="screenshot" alt="Sales Invoice" src="{{docs_base_url}}/assets/img/accounts/sales-invoice.png">
#### Accounting Impact
@@ -65,7 +65,7 @@ is checked. The batch number will be fetched on a First Expiring First Out
(FEFO) basis. This is a variant of First In First Out (FIFO) that gives
highest priority to the soonest to expire Items.
<img class="screenshot" alt="POS Invoice" src="/docs/assets/img/accounts/sales-invoice-fetch-batch.png">
<img class="screenshot" alt="POS Invoice" src="{{docs_base_url}}/assets/img/accounts/sales-invoice-fetch-batch.png">
Note that if the first batch in the queue cannot satisfy the order on the invoice,
the next batch in the queue that can satisfy the order will be selected. If there is
@@ -80,7 +80,7 @@ into the Sales Invoice and you can easily make payments.
Also, if you check the **Update Stock** the stock will also update automatically,
without the need of a Delivery Note.
<img class="screenshot" alt="POS Invoice" src="/docs/assets/img/accounts/pos-sales-invoice.png">
<img class="screenshot" alt="POS Invoice" src="{{docs_base_url}}/assets/img/accounts/pos-sales-invoice.png">
#### Billing Timesheet with Project
@@ -89,7 +89,7 @@ they can fill out Timesheets which consists their billing rate. When you make a
Sales Invoice, select the Project for which the billing is to be made, and the
corresponding Timesheet entries for that Project will be fetched.
<img class="screenshot" alt="POS Invoice" src="/docs/assets/img/accounts/billing-timesheet-sales-invoice.png">
<img class="screenshot" alt="POS Invoice" src="{{docs_base_url}}/assets/img/accounts/billing-timesheet-sales-invoice.png">
* * *

2
foundation/www/docs/user/manual/en/accounts/setup/accounts-settings.md
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@@ -2,7 +2,7 @@
# Accounts Settings
<img class="screenshot" alt="Account Settings" src="/docs/assets/img/accounts/account-settings.png">
<img class="screenshot" alt="Account Settings" src="{{docs_base_url}}/assets/img/accounts/account-settings.png">
* Accounts Frozen Upto: Freeze accounting transactions upto specified date, nobody can make / modify entry except specified role.

2
foundation/www/docs/user/manual/en/accounts/setup/cost-center.md
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@@ -35,6 +35,6 @@ To setup your Chart of Cost Centers go to:
> Accounts > Setup > Chart of Cost Centers
<img class="screenshot" alt="Cost Center" src="/docs/assets/img/chart-of-cost-center.png">
<img class="screenshot" alt="Cost Center" src="{{docs_base_url}}/assets/img/chart-of-cost-center.png">
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2
foundation/www/docs/user/manual/en/accounts/setup/fiscal-year.md
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@@ -26,6 +26,6 @@ To set the Fiscal Year as default, click on the 'Default' button.
In case you have multiple companies sharing the same Fiscal Year, you can add
it into the grid as shown below.
<img class="screenshot" alt="Fiscal Year" src="/docs/assets/img/accounts/fiscal-year.png">
<img class="screenshot" alt="Fiscal Year" src="{{docs_base_url}}/assets/img/accounts/fiscal-year.png">
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foundation/www/docs/user/manual/en/accounts/setup/tax-rule.md
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@@ -3,7 +3,7 @@
You can define which [Tax Template](/docs/user/manual/en/setting-up/setting-up-taxes.html) must be applied on a Sales / Purchase transaction using Tax Rule.
<img class="screenshot" alt="Tax Rule" src="/docs/assets/img/accounts/tax-rule.png">
<img class="screenshot" alt="Tax Rule" src="{{docs_base_url}}/assets/img/accounts/tax-rule.png">
You can define Tax Rules for Sales or Purchase Taxes.
While making a Transaction the system will select and apply tax template based on the tax rule defined.
@@ -13,9 +13,9 @@ Let us consider a senario to understand Tax Rule Better.
Suppose we define 2 Tax Rules as below.
<img class="screenshot" alt="Tax Rule" src="/docs/assets/img/accounts/tax-rule-1.png">
<img class="screenshot" alt="Tax Rule" src="{{docs_base_url}}/assets/img/accounts/tax-rule-1.png">
<img class="screenshot" alt="Tax Rule" src="/docs/assets/img/accounts/tax-rule-2.png">
<img class="screenshot" alt="Tax Rule" src="{{docs_base_url}}/assets/img/accounts/tax-rule-2.png">
Here Tax Rule 1 has Billing Country as India and Tax Rule 2 has Billing Country as United Kingdom

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@@ -0,0 +1,22 @@
[
{
"route": "/docs",
"title": "Docs Home"
},
{
"route": "/docs/user",
"title": "User Guide"
},
{
"route": "/docs/current/api",
"title": "Server API"
},
{
"route": "/docs/current/models",
"title": "Models (Reference)"
},
{
"route": "https://github.com/frappe/erpnext/tree/develop/erpnext/docs",
"title": "Improve Docs"
}
]

10
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@@ -0,0 +1,10 @@
<!-- add-breadcrumbs -->
# Share Balance
This is a report view which gives the list of all the shares held by a given Shareholder and its value
> Accounts > Share Balance
<img class="screenshot" alt="Create Shareholder" src="/docs/assets/img/accounts/shareholder/sharebalance_1.png">
<img class="screenshot" alt="Create Shareholder" src="/docs/assets/img/accounts/shareholder/sharebalance_2.png">

10
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@@ -0,0 +1,10 @@
<!-- add-breadcrumbs -->
# Share Ledger
This is a report view which gives the list of all the transactions made by a given Shareholder
> Accounts > Share Ledger
<img class="screenshot" alt="Create Shareholder" src="/docs/assets/img/accounts/shareholder/shareledger_1.png">
<img class="screenshot" alt="Create Shareholder" src="/docs/assets/img/accounts/shareholder/shareledger_2.png">

10
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@@ -0,0 +1,10 @@
<!-- add-breadcrumbs -->
# Shareholder Transfer
There may be times when you want to change the share structure of your company; either by adding a new shareholder or by changing the existing proportion of shares between shareholders. A share transfer is the process of transferring existing shares from one person to another; either by sale or gift.
You can directly create your Shareholders via
> Accounts > Share Transfer
<img class="screenshot" alt="Create Shareholder" src="/docs/assets/img/accounts/shareholder/sharetransfer_issue_tonystark.png">

22
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@@ -0,0 +1,22 @@
<!-- add-breadcrumbs -->
# Shareholder
A shareholder is any person, company or other institution that owns at least one share of a company’s stock. Because shareholders are a company's owners, they reap the benefits of the company's successes in the form of increased stock valuation. If the company does poorly, however, shareholders can lose money if the price of its stock declines.
A shareholder is uniquely identified by the Shareholder ID. Normally this ID is a naming series, starting with `SH-`. Also as soon as the Shareholder makes even a single transaction, a Folio number is allocated to him. This also is a unique to the Shareholder.
You can directly create your Shareholders via
> Accounts > Shareholder
<img class="screenshot" alt="Create Shareholder" src="/docs/assets/img/accounts/shareholder/shareholder_tonystark.png">
A Shareholder can avail the features (operations) in the [Share Transfer](/docs/user/manual/en/accounts/share/share_transfer.html) process.
> Note: Shareholders are separate from Contacts and Addresses. A Shareholder can
have multiple Contacts and Addresses.
### Contacts and Addresses
[Contacts and Addresses](/docs/user/manual/en/CRM/contact.html) in ERPNext are stored separately so that you can
attach multiple Contacts or Addresses to Shareholders, Customers and Suppliers

4
foundation/www/docs/user/manual/en/accounts/subscription.md
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@@ -3,7 +3,7 @@
If you have a contract with the Customer where your organization gives bill to the Customer on a monthly, quarterly, half-yearly or annual basis, you can use subscription feature to make auto invoicing.
<img class="screenshot" alt="Subscription" src="/docs/assets/img/accounts/subscription.png">
<img class="screenshot" alt="Subscription" src="{{docs_base_url}}/assets/img/accounts/subscription.png">
#### Scenario
@@ -12,7 +12,7 @@ Subscription for your hosted ERPNext account requires yearly renewal. We use Sal
To set the subscription for the sales invoice
Goto Subscription > select base doctype "Sales Invoice" > select base docname "Invoice No" > Save
<img class="screenshot" alt="Subscription" src="/docs/assets/img/accounts/subscription.gif">
<img class="screenshot" alt="Subscription" src="{{docs_base_url}}/assets/img/accounts/subscription.gif">
**From Date and To Date**: This defines contract period with the customer.

