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#C-Form
C-Form functionality is only applicable for Indian customers.
**What is C-Form?**
C-Form is issued by the Customer. If Customer Issues C-Form, supplier applies discounted CST (central sales tax) in the invoice. C-Form is only applicable on the inter-state transactions.
C-Form functionality in ERPNext allows Supplier to update C-Form No. as received from Customer in the submitted Sales Invoice. Also you can create report on Sales Invoice and track invoices for which C-Form has not yet been received from Customer.
Following are step to manage C-Form related sales in ERPNext.
####Set C-Form Applicability
While creating Sales invoice for the customer, set C-Form applicability in Sales Invoice. In More Info section of Sales Invoice, set field called **Is C-Form Applicable** as **Yes**. Bydefault, this field will have No for a value.
![C-form](/docs/assets/img/articles/Selection_0028c9f9a.png)
Updating this field as Yes will allow you to pull this Sales Invoice in the C-Form Tool, and update C-Form No. as received from the Customer.
####Create C-Form Record
After receiving C-Form from your Customer, you should update that C-Form no. in the Sales Invoice by creating C-Form record.
Go to `Accounts > Setup > C-Form > New`
Enter details like C-Form No, Received Date, State and Amount etc. Select Customer and pull related Sales Invoices under provided table.
![New C-Form](/docs/assets/img/articles/Selection_020f01c1e.png)
####Save & Submit C-Form
After entering details, save and submit C-Form record. On save system will generate C-Form record and on submission update that C-Form No. in the Sales Invoice.
![C-Form](/docs/assets/img/articles/Selection_02178f9d6.png)
C-Form serial no will be updated in related invoice under the field 'C-Form No'.
![C-Form No](/docs/assets/img/articles/Selection_022b7c6d5.png)
####Tracking Pending Invoice for C-Form
To track invoices for which C-Form has not yet been received from Customer, you can create custom report on Sales Invoice. In this report, you can filter invoices which doesn't have C-Form updated in them yet, and followup with the customer accordingly.
![C-Form Report](/docs/assets/img/articles/Selection_026.png)
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# Common Receivable Account
As per the party model, a common receivable account called **Debtor** is auto-created. This is a default Receivable Account for all the Customers.
<img alt="Role Desk Permission" class="screenshot" src="/docs/assets/img/articles/common-receivable.png">
If needed, you can also create a new receivable account and update in the Customer master.
**Question:** Should I create separate Receivable Account Account for each Customer?
**Answer:** You can, but it's not a recommend approach. If you want to create separate Receivable Account for each Customer for tracking receivable, then it not needed. You still view Account Receivable & General Ledger report for each Customer.
Just like Debtors, for tracking payables, default account called Creditors is created under Account Payables.

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# Freeze an Account
Once an Account is Frozen, you won't be able to use it any accounting transaction. Since this is a critical action, you need to explicitly define a Role who can set an Account as Frozen. You can define this Role in the Account Settings.
`Accounts > Account Settings`
To freeze an Account, go to Chart of Accounts, and edit an Account.
<img class="screenshot" alt="Download Backup" src="/docs/assets/img/articles/freeze-account-1.png">
If User has Role define in the  Account Setting assigned, then he/she will be able to set an Account as Frozen.
<img class="screenshot" alt="Download Backup" src="/docs/assets/img/articles/freeze-account-2.png">

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how-to-freeze-accouting-ledger
manage-foreign-exchange-difference
managing-transactions-in-multiple-currency
fiscal-year-creation
fiscal-year-creation
post-dated-cheque-entry
update-stock-option-in-sales-invoice
what-is-the-differences-of-total-and-valuation-in-tax-and-charges
withdrawing-salary-from-owners-equity-account
adjust-withhold-amount-payment-entry
c-form
common-receivable-account.md
types-in-tax-template
freeze-account

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# Purchase Invoice - Account Type Error
**Question:** On saving the Purchase Invoice, I am getting a validation message that Credit To Account must be a Balance Sheet account.
<img alt="Role Desk Permission" class="screenshot" src="/docs/assets/img/articles/purchase-invoice-account-type.png">
**Answer: **On submission of a Purchase Invoice, payable is updated towards the Supplier. As per the accounting standards, Payable Account is aligned under Current Liability (credit side of Balance Sheet).
The error message indicates that Account selected in the Credit To field doesn't belong to the Liability Group. Please ensure that Payable Account selected in the Purchase Invoice is located under Liability group.

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# Types in Sales and Purchase Tax Template
In the Sales Taxes and Purchase Taxes master, you will find a column called Type. Following a brief on a meaning of each Type and how you can use it.
<img alt="Role Desk Permission" class="screenshot" src="/docs/assets/img/articles/types-in-tax-masters.png">
**Actual:** This allows you to enter expense amount directly. For example, Rs. 500 incurred for Shipping.
**On Net Total:** If you want to apply any tax or charges on Net Total, select this option. For example, 18% GST applied to all the item in the Sales Order.
**On Previous Row Amount:** This option helps you want to calculate tax amount calculated based on another tax amount.
Example: Education Cess is calculated based on the amount of GST tax.
**On Previous Row Total:** For each Tax row, a cumulative tax is calculated in the Total column. For the first row, total tax is calculated as Net Total + Tax amount at first row. If you want to apply a tax on the Total Amount of another tax row, then use this option.
If you select Type as Previous Row Amount or Previous Row Total, then you must also specify a Row No. whose Amount or Total should be considered for the calculation.

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In case of multi-company setup, accounting currency of Party must be same for all the companies.
### Exchange Rates
When dealing with multiple currencies, ERPNext has the Currency Exchange module for managing exchange rates. It allows you to save the exchange rate quotes you require.
For foreign currency transactions, ERPNext checks Currency Exchange for any matching record. If this fails, ERPNext will attempt to get the exchange rate quote from [fixer.io](http://fixer.io). If this still fails, then the exchange rate will have to be entered manually.
#### Exchange Rate Selection
ERPNext automatically fetches the latest exchange rate available.
## Transactions
### Sales Invoice
@@ -51,61 +60,6 @@ In Accounts table, on selection of foreign currency account, system will show Cu
<img class="screenshot" alt="Journal Entry in multi currency" src="/docs/assets/img/accounts/multi-currency/journal-entry-row.png">
#### Example 1: Payment Entry Against Customer With Alternate Currency
Suppose, default currency of the company is INR and customer's accounting currency is USD. Customer made full payment against an outstanding invoice of USD 100. Exchange Rate (USD -> INR) in Sales Invoice was 60.
Exchange Rate in the payment entry should always be same as invoice (60), even if exchange rate on the payment date is 62. The bank account will be credited by the amount considering exchange rate as 62. Hence, Exchnage Gain / Loss will be booked based on exchange rate difference.
<img class="screenshot" alt="Payment Entry" src="/docs/assets/img/accounts/multi-currency/payment-entry.png">
#### Example 2: Inter-bank Transfer (USD -> INR)
Suppose the default currency of the company is INR. You have a Paypal account for which Currency is USD. You receive payments in the paypal account and lets say, paypal transfers amount once in a week to your other bank account which is managed in INR.
Paypal account gets debited on different date with different exchange rate, but on transfer date the exchange rate can be different. Hence, there is generally Exchange Loss / Gain on the transfer entry.
In the bank transfer entry, system sets exchange rate of the credit account (Paypal) based on the average incoming exchange rate. This is to maintain Paypal balance properly in company currency. In case you modify the average exchange rate, you need to adjust the exchange rate manually in the future entries, so that balance in account currency and company currency are in sync.
Then you should calculate and enter Exchange Loss / Gain based on the Paypal exchange rate and the exchange rate on the transfer date.
Lets say, Paypal account debited by following amounts over the week, which has not been transferred to your other bank account.
<table class="table table-bordered">
<thead>
<tr>
<td>Date</td>
<td>Account</td>
<td>Debit (USD)</td>
<td>Exchange Rate</td>
</tr>
</thead>
<tbody>
<tr>
<td>2015-09-02</td>
<td>Paypal</td>
<td>100</td>
<td>60</td>
</tr>
<tr>
<td>2015-09-02</td>
<td>Paypal</td>
<td>100</td>
<td>61</td>
</tr>
<tr>
<td>2015-09-02</td>
<td>Paypal</td>
<td>100</td>
<td>64</td>
</tr>
</tbody>
</table>
Suppose, Exchange Rate on the payment date is 62 and Bank Transfer Entry will be look like below:
<img class="screenshot" alt="Inter Bank Transfer" src="/docs/assets/img/accounts/multi-currency/bank-transfer.png">
## Reports
### General Ledger

