[docs] started copy-pasting existing user manual
diff --git a/docs/docs.user.intro.md b/docs/docs.user.intro.md
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+---
+{
+ "_label": "Introduction"
+}
+---
+## What is an ERP and why should I care?
+
+
+
+Small business are not so different from large ones. They contain most of the complexities of a large business but with many more constraints. Small businesses have to communicate with customers, do accounts, pay taxes, do payroll, manage timelines, deliver quality, answer questions and keep everyone happy just like large businesses.
+
+And to it *efficiently*.
+
+Large businesses have the advantage of using advanced data systems to manage their process efficiently. Small businesses typically struggle to keep things organized. They are often using a mix of apps like spreadsheets, accounting software, web CRM etc to manage but not everyone is on the same page. An ERP changes that.
+
+---
+
+## What is ERPNext?
+
+ERPNext helps you to manage all your business information in one application and use it to manage operations and take decisions based on data.
+
+Among other things, ERPNext will help you to:
+
+- Track all Invoices and Payments.
+- Know what quantity of what product is available in stock.
+- Identify open customer queries.
+- Manage payroll.
+- Assign tasks and follow up on them.
+- Maintain a database of all your customers, suppliers and their contacts.
+- Prepare quotes.
+- Get reminders on maintenance schedules.
+- Publish you website.
+
+And a lot lot lot more.
+
+---
+
+## Why Should I Use ERPNext?
+
+ERPNext is a modern accounting plus everything system and has many benefits over both traditional accounting as well as ERP applications.
+
+### Benefits over traditional accounting software:
+
+- Do a lot more than just accounting! Manage inventory, billing, quotes, leads, payroll and much much more.
+- All data safe and in one place. Don’t keep hunting for data when you need it across spreadsheets and different computers.
+- Everyone on the same page. All users get the same update data.
+- Stop repetitive work. Don’t enter the same information from your word processor to your accounting tool. Its all integrated.
+- Keep track. Get the entire history of a customer or a deal in one place.
+
+### Benefits over big ERPs
+
+- $$$ - Save money.
+- Easier to configure. Big ERPs are notoriously hard to setup and will ask you a zillion questions before you can do something meaningful.
+- Easier to use. Modern web like user interface will keep your users happy and in familiar territory.
+- Open Source. This software is always free and you can host it anywhere you like.
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diff --git a/docs/docs.user.md b/docs/docs.user.md
index 2fa25bb..bb32882 100644
--- a/docs/docs.user.md
+++ b/docs/docs.user.md
@@ -1,14 +1,10 @@
---
{
- "_label": "User Manual"
+ "_label": "User Guide",
+ "_toc": [
+ "docs.user.intro",
+ "docs.user.setup"
+ ]
}
---
This manual covers all the major processes in setting up and using ERPNext. The manual is written in a way that the user can manage a self-implementation of the ERP. We recommend that the manual be read first before starting implementation.
-
-- The first section covers the ERPNext setup process where the foundations and masters are introduced.
-- The second section covers how to manage core operations like Sales, Purchase, Inventory, Accounting, Manufacturing and Projects using ERPNext.
-- The third section covers administrative processes like managing Human Resources, Support and Maintenance and setting up a website from within ERPNext.
-- The next section covers using the various collaborative tools and reports that help you co-ordinate work with your colleagues.
-- The final section covers customization and advanced configuration options.
-
-ERPNext is a work in progress and we anticipate that there will be a lot of additions and improvements to the product and the manual.
diff --git a/docs/docs.user.setup.accounting.md b/docs/docs.user.setup.accounting.md
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--- /dev/null
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+---
+{
+ "_label": "Accounting Setup"
+}
+---
+## Chart of Accounts
+
+The Chart of Accounts forms the blueprint of your organization. The overall structure of your Chart of Accounts is based on a system of double entry accounting that has become a standard all over the world to quantify how a company is doing financially.
