mirror of
https://github.com/erpnext/foundation.git
synced 2026-10-17 02:10:45 +02:00
[docs]
This commit is contained in:
Rushabh Mehta
@@ -1,4 +1,6 @@
|
||||
<!-- add-breadcrumbs -->
|
||||
# Global Search
|
||||
|
||||
Global-search.md
|
||||
|
||||
|
||||
@@ -9,9 +11,9 @@ Global Search helps users find information quickly. It’s located in the upper
|
||||
|
||||
### Using Awesome bar for Global Search.
|
||||
|
||||
<img alt="Global Search" class="screenshot" src="{{docs_base_url}}/assets/img/articles/Global Search .gif">
|
||||
<img alt="Global Search" class="screenshot" src="/docs/assets/img/articles/Global Search .gif">
|
||||
|
||||
### Enable Global Search for fields in a Doctype.
|
||||
|
||||
<img alt="Global Search" class="screenshot" src="{{docs_base_url}}/assets/img/articles/Enable Global Search .gif">
|
||||
<img alt="Global Search" class="screenshot" src="/docs/assets/img/articles/Enable Global Search .gif">
|
||||
|
||||
|
||||
@@ -1,10 +1,12 @@
|
||||
<!-- add-breadcrumbs -->
|
||||
# Adding Attachments To Outgoing Messages
|
||||
|
||||
#Adding Attachments to Outgoing Messages
|
||||
|
||||
ERPNext has in-built file manager. Click [here]({{docs_base_url}}/user/videos/learn/file-manager.html) to learn more on how attachments are managed in ERPNext.
|
||||
ERPNext has in-built file manager. Click [here](/docs/user/videos/learn/file-manager.html) to learn more on how attachments are managed in ERPNext.
|
||||
|
||||
If you have file attached to the document (say Purchase Order), and same file needs to be emailed as attachment, following is how you can achieve it.
|
||||
|
||||
<img alt="Emailing Attachments" class="screenshot" src="{{docs_base_url}}/assets/img/articles/email-file-attachment.gif">
|
||||
<img alt="Emailing Attachments" class="screenshot" src="/docs/assets/img/articles/email-file-attachment.gif">
|
||||
|
||||
<!-- markdown -->
|
||||
@@ -1,4 +1,6 @@
|
||||
<!-- add-breadcrumbs -->
|
||||
# Adding File As A Attachment
|
||||
|
||||
#Adding File as a Attachment
|
||||
|
||||
ERPNext allows to attach files with documents. User with a read permission on particular document will also be able to access files attached with it.
|
||||
@@ -9,11 +11,11 @@ There are several ways to attach file to the document.
|
||||
|
||||
####From Browser
|
||||
|
||||
<img alt="Sales Order File Attachment" class="screenshot" src="{{docs_base_url}}/assets/img/articles/attach-file-1.gif">
|
||||
<img alt="Sales Order File Attachment" class="screenshot" src="/docs/assets/img/articles/attach-file-1.gif">
|
||||
|
||||
####By drag and drop
|
||||
|
||||
<img alt="Sales Order File Attachment" class="screenshot" src="{{docs_base_url}}/assets/img/articles/attach-file-2.gif">
|
||||
<img alt="Sales Order File Attachment" class="screenshot" src="/docs/assets/img/articles/attach-file-2.gif">
|
||||
|
||||
Click on Attach to browse and select the file.
|
||||
|
||||
@@ -21,11 +23,11 @@ Click on Attach to browse and select the file.
|
||||
|
||||
If you use separate server for files, or use online service like Dropbox, you can attach file by providing link of a particular file.
|
||||
|
||||
<img alt="Sales Order Select File" class="screenshot" src="{{docs_base_url}}/assets/img/articles/attach-file-3.gif">
|
||||
<img alt="Sales Order Select File" class="screenshot" src="/docs/assets/img/articles/attach-file-3.gif">
|
||||
|
||||
`For hosted users, limit of 5 MB is applied on file size.`
|
||||
|
||||
To ensure there are not many files attached to a document, which can affect your accounts performance, you can set limit as how many files can be attached to a particular document. Click [here]({{docs_base_url}}/user/manual/en/customize-erpnext/articles/increase-max-attachments.html) to learn more about it.
|
||||
To ensure there are not many files attached to a document, which can affect your accounts performance, you can set limit as how many files can be attached to a particular document. Click [here](/docs/user/manual/en/customize-erpnext/articles/increase-max-attachments.html) to learn more about it.