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A Request for Quotation is a document that an organization submits to one or more suppliers eliciting quotation for items.
In ERPNext, You can create request for quotation directly by going to:
In ERPNext, You can create Request for Quotation directly by going to:
> Buying > Documents > Request for Quotation > New Request for Quotation
![Request For Quotation](/docs/assets/img/buying/request-for-quotation.png)
After creation of Request for Quotation, there are two ways to generate Supplier Quotation from Request for Quotation.
After creation of request for quotation, there are two ways to generate supplier quotation from request for quotation.
#### For User
__Step 1:__ Open request for quotation and click on make supplier quotation.
__Step 1:__ Open Request for Quotation and click on make Supplier Quotation.
![Request For Quotation](/docs/assets/img/buying/make-supplier-quotation-from-rfq.png)
__Step 2:__ Select supplier and click on make supplier quotation.
__Step 2:__ Select supplier and click on make Supplier Quotation.
![Request For Quotation](/docs/assets/img/buying/supplier-selection-from-rfq.png)
__Step 3:__ System will open the supplier quotation, user has to enter the rate and submit it.
__Step 3:__ System will open the Supplier Quotation, user has to enter the rate and submit it.
![Request For Quotation](/docs/assets/img/buying/supplier-quotation-from-rfq.png)
#### For Supplier
__Step 1:__ User has to create contact or enter Email Address against the supplier on request for quotation.
__Step 1:__ User has to create contact or enter Email Address against the supplier on Request for Quotation.
![Request For Quotation](/docs/assets/img/buying/set-email-id.png)
__Step 2:__ User has to click on send supplier emails button.
![Request For Quotation](/docs/assets/img/buying/send-supplier-emails.png)
* If supplier's user not available: system will create supplier's user and send details to the supplier, supplier will need to click on the link(Password Update) present in the email. After password update supplier can access his portal with the request for quotation form.
* If supplier's user not available: system will create supplier's user and send details to the supplier, supplier will need to click on the link(Password Update) present in the email. After password update supplier can access his portal with the Request for Quotation form.
![Request For Quotation](/docs/assets/img/buying/supplier-password-update-link.png)
* If supplier's user available: system will send request for quotation link to supplier, supplier has to login using his credentials to view request for quotation form on portal.
* If supplier's user available: system will send Request for Quotation link to supplier, supplier has to login using his credentials to view Request for Quotation form on portal.
![Request For Quotation](/docs/assets/img/buying/send-rfq-link.png)
@@ -47,9 +44,12 @@ __Step 3:__ Supplier has to enter amount and notes(payment terms) on the form an
![Request For Quotation](/docs/assets/img/buying/supplier-portal-rfq.png)
__Step 4:__ On submission, system will create supplier quotation(draft mode) against the supplier. User has to review the supplier quotation
and submit it.
More details:-
__Step 4:__ On submission, system will create Supplier Quotation (draft mode) against the supplier. The user has to review the Supplier Quotation
and submit it. When all items from the Request for Quotation have been quoted by a supplier, the status is updated in the Supplier
table of the Request for Quotation.
![Request For Quotation](/docs/assets/img/buying/request-for-quotation.gif)
#### More details
If a supplier indicates that they will not provide a quotation for the item, this can be indicated in the RFQ document by checking the 'No Quote' box after the Request for Quotation has been submitted.
![Request For Quotation](/docs/assets/img/buying/request-for-quotation.gif)

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# Customizing visibility of data in the child table
**Question:** Currently, in the child table (like Item table in Quotation), we can view value in the four columns only. How can we have more values previewed in the child table?
**Answer:** In the version 7, we introduced a feature, editable grid. This allowed the user to add values in the child table without opening dialog box/form for each row.
This is how Quotation Item table renders value when Editable Grid is enabled. It will maximum list four columns in the table.
<img alt="Role Desk Permission" class="screenshot" src="/docs/assets/img/articles/child-1.png">
As per the default setting, only four columns are listed in the child table. Following is how you can add more columns in the editable itself.
For the field to be added as a column in the table, enter a value in the Column field. Also, ensure that "Is List View" property is checked for that field.
<img alt="Role Desk Permission" class="screenshot" src="/docs/assets/img/articles/child-2.png">
Based on the value in the Column field, columns will be added in the child table. Ensure that sum total of value added in the Column field doesn't exceed 10. Based on the Column value, width for that column will be set.
<img alt="Role Desk Permission" class="screenshot" src="/docs/assets/img/articles/child-3.png">
**Switch to Un-editable Grid**
To have more values shown in the preview of Quotation Item table, you can disable Editable Grid for the Quotation Item Doctype. Steps below.
<img alt="Role Desk Permission" class="screenshot" src="/docs/assets/img/articles/child-4.gif">
Once Editable Grid is disabled for the Quotation Item, the following is how values will be rendered in a preview of the Quotation Item table.
<img alt="Role Desk Permission" class="screenshot" src="/docs/assets/img/articles/child-5.png">
To have specific field's value shown in the preview, ensure that for that field, in the Customize Form tool, "In List View" property is checked.
<img alt="Role Desk Permission" class="screenshot" src="/docs/assets/img/articles/child-6.png">