+
+
+
+The Chart of Accounts helps you answer:
+
+- What is your organization worth?
+- How much debt have you taken?
+- How much profit you are making (and hence paying tax)?
+- How much is are you selling?
+- How are your expenses broken up?
+
+As you can see, it is very valuable to you as a business manager to see how well your business is doing.
+
+> Tip: If you can’t read a Balance Sheet (I confess it took me a long time to figure this out) its a good opportunity to start learning about this. It will be worth the effort. You can also take the help of your accountant to setup your Chart of Accounts.
+
+To edit your Chart of Accounts in ERPNext go to:
+
+> Accounts > Chart of Accounts
+
+Chart of Accounts is a tree view of the names of the Accounts (Ledgers and Groups) that a Company requires to manage its books of accounts. ERPNext sets up a simple chart of accounts for each Company you create, but you have to modify it according to your needs and legal requirements.
+
+For each company, Chart of Accounts signifies the way to classify the accounting entries, mostly based on statutory (tax, compliance to government regulations) requirements.
+
+Let us understand the main groups of the Chart of Accounts.
+
+### Balance Sheet Accounts
+
+The Balance Sheet has Application of Funds (Assets) and Sources of Funds (Liabilities) that signify the net-worth of your company at any given time. When you begin or end a financial period, all the Assets are equal to the Liabilities.
+
+> Accounting: If you are new to accounting, you might be wondering, how can Assets be equal to Liabilities? That would mean the company has nothing of its own. Thats right. All the “investment” made in the company to buy assets (like land, furniture, machines) is made by the owners and is a liability to the company. If the company would to shut down, it would need to sell all the assets and pay back all the liabilities (including profits) to the owners, leaving itself with nothing.
+
+All the accounts under this represent an asset owned by company like "Bank Account", "Land and Property", "Furniture" or a liability (funds that the company owes to others) like "Owners funds", "Debt" etc.
+
+Two special accounts to note here are Accounts Receivable (money you have to collect from your customers) and Accounts Payable (money you have to pay to your suppliers) under Assets and Liabilities respectively.
+
+### Profit and Loss Accounts
+
+Profit and Loss is the group of Income and Expense accounts that represent your accounting transactions over a period.
+
+Unlike Balance sheet accounts, Profit and Loss accounts (or PL accounts) do not represent net worth (assets), but rather the amount of money spent and collected in servicing customers during the period. Hence at the beginning and end of your Fiscal Year, they become zero.
+
+(On the first day of the year you have not made any profit or loss, but you still have assets, hence balance sheet accounts never become zero at the beginning or end of a period)
+
+### Groups and Ledgers
+
+There are two main kinds of Accounts in ERPNext - Group and Ledger. Groups can have sub-groups and ledgers within them, whereas ledgers are the leaf nodes of your chart and cannot be further classified.
+
+Accounting Transactions can only be made against Ledger Accounts (not Groups)
+
+> Info: The term "Ledger" means a page in an accounting book where entries are made. There is usually one ledger for each account (like a Customer or a Supplier).
+
+> Note: An Account “Ledger” is also sometimes called as Account “Head”.
+
+### Other Account Types
+
+In ERPNext, you can also specify more information when you create a new Account, this is there to help you select that particular account in a scenario like Bank Account or a Tax Account and has no affect on the Chart itself.
+
+You can also tag if an account represents a Customer, Supplier or Employee in "Master Type".
+
+### Creating / Editing Accounts
+
+To create new Accounts, explore your Chart of Accounts and click on an Account group under which you want to create the new Account. On the right side, you will see a options to “Edit” or “Add” a new Account.
+
+Option to create will only appear if you click on a Group (folder) type Account.
+
+ERPNext creates a standard structure for you when the Company is created but it is up to you to modify or add or remove accounts.
+
+Typically, you might want to create Accounts for
+
+- Types of Expenses (travel, salaries, telephone etc) under Expenses.