|
||||
|
||||
####File Manager
|
||||
|
||||
|
||||
@@ -1,4 +1,6 @@
|
||||
<!-- add-breadcrumbs -->
|
||||
# Bulk Rename
|
||||
|
||||
#Bulk Rename
|
||||
|
||||
Using renaming tool, you can to rectify/change multiple document ids at once. This tool is only accessible to the User who has System Manager role assigned.
|
||||
@@ -11,7 +13,7 @@ You can rename ids of upto 500 records at a time. Following are step to bulk ren
|
||||
|
||||
In a spreadsheet file, enter old Item IDs in the first column, and new Item Ids in the second column. Save spreadsheet file in a CSV format.
|
||||
|
||||
<img alt="Data File" class="screenshot" src="{{docs_base_url}}/assets/img/articles/rename-docs-1.png">
|
||||
<img alt="Data File" class="screenshot" src="/docs/assets/img/articles/rename-docs-1.png">
|
||||
|
||||
#### Step 2: Upload Data File
|
||||
|
||||
@@ -21,7 +23,7 @@ To upload data file go to,
|
||||
|
||||
Select DocType which you want to rename. Here DocType will be Item. Then Browse and Upload data file.
|
||||
|
||||
|
||||
|
||||
|
||||
{next}
|
||||
|
||||
|
||||
@@ -1,9 +1,11 @@
|
||||
<!-- add-breadcrumbs -->
|
||||
# Check Link Between Documents
|
||||
|
||||
#Checking Link Between Documents
|
||||
|
||||
Links option shows one document is linked to which other documents. Check Menu for the Links options.
|
||||
|
||||
<img alt="Cancel Doc" class="screenshot" src="{{docs_base_url}}/assets/img/articles/links-1.gif">
|
||||
<img alt="Cancel Doc" class="screenshot" src="/docs/assets/img/articles/links-1.gif">
|
||||
|
||||
####Scenario
|
||||
|
||||
@@ -19,6 +21,6 @@ If I check Links in the Purchase Receipt, will it list Purchase Order from which
|
||||
|
||||
Links only shows forward linkages. For the backward links, you should check current document itself. In the Purchase Receipt Item table table, you can check which Purchase Order it is linked to.
|
||||
|
||||
<img alt="Cancel Doc" class="screenshot" src="{{docs_base_url}}/assets/img/articles/links-2.gif">
|
||||
<img alt="Cancel Doc" class="screenshot" src="/docs/assets/img/articles/links-2.gif">
|
||||
|
||||
<!-- markdown -->
|
||||
@@ -1,4 +1,6 @@
|
||||
<!-- add-breadcrumbs -->
|
||||
# Delete Submitted Document
|
||||
|
||||
#Delete Submitted Document
|
||||
|
||||
To be able to delete Submitted document, you should first Cancel. Once canceled, you can delete that document from Menu or from the List View of that Document Type.
|
||||
@@ -13,18 +15,18 @@ Following are step to delete submitted documents.
|
||||
|
||||
You will find option to Cancel in the submitted document. If document is at draft stage, it can delete directly. Also if document is not submittable, but only save, it can be deleted directly.
|
||||
|
||||
<img alt="Cancel Doc" class="screenshot" src="{{docs_base_url}}/assets/img/articles/delete-submitted-doc-1.png">
|
||||
<img alt="Cancel Doc" class="screenshot" src="/docs/assets/img/articles/delete-submitted-doc-1.png">
|
||||
|
||||
####Step 2: Delete Document
|
||||
|
||||
After cancellation, go to Menu and click on Delete.
|
||||
|
||||
<img alt="Delete Doc" class="screenshot" src="{{docs_base_url}}/assets/img/articles/delete-submitted-doc-2.png">
|
||||
<img alt="Delete Doc" class="screenshot" src="/docs/assets/img/articles/delete-submitted-doc-2.png">
|
||||
|
||||
####Step 3: Deleting from List
|
||||
|
||||
For bulk deletion, you can select multiple Cancelled records and delete at once from the List View.
|
||||
|
||||
<img alt="Delete Doc from List" class="screenshot" src="{{docs_base_url}}/assets/img/articles/delete-submitted-doc-3.gif">
|
||||
<img alt="Delete Doc from List" class="screenshot" src="/docs/assets/img/articles/delete-submitted-doc-3.gif">
|
||||
|
||||
<!-- markdown -->
|
||||
@@ -1,4 +1,6 @@
|
||||
<!-- add-breadcrumbs -->
|
||||
# Duplicate Record
|
||||
|
||||
#Duplicate a Record
|
||||
|
||||
Duplicate feature helps you to copy values of existing document into new document.
