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Rushabh Mehtac5471dd2012-02-22 12:07:42 +05301<div class="layout-wrapper">
2 <a class="close" onclick="window.history.back();">&times;</a>
3 <h1>Setup</h1>
4 <hr>
5 <div class="setup-column">
6 <h3>Company</h3>
7 <p>
8 <b><a href="#!List/Company">Companies</a></b><br>
9 <span class="help">List of companies (not customers / suppliers)</span>
10 </p>
11 <p>
12 <b><a href="#!List/Fiscal Year">Fiscal Years</a></b><br>
13 <span class="help">Financial Years for books of accounts</span>
14 </p>
15 <p>
16 <b><a href="#!List/Currency">Currencies</a></b><br>
17 <span class="help">Currency Master</span>
18 </p>
19 </div>
20 <div class="setup-column">
21 <h3>Users and Permissions</h3>
22 <p>
Rushabh Mehta17da7642012-02-28 18:56:56 +053023 <b><a href="#!users">Users</a></b><br>
Rushabh Mehtac5471dd2012-02-22 12:07:42 +053024 <span class="help">Add/remove users, set roles, passwords etc</span>
25 </p>
26 <p>
27 <b><a href="#!Permission Engine">Permission Manager</a></b><br>
28 <span class="help">Set permissions on transactions / masters</span>
29 </p>
30 <p>
31 <b><a href="#!List/Authorization Rule">Amount based Authorization Rules</a></b><br>
32 <span class="help">Restrict submission rights based on amount</span>
33 </p>
34 </div>
35 <div class="setup-column">
36 <h3>Data</h3>
37 <p>
38 <b><a href="#!Import Data">Import Data</a></b><br>
39 <span class="help">Import data from spreadsheet (csv) files</span>
40 </p>
41 <p>
Anand Doshi5112b5b2012-04-02 19:12:29 +053042 <b><a href="#!Form/Global Defaults/Global Defaults">Global Defaults</a></b><br>
Rushabh Mehtac5471dd2012-02-22 12:07:42 +053043 <span class="help">Set default values for entry</span>
44 </p>
45 <p>
46 <b><a href="#!Trash">Recycle Bin</a></b><br>
47 <span class="help">Un-trash items</span>
48 </p>
49 <p>
50 <b><a href="#!Form/Rename Tool/Rename Tool">Rename Master</a></b><br>
51 <span class="help">Rename a single master record</span>
52 </p>
53 <p>
54 <b><a href="#!List/Bulk Rename Tool">Rename Many</a></b><br>
55 <span class="help">Rename by uploading a csv file</span>
56 </p>
57 </div>
58 <div class="setup-column">
59 <h3>Email and Notifications</h3>
60 <p>
61 <b><a href="#!Form/Email Settings/Email Settings">Email Settings</a></b><br>
62 <span class="help">Out going mail server and support ticket mailbox</span>
63 </p>
64 <p>
65 <b><a href="#!Form/Notification Control/Notification Control">Auto Notifications</a></b><br>
66 <span class="help">Automatic email sending to customers and suppliers</span>
67 </p>
68 <p>
69 <b><a href="#!List/Email Digest">Email Digests</a></b><br>
70 <span class="help">Daily, weekly, monthly email Digests</span>
71 </p>
72 <p>
73 <b><a href="#!Form/SMS Settings/SMS Settings">SMS Setup</a></b><br>
74 <span class="help">Setup outgoing SMS via your bulk SMS provider</span>
75 </p>
76 <p>
77 <b><a href="#!Form/SMS Center/SMS Center">Send Bulk SMS</a></b><br>
78 <span class="help">Send bulk SMS to leads, customers, contacts</span>
79 </p>
80 </div>
81 <div class="setup-column">
82 <h3>Customize ERPNext</h3>
83 <p>
Anand Doshi5112b5b2012-04-02 19:12:29 +053084 <b><a href="#!Form/Customize Form/Customize Form">Customize Forms</a></b><br>
Rushabh Mehtac5471dd2012-02-22 12:07:42 +053085 <span class="help">Change entry properties (hide fields, make mandatory etc)</span>
86 </p>
87 <p>
Anand Doshi84638702012-03-22 13:39:23 +053088 <b><a href="#!List/Custom Field">Custom Fields</a></b><br>
89 <span class="help">Add fields to forms</span>
90 </p>
91 <p>
92 <b><a href="#!List/Custom Script">Custom Scripts</a></b><br>
93 <span class="help">Add custom code to forms</span>
Rushabh Mehtac5471dd2012-02-22 12:07:42 +053094 </p>
95 <p>
96 <b><a href="#!Form/Features Setup/Features Setup">Disable Features</a></b><br>
97 <span class="help">Simplify entry forms by disabling features</span>
98 </p>
Anand Doshi84638702012-03-22 13:39:23 +053099 <p>
100 <b><a href="#!modules_setup">Modules Setup</a></b><br>
101 <span class="help">Show, hide modules</span>
102 </p>
103 <p>
104 <b><a href="#!Form/Naming Series/Naming Series">Numbering Series</a></b><br>
105 <span class="help">Set multiple numbering series for transactions</span>
106 </p>
Rushabh Mehtac5471dd2012-02-22 12:07:42 +0530107 </div>
108 <div class="setup-column">
109 <h3>Branding and Printing</h3>
110 <p>
111 <b><a href="#!List/Letter Head">Letter Heads</a></b><br>
112 <span class="help">Letter heads for print</span>
113 </p>
114 <p>
115 <b><a href="#!List/Print Format">Print Formats</a></b><br>
116 <span class="help">HTML print formats for quotes, invoices etc</span>
117 </p>
118 <p>
119 <b><a href="#!List/Print Heading">Print Headings</a></b><br>
120 <span class="help">Add headers for standard print formats</span>
121 </p>
Anand Doshi84638702012-03-22 13:39:23 +0530122 <!--
Rushabh Mehtac5471dd2012-02-22 12:07:42 +0530123 <p>
124 <b><a href="#!Form/Personalize/Personalize">Home Banner</a></b><br>
125 <span class="help">Add a home page banner</span>
126 </p>
Anand Doshi84638702012-03-22 13:39:23 +0530127 -->
Rushabh Mehtac5471dd2012-02-22 12:07:42 +0530128 <p>
129 <b><a href="#!Form/Style Settings/Style Settings">Style Settings</a></b><br>
130 <span class="help">Change background fonts etc</span>
131 </p>
132 </div>
133 <div style="clear: both"></div>
Anand Doshi84638702012-03-22 13:39:23 +0530134</div>