4
foundation/www/docs/user/manual/en/accounts/tools/bank-reconciliation.md
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@@ -9,7 +9,7 @@ The Bank Reconciliation Report provide the difference between the bank balance s
####Bank Reconciliation Statement
<img class="screenshot" alt="Bank Reconciliation statement" src="/docs/assets/img/accounts/bank-reconciliation-2.png">
<img class="screenshot" alt="Bank Reconciliation statement" src="{{docs_base_url}}/assets/img/accounts/bank-reconciliation-2.png">
In the report, check whether the field 'Balance as per bank' matches the Bank Account Statement. If it is matching, it means that Clearance Date is correctly updated for all the bank entries. If there is a mismatch, Its because of bank entries for which Cleanrane Date is not yet updated.
@@ -37,7 +37,7 @@ All the entries in the specified date range will be shown in a table below.
__Step 4:__ Click on the JV from the table and update clearance date.
<img class="screenshot" alt="Bank Reconciliation" src="/docs/assets/img/accounts/bank-reconciliation.png">
<img class="screenshot" alt="Bank Reconciliation" src="{{docs_base_url}}/assets/img/accounts/bank-reconciliation.png">
__Step 5:__ Click on the button 'Update Clearance Date'.

2
foundation/www/docs/user/manual/en/accounts/tools/payment-reconciliation.md
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@@ -11,7 +11,7 @@ In this tool, you can select an account (your Customer’s account) and click on
To cancel off some payments and invoices, select the Invoices and Journal Vouchers and click on “Reconcile”.
<img class="screenshot" alt="Payment Reconciliation" src="/docs/assets/img/accounts/payment-reconcile-tool.png">
<img class="screenshot" alt="Payment Reconciliation" src="{{docs_base_url}}/assets/img/accounts/payment-reconcile-tool.png">
__Step 1:__ Select the Account against whom the payments need to be reconciled.

2
foundation/www/docs/user/manual/en/accounts/tools/period-closing-voucher.md
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@@ -22,7 +22,7 @@ In ERPNext after making all the special entries via Journal Entry for the curren
**Closing Fiscal Year** will be an year for which you are closing your financial statement.
<img class="screenshot" alt="Period Closing Voucher" src="/docs/assets/img/accounts/period-closing-voucher.png">
<img class="screenshot" alt="Period Closing Voucher" src="{{docs_base_url}}/assets/img/accounts/period-closing-voucher.png">
This voucher will transfer Profit or Loss (availed from P&L statment) to Closing Account Head. You should select a liability account like Reserves and Surplus, or Capital Fund account as Closing Account.

0
foundation/www/docs/user/manual/en/agriculture/analytics/__init__.py
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0
foundation/www/docs/user/manual/en/agriculture/crops_and_land/__init__.py
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2
foundation/www/docs/user/manual/en/agriculture/crops_and_land/crop.md
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@@ -46,6 +46,6 @@ Click 'Save'
You form should now look something like this
<img class="screenshot" alt="Task" src="/docs/assets/img/agriculture/crops_and_land/crop.png">
<img class="screenshot" alt="Task" src="{{docs_base_url}}/assets/img/agriculture/crops_and_land/crop.png">
Repeat step 2 for as many crops as you need. You can save some time by duplicating existing crops and modifying only the necessary items

4
foundation/www/docs/user/manual/en/agriculture/crops_and_land/crop_cycle.md
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@@ -20,7 +20,7 @@ Save the new Crop Cycle
It should now look something like this
<img class="screenshot" alt="Task" src="/docs/assets/img/agriculture/crops_and_land/crop_cycle.png">
<img class="screenshot" alt="Task" src="{{docs_base_url}}/assets/img/agriculture/crops_and_land/crop_cycle.png">
Repeat these for every Crop Cycle you need
@@ -28,4 +28,4 @@ As you can see a Project was created, with the same name as the Crop Cycle and l
> Projects > Project
<img class="screenshot" alt="Task" src="/docs/assets/img/agriculture/crops_and_land/projects.png">
<img class="screenshot" alt="Task" src="{{docs_base_url}}/assets/img/agriculture/crops_and_land/projects.png">

2
foundation/www/docs/user/manual/en/agriculture/crops_and_land/land_unit.md
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@@ -18,7 +18,7 @@ Click Save
It should look something like this
<img class="screenshot" alt="Task" src="/docs/assets/img/agriculture/crops_and_land/land_unit.png">
<img class="screenshot" alt="Task" src="{{docs_base_url}}/assets/img/agriculture/crops_and_land/land_unit.png">
With the farm created, we can now create our first Carrot Field! Click on New

0
foundation/www/docs/user/manual/en/agriculture/diseases_and_fertilizer/__init__.py
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2
foundation/www/docs/user/manual/en/agriculture/diseases_and_fertilizer/disease.md
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@@ -20,6 +20,6 @@ Click Save
Now it should look something like this
<img class="screenshot" alt="Task" src="/docs/assets/img/agriculture/diseases_and_fertilizer/disease.png">
<img class="screenshot" alt="Task" src="{{docs_base_url}}/assets/img/agriculture/diseases_and_fertilizer/disease.png">
These Tasks will be imported into the Crop Cycle Project if you choose to add this Disease to the list of Detected Diesase in Crop Cycle

2
foundation/www/docs/user/manual/en/agriculture/diseases_and_fertilizer/fertilizer.md
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@@ -3,4 +3,4 @@
This is used to keep track of available fertilizers, and their chemical composition, which is linked to the Item master
<img class="screenshot" alt="Task" src="/docs/assets/img/agriculture/diseases_and_fertilizer/fertilizer.png">
<img class="screenshot" alt="Task" src="{{docs_base_url}}/assets/img/agriculture/diseases_and_fertilizer/fertilizer.png">

4
foundation/www/docs/user/manual/en/agriculture/index.md
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@@ -5,7 +5,7 @@ Farmers know that even a small operation requires intensive recordkeeping. A wel
A farm requires additional attention to manage its productive units (plots of land), time sensitive crop activities (such as planting, irrigating, fertilizing, etc.), recording environmental and crop data for analysis, and reports to help make effective decisions.
<img class="screenshot" alt="Task" src="/docs/assets/img/agriculture/agri_desk.png">
<img class="screenshot" alt="Task" src="{{docs_base_url}}/assets/img/agriculture/agri_desk.png">
The Agriculture module in ERPNext helps you keep track of your farming operations. It allows you keep records for each field where you farm, such as geospatial and soil texture characteristics. It allows you to:
@@ -16,7 +16,7 @@ The Agriculture module in ERPNext helps you keep track of your farming operation
* Record sale of the harvest or transfer to warehouse for further processing
* View reports
<img class="screenshot" alt="Task" src="/docs/assets/img/agriculture/agri_doctypes.png">
<img class="screenshot" alt="Task" src="{{docs_base_url}}/assets/img/agriculture/agri_doctypes.png">
### Topics

