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{ "_label": "User Guide", "_toc": [ "docs.user.intro", "docs.user.five_day_setup", "docs.user.implement", "docs.user.setup", "docs.user.selling", "docs.user.buying", "docs.user.stock", "docs.user.accounts", "docs.user.hr", "docs.user.mfg", "docs.user.support", "docs.user.projects", "docs.user.website", "docs.user.tools", "docs.user.customize", "docs.user.knowledge", "docs.user.customer_portal" ], "_no_toc": 1 }

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.

Contents

1. Introduction
   1. Open Source
   2. Ways to get started
   3. Getting Help
2. Five-Day-Setup
   1. Day-1: Setup Customer,Item, and Supplier
   2. Day-2: Setup Chart of Accounts, Opening Accounts, and HR
   3. Day-3: Sales Cycle and Purchase Cycle
   4. Day-4: Manufacturing Cycle and Accounting Reports
   5. Day-5: Projects, Calendar, and Website
3. Implementation
   1. Implementation Strategy
   2. Concepts
4. Setup
   1. First Login
   2. Setting Up Masters (Item, Customer, Supplier)
   3. Chart of Accounts
   4. Chart of Cost Centers
   5. Company Setup
   6. Adding Users
   7. Permissions
   8. Workflows
   9. Letter Heads
   10. Print Headings
   11. Numbering Series
   12. Global Defaults
   13. Importing Data
   14. Email Settings
   15. SMS Settings
   16. Setting up Taxes
   17. Price Lists
   18. Adding Opening Entries
   19. POS Setting
   20. Third Party Backups
5. Selling
   1. Selling Setup
      1. Customer Group
      2. Territory
      3. Sales Partner
      4. Sales Person
      5. Campaign
      6. Terms and Conditions
      7. Price Lists
      8. Discount
      9. Shopping Cart
   2. Customers
   3. Lead
   4. Opportunity
   5. Quotation
   6. Sales Order
6. Buying
   1. Supplier Type
   2. Supplier
   3. Material Request
   4. Supplier Quotation
   5. Purchase Order
   6. Purchase Taxes
   7. Price Lists
   8. Sub Contracting
7. Stock (Inventory)
   1. Warehouse
   2. Item Group
   3. Item
   4. Product Listing on Website
   5. Serialized Inventory
   6. Purchase Receipt
   7. Delivery Note
   8. Stock Entry / Material Transfer
   9. Opening Stock
   10. Material Issue
   11. Purchase Return
   12. Projected Quantity
   13. Accounting for Stock
   14. Perpetual Inventory
   15. How To
       1. Repack Products
       2. Sales Return
       3. Migrate to Perpetual Inventory
8. Accounts
   1. Chart of Accounts
   2. Chart of Cost Centers
   3. Sales Invoice
   4. Purchase Invoice
   5. Payment Entry
   6. Journal Voucher
   7. Opening Entry
   8. Period Closing
   9. Accounting Reports
   10. Point of Sale (POS) Invoice
9. Human Resources (HR)
   1. HR Setup
   2. Employee
   3. Leave Management
   4. Attendance
   5. Salary and Payroll
   6. Expense Claim
   7. Appraisal
10. Manufacturing
    1. Bill of Materials
    2. Production Planning
    3. Production Order
11. Customer Support and Maintenance
    1. Support Ticket
    2. Customer Issue
    3. Maintenance Schedule
    4. Maintenance Visit
    5. Maintenance Schedule
    6. Newsletter
12. Projects
    1. Projects
    2. Task
    3. Time Log
13. Website
    1. Setup
    2. Web Pages
    3. Style
    4. Blog
    5. Shopping Cart
    6. Add Products
14. Tools
    1. To Do
    2. Calendar
    3. Assignments
    4. Tags
    5. Forms
    6. Messages
    7. Notes
15. Customize
    1. Custom Fields
    2. Customize Form
    3. Hide / Unhide modules
    4. Print Formats
    5. Custom Scripts
16. Knowledge Library
    1. Fiscal Year
    2. Accounting Knowledge
    3. Accounting Entries
    4. DocType Definitions
    5. DocType Fields
    6. Attachment and CSV Files
    7. Format using Markdown
    8. Make-to-Stock Manufacturing
    9. Make-to-Order Manufacturing
    10. Engineer-to-Order Manufacturing
17. Customer Portal
    1. Sign Up
    2. Login
    3. Customer Orders
    4. Support Tickets