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b/foundation/www/docs/assets/img/selling/sales-analytics-result.png differ diff --git a/foundation/www/docs/assets/img/selling/sales-analytics-sections.png b/foundation/www/docs/assets/img/selling/sales-analytics-sections.png new file mode 100644 index 00000000..bd289b98 Binary files /dev/null and b/foundation/www/docs/assets/img/selling/sales-analytics-sections.png differ diff --git a/foundation/www/docs/user/manual/en/accounts/reverse-journal-entry.md b/foundation/www/docs/user/manual/en/accounts/reverse-journal-entry.md index ff99853b..322ea267 100644 --- a/foundation/www/docs/user/manual/en/accounts/reverse-journal-entry.md +++ b/foundation/www/docs/user/manual/en/accounts/reverse-journal-entry.md @@ -1,3 +1,5 @@ -In ERPNext, one can make a reverse Journal Entry very easily. In any submitted Journal Entry, there is a dedicated button to reverse a Journal Entry. On clicking the button, the system creates a new Journal Entry by reversing debit and credit amount against all the accounts. +# Reverse Journal Entry + +In any submitted Journal Entry, there is a dedicated button to reverse a Journal Entry. On clicking the button, the system creates a new Journal Entry by reversing debit and credit amount against all the accounts. Reverse Journal Entry \ No newline at end of file diff --git a/foundation/www/docs/user/manual/en/accounts/share/index.txt b/foundation/www/docs/user/manual/en/accounts/share/index.txt new file mode 100644 index 00000000..7c7e56d2 --- /dev/null +++ b/foundation/www/docs/user/manual/en/accounts/share/index.txt @@ -0,0 +1,4 @@ +shareholder +share_transfer +share_ledger +share_balance \ No newline at end of file diff --git a/foundation/www/docs/user/manual/en/human-resources/leaves_and_holiday/__init__.py b/foundation/www/docs/user/manual/en/human-resources/leaves_and_holiday/__init__.py new file mode 100644 index 00000000..e69de29b diff --git a/foundation/www/docs/user/manual/en/manufacturing/articles/index.txt b/foundation/www/docs/user/manual/en/manufacturing/articles/index.txt index d0e429e9..91d4a6c4 100755 --- a/foundation/www/docs/user/manual/en/manufacturing/articles/index.txt +++ b/foundation/www/docs/user/manual/en/manufacturing/articles/index.txt @@ -1,4 +1,6 @@ nested-bom-structure production-planning-subassembly valuation-based-on-field-in-bom -capacity-planning \ No newline at end of file +capacity-planning +open-work-orders +material_consumption \ No newline at end of file diff --git a/foundation/www/docs/user/manual/en/manufacturing/articles/material_consumption.md b/foundation/www/docs/user/manual/en/manufacturing/articles/material_consumption.md index 72ab4bf3..911e0c4b 100755 --- a/foundation/www/docs/user/manual/en/manufacturing/articles/material_consumption.md +++ b/foundation/www/docs/user/manual/en/manufacturing/articles/material_consumption.md @@ -1,4 +1,3 @@ - #Material consumption Material Consumption functionality allows you to have multiple consumption `Stock Entry` against a Work Order. To enable this, go to Manufacturing > Manufacturing Settings. diff --git a/foundation/www/docs/user/manual/en/manufacturing/articles/open-work-orders.md b/foundation/www/docs/user/manual/en/manufacturing/articles/open-work-orders.md new file mode 100644 index 00000000..cdb6ceb4 --- /dev/null +++ b/foundation/www/docs/user/manual/en/manufacturing/articles/open-work-orders.md @@ -0,0 +1,17 @@ +# Open Work Order Report + +We can easily identify the progress of manufacturing of certain items in our organizations using Open Work Orders in ERPNext. + +Sales Funnel + +In this report, users are able to see what items need to be produced, total quantity to be produced and also any produced items before. To further detail, users can proceed to click on the work order e.g; MFG-WO-2018-00005. + +With this report, we are able to know what items to be produced, in this report qty to manufacture is 2. + +The important information is the warehouses which warehouses to store our in-progress items and the finished manufactured items. This should enable us to track our stocks inventory and translate to efficiency in costing. + +We can prepare our manufacturing in mannerly order based on the required items in source warehouse where the items been stored. See figure 3. + +Figure 4 Manufacturing operationsCertain items