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4
erpnext/docs/user/manual/en/CRM/contact.md
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@@ -18,12 +18,12 @@ To create a new Contact go to,
> CRM > Contact > New
<img class="screenshot" alt="Contact" src="{{docs_base_url}}/assets/img/crm/contact.png">
<img class="screenshot" alt="Contact" src="/docs/assets/img/crm/contact.png">
Or you can add a Contact or Address directly from the Customer record, click on “New
Contact” or “New Address”.
<img class="screenshot" alt="Contact" src="{{docs_base_url}}/assets/img/crm/contact-from-cust.png">
<img class="screenshot" alt="Contact" src="/docs/assets/img/crm/contact-from-cust.png">
> Tip: When you select a Customer in any transaction, one Contact and Address
gets pre-selected. This is the “Default Contact or Address”.

12
erpnext/docs/user/manual/en/CRM/crm_reports.md
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@@ -5,7 +5,7 @@ CRM module's reports helps users to get the information about the prospects. Usi
###Lead Details
It has data about the leads and their contact and address details.
<img alt="Lead Details" class="screenshot"
src="{{docs_base_url}}/assets/img/crm/report/lead.png">
src="/docs/assets/img/crm/report/lead.png">
###Sales Funnel
By using the sales funnel report, and by quantifying the number of prospects at each stage of the process, you can get an idea of your potential customers.
@@ -15,28 +15,28 @@ More than this, by looking at the way these numbers change over time, you can id
For example, if you notice that very few communications with the prospects has taken place in a month which might indicate a decrease in the sales. From the next month, organization should make sure that more communications has to take place with the prospects.
<img alt="Lead Details" class="screenshot"
src="{{docs_base_url}}/assets/img/crm/report/sales_funnel.png">
src="/docs/assets/img/crm/report/sales_funnel.png">
###Prospects Engaged But Not Converted
Using this report, user gets the information about the leads who has shown interest in the business with you but due to some reason they were not converted into the customers.
<img alt="Lead Details" class="screenshot"
src="{{docs_base_url}}/assets/img/crm/report/prospects_engaged_but_not_converted.png">
src="/docs/assets/img/crm/report/prospects_engaged_but_not_converted.png">
###Minutes to First Response for Opportunity
Immediacy is so important – and so valued
In this internet area, we all expect a quicker response time to any of our query. This report gives you the information about the first response time given to an opportunities or issues. Using this report, the organization can improve their first response time to the prospects which can help to the better sales in the future.
<img alt="Lead Details" class="screenshot"
src="{{docs_base_url}}/assets/img/crm/report/minutes_to_first_response.png">
src="/docs/assets/img/crm/report/minutes_to_first_response.png">
###Customer Addresses And Contacts
It has data about the customers and their contact and address details.
<img alt="Lead Details" class="screenshot"
src="{{docs_base_url}}/assets/img/crm/report/customer_address_and_contact.png">
src="/docs/assets/img/crm/report/customer_address_and_contact.png">
###Inactive Customers
This report shows the list of customers who has not purchased since long time.
<img alt="Lead Details" class="screenshot"
src="{{docs_base_url}}/assets/img/crm/report/inactive_customers.png">
src="/docs/assets/img/crm/report/inactive_customers.png">

16
erpnext/docs/user/manual/en/CRM/customer.md
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@@ -11,20 +11,20 @@ You can either directly create your Customers via
> Selling > Customer
<img class="screenshot" alt="Create Customer" src="{{docs_base_url}}/assets/img/crm/create-customer.gif">
<img class="screenshot" alt="Create Customer" src="/docs/assets/img/crm/create-customer.gif">
or upload it via the [Data Import Tool]({{docs_base_url}}/user/manual/en/setting-up/data/data-import-tool.html).
or upload it via the [Data Import Tool](/docs/user/manual/en/setting-up/data/data-import-tool.html).
A Customer can avail the features (operations) in the selling process. The general flow can be summarised as:
<img class="screenshot" alt="Customer" src="{{docs_base_url}}/assets/img/crm/customer-to selling-flowchart.jpeg">
<img class="screenshot" alt="Customer" src="/docs/assets/img/crm/customer-to selling-flowchart.jpeg">
> Note: Customers are separate from Contacts and Addresses. A Customer can
have multiple Contacts and Addresses.
### Contacts and Addresses
[Contacts and Addresses]({{docs_base_url}}/user/manual/en/CRM/contact.html) in ERPNext are stored separately so that you can
[Contacts and Addresses](/docs/user/manual/en/CRM/contact.html) in ERPNext are stored separately so that you can
attach multiple Contacts or Addresses to Customers and Suppliers
Thus we may have identical Customer Names that are uniquely identified by the ID. Since the email address is not part of the
@@ -47,7 +47,7 @@ to create an Account in another Company, just change the Company value and
By default, the system does not generate an account for every customer. All
Customers can be booked in one account called Debtors. In order to manage a
separate account for each customer, you have to first create the account under
Accounts Receivable in the [Chart of Accounts]({{docs_base_url}}/user/manual/en/accounts/chart-of-accounts.html) and then add it on the customer's
Accounts Receivable in the [Chart of Accounts](/docs/user/manual/en/accounts/chart-of-accounts.html) and then add it on the customer's
form accounts table.
### Customer Settings
@@ -62,12 +62,12 @@ You can set how much credit you want to allow for a Customer by adding the
“Credit Limit”. You can also set a global “Credit Limit” in the Company
master. Classifying Customers
ERPNext allows you to group your Customers using [Customer Group]({{docs_base_url}}/user/manual/en/CRM/setup/customer-group.html)
and also divide them into [Territories]({{docs_base_url}}/user/manual/en/setting-up/territory.html)
ERPNext allows you to group your Customers using [Customer Group](/docs/user/manual/en/CRM/setup/customer-group.html)
and also divide them into [Territories](/docs/user/manual/en/setting-up/territory.html)
Grouping will help you get better analysis of your data and
identify which Customers are profitable and which are not. Territories will
help you set sales targets for the respective territories.
You can also mention [Sales Person]({{docs_base_url}}/user/manual/en/CRM/setup/sales-person.html) against a customer.
You can also mention [Sales Person](/docs/user/manual/en/CRM/setup/sales-person.html) against a customer.
### Sales Partner

4
erpnext/docs/user/manual/en/CRM/lead.md
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@@ -26,7 +26,7 @@ To create a Lead, go to:
> CRM > Lead > New Lead
<img class="screenshot" alt="Lead" src="{{docs_base_url}}/assets/img/crm/lead.png">
<img class="screenshot" alt="Lead" src="/docs/assets/img/crm/lead.png">
ERPNext gives you a lot of options you may want to store about your Leads. For
example what is the source, how likely are they to give you business etc. If
@@ -48,7 +48,7 @@ dropdown. Once the Customer is created, the Lead becomes “Converted” and any
further Opportunities from the same source can be created against this
Customer.
<img class="screenshot" alt="Create Customer" src="{{docs_base_url}}/assets/img/crm/lead-to-customer.gif">
<img class="screenshot" alt="Create Customer" src="/docs/assets/img/crm/lead-to-customer.gif">
---

4
erpnext/docs/user/manual/en/CRM/newsletter.md
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@@ -14,8 +14,8 @@ see how it looks to the recepient, you can use the test function. Save the
document before testing. A test email will be sent to your Email Address. You can
send the email to all the intended receipients by clicking on the send button.
<img class="screenshot" alt="Newsletter - New" src="{{docs_base_url}}/assets/img/crm/newsletter-new.png">
<img class="screenshot" alt="Newsletter - New" src="/docs/assets/img/crm/newsletter-new.png">
<img class="screenshot" alt="Newsletter - Test" src="{{docs_base_url}}/assets/img/crm/newsletter-test.png">
<img class="screenshot" alt="Newsletter - Test" src="/docs/assets/img/crm/newsletter-test.png">
{next}

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erpnext/docs/user/manual/en/CRM/opportunity.md
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@@ -9,17 +9,17 @@ You can create an Opportunity from:
#### Figure 1: Create Opportunity
<img class="screenshot" alt="Opportunity" src="{{docs_base_url}}/assets/img/crm/new-opportunity.gif">
<img class="screenshot" alt="Opportunity" src="/docs/assets/img/crm/new-opportunity.gif">
You can also go to an “Open” Lead and select “Opportunity” from the **Make** dropdown.
#### Figure 2: Create Opportunity from an open Lead
<img class="screenshot" alt="Opportunity" src="{{docs_base_url}}/assets/img/crm/lead-to-opportunity.png">
<img class="screenshot" alt="Opportunity" src="/docs/assets/img/crm/lead-to-opportunity.png">
#### Figure 3: Create Opportunity for Customer to Collect their Requirement
<img class="screenshot" alt="Opportunity" src="{{docs_base_url}}/assets/img/crm/requirement-gathering.png">
<img class="screenshot" alt="Opportunity" src="/docs/assets/img/crm/requirement-gathering.png">
An Opportunity can also come from an existing Customer. You can create
multiple Opportunities against the same Lead. In Opportunity, apart from the
@@ -29,7 +29,7 @@ looking for.
#### Make Supplier Quotation
In some businesses, users collect the rates from their supplier against the customer requirement and based on the supplier rates they prepare the quotation for the customer. With ERPNext, you can make a supplier quotation from the opportunity itself.
<img class="screenshot" alt="Opportunity" src="{{docs_base_url}}/assets/img/crm/make-sq-from-opportunity.png">
<img class="screenshot" alt="Opportunity" src="/docs/assets/img/crm/make-sq-from-opportunity.png">
> Best Practice: Leads and Opportunities are often referred as your “Sales
Pipeline” this is what you need to track if you want to be able to predict how

8
erpnext/docs/user/manual/en/CRM/setup/campaign.md
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@@ -4,19 +4,19 @@ A Campaign is a full-scale implementation of a sales strategy to promote a
product or a service. This is done in a market segment of a particular
geographical area, to achieve specified objectives.
<img class="screenshot" alt="Campaign" src="{{docs_base_url}}/assets/img/crm/campaign.png">
<img class="screenshot" alt="Campaign" src="/docs/assets/img/crm/campaign.png">
You can track [Lead]({{docs_base_url}}/user/manual/en/CRM/lead.html), [Opportunity]({{docs_base_url}}/user/manual/en/CRM/opportunity.html), [Quotation]({{docs_base_url}}/user/manual/en/selling/quotation.html) against a campaign.
You can track [Lead](/docs/user/manual/en/CRM/lead.html), [Opportunity](/docs/user/manual/en/CRM/opportunity.html), [Quotation](/docs/user/manual/en/selling/quotation.html) against a campaign.
###Track Leads against Campaign
* To track a 'Lead' against a campaign select 'View Leads'.
<img class="screenshot" alt="Campaign - View Leads" src="{{docs_base_url}}/assets/img/crm/campaign-view-leads.png">
<img class="screenshot" alt="Campaign - View Leads" src="/docs/assets/img/crm/campaign-view-leads.png">
* You shall get a filtered list of all leads made against that campaign.
* You can also create new leads by clicking 'New'
<img class="screenshot" alt="Campaign - New Lead" src="{{docs_base_url}}/assets/img/crm/campaign-new-lead.png">
<img class="screenshot" alt="Campaign - New Lead" src="/docs/assets/img/crm/campaign-new-lead.png">
{next}

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erpnext/docs/user/manual/en/CRM/setup/customer-group.md
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@@ -5,12 +5,12 @@ You can also get trend analysis for each
group. Typically Customers are grouped by market segment (that is usually
based on your domain).
<img class="screenshot" alt="Customer Group Tree" src="{{docs_base_url}}/assets/img/crm/customer-group-tree.png">
<img class="screenshot" alt="Customer Group Tree" src="/docs/assets/img/crm/customer-group-tree.png">
> Tip: If you think all this is too much effort, you can leave it at “Default
Customer Group”. But all this effort, will pay off when you start getting
reports. An example of a sample report is given below:
<img class="screenshot" alt="Customer Group report" src="{{docs_base_url}}/assets/img/crm/sales-analytics-customer.gif">
<img class="screenshot" alt="Customer Group report" src="/docs/assets/img/crm/sales-analytics-customer.gif">
{next}

4
erpnext/docs/user/manual/en/CRM/setup/sales-person.md
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@@ -5,12 +5,12 @@ chart of Sales Persons where each Sales Person’s target can be set
individually. Again as in Territory, the target has to be set against Item
Group.
<img class="screenshot" alt="Sales Person Tree" src="{{docs_base_url}}/assets/img/crm/sales-person-tree.png">
<img class="screenshot" alt="Sales Person Tree" src="/docs/assets/img/crm/sales-person-tree.png">
####Sales Person in Transactions
You can use this Sales Person in Customer and sales transactions like Sales Order, Delivery Note and Sales Invoice.
Click [here]({{docs_base_url}}/user/manual/en/selling/articles/sales-persons-in-the-sales-transactions) to learn more
Click [here](/docs/user/manual/en/selling/articles/sales-persons-in-the-sales-transactions) to learn more
about how Sales Persons are used in the transactions of Sales Cycle.
{next}

10
erpnext/docs/user/manual/en/accounts/accounting-entries.md
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@@ -6,7 +6,7 @@ business.
* Mama (The Tea-stall owner) invests Rs 25000 to start the business.
![A&L]({{docs_base_url}}/assets/old_images/erpnext/assets-1.png)
![A&L](/docs/assets/old_images/erpnext/assets-1.png)
__Analysis:__ Mama invested 25000 in company, hoping to get some profit. In other
words, company is liable to pay 25000 to Mama in the future. So, account
@@ -16,7 +16,7 @@ will debited.
* The company needs equipments (Stove, teapot, cups etc) and raw materials (tea, sugar, milk etc) immediately. He decides to buy from the nearest general store "Super Bazaar" who is a friend so that he gets some credit. Equipments cost him 2800 and raw materials worth of 2200. He pays 2000 out of total cost 5000.
![A&L]({{docs_base_url}}/assets/old_images/erpnext/assets-2.png)
![A&L](/docs/assets/old_images/erpnext/assets-2.png)
__Analysis:__ Equipments are "Fixed Assets" (because they have a long life) of the
company and raw materials "Current Assets" (since they are used for day-to-day
@@ -27,7 +27,7 @@ Bazaar" later, so Super Bazaar will be credited by 3000.
* Mama (who takes care of all entries) decides to book sales at the end of the every day, so that he can analyze daily sales. At the end of the very first day, the tea stall sells 325 cups of tea, which gives net sales of Rs. 1575. The owner happily books his first day sales.
![A&L]({{docs_base_url}}/assets/old_images/erpnext/assets-3.png)
![A&L](/docs/assets/old_images/erpnext/assets-3.png)
__Analysis:__ Income has been booked in "Sales of Tea" account which has been
credited to increase the value and the same amount will be debited to "Cash"
@@ -38,7 +38,7 @@ sold" account by same amount.
At the end of the month, the company paid the rent amount of stall (5000) and
salary of one employee (8000), who joined from the very first day.
![A&L]({{docs_base_url}}/assets/old_images/erpnext/assets-4.png)
![A&L](/docs/assets/old_images/erpnext/assets-4.png)
### Booking Profit
@@ -49,7 +49,7 @@ its a liability for the company (it has to pay it to Mama). When the Balance
Sheet is not balanced i.e. Debit is not equal to Credit, the profit has not
yet been booked. To book profit, the following entry has to be made:
![A&L]({{docs_base_url}}/assets/old_images/erpnext/assets-5.png)
![A&L](/docs/assets/old_images/erpnext/assets-5.png)
Explanation: Company's net sales and expenses are 40000 and 20000
respectively. So, company made a profit of 20000. To make the profit booking