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# Fetching Data from one Document to Another
**Question:** We track Customer's PO No and PO Date field in the Sales Order. To have these values fetched into Sales Invoice as well, we have inserted Custom Field in the Sales Invoice. However, when we create Sales Invoice from the Sales Order, Customer's PO details are not being fetched.
**Answer:** When data is fetched from one transaction to the another transaction, then the mapping of data is done based on the field names. If two transactions have fields with the exact same name, then it's values are mapped.
For example, if you want Customer's PO No. and PO Date to be fetched from Sales Order to Sales Invoice, then you should ensure that Custom Fields added in the Sales Invoice has an exact same field name as in the Sales Order.
Sales Order (standard fields)
<img class="screenshot" alt="Standard fields in Sales Order" src="/docs/assets/img/articles/fetching-1.png">
Sales Invoice (custom fields)
<img class="screenshot" alt="Custom Field in Sales Invoice" src="/docs/assets/img/articles/fetching-2.png">
Since names for the Customer's PO related fields are same in the Sales Order and Sales Invoice, when creating Sales Invoice from the Sales Order, values in these fields are auto-fetched.
<img class="screenshot" alt="Values fetching from Sales Order to Sales Invoice" src="/docs/assets/img/articles/fetching-3.gif">

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set-language
set-precision
user-restriction
maximum-numbers-of-fields-in-a-form
maximum-numbers-of-fields-in-a-form
child-table
fetching-data-from-a-document

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employees-loan-management
leave-calculation-in-salary-slip
leave-calculation-in-salary-slip
working-days-in-salary-slip

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# Working Days Calculation in the Salary Slip
Working Days are shown in the In the Salary Slip. Based on your preference, it may include holidays of the month or it may not. You can define your preference for the Working Days calculation in HR Settings.
`HR > Setup > HR Settings`
If you want to include holidays in the count of Total Working days, then ensure that in the HR Settings, field **Include holidays in Total no. of Working Days** is checked and vice versa.
<img alt="Role Desk Permission" class="screenshot" src="/docs/assets/img/articles/hr-working-days.png">
To learn how to define holidays for your company, check [Holiday List](/user/manual/en/human-resources/holiday-list) feature in the HR module.

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### Inviting Employees for Event
You can invite your employees to attend the event. You can do so by selecting the employees to be invited in the employee table.
By default the status of the employee will be 'Open'.
The system shall notify the employee with status 'Open' by sending a email to the office email address of the employee as mentioned in the employee master if you have selected 'Send Email' checkbox.
The status is changed to 'Invited' when an invitation email is sent to the employee by the system.
When an Employee confirms his/her presence for the event you can change the status to 'Confirmed'.
<img class="screenshot" alt="Employee" src="/docs/assets/img/human-resources/training_event_employee.png">
When you submit the Training Event, a notifcation will be sent to the employee notifying that the Training has been scheduled. This is sent via Email Alert "Training Scheduled". You can modifiy this Email Alert to customize the message.
### Training Result
After compleation of the training Employee Wise training results can be stored based on the Feedback received from the Trainer.
After compleation of the training Employee-wise training results can be stored based on the Feedback received from the Trainer.
<img class="screenshot" alt="Employee" src="/docs/assets/img/human-resources/training_result.png">
When the Training Result is submitted, all the employees will receive an email notifying them that they must share their feedback via "Training Feedback". This is also managed via an Email Alert, so you can customize this alert too.
### Trainig Feedback
### Training Feedback
Collect feedback regarding the event from your Employees using Training Feedback.
Employees can then share their feedback via Training Feedback.
<img class="screenshot" alt="Employee" src="/docs/assets/img/human-resources/training_feedback.png">

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# Capacity Planning based on Production Order
Capacity Planning functionality helps you in tracking production jobs allocated on each Workstation.
<img alt="Role Desk Permission" class="screenshot" src="/docs/assets/img/articles/capacity-1.png">
Follow are the steps to use Capacity Planning Feature in your ERPNext account.
1. Operations
To add operations, go to:
`Manufacturing > Bill of Materials > Operations`
2. Workstation
Add each Workstation in your ERPNext account from:
`Manufacturing > Bill of Materials > Workstation`
In the Workstation master, you can define which operations will be performed on it, what are the cost associated with it, and what are the working hours of that Workstation.
3. Bill of Materials (BOM):
In a BOM, with the list of raw material needed, for manufacturing, you can also list operation and workstations through which those raw materials will be processed.
4. Production Order:
On submission of Production Order, Timesheet for Operations. This helps you allocate production jobs on each Workstation, as well as you can update actual time taken for each Operation.
### Error due to Capacity Planning
**Question:** On Submission of Production Order, we are getting following error message.
<img alt="Role Desk Permission" class="screenshot" src="/docs/assets/img/articles/capacity-2.png">
**Answer: **Please check if you have updated Working Hours in the Workstation master? If not, then please update it and then try to submit Production Order.
On submission of Production Order, Operations (as added in the BOM) are allocated on the workstation. Each operation should start and end on the same day. If a system is not able to schedule that operation in a day, then system request you to divide that Project, so that system can allocate smaller operations in a day.
If you have update working hours in the Workstation, but still getting this issue, that because one of your operation is taking too long, and cannot be completed in a day. Please divide that operation into smaller operations, so that it can be allocated on Workstation and completed on the same day.
### Avoid Working Hours of Workstation
If you want to ignore above validation and allow scheduling of production job beyond the working hours of the Workstation, enable
Overtime in the Manufacturing Settings.
<img alt="Role Desk Permission" class="screenshot" src="/docs/assets/img/articles/capacity-3.png">
If you want to complete disable Capacity Planning feature, in the Manufacturing Settings, check field "Disable Capacity Planning and Time Tracking".

