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foundation/www/docs/user/videos/__init__.py Normal file
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[
{
"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"
}
]

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# ERPNext Videos
<h3>
<a class="no-decoration" href="{{docs_base_url}}/user/videos/learn">Learn ERPNext</a>
</h3>
<div class="row">
<div class="col-sm-4">
<a href="{{docs_base_url}}/user/videos/learn">
<img src="{{docs_base_url}}/assets/img/videos/learn.jpg" class="img-responsive" style="margin-top: 0px;">
</a>
</div>
<div class="col-sm-8">
Learn how to setup and use ERPNext in this series of videos that go through important processes step-by-step.
</div>
</div>
---
<h3>
<a class="no-decoration" href="https://conf.erpnext.com/2014/videos">Conference Videos</a>
</h3>
<div class="row">
<div class="col-sm-4">
<a href="https://conf.erpnext.com/2014/videos">
<img src="{{docs_base_url}}/assets/img/videos/conf-2014.jpg" class="img-responsive" style="margin-top: 0px;">
</a>
</div>
<div class="col-sm-8">
Watch video presentations from the ERPNext team and users from the 2014 ERPNext Conference.
<br><br>
<a href="https://conf.erpnext.com">ERPNext Conference on October 9th 2015 in Mumbai</a>
</div>
</div>

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index

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[
{
"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"
}
]

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<!-- add-breadcrumbs -->
# Advance Payment
<iframe width="660" height="371" src="https://www.youtube.com/embed/J46-6qtyZ9U" frameborder="0" allowfullscreen></iframe>
**Duration: 2:52**
In sales and purchase transaction, generally advance payments are involved. This tutorial covers how you can create advance payment entries against Sales Order and Purchase Order, and adjust the same in the final invoice.

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# Batch Inventory
<iframe width="660" height="371" src="https://www.youtube.com/embed/J0QKl7ABPKM" frameborder="0" allowfullscreen></iframe>
**Duration: 3:46**
Batch inventory allows you to group multiple units of an item, and assign them a unique value/number/tag called Batch No.
This video walks you through creating new Batch, and using it in stock transactions. Each batch can have certain expiry. In the stock module, you can check item's batchwise stock level.

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# Bill of Material
<iframe width="660" height="371" src="https://www.youtube.com/embed/hDV0c1OeWLo" frameborder="0" allowfullscreen></iframe>
**Duration: 3:27**
The BOM is a list of all materials (either bought or made) and operations that go into a finished product or sub-Item.
This video walks you through creating masters (like Item, Operations, Workstation etc.) required for setting up BOM. Once you have all these masters in place, using them you can create Bill of Materials for the sub-assembly, finished and sub-contracted items.

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# Budgeting
<iframe width="660" height="371" src="https://www.youtube.com/embed/wWHkB0jlXNk" frameborder="0" allowfullscreen></iframe>
**Duration: 3:26**
Budgeting feature will help you from over-spending. In ERPNext, you can define budgets based on Cost Center and Projects.

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# Bulk Update Data
<iframe width="660" height="371" src="https://www.youtube.com/embed/pDDhR-D45eI" frameborder="0" allowfullscreen></iframe>
**Duration: 1:38**
Bulk Update Tool help you in over-writing value in the specific field of exitsting records.

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# Chart of Accounts
<iframe width="660" height="371" src="https://www.youtube.com/embed/AcfMCT7wLLo" frameborder="0" allowfullscreen></iframe>
**Duration: 3:10**
This tutorial walks you through setting up Accounts in the Chart of Account master. This is the most crucial master for getting your financial statement and other accounting reports correct.
Chart of Account is a tree structure master which allows user to define parent and child relationship between accounts. Also there are various account types (like Income a/c, Expense a/c, Bank a/c, Tax a/c etc.) which helps you segregate and filter out other accounts while creating transactions.

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# Customer and Supplier
<iframe width="660" height="371" src="https://www.youtube.com/embed/zsrrVDk6VBs" frameborder="0" allowfullscreen></iframe>
**Duration: 4:35**
This video demonstrate creating Customer and Suppliers in ERPNext. It also covers setting up masters required for creating Customer and Supplier like Customer Group, Territory and Supplier Type.

