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git.clicks.codes / Clicks / Forks / ERPNext / 4337802cdbb37c67164b0193428be8920962cc45 / . / setup / page / setup / setup.html
blob: 1e7607f6c0e5c74494cbce21c75a1e0ef9d10ff6 [file] [log] [blame]
Rushabh Mehta4c562752012-06-14 11:05:09 +0530[diff] [blame]1<div class="layout-wrapper layout-wrapper-appframe">
2 <div class="appframe-area"></div>
3 <div class="layout-main">
4 <div class="setup-column">
5 <h3>Company</h3>
6 <p>
Rushabh Mehta43378022012-12-28 16:07:55 +0530[diff] [blame^]7 <b><a href="#List/Company">Companies</a></b><br>
Rushabh Mehta4c562752012-06-14 11:05:09 +0530[diff] [blame]8 <span class="help">List of companies (not customers / suppliers)</span>
9 </p>
10 <p>
Rushabh Mehta43378022012-12-28 16:07:55 +0530[diff] [blame^]11 <b><a href="#List/Fiscal Year">Fiscal Years</a></b><br>
Rushabh Mehta4c562752012-06-14 11:05:09 +0530[diff] [blame]12 <span class="help">Financial Years for books of accounts</span>
13 </p>
14 <p>
Rushabh Mehta43378022012-12-28 16:07:55 +0530[diff] [blame^]15 <b><a href="#List/Currency">Currencies</a></b><br>
Rushabh Mehta4c562752012-06-14 11:05:09 +0530[diff] [blame]16 <span class="help">Currency Master</span>
17 </p>
18 </div>
19 <div class="setup-column">
20 <h3>Users and Permissions</h3>
21 <p>
Rushabh Mehta43378022012-12-28 16:07:55 +0530[diff] [blame^]22 <b><a href="#List/Profile">Users</a></b><br>
Rushabh Mehta4c562752012-06-14 11:05:09 +0530[diff] [blame]23 <span class="help">Add/remove users, set roles, passwords etc</span>
24 </p>
25 <p>
Rushabh Mehta43378022012-12-28 16:07:55 +0530[diff] [blame^]26 <b><a href="#Permission Engine">Permission Manager</a></b><br>
Rushabh Mehta4c562752012-06-14 11:05:09 +0530[diff] [blame]27 <span class="help">Set permissions on transactions / masters</span>
28 </p>
29 <p>
Rushabh Mehta43378022012-12-28 16:07:55 +0530[diff] [blame^]30 <b><a href="#List/Workflow">Workflow Manager</a></b><br>
31 <span class="help">Set workflow rules.</span>
32 </p>
33 <p>
34 <b><a href="#List/Authorization Rule">Amount based Authorization Rules</a></b><br>
Rushabh Mehta4c562752012-06-14 11:05:09 +0530[diff] [blame]35 <span class="help">Restrict submission rights based on amount</span>
36 </p>
37 </div>
38 <div class="setup-column">
39 <h3>Data</h3>
40 <p>
Rushabh Mehta43378022012-12-28 16:07:55 +0530[diff] [blame^]41 <b><a href="#data-import-tool">Data Import Tool</a></b><br>
Rushabh Mehta4c562752012-06-14 11:05:09 +0530[diff] [blame]42 <span class="help">Import data from spreadsheet (csv) files</span>
43 </p>
44 <p>
Rushabh Mehta43378022012-12-28 16:07:55 +0530[diff] [blame^]45 <b><a href="#Form/Global Defaults/Global Defaults">Global Defaults</a></b><br>
Rushabh Mehta4c562752012-06-14 11:05:09 +0530[diff] [blame]46 <span class="help">Set default values for entry</span>
47 </p>
48 <p>
Rushabh Mehta43378022012-12-28 16:07:55 +0530[diff] [blame^]49 <b><a href="#Trash">Recycle Bin</a></b><br>
Rushabh Mehta4c562752012-06-14 11:05:09 +0530[diff] [blame]50 <span class="help">Un-trash items</span>
51 </p>
52 <p>
Rushabh Mehta346c8322012-12-03 14:15:53 +0530[diff] [blame]53 <b>Rename Master</b><br>
54 <span class="help">Click on "Rename" on the sidebar of an item for renaming.</span>
Rushabh Mehta4c562752012-06-14 11:05:09 +0530[diff] [blame]55 </p>
Rushabh Mehta4c562752012-06-14 11:05:09 +0530[diff] [blame]56 </div>
57 <div class="setup-column">
58 <h3>Email and Notifications</h3>
59 <p>
Rushabh Mehta43378022012-12-28 16:07:55 +0530[diff] [blame^]60 <b><a href="#Form/Email Settings/Email Settings">Email Settings</a></b><br>
Rushabh Mehta4c562752012-06-14 11:05:09 +0530[diff] [blame]61 <span class="help">Out going mail server and support ticket mailbox</span>
62 </p>
63 <p>
Rushabh Mehta43378022012-12-28 16:07:55 +0530[diff] [blame^]64 <b><a href="#Form/Notification Control/Notification Control">Auto Notifications</a></b><br>
Rushabh Mehta4c562752012-06-14 11:05:09 +0530[diff] [blame]65 <span class="help">Automatic email sending to customers and suppliers</span>
66 </p>
67 <p>