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nested-bom-structure
production-planning-subassembly
valuation-based-on-field-in-bom
valuation-based-on-field-in-bom
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# BOM Replace Tool
Replace BOM is the utility to replace BOM of sub-assembly item, which is already updated in the BOM of Finished Good item.
To use the Production Planning Tool, go to:
> Manufacturing > Tools > BOM Replace Tool
Let's consider a scenario to understand this better.
If company manufactures computers, Bill of Material of its finished item will constitute of:
1. Monitor
1. Key Board
1. Mouse
1. CPU
Out of all the items above, CPU is asembled separately. Hence separate BOM will be created for the CPU. Following are the items from the BOM of CPU.
1. 250 GB Hard Disk
1. Mother Board
1. Processor
1. SMTP
1. DVD player
If we have more items to be added , or existing items to be edited in the BOM of CPU, then we should create new BOM for it.
1. _350 GB Hard Disk_
1. Mother Board
1. Processor
1. SMTP
1. DVD player
To update new BOM updated in the BOM of finished item, where CPU is selected as raw-material, you can use BOM Replace tool.
<img class="screenshot" alt="BOM replace Tool" src="/docs/assets/img/manufacturing/bom-replace-tool.png">
In this tool, you should select Current BOM, and New BOM. On clicking Replace button, current BOM of CPU will be replaced with New BOM in the BOM of finished Item (Computer).
**Will BOM Replace Tool work for replacing finsihed item in BOM?**
No. You should Cancel and Amend current BOM, or create a new BOM for finished item.
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# BOM Update Tool
From BOM Update Tool, you can replace a sub-assembly BOM and update costs of all BOMs.
### Replace BOM
Using this utility, you can replace an existing BOM of sub-assembly item, with a new one. The system will update the new BOM in all the parent BOMs where it was used.
To use the BOM Update Tool, go to:
> Manufacturing > Tools > BOM Update Tool
Let's consider a scenario to understand this better.
Suppose a company manufactures computers, Bill of Material of of the computer will look like this:
1. Monitor
1. Key Board
1. Mouse
1. CPU
Out of all the items above, CPU is asembled separately. Hence separate BOM will be created for the CPU. Following are the items from the BOM of CPU.
1. 250 GB Hard Disk
1. Mother Board
1. Processor
1. SMTP
1. DVD player
If we have more items to be added , or existing items to be edited in the BOM of CPU, then we should create new BOM for it.
1. _350 GB Hard Disk_
1. Mother Board
1. Processor
1. SMTP
1. DVD player
To update new BOM in all the parent BOMs, where CPU is selected as raw-material, you can use Replace utility.
<img class="screenshot" alt="BOM Update Tool" src="{{docs_base_url}}/assets/img/manufacturing/bom-update-tool.png">
In this tool, you should select Current BOM, and New BOM. On clicking Replace button, current BOM of CPU will be replaced with New BOM in the BOM of finished Item (Computer).
**Will BOM Replace Tool work for replacing finsihed item in BOM?**
No. You should Cancel and Amend current BOM, or create a new BOM for finished item.
### Update BOM Cost
Using the button **Update latest price in all BOMs**, you can update cost of all Bill of Materials, based on latest purchase price / price list rate / valuation rate of raw materials.
On clicking of this buttom, system will create a background process to update all the BOM's cost. It is processed via background jobs because this process can take a few minutes (depending on the number of BOMs) to update all the BOMs.
This functionality can also be executed automatically on daily basis. For that, you need to enable "Update BOM Cost Automatically" from Manufacturing Settings.
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<h1>Project Costing</h1>
# Project Costing
Each project has multiple task associated with it. To track actual costing of a Project, primarily in terms of services, user has to create Time Log based on actual time spent on Project-Task. Following the steps on how you can track actual service cost against Project.
@@ -13,17 +13,17 @@ Activity Type is a master of service offered by your personnel. You can add new
Activity Cost is a master where you can track billing and costing rate for each Employee, and for each Activity Type.
![Activity Cost](/docs/assets/img/articles/Screen Shot 2015-06-11 at 4.57.01 pm.png)
<img alt="Activity Cost" class="screenshot" src="/docs/assets/img/articles/Screen Shot 2015-06-11 at 4.57.01 pm.png">
#### Time Log
Based on Actual Time spent on the Project-Task, Employee will create a time log.
![Time Log](/docs/assets/img/articles/Screen Shot 2015-06-11 at 4.59.49 pm.png)
<img alt="Time Log" class="screenshot" src="/docs/assets/img/articles/Screen Shot 2015-06-11 at 4.59.49 pm.png">
On selection of Activity Type in the Time Log, Billing and Costing Rate will fetched for that Employee from respective Activity Cost master.
![Time Log Costing](/docs/assets/img/articles/Screen Shot 2015-06-11 at 5.00.06 pm.png)
<img alt="[Time Log Costing" class="screenshot" src="/docs/assets/img/articles/Screen Shot 2015-06-11 at 5.00.06 pm.png">
Multiplying these rates with total no. of Hours in the Time Log gives Costing Amount and Billing Amount for the specific Time Log.
@@ -31,10 +31,10 @@ Multiplying these rates with total no. of Hours in the Time Log gives Costing Am
Based on total Time Logs created for a specific Task, its costing will be updated in the respective Task master.
![Costing in Task](/docs/assets/img/articles/Screen Shot 2015-06-11 at 5.02.54 pm.png)
<img alt="Costing in Task" class="screenshot" src="/docs/assets/img/articles/Screen Shot 2015-06-11 at 5.02.54 pm.png">
Same way, Project master will have cost updated based on Time Log created against that Projects, and tasks associated with that Project.
![Costing in Project](/docs/assets/img/articles/Screen Shot 2015-06-11 at 5.02.29 pm.png)
<img alt="Costing in Project" class="screenshot" src="/docs/assets/img/articles/Screen Shot 2015-06-11 at 5.02.29 pm.png">
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<img class="screenshot" alt="Sales Invoice" src="/docs/assets/img/project/timesheet/timesheet-invoice-1.png">
<img class="screenshot" alt="Sales Invoice timesheet" src="{{docs_base_url}}/assets/img/project/timesheet/make_invoice_from_timesheet.gif">
####Sales Invoice
Sales Invoice has dedicated table for the Timesheet table where Timesheet details will be updated. You can select more Timesheets in this table.

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#

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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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#Attendance
### Topics
{index}

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student-attendance
student-leave-application
student-attendance-tool

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# Student Attendance Tool
The Student Attendance tool allow you to bulk update the attendance for students based on **Student Group and Course Schedule**.
To mark the **Attedance* based on Student Group select the group based on
**1. Batch
2. Course
3. Activity **
Student detials will be autofetched and you can mark the attendance of the given date.
<img class="screenshot" alt="Student Attendance" src="/docs/assets/img/schools/setup/student-attendance-tool.gif">
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# Student Attendance
Attendance doctype allows you to track and manage attendance of a student in all the days at any time. The Attendance module is designed to help teachers easily mark student attendance during class.
Attendance Records can be created against Student on daily basis.
To create Attendance record :
Select the **Student, Course Schedule and Student Group** for which attendance is to be marked for the given date. Set the Status to Present/Absent and save.
<img class="screenshot" alt="Student Attendance" src="/docs/assets/img/schools/schedule/student-attendance.gif">
**Student Attendance tool** can be used for bulk updation of the attendance based on **Batch, Course or Activity**.
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#Student Leave Application
ERPNext allows you to record the leave application for a student.
To create a Student Leave application record, enter the Student and the date for the leave is applied and save.
<img class="screenshot" alt="Student Attendance" src="/docs/assets/img/schools/schedule/student-leave-application.gif">
Incase the student is not attending the school in order to participate or represent school in any event, he/she can be mark as present from the Leave Application itself.
Once a Leave Application is recorded for a student it will not be recorded in the absent student report as he has applied for a leave.
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# Admission
This section contains student admission related documents.
The Admission section allow you to create all records starting from Student application till the program enrollment. Below is the list of documents for Student addmission.
### Topics

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student-admission
student-applicant
program-enrollment
program-enrollment
program-enrollment-Tool