|
||||
@@ -11,6 +13,6 @@ You will find Copy option under:
|
||||
|
||||
`Menu > Copy`
|
||||
|
||||
<img alt="Duplicate" class="screenshot" src="{{docs_base_url}}/assets/img/articles/duplicate.gif">
|
||||
<img alt="Duplicate" class="screenshot" src="/docs/assets/img/articles/duplicate.gif">
|
||||
|
||||
<!-- markdown -->
|
||||
@@ -1,2 +1,4 @@
|
||||
<!-- add-breadcrumbs -->
|
||||
# Articles
|
||||
|
||||
{index}
|
||||
@@ -1,4 +1,6 @@
|
||||
<!-- add-breadcrumbs -->
|
||||
# Merging Documents
|
||||
|
||||
#Merging Documents
|
||||
|
||||
For a document, if you have two records which are identical, and meant for common purpose, you can merge them into one record.
|
||||
@@ -13,7 +15,7 @@ Following are step to merge documents. Let's assume we are merging two Accounts.
|
||||
|
||||
For an Account to be merged, click on the "Rename" option.
|
||||
|
||||
<img alt="Sales Order File Attachment" class="screenshot" src="{{docs_base_url}}/assets/img/articles/merge-docs-1.png">
|
||||
<img alt="Sales Order File Attachment" class="screenshot" src="/docs/assets/img/articles/merge-docs-1.png">
|
||||
|
||||
#### Step 3: Merge Account
|
||||
|
||||
@@ -21,7 +23,7 @@ In the New Name field, enter another account name with which this account will b
|
||||
|
||||
Following is how the merged account will appear in the Chart of Accounts master.
|
||||
|
||||
<img alt="Sales Order File Attachment" class="screenshot" src="{{docs_base_url}}/assets/img/articles/merge-docs-2.gif">
|
||||
<img alt="Sales Order File Attachment" class="screenshot" src="/docs/assets/img/articles/merge-docs-2.gif">
|
||||
|
||||
###Effect of Merging
|
||||
|
||||
|
||||
@@ -1,11 +1,13 @@
|
||||
<!-- add-breadcrumbs -->
|
||||
# Pos View
|
||||
|
||||
#POS View
|
||||
|
||||
POS (point of sale) view renders form in a different layout, optimized for the quick selection of items. This view has primarily been designed for the retail business.
|
||||
|
||||
Using POS View, you can only create Sales Invoice, without switching to standard form view. For other transactions, like Sales Order, Delivery Note, Purchase Order, Purchase Receipt etc., POS View is only used for Item selection. For entering other values in the transaction, you should switch to form view.
|
||||
|
||||
<img alt="POS View" class="screenshot" src="{{docs_base_url}}/assets/img/articles/pos-view.gif">
|
||||
<img alt="POS View" class="screenshot" src="/docs/assets/img/articles/pos-view.gif">
|
||||
|
||||
For creating POS Invoice, check following help video.
|
||||
|
||||
|
||||
@@ -1,4 +1,6 @@
|
||||
<!-- add-breadcrumbs -->
|
||||
# Renaming Documents
|
||||
|
||||
#Renaming a Document
|
||||
|
||||
Using Renaming feature, you can change ID of a master documents like Item, Warehouse, Accounts etc. Following are the steps to rename Item Code. Following same steps, you can rename other masters as well.
|
||||
@@ -9,7 +11,7 @@ Using Renaming feature, you can change ID of a master documents like Item, Wareh
|
||||
|
||||
#### 2. Rename
|
||||
|
||||
<img alt="Renamed Item" class="screenshot" src="{{docs_base_url}}/assets/img/articles/rename-a-doc.gif">
|
||||
<img alt="Renamed Item" class="screenshot" src="/docs/assets/img/articles/rename-a-doc.gif">
|
||||
|
||||
###Effect of Renaming
|
||||
|
||||
@@ -17,8 +19,8 @@ Renaming document affects existing transaction where this record is selected. Co
|
||||
|
||||
###See Also
|
||||
|
||||
1. [Bulk Renaming]({{docs_base_url}}/user/manual/en/using-erpnext/articles/bulk-rename.html)
|
||||
2. [Document Merging]({{docs_base_url}}/user/manual/en/using-erpnext/articles/merging-documents.html)
|
||||
1. [Bulk Renaming](/docs/user/manual/en/using-erpnext/articles/bulk-rename.html)
|
||||
2. [Document Merging](/docs/user/manual/en/using-erpnext/articles/merging-documents.html)
|
||||
|
||||
**List of Renamable Documents**
|
||||
|
||||
|
||||
@@ -1,4 +1,6 @@
|
||||
<!-- add-breadcrumbs -->
|
||||
# Search Filter
|
||||
|
||||
#Search Filter
|
||||
|
||||
Search Filter option allow user to filter records based on value in the specific field of that document. Search Filters are available on the List View of Document Type and in the Report Builder.