+- Taxes (VAT, Sales Tax etc based on your country) under Current Liabilities.
+- Types of Sales (for example, Product Sales, Service Sales etc.) under Income.
+- Types of Assets (building, machinery, furniture etc.) under Fixed Assets.
+
+---
+
+## Chart of Cost Centers
+
+Your Chart of Accounts is mainly for reporting your information for governmental purposes and less for how you business actually performs. Though you can tweak it a bit to resemble your business.
+
+Most businesses have multiple activities like different product lines, market segments, areas of business that share some common overheads but should ideally have their own structure to report whether they are profitable or not. For this purpose, there is an alternate structure, called the Chart of Cost Centers.
+
+You can create a tree of Cost Centers to represent your business better. Each Income / Expense entry is also tagged against a Cost Center.
+
+For example, if you have two types of sales:
+
+- Walk-in Sales
+- Online Sales
+
+You may not have shipping expenses for your walk-in customers, and no shop-rent for your online customers. If you want to get the profitability of each of these separately, you create the two as Cost Centers and you can mark all sales as either "Walk-in" or "Online" and also all your purchases in the same way.
+
+So when you do your analysis you can get a better idea which side of your business is doing better. Since ERPNext has option to add multiple Companies, you can create Cost Centers for each Company and manage it separately.
+
+To setup your Chart of Cost Centers go to:
+
+> Accounts > Chart of Cost Centers
+
+Cost centers help you in one more activity, budgeting.
+
+### Budgeting
+
+ERPNext will help you set and manage budgets on your Cost Centers. This is useful when, for example, you are doing online sales and you have a budget for search ads and you want ERPNext to stop or warn you from over spending based on that budget.
+
+Budgets are also great for planning purposes. When you are making your plans for the next financial year, you would typically target a revenue and based on that you would set your expenses. Setting a budget will ensure that your expenses do not get out of hand at any point based on your plans.
+
+You can define it in the Cost Center. If you have seasonal sales you can also define a budget distribution that the budget will follow.
+
+#### Budget Actions
+
+ERPNext allows you to either:
+
+- Stop.
+- Warn or,
+- Ignore
+
+if you exceed budgets.
+
+These can be defined from the Company record.
+
+Even if you choose to “ignore” budget overruns, you will get a wealth of information from the “Budget vs Actual” variance report.
+
+> Note: When you set a budget, it has to be set per Account under the Cost Center. For example if you have a Cost Center “Online Sales”, you can restrict “Advertising Budget” by creating a row with that Account and defining the amount.
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diff --git a/docs/docs.user.setup.before.md b/docs/docs.user.setup.before.md
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+---
+{
+ "_label": "Before We Start"
+}
+---
+## Before We Start
+
+We have seem dozens of ERP implementations over the past few years and we realize that successful implementations are a lot about intangibles and attitude.
+
+> The Benefits come Later
+
+ERPs are not required.
+
+Like exercise.
+
+
+
+Human body does not require to be exercised today or maybe tomorrow, but in the long run, if you wish to maintain your body and its health, you should get on the treadmill.
+
+In the same way, ERPs improve the health of your organization over a long run by keep it fit and efficient. The more you delay putting things in order, the more time you lose and the closer you get to a major disaster.
+
+So when you start implementing an ERP, keep your sight on the long term benefits. Like exercise, its painful in the short run, but will do wonders if you stay on course.
+
+---
+
+## The Champion
+
+ERP means organization wide change and it does not happen without effort. Every change requires a champion and its the duty of the champion to organize and energize the entire team towards implementation. The champion is all the fall guy (or fall gal) incase something goes wrong and hence needs to be resilient. Who becomes a champion without putting effort anyways?
+
+In many organizations we have seen, the champion is most often the owner or a senior manager. Occasionally, the champion is an outsider who is hired for the purpose.
+
+In either case, you must identify your champion first.