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# Program Enrollment Tool
The Program Enrollment tool allows the bulk enrollment of the **Student Applicants** in a Program.
You can create the the Program Enrollment for :
1. **Student Applicants** >> List of Student Applicants will be fetched for the selected **Program** and **Academic year**.
<img class="screenshot" alt="Student Applicant Enrollment" src="/docs/assets/img/schools/admission/program-enrollment-tool.gif">
2. **Program Enrollment** >> You can bulk update the **Program** for the students from one academic year to another in the same **Program** or a new **Program**.
<img class="screenshot" alt="Student Applicant Enrollment" src="/docs/assets/img/schools/admission/program-enrollment-tool01.gif">
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# Program Enrollment
This form allows you to enroll a student to a program. A student can be enrolled to multiple programs.
Program Enrollment describes an educational model where students must complete a defined set of courses towards their academic objective in a specified sequence. Enrollment is a program driven process in which the student select the Program to enrol for in a Academic Year.
<img class="screenshot" alt="Student Applicant Enrollment" src="/docs/assets/img/schools/admission/program-enrollment.png">
Once a student have applied for the **Program** and the application is approved, the program enrollment is done for that student.
<img class="screenshot" alt="Student Applicant Enrollment" src="/docs/assets/img/schools/admission/program-enrollment.gif">
- A student can be enrolled in multiple Course for a program in a given academeic year.
- Based on the Fee structure selected at the time of enrollment Fee detials are created of the student.
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and will not allow you to change the application status unless the student record is deleted.
### Student Enrollment
Once the form is submitted you can either approve or reject the application form.
<img class="screenshot" alt="Student Applicant Enrollment" src="/docs/assets/img/schools/admission/student-application-actions.png">
Once you approve a Student Applicant you can enroll them to a program. When you click the 'Enroll' buttom,
the system shall create a student against that applicant and redirect you to the [Program Enrollment form](/docs/user/manual/en/schools/student/program-enrollment.html).

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# Student Admission
The admission process begins with filling the admission form. The Student Admission record enables to intitate your admission process for a given **Academic year**. ERPNext admission module allow you to create an admission record which can be then published on the ERPNext generate website.
To create a Student Admission record go to :
**Schools** >> **Admissions** >> **Student Admission** >>
<img class="screenshot" alt="Student Applicant" src="/docs/assets/img/schools/student/student-admission.gif">
Once a admission record is created it can be published on the website and the student can apply from the web portal itself.

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# Schools
The School Modules is designed to meet requirements of Schools, Colleges & Educational Institutes.
The School Modules in ERPNext is designed to meet requirements of Schools, Colleges & Educational Institutes. This is a centralized system, which maintains and updates all the activities related to an Institution. This will ease the process of each and every aspect of a School, be it Students, Admission, Examination and Fee.
<img class="screenshot" alt="Fees Section" src="/docs/assets/img/schools/module.png">

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student
admission
Attendance
schedule
fees
setup
assessment
Assessment

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# Student Attendance
Maintains attendance record of the student. Attendance Records can be created against Course Schedules.
<img class="screenshot" alt="Student Attendance" src="/docs/assets/img/schools/schedule/student-attendance.png">
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# Academic Term
An academic term (or simply "term") is a portion of an academic year, the time during which an educational institution holds classes. The schedules adopted vary widely. The academic term can be a quater, trimester or a semester.
The **Academic term** form in ERPNext enables you to create academic terms within in a year. Based on the term schedule enter the start and end date for the schedule and generate the term for a Academic year.
<img class="screenshot" alt="Academic Term" src="/docs/assets/img/schools/setup/academic-term.png">

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# Academic Year
An academic year is a period of time which schools, colleges and universities use to measure a quantity of study.
The **Academic year** form have the Start and End date for the Academic year.
<img class="screenshot" alt="Academic Year" src="/docs/assets/img/schools/setup/academic-year.png">
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**Student group** link is given to view or add the respective groups to the Academic year.
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# Course
A course is a unit of teaching that typically lasts one academic term, is led by one or more instructors (teachers or professors), and has a fixed number of students. Students may receive a grade and academic credit after completion of the course.
To create a **Course** enter the Course name and Code. Code for the course should be unique for every course. You can also link the department under which the course is conducted.
<img class="screenshot" alt="Course" src="/docs/assets/img/schools/setup/course.png">
Once a **Course** is created, a course schedule can defined for the same.
<img class="screenshot" alt="Course" src="/docs/assets/img/schools/setup/Course.gif">
The Course form is further linked to **Program, Student Group and Assessment Plan** doctypes. The links allow to view/create the related documents for a **Course**.
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# Setup
The Setup section of Schools module provides facility to make some basic configuration. Below are doctypes for basic configuration.
<img class="screenshot" alt="Setup Section" src="/docs/assets/img/schools/setup/setup-section.png">
### Topics

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program
instructor
room
student-category
student-batch-name
academic-term
academic-year
academic-year
school-settings

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# Instructor
An instructoe is a teacher, or professor, of a specialised subject that involves skill.
You can create an Instructor and link it to the Employee master and a Departmemt.
<img class="screenshot" alt="Instructor" src="/docs/assets/img/schools/setup/instructor.png">
An **Instructor** is further linked to a **Course Schedule**, where you can define the schedule for a **Course** for a give date and **Room no**.
<img class="screenshot" alt="Instructor" src="/docs/assets/img/schools/setup/instructor.gif">
It is also linked to **Student group** where an **Instructor** is assigned to the Student group.
<img class="screenshot" alt="Instructor" src="/docs/assets/img/schools/setup/student-group-instructor.gif">
An **Instructor** is also linked to an **Assesment Plan** for a Student group. The Instructor can be an Examiner or the supervisor for the assesment.
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# Program
An educational program is a program written by the institutions which determines the learning progress of each subject in all the stages of formal education.
To create a Program go to :
###Schools >> Setup >> Program >> New Program
Enter a unique code for every **Program**. You can also link the **Program** to the department under which it is conducted.
<img class="screenshot" alt="Program" src="/docs/assets/img/schools/setup/program.png">
Add the relevant Course and the Fee details for a program.
<img class="screenshot" alt="Program" src="/docs/assets/img/schools/setup/course-fee-program.png">
The Program Doctype is further linked to the **Student applicant**, **Program enrollment, Student group, Fee structre and Fee**. The links allow to view or create the related document for a Program.
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# Room
A classroom is a space (room or lab) where you want to schedule courses or examinations. A room in an educational institute can be a Class room, a laboratory or a Examination hall.
The Room doctype allows you to record the room number and the seating capacity for a classroom. Once a room is created Course schedule link is provided in the Room doctype to view or add the course schedule for the classroom.
<img class="screenshot" alt="Room" src="/docs/assets/img/schools/setup/room.png">
The course schedule validate the availability of the Room number and an alert message is shown if there is an overlap for the Room number for a given time slot.
<img class="screenshot" alt="Room" src="/docs/assets/img/schools/setup/Course-schedule-error.png">
The Room number is further linked to the Assesment plan. It validates the availability of examination room for the assessment to be held for a given date and time.
<img class="screenshot" alt="Room" src="/docs/assets/img/schools/setup/Room-Assesment-plan.png">
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#School Settings
The Schools settings page allow you to setup basic settings like **Academic Year and Term** for the Schools setup.
<img class="screenshot" alt="Student" src="/docs/assets/img/schools/student/schools.png">
The checkbox to Validate Batch for Students in Student Group enables the Student Batch validation for every Student from the Program Enrollment for the **Batch** based on **Student Group**
<img class="screenshot" alt="Student" src="/docs/assets/img/schools/student/student-batch-validation.gif">
You can enable the validation of Course for every Student from the enrolled Courses in Program Enrollment,for Course based Student Group by checking the settings for **Validate Enrolled Course for Students in Student Group**
<img class="screenshot" alt="Student" src="/docs/assets/img/schools/student/student-course-validation.gif">
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# Student Batch
Student batch is a collection of students from Student Groups. **Student batch** allows you to create **Student Group** based on a batch. When a student is enrolled for a **Program**, the Student batch is selected to enroll the student for the given Program and batch
<img class="screenshot" alt="Student" src="/docs/assets/img/schools/student/student-batch.gif">
You can also get a **Student Batch-Wise Attendance** report to view the number of student present from the Batch.
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# Student Category
Student Category doctype allow you to classify student based various categories. In Institutions, there may be fee concession for some categories such as Handicapped students, foreign, nationals, reserved category by the government etc.
To create Student category go to Setup >> Student Category >> New.
We can create new student category by adding a name and save it
<img class="screenshot" alt="Student" src="/docs/assets/img/schools/student/student-category.gif">
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#Guardian
The Guardian doctype allows you to record the guardian details for a **Student**.
<img class="screenshot" alt="Student" src="/docs/assets/img/schools/student/guardian.png">
The email id added in the **Guardian** detail can be linked to a email group for sending newsletter or announcements.
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student
guardian
student-log
student-batch
student-group
student-group-creation-tool
student-group-creation-tool