|
||||
@@ -9,20 +11,20 @@ Each filter option has three fields.
|
||||
|
||||
Select field of the document based on which you wish to filter records.
|
||||
|
||||
<img alt="Search Filter Field" class="screenshot" src="{{docs_base_url}}/assets/img/articles/search-filter-field.gif">
|
||||
<img alt="Search Filter Field" class="screenshot" src="/docs/assets/img/articles/search-filter-field.gif">
|
||||
|
||||
|
||||
#### Based On
|
||||
|
||||
With Field, you will provide a value. In the based on field, you can define a criterion that when filter should be applied in record. It will be when value define for the field if filter is:
|
||||
|
||||
<img alt="Search Filter Based On" class="screenshot" src="{{docs_base_url}}/assets/img/articles/search-filter-based-on.gif">
|
||||
<img alt="Search Filter Based On" class="screenshot" src="/docs/assets/img/articles/search-filter-based-on.gif">
|
||||
|
||||
#### Value
|
||||
|
||||
A value should be entered in this field based on while records will be filtered. After filter is applied, records will be filtered based on it. And filter will shrunk under one field/button.
|
||||
|
||||
<img alt="Search Filter Based On" class="screenshot" src="{{docs_base_url}}/assets/img/articles/search-filter-result.png">
|
||||
<img alt="Search Filter Based On" class="screenshot" src="/docs/assets/img/articles/search-filter-result.png">
|
||||
|
||||
|
||||
You can apply multiple filters at a time. To remove specific filter, just click on cancelled (X) sign ahead of it.
|
||||
@@ -31,6 +33,6 @@ You can apply multiple filters at a time. To remove specific filter, just click
|
||||
|
||||
From the list views, you can also apply filters by clicking on the Status field.
|
||||
|
||||
<img alt="Renamed Item" class="screenshot" src="{{docs_base_url}}/assets/img/articles/search-filter-auto.gif">
|
||||
<img alt="Renamed Item" class="screenshot" src="/docs/assets/img/articles/search-filter-auto.gif">
|
||||
|
||||
<!-- markdown -->
|
||||
|
||||
@@ -1,7 +1,9 @@
|
||||
<!-- add-breadcrumbs -->
|
||||
# Tree Master Renaming
|
||||
|
||||
#Tree Master Renaming
|
||||
|
||||
There are various master which are maintained in tree structure. Click [here]({{docs_base_url}}/user/manual/en/setting-up/articles/managing-tree-structure-masters.html) to learn more about tree structured masters in ERPNext.
|
||||
There are various master which are maintained in tree structure. Click [here](/docs/user/manual/en/setting-up/articles/managing-tree-structure-masters.html) to learn more about tree structured masters in ERPNext.
|
||||
|
||||
Following are the steps to be followed for renaming ID of a master which is maintained in tree structure. Let's rename an Account for the instance.
|
||||
|
||||
@@ -13,12 +15,12 @@ Following are the steps to be followed for renaming ID of a master which is main
|
||||
|
||||
When click on the Account, you will find Rename option.
|
||||
|
||||
<img alt="Account" class="screenshot" src="{{docs_base_url}}/assets/img/articles/rename-account.png">
|
||||
<img alt="Account" class="screenshot" src="/docs/assets/img/articles/rename-account.png">
|
||||
|
||||
#### Step 2: Rename Account
|
||||
|
||||
On clicking Rename, you will get field to enter New Name. After entering new name for the Account, click on the "Rename" button.