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foundation/www/docs/user/manual/en/asset/__init__.py
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foundation/www/docs/user/manual/en/asset/asset-maintenance.md
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@@ -12,21 +12,21 @@ To perform Asset Maintenance in ERPNext,
### Enable Asset Maintenance
Check Maintain Required in Asset to enable Asset Maintenance
<img class="screenshot" alt="Asset" src="/docs/assets/img/asset/maintenance_required.png">
<img class="screenshot" alt="Asset" src="{{docs_base_url}}/assets/img/asset/maintenance_required.png">
### Asset Maintenance Team
Create Asset Maintenance Team, select team members and their role.
<img class="screenshot" alt="Asset" src="/docs/assets/img/asset/asset_maintenance_team.png">
<img class="screenshot" alt="Asset" src="{{docs_base_url}}/assets/img/asset/asset_maintenance_team.png">
### Asset Maintenance
For each asset create a Asset Maintenance record listing all the associated maintenance tasks, maintenance type (Preventive Maintenance or Calibration), periodicity, assign to and start and end date of maintenance. Based on start date and periodicity the next due date is auto-calculated and a ToDo is created for the Assignee.
<img class="screenshot" alt="Asset" src="/docs/assets/img/asset/asset_maintenance.png">
<img class="screenshot" alt="Asset" src="{{docs_base_url}}/assets/img/asset/asset_maintenance.png">
### Asset Maintenance Log
For each task in Asset Maintenance, Asset Maintenance Log is auto created to keep track of the upcoming Maintenances. It will have status, completion date and actions performed. Based on completion date here, next due date is calculated automatically and new Asset Maintenance Log is created.
<img class="screenshot" alt="Asset" src="/docs/assets/img/asset/asset_maintenance_log.png">
<img class="screenshot" alt="Asset" src="{{docs_base_url}}/assets/img/asset/asset_maintenance_log.png">
### Asset Repair
You can also maintain the records of Repair/Failures of your asset which are not listed in Asset Maintenance.
<img class="screenshot" alt="Asset" src="/docs/assets/img/asset/asset_repair.png">
<img class="screenshot" alt="Asset" src="{{docs_base_url}}/assets/img/asset/asset_repair.png">

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foundation/www/docs/user/manual/en/asset/assets.md
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@@ -7,7 +7,7 @@ In ERPNext, you can maintain fixed asset records like Computers, Furnitures, Car
Based on the type of assets, create Asset Category. For example, all your desktops and laptops can be part of an Asset Category named "Computers". Here you can set default depreciation method, periodicity and depreciation related accounts, which will be applicable to all the assets under the category.
<img class="screenshot" alt="Asset Category" src="/docs/assets/img/asset/asset-category.png">
<img class="screenshot" alt="Asset Category" src="{{docs_base_url}}/assets/img/asset/asset-category.png">
> **Note:** You can also set default depreciation related Accounts and Cost Centers in Company master.
@@ -15,13 +15,13 @@ Based on the type of assets, create Asset Category. For example, all your deskto
Asset master is the heart of fixed asset management feature. All the transactions related to Asset like purchasing, sales, depreciation, scrapping will be managed from the Asset master.
<img class="screenshot" alt="Asset" src="/docs/assets/img/asset/asset.png">
<img class="screenshot" alt="Asset" src="{{docs_base_url}}/assets/img/asset/asset.png">
Explanation of the fields:
1. Item Code: An Item for the Asset must be a non-stock item, with "Is Asset" field checked.
<img class="screenshot" alt="Asset Item" src="/docs/assets/img/asset/asset-item.png">
<img class="screenshot" alt="Asset Item" src="{{docs_base_url}}/assets/img/asset/asset-item.png">
2. Asset Category: The category of assets it belongs to.
3. Is Existing Asset: Check if the asset is being carried forward from the previous Fiscal Year. The existing assets which are partially / fully depreciated can also be created/maintained for the future reference.
@@ -43,24 +43,31 @@ Explanation of the fields:
The system automatically creates a schedule for depreciation based on depreciation method and other related inputs in the Asset record.
<img class="screenshot" alt="Asset" src="/docs/assets/img/asset/depreciation-schedule.png">
<img class="screenshot" alt="Asset" src="{{docs_base_url}}/assets/img/asset/depreciation-schedule.png">
On the scheduled date, system creates depreciation entry by creating a Journal Entry and the same Journal Entry is updated in the depreciation table for reference. Next Depreciation Date and Current Value are also updated on submission of depreciation entry.
<img class="screenshot" alt="Asset" src="/docs/assets/img/asset/depreciation-entry.png">
<img class="screenshot" alt="Asset" src="{{docs_base_url}}/assets/img/asset/depreciation-entry.png">
In the depreciation entry, the "Accumulated Depreciation Account" is credited and "Depreciation Expense Account" is debited. The related accounts can be set in the Asset Category or Company.
If you are required to calculate the depreciation based on your Fiscal Year and prorated by the number of days left, select the corresponding option in "Account Settings".
The system will automatically set the fiscal year end date as the next depreciation date and calculate the depreciation amount prorata temporis based on the Available-for-use Date (IFRS16)
<img class="screenshot" alt="Asset" src="/docs/assets/img/asset/asset-prorated-depreciation.png">
For better visibility, net value of the asset on different depreciation dates are shown in a line graph.
<img class="screenshot" alt="Asset" src="/docs/assets/img/asset/asset-graph.png">
<img class="screenshot" alt="Asset" src="{{docs_base_url}}/assets/img/asset/asset-graph.png">
## Purchase an Asset
For purchasing a new asset, create and submit the asset record with all the depreciation settings. Then create a Purchase Invoice via "Make Purchase Invoice" button. On clicking the button, system will load a new Purchase Invoice form with pre-loaded items table. It will also set proper fixed asset account (defined in the Asset Category) in the Expense Account field. You need to select Supplier and other necessary details and submit the Purchase Invoice.
<img class="screenshot" alt="Asset" src="/docs/assets/img/asset/asset-purchase-invoice.png">
<img class="screenshot" alt="Asset" src="{{docs_base_url}}/assets/img/asset/asset-purchase-invoice.png">
On submission of the invoice, the "Fixed Asset Account" will be debited and payable account will be credited. It also updates purchase date, supplier and Purchase Invoice no. in the Asset master.
@@ -74,23 +81,23 @@ To sell an asset, open the asset record and create a Sales Invoice by clicking o
- "Accumulated Depreciation Account" will be debited by the total depreciated amount till now.
- "Gain/Loss Account on Asset Disposal" will be credited/debited based on gain/loss amount. The Gain/Loss account can be set in Company record.
<img class="screenshot" alt="Asset" src="/docs/assets/img/asset/asset-sales.png">
<img class="screenshot" alt="Asset" src="{{docs_base_url}}/assets/img/asset/asset-sales.png">
## Scrap an Asset
You can scrap an asset anytime using the "Scrap Asset" button in the Asset record. The "Gain/Loss Account on Asset Disposal" mentioned in the Company is debited by the Current Value (After Depreciation) of the asset. After scrapping, you can also restore the asset using "Restore Asset" button.
<img class="screenshot" alt="Asset" src="/docs/assets/img/asset/scrap-journal-entry.png">
<img class="screenshot" alt="Asset" src="{{docs_base_url}}/assets/img/asset/scrap-journal-entry.png">
## Asset Movement
The movement of the assets (from one warehouse to another) is also tracked via Asset Movement form.
<img class="screenshot" alt="Asset" src="/docs/assets/img/asset/asset-movement.png">
<img class="screenshot" alt="Asset" src="{{docs_base_url}}/assets/img/asset/asset-movement.png">
There is also a dedicated button "Transfer Asset" inside the Asset form to track the Asset Movement.
<img class="screenshot" alt="Asset" src="/docs/assets/img/asset/asset-movement-using-button.png">
<img class="screenshot" alt="Asset" src="{{docs_base_url}}/assets/img/asset/asset-movement-using-button.png">
{next}

4
foundation/www/docs/user/manual/en/buying/articles/maintaining-suppliers-part-no-in-item.md
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@@ -7,7 +7,7 @@ For each item, code assigned might differ from the code your supplier has given
In the Item master, under Supplier Details section, enter Item Code as given by the Supplier to this item.
<img alt="Supplier Item Code" class="screenshot" src="/docs/assets/img/articles/supplier-item-code.png">
<img alt="Supplier Item Code" class="screenshot" src="{{docs_base_url}}/assets/img/articles/supplier-item-code.png">
#### 2. Supplier's Item Code in Transactions
@@ -15,7 +15,7 @@ Each purchase transaction has field in the Item table where Supplier's Item Code
Supplier Item Code will only be fetched in the purchase transaction, if both Supplier and Item Code selected in purchase transaction is mapped with value mentioned in the Item master.
<img alt="Supplier Item Code in transaction" class="screenshot" src="/docs/assets/img/articles/supplier-item-code-in-purchase-order.png">
<img alt="Supplier Item Code in transaction" class="screenshot" src="{{docs_base_url}}/assets/img/articles/supplier-item-code-in-purchase-order.png">
<!-- markdown -->