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# Student Batch
Student batch is a collection of students from Student Groups.
Student batch is a collection of students from Student Groups. **Student batch** allows you to create **Student Group** based on a batch. When a student is enrolled for a **Program**, the Student batch is selected to enroll the student for the given Program and batch
<img class="screenshot" alt="Student" src="/docs/assets/img/schools/student/student-batch.gif">
You can also get a **Student Batch-Wise Attendance** report to view the number of student present from the Batch.
<img class="screenshot" alt="Student" src="/docs/assets/img/schools/student/student-batch.png">
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# Student Group Creation Tool
This tool allows you to create student groups in bulk. You can specify multiple parameters to create them.
The Student group creation tool allows you to create student groups in bulk.
To create Student group using this tool go to
<img class="screenshot" alt="Student Group Creation Tool" src="/docs/assets/img/schools/student/student-group-creation-tool.png">
##Schools >>Student >> Student Group creation tool
Select the **Academic Term** and the **Program** for which a student group is to be created.
<img class="screenshot" alt="Student Group Creation Tool" src="/docs/assets/img/schools/student/student-group-creation-tool.gif">
By default the student group is created based on the **Course** only. The check box for "Separate course based Group for every Batch" allows you to create batchwise Student groups for a course.
You can leave it unchecked if you don't want to consider batch while making course based groups.
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# Student Group
A student group is a collection of students taking a same course. You can create Course Schedules and Examinations against a Student Group.
A student group needs to be created for every course in a particular academic term and academic year.
A student group is a collection of students taking same course. You can create Course Schedules and Examinations against a Student Group.
A Student Group needs to be created for every course for **Academic Term** and **Academic Year**. The student group can be create based on **Batch, Course and Activity**.
To create a Student Group go to:
Schools >> Student >> New Student Group
<img class="screenshot" alt="Student Group" src="/docs/assets/img/schools/student/Student-group.gif">
To create a Student group based on **Batch**, select the **Progam** and **Batch**, where as to create a Student group based on **Course**, you will only have to select the Course Code. Creating a student group based on activity allows you to group of student for events and activities happening in the institute.
Once a student group is created you can mark attendance for the group.
<img class="screenshot" alt="Student Group" src="/docs/assets/img/schools/student/student-group-attendance.gif">
You can also update the **Email Group** for the Student Group. Click on Update Email Group to add all the email ids of the gaurdians in the respective email group and **Newsletter** can be created and sent to the Email group.
<img class="screenshot" alt="Student Group" src="/docs/assets/img/schools/student/student-group.png">
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# Student Log
You can make a note of student activities using student log.
The Student log Doctype enables you to add and edit addtional information for a student.
You can make a note of student activities using Student log.
Logs can be categorised as 'General', 'Academic', 'Medical' or 'Achievement'
<img class="screenshot" alt="Student" src="/docs/assets/img/schools/student/student-log.png">

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# Student
A Student is a person who has enrolled at your institute and you have accepted their application.
The student doctype maintains personal details of the student.
You can view everything related to a particular student on this page. Eg : Fees, Student Group, etc
The Student doctype maintains detials like personal information, date of birth, address etc. It also records the **Guardian** and sibling details.
<img class="screenshot" alt="Student" src="/docs/assets/img/schools/student/student.png">
The student is enrolled in a **Program** when the application is approved. Once the enrollement is done the **Student Applicant** status is update to Admitted.
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You can view every doctype created for a particular student. Eg : Fees, Student Group, etc
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# Difference Between System User and Website User
**Question:** I have added my Employee as a User and have assigned them Roles as well. Still, they are not able to view Dashboard on the login.
**Answer:**
There are two type of Users in ERPNext.
* **System User**: They are Employees of your company. Example of Roles assigned to System Users are Account User, Sales Manager, Purchase User, Support Team etc.
* **Website User**: They are to parties (like Customer and Suppliers) of your Company.
Example Website User Roles are Customer and Suppliers.
How to check if Role is for System User or Website User?
In the Role master, if field "Desk Access" is checked, that Role is for System User. If Desk Access field is unchecked, then that Role is for Website User.
<img alt="Role Desk Permission" class="screenshot" src="/docs/assets/img/articles/role-deskperm.png">

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# Email Error in Sending or Receiving
In ERPNext, you can customize the Incoming and Outgoing Email Gateway. On saving an Email Account, ERPNext tries establishing a connection with your email gateway. If your ERPNext account is able to connect fine, then Email Account is saved successfully. If not, then you might receive an error as below.
<img class="screenshot" alt="Email Error" src="/docs/assets/img/articles/email-error.png">
This indicates that using login credentials and other email gateway details provided in the Email Account, ERPNext is not able to connect to your email server. Please ensure that you have entered valid email credentials for your Email Gateway. Once you have configured Email Account successfully, you should be able to send and receive emails from your ERPNext account fine.
Note: Your ERPNext account is connected with an ERPNext email server by default. If you don't want to use your own email server, you can continue sending emails using ERPNext email server, without any configuration required in the Email Account.

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overwriting-data-from-data-import-tool
rename-user
using-custom-domain-on-erpnext
setup-two-factor-authentication
setup-two-factor-authentication
difference-between-system-user-and-website-user
outgoing-email-gateway
print-format-sections
email-error

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<img alt="New Company" class="screenshot" src="/docs/assets/img/articles/new-company-3.png">
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#Outgoing Email Gateway
In the ERPNext, you can customize incoming and Outgoing Email Gateway. On saving an Email Account, ERPNext tries establishing a connection with your email gateway. If your ERPNext account is able to connect fine, then Email Account master is saved. If not, then you might receive an error as indicated below.
<img alt="Email Setup Error" class="screenshot" src="/docs/assets/img/articles/email-setup-error.png">
This indicates that using login credentials and other email gateway details provided, ERPNext is not able to connect to your email server. Please ensure that you have entered valid email credentials for your Email Gateway. Once you have configured Email Account successfully, you should be able to send and receive emails from your ERPNext account fine.
Note: Your ERPNext account is connected with ERPNext email server by default. If you don't want to use your own email server, you can continue sending emails using an ERPNext email server.