|
||||
|
||||
<img alt="Renamed Account" class="screenshot" src="{{docs_base_url}}/assets/img/articles/rename-account-2.gif">
|
||||
<img alt="Renamed Account" class="screenshot" src="/docs/assets/img/articles/rename-account-2.gif">
|
||||
|
||||
<!-- markdown -->
|
||||
@@ -1,4 +1,6 @@
|
||||
<!-- add-breadcrumbs -->
|
||||
# Assignment
|
||||
|
||||
Assign To feature in ERPNext allows you to allocate particular document to specific user, whom needs to further work on that document.
|
||||
|
||||
For example, if Sales Order needs to be approved/submitted by Sales Manager, first draft user can allocate that Sales Order to Sales Manager. On allocating document to Sales Manager, it will be added to that user's ToDo list. Same way, allocation can also be done to Material User and Account user who needs to create Delivery Note and Sales Invoice respectively against this Sales Note.
|
||||
@@ -11,13 +13,13 @@ Following are the steps to assign document to another user.
|
||||
|
||||
Assign to option is located at the footer of document. Clicking on Assignment Icon on the tool bar will fast-forward you to footer of same document.
|
||||
|
||||
<img class="screenshot" alt="Assign" src="{{docs_base_url}}/assets/img/collaboration-tools/assign-1.png">
|
||||
<img class="screenshot" alt="Assign" src="/docs/assets/img/collaboration-tools/assign-1.png">
|
||||
|
||||
#### Step 2: Assign to User
|
||||
|
||||
In the Assign To section, you will find option to select User to whom this document will be assigned to. You can assign one document to multiple people at a time.
|
||||
|
||||
<img class="screenshot" alt="Assign" src="{{docs_base_url}}/assets/img/collaboration-tools/assign-2.png">
|
||||
<img class="screenshot" alt="Assign" src="/docs/assets/img/collaboration-tools/assign-2.png">
|
||||
|
||||
With assignment, you can also leave a comment for the review of assignee.
|
||||
|
||||
@@ -25,13 +27,13 @@ With assignment, you can also leave a comment for the review of assignee.
|
||||
|
||||
This transaction will appear in the To-do list of the user in “Todo” section.
|
||||
|
||||
<img class="screenshot" alt="Assign" src="{{docs_base_url}}/assets/img/collaboration-tools/assign-3.png">
|
||||
<img class="screenshot" alt="Assign" src="/docs/assets/img/collaboration-tools/assign-3.png">
|
||||
|
||||
####Removing Assignment
|
||||
|
||||
User will be able to remove assignment by clicking on "Assignment Completed" button in the document.
|
||||
|
||||
<img class="screenshot" alt="Assign" src="{{docs_base_url}}/assets/img/collaboration-tools/assign-4.png">
|
||||
<img class="screenshot" alt="Assign" src="/docs/assets/img/collaboration-tools/assign-4.png">
|
||||
|
||||
Once assignment is set as completed, the Status of its ToDo record will be set as Closed.
|
||||
|
||||
|
||||
@@ -1,9 +1,11 @@
|
||||
<!-- add-breadcrumbs -->
|
||||
# Calendar
|
||||
|
||||
The Calendar is a tool where you can create and share Events and also see auto-generated events from the system.
|
||||
|
||||
You can switch calendar view based on Month, Week and Day.
|
||||
|
||||
<img class="screenshot" alt="Calendar" src="{{docs_base_url}}/assets/img/collaboration-tools/calendar-1.png">
|
||||
<img class="screenshot" alt="Calendar" src="/docs/assets/img/collaboration-tools/calendar-1.png">
|
||||
|
||||
### Creating Events in Calendar
|
||||
|
||||
@@ -13,7 +15,7 @@ To create event manually, you should first determine Calendar View. If Event's s
|
||||
|
||||
This view will 24 hours of a day broken in various slots. You should click on slot for Event Start Time, and drag it down till you reach event end time.
|
||||
|
||||
<img class="screenshot" alt="Calendar" src="{{docs_base_url}}/assets/img/collaboration-tools/calendar-2.gif">
|
||||
<img class="screenshot" alt="Calendar" src="/docs/assets/img/collaboration-tools/calendar-2.gif">
|
||||
|
||||
Based on the selection of time slot, Start Time and End Time will be updated in the Event master. Then you can set subject for an event, and save it.
|
||||
|
||||
@@ -21,7 +23,7 @@ Based on the selection of time slot, Start Time and End Time will be updated in
|
||||
|
||||
In the Lead form, you will find a field called Next Contact By and Next Contact Date. Event will be auto created for date and person specified in this field.
