blob: 1eca285065ec54059f819c996f701b6bd23fbfb5 [file] [log] [blame]
Rushabh Mehta4c562752012-06-14 11:05:09 +05301<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>
7 <b><a href="#!List/Company">Companies</a></b><br>
8 <span class="help">List of companies (not customers / suppliers)</span>
9 </p>
10 <p>
11 <b><a href="#!List/Fiscal Year">Fiscal Years</a></b><br>
12 <span class="help">Financial Years for books of accounts</span>
13 </p>
14 <p>
15 <b><a href="#!List/Currency">Currencies</a></b><br>
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 Mehta4ae82ca2012-07-16 16:20:11 +053022 <b><a href="#!List/Profile">Users</a></b><br>
Rushabh Mehta4c562752012-06-14 11:05:09 +053023 <span class="help">Add/remove users, set roles, passwords etc</span>
24 </p>
25 <p>
26 <b><a href="#!Permission Engine">Permission Manager</a></b><br>
27 <span class="help">Set permissions on transactions / masters</span>
28 </p>
29 <p>
30 <b><a href="#!List/Authorization Rule">Amount based Authorization Rules</a></b><br>
31 <span class="help">Restrict submission rights based on amount</span>
32 </p>
33 </div>
34 <div class="setup-column">
35 <h3>Data</h3>
36 <p>
37 <b><a href="#!data-import-tool">Data Import Tool</a></b><br>
38 <span class="help">Import data from spreadsheet (csv) files</span>
39 </p>
40 <p>
41 <b><a href="#!Form/Global Defaults/Global Defaults">Global Defaults</a></b><br>
42 <span class="help">Set default values for entry</span>
43 </p>
44 <p>
45 <b><a href="#!Trash">Recycle Bin</a></b><br>
46 <span class="help">Un-trash items</span>
47 </p>
48 <p>
49 <b><a href="#!Form/Rename Tool/Rename Tool">Rename Master</a></b><br>
50 <span class="help">Rename a single master record</span>
51 </p>
Rushabh Mehta4c562752012-06-14 11:05:09 +053052 </div>
53 <div class="setup-column">
54 <h3>Email and Notifications</h3>
55 <p>
56 <b><a href="#!Form/Email Settings/Email Settings">Email Settings</a></b><br>
57 <span class="help">Out going mail server and support ticket mailbox</span>
58 </p>
59 <p>
60 <b><a href="#!Form/Notification Control/Notification Control">Auto Notifications</a></b><br>
61 <span class="help">Automatic email sending to customers and suppliers</span>
62 </p>
63 <p>
64 <b><a href="#!List/Email Digest">Email Digests</a></b><br>
65 <span class="help">Daily, weekly, monthly email Digests</span>
66 </p>
67 <p>
68 <b><a href="#!Form/SMS Settings/SMS Settings">SMS Setup</a></b><br>
69 <span class="help">Setup outgoing SMS via your bulk SMS provider</span>
70 </p>
71 <p>
72 <b><a href="#!Form/SMS Center/SMS Center">Send Bulk SMS</a></b><br>
73 <span class="help">Send bulk SMS to leads, customers, contacts</span>
74 </p>
75 </div>
76 <div class="setup-column">
77 <h3>Customize ERPNext</h3>
78 <p>
79 <b><a href="#!Form/Customize Form/Customize Form">Customize Forms</a></b><br>
80 <span class="help">Change entry properties (hide fields, make mandatory etc)</span>
81 </p>
82 <p>
83 <b><a href="#!List/Custom Field">Custom Fields</a></b><br>
84 <span class="help">Add fields to forms</span>
85 </p>
86 <p>
87 <b><a href="#!List/Custom Script">Custom Scripts</a></b><br>
88 <span class="help">Add custom code to forms</span>
89 </p>
90 <p>
91 <b><a href="#!Form/Features Setup/Features Setup">Disable Features</a></b><br>
92 <span class="help">Simplify entry forms by disabling features</span>
93 </p>
94 <p>
95 <b><a href="#!modules_setup">Modules Setup</a></b><br>
96 <span class="help">Show, hide modules</span>
97 </p>
98 <p>
99 <b><a href="#!Form/Naming Series/Naming Series">Numbering Series</a></b><br>
100 <span class="help">Set multiple numbering series for transactions</span>
101 </p>
102 </div>
103 <div class="setup-column">
104 <h3>Branding and Printing</h3>
105 <p>
106 <b><a href="#!List/Letter Head">Letter Heads</a></b><br>
107 <span class="help">Letter heads for print</span>
108 </p>
109 <p>
110 <b><a href="#!List/Print Format">Print Formats</a></b><br>
111 <span class="help">HTML print formats for quotes, invoices etc</span>
112 </p>
113 <p>
114 <b><a href="#!List/Print Heading">Print Headings</a></b><br>
115 <span class="help">Add headers for standard print formats</span>
116 </p>
117 <!--
118 <p>
119 <b><a href="#!Form/Personalize/Personalize">Home Banner</a></b><br>
120 <span class="help">Add a home page banner</span>
121 </p>
122 -->
123 <p>
124 <b><a href="#!Form/Style Settings/Style Settings">Style Settings</a></b><br>
125 <span class="help">Change background fonts etc</span>
126 </p>
127 </div>
128 <div style="clear: both"></div>
Rushabh Mehtac5471dd2012-02-22 12:07:42 +0530129 </div>
Anand Doshi84638702012-03-22 13:39:23 +0530130</div>