+
+Most likely its **you!**
+
+Lets Begin!
diff --git a/docs/docs.user.setup.customer.md b/docs/docs.user.setup.customer.md
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+---
+{
+ "_label": "Foundation: Customer"
+}
+---
+You can either directly create your Customers via
+
+> Selling > Customer
+
+or upload it via the Data Import Tool.
+
+In your normal operations, you can also create Customers from Leads.
+
+> Note: Customers are separate from Contacts and Addresses. A Customer can have multiple Contacts and Addresses.
+
+### Contacts and Addresses
+
+Contacts and Addresses in ERPNext are stored separately so that you can attach multiple Contacts or Addresses to Customers and Suppliers.
+
+To add a Contact or Address directly from the Customer record, click on “New Contact” or “New Address”.
+
+> Tip: When you select a Customer in any transaction, one Contact and Address gets pre-selected. This is the “Default Contact or Address”. So make sure you set your defaults correctly!
+
+To Import multiple Contacts and Addresses from a spreadsheet, use the Data Import Tool.
+
+### Integration with Accounts
+
+In ERPNext, there is a separate Account record for each Customer, for each Company.
+
+When you create a new Customer, ERPNext will automatically create an Account Ledger for the Customer under “Accounts Receivable” in the Company set in the Customer record.
+
+> Advanced Tip: If you want to change the Account Group under which the Customer Account is created, you can set it in the Company master.
+
+If you want to create an Account in another Company, just change the Company value and “Save” the Customer again.
+
+### Customer Settings
+
+You can link a Price List to a Customer (select “Default Price List”), so that when you select that Customer, the Price List will be automatically selected.
+
+You can set “Credit Days” so that it is automatically set in the Sales Invoices made against this Customer.
+
+You can set how much credit you want to allow for a Customer by adding the “Credit Limit”. You can also set a global “Credit Limit” in the Company master. Classifying Customers
+
+ERPNext allows you to group your Customers and also divide them into Territories. Grouping will help you get better analysis of your data and identify what Customers are profitable and which are not and Territories will help you set sales targets for the territories.
+
+### Customer Group
+
+You can group your Customers so that you can get trend analysis for each group. Typically Customers are grouped by market segment (that is usually based on your domain).
+
+> Tip: If you think all this is too much effort, you can leave it at “Default Customer Group”. But all this effort, will pay off when you start getting reports.
+
+### Territory
+
+If your business operates in multiple Territories (could be countries, states or cities) it is usually a great idea to build your structure in the system. Once you group your Customers by Territories, you can set annual targets for each Item Group and get reports that will show your actual performance in the territory v/s what you had planned.
+
+### Sales Person
+
+Sales Persons behave exactly like Territories. You can great an organization chart of Sales Persons where each Sales Person’s target can be set individually. Again as in Territory, the target has to be set against Item Group.
+
+### Sales Partner
+
+A Sales Partner is a third party distributor / dealer / commission agent / affiliate / reseller who sells the companies products, for a commission. This is useful if you make the end sale to the Customer, involving your Sales Partner.
+
+If you sell to your Sales Partner who in-turn sells it to the Customer, then you must make a Customer instead.
diff --git a/docs/docs.user.setup.first.md b/docs/docs.user.setup.first.md
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+---
+{
+ "_label": "Initial Setup"
+}
+---
+After a successful sign-up / installation of ERPNext, on your first sign-in, you will be shown a form to fill.
+
+This form will create your first **Company** and **Fiscal Year** (accounting or financial year) record. You can create other Companies later.
+
+This will also set the default **Currency** and time zone for your account. Once your complete this, your first **Company** and **Chart of Accounts** will be created.
+
+Congrats! You are already on your way.