8
erpnext/docs/user/manual/en/accounts/accounting-reports.md
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@@ -9,7 +9,7 @@ and between a period. This will help you to get a full update for all entries
done in that period for that Account.
<img alt="General Ledger" class="screenshot"
src="{{docs_base_url}}/assets/img/accounts/general-ledger.png">
src="/docs/assets/img/accounts/general-ledger.png">
### Trial Balance
@@ -22,7 +22,7 @@ the:
* Credits
* Closing
<img alt="Trial Balance" class="screenshot" src="{{docs_base_url}}/assets/img/accounts/trial-balance.png">
<img alt="Trial Balance" class="screenshot" src="/docs/assets/img/accounts/trial-balance.png">
The sum of all closing balances in a Trial Balance must be zero.
@@ -32,7 +32,7 @@ These reports help you to track the outstanding invoices sent to Customer and
Suppliers. In this report, you will get your outstanding amounts period wise.
i.e. between 0-30 days, 30-60 days and so on.
<img alt="Accounts Receivable" class="screenshot" src="{{docs_base_url}}/assets/img/accounts/accounts-receivable.png">
<img alt="Accounts Receivable" class="screenshot" src="/docs/assets/img/accounts/accounts-receivable.png">
### Sales and Purchase Register
@@ -40,6 +40,6 @@ In this report, each tax Account is transposed in columns. For each Invoice and
invoice Item, you will get the amount of individual tax that has been paid,
based on the Taxes and Charges table.
<img alt="Sales Register" class="screenshot" src="{{docs_base_url}}/assets/img/accounts/sales-register.png">
<img alt="Sales Register" class="screenshot" src="/docs/assets/img/accounts/sales-register.png">
{next}

6
erpnext/docs/user/manual/en/accounts/advance-payment-entry.md
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@@ -24,7 +24,7 @@ the row "Is Advance" click 'Yes'.
#### Figure 1 : Journal Entry -Advance Entry
<img class="screenshot" alt="Advace Payment" src="{{docs_base_url}}/assets/img/accounts/advance-payment-1.png">
<img class="screenshot" alt="Advace Payment" src="/docs/assets/img/accounts/advance-payment-1.png">
### Double Entry Accounting
@@ -41,7 +41,7 @@ will be credited because it has given value.
#### Figure 2: Transaction and Difference Entry
<img class="screenshot" alt="Advace Payment" src="{{docs_base_url}}/assets/img/accounts/advance-payment-2.png">
<img class="screenshot" alt="Advace Payment" src="/docs/assets/img/accounts/advance-payment-2.png">
Save and submit the Journal Entry. If this document is not saved it will not be pulled in
other accounting documents.
@@ -55,7 +55,7 @@ advance in the advances table. The accounting will be adjusted accordingly.
#### Figure 3: Receive Advance
<img class="screenshot" alt="Advace Payment" src="{{docs_base_url}}/assets/img/accounts/advance-payment-3.png">
<img class="screenshot" alt="Advace Payment" src="/docs/assets/img/accounts/advance-payment-3.png">
Save and submit the Sales Invoice.

4
erpnext/docs/user/manual/en/accounts/articles/adjust-withhold-amount-payment-entry.md
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@@ -24,7 +24,7 @@ To create Payment Entry, go to unpaid Sales Invoice and create click on Make Pay
Enter Payment Amount as 19,600.
<img alt="Sales Invoice Payment Amount" class="screenshot" src="{{docs_base_url}}/assets/img/articles/withhold-1.png">
<img alt="Sales Invoice Payment Amount" class="screenshot" src="/docs/assets/img/articles/withhold-1.png">
#####Step 2.2: Allocate Against Sales Invoice
@@ -34,6 +34,6 @@ Against Sales Invoice, allocate 20,000 (explained in GIF below).
You can notice that there is a difference of 400 in the Payment Amount and the Amount Allocated against Sales Invoice. You can book this difference account under Withhold Account.
<img alt="Deduction/Loss Account" class="screenshot" src="{{docs_base_url}}/assets/img/articles/withhold-2.gif">
<img alt="Deduction/Loss Account" class="screenshot" src="/docs/assets/img/articles/withhold-2.gif">
Following same steps, you can also manage difference availed due to Currency Exchange Gain/Loss.

10
erpnext/docs/user/manual/en/accounts/articles/c-form.md
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@@ -16,7 +16,7 @@ Following are step to manage C-Form related sales in ERPNext.
While creating Sales invoice for the customer, set C-Form applicability in Sales Invoice. In More Info section of Sales Invoice, set field called **Is C-Form Applicable** as **Yes**. Bydefault, this field will have No for a value.
![C-form]({{docs_base_url}}/assets/img/articles/Selection_0028c9f9a.png)
![C-form](/docs/assets/img/articles/Selection_0028c9f9a.png)
Updating this field as Yes will allow you to pull this Sales Invoice in the C-Form Tool, and update C-Form No. as received from the Customer.
@@ -28,22 +28,22 @@ Go to `Accounts > Setup > C-Form > New`
Enter details like C-Form No, Received Date, State and Amount etc. Select Customer and pull related Sales Invoices under provided table.
![New C-Form]({{docs_base_url}}/assets/img/articles/Selection_020f01c1e.png)
![New C-Form](/docs/assets/img/articles/Selection_020f01c1e.png)
####Save & Submit C-Form
After entering details, save and submit C-Form record. On save system will generate C-Form record and on submission update that C-Form No. in the Sales Invoice.
![C-Form]({{docs_base_url}}/assets/img/articles/Selection_02178f9d6.png)
![C-Form](/docs/assets/img/articles/Selection_02178f9d6.png)
C-Form serial no will be updated in related invoice under the field 'C-Form No'.
![C-Form No]({{docs_base_url}}/assets/img/articles/Selection_022b7c6d5.png)
![C-Form No](/docs/assets/img/articles/Selection_022b7c6d5.png)
####Tracking Pending Invoice for C-Form
To track invoices for which C-Form has not yet been received from Customer, you can create custom report on Sales Invoice. In this report, you can filter invoices which doesn't have C-Form updated in them yet, and followup with the customer accordingly.
![C-Form Report]({{docs_base_url}}/assets/img/articles/Selection_026.png)
![C-Form Report](/docs/assets/img/articles/Selection_026.png)
<!-- markdown -->

8
erpnext/docs/user/manual/en/accounts/articles/changing-parent-account.md
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@@ -16,22 +16,22 @@ Click on Account for which Parent Account is to be changed.
####2. Edit Account
<img alt="Project Default Cost Center" class="screenshot" src="{{docs_base_url}}/assets/img/articles/change-parent-1.png">
<img alt="Project Default Cost Center" class="screenshot" src="/docs/assets/img/articles/change-parent-1.png">
####3. Change Parent Account
Search and select preferred Parent Account and save.
<img alt="Project Default Cost Center" class="screenshot" src="{{docs_base_url}}/assets/img/articles/change-parent-2.png">
<img alt="Project Default Cost Center" class="screenshot" src="/docs/assets/img/articles/change-parent-2.png">
Refresh system from Help menu to experience the change.
<img alt="Project Default Cost Center" class="screenshot" src="{{docs_base_url}}/assets/img/articles/change-parent-3.png">
<img alt="Project Default Cost Center" class="screenshot" src="/docs/assets/img/articles/change-parent-3.png">
<div class="well"> Note: Parent cannot be customized for the Root Accounts, like Asset, Liability, Income, Expense, Equity.</div>
#### Quick Help
<img alt="Project Default Cost Center" class="screenshot" src="{{docs_base_url}}/assets/img/articles/change-parent-account-1.gif">
<img alt="Project Default Cost Center" class="screenshot" src="/docs/assets/img/articles/change-parent-account-1.gif">
<!-- markdown -->

4
erpnext/docs/user/manual/en/accounts/articles/difference-entry-button.md
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@@ -4,13 +4,13 @@
As per accounting standards, debit in a accounting entry must be equal to credit. If not, system does allow submission of accounting transaction, thereby stops ledger posting. In ERPNext, on saving accounting entry, system validates if debit and credit is tallying.
<img alt="Debit Credit Not Equal" class="screenshot" src="{{docs_base_url}}/assets/img/articles/difference-entry-1.png">
<img alt="Debit Credit Not Equal" class="screenshot" src="/docs/assets/img/articles/difference-entry-1.png">
To have entry balanced, you should one more row, select another account, and update different amount in it. Or you can add difference amount in one of the Account's row itself.
On clicking 'Make Difference Entry' button, new Row will be added under Journal Entry Accounts table, with difference amount. You can edit that row to select appropriate Account.
<img alt="Debit Credit Not Equal" class="screenshot" src="{{docs_base_url}}/assets/img/articles/difference-entry-2.gif">
<img alt="Debit Credit Not Equal" class="screenshot" src="/docs/assets/img/articles/difference-entry-2.gif">
On selecting account under new row, debit and credit an entry will be tallying, and you should be able to submit Journal Entri correctly.

6
erpnext/docs/user/manual/en/accounts/articles/fiscal-year-error.md
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@@ -12,19 +12,19 @@ Only User with System Manager's Role Assigned has permission to create new Fisca
`Accounts > Setup > Fiscal Year`
Click [here]({{docs_base_url}}/user/manual/en/accounts/setup/fiscal-year.html) to learn more about Fiscal Year.
Click [here](/docs/user/manual/en/accounts/setup/fiscal-year.html) to learn more about Fiscal Year.
#### Set Fiscal Year as Default
After Fiscal Year is saved, you will find option to set that Fiscal year as Default.
<img alt="Debit Credit Not Equal" class="screenshot" src="{{docs_base_url}}/assets/img/articles/fiscal-year-error-1.png">
<img alt="Debit Credit Not Equal" class="screenshot" src="/docs/assets/img/articles/fiscal-year-error-1.png">
Default Fiscal Year will be updated in the Global Default setting as well. You can manually update Default Fiscal Year from:
`Setup > Settings > Global Default`
<img alt="Debit Credit Not Equal" class="screenshot" src="{{docs_base_url}}/assets/img/articles/fiscal-year-error-2.png">
<img alt="Debit Credit Not Equal" class="screenshot" src="/docs/assets/img/articles/fiscal-year-error-2.png">
Save Global Default, and Reload your ERPNext account. Then, default Fiscal Year will be auto-updated in your transactions.

6
erpnext/docs/user/manual/en/accounts/articles/freeze-accounting-entries.md
View File

@@ -12,12 +12,12 @@ To freeze accounting entries upto a certain date, follow below given steps.
Set date in the **Accounts Frozen Upto** field.
<img alt="Accounts Frozen Date" class="screenshot" src="{{docs_base_url}}/assets/img/articles/frozen-date-1.png">
<img alt="Accounts Frozen Date" class="screenshot" src="/docs/assets/img/articles/frozen-date-1.png">
Now, the system will not allow to make any accounting entries before set date. If at all someone tries creating entries, system will show error message as below.
<img alt="Frozen Date Error" class="screenshot" src="{{docs_base_url}}/assets/img/articles/frozen-date-2.png">
<img alt="Frozen Date Error" class="screenshot" src="/docs/assets/img/articles/frozen-date-2.png">
You can still allow user with certain role to create/edit entries within accounts frozen date. You can set that Role in the Account Settings itself.
<img alt="Frozen Date Error" class="screenshot" src="{{docs_base_url}}/assets/img/articles/frozen-date-3.png">
<img alt="Frozen Date Error" class="screenshot" src="/docs/assets/img/articles/frozen-date-3.png">

4
erpnext/docs/user/manual/en/accounts/articles/how-to-freeze-accounting-ledger.md
View File

@@ -14,7 +14,7 @@ To edit an Account, go to Chart of Accounts:
`Explore > Accounts > Chart of Accounts`
<img class="screenshot" alt="Freeze Account" src="{{docs_base_url}}/assets/img/articles/freeze-account-1.png">
<img class="screenshot" alt="Freeze Account" src="/docs/assets/img/articles/freeze-account-1.png">
Click on Account in which Frozen Date is to be updated.
@@ -22,7 +22,7 @@ Click on Account in which Frozen Date is to be updated.
In the Account form, you will find a field called **Frozen**. Set value in this field as 'Yes'
<img class="screenshot" alt="Freeze Account" src="{{docs_base_url}}/assets/img/articles/freeze-account-2.png">
<img class="screenshot" alt="Freeze Account" src="/docs/assets/img/articles/freeze-account-2.png">
####Step 3: Save

4
erpnext/docs/user/manual/en/accounts/articles/manage-foreign-exchange-difference.md
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@@ -6,7 +6,7 @@ In ERPNext, you can create transactions in the foriegn currency as well. When cr
To mange currency difference, create Account **Foreign Exchange Gain/Loss**. This account is generally created on the Expense side of P&L statement. However, you can place it under another group as per your accounting requirement.
<img alt="Accounts Frozen Date" class="screenshot" src="{{docs_base_url}}/assets/img/articles/exchange-rate-difference-1.png">
<img alt="Accounts Frozen Date" class="screenshot" src="/docs/assets/img/articles/exchange-rate-difference-1.png">
#### Book Payment Entry
@@ -16,7 +16,7 @@ In the below scenario, Sales Invoice was made EUR, at the exchange rate of 1.090
One receipt of payment, exchange rate changed. As per the new exchange rate, payment received in the base currency was $1080. This means gain of $80 due to change in exchange rate. Following is how Foreign Exchange Gain will be booked in this scenerio.
<img alt="Accounts Frozen Date" class="screenshot" src="{{docs_base_url}}/assets/img/articles/exchange-rate-difference-2.gif">
<img alt="Accounts Frozen Date" class="screenshot" src="/docs/assets/img/articles/exchange-rate-difference-2.gif">
In case you incur loss due to change foriegn exchnage rate, then different amount about be updated in the debit of Foreign Exchange Gain/Loss account. Also you can add another row to update another expenses like bank charges, remittance charges etc.