required certain manufacturing processes and steps. The open work orders will be able to tell us the manufacturing steps and their status if done or not yet done. It definitely will help in organizing the jobs in better way. + +This report is helping to calculate the operation cost required in the manufacturing. This is to give us certain information required to make the business decision. See below for more details. \ No newline at end of file diff --git a/foundation/www/docs/user/manual/en/manufacturing/index.txt b/foundation/www/docs/user/manual/en/manufacturing/index.txt index 9befc663..c21527cc 100755 --- a/foundation/www/docs/user/manual/en/manufacturing/index.txt +++ b/foundation/www/docs/user/manual/en/manufacturing/index.txt @@ -1,8 +1,9 @@ introduction -bill-of-materials -work-order workstation operation +bill-of-materials +work-order +job-card subcontracting item-alternative tools diff --git a/foundation/www/docs/user/manual/en/manufacturing/job-card.md b/foundation/www/docs/user/manual/en/manufacturing/job-card.md new file mode 100644 index 00000000..f697557e --- /dev/null +++ b/foundation/www/docs/user/manual/en/manufacturing/job-card.md @@ -0,0 +1,73 @@ +# Job Card + +A Job Card is created from the Work Order and given to each of the workstation in the manufacturing floor to start the production of an item with a certain quantity in each of the operations defined in the Work Order. + +The Job Card extends the functionality of the Work Order in the manufacturing process by adding/defining phase of operations in work orders and assigning each operations into their respective workstation. + +Job Card allows each operation's workstation to issue a “Material Request” and “Stock Transfer to Manufacture” for raw material required against a “Job Card” order assigned to them. + +Job Card completion will change the production status in Work Order, we can track completion of production progress for each of the operations defined in the work order. + +> Manufacturing > Work Order > Create Job Card + +### Job Card creation based on BOM + +In the Work Order, the Operations and Workstations are fetched from the BOM of an Item. Hence, you should ensure that Routing (master of Operations and Production) is configured in the BOM. Here are the steps for the same. + +- Define the Item BOM for production, select “With Operations” on the checklist. + +Create Shareholder + +- Define the production flow by selecting operations in BOM. + +Create Shareholder + +- Select Item required for production, assign each of the Item into Operations. + +Create Shareholder + +> You can select “Transfer Material Against Job Card” to transfer raw material for production based on the Job Card, and not by Work Order. + +Define “Operations” cycle/flow involved in the Item +Select the Item required and assign material to operations for manufacturing. + +Create Shareholder + +You can select “Transfer Material Against Job Card” on the Bill of Material to transfer Material for Production based on Job Card. + +### Routing in Work Order + +Job Card will be created upon submission of the Work Order based on the Operations defined in the Bill of Material. Each Job Card represents job order for each Workstations on the manufacturing floor. + +#### Select Work Order with Item to Manufacture + +In the Work Order, define if you want to transfer material against a Job Order or no. + +Create Shareholder + +#### Job Card Creation + +On submission of Work Order, Job Cards will be auto-created based on the values in the Routing table. + +Create Shareholder + +### Job Card + +Each Job Card created will have Workstation & Operations assigned. Raw material required from each source warehouse will be calculated based on quantity required for production. + +Employee assignment and timing detail will also be defined in Job Card. + +Create Shareholder + +#### Material Request against Job Card + +A Material Request will be raised from the Job Card as a basis/order to prepare raw-material required for manufacturing process. The Material Request raised will have its reference to the original Job Card number. + +Create Shareholder + +Track the Manufacturing Progress in The Work Order by The Completion of Each Operations defined in Work Order. + +Job Card completion allow us to track the manufacturing progress inside the Work Order