diff --git a/foundation/www/docs/assets/img/manufacturing/open-work-order.png b/foundation/www/docs/assets/img/manufacturing/open-work-order.png new file mode 100644 index 00000000..f59eaf71 Binary files /dev/null and b/foundation/www/docs/assets/img/manufacturing/open-work-order.png differ diff --git a/foundation/www/docs/assets/img/manufacturing/wip-report.png b/foundation/www/docs/assets/img/manufacturing/wip-report.png new file mode 100644 index 00000000..bc200278 Binary files /dev/null and b/foundation/www/docs/assets/img/manufacturing/wip-report.png differ diff --git a/foundation/www/docs/assets/img/selling/acquisition-and-loyalty-1.png b/foundation/www/docs/assets/img/selling/acquisition-and-loyalty-1.png new file mode 100644 index 00000000..860145d9 Binary files /dev/null and b/foundation/www/docs/assets/img/selling/acquisition-and-loyalty-1.png differ diff --git a/foundation/www/docs/assets/img/selling/acquisition-and-loyalty.png b/foundation/www/docs/assets/img/selling/acquisition-and-loyalty.png new file mode 100644 index 00000000..3adc08b5 Binary files /dev/null and b/foundation/www/docs/assets/img/selling/acquisition-and-loyalty.png differ 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/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/articles/sales-analytics.md b/foundation/www/docs/user/manual/en/selling/sales-analytics.md similarity index 100% rename from foundation/www/docs/user/manual/en/selling/articles/sales-analytics.md rename to foundation/www/docs/user/manual/en/selling/sales-analytics.md 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