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# Data Import Tool
<iframe width="660" height="371" src="https://www.youtube.com/embed/Ta2Xx3QoK3E" frameborder="0" allowfullscreen></iframe>
**Duration: 6:31**
This video walks you through on importing data in ERPNext from spreadsheet files. This tools allows you in faster migration of masters and transactions from legacy system into ERPNext. You can also use this tool to export data from ERPNext, and keep it as a backup of specific document type.

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# ERPNext for Distributors
<iframe width="660" height="371" src="https://www.youtube.com/embed/YoHc35XNBus" frameborder="0" allowfullscreen></iframe>
**Duration: 51:47**
This video is a recording of a webinar on how a distribution business can use ERPNext. It covers Selling, Buying, Stock and Accounts module. Also, you can can learn how serialised and batchwise inventory can be maintained in ERPNext.

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# Drop Ship
<iframe width="660" height="371" src="https://www.youtube.com/embed/hUc0hu_XLdo" frameborder="0" allowfullscreen></iframe>
**Duration: 5:10**
Drop Ship feature allows you managing orders where delivery to customer is made by the supplier.

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# Email Account
<iframe width="660" height="371" src="https://www.youtube.com/embed/YFYe0DrB95o" frameborder="0" allowfullscreen></iframe>
**Duration: 2:27**
This video walks you through setting up Email Account for incoming and outgoing emails. For hosted users, outgoing email gateway is set by default. Based on incoming email, you can have new document (like Issue, Lead etc.) auto-created, and have email received on these id's appended to specified document.

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# Employee
<iframe width="660" height="371" src="https://www.youtube.com/embed/kkwOzeU4wFU" frameborder="0" allowfullscreen></iframe>
**Duration: 3:26**
This is a help video on how to add and manage Employees in ERPNext.

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# Expense Claim
<iframe width="660" height="371" src="https://www.youtube.com/embed/5SZHJF--ZFY" frameborder="0" allowfullscreen></iframe>
**Duration: 2:51**
This tutorial walks you through managing Expense Claims in ERPNext. Employee create first draft of Expense Claim. User with Expense Claim Approver role review Expense Claim submitted by Employee, and update sanctioned amount in it. After Expense Claim is approved/submitted, Journal Entry is created Expense Claim.

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# Field Customization
<iframe width="660" height="371" src="https://www.youtube.com/embed/pJhL9mmxV_U" frameborder="0" allowfullscreen></iframe>
**Duration: 3:10**
This video walks you through various field level customization options.
Using Customize Form tool, you can insert custom field in the forms. Also you can change the property of standard fields like visibility in print format, should field be a mandatory or non-mandatory, should this field always carry unique value etc. Also you can customize location of a field on form.

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# File Manager
<iframe width="660" height="371" src="https://www.youtube.com/embed/4-osLW3E_Rk" frameborder="0" allowfullscreen></iframe>
**Duration: 2:24**
Using File Manager in ERPNext, you can organized files received from varius sources. You can also create custom folders, and put files in them.
To ensure only authorize person has access to file, set permission rules can be applied on specific Folder or File.

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# Fixed Assets Management
<iframe width="660" height="371" src="https://www.youtube.com/embed/I-K8pLRmvSo" frameborder="0" allowfullscreen></iframe>
**Duration: 6:35**
In this video, you will learn how to add Assets and manage Asset Depreciation in ERPNext.