6
foundation/www/docs/user/manual/en/buying/articles/pull-items-in-purchase-order-based-on-supplier.md
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@@ -13,7 +13,7 @@ To pull items from Material Request for specific Supplier only, follow below giv
Update Default Supplier in the Item master.
<img alt="Item Purchase UoM" class="screenshot" src="/docs/assets/img/articles/for-supplier-2.png">
<img alt="Item Purchase UoM" class="screenshot" src="{{docs_base_url}}/assets/img/articles/for-supplier-2.png">
####Step 2: New Purchase Order
@@ -23,13 +23,13 @@ Update Default Supplier in the Item master.
From the options available to pull data in the Purchase Order, click on `For Supplier`.
<img alt="Item Purchase UoM" class="screenshot" src="/docs/assets/img/articles/for-supplier-1.gif">
<img alt="Item Purchase UoM" class="screenshot" src="{{docs_base_url}}/assets/img/articles/for-supplier-1.gif">
####Step 4: Get Items
Select Supplier name and click on `Get`.
<img alt="Item Purchase UoM" class="screenshot" src="/docs/assets/img/articles/for-supplier-3.png">
<img alt="Item Purchase UoM" class="screenshot" src="{{docs_base_url}}/assets/img/articles/for-supplier-3.png">
####Step 5: Edit Items

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foundation/www/docs/user/manual/en/buying/articles/purchasing-in-different-unit.md
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@@ -16,28 +16,28 @@ In the Purchase Order, you will find two UoM fied.
In both the fields, default UoM of an item will be fetched by default. You should edit UoM field, and select Purchase UoM (Box in this case). Updating Purchase UoM is mainly for the reference of the supplier. In the print format, you will see item qty in the Purchase UoM.
<img alt="Item Purchase UoM" class="screenshot" src="/docs/assets/img/articles/editing-uom-in-po.gif">
<img alt="Item Purchase UoM" class="screenshot" src="{{docs_base_url}}/assets/img/articles/editing-uom-in-po.gif">
#### Step 2: Update UoM Conversion Factors
In one Box, if you get 20 Nos. of Pen, UoM Conversion Factor would be 20.
<img alt="Item Conversion Factor" class="screenshot" src="/docs/assets/img/articles/po-conversion-factor.png">
<img alt="Item Conversion Factor" class="screenshot" src="{{docs_base_url}}/assets/img/articles/po-conversion-factor.png">
Based on the Qty and Conversion Factor, qty will be calculated in the Stock UoM of an item. If you purchase just one Box, then Qty in the stock UoM will be set as 20.
<img alt="Purchase Qty in Default UoM" class="screenshot" src="/docs/assets/img/articles/po-qty-in-stock-uom.png">
<img alt="Purchase Qty in Default UoM" class="screenshot" src="{{docs_base_url}}/assets/img/articles/po-qty-in-stock-uom.png">
### Stock Ledger Posting
Irrespective of the Purchase UoM selected, stock ledger posting will be done in the Default UoM of an item. Hence you should ensure that conversion factor is entered correctly while purchasing item in different UoM.
<img alt="Print Format in Purchase UoM" class="screenshot" src="/docs/assets/img/articles/po-stock-uom-ledger.png">
<img alt="Print Format in Purchase UoM" class="screenshot" src="{{docs_base_url}}/assets/img/articles/po-stock-uom-ledger.png">
### Set Conversion Factor in Item
In the Item master, under Purchase section, you can list all the possible purchase UoM of an item, with its UoM Conversion Factor.
<img alt="Purchase UoM master" class="screenshot" src="/docs/assets/img/articles/item-purchase-uom-conversion.png">
<img alt="Purchase UoM master" class="screenshot" src="{{docs_base_url}}/assets/img/articles/item-purchase-uom-conversion.png">
<!-- markdown -->

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@@ -10,7 +10,7 @@ Supplier Quotation.
#### Purchase Order Flow Chart
![Purchase Order](/docs/assets/img/buying/buying_flow.png)
![Purchase Order]({{docs_base_url}}/assets/img/buying/buying_flow.png)
In ERPNext, you can also make a Purchase Order directly by going to:
@@ -18,7 +18,7 @@ In ERPNext, you can also make a Purchase Order directly by going to:
#### Create Purchase Order
<img class="screenshot" alt="Purchase Order" src="/docs/assets/img/buying/purchase-order.png">
<img class="screenshot" alt="Purchase Order" src="{{docs_base_url}}/assets/img/buying/purchase-order.png">
Entering a Purchase Order is very similar to a Purchase Request, additionally
you will have to set:
@@ -43,10 +43,10 @@ government is only the difference between what you collect from your Customer
and what you pay to your Supplier. This is called Value Added Tax (VAT).
#### Add Taxes in Purchase Order
<img class="screenshot" alt="Purchase Order" src="/docs/assets/img/buying/add_taxes_to_doc.png">
<img class="screenshot" alt="Purchase Order" src="{{docs_base_url}}/assets/img/buying/add_taxes_to_doc.png">
#### Show Tax break-up
<img class="screenshot" alt="Purchase Order" src="/docs/assets/img/buying/show_tax_breakup.png">
<img class="screenshot" alt="Purchase Order" src="{{docs_base_url}}/assets/img/buying/show_tax_breakup.png">
For example you buy Items worth X and sell them for 1.3X. So your Customer
pays 1.3 times the tax you pay your Supplier. Since you have already paid tax
@@ -82,7 +82,7 @@ Nos (from the Item form)
#### Figure 3: Conversion of Purchase UOM to stock UOM
<img class="screenshot" alt="Purchase Order - UOM" src="/docs/assets/img/buying/purchase-order-uom.png">
<img class="screenshot" alt="Purchase Order - UOM" src="{{docs_base_url}}/assets/img/buying/purchase-order-uom.png">
__Step 4:__ Mention the UOM conversion factor. For example, (100);If one box has
100 pieces.

2
foundation/www/docs/user/manual/en/buying/purchase-taxes.md
View File

@@ -11,7 +11,7 @@ Orders and Purchase Invoices.
> Buying > Setup > Purchase Taxes and Charges Template > New Purchase Taxes and Charges
Master
<img class="screenshot" alt="Purchase taxes" src="/docs/assets/img/buying/purchase-taxes.png">
<img class="screenshot" alt="Purchase taxes" src="{{docs_base_url}}/assets/img/buying/purchase-taxes.png">
You can specify if the tax / charge is only for valuation (not a part of

16
foundation/www/docs/user/manual/en/buying/request-for-quotation.md
View File

@@ -14,35 +14,35 @@ After creation of Request for Quotation, there are two ways to generate Supplier
__Step 1:__ Open Request for Quotation and click on make Supplier Quotation.
![Request For Quotation](/docs/assets/img/buying/make-supplier-quotation-from-rfq.png)
![Request For Quotation]({{docs_base_url}}/assets/img/buying/make-supplier-quotation-from-rfq.png)
__Step 2:__ Select supplier and click on make Supplier Quotation.
![Request For Quotation](/docs/assets/img/buying/supplier-selection-from-rfq.png)
![Request For Quotation]({{docs_base_url}}/assets/img/buying/supplier-selection-from-rfq.png)
__Step 3:__ System will open the Supplier Quotation, user has to enter the rate and submit it.
![Request For Quotation](/docs/assets/img/buying/supplier-quotation-from-rfq.png)
![Request For Quotation]({{docs_base_url}}/assets/img/buying/supplier-quotation-from-rfq.png)
#### For Supplier
__Step 1:__ User has to create contact or enter Email Address against the supplier on Request for Quotation.
![Request For Quotation](/docs/assets/img/buying/set-email-id.png)
![Request For Quotation]({{docs_base_url}}/assets/img/buying/set-email-id.png)
__Step 2:__ User has to click on send supplier emails button.
* If supplier's user not available: system will create supplier's user and send details to the supplier, supplier will need to click on the link(Password Update) present in the email. After password update supplier can access his portal with the Request for Quotation form.
![Request For Quotation](/docs/assets/img/buying/supplier-password-update-link.png)
![Request For Quotation]({{docs_base_url}}/assets/img/buying/supplier-password-update-link.png)
* If supplier's user available: system will send Request for Quotation link to supplier, supplier has to login using his credentials to view Request for Quotation form on portal.
![Request For Quotation](/docs/assets/img/buying/send-rfq-link.png)
![Request For Quotation]({{docs_base_url}}/assets/img/buying/send-rfq-link.png)
__Step 3:__ Supplier has to enter amount and notes(payment terms) on the form and click on submit
![Request For Quotation](/docs/assets/img/buying/supplier-portal-rfq.png)
![Request For Quotation]({{docs_base_url}}/assets/img/buying/supplier-portal-rfq.png)
__Step 4:__ On submission, system will create Supplier Quotation (draft mode) against the supplier. The user has to review the Supplier Quotation
and submit it. When all items from the Request for Quotation have been quoted by a supplier, the status is updated in the Supplier
@@ -52,4 +52,4 @@ __Step 4:__ On submission, system will create Supplier Quotation (draft mode) ag
If a supplier indicates that they will not provide a quotation for the item, this can be indicated in the RFQ document by checking the 'No Quote' box after the Request for Quotation has been submitted.
![Request For Quotation](/docs/assets/img/buying/request-for-quotation.gif)
![Request For Quotation]({{docs_base_url}}/assets/img/buying/request-for-quotation.gif)