4
erpnext/docs/user/manual/en/accounts/articles/managing-transactions-in-multiple-currency.md
View File

@@ -18,7 +18,7 @@ Select Customer from the Customer master. If default Currency is updated in the
Currency Exchange between base currency and customer currency will auto-fetch.
<img alt="Accounts Frozen Date" class="screenshot" src="{{docs_base_url}}/assets/img/articles/multiple-currency-1.gif">
<img alt="Accounts Frozen Date" class="screenshot" src="/docs/assets/img/articles/multiple-currency-1.gif">
#### Step 4: Update Details
@@ -28,7 +28,7 @@ Update other details like Item, Taxes, Terms. In the Taxes and other Charges tab
Save Sales Invoice and then check Print Format. For all the Currency field (rate, amount, totals) Customer's Currency symbol will be updated as well.
<img alt="Accounts Frozen Date" class="screenshot" src="{{docs_base_url}}/assets/img/articles/multiple-currency-2.png">
<img alt="Accounts Frozen Date" class="screenshot" src="/docs/assets/img/articles/multiple-currency-2.png">
#### Currency Exchange Masters

6
erpnext/docs/user/manual/en/accounts/articles/post-dated-cheque-entry.md
View File

@@ -16,7 +16,7 @@ To open new journal voucher go to
Assuming your Cheque Date is 31st December, 2016 (or any future date). As a result, this posting in your bank ledger will appear on Posting Date updated.
<img alt="JE Posting Date" class="screenshot" src="{{docs_base_url}}/assets/img/articles/post-dated-1.png">
<img alt="JE Posting Date" class="screenshot" src="/docs/assets/img/articles/post-dated-1.png">
Note: Payment Entry Reference Date should equal to or less than Posting Date.
@@ -26,9 +26,9 @@ After entering required details, Save and Submit the Payment Entry.
####Adjusting Post Dated Cheque Entry
You can adjust Post Dated Payment Entry against an invoice via [Payment Reconciliation Tool]({{docs_base_url}}/user/manual/en/accounts/tools/payment-reconciliation.html).
You can adjust Post Dated Payment Entry against an invoice via [Payment Reconciliation Tool](/docs/user/manual/en/accounts/tools/payment-reconciliation.html).
When cheque is cleared, i.e. on actual date on the cheque, you can update its Clearance Date via [Bank Reconciliation Tool]({{docs_base_url}}/user/manual/en/accounts/tools/bank-reconciliation.html).
When cheque is cleared, i.e. on actual date on the cheque, you can update its Clearance Date via [Bank Reconciliation Tool](/docs/user/manual/en/accounts/tools/bank-reconciliation.html).
In the Chart of Accounts, you might find value of this Payment Entry already reflecting against bank Account. You should check **Bank Reconciliation Statement**, a report in the account module to know difference of bank balance as per system, and actual balance in the bank's statement.
<!-- markdown -->

16
erpnext/docs/user/manual/en/accounts/articles/tracking-project-profitability-using-cost-center.md
View File

@@ -17,7 +17,7 @@ To create new Project, go to:
`Projects > Project > New`
<img alt="Project Default Cost Center" class="screenshot" src="{{docs_base_url}}/assets/img/articles/project-cost-center-4.png">
<img alt="Project Default Cost Center" class="screenshot" src="/docs/assets/img/articles/project-cost-center-4.png">
#### 1.2 Create Cost Center
@@ -27,13 +27,13 @@ To create new Cost Center, go to:
`Accounts > Setup > Cost Center`
[Click here to learn how to manage Cost Centers.]({{docs_base_url}}/user/manual/en/accounts/setup/cost-center.html)
[Click here to learn how to manage Cost Centers.](/docs/user/manual/en/accounts/setup/cost-center.html)
#### 1.3 Update Cost Center in the Project
Update Cost Center in the Project master.
<img alt="Project Default Cost Center" class="screenshot" src="{{docs_base_url}}/assets/img/articles/project-cost-center-1.png">
<img alt="Project Default Cost Center" class="screenshot" src="/docs/assets/img/articles/project-cost-center-1.png">
In the sales and purchase transactions, if Project is selected, then Cost Center will fetched from the Project master.
@@ -45,7 +45,7 @@ Let's check how this setting will affect your sales and purchase entries.
In the sales transactions (which are Sales Order, Delivery Note and Sales Invoice), Project will be selected in the More Info section. On selection of a Project, respective Cost Center will be updated for all the items in that transaction. Cost Center will be updated on in the transactions which has Cost Center field.
<img alt="Project Default Cost Center" class="screenshot" src="{{docs_base_url}}/assets/img/articles/project-cost-center-2.png">
<img alt="Project Default Cost Center" class="screenshot" src="/docs/assets/img/articles/project-cost-center-2.png">
#### 2.2 Project in the Purchase Transactions
@@ -53,7 +53,7 @@ In the purchase transactions, Project is define for each line item. This is beca
As per perpetual inventory valuation system, expense for the purchased item will be booked when raw-materials are consumed. On consumption of goods, if you are creating Material Issue (stock) entry, then Expense Cost (says Cost of Goods Sold) and Project's Cost Center should be updated in that entry.
<img alt="Project Default Cost Center" class="screenshot" src="{{docs_base_url}}/assets/img/articles/project-cost-center-3.png">
<img alt="Project Default Cost Center" class="screenshot" src="/docs/assets/img/articles/project-cost-center-3.png">
### 3. Accounting Report for a Project
@@ -63,11 +63,11 @@ Since Project's Cost Center is updated in both sales and purchase entries, you c
**Monthly Project Analysis**
<img alt="Project Default Cost Center" class="screenshot" src="{{docs_base_url}}/assets/img/articles/project-cost-center-5.png">
<img alt="Project Default Cost Center" class="screenshot" src="/docs/assets/img/articles/project-cost-center-5.png">
**Overall Profitability**
<img alt="Project Default Cost Center" class="screenshot" src="{{docs_base_url}}/assets/img/articles/project-cost-center-6.png">
<img alt="Project Default Cost Center" class="screenshot" src="/docs/assets/img/articles/project-cost-center-6.png">
#### 3.2 Projectwise Budgeting
@@ -77,6 +77,6 @@ To check Budget Variance report, go to:
`Accounts > Budget and Cost Center > Budget Variance Report`
[Click here to learn how to do budgeting from Cost Center]({{docs_base_url}}/user/manual/en/accounts/budgeting.html).
[Click here to learn how to do budgeting from Cost Center](/docs/user/manual/en/accounts/budgeting.html).
<!-- markdown -->

2
erpnext/docs/user/manual/en/accounts/articles/update-stock-option-in-sales-invoice.md
View File

@@ -4,7 +4,7 @@
If you have items delivery and invoicing happening at the same time, you can create delivery from with Sales Invoice itself. Sales Invoice has field called **Update Stock**, just before Item table. If this field is checked, on submission of Sales Invoice, stock of Item will be deducted from selected Warehouse.
<img alt="Update Stock" class="screenshot" src="{{docs_base_url}}/assets/img/articles/update-stock.png">
<img alt="Update Stock" class="screenshot" src="/docs/assets/img/articles/update-stock.png">
On checking Update Stock, Sales Invoice Item will show relevant fields like Warehouse, Serial No., Batch No., Item valuation etc.

4
erpnext/docs/user/manual/en/accounts/articles/what-is-the-differences-of-total-and-valuation-in-tax-and-charges.md
View File

@@ -8,7 +8,7 @@ Consider Tax or Charge field in Purchase Taxes and Charges master has three valu
- Valuation
- Total and Valuation
<img alt="Purchase Tax and Charges Categories" class="screenshot" src="{{docs_base_url}}/assets/img/articles/purchase-other-charges-1.png">
<img alt="Purchase Tax and Charges Categories" class="screenshot" src="/docs/assets/img/articles/purchase-other-charges-1.png">
Let's consider an example to understand an effect of each charge type. We purchase ten units of item, at the rate of 800. total purchase amount is 800. Purchased item has 4% VAT applied on it, and INR 100 was incurred in transportation.
@@ -26,7 +26,7 @@ Tax or charge categorized as **Valuation** will be added in the value of purchas
Transportation charge of INR 100 should be categorized as valuation. With this, the value of purchased item will be increased from 800 to 900. Also, this charge will be not be added to the total of purchase transaction, because it your expense, and should not be reflected to the supplier.
Check [here]({{docs_base_url}}/user/manual/en/stock/accounting-of-inventory-stock/perpetual-inventory.html) to learn general posting done for expense categorized as Valuation.
Check [here](/docs/user/manual/en/stock/accounting-of-inventory-stock/perpetual-inventory.html) to learn general posting done for expense categorized as Valuation.
####Total and Valuation:

2
erpnext/docs/user/manual/en/accounts/bank-guarantee.md
View File

@@ -6,6 +6,6 @@ A client may ask you to provide a Bank Guarantee from a third party such as a ba
This document allows you to track Bank Guarantees given to clients. You can set Email Alerts as the Bank Guarantee expiry date approaches to remind yourself to get the Bank Guarantee back from your client.
<img class="screenshot" alt="Bank Guarantee" src="{{docs_base_url}}/assets/img/accounts/bank-guarantee.png">
<img class="screenshot" alt="Bank Guarantee" src="/docs/assets/img/accounts/bank-guarantee.png">
{next}

10
erpnext/docs/user/manual/en/accounts/budgeting.md
View File

@@ -12,7 +12,7 @@ To create new Cost Center, go to:
> Accounts > Budget and Cost Center > Chart of Cost Center > Add New Cost Center
<img class="screenshot" alt="Budget" src="{{docs_base_url}}/assets/img/accounts/budgeting-cost-center.png">
<img class="screenshot" alt="Budget" src="/docs/assets/img/accounts/budgeting-cost-center.png">
###Budgeting
@@ -30,20 +30,20 @@ In the Budget form, select a Cost Center. Budgets can be defined against any Cos
In the Budgets table, select Income / Expense account for which Budget is to be defined.
<img class="screenshot" alt="Budget" src="{{docs_base_url}}/assets/img/accounts/budget-account.png">
<img class="screenshot" alt="Budget" src="/docs/assets/img/accounts/budget-account.png">
####Step 4: Monthly Distribution
If you have seasonal business, you can also define a Monthly Distribution record, to distribute the budget between months. If you don't set the monthly distribution, ERPNext will calculate the budget on yearly
basis or in equal proportion for every month.
<img class="screenshot" alt="Monthly Distribution" src="{{docs_base_url}}/assets/img/accounts/monthly-budget-distribution.png">
<img class="screenshot" alt="Monthly Distribution" src="/docs/assets/img/accounts/monthly-budget-distribution.png">
####Step 5: Alert on Budget
While setting budget, you can also define the actions when expenses will exceed the allocated budget for a period. You can set separate action for monthly and annual budgets. There are 3 types of actions: Stop, Warn and Ignore. If Stop, system will not allow to book expenses more than allocated budget. In Case of Warn, it will just warn the user that expenses has been exceeded from the allocated budget. And Ignore will do nothing.
<img class="screenshot" alt="Monthly Distribution" src="{{docs_base_url}}/assets/img/accounts/budget-warning.png">
<img class="screenshot" alt="Monthly Distribution" src="/docs/assets/img/accounts/budget-warning.png">
####Budget Variance Report
@@ -53,6 +53,6 @@ To check Budget Variance report, go to:
Accounts > Budget and Cost Center > Budget Variance Report
<img class="screenshot" alt="Budget Variance Report" src="{{docs_base_url}}/assets/img/accounts/budget-variance-report.png">
<img class="screenshot" alt="Budget Variance Report" src="/docs/assets/img/accounts/budget-variance-report.png">
{next}

14
erpnext/docs/user/manual/en/accounts/chart-of-accounts.md
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@@ -27,13 +27,13 @@ such as Balance Sheet, Profit and Loss statement and Cash flow statement.
An Example of various financial statement are given below:
#### Cash Flow Report
<img class="screenshot" alt="Cash Flow Report" src="{{docs_base_url}}/assets/img/accounts/cash_flow_report.png">
<img class="screenshot" alt="Cash Flow Report" src="/docs/assets/img/accounts/cash_flow_report.png">
#### Profit and Loss Report
<img class="screenshot" alt="Profit and Loss Report" src="{{docs_base_url}}/assets/img/accounts/profit_n_loss_report.png">
<img class="screenshot" alt="Profit and Loss Report" src="/docs/assets/img/accounts/profit_n_loss_report.png">
#### Balance Sheet Report
<img class="screenshot" alt="Balance Sheet Report" src="{{docs_base_url}}/assets/img/accounts/balance_sheet_report.png">
<img class="screenshot" alt="Balance Sheet Report" src="/docs/assets/img/accounts/balance_sheet_report.png">
To edit your Chart of Accounts in ERPNext go to:
@@ -48,7 +48,7 @@ based on statutory (tax, compliance to government regulations) requirements.
Let us understand the main groups of the Chart of Accounts.
<img class="screenshot" alt="Chart of Accounts" src="{{docs_base_url}}/assets/img/accounts/chart-of-accounts-1.png">
<img class="screenshot" alt="Chart of Accounts" src="/docs/assets/img/accounts/chart-of-accounts-1.png">
### Balance Sheet Accounts
@@ -86,7 +86,7 @@ beginning and end of your Fiscal Year, they become zero.
In ERPNext it is easy to create a Profit and Loss analysis chart. An example
of a Profit and Loss analysis chart is given below:
<img class="screenshot" alt="Financial Analytics Profit and Loss Statement" src="{{docs_base_url}}/assets/img/accounts/financial-analytics-pl.png">
<img class="screenshot" alt="Financial Analytics Profit and Loss Statement" src="/docs/assets/img/accounts/financial-analytics-pl.png">
(On the first day of the year you have not made any profit or loss, but you
still have assets, hence balance sheet accounts never become zero at the
@@ -106,7 +106,7 @@ Supplier).
> Note: An Account “Ledger” is also sometimes called as Account “Head”.
<img class="screenshot" alt="Chart of Accounts" src="{{docs_base_url}}/assets/img/accounts/chart-of-accounts-2.png">
<img class="screenshot" alt="Chart of Accounts" src="/docs/assets/img/accounts/chart-of-accounts-2.png">
### Other Account Types
@@ -121,7 +121,7 @@ To create new Accounts, explore your Chart of Accounts and click on an Account
group under which you want to create the new Account. On the right side, you
will see an option to “Open” or “Add Child” a new Account.
<img class="screenshot" alt="Chart of Accounts" src="{{docs_base_url}}/assets/img/accounts/chart-of-accounts-3.png">
<img class="screenshot" alt="Chart of Accounts" src="/docs/assets/img/accounts/chart-of-accounts-3.png">
Option to create will only appear if you click on a Group (folder) type
Account.

4
erpnext/docs/user/manual/en/accounts/credit-limit.md
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@@ -14,7 +14,7 @@ To set credit limit go to Customer - Master
#### Figure 1: Credit Limit
<img class="screenshot" alt="Credit Limit" src="{{docs_base_url}}/assets/img/accounts/credit-limit-1.png">
<img class="screenshot" alt="Credit Limit" src="/docs/assets/img/accounts/credit-limit-1.png">
Go to the 'More Info section' and enter the amount in the field Credit Limit.
@@ -29,7 +29,7 @@ accept orders or raise credit limits of customers.
#### Figure 2: Credit Controller
<img class="screenshot" alt="Credit Limit" src="{{docs_base_url}}/assets/img/accounts/credit-limit-2.png">
<img class="screenshot" alt="Credit Limit" src="/docs/assets/img/accounts/credit-limit-2.png">
Save the changes.

8
erpnext/docs/user/manual/en/accounts/item-wise-taxation.md
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@@ -12,17 +12,17 @@ Items on which differential tax rate is applied, you should mention tax rate for
Here is the example of Item on which 12% GST is applied only.
<img class="screenshot" alt="Opening Account" src="{{docs_base_url}}/assets/img/accounts/item-wise-tax.png">
<img class="screenshot" alt="Opening Account" src="/docs/assets/img/accounts/item-wise-tax.png">
For the item which is exempted from GST totally, mention 0% as tax rate in the Item master.
<img class="screenshot" alt="Opening Account" src="{{docs_base_url}}/assets/img/accounts/exempted-item.png">
<img class="screenshot" alt="Opening Account" src="/docs/assets/img/accounts/exempted-item.png">
####Step 2: Setup Taxes and Other Charges
In Sales Taxes and Other Charges master, select GST 16% account and mention Tax Rate as 16. This tax rate will be applied on all the Items selected in the Sales Order, unless specific Tax Rate is defined in the Item master.
<img class="screenshot" alt="Opening Account" src="{{docs_base_url}}/assets/img/accounts/tax-master.png">
<img class="screenshot" alt="Opening Account" src="/docs/assets/img/accounts/tax-master.png">
<div class="well">If you want to have tax rate always applied from the Item master, then you should update Rate for the tax account as zero in the Taxes and Charges master.</div>
@@ -30,7 +30,7 @@ In Sales Taxes and Other Charges master, select GST 16% account and mention Tax
In the Sales Order, we have selected many Items. For the items mentioned in blue, tax rate is applied based on tax rate mentioned in the taxes table. For the items highlited in red, tax rate has fetched for them from the respective item master.
<img class="screenshot" alt="Opening Account" src="{{docs_base_url}}/assets/img/accounts/tax-calulation.png">
<img class="screenshot" alt="Opening Account" src="/docs/assets/img/accounts/tax-calulation.png">
Please note that item's tax rate will be pulled from the item master only if you have update same tax account (GST 16% in this case) in both Item master and tax master.