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.hero-and-content .page-container {
max-width: 100%;
}
.video-list li {
margin: 0px;
padding: 10px 0px;
border-bottom: 1px solid #d1d8dd;
}
.video-list li:last-child {
border-bottom: 0px;
}
.manual-feedback {
display: none;
}

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<!-- add-breadcrumbs -->
<!-- no-sidebar -->
<!-- no-breadcrumbs -->
<!-- title: Learn ERPNext -->
<div style="max-width: 700px; margin: auto;">
<div class="row hero" style="padding-top: 50px; border-bottom: 0px;">
<div class="col-sm-12 hero-content">
<h1>ERPNext Video Tutorials</h1>
<p>Step-by-step guides to setting up and using ERPNext</p>
</div>
</div>
<br>
<h3>ERPNext Demonstrations</h3>
<ul class="list-unstyled video-list">
<li><a href="{{docs_base_url}}/user/videos/learn/services.html">
ERPNext for Services Business</a>
<span class="text-muted pull-right">52:50</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/distributors.html">
ERPNext for Distributors</a>
<span class="text-muted pull-right">51:47</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/manufacturing-make-to-order.html">
ERPNext for Manufacturers</a>
<span class="text-muted pull-right">14:26</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/retailers.html">
ERPNext for Retailers</a>
<span class="text-muted pull-right">39:21</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/schools.html">
ERPNext for Schools</a>
<span class="text-muted pull-right">39:21</span>
</li>
</ul>
<br>
<h3>Using ERPNext</h3>
<ul class="list-unstyled video-list">
<li><a href="{{docs_base_url}}/user/videos/learn/navigation.html">
User Interface and Navigation</a>
<span class="text-muted pull-right">2:17</span>
</li>
</ul>
<br>
<h3>Setting Up</h3>
<ul class="list-unstyled video-list">
<li><a href="{{docs_base_url}}/user/videos/learn/setup-wizard.html">
The Setup Wizard</a>
<span class="text-muted pull-right">2:28</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/user-and-permission.html">
User and Permissions</a>
<span class="text-muted pull-right">6:16</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/data-import-tool.html">
Data Import Tool</a>
<span class="text-muted pull-right">6:31</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/printing-and-branding.html">
Printing and Branding</a>
<span class="text-muted pull-right">4:00</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/customer-and-supplier.html">
Customer and Supplier</a>
<span class="text-muted pull-right">4:35</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/item.html">
Item and Pricing</a>
<span class="text-muted pull-right">3:55</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/opening-stock.html">
Opening Stock</a>
<span class="text-muted pull-right">4:27</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/chart-of-accounts.html">
Chart of Accounts</a>
<span class="text-muted pull-right">3:10</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/opening-account-balances.html">
Opening Account Balances</a>
<span class="text-muted pull-right">4:40</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/email-account.html">
Email Account</a>
<span class="text-muted pull-right">2:27</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/file-manager.html">
File Manager</a>
<span class="text-muted pull-right">2:24</span>
</li>
</ul>
<br>
<h3>CRM and Sales</h3>
<ul class="list-unstyled video-list">
<li><a href="{{docs_base_url}}/user/videos/learn/lead-to-quotation.html">
Customer Relationship Management</a>
<span class="text-muted pull-right">3:29</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/customer-and-supplier.html">
Customer</a>
<span class="text-muted pull-right">4:35</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/sales-cycle.html">
Sales Order to Payment</a>
<span class="text-muted pull-right">4:28</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/product-bundle.html">
Product Bundle</a>
<span class="text-muted pull-right">2:31</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/newsletter.html">
Newsletter</a>
<span class="text-muted pull-right">2:04</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/taxes.html">
Taxes</a>
<span class="text-muted pull-right">3:00</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/drop-ship.html">
Drop Ship</a>
<span class="text-muted pull-right">2:26</span>
</li>
</ul>
<br>
<h3>Buying</h3>
<ul class="list-unstyled video-list">
<li><a href="{{docs_base_url}}/user/videos/learn/customer-and-supplier.html">
Supplier</a>
<span class="text-muted pull-right">4:35</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/material-request-to-purchase-order.html">
Material Request to Purchase Order</a>
<span class="text-muted pull-right">2:25</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/request-for-quotation.html">
Request for Quotation</a>
<span class="text-muted pull-right">3:17</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/purchase-cycle.html">
Purchase Order to Payment</a>
<span class="text-muted pull-right">3:16</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/taxes.html">
Taxes</a>
<span class="text-muted pull-right">5:13</span>
</li>
</ul>
<br>
<h3>Stock</h3>