|
||||
|
||||
<img class="screenshot" alt="Lead Event" src="{{docs_base_url}}/assets/img/collaboration-tools/calendar-3.png">
|
||||
<img class="screenshot" alt="Lead Event" src="/docs/assets/img/collaboration-tools/calendar-3.png">
|
||||
|
||||
#### Birthday Event
|
||||
|
||||
@@ -32,7 +34,7 @@ Birthday Event is created based on Date of Birth specified in the Employee maste
|
||||
You can set events as recurring in specific interval by Checking the "Repeat This
|
||||
Event".
|
||||
|
||||
<img class="screenshot" alt="Calendar Recurring Event" src="{{docs_base_url}}/assets/img/collaboration-tools/calendar-4.png">
|
||||
<img class="screenshot" alt="Calendar Recurring Event" src="/docs/assets/img/collaboration-tools/calendar-4.png">
|
||||
|
||||
### Event Reminders
|
||||
|
||||
@@ -42,7 +44,7 @@ There are two ways you can receive email reminder for an event.
|
||||
|
||||
In the Event master, checking "Send an email reminder in the morning" will trigger notification email to all the participants for this event.
|
||||
|
||||
<img class="screenshot" alt="Calendar Recurring Event" src="{{docs_base_url}}/assets/img/collaboration-tools/calendar-6.png">
|
||||
<img class="screenshot" alt="Calendar Recurring Event" src="/docs/assets/img/collaboration-tools/calendar-6.png">
|
||||
|
||||
#### Create Email Digest
|
||||
|
||||
@@ -52,6 +54,6 @@ Email Digest can be set from:
|
||||
|
||||
`Setup > Email > Email Digest`
|
||||
|
||||
<img class="screenshot" alt="Calendar Recurring Event" src="{{docs_base_url}}/assets/img/collaboration-tools/calender-email-digest.png">
|
||||
<img class="screenshot" alt="Calendar Recurring Event" src="/docs/assets/img/collaboration-tools/calender-email-digest.png">
|
||||
|
||||
{next}
|
||||
|
||||
@@ -1,4 +1,6 @@
|
||||
<!-- add-breadcrumbs -->
|
||||
# Chat
|
||||
|
||||
You can send and receive messages from the system by using the Messages tool.
|
||||
|
||||
`Explore > Tools > Chat`
|
||||
@@ -6,10 +8,10 @@ You can send and receive messages from the system by using the Messages tool.
|
||||
If you send a message to a user, and the user is logged in, it will appear as a popup message and the unread messages counter in the top toolbar will be
|
||||
updated.
|
||||
|
||||
<img class="screenshot" alt="Assign" src="{{docs_base_url}}/assets/img/collaboration-tools/chat-1.png">
|
||||
<img class="screenshot" alt="Assign" src="/docs/assets/img/collaboration-tools/chat-1.png">
|
||||
|
||||
You can choose to send message to all the users, or to specific user.
|
||||
|
||||
<img class="screenshot" alt="Assign" src="{{docs_base_url}}/assets/img/collaboration-tools/chat-2.png">
|
||||
<img class="screenshot" alt="Assign" src="/docs/assets/img/collaboration-tools/chat-2.png">
|
||||
|
||||
{next}
|
||||
|
||||
@@ -1,25 +1,27 @@
|
||||
<!-- add-breadcrumbs -->
|
||||
# Collaborating Around Forms
|
||||
|
||||
Following are the tools in each document using which you can collaborate with other Users in your ERPNext account.
|
||||
|
||||
### Assigned to
|
||||
|
||||
If some document requires an action from User, you can Assign that document to that User. On assignment, User to whom document is assigned is intimated via email. To learn about Assign To feature, [click here.]({{docs_base_url}}/user/manual/en/using-erpnext/assignment.html)
|
||||
If some document requires an action from User, you can Assign that document to that User. On assignment, User to whom document is assigned is intimated via email. To learn about Assign To feature, [click here.](/docs/user/manual/en/using-erpnext/assignment.html)
|
||||
|
||||
### Comments
|
||||
|
||||
Comments are a great way to add information about a transaction that is not a
|
||||
part of the transactions. Like some background information etc.
|
||||
|
||||
<img class="screenshot" alt="Assign" src="{{docs_base_url}}/assets/img/collaboration-tools/comments-1.png">
|
||||
<img class="screenshot" alt="Assign" src="/docs/assets/img/collaboration-tools/comments-1.png">
|
||||
|
||||
###Share
|
||||
|
||||
You can share document with the specific User. If Document is shared with the specific User, he/she will be able to access it, even if that User doesn't have permission to access that document or Document Type.