2
erpnext/docs/user/manual/en/accounts/journal-entry.md
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@@ -9,7 +9,7 @@ To create a Journal Entry go to:
> Accounts > Documents > Journal Entry > New
<img class="screenshot" alt="Journal Entry" src="{{docs_base_url}}/assets/img/accounts/journal-entry.png">
<img class="screenshot" alt="Journal Entry" src="/docs/assets/img/accounts/journal-entry.png">
In a Journal Entry, you must select.

22
erpnext/docs/user/manual/en/accounts/managing-fixed-assets.md
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@@ -6,7 +6,7 @@ In ERPNext, you can maintain fixed asset records like Computers, Furnitures, Car
Based on the type of assets, create Asset Category. For example, all your desktops and laptops can be part of an Asset Category named "Computers". Here you can set default depreciation method, periodicity and depreciation related accounts, which will be applicable to all the assets under the category.
<img class="screenshot" alt="Asset Category" src="{{docs_base_url}}/assets/img/accounts/asset-category.png">
<img class="screenshot" alt="Asset Category" src="/docs/assets/img/accounts/asset-category.png">
> **Note:** You can also set default depreciation related Accounts and Cost Centers in Company master.
@@ -14,13 +14,13 @@ Based on the type of assets, create Asset Category. For example, all your deskto
Asset master is the heart of fixed asset management feature. All the transactions related to Asset like purchasing, sales, depreciation, scrapping will be managed from the Asset master.
<img class="screenshot" alt="Asset" src="{{docs_base_url}}/assets/img/accounts/asset.png">
<img class="screenshot" alt="Asset" src="/docs/assets/img/accounts/asset.png">
Explanation of the fields:
1. Item Code: An Item for the Asset must be a non-stock item, with "Is Asset" field checked.
<img class="screenshot" alt="Asset Item" src="{{docs_base_url}}/assets/img/accounts/asset-item.png">
<img class="screenshot" alt="Asset Item" src="/docs/assets/img/accounts/asset-item.png">
2. Asset Category: The category of assets it belongs to.
3. Is Existing Asset: Check if the asset is being carried forward from the previous Fiscal Year. The existing assets which are partially / fully depreciated can also be created/maintained for the future reference.
@@ -42,24 +42,24 @@ Explanation of the fields:
The system automatically creates a schedule for depreciation based on depreciation method and other related inputs in the Asset record.
<img class="screenshot" alt="Asset" src="{{docs_base_url}}/assets/img/accounts/depreciation-schedule.png">
<img class="screenshot" alt="Asset" src="/docs/assets/img/accounts/depreciation-schedule.png">
On the scheduled date, system creates depreciation entry by creating a Journal Entry and the same Journal Entry is updated in the depreciation table for reference. Next Depreciation Date and Current Value are also updated on submission of depreciation entry.
<img class="screenshot" alt="Asset" src="{{docs_base_url}}/assets/img/accounts/depreciation-entry.png">
<img class="screenshot" alt="Asset" src="/docs/assets/img/accounts/depreciation-entry.png">
In the depreciation entry, the "Accumulated Depreciation Account" is credited and "Depreciation Expense Account" is debited. The related accounts can be set in the Asset Category or Company.
For better visibility, net value of the asset on different depreciation dates are shown in a line graph.
<img class="screenshot" alt="Asset" src="{{docs_base_url}}/assets/img/accounts/asset-graph.png">
<img class="screenshot" alt="Asset" src="/docs/assets/img/accounts/asset-graph.png">
## Purchase an Asset
For purchasing a new asset, create and submit the asset record with all the depreciation settings. Then create a Purchase Invoice via "Make Purchase Invoice" button. On clicking the button, system will load a new Purchase Invoice form with pre-loaded items table. It will also set proper fixed asset account (defined in the Asset Category) in the Expense Account field. You need to select Supplier and other necessary details and submit the Purchase Invoice.
<img class="screenshot" alt="Asset" src="{{docs_base_url}}/assets/img/accounts/asset-purchase-invoice.png">
<img class="screenshot" alt="Asset" src="/docs/assets/img/accounts/asset-purchase-invoice.png">
On submission of the invoice, the "Fixed Asset Account" will be debited and payable account will be credited. It also updates purchase date, supplier and Purchase Invoice no. in the Asset master.
@@ -73,23 +73,23 @@ To sell an asset, open the asset record and create a Sales Invoice by clicking o
- "Accumulated Depreciation Account" will be debited by the total depreciated amount till now.
- "Gain/Loss Account on Asset Disposal" will be credited/debited based on gain/loss amount. The Gain/Loss account can be set in Company record.
<img class="screenshot" alt="Asset" src="{{docs_base_url}}/assets/img/accounts/asset-sales.png">
<img class="screenshot" alt="Asset" src="/docs/assets/img/accounts/asset-sales.png">
## Scrap an Asset
You can scrap an asset anytime using the "Scrap Asset" button in the Asset record. The "Gain/Loss Account on Asset Disposal" mentioned in the Company is debited by the Current Value (After Depreciation) of the asset. After scrapping, you can also restore the asset using "Restore Asset" button.
<img class="screenshot" alt="Asset" src="{{docs_base_url}}/assets/img/accounts/scrap-journal-entry.png">
<img class="screenshot" alt="Asset" src="/docs/assets/img/accounts/scrap-journal-entry.png">
## Asset Movement
The movement of the assets (from one warehouse to another) is also tracked via Asset Movement form.
<img class="screenshot" alt="Asset" src="{{docs_base_url}}/assets/img/accounts/asset-movement.png">
<img class="screenshot" alt="Asset" src="/docs/assets/img/accounts/asset-movement.png">
There is also a dedicated button "Transfer Asset" inside the Asset form to track the Asset Movement.
<img class="screenshot" alt="Asset" src="{{docs_base_url}}/assets/img/accounts/asset-movement-using-button.png">
<img class="screenshot" alt="Asset" src="/docs/assets/img/accounts/asset-movement-using-button.png">
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20
erpnext/docs/user/manual/en/accounts/multi-currency-accounting.md
View File

@@ -6,15 +6,15 @@ In ERPNext, you can make accounting entries in multiple currency. For example, i
To get started with multi-currency accounting, you need to assign accounting currency in Account record. You can define Currency from Chart of Accounts while creating Account.
<img class="screenshot" alt="Set Currency from Chart of Accounts" src="{{docs_base_url}}/assets/img/accounts/multi-currency/chart-of-accounts.png">
<img class="screenshot" alt="Set Currency from Chart of Accounts" src="/docs/assets/img/accounts/multi-currency/chart-of-accounts.png">
You can also assign / modify the currency by opening specific Account record for existing Accounts.
<img class="screenshot" alt="Modify Account Currency" src="{{docs_base_url}}/assets/img/accounts/multi-currency/account.png">
<img class="screenshot" alt="Modify Account Currency" src="/docs/assets/img/accounts/multi-currency/account.png">
For Customer / Supplier (Party), you can also define it's billing currency in the Party record. If the Party's accounting currency is different from Company Currency, you should mention Default Receivable / Payable Account in that currency.
<img class="screenshot" alt="Customer Accounting Currency" src="{{docs_base_url}}/assets/img/accounts/multi-currency/customer.png">
<img class="screenshot" alt="Customer Accounting Currency" src="/docs/assets/img/accounts/multi-currency/customer.png">
Once you defined Currency in the Account and selected relevant accounts in the Party record , you are ready to make transactions against them. If Party account currency is different from Company Currency, system will restrict to make transaction for that party with that currency only. If account currency is same as Company Currency, you can make transactions for that Party in any currency. But accounting entries (GL Entries) will always be in Party Account Currency.
@@ -33,7 +33,7 @@ Now, in POS, Paid Amount will be entered in transaction currency, instead of ear
Outstanding Amount and Advance Amount will always be calculated and shown in Customer's Account Currency.
<img class="screenshot" alt="Sales Invoice Outstanding" src="{{docs_base_url}}/assets/img/accounts/multi-currency/sales-invoice.png">
<img class="screenshot" alt="Sales Invoice Outstanding" src="/docs/assets/img/accounts/multi-currency/sales-invoice.png">
### Purchase Invoice
@@ -43,12 +43,12 @@ Similarly, in Purchase Invoice, accounting entries will be made based on Supplie
In Journal Entry, you can make transactions in different currencies. There is a checkbox "Multi Currency", to enable multi-currency entries. If "Multi Currency" option selected, you will be able to select accounts with different currencies.
<img class="screenshot" alt="Journal Entry Exchange Rate" src="{{docs_base_url}}/assets/img/accounts/multi-currency/journal-entry-multi-currency.png">
<img class="screenshot" alt="Journal Entry Exchange Rate" src="/docs/assets/img/accounts/multi-currency/journal-entry-multi-currency.png">
In Accounts table, on selection of foreign currency account, system will show Currency section and fetch Account Currency and Exchange Rate automatically. You can change / modify the Exchange Rate later manually. Debit / Credit amount should be entered in Account Currency, system will calculate and show the Debit / Credit amount in Company Currency automatically.
<img class="screenshot" alt="Journal Entry in multi currency" src="{{docs_base_url}}/assets/img/accounts/multi-currency/journal-entry-row.png">
<img class="screenshot" alt="Journal Entry in multi currency" src="/docs/assets/img/accounts/multi-currency/journal-entry-row.png">
#### Example 1: Payment Entry Against Customer With Alternate Currency
@@ -56,7 +56,7 @@ Suppose, default currency of the company is INR and customer's accounting curren
Exchange Rate in the payment entry should always be same as invoice (60), even if exchange rate on the payment date is 62. The bank account will be credited by the amount considering exchange rate as 62. Hence, Exchnage Gain / Loss will be booked based on exchange rate difference.
<img class="screenshot" alt="Payment Entry" src="{{docs_base_url}}/assets/img/accounts/multi-currency/payment-entry.png">
<img class="screenshot" alt="Payment Entry" src="/docs/assets/img/accounts/multi-currency/payment-entry.png">
#### Example 2: Inter-bank Transfer (USD -> INR)
@@ -102,7 +102,7 @@ Lets say, Paypal account debited by following amounts over the week, which has n
Suppose, Exchange Rate on the payment date is 62 and Bank Transfer Entry will be look like below:
<img class="screenshot" alt="Inter Bank Transfer" src="{{docs_base_url}}/assets/img/accounts/multi-currency/bank-transfer.png">
<img class="screenshot" alt="Inter Bank Transfer" src="/docs/assets/img/accounts/multi-currency/bank-transfer.png">
## Reports
@@ -111,12 +111,12 @@ Suppose, Exchange Rate on the payment date is 62 and Bank Transfer Entry will be
In General Ledger, system shows debit / credit amount in both currency if filtered by an Account and Account Currency is different from Company Currency.
<img class="screenshot" alt="General Ledger Report" src="{{docs_base_url}}/assets/img/accounts/multi-currency/general-ledger.png">
<img class="screenshot" alt="General Ledger Report" src="/docs/assets/img/accounts/multi-currency/general-ledger.png">
### Accounts Receivable / Payable
In Accounts Receivable / Payable report, system shows all the amounts in Party / Account Currency.
<img class="screenshot" alt="Accounts Receivable Report" src="{{docs_base_url}}/assets/img/accounts/multi-currency/accounts-receivable.png">
<img class="screenshot" alt="Accounts Receivable Report" src="/docs/assets/img/accounts/multi-currency/accounts-receivable.png">
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20
erpnext/docs/user/manual/en/accounts/opening-accounts.md
View File

@@ -10,7 +10,7 @@ We recommend that you start using accounting in a new financial year, but you co
* List of outstanding sales and purchase invoices (Payables and Receivables).
If you were using another accounting software before, firstly you should close financial statements in that software. The closing balance of the accounts should be updated as an opening balance in the ERPNext. Before starting to update opening balance, ensure that your [Chart of Accounts]({{docs_base_url}}/user/manual/en/accounts/chart-of-accounts.html) has all the Accounts required.
If you were using another accounting software before, firstly you should close financial statements in that software. The closing balance of the accounts should be updated as an opening balance in the ERPNext. Before starting to update opening balance, ensure that your [Chart of Accounts](/docs/user/manual/en/accounts/chart-of-accounts.html) has all the Accounts required.
> Opening entry is only for Balance Sheet accounts and not for the Accounts in the Profit and Loss statement.
@@ -30,7 +30,7 @@ To open new Journal Entry, go to:
If Entry Type is selected as Opening Entry, all the Balance Sheet Accounts will be auto-fetched in the Journal Entry.
<img class="screenshot" alt="Opening Account" src="{{docs_base_url}}/assets/img/accounts/opening-account-1.png">
<img class="screenshot" alt="Opening Account" src="/docs/assets/img/accounts/opening-account-1.png">
####Step 3: Posting Date
@@ -40,13 +40,13 @@ Select Posting Date on which Accounts Opening Balance will be updated.
For each Account, enter opening value in the Debit or Credit column. As per the double entry valuation system, Total Debit value in a entry must be equal to Total Credit value.
<img class="screenshot" alt="Opening Account" src="{{docs_base_url}}/assets/img/accounts/opening-6.png">
<img class="screenshot" alt="Opening Account" src="/docs/assets/img/accounts/opening-6.png">
####Step 5: Is Opening
Set field `Is Opening` as `Yes`.
<img class="screenshot" alt="Opening Account" src="{{docs_base_url}}/assets/img/accounts/opening-3.png">
<img class="screenshot" alt="Opening Account" src="/docs/assets/img/accounts/opening-3.png">
####Step 6: Save and Submit
@@ -58,13 +58,13 @@ If your Balance Sheet has many Accounts, then updating Account Opening balance f
If you are updating account opening balance in few accounts at a time, you can use **Temporary Opening** account for balancing purpose. In the standard chart of accounts, a Temporary Opening Account is auto-created under Assets.
<img class="screenshot" alt="Opening Account" src="{{docs_base_url}}/assets/img/accounts/opening-7.png">
<img class="screenshot" alt="Opening Account" src="/docs/assets/img/accounts/opening-7.png">
In the Journal Entry, manually select an Account for which opening balance is to be updated. For each Account, enter opening balance value in the Debit or Credit column, based on it's Account Type (Asset or Liability).
For example, if you want to update balance in bank accounts, create Journal Entry as following.
<img class="screenshot" alt="Opening Account" src="{{docs_base_url}}/assets/img/accounts/opening-2.png">
<img class="screenshot" alt="Opening Account" src="/docs/assets/img/accounts/opening-2.png">
Once all your invoices are entered, your **Temporary Opening** account will have a balance of zero!
@@ -72,7 +72,7 @@ Once all your invoices are entered, your **Temporary Opening** account will have
After completing the accounting entries, the trial balance report will look like the one given below:
<img class="screenshot" alt="Opening Account" src="{{docs_base_url}}/assets/img/accounts/opening-4.png">
<img class="screenshot" alt="Opening Account" src="/docs/assets/img/accounts/opening-4.png">
###Stock Opening
@@ -80,13 +80,13 @@ To track stock balance in the Chart of Account, an Account is created for each W
`Chart of Accounts > Assets > Current Asset > StocK Assets > (Warehouse Account)`
<img class="screenshot" alt="Opening Account" src="{{docs_base_url}}/assets/img/accounts/opening-5.png">
<img class="screenshot" alt="Opening Account" src="/docs/assets/img/accounts/opening-5.png">
To update stock opening balance, create [Stock Reconciliation entry]({{docs_base_url}}/user/manual/en/stock/opening-stock.html). Based on the valuation of items's update in the Warehouse, balance will be updated in the Warehouse account.
To update stock opening balance, create [Stock Reconciliation entry](/docs/user/manual/en/stock/opening-stock.html). Based on the valuation of items's update in the Warehouse, balance will be updated in the Warehouse account.
###Fixed Asset Opening
Opening balance for the fixed asset account should be updated via Journal Entry. Assets which are not fully depreciated should be added in the [Asset master]({{docs_base_url}}/user/manual/en/accounts/managing-fixed-assets.html). For adding Assets in your possession, ensure to check **Is Existing Asset** field.
Opening balance for the fixed asset account should be updated via Journal Entry. Assets which are not fully depreciated should be added in the [Asset master](/docs/user/manual/en/accounts/managing-fixed-assets.html). For adding Assets in your possession, ensure to check **Is Existing Asset** field.
### Outstanding Invoices