2
foundation/www/docs/user/manual/en/buying/setup/buying-settings.md
View File

@@ -3,7 +3,7 @@
Buying Settings is where you can define properties which will be applied in the Buying module's transactions.
![Buying Settings](/docs/assets/img/buying/buying-settings.png)
![Buying Settings]({{docs_base_url}}/assets/img/buying/buying-settings.png)
Let us look at the various options that can be configured:

2
foundation/www/docs/user/manual/en/buying/setup/supplier-type.md
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@@ -17,7 +17,7 @@ You can create your own category of Supplier Type.
> Buying > Setup > Supplier Type > New Supplier Type
<img class="screenshot" alt="Supplier Type" src="/docs/assets/img/buying/supplier-type.png">
<img class="screenshot" alt="Supplier Type" src="{{docs_base_url}}/assets/img/buying/supplier-type.png">
You can classify your suppliers from a range of choice available in ERPNext.
Choose from a set of given options like Distributor, Electrical,Hardware,

8
foundation/www/docs/user/manual/en/buying/supplier-quotation.md
View File

@@ -11,7 +11,7 @@ You can make a supplier quotation from a Material Request
#### Supplier Quotation Flow-Chart
![Supplier Quotation](/docs/assets/img/buying/buying_flow.png)
![Supplier Quotation]({{docs_base_url}}/assets/img/buying/buying_flow.png)
You can also make a Supplier Quotation directly from:
@@ -19,7 +19,7 @@ You can also make a Supplier Quotation directly from:
#### Create Supplier Quotation
<img class="screenshot" alt="Supplier Quotation" src="/docs/assets/img/buying/supplier-quotation.png">
<img class="screenshot" alt="Supplier Quotation" src="{{docs_base_url}}/assets/img/buying/supplier-quotation.png">
If you have multiple Suppliers who supply you with the same Item, you
usually send out a message (Request for Quote) to various Suppliers. In
@@ -38,10 +38,10 @@ If your Supplier is going to charge you additional taxes or charge like a shippi
You can select relevant tax by going to "Taxes and Charges" section and adding an entry to the table as shown below,
<img class="screenshot" alt="Supplier Quotation" src="/docs/assets/img/buying/add_taxes_to_doc.png">
<img class="screenshot" alt="Supplier Quotation" src="{{docs_base_url}}/assets/img/buying/add_taxes_to_doc.png">
Besides, in case of multiple items you can keep track of taxes on each by clicking "Show tax break-up"
<img class="screenshot" alt="Supplier Quotation" src="/docs/assets/img/buying/show_tax_breakup.png">
<img class="screenshot" alt="Supplier Quotation" src="{{docs_base_url}}/assets/img/buying/show_tax_breakup.png">
{next}

8
foundation/www/docs/user/manual/en/buying/supplier-scorecard.md
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@@ -15,24 +15,24 @@ In ERPNext, you can create a supplier scorecard by going to:
### Create Supplier Scorecard
A supplier scorecard is created for each supplier individually. Only one supplier scorecard can be created for each
supplier.
<img class="screenshot" alt="Purchase Order" src="/docs/assets/img/buying/supplier-scorecard.png">
<img class="screenshot" alt="Purchase Order" src="{{docs_base_url}}/assets/img/buying/supplier-scorecard.png">
#### Final Score and Standings
The supplier scorecard consists of a set evaluation periods, during which the performance of a supplier is
evaluated. This period can be daily, monthly or yearly. The current score is calculated from the score of each evaluation
period based on the weighting function. The default formula is linearly weight over the previous 12 scoring periods.
<img class="screenshot" alt="Purchase Order" src="/docs/assets/img/buying/supplier-scorecard-weighing.png">
<img class="screenshot" alt="Purchase Order" src="{{docs_base_url}}/assets/img/buying/supplier-scorecard-weighing.png">
This formula is customizable.
The supplier standing is used to quickly sort suppliers based on their performance. These are customizable for each supplier.
The scorecard standing of a supplier can also be used to restrict suppliers from being included in Request for Quotations or
being issued Purchase Orders.
<img class="screenshot" alt="Purchase Order" src="/docs/assets/img/buying/supplier-scorecard-standing.png">
<img class="screenshot" alt="Purchase Order" src="{{docs_base_url}}/assets/img/buying/supplier-scorecard-standing.png">
#### Evaluation Criteria and Variables
A supplier can be evaluated on several individual evaluation criteria, including (but not limited to) quotation response time,
delivered item quality, and delivery timeliness. These criteria are weighed to determine the final period score.
<img class="screenshot" alt="Purchase Order" src="/docs/assets/img/buying/supplier-scorecard-criteria.png">
<img class="screenshot" alt="Purchase Order" src="{{docs_base_url}}/assets/img/buying/supplier-scorecard-criteria.png">
The method for calculating each criteria is determined through the criteria formula field, which can use a number of pre-established variables.
The value of each of these variables is calculated over the scoring period for each supplier. Examples of such variables include:
- The total number of items received from the supplier

6
foundation/www/docs/user/manual/en/buying/supplier.md
View File

@@ -7,13 +7,13 @@ You can create a new Supplier from:
`Explore > Supplier > New Supplier`
<img class="screenshot" alt="Supplier Master" src="/docs/assets/img/buying/supplier-master.png">
<img class="screenshot" alt="Supplier Master" src="{{docs_base_url}}/assets/img/buying/supplier-master.png">
### Contacts and Addresses
Contacts and Addresses in ERPNext are stored separately so that you can create multiple Contacts and Addresses for a Suppliers. Once Supplier is saved, you will find option to create Contact and Address for that Supplier.
<img class="screenshot" alt="Supplier Master" src="/docs/assets/img/buying/supplier-new-address-contact.png">
<img class="screenshot" alt="Supplier Master" src="{{docs_base_url}}/assets/img/buying/supplier-new-address-contact.png">
> Tip: When you select a Supplier in any transaction, Contact for which "Is Primary" field id checked, it will auto-fetch with the Supplier details.
@@ -23,7 +23,7 @@ For all the Supplier, "Creditor" account is set as default payable Account. When
If you want to customize payable account for the Supplier, you should first add a payable Account in the Chart of Account, and then select that Payable Account in the Supplier master.
<img class="screenshot" alt="Supplier Master" src="/docs/assets/img/buying/supplier-payable-account.png">
<img class="screenshot" alt="Supplier Master" src="{{docs_base_url}}/assets/img/buying/supplier-payable-account.png">
If you don't want to customize payable account, and proceed with default payable account "Creditor", then do not update any value in the Default Supplier Account's table.