+
+The next step is to configure your Chart of Accounts or start adding users and setting their permissions.
diff --git a/docs/docs.user.setup.item.md b/docs/docs.user.setup.item.md
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--- /dev/null
+++ b/docs/docs.user.setup.item.md
@@ -0,0 +1,105 @@
+---
+{
+ "_label": "Foundation: Item"
+}
+---
+Items, Customers and Suppliers form the foundation of any ERP system.
+
+It is very likely you will have your masters ready in another system or a spread sheet and you would just need to import them. Before importing, it might be a good idea to understand how ERPNext treats them a bit first.
+
+---
+
+## Items
+
+An Item is simply a product or service you sell or buy from your Customers or Suppliers. ERPNext is optimized for itemized management of your sales and purchase though you can skip creating Items. If you are in services, you can create an Item for each service that your offer.
+
+> Items are mandatory if you want to track inventory.
+
+There are two main categories of Items in ERPNext
+
+- Stock Items
+- Non Stock Items
+
+As you may have guessed, inventory balances are tracked for stock items and not for
+non-stock items. Non-stock items could be services or consumables that are not tracked.
+
+### Naming Items
+
+This is a complex topic [coming up next]. In ERPNext you can use item codes or names. If you do not want to codify, you can keep the item name and item code as the same.
+
+### Item Groups
+
+ERPNext allows you to classify items into groups. This will help you in getting reports about various classes of items and also help in cataloging your items for the website.
+
+### Warehouses
+
+In ERPNext you can create Warehouses to identify where your Items reside.
+
+There are two main Warehouse Types that are significant in ERPNext.
+
+Stores: These are where your incoming Items are kept before they are consumed or sold. You can have as many “Stores” type Warehouses as you wish. Stores type warehouses are significant because if you set an Item for automatic re-order, ERPNext will check its quantities in all “Stores” type Warehouses when deciding whether to re-order or not.
+
+Asset: Items marked as type “Fixed Asset” are maintained in Asset Type Warehouses. This helps you separate them for the Items that are consumed as a part of your regular operations or “Cost of Goods Sold”.
+
+### Item Taxes
+
+These settings are only required if this particular Item has a different tax rate than what is the rate defined in the standard tax Account.
+
+For example, you have a tax Account, “VAT 10%” and this particular item is exempted from this tax, then you select “VAT 10%” in the first column, and set “0” as the tax rate in the second column.
+
+### Inspection
+
+Inspection Required: If an incoming inspection (at the time of delivery from the Supplier) is mandatory for this Item, mention “Inspection Required” as “Yes”. The system will ensure that a Quality Inspection will be prepared and approved before a Purchase Receipt is submitted.
+
+Inspection Criterial: If a Quality Inspection is prepared for this Item, then this template of criteria can will automatically be updated in the Quality Inspection table of the Quality Inspection.
Examples of Criteria are: Weight, Length, Finish etc.
+
+### Item Pricing and Price Lists
+
+ERPNext lets you maintain multiple selling prices for an Item using Price Lists. A Price List is a name you can give to a set of Item prices.
+
+Why would you want Price Lists? You have different prices for different zones (based on the shipping costs), for different currencies, regions etc.
+
+### Item Valuation
+
+How are Items Valued?
+
+One of the major features of any inventory system is that you can find out the value of any item based on its historic or average price. You can also find the value of all your items for your balance sheet. Why is valuation important?
+
+- The buying price fluctuates.
+- The value changes because of some process (value add).
+- The value changes because of decay, loss etc.
+
+You may encounter these terms, so lets clarify:
+
+- Rate: Rate at which the transaction takes place.
+- Valuation Rate: Rate at which the items value is set for your valuation.
+
+There are two major ways in which ERPNext values your items.
+
+- **FIFO (First In First Out):** In this system, ERPNext assumes that you will consume / sell those Items first that you bought first. For example, if you buy an Item at price X and then after a few days at price Y. So when sell your Item, ERPNext will reduce the quantity of the Item priced at X first and then Y.