20
erpnext/docs/user/manual/en/accounts/payment-entry.md
View File

@@ -11,25 +11,25 @@ Payment Entry can be made against following transactions.
On submitting a document against which Payment Entry can be made, you will find Make Payment button.
<img class="screenshot" alt="Making Payment" src="{{docs_base_url}}/assets/img/accounts/payment-entry-1.png">
<img class="screenshot" alt="Making Payment" src="/docs/assets/img/accounts/payment-entry-1.png">
####Step 2: Mode of Payment
In the Payment Entry, select Mode of Payment (eg: Bank, Cash, Wire Transfer). In the Mode of Payment master, default Account can be set. This default payment Account will fetch into Payment Entry.
<img class="screenshot" alt="Making Paymentt" src="{{docs_base_url}}/assets/img/accounts/payment-entry-2.gif">
<img class="screenshot" alt="Making Paymentt" src="/docs/assets/img/accounts/payment-entry-2.gif">
####Step 3: Payment Amount
Enter actual payment amount received from the Customer or paid to the Supplier.
<img class="screenshot" alt="Making Payment" src="{{docs_base_url}}/assets/img/accounts/payment-entry-3.png">
<img class="screenshot" alt="Making Payment" src="/docs/assets/img/accounts/payment-entry-3.png">
####Step 4: Allocate Amount
If creating Payment Entry for the Customer, Payment Amount will be allocated against Sales Invoice.
<img class="screenshot" alt="Making Payment" src="{{docs_base_url}}/assets/img/accounts/payment-entry-4.gif">
<img class="screenshot" alt="Making Payment" src="/docs/assets/img/accounts/payment-entry-4.gif">
On the same lines, when creating Payment Entry for a Supplier, Payment Amount will be allocated against Purchase Invoice.
@@ -39,13 +39,13 @@ You Entry can be created directly from `Account > Payment Entry > New`. In the n
When making payment entry, there could be some difference in the actual payment amount and the invoice outstanding. This difference could be due to rounding error, or change in the currency exchange rate. You can set an Account here where this difference amount will be booked.
<img class="screenshot" alt="Making Payment" src="{{docs_base_url}}/assets/img/accounts/payment-entry-5.gif">
<img class="screenshot" alt="Making Payment" src="/docs/assets/img/accounts/payment-entry-5.gif">
####Step 6: Submit
Save and Submit Payment Entry. On submission, outstanding will be updated in the Invoices.
<img class="screenshot" alt="Making Payment" src="{{docs_base_url}}/assets/img/accounts/payment-entry-8.png">
<img class="screenshot" alt="Making Payment" src="/docs/assets/img/accounts/payment-entry-8.png">
If payment entry was created against Sales Order or Purchase Order, field Advance Paid will be updated in them. when creating Payment invoice against those transactions, Payment Entry will auto-update in that Invoice, so that you can allocate invoice amount against advance payment entry.
@@ -61,13 +61,13 @@ For outgoing payment:
###Multi Currency Payment Entry
ERPNext allows you maintain accounts and invoicing in the [multiple currency]({{docs_base_url}}/user/manual/en/accounts/multi-currency-accounting.html). If invoice is made in the party currency, Currency Exchange Rate between companies base currency and party currency is also entered in the invoice. When creating Payment Entry against that invoice, you will again have to mention the Currency Exchange Rate at the time of payment.
ERPNext allows you maintain accounts and invoicing in the [multiple currency](/docs/user/manual/en/accounts/multi-currency-accounting.html). If invoice is made in the party currency, Currency Exchange Rate between companies base currency and party currency is also entered in the invoice. When creating Payment Entry against that invoice, you will again have to mention the Currency Exchange Rate at the time of payment.
<img class="screenshot" alt="Making Payment" src="{{docs_base_url}}/assets/img/accounts/payment-entry-6.png">
<img class="screenshot" alt="Making Payment" src="/docs/assets/img/accounts/payment-entry-6.png">
Since Currency Exchange Rate is fluctuating all the time, it can lead to difference in the payment amount against invoice total. This difference amount can be booked in the Currency Exchange Gain/Loss Amount.
<img class="screenshot" alt="Making Payment" src="{{docs_base_url}}/assets/img/accounts/payment-entry-7.png">
<img class="screenshot" alt="Making Payment" src="/docs/assets/img/accounts/payment-entry-7.png">
Payments can also be made independent of invoices by creating a new Payment Entry.
@@ -80,7 +80,7 @@ Following internal transfers can be managed from the Payment Entry.
3. Cash - Cash
4. Bank - Bank
<img class="screenshot" alt="Making Payment" src="{{docs_base_url}}/assets/img/accounts/payment-entry-9.png">
<img class="screenshot" alt="Making Payment" src="/docs/assets/img/accounts/payment-entry-9.png">
###Difference between Payment Entry and Journal Entry?

10
erpnext/docs/user/manual/en/accounts/payment-request.md
View File

@@ -3,10 +3,10 @@
Payment Request is sent via Email and will contain a link to a Payment Gateway if setup. You can create payment request via Sales Order or Sales Invoice.
- Create Payment Request via Sales Order
<img class="screenshot" alt="Payment Request" src="{{docs_base_url}}/assets/img/accounts/pr-from-so.png">
<img class="screenshot" alt="Payment Request" src="/docs/assets/img/accounts/pr-from-so.png">
- Create payment Request via Sales Invoice
<img class="screenshot" alt="Payment Request" src="{{docs_base_url}}/assets/img/accounts/pr-from-si.png">
<img class="screenshot" alt="Payment Request" src="/docs/assets/img/accounts/pr-from-si.png">
---
@@ -15,16 +15,16 @@ considered to create journal entry.
Note: Invoice/Order currency and Payment Gateway Account currency should be same.
<img class="screenshot" alt="Payment Request" src="{{docs_base_url}}/assets/img/accounts/pr-details-1.png">
<img class="screenshot" alt="Payment Request" src="/docs/assets/img/accounts/pr-details-1.png">
---
##### Notify Customer
You can notify customer from Payment Request with print format. If customer contact email is mentioned, it will automatically fetch email. If not so you can set Email Address on Payment Request.
<img class="screenshot" alt="Payment Request" src="{{docs_base_url}}/assets/img/accounts/pr-details-2.png">
<img class="screenshot" alt="Payment Request" src="/docs/assets/img/accounts/pr-details-2.png">
##### Request Mail
<img class="screenshot" alt="Payment Request" src="{{docs_base_url}}/assets/img/accounts/pr-email.png">
<img class="screenshot" alt="Payment Request" src="/docs/assets/img/accounts/pr-email.png">
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14
erpnext/docs/user/manual/en/accounts/payments.md
View File

@@ -18,13 +18,13 @@ In ERPNext, there is two options through which user can capture the payment
On submitting a document against which Payment Entry can be made, you will find Make Payment button.
<img class="screenshot" alt="Making Payment" src="{{docs_base_url}}/assets/img/accounts/payment-entry-1.png">
<img class="screenshot" alt="Making Payment" src="/docs/assets/img/accounts/payment-entry-1.png">
####Step 2: Payment Entry
<img class="screenshot" alt="Making Payment" src="{{docs_base_url}}/assets/img/accounts/payment-entry-9.png">
<img class="screenshot" alt="Making Payment" src="/docs/assets/img/accounts/payment-entry-9.png">
For more details about payment entry [check here.]({{docs_base_url}}/user/manual/en/accounts/payment-entry)
For more details about payment entry [check here.](/docs/user/manual/en/accounts/payment-entry)
## Journal Entry
@@ -34,19 +34,19 @@ To make paymant using journal entry, check below steps
Goto Accounts Settings > checked Make Payment via Journal Entry
<img class="screenshot" alt="Making Payment" src="{{docs_base_url}}/assets/img/accounts/account-settings.png">
<img class="screenshot" alt="Making Payment" src="/docs/assets/img/accounts/account-settings.png">
####Step 2: Make Payment
On submitting a document against which Journal Entry can be made, you will find Make Payment button.
<img class="screenshot" alt="Making Payment" src="{{docs_base_url}}/assets/img/accounts/payment-entry-1.png">
<img class="screenshot" alt="Making Payment" src="/docs/assets/img/accounts/payment-entry-1.png">
####Step 3: Journal Entry
Save and submit the journal entry to record the payament against the invoice
<img class="screenshot" alt="Making Payment" src="{{docs_base_url}}/assets/img/accounts/journal-entry.png">
<img class="screenshot" alt="Making Payment" src="/docs/assets/img/accounts/journal-entry.png">
For more details about journal entry [check here.]({{docs_base_url}}/user/manual/en/accounts/journal-entry)
For more details about journal entry [check here.](/docs/user/manual/en/accounts/journal-entry)
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18
erpnext/docs/user/manual/en/accounts/point-of-sale-pos-invoice.md
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@@ -15,7 +15,7 @@ POS Invoices created in the offline mode will be saved locally in the browser. I
In ERPNext all Sales and Purchase transactions, like Sales Invoice, Quotation, Sales Order, Purchase Order etc. can be edited via the POS. There two steps to Setup POS:
1. Enable POS View via (Setup > Customize > Feature Setup)
2. Create a [POS Profile]({{docs_base_url}}/user/manual/en/setting-up/pos-setting.html) record
2. Create a [POS Profile](/docs/user/manual/en/setting-up/pos-setting.html) record
#### Different sections of the POS
@@ -29,7 +29,7 @@ In ERPNext all Sales and Purchase transactions, like Sales Invoice, Quotation, S
In POS, user can select the existing customer during making an order or create the new customer. This features works in the offline mode also. User can also add the customer details like contact number, address details etc on the form. The customer which has been created from the POS will be synced when the internet connection is active.
<img class="screenshot" alt="POS Customer" src="{{docs_base_url}}/assets/img/accounts/pos-customer.png">
<img class="screenshot" alt="POS Customer" src="/docs/assets/img/accounts/pos-customer.png">
### Adding an Item
@@ -39,7 +39,7 @@ At the billing counter, the retailer needs to select Items which the consumer bu
**Barcode / Serial No** \- A Barcode / Serial No is an optical machine-readable representation of data relating to the object to which it is attached. Enter Barcode / Serial No in the box as shown in the image below and pause for a second, the item will be automatically added to the cart.
<img class="screenshot" alt="POS Item" src="{{docs_base_url}}/assets/img/accounts/pos-item.png">
<img class="screenshot" alt="POS Item" src="/docs/assets/img/accounts/pos-item.png">
> Tip: To change the quantity of an Item, enter your desired quantity in the
quantity box. These are mostly used if the same Item is purchased in bulk.
@@ -51,7 +51,7 @@ in Search box.
1. Select row in the cart and clik on delete button in the numeric keypad
<img class="screenshot" alt="POS Item" src="{{docs_base_url}}/assets/img/accounts/pos_deleted_item.gif">
<img class="screenshot" alt="POS Item" src="/docs/assets/img/accounts/pos_deleted_item.gif">
2. Set Qty as zero to remove Item from the POS invoice. There are two ways to remove an Item.
@@ -69,7 +69,7 @@ ready to make the Payment. Payment process is divided into 3 steps -
2. Select your “Mode of Payment”.
3. Click on “Pay” button to Save the document.
<img class="screenshot" alt="POS Payment" src="{{docs_base_url}}/assets/img/accounts/pos-payment.png">
<img class="screenshot" alt="POS Payment" src="/docs/assets/img/accounts/pos-payment.png">
Submit the document to finalise the record. After the document is submitted,
you can either print or email it directly to the customer.
@@ -78,7 +78,7 @@ you can either print or email it directly to the customer.
Outstanding amount can be write off from the POS, user has to enter the amount under write off field on the payment screen.
<img class="screenshot" alt="POS Payment" src="{{docs_base_url}}/assets/img/accounts/write-off.png">
<img class="screenshot" alt="POS Payment" src="/docs/assets/img/accounts/write-off.png">
System books the write off amount into the ledger which has selected on the POS Profile.
@@ -86,12 +86,12 @@ System books the write off amount into the ledger which has selected on the POS
POS calculate the extra amount paid by the customer, which user can return from the cash account. User has to set the account for the change amount on the POS profile.
<img class="screenshot" alt="POS Payment" src="{{docs_base_url}}/assets/img/accounts/change-amount.png">
<img class="screenshot" alt="POS Payment" src="/docs/assets/img/accounts/change-amount.png">
### Offline Records
All the records from the POS stores into the browser's local storegae and sync submitted records after every minute of the interval if system is connected to internet. User can view the offline records by clicking on Menu > View Offline Records
<img class="screenshot" alt="POS Payment" src="{{docs_base_url}}/assets/img/accounts/offline-records.png">
<img class="screenshot" alt="POS Payment" src="/docs/assets/img/accounts/offline-records.png">
#### Accounting entries (GL Entry) for a Point of Sale:
@@ -112,7 +112,7 @@ To see entries after “Submit”, click on “View Ledger”.
### Email
User can send email from the POS, after submission of an order, user has to click on menu > email
<img class="screenshot" alt="POS Payment" src="{{docs_base_url}}/assets/img/accounts/pos-email.png">
<img class="screenshot" alt="POS Payment" src="/docs/assets/img/accounts/pos-email.png">
After sync of an order, email sent to the customer with the print of the bill in the attachment
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26
erpnext/docs/user/manual/en/accounts/pricing-rule.md
View File