<ul class="list-unstyled video-list">
<li><a href="{{docs_base_url}}/user/videos/learn/item.html">
Item and Pricing</a>
<span class="text-muted pull-right">3:17</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/item-variant.html">
Item Variant</a>
<span class="text-muted pull-right">2:38</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/opening-stock.html">
Stock Opening Balance</a>
<span class="text-muted pull-right">4:27</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/stock-entries.html">
Stock Entries</a>
<span class="text-muted pull-right">3:46</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/serialized-inventory.html">
Serialized Inventory</a>
<span class="text-muted pull-right">4:12</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/batch-inventory.html">
Batched Inventory</a>
<span class="text-muted pull-right">3:46</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/subcontracting.html">
Managing Subcontracting</a>
<span class="text-muted pull-right">4:37</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/quality-inspection.html">
Quality Inspection</a>
<span class="text-muted pull-right">2:36</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/fixed-assets.html">
Fixed Assets Management</a>
<span class="text-muted pull-right">6:35</span>
</li>
</ul>
<br>
<h3>Accounts</h3>
<ul class="list-unstyled video-list">
<li><a href="{{docs_base_url}}/user/videos/learn/chart-of-accounts.html">
Chart of Accounts</a>
<span class="text-muted pull-right">3:10</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/opening-account-balances.html">
Accounts Opening Balances</a>
<span class="text-muted pull-right">4:40</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/taxes.html">
Taxes</a>
<span class="text-muted pull-right">5:13</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/advance-payments.html">
Advance Payments</a>
<span class="text-muted pull-right">2:52</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/budgeting.html">
Budgeting</a>
<span class="text-muted pull-right">3:26</span>
</li>
</ul>
<br>
<h3>Manufacturing</h3>
<ul class="list-unstyled video-list">
<li><a href="{{docs_base_url}}/user/videos/learn/bill-of-materials.html">
Bill of Materials</a>
<span class="text-muted pull-right">3:27</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/production-planning.html">
Production Planning Tool</a>
<span class="text-muted pull-right">1:41</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/production-order.html">
Production Order</a>
<span class="text-muted pull-right">2:24</span>
</li>
<li>
<a href="{{docs_base_url}}/user/videos/learn/manufacturing-make-to-order.html">
ERPNext for Manufacturers (Make to Order)</a>
<span class="text-muted pull-right">14:26</span>
</li>
<li>
<a href="{{docs_base_url}}/user/videos/learn/manufacturing-enigneer-to-order.html">
ERPNext for Manufacturers (Engineer to Order)</a>
<span class="text-muted pull-right">44:40</span>
</li>
</ul>
<br>
<h3>Human Resource</h3>
<ul class="list-unstyled video-list">
<li><a href="{{docs_base_url}}/user/videos/learn/employee.html">
Employees</a>
<span class="text-muted pull-right">1:59</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/processing-payroll.html">
Processing Payroll</a>
<span class="text-muted pull-right">4:00</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/leave-management.html">
Leave Management</a>
<span class="text-muted pull-right">2:50</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/expense-claim.html">
Expense Claims</a>
<span class="text-muted pull-right">2:52</span>
</li>
</ul>
<br>
<h3>Retail</h3>
<ul class="list-unstyled video-list">
<li><a href="{{docs_base_url}}/user/videos/learn/point-of-sale.html">
Point of Sale</a>
<span class="text-muted pull-right">2:34</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/retailers.html">
ERPNext for Retailers (Demo)</a>
<span class="text-muted pull-right">39:21</span>
</li>
</ul>
<br>
<h3>Project</h3>
<ul class="list-unstyled video-list">
<li><a href="{{docs_base_url}}/user/videos/learn/project-and-task.html">
Project and Task</a>
<span class="text-muted pull-right">3:52</span>
</li>
</ul>
<br>
<h3>Website</h3>
<ul class="list-unstyled video-list">
<li><a href="{{docs_base_url}}/user/videos/learn/publish-items-on-website.html">
Publish Items on Website</a>
<span class="text-muted pull-right">5:14</span>
</li><li><a href="{{docs_base_url}}/user/videos/learn/shopping-cart.html">
Shopping Cart</a>
<span class="text-muted pull-right">6:32</span>
</li>
</ul>
<br>
<h3>Customization</h3>
<ul class="list-unstyled video-list">
<li><a href="{{docs_base_url}}/user/videos/learn/field-customization.html">
Field Customization</a>
<span class="text-muted pull-right">3:10</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/bulk-update.html">
Bulk Update Data</a>
<span class="text-muted pull-right">1:38</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/workflow.html">
Workflow</a>
<span class="text-muted pull-right">3:38</span>
</li>
<li><a href="{{docs_base_url}}/user/videos/learn/report-builder.html">
Report Builder</a>
<span class="text-muted pull-right">4:27</span>
</li>
</ul>
</div>
<div style="height: 70px;"></div>