+
+
+
+- **Moving Average:** In this method, ERPNext assumes that the value of the item at any point is the average price of the units of that Item in stock. For example, if the value of an Item is X in a Warehouse with quantity Y and another quantity Y1 is added to the Warehouse at cost X1, the new value X2 would be:
+
+> New Value X2 = (X * Y + X1 * Y1) / (Y + Y1)
+
+#### Negative Stock
+
+FIFO is the more accurate system of the two but has a disadvantage. You cannot have negative stock in FIFO. This means that you cannot make forward transactions that would make your stock negative. Why is this? Because sequences are so important to FIFO, you cannot track the value of the stock if it does not exist!
+
+In Moving Average, since each item has an “average” value, the value of the negative stock is also based on this “average”.
+
+### Serial Numbers and Batches
+
+In scenarios where you may have to track individual units or batches of Items you sell, ERPNext allows you to manage Serial Numbers and Batches.
+
+Why is this useful?
+
+- To track warranty and returns.
+- To trace individual Items incase they are recalled by the Supplier.
+- To manage expiry.
+
+In ERPNext, Serial Number and Batch are separate entities and all stock transactions for Items that serialized or batches must be tagged with either the Batch or Serial Number.
+
+> Important: Once you mark an item as serialized or batched or neither, you cannot change it after you have make any stock entry.
diff --git a/docs/docs.user.setup.md b/docs/docs.user.setup.md
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+++ b/docs/docs.user.setup.md
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+---
+{
+ "_label": "Setting Up",
+ "_toc": [
+ "docs.user.setup.before",
+ "docs.user.setup.strategy",
+ "docs.user.setup.first",
+ "docs.user.setup.accounting",
+ "docs.user.setup.item",
+ "docs.user.setup.customer",
+ "docs.user.setup.supplier"
+ ]
+}
+---
+Setting up an ERP system is like starting your business all over again, but in the virtual
+world. Thankfully its not as hard as the real thing and you get to do a trial too.
+
+The important thing to note is that if you really want to take benefit out of this project, then you must take a step back and make sometime to do this right. This is usually not couple-of-hours after work kind of a project.
+
diff --git a/docs/docs.user.setup.strategy.md b/docs/docs.user.setup.strategy.md
new file mode 100644
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+++ b/docs/docs.user.setup.strategy.md
@@ -0,0 +1,30 @@
+---
+{
+ "_label": "Implementation Strategy"
+}
+---
+Before you start managing your Operations in EPRNext, you must first become familiar with the system and the terms used. For this we recommend implementation should happen in two phases.
+
+- A Test Phase, where you enter dummy records representing your day to day transactions and a - Live Phase, where we start entering live data.
+
+### Test Phase
+
+- Read the Manual
+- Create your first Customer, Supplier and Item. Add a few more so you get familiar.
+- Create Customer Groups, Item Groups, Warehouses, Supplier Groups so that you can classify your Items.
+- Complete a standard sales cycle - Lead > Opportunity > Quotation > Sales Order > Delivery Note > Sales Invoice > Payment (Journal Voucher)
+- Complete a standard purchase cycle - Purchase Request > Purchase Order > Purchase Receipt > Payment (Journal Voucher).
+- Complete a manufacturing cycle (if applicable) - BOM > Production Planning Tool > Production Order > Stock Entry (issue) > Stock Entry (back-flush)
+
+> Tip: Use the 30-day free trial at [erpnext.com](https://erpnext.com) to do your test drive.
+
+### Live Phase
+
+Once you have made yourself familiar with ERPNext, start entering your live data!
+
+- Clean up the account of test data or better, start a fresh install.
+- Setup all the modules with Customer Groups, Item Groups, Warehouses, BOMs etc.
+- Import Customers, Suppliers, Items, Contacts and Addresses using Data Import Tool.
+- Import opening stock using Stock Reconciliation Tool.
+- Create opening accounting entries via Journal Voucher and create outstanding Sales Invoices and Purchase Invoices.
+