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#Print Format Sections
**Question:** In the Print Format, I am getting link breaks for each section. How can I disable it?
<img alt="Email Setup Error" class="screenshot" src="/docs/assets/img/articles/sections-1.png">
**Answer:** To disable line breaks for the section breaks, you should uncheck field "Show Line Breaks after Sections" in its Print Format.
Print Format Builder > Select Print Format > Edit Settings > Uncheck field "Show Line Breaks after Sections"
<img alt="Email Setup Error" class="screenshot" src="/docs/assets/img/articles/sections-2.gif">

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**Question:** User has roles like Account User and Account Manager assigned. Still, when accessing  Account Receivable report, User is getting an error message of no permission the territory master.
<img alt="Report Permission Error" class="screenshot" src="/docs/assets/img/articles/report-permission-1.png">
**Answer:**
As per the permission system in ERPNext, for the User to be able to access a form or a report, s(he) should have at-least read permission on all the link field in that form/report. Since Territory is a link field in Account Receivable report, please add a permission rule to let Account User/Manager have at-least Read permission on the Territory master. Please follow below-given steps to resolve this issue.
1. Roles assigned to User are Account User and Account Manager.
2. As indicates in the Error message, the user didn't have permission on the territory master. As per the default permission, none of the above role assigned to that User has any permission on the Territory master.
3. To resolve this issue, I have assigned Account User permission to Read Territory master.
<img alt="Permission Manager" class="screenshot" src="/docs/assets/img/articles/report-permission-2.png">
As per this permission update, User should be able to access Account Receivable report fine.

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# Download Backup
In the ERPNext, you can manually download database backup. To get the latest database backup, go to:
`Setup > Data > Download Backup`
Backup available for the download is updated in every eight hours. Click on the link to download the backups at a given time.
<img class="screenshot" alt="Download Backup" src="/docs/assets/img/articles/download-backup-1.png">
By default three latest backups will be available for the download. If you want to customize no. of backups, then click on "Set Number of Backups". In the System Settings, you can set Number of Backups available for the download at a time.
<img class="screenshot" alt="Download Backup" src="/docs/assets/img/articles/download-backup-2.gif">

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data-import-tool
bulk-rename
download-backup

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#Setting up Razorpay
#RazorPay Integration
A payment gateway is an e-commerce application service provider service that authorizes credit card payments for e-businesses, online retailers, bricks and clicks, or traditional brick and mortar.
A payment gateway is an e-commerce application service provider service that authorises credit card payments for e-businesses, online retailers, bricks and clicks, or traditional brick and mortar.
A payment gateway facilitates the transfer of information between a payment portal (such as a website, mobile phone or interactive voice response service) and the Front End Processor or acquiring bank.
To setup Razorpay,
`Explore > Integrations > Razorpay Settings`
To setup RazorPay,
#### Setup Razorpay
`Explore > Integrations > RazorPay Settings`
<img class="screenshot" alt="Razorpay Settings" src="/docs/assets/img/setup/integrations/razorpay-api.gif">
#### Setup RazorPay
To enable RazorPay payment service, you need to configure parameters like API Key, API Secret
To enable Razorpay payment service, you need to configure parameters like API Key, API Secret
<img class="screenshot" alt="Razorpay Settings" src="/docs/assets/img/setup/integrations/razorpay_settings.png">
On enabling service, the system will create Payment Gateway record and Account head in chart of account with account type as Bank.
On enabling service, the system will create Payment Gateway record and Account head in the Chart of Account with account type as Bank.
<img class="screenshot" alt="Razorpay COA" src="/docs/assets/img/setup/integrations/razorpay_coa.png">
Also it will create Payment Gateway Account entry. Payment Gateway Account is configuration hub from this you can set account head from existing COA, default Payment Request email body template.
Also, it will create Payment Gateway Account entry. Payment Gateway Account is configuration hub from this you can set account head from existing COA, default Payment Request email body template.
<img class="screenshot" alt="Payment Gateway Account" src="/docs/assets/img/setup/integrations/payment_gateway_account_razorpay.png">
After enabling service and configuring Payment Gateway Account your system is able to accept online payments.
####Supporting transaction currencies
INR
RazorPay will only work for the company having `INR (Indian Rupee)` as a Currency.

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print-settings
print-format-builder
print-style
print-headings
letter-head
address-template

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# Print Style
Frappe/ERPNext comes with pre-set styles for your printed documents. You can also create new styles using CSS that can be applied to all your print formats.
To create a new **Print Style** go to **Setup > Printing and Branding > Print Style**, or just type "print style" in the search bar.
Here you can define the CSS rules for your print formats. These apply to both standard and custom print formats. To find out the various classes available, you can make a standard print format, open in a new page and see the source.
To set a default style, you can go to [Print Settings](/docs/setup/print/print-settings)
All Print Format styles are based on Bootstrap (Version 3) CSS Framework.
<img class="screenshot" alt="Print Style" src="/docs/assets/img/setup/print/print-style.png">
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# Setup Wizard
The Setup Wizard helps you quickly setup your ERPnext by helping you create your company, Items, Customer, Suppliers and will also setup a basic website with this data.
The Setup Wizard helps you quickly setup ERPnext as per your locale and sets up your organisation.
Here is a quick overview of the steps:

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step-1-language
step-2-currency-and-timezone
step-3-user-details
step-4-two-factor-authentication
step-5-company-details
step-6-letterhead-and-logo
step-7-add-users
step-8-tax-details
step-9-customer-names
step-10-suppliers
step-11-item