|
||||
|
||||
<img class="screenshot" alt="Assign" src="{{docs_base_url}}/assets/img/collaboration-tools/share-1.gif">
|
||||
<img class="screenshot" alt="Assign" src="/docs/assets/img/collaboration-tools/share-1.gif">
|
||||
|
||||
### Tags
|
||||
|
||||
[Read more about Tags]({{docs_base_url}}/user/manual/en/using-erpnext/tags.html)
|
||||
[Read more about Tags](/docs/user/manual/en/using-erpnext/tags.html)
|
||||
|
||||
{next}
|
||||
|
||||
@@ -1,4 +1,6 @@
|
||||
<!-- add-breadcrumbs -->
|
||||
# Document Versioning
|
||||
|
||||
#Document Versioning
|
||||
|
||||
The document versioning feature allows you to track all the changes made in the form over the period. It will be very helpful in audit trial to check which user edited what value, and when exactly.
|
||||
@@ -7,16 +9,16 @@ The document versioning feature allows you to track all the changes made in the
|
||||
|
||||
Document Versioning can be enabled for one Document Type as a time. Let's assume that we need to enable it from Purchase Order. Then, we will check Customize Form tool for Purchase Order and check field `Track Changes`. With this, document versioning will be enabled for all the Purchase Orders create and edited hence forth.
|
||||
|
||||
<img class="screenshot" alt="Enable Versioning" src="{{docs_base_url}}/assets/img/collaboration-tools/enable-versioning.png">
|
||||
<img class="screenshot" alt="Enable Versioning" src="/docs/assets/img/collaboration-tools/enable-versioning.png">
|
||||
|
||||
####Version Log
|
||||
|
||||
Following is link of version in a Purchase Order form. Each time a document is edited, a version's link will be added in that document. To check more details on specific version, click on it's link.
|
||||
|
||||
<img class="screenshot" alt="Version Links" src="{{docs_base_url}}/assets/img/collaboration-tools/version-links.png">
|
||||
<img class="screenshot" alt="Version Links" src="/docs/assets/img/collaboration-tools/version-links.png">
|
||||
|
||||
####Version Details
|
||||
|
||||
In the Version document, you will find log of all the fields and values changes in it.
|
||||
|
||||
<img class="screenshot" alt="Version Details" src="{{docs_base_url}}/assets/img/collaboration-tools/version-details.png">
|
||||
<img class="screenshot" alt="Version Details" src="/docs/assets/img/collaboration-tools/version-details.png">
|
||||
@@ -1,4 +1,6 @@
|
||||
<!-- add-breadcrumbs -->
|
||||
# Using Erpnext
|
||||
|
||||
We live in an era when people are very comfortable communicating, discussing,
|
||||
asking, assigning work and getting feedback electronically. The Internet acts
|
||||
as a great medium to collaborate on work too. Taking this concept into ERP
|
||||
|
||||
@@ -1,4 +1,6 @@
|
||||
<!-- add-breadcrumbs -->
|
||||
# Notes
|
||||
|
||||
You can store your long notes under this section. It can contain your partner lists, frequently used passwords, terms and conditions, or any other document which needs to be shared. Following are the steps to create new Note.
|
||||
|
||||
`Explore > Note > New`
|
||||
@@ -7,12 +9,12 @@ You can store your long notes under this section. It can contain your partner li
|
||||
|
||||
Enter Title and Context.
|
||||
|
||||
<img class="screenshot" alt="Note New" src="{{docs_base_url}}/assets/img/collaboration-tools/note-1.png">
|
||||
<img class="screenshot" alt="Note New" src="/docs/assets/img/collaboration-tools/note-1.png">
|
||||
|
||||
####Set Permissions to select Users
|
||||
|
||||
To make Note accessible for all, check "Public" under links section. Else you can share it with the specific User by using Share feature.
|
||||
|
||||
<img class="screenshot" alt="Note New" src="{{docs_base_url}}/assets/img/collaboration-tools/share-1.gif">
|
||||
<img class="screenshot" alt="Note New" src="/docs/assets/img/collaboration-tools/share-1.gif">
|
||||
|
||||
{next}
|
||||
|
||||
@@ -1,9 +1,11 @@
|
||||
<!-- add-breadcrumbs -->
|
||||
# Restore Deleted Docs
|
||||
|
||||
#Restore Deleted Documents
|
||||
|
||||
In ERPNext, you can delete a records if not needed. They can be masters like Items, Customer or transactions like Sales Order, Payment Entries etc.