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batch-inventory
bill-of-materials
chart-of-accounts
customer-and-supplier
data-import-tool
email-account
employee
expense-claim
field-customization
index
item
item-variant
lead-to-quotation
leave-management
material-request-to-purchase-order
navigation
newsletter
opening-account-balances
opening-stock
point-of-sale
printing-and-branding
processing-payroll
product-bundle
production-order
production-planning
project-and-task
purchase-cycle
quality-inspection
sales-cycle
serialized-inventory
setup-wizard
stock-entries
subcontracting
taxes
user-and-permission
workflow
advance-payments
drop-ship
file-manager
publish-items-on-website
shopping-cart
report-builder
services
distributors
manufacturing-make-to-order
manufacturing-enigneer-to-order

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# Item Variant
<iframe width="660" height="371" src="https://www.youtube.com/embed/kogIricF40I" frameborder="0" allowfullscreen></iframe>
**Duration: 2:38**
This video tutorial helps you in setting up Item Attributes (like Size, Lenthg etc.) and creating item variants using these attributes.

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# Item and Pricing
<iframe width="660" height="371" src="https://www.youtube.com/embed/FcOsV-e8ymE" frameborder="0" allowfullscreen></iframe>
**Duration: 3:55**
This tutorial walks you through managing stock and service item in ERPNext. For each item, you can track its standard selling and buying price using Price List.

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# Customer Relationship Management (CRM)
<iframe width="660" height="371" src="https://www.youtube.com/embed/o9XCSZHJfpA" frameborder="0" allowfullscreen></iframe>
**Duration: 3:29**
This video walks you through creating Lead in the CRM module. You can convert Lead into Opportunity, one which has good probability of conversion. When customer ask for the Quotation,
you can fetch Lead and item details from Opportunity to Quotation.

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# Leave Management
<iframe width="660" height="371" src="https://www.youtube.com/embed/fc0p_AXebc8" frameborder="0" allowfullscreen></iframe>
**Duration: 2:49**
This tutorial walks you through leave processing in ERPNext. Firstly, various leaves are allocated to Employees for a year. As and when needed, Employees apply for leave. Their application is reviewed and approved or rejected by Leave Approver. On approval/submission of Leave Application, leave allocated to Employee is reduced.

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# ERPNext for Manufacturers (Engineer-to-Order)
<iframe width="660" height="371" src="https://www.youtube.com/embed/GANHuLUptBQ" frameborder="0" allowfullscreen></iframe>
**Duration: 44:40**
This video is a recording of a webinar on how a manufacturing company operating based on **engineer to order **. This session covers modules like Selling, Manufacturing, Buying and Accounts.

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# ERPNext for Manufacturers (Make-to-Order)
<iframe width="660" height="371" src="https://www.youtube.com/embed/xE74wdQU5cc" frameborder="0" allowfullscreen></iframe>
**Duration: 14:26**
This video is a recording of a webinar on how a manufacturing company operating based on **make to order** can use ERPNext. This session covers modules like Selling, Manufacturing, Buying and Accounts. You can learn how to make a Bill of Materials of production item and plan for item's production from Sales Order.