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# Step 10: Suppliers
Enter a few of your Suppliers' names.
<img alt="Suppliers" class="screenshot"
src="/docs/assets/img/setup-wizard/step-9.png">
---
To understand Suppliers in detail visit [Supplier Master](/docs/user/manual/en/buying/supplier.html)
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# Step 11: Item Names
In this final step, please enter the names of the Items you buy or sell.
<img alt="Add Items" class="screenshot"
src="/docs/assets/img/setup-wizard/step-10.png">
Please set the group of the item (Product / Service) and unit of measure. Don't worry you will be able to edit all of this later.
---
## Thats it!
Once you are done with the setup wizard you will see the familiar desktop page.
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# Step 6: Letterhead and Logo
Attach Company Letterhead and Company Logo.
<img alt="Company Logo and Letterhead" class="screenshot" src="/docs/assets/img/setup-wizard/step-5.png">
---
### Letterhead
A letterhead is the heading at the top of a sheet of letter paper (stationery). That heading usually consists of a name and an address, and a logo or corporate design.
Click on the box ‘Attach Letterhead’ . Select the image file from the place it is stored and click enter.
You may choose to skip this step if your letterhead is not ready.
To select letterhead later through the setup module, read [Letter-head](/docs/user/manual/en/setting-up/print/letter-head.html)
#### To "attach as web-link"
For any attachments in ERPNext, you can also attach as a web-link. If you are using other tools like Dropbox or Google Docs to manage your files, you can set its public link.
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# Step 7: Add Users
Add other users and assign them roles based on their job responsibilities.
<img alt="Users" class="screenshot" src="/docs/assets/img/setup-wizard/step-6.png">
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# Step 8: Tax Details
Enter any three types of taxes which you regularly pay. This wizard will create a tax master which will calculate the taxes as per the tax-type.
<img alt="Tax Details" class="screenshot" src="/docs/assets/img/setup-wizard/step-7.png">
Just set the tax name and the standard percentage levied.
---
Some examples of tax types are given below.
#### VAT
A value added tax (VAT) is a form of consumption tax. From the perspective of the buyer, it is a tax on the purchase price. From that of the seller, it is a tax only on the value added to a product, material, or a service. From an accounting point of view, by the stage of its manufacture or distribution. The manufacturer remits to the government the difference between these two amounts, and retains the rest for themselves to offset the taxes they had previously paid on the inputs.
The purpose of VAT is to generate tax revenues to the government similar to the corporate income tax or the personal income tax. For Example: When you shop at a departmental store and avail discount on the products, the store charges you 5% extra on the total bill as the VAT.
To setup VAT in the setup wizard , simply enter the percentage amount levied by your government. To setup VAT at a later stage read [setting-up-taxes](/docs/user/manual/en/setting-up/setting-up-taxes.html)
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# Step 9: Customers
Enter your Customer names and the contact person from that organisation.
<img alt="Customers" class="screenshot" src="/docs/assets/img/setup-wizard/step-8.png">
---
#### Difference between a customer name and a contact name
A customer name is the name of the organisation and a contact name is the name of the person from that organisation.
For Example: If American Power Mills is an organisation name and their founder Shiv Agarwal has installed ERPNext on his system. Then,
Customer Name: American Power Mills
Contact Name: Shiv Agarwal
To understand Customer in detail visit [Customer Details](/docs/user/manual/en/CRM/customer.html)
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# Administrator User
If your ERPNext account is hosted with us (Frappe Technologies Pvt. Ltd.), then you won't be able to access your ERPNext account as an Administrator. For the hosted account, access via Administrator User us reserved with us.
1. For the hosted account, upgrades are managed from the backend. We reserve admin login credential with us so that we can upgrade all the hosted customer's ERPNext accounts from the backend.
2. Since on a single server, we host have many customer's ERPNext accounts, as a security measure, we cannot share the credentials for administrator account with any hosted user.

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user-permissions
role-permisison-for-page-and-report
sharing
admin-user

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# Delivery Note Negative Stock Error
**Question**: When submitting a Delivery Note, receiving a message says that item's stock is insufficient, but we have item's stock available in the Warehouse.
**Answer**: On submission of Delivery Note, stock level is checked as on Posting Date and Posting Time of a Delivery Note. It's possible that you have stock of an Item available in the Warehouse. But if you are creating back-dated Delivery Note, and if item was not available in the warehouse on the Posting Date and Posting Time of Delivery Note, you are likely to receive an error message on the negative stock. You can refer to the Stock Ledger report to confirm the same.
If this is the case, you should edit the Posting Date and Time of a Delivery Note, and ensure that it is after the Posting Date and Time of item's receipt entry.

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serial-no-naming
stock-entry-purpose
stock-level-report
track-items-using-barcode
track-items-using-barcode
stock-received-but-not-billed
return-rejected-item
item-valuation-transactions
delivery-note-stock-error

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# Item Valuation Methods and Transactions
In ERPNext, Item's stock valuation is updated on the creation of one of the following transaction.
1. Purchase Receipt
2. Stock Entry of type Material Receipt
3. Stock Reconciliation made for updating stock opening balance
You can select valuation method based on which item's value will be calculated. Valuation Method can be set globally for all the items from the Stock Settings.
<img class="screenshot" alt="Download Backup" src="/docs/assets/img/articles/item-valuation-1.png">
You can also set Valuation Method in the item master, especially when a valuation method for an item is different from the default Method.
<img class="screenshot" alt="Download Backup" src="/docs/assets/img/articles/item-valuation-2.png">
[Click here to learn about the valuation methods available in the ERPNext, and how it works.](https://frappe.io/blog/erpnext-features/inventory-valuation-method-fifo-vs-moving-average)

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# Return Rejected Items
In the Purchase Receipt, you can receive the Items in the Accepted or the Rejected Warehouse.
If you are creating Purchase Return for the items received in the Rejected Warehouse, then create return entry following these steps.
1. In the Purchase Receipt Item table, for the item to be returned, in the Received Qty field, enter return entry in negative.
2. In the Accepted Warehouse field, set value as zero.
3. In the Rejected Warehouse field, set the quantity to be returned in negative.
For detailed steps on how to create Purchase Return Entry for the Rejected Item, refer to the below example.
<img class="screenshot" alt="Returning Rejected Items" src="/docs/assets/img/articles/purchase-return.gif">

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# Purpose of Stock Received but not Billed
When purchased items are received, an accounts posting is done based on the value of the purchased items in the Stock-in-hand / fixed-assets account. When you sell and deliver those items, an expense (cost-of-goods-sold) is booked, equal to the buying cost of the items.
As stock balance increases through Purchase Receipt, Warehouse account is debited and an adjustment account called **Stock Received But Not Billed** account is credited. At the same time, the negative expense is booked in account **Expense included in Valuation** for the amount added for valuation purpose, to avoid double expense booking.
On receiving Bill from the supplier, you will make Purchase Invoice against a Purchase Receipt. Here **Stock Received But Not Billed** account is debited, hence nullifies the balance in the Stock Received but not Billed Account.
The balance in the Stock Received but not Billed account indicates the value of items for which Purchase Receipt has been made, but billing is pending.

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renaming-documents
search-filter
tree-master-renaming
pos-view
pos-view
letter-head-in-the-report

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# Letter Head in the Report's Print Format
In the reports, Letter Head is fetched from the Company master. To have company's Letter Head fetched correctly in the report, please ensure that you have updated default Letter Head in the Company master.
`Explore > Accounts > Company`
<img class="screenshot" alt="Company Letter" src="/docs/assets/img/articles/report-header-1.png">
In a Company master, if no Letter Head is set as default, then in the reports, Letter Head having Default field checked will be fetched.
<img class="screenshot" alt="Default Letter Head" src="/docs/assets/img/articles/report-header-2.png">
If you are managing multiple companies in a single ERPNext account, then ensure that for each Company, default Letter Head is set in the Company master.
After updating Letter Head in the Company master, refresh your ERPNext account, and then check the print format of a report.

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# Website Banner Resizing
Each ERPNext account website automatically generated from it. On a website, logo is set based on logo image selected in the Setup Wizard. You can change or edit property for your company's logo from the Website Settings.
`Explore > Website > Website Settings`
For the exact steps on how to upload a Website Banner and resize it, please refer to the help given below.
<img class="screenshot" alt="Website Banner image" src="/docs/assets/img/articles/brand-logo.gif">