@@ -27,7 +27,7 @@ In this section, conditions are set for the application of Pricing Rule. When tr
####1.1 Applicable On:
<img alt="Applicable On" class="screenshot" src="{{docs_base_url}}/assets/img/articles/pricing-rule-on.png">
<img alt="Applicable On" class="screenshot" src="/docs/assets/img/articles/pricing-rule-on.png">
If you want Pricing Rule to be applied on all the items, select based on Item Group. For value, select **All Item Group** (parent Item Group).
@@ -35,31 +35,31 @@ If you want Pricing Rule to be applied on all the items, select based on Item Gr
Applicability option will updated based on our selection for Selling or Buying or both. You can set applicability on one of the following master.
<img alt="Applicable for" class="screenshot" src="{{docs_base_url}}/assets/img/articles/pricing-rule-for.png">
<img alt="Applicable for" class="screenshot" src="/docs/assets/img/articles/pricing-rule-for.png">
####1.3 Quantity:
Specify minimum and maximum qty of an item when this Pricing Rule should be applicable.
<img alt="Applicable Qty" class="screenshot" src="{{docs_base_url}}/assets/img/articles/pricing-rule-qty.png">
<img alt="Applicable Qty" class="screenshot" src="/docs/assets/img/articles/pricing-rule-qty.png">
###2. Application:
Using Price List Rule, you can ultimately define price or %discount to be applied on an item.
<img alt="Applicable" class="screenshot" src="{{docs_base_url}}/assets/img/articles/pricing-rule-application.png">
<img alt="Applicable" class="screenshot" src="/docs/assets/img/articles/pricing-rule-application.png">
####2.1 Price
Price or Discount specified in the Pricing Rule will be applied only if above applicability rules are matched with values in the transaction. Price mentioned in Pricing Rule will be given priority over item's Price List rate.
<img alt="Applicable Price" class="screenshot" src="{{docs_base_url}}/assets/img/articles/pricing-rule-price.png">
<img alt="Applicable Price" class="screenshot" src="/docs/assets/img/articles/pricing-rule-price.png">
#### 2.2 Discount Percentage
Discount Percentage can be applied for a specific Price List. To have it applied for all the Price List, %Discount field should be left blank.
<img alt="Discount" class="screenshot" src="{{docs_base_url}}/assets/img/articles/pricing-rule-discount.png">
<img alt="Discount" class="screenshot" src="/docs/assets/img/articles/pricing-rule-discount.png">
If %Discount is to be applied on all Price Lists, then leave Price List field blank.
@@ -67,19 +67,19 @@ If %Discount is to be applied on all Price Lists, then leave Price List field bl
Enter From and To date between which this Pricing Rule will be applicable. This will be useful if creating Pricing Rule for sales promotion exercise available for certain days.
<img alt="Validity" class="screenshot" src="{{docs_base_url}}/assets/img/articles/pricing-rule-validity.png">
<img alt="Validity" class="screenshot" src="/docs/assets/img/articles/pricing-rule-validity.png">
#### Priority
If two or more Pricing Rules are found based on same conditions, Priority is applied. Priority is a number between 0 to 20 while default value is zero (blank). Higher number means it will take precedence if there are multiple Pricing Rules with same conditions.
<img alt="Priority" class="screenshot" src="{{docs_base_url}}/assets/img/articles/pricing-rule-priority.png">
<img alt="Priority" class="screenshot" src="/docs/assets/img/articles/pricing-rule-priority.png">
#### Disable
Check to Disable Pricing Rule.
<img alt="Disable" class="screenshot" src="{{docs_base_url}}/assets/img/articles/pricing-rule-disable.png">
<img alt="Disable" class="screenshot" src="/docs/assets/img/articles/pricing-rule-disable.png">
### Add Margin
@@ -91,21 +91,21 @@ For example : User want to add 10% margin on the supplier price list at the tim
Create price list for supllier and create item price against the price list.
<img alt="Disable" class="screenshot" src="{{docs_base_url}}/assets/img/articles/price-list.png">
<img alt="Disable" class="screenshot" src="/docs/assets/img/articles/price-list.png">
####2. Make Pricing Rule
Create pricing rule for the item against which supplier rate has created
<img alt="Disable" class="screenshot" src="{{docs_base_url}}/assets/img/articles/pricing-rule-margin.png">
<img alt="Disable" class="screenshot" src="/docs/assets/img/articles/pricing-rule-margin.png">
####2. Make Invoice
System apply the margin rate on the item price on selection of an item.
<img alt="Disable" class="screenshot" src="{{docs_base_url}}/assets/img/articles/pricing-rule-invoice.png">
<img alt="Disable" class="screenshot" src="/docs/assets/img/articles/pricing-rule-invoice.png">
For more details about pricing rule [Click Here]({{docs_base_url}}/user/manual/en/selling/articles/adding-margin.html)
For more details about pricing rule [Click Here](/docs/user/manual/en/selling/articles/adding-margin.html)
<!-- markdown -->

2
erpnext/docs/user/manual/en/accounts/purchase-invoice.md
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@@ -14,7 +14,7 @@ or click on “Make Purchase Invoice” in Purchase Order or Purchase Receipt.
You can also create a Purchase Invoice from:
> Accounts > Billing > Purchase Invoice > New Purchase Invoice
<img class="screenshot" alt="Purchase Invoice" src="{{docs_base_url}}/assets/img/accounts/purchase-invoice.png">
<img class="screenshot" alt="Purchase Invoice" src="/docs/assets/img/accounts/purchase-invoice.png">
The concept of “Posting Date” is again same as Sales Invoice. “Bill No” and
“Bill Date” helps to track the bill number as set by your Supplier for

2
erpnext/docs/user/manual/en/accounts/recurring-orders-and-invoices.md
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@@ -12,7 +12,7 @@ Feature of setting document as recurring is available in Sales Order, Sales Invo
Option to set document as recurring will be visible only after submission. Recurring is last section in document. Check **Is Recurring** to set document as recurring.
<img alt="Recurring Invoice" class="screenshot" src="{{docs_base_url}}/assets/img/accounts/recurring.gif">
<img alt="Recurring Invoice" class="screenshot" src="/docs/assets/img/accounts/recurring.gif">
**From Date and To Date:** This defines contract period with the customer.

6
erpnext/docs/user/manual/en/accounts/sales-invoice.md
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@@ -8,7 +8,7 @@ You can create a Sales Invoice directly from
or you can Make a new Sales Invoice after you submit the Delivery Note.
<img class="screenshot" alt="Sales Invoice" src="{{docs_base_url}}/assets/img/accounts/sales-invoice.png">
<img class="screenshot" alt="Sales Invoice" src="/docs/assets/img/accounts/sales-invoice.png">
#### Accounting Impact
@@ -64,7 +64,7 @@ into the Sales Invoice and you can easily make payments.
Also, if you check the **Update Stock** the stock will also update automatically,
without the need of a Delivery Note.
<img class="screenshot" alt="POS Invoice" src="{{docs_base_url}}/assets/img/accounts/pos-sales-invoice.png">
<img class="screenshot" alt="POS Invoice" src="/docs/assets/img/accounts/pos-sales-invoice.png">
#### Billing Timesheet with Project
@@ -73,7 +73,7 @@ they can fill out Timesheets which consists their billing rate. When you make a
Sales Invoice, select the Project for which the billing is to be made, and the
corresponding Timesheet entries for that Project will be fetched.
<img class="screenshot" alt="POS Invoice" src="{{docs_base_url}}/assets/img/accounts/billing-timesheet-sales-invoice.png">
<img class="screenshot" alt="POS Invoice" src="/docs/assets/img/accounts/billing-timesheet-sales-invoice.png">
* * *

2
erpnext/docs/user/manual/en/accounts/setup/accounts-settings.md
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@@ -1,7 +1,7 @@
# Accounts Settings
<img class="screenshot" alt="Account Settings" src="{{docs_base_url}}/assets/img/accounts/account-settings.png">
<img class="screenshot" alt="Account Settings" src="/docs/assets/img/accounts/account-settings.png">
* Accounts Frozen Upto: Freeze accounting transactions upto specified date, nobody can make / modify entry except specified role.

2
erpnext/docs/user/manual/en/accounts/setup/cost-center.md
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@@ -34,6 +34,6 @@ To setup your Chart of Cost Centers go to:
> Accounts > Setup > Chart of Cost Centers
<img class="screenshot" alt="Cost Center" src="{{docs_base_url}}/assets/img/chart-of-cost-center.png">
<img class="screenshot" alt="Cost Center" src="/docs/assets/img/chart-of-cost-center.png">
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2
erpnext/docs/user/manual/en/accounts/setup/fiscal-year.md
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@@ -25,6 +25,6 @@ To set the Fiscal Year as default, click on the 'Default' button.
In case you have multiple companies sharing the same Fiscal Year, you can add
it into the grid as shown below.
<img class="screenshot" alt="Fiscal Year" src="{{docs_base_url}}/assets/img/accounts/fiscal-year.png">
<img class="screenshot" alt="Fiscal Year" src="/docs/assets/img/accounts/fiscal-year.png">
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erpnext/docs/user/manual/en/accounts/setup/tax-rule.md
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@@ -1,8 +1,8 @@
# Tax Rule
You can define which [Tax Template]({{docs_base_url}}/user/manual/en/setting-up/setting-up-taxes.html) must be applied on a Sales / Purchase transaction using Tax Rule.
You can define which [Tax Template](/docs/user/manual/en/setting-up/setting-up-taxes.html) must be applied on a Sales / Purchase transaction using Tax Rule.
<img class="screenshot" alt="Tax Rule" src="{{docs_base_url}}/assets/img/accounts/tax-rule.png">
<img class="screenshot" alt="Tax Rule" src="/docs/assets/img/accounts/tax-rule.png">
You can define Tax Rules for Sales or Purchase Taxes.
While making a Transaction the system will select and apply tax template based on the tax rule defined.
@@ -12,9 +12,9 @@ Let us consider a senario to understand Tax Rule Better.
Suppose we define 2 Tax Rules as below.
<img class="screenshot" alt="Tax Rule" src="{{docs_base_url}}/assets/img/accounts/tax-rule-1.png">
<img class="screenshot" alt="Tax Rule" src="/docs/assets/img/accounts/tax-rule-1.png">
<img class="screenshot" alt="Tax Rule" src="{{docs_base_url}}/assets/img/accounts/tax-rule-2.png">
<img class="screenshot" alt="Tax Rule" src="/docs/assets/img/accounts/tax-rule-2.png">
Here Tax Rule 1 has Billing Country as India and Tax Rule 2 has Billing Country as United Kingdom

4
erpnext/docs/user/manual/en/accounts/tools/bank-reconciliation.md
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@@ -8,7 +8,7 @@ The Bank Reconciliation Report provide the difference between the bank balance s
####Bank Reconciliation Statement
<img class="screenshot" alt="Bank Reconciliation statement" src="{{docs_base_url}}/assets/img/accounts/bank-reconciliation-2.png">
<img class="screenshot" alt="Bank Reconciliation statement" src="/docs/assets/img/accounts/bank-reconciliation-2.png">
In the report, check whether the field 'Balance as per bank' matches the Bank Account Statement. If it is matching, it means that Clearance Date is correctly updated for all the bank entries. If there is a mismatch, Its because of bank entries for which Cleanrane Date is not yet updated.
@@ -36,7 +36,7 @@ All the entries in the specified date range will be shown in a table below.
__Step 4:__ Click on the JV from the table and update clearance date.
<img class="screenshot" alt="Bank Reconciliation" src="{{docs_base_url}}/assets/img/accounts/bank-reconciliation.png">
<img class="screenshot" alt="Bank Reconciliation" src="/docs/assets/img/accounts/bank-reconciliation.png">
__Step 5:__ Click on the button 'Update Clearance Date'.

2
erpnext/docs/user/manual/en/accounts/tools/payment-reconciliation.md
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@@ -10,7 +10,7 @@ In this tool, you can select an account (your Customer’s account) and click on
To cancel off some payments and invoices, select the Invoices and Journal Vouchers and click on “Reconcile”.
<img class="screenshot" alt="Payment Reconciliation" src="{{docs_base_url}}/assets/img/accounts/payment-reconcile-tool.png">
<img class="screenshot" alt="Payment Reconciliation" src="/docs/assets/img/accounts/payment-reconcile-tool.png">
__Step 1:__ Select the Account against whom the payments need to be reconciled.

6
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@@ -13,14 +13,14 @@ To go to Payment Tool, click on Accounts > Tools > Payment Tool.
6. Click on Get Outstanding Vouchers to fetch all the valid Vouchers, Invoices and Orders against which a payment can be made/received. These will appear in the Against Voucher section.
* __Note:__ In case User is paying a customer or receiving payment from a supplier, add the details regarding the relevant invoices and orders manually.
<img class="screenshot" alt="Payment Tool" src="{{docs_base_url}}/assets/img/accounts/payment-tool-1.png">
<img class="screenshot" alt="Payment Tool" src="/docs/assets/img/accounts/payment-tool-1.png">
7. Once details have been fetched, click on the detail entry and enter the payment amount made against that Invoice/Order/Voucher
<img class="screenshot" alt="Payment Tool" src="{{docs_base_url}}/assets/img/accounts/payment-tool-2.png">
<img class="screenshot" alt="Payment Tool" src="/docs/assets/img/accounts/payment-tool-2.png">
8. Click on 'Make Journal Entry' to generate a new Journal Entry with the relevant Party Details and Credit/Debit details filled in.
<img class="screenshot" alt="Payment Tool" src="{{docs_base_url}}/assets/img/accounts/payment-tool-3.png">
<img class="screenshot" alt="Payment Tool" src="/docs/assets/img/accounts/payment-tool-3.png">
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2
erpnext/docs/user/manual/en/accounts/tools/period-closing-voucher.md
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@@ -21,7 +21,7 @@ In ERPNext after making all the special entries via Journal Entry for the curren
**Closing Fiscal Year** will be an year for which you are closing your financial statement.
<img class="screenshot" alt="Period Closing Voucher" src="{{docs_base_url}}/assets/img/accounts/period-closing-voucher.png">
<img class="screenshot" alt="Period Closing Voucher" src="/docs/assets/img/accounts/period-closing-voucher.png">
This voucher will transfer Profit or Loss (availed from P&L statment) to Closing Account Head. You should select a liability account like Reserves and Surplus, or Capital Fund account as Closing Account.

6
erpnext/docs/user/manual/en/buying/articles/maintaining-suppliers-part-no-in-item.md
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@@ -8,15 +8,15 @@ For each item, code assigned might differ from the code your supplier has given
In the Item master, under Supplier Details section, enter Item Code as given by the Supplier to this item.
<img alt="Supplier Item Code" class="screenshot" src="{{docs_base_url}}/assets/img/articles/supplier-item-code.png">
<img alt="Supplier Item Code" class="screenshot" src="/docs/assets/img/articles/supplier-item-code.png">
#### 2. Supplier's Item Code in Transactions
Each purchase transaction has field in the Item table where Supplier's Item Code is fetched. This field is hidden in form as well as in the Standard print format. You can make it visible by changing property for this field from [Customize Form.]({{docs_base_url}}/user/manual/en/customize-erpnext/customize-form.html)
Each purchase transaction has field in the Item table where Supplier's Item Code is fetched. This field is hidden in form as well as in the Standard print format. You can make it visible by changing property for this field from [Customize Form.](/docs/user/manual/en/customize-erpnext/customize-form.html)
Supplier Item Code will only be fetched in the purchase transaction, if both Supplier and Item Code selected in purchase transaction is mapped with value mentioned in the Item master.
<img alt="Supplier Item Code in transaction" class="screenshot" src="{{docs_base_url}}/assets/img/articles/supplier-item-code-in-purchase-order.png">
<img alt="Supplier Item Code in transaction" class="screenshot" src="/docs/assets/img/articles/supplier-item-code-in-purchase-order.png">
<!-- markdown -->

6
erpnext/docs/user/manual/en/buying/articles/pull-items-in-purchase-order-based-on-supplier.md
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@@ -14,7 +14,7 @@ To pull items from Material Request for specific Supplier only, follow below giv
Update Default Supplier in the Item master.
<img alt="Item Purchase UoM" class="screenshot" src="{{docs_base_url}}/assets/img/articles/for-supplier-2.png">
<img alt="Item Purchase UoM" class="screenshot" src="/docs/assets/img/articles/for-supplier-2.png">
####Step 2: New Purchase Order
@@ -24,13 +24,13 @@ Update Default Supplier in the Item master.
From the options available to pull data in the Purchase Order, click on `For Supplier`.
<img alt="Item Purchase UoM" class="screenshot" src="{{docs_base_url}}/assets/img/articles/for-supplier-1.gif">
<img alt="Item Purchase UoM" class="screenshot" src="/docs/assets/img/articles/for-supplier-1.gif">
####Step 4: Get Items
Select Supplier name and click on `Get`.
<img alt="Item Purchase UoM" class="screenshot" src="{{docs_base_url}}/assets/img/articles/for-supplier-3.png">
<img alt="Item Purchase UoM" class="screenshot" src="/docs/assets/img/articles/for-supplier-3.png">
####Step 5: Edit Items