8
foundation/www/docs/user/manual/en/customer-portal/customer-orders-invoices-and-shipping-status.md
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@@ -3,18 +3,18 @@
ERPNext Web Portal gives your customers quick access to their Orders, Invoices and Shipments Customers can check the status of their orders, invoices, and shipping status by logging on to the web.
<img class="screenshot" alt="Customer Portal" src="/docs/assets/img/website/portal-menu.png">
<img class="screenshot" alt="Customer Portal" src="{{docs_base_url}}/assets/img/website/portal-menu.png">
Once an order is raised, either using the Shopping Cart or from within ERPNext, your customer can view the order and keep an eye on the billing and shipment status. When the invoice and payment against these orders are submitted, the customer can see the updated status on the portal, at a glance.
<img class="screenshot" alt="Customer Portal" src="/docs/assets/img/website/website-login.png">
<img class="screenshot" alt="Customer Portal" src="{{docs_base_url}}/assets/img/website/website-login.png">
#### Outstanding Sales Invoice
<img class="screenshot" alt="Customer Portal" src="/docs/assets/img/website/invoice-unpaid.png">
<img class="screenshot" alt="Customer Portal" src="{{docs_base_url}}/assets/img/website/invoice-unpaid.png">
#### Paid Sales Invoice
<img class="screenshot" alt="Customer Portal" src="/docs/assets/img/website/invoice-paid.png">
<img class="screenshot" alt="Customer Portal" src="{{docs_base_url}}/assets/img/website/invoice-paid.png">
{next}

8
foundation/www/docs/user/manual/en/customer-portal/issues.md
View File

@@ -8,18 +8,18 @@ conversation.
#### Empty Issue List
<img class="screenshot" alt="Issue List" src="/docs/assets/img/website/portal-ticket-list-empty.png">
<img class="screenshot" alt="Issue List" src="{{docs_base_url}}/assets/img/website/portal-ticket-list-empty.png">
#### New Issue
<img class="screenshot" alt="New Issue " src="/docs/assets/img/website/portal-new-ticket.png">
<img class="screenshot" alt="New Issue " src="{{docs_base_url}}/assets/img/website/portal-new-ticket.png">
#### Open Issue
<img class="screenshot" alt="Issue Raised" src="/docs/assets/img/website/portal-ticket-1.gif">
<img class="screenshot" alt="Issue Raised" src="{{docs_base_url}}/assets/img/website/portal-ticket-1.gif">
#### Reply on Issue
<img class="screenshot" alt="Issue reply" src="/docs/assets/img/website/portal-ticket-reply.gif">
<img class="screenshot" alt="Issue reply" src="{{docs_base_url}}/assets/img/website/portal-ticket-reply.gif">
{next}

2
foundation/www/docs/user/manual/en/customer-portal/portal-login.md
View File

@@ -4,6 +4,6 @@
To login into the customer account, the customer has to use his Email Address and
the password sent by ERPNext; generated through the sign-up process.
<img class="screenshot" alt="Website User Signup" src="/docs/assets/img/website/website-login.png">
<img class="screenshot" alt="Website User Signup" src="{{docs_base_url}}/assets/img/website/website-login.png">
{next}

4
foundation/www/docs/user/manual/en/customer-portal/sign-up.md
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@@ -7,11 +7,11 @@ Your Customer and Suppliers can signup to your ERPNext account by following Sign
On the Login Page, you will find option to Signup.
<img class="screenshot" alt="Website User Signup" src="/docs/assets/img/website/website-login.png">
<img class="screenshot" alt="Website User Signup" src="{{docs_base_url}}/assets/img/website/website-login.png">
#### Step 2: Enter Customer Name and ID
<img class="screenshot" alt="Website User Signup" src="/docs/assets/img/website/website-signup-details.png">
<img class="screenshot" alt="Website User Signup" src="{{docs_base_url}}/assets/img/website/website-signup-details.png">
After the sign up process, an email will be sent to the customers Email Address with the password details.

6
foundation/www/docs/user/manual/en/customize-erpnext/articles/allow-fields-to-be-changed-after-submit.md
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@@ -13,17 +13,17 @@ Once document is submitted, fields are frozen, and no editing is allowd. Still t
In Customize Form, select Document Type (Quotation, Sales Order, Purchase Invoice Item etc.)
<img alt="select docytpe" class="screenshot" src="/docs/assets/img/articles/allow-on-submit-1.png">
<img alt="select docytpe" class="screenshot" src="{{docs_base_url}}/assets/img/articles/allow-on-submit-1.png">
#### Step 3: Edit Field Property
In the fields section, click on the Custom field and check the **Allow On Submit**.
<img alt="Check Allow on Submit" class="screenshot" src="/docs/assets/img/articles/allow-on-submit-2.png">
<img alt="Check Allow on Submit" class="screenshot" src="{{docs_base_url}}/assets/img/articles/allow-on-submit-2.png">
#### Step 3: Update Customize Form
<img alt="Update" class="screenshot" src="/docs/assets/img/articles/allow-on-submit-3.png">
<img alt="Update" class="screenshot" src="{{docs_base_url}}/assets/img/articles/allow-on-submit-3.png">
After updating Customize Form, you should reload your ERPNext account. Then check form, and field to confirm its editable in submitted form as well.

12
foundation/www/docs/user/manual/en/customize-erpnext/articles/child-table-.md
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@@ -7,28 +7,28 @@
This is how Quotation Item table renders value when Editable Grid is enabled. It will maximum list four columns in the table.
<img alt="Role Desk Permission" class="screenshot" src="/docs/assets/img/articles/child-1.png">
<img alt="Role Desk Permission" class="screenshot" src="{{docs_base_url}}/assets/img/articles/child-1.png">
As per the default setting, only four columns are listed in the child table. Following is how you can add more columns in the editable itself.
For the field to be added as a column in the table, enter a value in the Column field. Also, ensure that "Is List View" property is checked for that field.
<img alt="Role Desk Permission" class="screenshot" src="/docs/assets/img/articles/child-2.png">
<img alt="Role Desk Permission" class="screenshot" src="{{docs_base_url}}/assets/img/articles/child-2.png">
Based on the value in the Column field, columns will be added in the child table. Ensure that sum total of value added in the Column field doesn't exceed 10. Based on the Column value, width for that column will be set.
<img alt="Role Desk Permission" class="screenshot" src="/docs/assets/img/articles/child-3.png">
<img alt="Role Desk Permission" class="screenshot" src="{{docs_base_url}}/assets/img/articles/child-3.png">
**Switch to Un-editable Grid**
To have more values shown in the preview of Quotation Item table, you can disable Editable Grid for the Quotation Item Doctype. Steps below.
<img alt="Role Desk Permission" class="screenshot" src="/docs/assets/img/articles/child-4.gif">
<img alt="Role Desk Permission" class="screenshot" src="{{docs_base_url}}/assets/img/articles/child-4.gif">
Once Editable Grid is disabled for the Quotation Item, the following is how values will be rendered in a preview of the Quotation Item table.
<img alt="Role Desk Permission" class="screenshot" src="/docs/assets/img/articles/child-5.png">
<img alt="Role Desk Permission" class="screenshot" src="{{docs_base_url}}/assets/img/articles/child-5.png">
To have specific field's value shown in the preview, ensure that for that field, in the Customize Form tool, "In List View" property is checked.
<img alt="Role Desk Permission" class="screenshot" src="/docs/assets/img/articles/child-6.png">
<img alt="Role Desk Permission" class="screenshot" src="{{docs_base_url}}/assets/img/articles/child-6.png">

4
foundation/www/docs/user/manual/en/customize-erpnext/articles/creating-custom-link-field.md
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@@ -14,7 +14,7 @@ You can insert Custom Link Field by following steps below.
In Customize Form, select Document Type (Quotation, Sales Order, Purchase Invoice Item etc.). Once fields are updated in the accompanying table below, open a field above the one you wish to insert your Custom Field. Then click on "Insert Above" to insert the new Custom Field.
<img alt="Select Docytpe" class="screenshot" src="/docs/assets/img/articles/link-field-1.gif">
<img alt="Select Docytpe" class="screenshot" src="{{docs_base_url}}/assets/img/articles/link-field-1.gif">
####Step 4: Custom Field Values
@@ -25,6 +25,6 @@ To set field as Link, enter values as below.
1. Name: Desired name for the field
1. Options: Enter the name of the Doctype to which the field is linked
<img alt="Enter Values" class="screenshot" src="/docs/assets/img/articles/link-field-2.png">
<img alt="Enter Values" class="screenshot" src="{{docs_base_url}}/assets/img/articles/link-field-2.png">
<!-- markdown -->

4
foundation/www/docs/user/manual/en/customize-erpnext/articles/customizing-sorting-order-in-the-list-view.md
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@@ -13,13 +13,13 @@
Select document type for which Sort Order is to be customized.
<img alt="Sort Order field" class="screenshot" src="/docs/assets/img/articles/sort-order-2.png">
<img alt="Sort Order field" class="screenshot" src="{{docs_base_url}}/assets/img/articles/sort-order-2.png">
####Step 3: Update Sort Details
In the Customize Form, you will find these fields.
<img alt="Sort Order field" class="screenshot" src="/docs/assets/img/articles/sort-order-1.png">
<img alt="Sort Order field" class="screenshot" src="{{docs_base_url}}/assets/img/articles/sort-order-1.png">
1. Sort Field: Select field based on which sorting will be done. It will be "Item_Code" field in scenario.
2. Sort Order: Sort Order will be two possible options, **Asc** for ascending, and **Desc** for descending.