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# Material Request to Purchase Order
<iframe width="660" height="371" src="https://www.youtube.com/embed/4TN9kPyfIqM" frameborder="0" allowfullscreen></iframe>
**Duration: 2:25**
This video walks you through creating Material Request. To request quotation from Supplier, you can forward Material Request to them. On receipt of quotation from supplier, Material Request's data will be fetched into Supplier Quotation. After evaluating multiple supplier quotations, favorable quotation's is converted into Purchase Order.

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# User Interface and Navigation
<iframe width="660" height="371" src="https://www.youtube.com/embed/vKjHRzMEei0" frameborder="0" allowfullscreen></iframe>
**Duration: 2:41**
This video walks you through using the ERPNext "Desk" interface. The ERPNext User Interface is very web friendly and if you have used a website or mobile app before, the navigation should be very intuitive.

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# Newsletter
<iframe width="660" height="371" src="https://www.youtube.com/embed/muLKsCrrDRo" frameborder="0" allowfullscreen></iframe>
**Duration: 2:04**
A newsletter is a short written report that tells about the recent activities of an organization. It is generally sent to members of the organization, potential clients, customers or potential leads.
This video walks you through managing Newsletter List, master containing Email Address's to whom Newsletter will be sent. You can compose Newsletter using rich text editor, and also in HTML editor.

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# Opening Account Balances
<iframe width="660" height="371" src="https://www.youtube.com/embed/U5wPIvEn-0c" frameborder="0" allowfullscreen></iframe>
**Duration: 4:40**
This video walks you through step to update opening account balances in ERPNext. Before updating opening balance for accounts, you should close your financial statements in the previous system. Closing balance of your legacy system should be updated as opening balance in ERPNext.

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# Opening Stock
<iframe width="660" height="371" src="https://www.youtube.com/embed/nlHX0ZZ84Lw" frameborder="0" allowfullscreen></iframe>
**Duration: 4:27**
This tutorial demonstrates updating opening stock balance of an item. Following same steps, you can also reconcile stock of an item with respect to physical stock in a warehouse.

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# Point of Sale
<iframe width="660" height="371" src="https://www.youtube.com/embed/4WkelWkbP_c" frameborder="0" allowfullscreen></iframe>
**Duration: 2:34**
Retail transaction has sales, goods delivery and payment happening at the same time. POS (Point of Sale) module in ERPNext allow you creating POS Invoices which manages all the functions involved in retail sales.
This tutorial walks you through setting up POS profile and creating POS invoice in ERPNext. Each billing station can have separate POS profile. This allows in faster and efficient billing at the sales counters.

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# Printing and Branding
<iframe width="660" height="371" src="https://www.youtube.com/embed/cKZHcx1znMc" frameborder="0" allowfullscreen></iframe>
**Duration: 3:59**
This video walks you through setting up of masters like your companies Letterhead and Logo.
This tutorial also covers using tools to customize standard print formats, creating new print
format, and setting up print headings (Quotation to Proposal) as per your requirement.

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# Processing Payroll
<iframe width="660" height="371" src="https://www.youtube.com/embed/apgE-f25Rm0" frameborder="0" allowfullscreen></iframe>
**Duration: 4:00**
This video walks you through processing payroll for Employees. You can maintain Salary Structure for each Employee. Based on it, you can create Salary Slips individually, or in bulk for all the Employees.

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# Product Bundle
<iframe width="660" height="371" src="https://www.youtube.com/embed/yk3kPrRyRRc" frameborder="0" allowfullscreen></iframe>
**Duration: 2:31**
Product Bundle (aka Sales Bill of Material) is a master where you can list items which are bundled together and sold as one item.
This video walks you through setting up items, and creating Product Bundle master using them.

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# Production Order
<iframe width="660" height="371" src="https://www.youtube.com/embed/ZotgLyp2YFY" frameborder="0" allowfullscreen></iframe>
**Duration: 2:24**
Production Order (also called as Work Order) is a document that is given to the manufacturing shop floor by the Production Planner as a signal to produce a certain quantity of a certain Item.
This video walks you through creating Production Order in ERPNext. There will be several entries made against Production Order (like Material Transfer, Manufacture entry, Time Log) to track progress against Production Order.

