| <div class="layout-wrapper"> |
| <a class="close" onclick="window.history.back();">×</a> |
| <h1>Setup</h1> |
| <hr> |
| <div class="setup-column"> |
| <h3>Company</h3> |
| <p> |
| <b><a href="#!List/Company">Companies</a></b><br> |
| <span class="help">List of companies (not customers / suppliers)</span> |
| </p> |
| <p> |
| <b><a href="#!List/Fiscal Year">Fiscal Years</a></b><br> |
| <span class="help">Financial Years for books of accounts</span> |
| </p> |
| <p> |
| <b><a href="#!List/Currency">Currencies</a></b><br> |
| <span class="help">Currency Master</span> |
| </p> |
| </div> |
| <div class="setup-column"> |
| <h3>Users and Permissions</h3> |
| <p> |
| <b><a href="#!users">Users</a></b><br> |
| <span class="help">Add/remove users, set roles, passwords etc</span> |
| </p> |
| <p> |
| <b><a href="#!Permission Engine">Permission Manager</a></b><br> |
| <span class="help">Set permissions on transactions / masters</span> |
| </p> |
| <p> |
| <b><a href="#!List/Authorization Rule">Amount based Authorization Rules</a></b><br> |
| <span class="help">Restrict submission rights based on amount</span> |
| </p> |
| </div> |
| <div class="setup-column"> |
| <h3>Data</h3> |
| <p> |
| <b><a href="#!Import Data">Import Data</a></b><br> |
| <span class="help">Import data from spreadsheet (csv) files</span> |
| </p> |
| <p> |
| <b><a href="#!Form/Global Defaults/Global Defaults">Global Defaults</a></b><br> |
| <span class="help">Set default values for entry</span> |
| </p> |
| <p> |
| <b><a href="#!Trash">Recycle Bin</a></b><br> |
| <span class="help">Un-trash items</span> |
| </p> |
| <p> |
| <b><a href="#!Form/Rename Tool/Rename Tool">Rename Master</a></b><br> |
| <span class="help">Rename a single master record</span> |
| </p> |
| <p> |
| <b><a href="#!List/Bulk Rename Tool">Rename Many</a></b><br> |
| <span class="help">Rename by uploading a csv file</span> |
| </p> |
| </div> |
| <div class="setup-column"> |
| <h3>Email and Notifications</h3> |
| <p> |
| <b><a href="#!Form/Email Settings/Email Settings">Email Settings</a></b><br> |
| <span class="help">Out going mail server and support ticket mailbox</span> |
| </p> |
| <p> |
| <b><a href="#!Form/Notification Control/Notification Control">Auto Notifications</a></b><br> |
| <span class="help">Automatic email sending to customers and suppliers</span> |
| </p> |
| <p> |
| <b><a href="#!List/Email Digest">Email Digests</a></b><br> |
| <span class="help">Daily, weekly, monthly email Digests</span> |
| </p> |
| <p> |
| <b><a href="#!Form/SMS Settings/SMS Settings">SMS Setup</a></b><br> |
| <span class="help">Setup outgoing SMS via your bulk SMS provider</span> |
| </p> |
| <p> |
| <b><a href="#!Form/SMS Center/SMS Center">Send Bulk SMS</a></b><br> |
| <span class="help">Send bulk SMS to leads, customers, contacts</span> |
| </p> |
| </div> |
| <div class="setup-column"> |
| <h3>Customize ERPNext</h3> |
| <p> |
| <b><a href="#!Form/Customize Form/Customize Form">Customize Forms</a></b><br> |
| <span class="help">Change entry properties (hide fields, make mandatory etc)</span> |
| </p> |
| <p> |
| <b><a href="#!List/Custom Field">Custom Fields</a></b><br> |
| <span class="help">Add fields to forms</span> |
| </p> |
| <p> |
| <b><a href="#!List/Custom Script">Custom Scripts</a></b><br> |
| <span class="help">Add custom code to forms</span> |
| </p> |
| <p> |
| <b><a href="#!Form/Features Setup/Features Setup">Disable Features</a></b><br> |
| <span class="help">Simplify entry forms by disabling features</span> |
| </p> |
| <p> |
| <b><a href="#!modules_setup">Modules Setup</a></b><br> |
| <span class="help">Show, hide modules</span> |
| </p> |
| <p> |
| <b><a href="#!Form/Naming Series/Naming Series">Numbering Series</a></b><br> |
| <span class="help">Set multiple numbering series for transactions</span> |
| </p> |
| </div> |
| <div class="setup-column"> |
| <h3>Branding and Printing</h3> |
| <p> |
| <b><a href="#!List/Letter Head">Letter Heads</a></b><br> |
| <span class="help">Letter heads for print</span> |
| </p> |
| <p> |
| <b><a href="#!List/Print Format">Print Formats</a></b><br> |
| <span class="help">HTML print formats for quotes, invoices etc</span> |
| </p> |
| <p> |
| <b><a href="#!List/Print Heading">Print Headings</a></b><br> |
| <span class="help">Add headers for standard print formats</span> |
| </p> |
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| <p> |
| <b><a href="#!Form/Personalize/Personalize">Home Banner</a></b><br> |
| <span class="help">Add a home page banner</span> |
| </p> |
| --> |
| <p> |
| <b><a href="#!Form/Style Settings/Style Settings">Style Settings</a></b><br> |
| <span class="help">Change background fonts etc</span> |
| </p> |
| </div> |
| <div style="clear: both"></div> |
| </div> |