6
foundation/www/docs/user/manual/en/customize-erpnext/articles/deleting-custom-reports.md
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@@ -9,16 +9,16 @@ If there is a report custom report which needs to be deleted, it can be achieved
In the Awesome Bar, type and select "Report List" for an option.
<img alt="Report Search" class="screenshot" src="/docs/assets/img/articles/delete-report-1.png">
<img alt="Report Search" class="screenshot" src="{{docs_base_url}}/assets/img/articles/delete-report-1.png">
####Selecting and Deleting Report
The Report List will have all the standard and custom reports of your account. You can select Custom Report to be deleted from the list itself, and click on Delete icon.
<img alt="Report List" class="screenshot" src="/docs/assets/img/articles/delete-report-2.png">
<img alt="Report List" class="screenshot" src="{{docs_base_url}}/assets/img/articles/delete-report-2.png">
Or you can open that report, and delete it from File menu option.
<img alt="Report Delete" class="screenshot" src="/docs/assets/img/articles/delete-report-3.png">
<img alt="Report Delete" class="screenshot" src="{{docs_base_url}}/assets/img/articles/delete-report-3.png">
<!-- markdown -->

4
foundation/www/docs/user/manual/en/customize-erpnext/articles/disable-rounded-total.md
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@@ -3,7 +3,7 @@
All the sales transactions like Sales Order, Sales Invoice has Rounded Total in it. It calculated based on the value of Grand Total. Also Rounded Total is also visible in the Standard Print Formats.
<img alt="Print Preview" class="screenshot" src="/docs/assets/img/articles/hide-rounded-total-1.png">
<img alt="Print Preview" class="screenshot" src="{{docs_base_url}}/assets/img/articles/hide-rounded-total-1.png">
Follow steps given below to hide rounded total from Standard Print Formats, for all the sales transactions.
@@ -15,7 +15,7 @@ Follow steps given below to hide rounded total from Standard Print Formats, for
Check Disable Rounded Total, and Save Global Defaults.
<img alt="Print Preview" class="screenshot" src="/docs/assets/img/articles/hide-rounded-total-2.png">
<img alt="Print Preview" class="screenshot" src="{{docs_base_url}}/assets/img/articles/hide-rounded-total-2.png">
For system to take effect of this setting, you should clear cache and refresh your ERPNext account. Then your print formats shall not render value for the Rounded Total in the print formats.

6
foundation/www/docs/user/manual/en/customize-erpnext/articles/fetching-data-from-a-document.md
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@@ -9,12 +9,12 @@ For example, if you want Customer's PO No. and PO Date to be fetched from Sales
Sales Order (standard fields)
<img class="screenshot" alt="Standard fields in Sales Order" src="/docs/assets/img/articles/fetching-1.png">
<img class="screenshot" alt="Standard fields in Sales Order" src="{{docs_base_url}}/assets/img/articles/fetching-1.png">
Sales Invoice (custom fields)
<img class="screenshot" alt="Custom Field in Sales Invoice" src="/docs/assets/img/articles/fetching-2.png">
<img class="screenshot" alt="Custom Field in Sales Invoice" src="{{docs_base_url}}/assets/img/articles/fetching-2.png">
Since names for the Customer's PO related fields are same in the Sales Order and Sales Invoice, when creating Sales Invoice from the Sales Order, values in these fields are auto-fetched.
<img class="screenshot" alt="Values fetching from Sales Order to Sales Invoice" src="/docs/assets/img/articles/fetching-3.gif">
<img class="screenshot" alt="Values fetching from Sales Order to Sales Invoice" src="{{docs_base_url}}/assets/img/articles/fetching-3.gif">

4
foundation/www/docs/user/manual/en/customize-erpnext/articles/increase-max-attachments.md
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@@ -11,13 +11,13 @@ Let's assume we need to update Max Attachment for Quotation to five.
#### Step 2: Select Document Type
<img alt="Select Doctype" class="screenshot" src="/docs/assets/img/articles/max-attachment-1.png">
<img alt="Select Doctype" class="screenshot" src="{{docs_base_url}}/assets/img/articles/max-attachment-1.png">
#### Step 3: Set Limit
Set Maximum Attachments as five.
<img alt="Set Max Attachment" class="screenshot" src="/docs/assets/img/articles/max-attachment-2.png">
<img alt="Set Max Attachment" class="screenshot" src="{{docs_base_url}}/assets/img/articles/max-attachment-2.png">
After update Max Attachments, Update Customization Form. Reload your ERPNext account and then check specific Quotation to confirm if Max Attachment limit is applied.

4
foundation/www/docs/user/manual/en/customize-erpnext/articles/make-field-visible-in-print-format.md
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@@ -15,13 +15,13 @@ Go to:
As per our scenario, Sales Order will be selected as Document Type.
field-visible-2.gif
<img alt="Document Type" class="screenshot" src="/docs/assets/img/articles/print-visible-1.png">
<img alt="Document Type" class="screenshot" src="{{docs_base_url}}/assets/img/articles/print-visible-1.png">
#### Step 3: Uncheck Print Hide
click to open field to be made visible in the Standard Print Format. Uncheck **Print Hide** field.
<img alt="Uncheck Print Hide " class="screenshot" src="/docs/assets/img/articles/print-visible-2.gif">
<img alt="Uncheck Print Hide " class="screenshot" src="{{docs_base_url}}/assets/img/articles/print-visible-2.gif">
#### Step 4: Update

8
foundation/www/docs/user/manual/en/customize-erpnext/articles/managing-dynamic-link-fields.md
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@@ -13,7 +13,7 @@ Below are the steps to insert Custom Dynamic Field. For an instance, we will ins
Firstly we will create a link field which will be linked to the Doctype.
<img alt="Custom Link Field" class="screenshot" src="/docs/assets/img/articles/dynamic-field-1.gif">
<img alt="Custom Link Field" class="screenshot" src="{{docs_base_url}}/assets/img/articles/dynamic-field-1.gif">
By **Doctype** mentioned in the Option field, we mean parent Doctype. So, just like Quotation is one Doctype, which has multiple Quotation under it. Same way, Doctype is also a Doctype which has Sales Order, Purchase Order and other doctypes created as Doctype records.
@@ -28,17 +28,17 @@ By **Doctype** mentioned in the Option field, we mean parent Doctype. So, just l
So linking this field with parent Doctype will list all the Doctype records.
<img alt="journal Voucher Link Field" class="screenshot" src="/docs/assets/img/articles/dynamic-field-2.png">
<img alt="journal Voucher Link Field" class="screenshot" src="{{docs_base_url}}/assets/img/articles/dynamic-field-2.png">
#### Step 2: Insert Dynamic Link Field
This custom field's type will be "Dynamic Link". In the Option field, name of Doctype link field will be mentioned.
<img alt="Custom Dynamic Field" class="screenshot" src="/docs/assets/img/articles/dynamic-field-3.gif">
<img alt="Custom Dynamic Field" class="screenshot" src="{{docs_base_url}}/assets/img/articles/dynamic-field-3.gif">
This field will allow selecting document id, based on value selected in the Doctype link field. For example, if we select Sales Order in the prior field, Dynamic Link field will list all the Sales Orders ids.
<img alt="Custom Dynamic Field" class="screenshot" src="/docs/assets/img/articles/dynamic-field-4.gif">
<img alt="Custom Dynamic Field" class="screenshot" src="{{docs_base_url}}/assets/img/articles/dynamic-field-4.gif">
<div class="well">
**Customizing options in the Doctype Link field**

2
foundation/www/docs/user/manual/en/customize-erpnext/articles/module-visibility.md
View File

@@ -7,7 +7,7 @@ As step zero, ensure that you have "Website Manager" role assigned. It is a stan
If module is hidden in-spite of assignment of required Role, then you should check if Website is not disabled from All Application.
<img alt="All Applications" class="screenshot" src="/docs/assets/img/articles/module-visibility-1.gif">
<img alt="All Applications" class="screenshot" src="{{docs_base_url}}/assets/img/articles/module-visibility-1.gif">
If Website is checked in All Application, but still not visible for the User, check if is hidden by System Manager. In the Setup module, feature called Show/Hide Modules allows System Manager to hide specific module from all the Users.