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# Production Planning Tool
<iframe width="660" height="371" src="https://www.youtube.com/embed/CzatSl4zJ2Y" frameborder="0" allowfullscreen></iframe>
**Duration: 1:41**
Production Planning Tool helps you plan production and purchase of Items for a period.
This video walks you through production planning for Sales Order item. Material Planning allows you to check required quantity of raw materials for manufacturing. You can create Material Request for the raw-material items for which sufficient stock is not available. From Production Planning Tool, you can also create Production Order for the finished items.

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# Project and Task
<iframe width="660" height="371" src="https://www.youtube.com/embed/egxIGwtoKI4" frameborder="0" allowfullscreen></iframe>
**Duration: 3:52**
This is the tutorial on managing Projects and Task in ERPNext.
Project can be divided into multiple assignable Task. Based on Tasks of a Project, you can check its Gantt Chart view. To track actual time spent on Project or Task, user can create Time Logs.

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# Publish Items on Website
<iframe width="660" height="371" src="https://www.youtube.com/embed/W31LBBNzbgc" frameborder="0" allowfullscreen></iframe>
**Duration: 5:14**
Website can be generated from each ERPNext account. This tutorial covers how items in your stock module can be published on the website.

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# Purchase Cycle
<iframe width="660" height="371" src="https://www.youtube.com/embed/EK65tLdVUDk" frameborder="0" allowfullscreen></iframe>
**Duration: 3:16**
This video walks you through purchase cycle in ERPNext. Purchase Order can be created directly, or by fetching data from Material Request or Supplier Quotation. When ordered items are received from Supplier, Purchase Receipt is created against Purchase Order. You can create Purchase Invoice from Purchase Order or Purchase Receipt. When making payment to Supplier, Journal Entry will be created against Purchase Invoice.

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# Quality Inspection
<iframe width="660" height="371" src="https://www.youtube.com/embed/WmtcF3Y40Fs" frameborder="0" allowfullscreen></iframe>
**Duration: 2:36**
This video walks you through quality testing and reporting procedure for purchased, manufactured and item which are being delivered.

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# Report Builder
<iframe width="660" height="371" src="https://www.youtube.com/embed/ECRyhMvIf6Q" frameborder="0" allowfullscreen></iframe>
**Duration: 4:27**
This tutorial covers creating custom reports in ERPNext using Report Builder.

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# Request for Quotation
<iframe width="660" height="371" src="https://www.youtube.com/embed/q85GFvWfZGI" frameborder="0" allowfullscreen></iframe>
**Duration: 3:17**
Request for Quotation feature allows you invite multiple Suppliers to provide their quotation. Suppliers can also provide quotation by logging into your ERPNext account. Based on the price quoted by them, Supplier Quotation will be created in your ERPNext account.

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# ERPNext for Retailers
<iframe width="660" height="371" src="https://www.youtube.com/embed/JYUHEAeJO-M" frameborder="0" allowfullscreen></iframe>
**Duration: 24:27**
This video is a recording of a webinar on how retailers can use ERPNext. For the ease of invoicing for retailers, we have a dedicated POS view. It takes care of invoicing, delivery and payment in one entry. Given the limitation of time availability and frequency of transaction, you can also create POS Invoices in the offline mode.

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# Sales Cycle
<iframe width="660" height="371" src="https://www.youtube.com/embed/7AMq4lqkN4A" frameborder="0" allowfullscreen></iframe>
**Duration: 4:28**
This video walks you through sales cycle in ERPNext. On receipt of confirmation of order from Customer, Sales Order will be directly. When sales items is shipped to customer, Delivery Note is created against Sales Order. You can create Sales Invoice from Sales Order or Delivery Note.
From Sales Order, you can track complete order like %delivered, %billed and payment status of Sales Invoice.

