Rushabh Mehta | c5471dd | 2012-02-22 12:07:42 +0530 | [diff] [blame] | 1 | <div class="layout-wrapper"> |
| 2 | <a class="close" onclick="window.history.back();">×</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 Mehta | 17da764 | 2012-02-28 18:56:56 +0530 | [diff] [blame] | 23 | <b><a href="#!users">Users</a></b><br> |
Rushabh Mehta | c5471dd | 2012-02-22 12:07:42 +0530 | [diff] [blame] | 24 | <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 Doshi | 5112b5b | 2012-04-02 19:12:29 +0530 | [diff] [blame] | 42 | <b><a href="#!Form/Global Defaults/Global Defaults">Global Defaults</a></b><br> |
Rushabh Mehta | c5471dd | 2012-02-22 12:07:42 +0530 | [diff] [blame] | 43 | <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 Doshi | 5112b5b | 2012-04-02 19:12:29 +0530 | [diff] [blame] | 84 | <b><a href="#!Form/Customize Form/Customize Form">Customize Forms</a></b><br> |
Rushabh Mehta | c5471dd | 2012-02-22 12:07:42 +0530 | [diff] [blame] | 85 | <span class="help">Change entry properties (hide fields, make mandatory etc)</span> |
| 86 | </p> |
| 87 | <p> |
Anand Doshi | 8463870 | 2012-03-22 13:39:23 +0530 | [diff] [blame] | 88 | <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 Mehta | c5471dd | 2012-02-22 12:07:42 +0530 | [diff] [blame] | 94 | </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 Doshi | 8463870 | 2012-03-22 13:39:23 +0530 | [diff] [blame] | 99 | <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 Mehta | c5471dd | 2012-02-22 12:07:42 +0530 | [diff] [blame] | 107 | </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 Doshi | 8463870 | 2012-03-22 13:39:23 +0530 | [diff] [blame] | 122 | <!-- |
Rushabh Mehta | c5471dd | 2012-02-22 12:07:42 +0530 | [diff] [blame] | 123 | <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 Doshi | 8463870 | 2012-03-22 13:39:23 +0530 | [diff] [blame] | 127 | --> |
Rushabh Mehta | c5471dd | 2012-02-22 12:07:42 +0530 | [diff] [blame] | 128 | <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 Doshi | 8463870 | 2012-03-22 13:39:23 +0530 | [diff] [blame] | 134 | </div> |