4
foundation/www/docs/user/manual/en/customize-erpnext/articles/search-record-by-specific-field.md
View File

@@ -17,12 +17,12 @@ Let's assume that while creating Sales Invoice, you wish to see Serial No result
Update Warehouse field name in the Search By field.
<img alt="Search By in Customize Form" class="screenshot" src="/docs/assets/img/articles/search-by-1.png">
<img alt="Search By in Customize Form" class="screenshot" src="{{docs_base_url}}/assets/img/articles/search-by-1.png">
#### Searching in Another Record.
While creating transaction, to get filtered result for Customer, you should firstly click on search magnifier.
<img alt="Search By in Customize Form" class="screenshot" src="/docs/assets/img/articles/search-by-2.png">
<img alt="Search By in Customize Form" class="screenshot" src="{{docs_base_url}}/assets/img/articles/search-by-2.png">
<!-- markdown -->

10
foundation/www/docs/user/manual/en/customize-erpnext/articles/set-language.md
View File

@@ -9,13 +9,13 @@ Following are the steps to set language in your ERPNext account.
#### 1.1 Go to My Setting
<img alt="My Setting" class="screenshot" src="/docs/assets/img/articles/change-language-1.png">
<img alt="My Setting" class="screenshot" src="{{docs_base_url}}/assets/img/articles/change-language-1.png">
#### 1.2 Select Language
<img alt="Select Language" class="screenshot" src="/docs/assets/img/articles/change-language-2.png">
<img alt="Select Language" class="screenshot" src="{{docs_base_url}}/assets/img/articles/change-language-2.png">
<img alt="Select Language" class="screenshot" src="/docs/assets/img/articles/set-language-1.gif">
<img alt="Select Language" class="screenshot" src="{{docs_base_url}}/assets/img/articles/set-language-1.gif">
#### 1.3 Save User
@@ -31,13 +31,13 @@ Being a System Manager, you can set language in other user's master as well.
#### Set Language
<img alt="Global Language" class="screenshot" src="/docs/assets/img/articles/change-language-3.png">
<img alt="Global Language" class="screenshot" src="{{docs_base_url}}/assets/img/articles/change-language-3.png">
#### Save
Save System Settings, and refresh your EPRNext account. On refreshing, you should language in your ERPNext account changed as per your preference.
<img alt="Select Language" class="screenshot" src="/docs/assets/img/articles/set-language-2.gif">
<img alt="Select Language" class="screenshot" src="{{docs_base_url}}/assets/img/articles/set-language-2.gif">
Note: For now, we have translation available only for few languages. You can contribute to make translation better, and add new languages from [here](https://translate.erpnext.com).
<!-- markdown -->

4
foundation/www/docs/user/manual/en/customize-erpnext/articles/set-precision.md
View File

@@ -9,11 +9,11 @@ To change the precision globally, go to:
`Setup > Settings > System Settings`.
<img alt="Global Precision" class="screenshot" src="/docs/assets/img/articles/precision-1.png">
<img alt="Global Precision" class="screenshot" src="{{docs_base_url}}/assets/img/articles/precision-1.png">
You can also set field specific precision. To do that go to `Setup > Customize > Customize Form` and select the DocType there. Then go to the specific field row and change precision. Precision field is only visible if field-type is one of the Float, Currency and Percent.
<img alt="Field-wise Precision" class="screenshot" src="/docs/assets/img/articles/precision-2.png">
<img alt="Field-wise Precision" class="screenshot" src="{{docs_base_url}}/assets/img/articles/precision-2.png">
<!-- markdown -->

4
foundation/www/docs/user/manual/en/customize-erpnext/articles/user-restriction.md
View File

@@ -11,10 +11,10 @@ Following are the steps to restrict User to a document based on Owner/creator.
Select Document Type for which you want to set user permission. After permissions are loaded for selected document, scroll to role for which you want to set restriction.
<img alt="Sales Order" class="screenshot" src="/docs/assets/img/articles/owner-restriction-1.png">
<img alt="Sales Order" class="screenshot" src="{{docs_base_url}}/assets/img/articles/owner-restriction-1.png">
#### Step 3: Apply User Permission
For Role to be restricted (Sales User in this case), check "If Owner".
<img alt="S" class="screenshot" src="/docs/assets/img/articles/owner-restriction-2.png">
<img alt="S" class="screenshot" src="{{docs_base_url}}/assets/img/articles/owner-restriction-2.png">

14
foundation/www/docs/user/manual/en/customize-erpnext/custom-doctype.md
View File

@@ -22,7 +22,7 @@ in the Sales Order Doctype, then you should check Is Child Table. Else no.
not be able to re-produce.
1. Custom?: This field will be checked by default when adding Custom Doctype.
<img alt="Doctype Basic" class="screenshot" src="/docs/assets/img/setup/customize/doctype-basics.png">
<img alt="Doctype Basic" class="screenshot" src="{{docs_base_url}}/assets/img/setup/customize/doctype-basics.png">
#### Fields
@@ -37,7 +37,7 @@ Fields are much more than database columns, they can be:
1. Actions (button)
1. Attachments or Images
<img alt="Doc fields" class="screenshot" src="/docs/assets/img/setup/customize/Doctype-all-fields.png">
<img alt="Doc fields" class="screenshot" src="{{docs_base_url}}/assets/img/setup/customize/Doctype-all-fields.png">
When you add fields, you need to enter the **Type**. **Label** is optional for Section Break and Column Break. **Name** (`fieldname`) is the name of the database table column.
@@ -47,19 +47,19 @@ You can also set other properties of the field like whether it is mandatory, rea
In this section, you can define criteria based on which document for this doctype will be named. There are multiple criterion based on which document can be named, like naming based on the value in the specific field, or based on Naming Series, or based on value provided by the user in the prompt, which will be shown when saving document. In the following example, we are doing naming based on the value in the field **book_name**.
<img alt="Doctype Naming" class="screenshot" src="/docs/assets/img/setup/customize/doctype-field-naming.png">
<img alt="Doctype Naming" class="screenshot" src="{{docs_base_url}}/assets/img/setup/customize/doctype-field-naming.png">
#### Permission
In this table, you should select roles and define permission roles for them for this Doctype.
<img alt="Doctype Permissions" class="screenshot" src="/docs/assets/img/setup/customize/Doctype-permissions.png">
<img alt="Doctype Permissions" class="screenshot" src="{{docs_base_url}}/assets/img/setup/customize/Doctype-permissions.png">
#### Save DocType
On saving doctype, you will get pop-up to provide name for this Doctype.
<img alt="Doctype Save" class="screenshot" src="/docs/assets/img/setup/customize/Doctype-save.png">
<img alt="Doctype Save" class="screenshot" src="{{docs_base_url}}/assets/img/setup/customize/Doctype-save.png">
#### DocType in System
@@ -68,12 +68,12 @@ Human Resource module, to access this doctype, go to:
`Human Resource > Document > Book`
<img alt="Doctype List" class="screenshot" src="/docs/assets/img/setup/customize/Doctype-list-view.png">
<img alt="Doctype List" class="screenshot" src="{{docs_base_url}}/assets/img/setup/customize/Doctype-list-view.png">
#### Book master
Using the fields entered, following is the master one book.
<img alt="Doctype Form" class="screenshot" src="/docs/assets/img/setup/customize/Doctype-book-added.png">
<img alt="Doctype Form" class="screenshot" src="{{docs_base_url}}/assets/img/setup/customize/Doctype-book-added.png">
{next}

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