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# ERPNext for Schools
<iframe width="660" height="371" src="https://www.youtube.com/embed/f6foQOyGzdA" frameborder="0" allowfullscreen></iframe>
**Duration: 39:21**
This video is a recording of a webinar on how education institutes can use ERPNext Schools module. It covers management of Student Applications, managing masters like Students, Programs and Courses. Also, you can manage processes like Course Scheduling, Student Assessment, Fees and Attendance.

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# Serialized Inventory
<iframe width="660" height="371" src="https://www.youtube.com/embed/gvOVlEwFDAk" frameborder="0" allowfullscreen></iframe>
**Duration: 4:11**
If an Item is serialized, a Serial Number (Serial No) record is maintained for each unit of that Item. This information is helpful in tracking the location of the Serial No, its warranty and end-of-life (expiry) information.
This video walks you through setting item as serialized item, and creating stock transaction for it. Mostly a high value items are set as serialized item which requires close tracking of its location and warranty expiry.

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# ERPNext for Services Business
<iframe width="660" height="371" src="https://www.youtube.com/embed/mI8IkiGhaPA" frameborder="0" allowfullscreen></iframe>
**Duration: 52:50**
This video is a recording of a webinar on how service company can use ERPNext. It covers creating a Service Item, service Quotation and Sales Order, Managing Projects, Tasks and billing Customer based on Timesheet. Also you will learn how to manage customer support in ERPNext by using features like Issues and Warranty Claims.

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# Setup Wizard
<iframe width="660" height="371" src="https://www.youtube.com/embed/oIOf_zCFWKQ" frameborder="0" allowfullscreen></iframe>
**Duration: 2:28**
After successful setup of ERPNext account, on the first login, you will see Setup Wizard. The Setup Wizard helps you quickly setup your masters like your company, Items, Customer,
Suppliers and will also setup a basic website with this data.

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# Shopping Cart
<iframe width="660" height="371" src="https://www.youtube.com/embed/xkrYO-KFukM" frameborder="0" allowfullscreen></iframe>
**Duration: 6:32**
ERPNext has Customers Portal. It allos Customer to login, and place new orderes using shopping cart. From Customer Portal, customer can also track progress on their existing orders, view history of transactions and communicate via Issues.

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# Stock Entries
<iframe width="660" height="371" src="https://www.youtube.com/embed/Njt107hlY3I" frameborder="0" allowfullscreen></iframe>
**Duration: 3:46**
Stock Entry is a stock transaction, used for multiple purposes like inter-warehouse Material Transfer, Material Receipt for updating balance, Material Issue etc.

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# Subcontracting
<iframe width="660" height="371" src="https://www.youtube.com/embed/ThiMCC2DtKo" frameborder="0" allowfullscreen></iframe>
**Duration: 4:36**
Subcontracting is a type of job contract that seeks to outsource certain types of work to other companies.
There are warehouses masters created in order to carryout subcontracting transaction. This video walks you through various steps involved like creating BOM, transfer raw-material to subcontractor, receiving processed goods from subcontractor.

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# Taxes
<iframe width="660" height="371" src="https://www.youtube.com/embed/a8Eh4zLIrkU" frameborder="0" allowfullscreen></iframe>
**Duration: 5:13**
This video walks you through setting up tax accounts in the Chart of Account. Based on the taxation rules, you can create multiple sales and purchase tax templates in ERPNext.

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# User and Permissions
<iframe width="660" height="371" src="https://www.youtube.com/embed/8Slw1hsTmUI" frameborder="0" allowfullscreen></iframe>
**Duration: 6:16**
This video tutorial walks you through setting up User and their permissions in ERPNext. Role Permission Manager tool allows you to define restricted access for the user, based on various criterion like, value in the specific field on the form, creator of the document etc.

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# Workflow
<iframe width="660" height="371" src="https://www.youtube.com/embed/yObJUg9FxFs" frameborder="0" allowfullscreen></iframe>
**Duration: 3:37**
This video walks you through setting up Workflow for a document type.
Bydefault, ERPNext has two level verification system for documents, Save and Submit. If you have more than one authority approving document, you can manage it via Workflow. Workflow allow you do define multiple stages through which document will be review and finally get approved, and who will be the approver at each stage.