by looking of the completion of each Operations that are related in the Work Order. + +Create Shareholder + diff --git a/foundation/www/docs/user/manual/en/manufacturing/production-plan.md b/foundation/www/docs/user/manual/en/manufacturing/production-plan.md index 64cc7f0f..4cb44c85 100755 --- a/foundation/www/docs/user/manual/en/manufacturing/production-plan.md +++ b/foundation/www/docs/user/manual/en/manufacturing/production-plan.md @@ -1,4 +1,3 @@ - # Production Plan Production Plan helps user to plan production aginst the multiple sales orders or the material requests. Also, it helps in Material Procuremnt planning for the raw-material item, based on the quantity of finished product to be manufactured. @@ -51,4 +50,4 @@ To use the Production Plan, go to: # Options To Make Work Order and Material Request -Make PO or MR +Make PO or MR \ No newline at end of file diff --git a/foundation/www/docs/user/manual/en/selling/index.txt b/foundation/www/docs/user/manual/en/selling/index.txt index 3f414d12..5fa5a1b9 100755 --- a/foundation/www/docs/user/manual/en/selling/index.txt +++ b/foundation/www/docs/user/manual/en/selling/index.txt @@ -1,4 +1,6 @@ quotation sales-order +sales-analytics setup articles +selling-reports diff --git a/foundation/www/docs/user/manual/en/selling/manufacturing-work-in-progress.md b/foundation/www/docs/user/manual/en/selling/manufacturing-work-in-progress.md new file mode 100644 index 00000000..b5a0d5e1 --- /dev/null +++ b/foundation/www/docs/user/manual/en/selling/manufacturing-work-in-progress.md @@ -0,0 +1,5 @@ +# Manufacturing Work in Progress Report + +As the name suggest, this report is to show any work orders that are still in progress. This is similar with Open work orders which status is in progress. + +WIP report \ No newline at end of file diff --git a/foundation/www/docs/user/manual/en/selling/sales-analytics.md b/foundation/www/docs/user/manual/en/selling/sales-analytics.md new file mode 100644 index 00000000..fb9c940c --- /dev/null +++ b/foundation/www/docs/user/manual/en/selling/sales-analytics.md @@ -0,0 +1,19 @@ +# Sales Analytics Report + +With the ability to see and analyze your sales data in different views, data is able to diagnose and analyze to better understand how sales are performing. The data allows for filters to be altered dynamically with criteria selections through filters. There are three window areas that make up the Sales Analytics Report. The Filter Toolbar Window, the Graph Window and the Data Window. Please see the example below. + +Sales Analytics Sections + +### The Filter Toolbar Window + +The toolbar provides for filtering to select what data is to be used. Using the dropdown selections, data selections can be refined in a compounding fashion. As the selections are made, data is reflected in the data window as well as the graph window. + +Sales Analytics Filters + +### Data Analytics and Charts + +Within the data window, selections can be made to expand or compress the data to be analyzed. At the left of the window, (blue), are selection boxes. Each box can be selected for use. There is no restriction for the data comparison, so an hire level can be compared to lower levels. The data column to the right, (orange), contains selection boxes with + and minus selections. Selecting a + will expand the data and selecting a – will compress the data. As this is performed, the Graph Window is dynamically altered allowing rapid data analysis. + +Sales Analytics Result + +Within a few minutes, mastery of the sales data can be achieved. With sales analytics in hand, sales teams can be better supported. Please see the expanded view below to see the complete report. \ No newline at end of file diff --git a/foundation/www/docs/user/manual/en/selling/selling-reports/customer-acquisition-and-loyalty-report.md b/foundation/www/docs/user/manual/en/selling/selling-reports/customer-acquisition-and-loyalty-report.md new file mode 100644 index 00000000..56d2f427 --- /dev/null +++ b/foundation/www/docs/user/manual/en/selling/selling-reports/customer-acquisition-and-loyalty-report.md @@ -0,0 +1,11 @@ +# Customer Acquisition and Loyalty Report + +To understand revenue, it often is helpful to look at the data from a new customer and existing customers standpoint. This report helps visualize customer loyalty. There are two windows within