Rushabh Mehta43378022012-12-28 16:07:55 +0530[diff] [blame^]68 <b><a href="#List/Email Digest">Email Digests</a></b><br>
Rushabh Mehta4c562752012-06-14 11:05:09 +0530[diff] [blame]69 <span class="help">Daily, weekly, monthly email Digests</span>
70 </p>
71 <p>
Rushabh Mehta43378022012-12-28 16:07:55 +0530[diff] [blame^]72 <b><a href="#Form/SMS Settings/SMS Settings">SMS Setup</a></b><br>
Rushabh Mehta4c562752012-06-14 11:05:09 +0530[diff] [blame]73 <span class="help">Setup outgoing SMS via your bulk SMS provider</span>
74 </p>
75 <p>
Rushabh Mehta43378022012-12-28 16:07:55 +0530[diff] [blame^]76 <b><a href="#Form/SMS Center/SMS Center">Send Bulk SMS</a></b><br>
Rushabh Mehta4c562752012-06-14 11:05:09 +0530[diff] [blame]77 <span class="help">Send bulk SMS to leads, customers, contacts</span>
78 </p>
79 </div>
80 <div class="setup-column">
81 <h3>Customize ERPNext</h3>
82 <p>
Rushabh Mehta43378022012-12-28 16:07:55 +0530[diff] [blame^]83 <b><a href="#Form/Customize Form/Customize Form">Customize Forms</a></b><br>
Rushabh Mehta4c562752012-06-14 11:05:09 +0530[diff] [blame]84 <span class="help">Change entry properties (hide fields, make mandatory etc)</span>
85 </p>
86 <p>
Rushabh Mehta43378022012-12-28 16:07:55 +0530[diff] [blame^]87 <b><a href="#List/Custom Field">Custom Fields</a></b><br>
Rushabh Mehta4c562752012-06-14 11:05:09 +0530[diff] [blame]88 <span class="help">Add fields to forms</span>
89 </p>
90 <p>
Rushabh Mehta43378022012-12-28 16:07:55 +0530[diff] [blame^]91 <b><a href="#List/Custom Script">Custom Scripts</a></b><br>
Rushabh Mehta4c562752012-06-14 11:05:09 +0530[diff] [blame]92 <span class="help">Add custom code to forms</span>
93 </p>
94 <p>
Rushabh Mehta43378022012-12-28 16:07:55 +0530[diff] [blame^]95 <b><a href="#Form/Features Setup/Features Setup">Disable Features</a></b><br>
Rushabh Mehta4c562752012-06-14 11:05:09 +0530[diff] [blame]96 <span class="help">Simplify entry forms by disabling features</span>
97 </p>
98 <p>
Rushabh Mehta43378022012-12-28 16:07:55 +0530[diff] [blame^]99 <b><a href="#modules_setup">Modules Setup</a></b><br>
Rushabh Mehta4c562752012-06-14 11:05:09 +0530[diff] [blame]100 <span class="help">Show, hide modules</span>
101 </p>
102 <p>
Rushabh Mehta43378022012-12-28 16:07:55 +0530[diff] [blame^]103 <b><a href="#Form/Naming Series/Naming Series">Numbering Series</a></b><br>
Rushabh Mehta4c562752012-06-14 11:05:09 +0530[diff] [blame]104 <span class="help">Set multiple numbering series for transactions</span>
105 </p>
106 </div>
107 <div class="setup-column">
108 <h3>Branding and Printing</h3>
109 <p>
Rushabh Mehta43378022012-12-28 16:07:55 +0530[diff] [blame^]110 <b><a href="#List/Letter Head">Letter Heads</a></b><br>
Rushabh Mehta4c562752012-06-14 11:05:09 +0530[diff] [blame]111 <span class="help">Letter heads for print</span>
112 </p>
113 <p>
Rushabh Mehta43378022012-12-28 16:07:55 +0530[diff] [blame^]114 <b><a href="#List/Print Format">Print Formats</a></b><br>
Rushabh Mehta4c562752012-06-14 11:05:09 +0530[diff] [blame]115 <span class="help">HTML print formats for quotes, invoices etc</span>
116 </p>
117 <p>
Rushabh Mehta43378022012-12-28 16:07:55 +0530[diff] [blame^]118 <b><a href="#List/Print Heading">Print Headings</a></b><br>
Rushabh Mehta4c562752012-06-14 11:05:09 +0530[diff] [blame]119 <span class="help">Add headers for standard print formats</span>
120 </p>
121 <!--
122 <p>
Rushabh Mehta43378022012-12-28 16:07:55 +0530[diff] [blame^]123 <b><a href="#Form/Personalize/Personalize">Home Banner</a></b><br>
Rushabh Mehta4c562752012-06-14 11:05:09 +0530[diff] [blame]124 <span class="help">Add a home page banner</span>
125 </p>
126 -->
127 <p>
Rushabh Mehta43378022012-12-28 16:07:55 +0530[diff] [blame^]128 <b><a href="#Form/Style Settings/Style Settings">Style Settings</a></b><br>
Rushabh Mehta4c562752012-06-14 11:05:09 +0530[diff] [blame]129 <span class="help">Change background fonts etc</span>
130 </p>
131 </div>
132 <div style="clear: both"></div>
Rushabh Mehtac5471dd2012-02-22 12:07:42 +0530[diff] [blame]133 </div>
Anand Doshi84638702012-03-22 13:39:23 +0530[diff] [blame]134</div>