10
erpnext/docs/user/manual/en/buying/articles/purchasing-in-different-unit.md
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@@ -17,28 +17,28 @@ In the Purchase Order, you will find two UoM fied.
In both the fields, default UoM of an item will be fetched by default. You should edit UoM field, and select Purchase UoM (Box in this case). Updating Purchase UoM is mainly for the reference of the supplier. In the print format, you will see item qty in the Purchase UoM.
<img alt="Item Purchase UoM" class="screenshot" src="{{docs_base_url}}/assets/img/articles/editing-uom-in-po.gif">
<img alt="Item Purchase UoM" class="screenshot" src="/docs/assets/img/articles/editing-uom-in-po.gif">
#### Step 2: Update UoM Conversion Factors
In one Box, if you get 20 Nos. of Pen, UoM Conversion Factor would be 20.
<img alt="Item Conversion Factor" class="screenshot" src="{{docs_base_url}}/assets/img/articles/po-conversion-factor.png">
<img alt="Item Conversion Factor" class="screenshot" src="/docs/assets/img/articles/po-conversion-factor.png">
Based on the Qty and Conversion Factor, qty will be calculated in the Stock UoM of an item. If you purchase just one Box, then Qty in the stock UoM will be set as 20.
<img alt="Purchase Qty in Default UoM" class="screenshot" src="{{docs_base_url}}/assets/img/articles/po-qty-in-stock-uom.png">
<img alt="Purchase Qty in Default UoM" class="screenshot" src="/docs/assets/img/articles/po-qty-in-stock-uom.png">
### Stock Ledger Posting
Irrespective of the Purchase UoM selected, stock ledger posting will be done in the Default UoM of an item. Hence you should ensure that conversion factor is entered correctly while purchasing item in different UoM.
<img alt="Print Format in Purchase UoM" class="screenshot" src="{{docs_base_url}}/assets/img/articles/po-stock-uom-ledger.png">
<img alt="Print Format in Purchase UoM" class="screenshot" src="/docs/assets/img/articles/po-stock-uom-ledger.png">
### Set Conversion Factor in Item
In the Item master, under Purchase section, you can list all the possible purchase UoM of an item, with its UoM Conversion Factor.
<img alt="Purchase UoM master" class="screenshot" src="{{docs_base_url}}/assets/img/articles/item-purchase-uom-conversion.png">
<img alt="Purchase UoM master" class="screenshot" src="/docs/assets/img/articles/item-purchase-uom-conversion.png">
<!-- markdown -->

10
erpnext/docs/user/manual/en/buying/purchase-order.md
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@@ -9,7 +9,7 @@ Supplier Quotation.
#### Purchase Order Flow Chart
![Purchase Order]({{docs_base_url}}/assets/img/buying/buying_flow.png)
![Purchase Order](/docs/assets/img/buying/buying_flow.png)
In ERPNext, you can also make a Purchase Order directly by going to:
@@ -17,7 +17,7 @@ In ERPNext, you can also make a Purchase Order directly by going to:
#### Create Purchase Order
<img class="screenshot" alt="Purchase Order" src="{{docs_base_url}}/assets/img/buying/purchase-order.png">
<img class="screenshot" alt="Purchase Order" src="/docs/assets/img/buying/purchase-order.png">
Entering a Purchase Order is very similar to a Purchase Request, additionally
you will have to set:
@@ -42,10 +42,10 @@ government is only the difference between what you collect from your Customer
and what you pay to your Supplier. This is called Value Added Tax (VAT).
#### Add Taxes in Purchase Order
<img class="screenshot" alt="Purchase Order" src="{{docs_base_url}}/assets/img/buying/add_taxes_to_doc.png">
<img class="screenshot" alt="Purchase Order" src="/docs/assets/img/buying/add_taxes_to_doc.png">
#### Show Tax break-up
<img class="screenshot" alt="Purchase Order" src="{{docs_base_url}}/assets/img/buying/show_tax_breakup.png">
<img class="screenshot" alt="Purchase Order" src="/docs/assets/img/buying/show_tax_breakup.png">
For example you buy Items worth X and sell them for 1.3X. So your Customer
pays 1.3 times the tax you pay your Supplier. Since you have already paid tax
@@ -81,7 +81,7 @@ Nos (from the Item form)
#### Figure 3: Conversion of Purchase UOM to stock UOM
<img class="screenshot" alt="Purchase Order - UOM" src="{{docs_base_url}}/assets/img/buying/purchase-order-uom.png">
<img class="screenshot" alt="Purchase Order - UOM" src="/docs/assets/img/buying/purchase-order-uom.png">
__Step 4:__ Mention the UOM conversion factor. For example, (100);If one box has
100 pieces.

2
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@@ -10,7 +10,7 @@ Orders and Purchase Invoices.
> Buying > Setup > Purchase Taxes and Charges Template > New Purchase Taxes and Charges
Master
<img class="screenshot" alt="Purchase taxes" src="{{docs_base_url}}/assets/img/buying/purchase-taxes.png">
<img class="screenshot" alt="Purchase taxes" src="/docs/assets/img/buying/purchase-taxes.png">
You can specify if the tax / charge is only for valuation (not a part of

20
erpnext/docs/user/manual/en/buying/request-for-quotation.md
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@@ -6,7 +6,7 @@ In ERPNext, You can create request for quotation directly by going to:
> Buying > Documents > Request for Quotation > New Request for Quotation
![Request For Quotation]({{docs_base_url}}/assets/img/buying/request-for-quotation.png)
![Request For Quotation](/docs/assets/img/buying/request-for-quotation.png)
After creation of request for quotation, there are two ways to generate supplier quotation from request for quotation.
@@ -14,41 +14,41 @@ After creation of request for quotation, there are two ways to generate supplier
__Step 1:__ Open request for quotation and click on make supplier quotation.
![Request For Quotation]({{docs_base_url}}/assets/img/buying/make-supplier-quotation-from-rfq.png)
![Request For Quotation](/docs/assets/img/buying/make-supplier-quotation-from-rfq.png)
__Step 2:__ Select supplier and click on make supplier quotation.
![Request For Quotation]({{docs_base_url}}/assets/img/buying/supplier-selection-from-rfq.png)
![Request For Quotation](/docs/assets/img/buying/supplier-selection-from-rfq.png)
__Step 3:__ System will open the supplier quotation, user has to enter the rate and submit it.
![Request For Quotation]({{docs_base_url}}/assets/img/buying/supplier-quotation-from-rfq.png)
![Request For Quotation](/docs/assets/img/buying/supplier-quotation-from-rfq.png)
#### For Supplier
__Step 1:__ User has to create contact or enter Email Address against the supplier on request for quotation.
![Request For Quotation]({{docs_base_url}}/assets/img/buying/set-email-id.png)
![Request For Quotation](/docs/assets/img/buying/set-email-id.png)
__Step 2:__ User has to click on send supplier emails button.
![Request For Quotation]({{docs_base_url}}/assets/img/buying/send-supplier-emails.png)
![Request For Quotation](/docs/assets/img/buying/send-supplier-emails.png)
* If supplier's user not available: system will create supplier's user and send details to the supplier, supplier will need to click on the link(Password Update) present in the email. After password update supplier can access his portal with the request for quotation form.
![Request For Quotation]({{docs_base_url}}/assets/img/buying/supplier-password-update-link.png)
![Request For Quotation](/docs/assets/img/buying/supplier-password-update-link.png)
* If supplier's user available: system will send request for quotation link to supplier, supplier has to login using his credentials to view request for quotation form on portal.
![Request For Quotation]({{docs_base_url}}/assets/img/buying/send-rfq-link.png)
![Request For Quotation](/docs/assets/img/buying/send-rfq-link.png)
__Step 3:__ Supplier has to enter amount and notes(payment terms) on the form and click on submit
![Request For Quotation]({{docs_base_url}}/assets/img/buying/supplier-portal-rfq.png)
![Request For Quotation](/docs/assets/img/buying/supplier-portal-rfq.png)
__Step 4:__ On submission, system will create supplier quotation(draft mode) against the supplier. User has to review the supplier quotation
and submit it.
More details:-
![Request For Quotation]({{docs_base_url}}/assets/img/buying/request-for-quotation.gif)
![Request For Quotation](/docs/assets/img/buying/request-for-quotation.gif)

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@@ -2,7 +2,7 @@
Buying Settings is where you can define properties which will be applied in the Buying module's transactions.
![Buying Settings]({{docs_base_url}}/assets/img/buying/buying-settings.png)
![Buying Settings](/docs/assets/img/buying/buying-settings.png)
Let us look at the various options that can be configured:
@@ -16,7 +16,7 @@ You can define or select the Naming Series pattern from:
`Setup > Data > Naming Series`
[Click here to know more about defining a Naming Series.]({{docs_base_url}}/user/manual/en/setting-up/settings/naming-series.html)
[Click here to know more about defining a Naming Series.](/docs/user/manual/en/setting-up/settings/naming-series.html)
### 2. Default Supplier Type

2
erpnext/docs/user/manual/en/buying/setup/supplier-type.md
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@@ -16,7 +16,7 @@ You can create your own category of Supplier Type.
> Buying > Setup > Supplier Type > New Supplier Type
<img class="screenshot" alt="Supplier Type" src="{{docs_base_url}}/assets/img/buying/supplier-type.png">
<img class="screenshot" alt="Supplier Type" src="/docs/assets/img/buying/supplier-type.png">
You can classify your suppliers from a range of choice available in ERPNext.
Choose from a set of given options like Distributor, Electrical,Hardware,

8
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@@ -10,7 +10,7 @@ You can make a supplier quotation from a Material Request
#### Supplier Quotation Flow-Chart
![Supplier Quotation]({{docs_base_url}}/assets/img/buying/buying_flow.png)
![Supplier Quotation](/docs/assets/img/buying/buying_flow.png)
You can also make a Supplier Quotation directly from:
@@ -18,7 +18,7 @@ You can also make a Supplier Quotation directly from:
#### Create Supplier Quotation
<img class="screenshot" alt="Supplier Quotation" src="{{docs_base_url}}/assets/img/buying/supplier-quotation.png">
<img class="screenshot" alt="Supplier Quotation" src="/docs/assets/img/buying/supplier-quotation.png">
If you have multiple Suppliers who supply you with the same Item, you
usually send out a message (Request for Quote) to various Suppliers. In
@@ -37,10 +37,10 @@ If your Supplier is going to charge you additional taxes or charge like a shippi
You can select relevant tax by going to "Taxes and Charges" section and adding an entry to the table as shown below,
<img class="screenshot" alt="Supplier Quotation" src="{{docs_base_url}}/assets/img/buying/add_taxes_to_doc.png">
<img class="screenshot" alt="Supplier Quotation" src="/docs/assets/img/buying/add_taxes_to_doc.png">
Besides, in case of multiple items you can keep track of taxes on each by clicking "Show tax break-up"
<img class="screenshot" alt="Supplier Quotation" src="{{docs_base_url}}/assets/img/buying/show_tax_breakup.png">
<img class="screenshot" alt="Supplier Quotation" src="/docs/assets/img/buying/show_tax_breakup.png">
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erpnext/docs/user/manual/en/buying/supplier-scorecard.md
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@@ -14,24 +14,24 @@ In ERPNext, you can create a supplier scorecard by going to:
### Create Supplier Scorecard
A supplier scorecard is created for each supplier individually. Only one supplier scorecard can be created for each
supplier.
<img class="screenshot" alt="Purchase Order" src="{{docs_base_url}}/assets/img/buying/supplier-scorecard.png">
<img class="screenshot" alt="Purchase Order" src="/docs/assets/img/buying/supplier-scorecard.png">
#### Final Score and Standings
The supplier scorecard consists of a set evaluation periods, during which the performance of a supplier is
evaluated. This period can be daily, monthly or yearly. The current score is calculated from the score of each evaluation
period based on the weighting function. The default formula is linearly weight over the previous 12 scoring periods.
<img class="screenshot" alt="Purchase Order" src="{{docs_base_url}}/assets/img/buying/supplier-scorecard-weighing.png">
<img class="screenshot" alt="Purchase Order" src="/docs/assets/img/buying/supplier-scorecard-weighing.png">
This formula is customizable.
The supplier standing is used to quickly sort suppliers based on their performance. These are customizable for each supplier.
The scorecard standing of a supplier can also be used to restrict suppliers from being included in Request for Quotations or
being issued Purchase Orders.
<img class="screenshot" alt="Purchase Order" src="{{docs_base_url}}/assets/img/buying/supplier-scorecard-standing.png">
<img class="screenshot" alt="Purchase Order" src="/docs/assets/img/buying/supplier-scorecard-standing.png">
#### Evaluation Criteria and Variables
A supplier can be evaluated on several individual evaluation criteria, including (but not limited to) quotation response time,
delivered item quality, and delivery timeliness. These criteria are weighed to determine the final period score.
<img class="screenshot" alt="Purchase Order" src="{{docs_base_url}}/assets/img/buying/supplier-scorecard-criteria.png">
<img class="screenshot" alt="Purchase Order" src="/docs/assets/img/buying/supplier-scorecard-criteria.png">
The method for calculating each criteria is determined through the criteria formula field, which can use a number of pre-established variables.
The value of each of these variables is calculated over the scoring period for each supplier. Examples of such variables include:
- The total number of items received from the supplier

6
erpnext/docs/user/manual/en/buying/supplier.md
View File

@@ -6,13 +6,13 @@ You can create a new Supplier from:
`Explore > Supplier > New Supplier`
<img class="screenshot" alt="Supplier Master" src="{{docs_base_url}}/assets/img/buying/supplier-master.png">
<img class="screenshot" alt="Supplier Master" src="/docs/assets/img/buying/supplier-master.png">
### Contacts and Addresses
Contacts and Addresses in ERPNext are stored separately so that you can create multiple Contacts and Addresses for a Suppliers. Once Supplier is saved, you will find option to create Contact and Address for that Supplier.
<img class="screenshot" alt="Supplier Master" src="{{docs_base_url}}/assets/img/buying/supplier-new-address-contact.png">
<img class="screenshot" alt="Supplier Master" src="/docs/assets/img/buying/supplier-new-address-contact.png">
> Tip: When you select a Supplier in any transaction, Contact for which "Is Primary" field id checked, it will auto-fetch with the Supplier details.
@@ -22,7 +22,7 @@ For all the Supplier, "Creditor" account is set as default payable Account. When
If you want to customize payable account for the Supplier, you should first add a payable Account in the Chart of Account, and then select that Payable Account in the Supplier master.
<img class="screenshot" alt="Supplier Master" src="{{docs_base_url}}/assets/img/buying/supplier-payable-account.png">
<img class="screenshot" alt="Supplier Master" src="/docs/assets/img/buying/supplier-payable-account.png">
If you don't want to customize payable account, and proceed with default payable account "Creditor", then do not update any value in the Default Supplier Account's table.

