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Setup


Company

Companies
List of companies (not customers / suppliers)

Fiscal Years
Financial Years for books of accounts

Currencies
Currency Master

Users and Permissions

Users
Add/remove users, set roles, passwords etc

Permission Manager
Set permissions on transactions / masters

Amount based Authorization Rules
Restrict submission rights based on amount

Data

Data Import Tool
Import data from spreadsheet (csv) files

Global Defaults
Set default values for entry

Recycle Bin
Un-trash items

Rename Master
Rename a single master record

Rename Many
Rename by uploading a csv file

Email and Notifications

Email Settings
Out going mail server and support ticket mailbox

Auto Notifications
Automatic email sending to customers and suppliers

Email Digests
Daily, weekly, monthly email Digests

SMS Setup
Setup outgoing SMS via your bulk SMS provider

Send Bulk SMS
Send bulk SMS to leads, customers, contacts

Customize ERPNext

Customize Forms
Change entry properties (hide fields, make mandatory etc)

Custom Fields
Add fields to forms

Custom Scripts
Add custom code to forms

Disable Features
Simplify entry forms by disabling features

Modules Setup
Show, hide modules

Numbering Series
Set multiple numbering series for transactions

Branding and Printing

Letter Heads
Letter heads for print

Print Formats
HTML print formats for quotes, invoices etc

Print Headings
Add headers for standard print formats

Style Settings
Change background fonts etc