this report: The Filter Window and the Data Window. + +WIP report + +Accessing the Filter Window, the company and date ranges can be applied. Data is updated in the Data Window as changes are applied. + +Within the Data Window, columns of information are accessible. The label at the top of each column can be selected by hovering over the column heading and clicking. This will sort the data by this column in an ascending or descending fashion. As well, the open data entry field immediately below the column can be used to further refine by filtering the data. The following example demonstrates data that has been sorted in ascending order by total (orange) and has been filtered for the year 2018 (blue). + +WIP report \ No newline at end of file diff --git a/foundation/www/docs/user/manual/en/selling/selling-reports/sales-funnel-report.md b/foundation/www/docs/user/manual/en/selling/selling-reports/sales-funnel-report.md new file mode 100644 index 00000000..784f096a --- /dev/null +++ b/foundation/www/docs/user/manual/en/selling/selling-reports/sales-funnel-report.md @@ -0,0 +1,9 @@ +# Sales Funnel Report + +The sales funnel report provides sales generation analysis. This demonstrates the progression stages of the sales process. There are four stages for leads to be generated into Sales Orders. These stages are: Active Leads/Customers, Opportunities, Quotations and Sales orders. + +The report has two windows. The first window is the Date Selection Window. The second window is the Graph Window. + +Sales Funnel + +Once a date range has been selected, the graph is updated, the graph reflects the changes and the associated with the associated labels. \ No newline at end of file diff --git a/foundation/www/docs/user/manual/en/stock/articles/index.txt b/foundation/www/docs/user/manual/en/stock/articles/index.txt index 4875de51..9b6be7d8 100755 --- a/foundation/www/docs/user/manual/en/stock/articles/index.txt +++ b/foundation/www/docs/user/manual/en/stock/articles/index.txt @@ -1,3 +1,4 @@ +sales-return-use-cases allow-over-delivery-billing-against-sales-order-upto-certain-limit auto-creation-of-material-request depreciation-entry diff --git a/foundation/www/docs/user/manual/en/stock/articles/sales-return-use-cases.md b/foundation/www/docs/user/manual/en/stock/articles/sales-return-use-cases.md new file mode 100644 index 00000000..9ad81639 --- /dev/null +++ b/foundation/www/docs/user/manual/en/stock/articles/sales-return-use-cases.md @@ -0,0 +1,33 @@ +# Sales Return Management + +In an event of Sales Return, the following adjustment pertaining to stock and accounting can be handled in multiple ways. Let's check what stock and accounts posting would be posted based on the Sales Return adjustment. + +### Return Without Payment + +If a customer request for the returns even before processing a payment, then you can simply: + +1. Cancel the Sales Invoice. +2. Create a Sales Return against a Delivery Note + +If your statutory laws don't allow you to cancel the Sales Invoice, you can create a Credit Note against a Sales Invoice as well. + +### Paid Sales Invoice - Adjustment via Credit Note + +This is a scenario where the customer purchased an item from you for which Sales Invoice as submitted, and also paid. + +1. Create a Credit Note against a Sales Invoice. +2. In the Sales Invoice, check field "Is Paid". Ensure that Payment Account / Mode of Payment is selected in the relevant table. +3. If you wish to also return items via Sales Invoice itself, check field "Update Stock". +4. Save and Submit Credit Note. + +Create Shareholder + +As per this entry, the sold items will be accepted back in your Warehouse. Also, the payment received from the Customer will be reversed. + +After the Credit Note creation, the Outstanding Balance of Sales Invoice will turn negative. This will give you scope to adjust this Sales Invoice (with a negative balance) to adjust against the future outstanding Sales Invoice. + +### Unpaid Sales Invoice - Credit Note + +In the case of Sales Return where the customer didn't process any payment, you can simply create a Credit Note. On creation of Credit Note, Outstanding of the Sales Invoice will become negative. + +For the Adjustment of stock, you can create a Sales Return against Delivery Note or in the Credit Note itself, check field "Update Stock". \ No newline at end of file