|
||||
|
||||
<img class="screenshot" alt="Delete a Docuemnt" src="{{docs_base_url}}/assets/img/collaboration-tools/delete-a-doc.png">
|
||||
<img class="screenshot" alt="Delete a Docuemnt" src="/docs/assets/img/collaboration-tools/delete-a-doc.png">
|
||||
|
||||
If you have deleted an entry by mistake and wish to restore it back into your ERPNext account.
|
||||
|
||||
@@ -15,18 +17,18 @@ Steps below to restore a deleted document.
|
||||
|
||||
For the list of deleted document, just type Deleted Document in the Search Bar and go to list.
|
||||
|
||||
<img class="screenshot" alt="Deleted Docs List" src="{{docs_base_url}}/assets/img/collaboration-tools/deleted-docs-list.gif">
|
||||
<img class="screenshot" alt="Deleted Docs List" src="/docs/assets/img/collaboration-tools/deleted-docs-list.gif">
|
||||
|
||||
####Step 2: Open Doc and Restore
|
||||
|
||||
Open the document to be restored from the list. Click on Restore button.
|
||||
|
||||
<img class="screenshot" alt="Restored Doc" src="{{docs_base_url}}/assets/img/collaboration-tools/restore-a-doc.png">
|
||||
<img class="screenshot" alt="Restored Doc" src="/docs/assets/img/collaboration-tools/restore-a-doc.png">
|
||||
|
||||
####Step 3: Restored
|
||||
|
||||
Once a document is restored, you will be able to use it for creating entries in your ERPNext account.
|
||||
|
||||
<img class="screenshot" alt="Restored Doc" src="{{docs_base_url}}/assets/img/collaboration-tools/restored-doc.png">
|
||||
<img class="screenshot" alt="Restored Doc" src="/docs/assets/img/collaboration-tools/restored-doc.png">
|
||||
|
||||
> If canceled document is deleted, then it will not be restored.
|
||||
|
||||
@@ -1,10 +1,12 @@
|
||||
<!-- add-breadcrumbs -->
|
||||
# Tags
|
||||
|
||||
Like Assignments and Comments, you can also add your own tags to each type of transactions. These tags can help you search a document and also classify it.
|
||||
|
||||
<img class="screenshot" alt="Assign" src="{{docs_base_url}}/assets/img/collaboration-tools/tags-1.png">
|
||||
<img class="screenshot" alt="Assign" src="/docs/assets/img/collaboration-tools/tags-1.png">
|
||||
|
||||
ERPNext will also show you all the important tags in the document list.
|
||||
|
||||
<img class="screenshot" alt="Assign" src="{{docs_base_url}}/assets/img/collaboration-tools/tags-2.png">
|
||||
<img class="screenshot" alt="Assign" src="/docs/assets/img/collaboration-tools/tags-2.png">
|
||||
|
||||
{next}
|
||||
|
||||
@@ -1,10 +1,12 @@
|
||||
<!-- add-breadcrumbs -->
|
||||
To Do is a simple tool where all the activities [assigned]({{docs_base_url}}/user/manual/en/using-erpnext/assignments.html) to you and assigned by you are listed. You can also add your own to-do items in the list.
|
||||
# To Do
|
||||
|
||||
<img class="screenshot" alt="Assign" src="{{docs_base_url}}/assets/img/collaboration-tools/assign-3.png">
|
||||
To Do is a simple tool where all the activities [assigned](/docs/user/manual/en/using-erpnext/assignments.html) to you and assigned by you are listed. You can also add your own to-do items in the list.
|
||||
|
||||
<img class="screenshot" alt="Assign" src="/docs/assets/img/collaboration-tools/assign-3.png">
|
||||
|
||||
When task is completed, you should simply remove assignment from the assigned document. With this, task will be removed from your Todo list as well. For Todo which are not assigned via document, you can set their status as Closed from the Todo master itself.
|
||||
|
||||
<img class="screenshot" alt="Assign" src="{{docs_base_url}}/assets/img/collaboration-tools/assign-4.png">
|
||||
<img class="screenshot" alt="Assign" src="/docs/assets/img/collaboration-tools/assign-4.png">
|
||||
|
||||
{next}
|
||||
|
||||
Reference in New Issue
Block a user