8
erpnext/docs/user/manual/en/customer-portal/customer-orders-invoices-and-shipping-status.md
View File

@@ -2,18 +2,18 @@
ERPNext Web Portal gives your customers quick access to their Orders, Invoices and Shipments Customers can check the status of their orders, invoices, and shipping status by logging on to the web.
<img class="screenshot" alt="Customer Portal" src="{{docs_base_url}}/assets/img/website/portal-menu.png">
<img class="screenshot" alt="Customer Portal" src="/docs/assets/img/website/portal-menu.png">
Once an order is raised, either using the Shopping Cart or from within ERPNext, your customer can view the order and keep an eye on the billing and shipment status. When the invoice and payment against these orders are submitted, the customer can see the updated status on the portal, at a glance.
<img class="screenshot" alt="Customer Portal" src="{{docs_base_url}}/assets/img/website/website-login.png">
<img class="screenshot" alt="Customer Portal" src="/docs/assets/img/website/website-login.png">
#### Outstanding Sales Invoice
<img class="screenshot" alt="Customer Portal" src="{{docs_base_url}}/assets/img/website/invoice-unpaid.png">
<img class="screenshot" alt="Customer Portal" src="/docs/assets/img/website/invoice-unpaid.png">
#### Paid Sales Invoice
<img class="screenshot" alt="Customer Portal" src="{{docs_base_url}}/assets/img/website/invoice-paid.png">
<img class="screenshot" alt="Customer Portal" src="/docs/assets/img/website/invoice-paid.png">
{next}

8
erpnext/docs/user/manual/en/customer-portal/issues.md
View File

@@ -7,18 +7,18 @@ conversation.
#### Empty Issue List
<img class="screenshot" alt="Issue List" src="{{docs_base_url}}/assets/img/website/portal-ticket-list-empty.png">
<img class="screenshot" alt="Issue List" src="/docs/assets/img/website/portal-ticket-list-empty.png">
#### New Issue
<img class="screenshot" alt="New Issue " src="{{docs_base_url}}/assets/img/website/portal-new-ticket.png">
<img class="screenshot" alt="New Issue " src="/docs/assets/img/website/portal-new-ticket.png">
#### Open Issue
<img class="screenshot" alt="Issue Raised" src="{{docs_base_url}}/assets/img/website/portal-ticket-1.gif">
<img class="screenshot" alt="Issue Raised" src="/docs/assets/img/website/portal-ticket-1.gif">
#### Reply on Issue
<img class="screenshot" alt="Issue reply" src="{{docs_base_url}}/assets/img/website/portal-ticket-reply.gif">
<img class="screenshot" alt="Issue reply" src="/docs/assets/img/website/portal-ticket-reply.gif">
{next}

2
erpnext/docs/user/manual/en/customer-portal/portal-login.md
View File

@@ -3,6 +3,6 @@
To login into the customer account, the customer has to use his Email Address and
the password sent by ERPNext; generated through the sign-up process.
<img class="screenshot" alt="Website User Signup" src="{{docs_base_url}}/assets/img/website/website-login.png">
<img class="screenshot" alt="Website User Signup" src="/docs/assets/img/website/website-login.png">
{next}

4
erpnext/docs/user/manual/en/customer-portal/sign-up.md
View File

@@ -6,11 +6,11 @@ Your Customer and Suppliers can signup to your ERPNext account by following Sign
On the Login Page, you will find option to Signup.
<img class="screenshot" alt="Website User Signup" src="{{docs_base_url}}/assets/img/website/website-login.png">
<img class="screenshot" alt="Website User Signup" src="/docs/assets/img/website/website-login.png">
#### Step 2: Enter Customer Name and ID
<img class="screenshot" alt="Website User Signup" src="{{docs_base_url}}/assets/img/website/website-signup-details.png">
<img class="screenshot" alt="Website User Signup" src="/docs/assets/img/website/website-signup-details.png">
After the sign up process, an email will be sent to the customers Email Address with the password details.

6
erpnext/docs/user/manual/en/customize-erpnext/articles/allow-fields-to-be-changed-after-submit.md
View File

@@ -14,17 +14,17 @@ Once document is submitted, fields are frozen, and no editing is allowd. Still t
In Customize Form, select Document Type (Quotation, Sales Order, Purchase Invoice Item etc.)
<img alt="select docytpe" class="screenshot" src="{{docs_base_url}}/assets/img/articles/allow-on-submit-1.png">
<img alt="select docytpe" class="screenshot" src="/docs/assets/img/articles/allow-on-submit-1.png">
#### Step 3: Edit Field Property
In the fields section, click on the Custom field and check the **Allow On Submit**.
<img alt="Check Allow on Submit" class="screenshot" src="{{docs_base_url}}/assets/img/articles/allow-on-submit-2.png">
<img alt="Check Allow on Submit" class="screenshot" src="/docs/assets/img/articles/allow-on-submit-2.png">
#### Step 3: Update Customize Form
<img alt="Update" class="screenshot" src="{{docs_base_url}}/assets/img/articles/allow-on-submit-3.png">
<img alt="Update" class="screenshot" src="/docs/assets/img/articles/allow-on-submit-3.png">
After updating Customize Form, you should reload your ERPNext account. Then check form, and field to confirm its editable in submitted form as well.

4
erpnext/docs/user/manual/en/customize-erpnext/articles/creating-custom-link-field.md
View File

@@ -15,7 +15,7 @@ You can insert Custom Link Field by following steps below.
In Customize Form, select Document Type (Quotation, Sales Order, Purchase Invoice Item etc.). Once field are updated in table, open field before which you wish to insert Custom Field. Then click on "Insert Above" to insert new Custom Field.
<img alt="Select Docytpe" class="screenshot" src="{{docs_base_url}}/assets/img/articles/link-field-1.gif">
<img alt="Select Docytpe" class="screenshot" src="/docs/assets/img/articles/link-field-1.gif">
####Step 4: Custom Field Values
@@ -26,6 +26,6 @@ To set field as Link, enter values as below.
1. Name: Desired name for the field
1. Options: Enter the name of the Doctype to which the field is linked
<img alt="Enter Values" class="screenshot" src="{{docs_base_url}}/assets/img/articles/link-field-2.png">
<img alt="Enter Values" class="screenshot" src="/docs/assets/img/articles/link-field-2.png">
<!-- markdown -->

4
erpnext/docs/user/manual/en/customize-erpnext/articles/customizing-sorting-order-in-the-list-view.md
View File

@@ -14,13 +14,13 @@
Select document type for which Sort Order is to be customized.
<img alt="Sort Order field" class="screenshot" src="{{docs_base_url}}/assets/img/articles/sort-order-2.png">
<img alt="Sort Order field" class="screenshot" src="/docs/assets/img/articles/sort-order-2.png">
####Step 3: Update Sort Details
In the Customize Form, you will find these fields.
<img alt="Sort Order field" class="screenshot" src="{{docs_base_url}}/assets/img/articles/sort-order-1.png">
<img alt="Sort Order field" class="screenshot" src="/docs/assets/img/articles/sort-order-1.png">
1. Sort Field: Select field based on which sorting will be done. It will be "Item_Code" field in scenario.
2. Sort Order: Sort Order will be two possible options, **Asc** for ascending, and **Desc** for descending.

8
erpnext/docs/user/manual/en/customize-erpnext/articles/deleting-custom-reports.md
View File

@@ -2,7 +2,7 @@
#Deleting Custom Reports
ERPNext has several [types of reports]({{docs_base_url}}/user/manual/en/customize-erpnext/articles/making-custom-reports-in-erpnext) which can be customize as per the companies/users requirement.
ERPNext has several [types of reports](/docs/user/manual/en/customize-erpnext/articles/making-custom-reports-in-erpnext) which can be customize as per the companies/users requirement.
If there is a report custom report which needs to be deleted, it can be achieved by following steps. Please note that its applicable only for the Custom Reports, and not for the standard reports.
@@ -10,16 +10,16 @@ If there is a report custom report which needs to be deleted, it can be achieved
In the Awesome Bar, type and select "Report List" for an option.
<img alt="Report Search" class="screenshot" src="{{docs_base_url}}/assets/img/articles/delete-report-1.png">
<img alt="Report Search" class="screenshot" src="/docs/assets/img/articles/delete-report-1.png">
####Selecting and Deleting Report
The Report List will have all the standard and custom reports of your account. You can select Custom Report to be deleted from the list itself, and click on Delete icon.
<img alt="Report List" class="screenshot" src="{{docs_base_url}}/assets/img/articles/delete-report-2.png">
<img alt="Report List" class="screenshot" src="/docs/assets/img/articles/delete-report-2.png">
Or you can open that report, and delete it from File menu option.
<img alt="Report Delete" class="screenshot" src="{{docs_base_url}}/assets/img/articles/delete-report-3.png">
<img alt="Report Delete" class="screenshot" src="/docs/assets/img/articles/delete-report-3.png">
<!-- markdown -->

4
erpnext/docs/user/manual/en/customize-erpnext/articles/disable-rounded-total.md
View File

@@ -4,7 +4,7 @@
All the sales transactions like Sales Order, Sales Invoice has Rounded Total in it. It calculated based on the value of Grand Total. Also Rounded Total is also visible in the Standard Print Formats.
<img alt="Print Preview" class="screenshot" src="{{docs_base_url}}/assets/img/articles/hide-rounded-total-1.png">
<img alt="Print Preview" class="screenshot" src="/docs/assets/img/articles/hide-rounded-total-1.png">
Follow steps given below to hide rounded total from Standard Print Formats, for all the sales transactions.
@@ -16,7 +16,7 @@ Follow steps given below to hide rounded total from Standard Print Formats, for
Check Disable Rounded Total, and Save Global Defaults.
<img alt="Print Preview" class="screenshot" src="{{docs_base_url}}/assets/img/articles/hide-rounded-total-2.png">
<img alt="Print Preview" class="screenshot" src="/docs/assets/img/articles/hide-rounded-total-2.png">
For system to take effect of this setting, you should clear cache and refresh your ERPNext account. Then your print formats shall not render value for the Rounded Total in the print formats.

2
erpnext/docs/user/manual/en/customize-erpnext/articles/field-types.md
View File

@@ -34,7 +34,7 @@ This field will give you date and time picker. Current date and time (as provide
- Dynamic Link
Click [here]({{docs_base_url}}/user/manual/en/customize-erpnext/articles/managing-dynamic-link-fields.html) to learn how Dynamic Link Field function.
Click [here](/docs/user/manual/en/customize-erpnext/articles/managing-dynamic-link-fields.html) to learn how Dynamic Link Field function.
- Float

4
erpnext/docs/user/manual/en/customize-erpnext/articles/increase-max-attachments.md
View File

@@ -12,13 +12,13 @@ Let's assume we need to update Max Attachment for Quotation to five.
#### Step 2: Select Document Type
<img alt="Select Doctype" class="screenshot" src="{{docs_base_url}}/assets/img/articles/max-attachment-1.png">
<img alt="Select Doctype" class="screenshot" src="/docs/assets/img/articles/max-attachment-1.png">
#### Step 3: Set Limit
Set Maximum Attachments as five.
<img alt="Set Max Attachment" class="screenshot" src="{{docs_base_url}}/assets/img/articles/max-attachment-2.png">
<img alt="Set Max Attachment" class="screenshot" src="/docs/assets/img/articles/max-attachment-2.png">
After update Max Attachments, Update Customization Form. Reload your ERPNext account and then check specific Quotation to confirm if Max Attachment limit is applied.

4
erpnext/docs/user/manual/en/customize-erpnext/articles/make-field-visible-in-print-format.md
View File

@@ -16,13 +16,13 @@ Go to:
As per our scenario, Sales Order will be selected as Document Type.
field-visible-2.gif
<img alt="Document Type" class="screenshot" src="{{docs_base_url}}/assets/img/articles/print-visible-1.png">
<img alt="Document Type" class="screenshot" src="/docs/assets/img/articles/print-visible-1.png">
#### Step 3: Uncheck Print Hide
click to open field to be made visible in the Standard Print Format. Uncheck **Print Hide** field.
<img alt="Uncheck Print Hide " class="screenshot" src="{{docs_base_url}}/assets/img/articles/print-visible-2.gif">
<img alt="Uncheck Print Hide " class="screenshot" src="/docs/assets/img/articles/print-visible-2.gif">
#### Step 4: Update

8
erpnext/docs/user/manual/en/customize-erpnext/articles/managing-dynamic-link-fields.md
View File

@@ -14,7 +14,7 @@ Below are the steps to insert Custom Dynamic Field. For an instance, we will ins
Firstly we will create a link field which will be linked to the Doctype.
<img alt="Custom Link Field" class="screenshot" src="{{docs_base_url}}/assets/img/articles/dynamic-field-1.gif">
<img alt="Custom Link Field" class="screenshot" src="/docs/assets/img/articles/dynamic-field-1.gif">
By **Doctype** mentioned in the Option field, we mean parent Doctype. So, just like Quotation is one Doctype, which has multiple Quotation under it. Same way, Doctype is also a Doctype which has Sales Order, Purchase Order and other doctypes created as Doctype records.
@@ -29,17 +29,17 @@ By **Doctype** mentioned in the Option field, we mean parent Doctype. So, just l
So linking this field with parent Doctype will list all the Doctype records.
<img alt="journal Voucher Link Field" class="screenshot" src="{{docs_base_url}}/assets/img/articles/dynamic-field-2.png">
<img alt="journal Voucher Link Field" class="screenshot" src="/docs/assets/img/articles/dynamic-field-2.png">
#### Step 2: Insert Dynamic Link Field
This custom field's type will be "Dynamic Link". In the Option field, name of Doctype link field will be mentioned.
<img alt="Custom Dynamic Field" class="screenshot" src="{{docs_base_url}}/assets/img/articles/dynamic-field-3.gif">
<img alt="Custom Dynamic Field" class="screenshot" src="/docs/assets/img/articles/dynamic-field-3.gif">
This field will allow selecting document id, based on value selected in the Doctype link field. For example, if we select Sales Order in the prior field, Dynamic Link field will list all the Sales Orders ids.
<img alt="Custom Dynamic Field" class="screenshot" src="{{docs_base_url}}/assets/img/articles/dynamic-field-4.gif">
<img alt="Custom Dynamic Field" class="screenshot" src="/docs/assets/img/articles/dynamic-field-4.gif">
<div class="well">
**Customizing options in the Doctype Link field**

2
erpnext/docs/user/manual/en/customize-erpnext/articles/module-visibility.md
View File

@@ -8,7 +8,7 @@ As step zero, ensure that you have "Website Manager" role assigned. It is a stan
If module is hidden in-spite of assignment of required Role, then you should check if Website is not disabled from All Application.
<img alt="All Applications" class="screenshot" src="{{docs_base_url}}/assets/img/articles/module-visibility-1.gif">
<img alt="All Applications" class="screenshot" src="/docs/assets/img/articles/module-visibility-1.gif">
If Website is checked in All Application, but still not visible for the User, check if is hidden by System Manager. In the Setup module, feature called Show/Hide Modules allows System Manager to hide specific module from all the Users.

2
erpnext/docs/user/manual/en/customize-erpnext/articles/perm-level-error-in-permission-manager.md
View File

@@ -2,7 +2,7 @@
#Perm Level Error in Permission Manager
While customizing rules in the [Permission Manager]({{docs_base_url}}/user/erpnext/user/manual/en/setting-up/users-and-permissions/role-based-permissions), you might receive an error message saying:
While customizing rules in the [Permission Manager](/docs/user/erpnext/user/manual/en/setting-up/users-and-permissions/role-based-permissions), you might receive an error message saying:
`For System Manager _(or other role)_ at level 2 _(or other level)_ in Customer _(or other document)_ in row 8: Permission at level 0 must be set before higher levels are set.`

4
erpnext/docs/user/manual/en/customize-erpnext/articles/search-record-by-specific-field.md
View File

@@ -18,12 +18,12 @@ Let's assume that while creating Sales Invoice, you wish to see Serial No result
Update Warehouse field name in the Search By field.
<img alt="Search By in Customize Form" class="screenshot" src="{{docs_base_url}}/assets/img/articles/search-by-1.png">
<img alt="Search By in Customize Form" class="screenshot" src="/docs/assets/img/articles/search-by-1.png">
#### Searching in Another Record.
While creating transaction, to get filtered result for Customer, you should firstly click on search magnifier.
<img alt="Search By in Customize Form" class="screenshot" src="{{docs_base_url}}/assets/img/articles/search-by-2.png">
<img alt="Search By in Customize Form" class="screenshot" src="/docs/assets/img/articles/search-by-2.png">
<!-- markdown -->

10
erpnext/docs/user/manual/en/customize-erpnext/articles/set-language.md
View File

@@ -10,13 +10,13 @@ Following are the steps to set language in your ERPNext account.
#### 1.1 Go to My Setting
<img alt="My Setting" class="screenshot" src="{{docs_base_url}}/assets/img/articles/change-language-1.png">
<img alt="My Setting" class="screenshot" src="/docs/assets/img/articles/change-language-1.png">
#### 1.2 Select Language
<img alt="Select Language" class="screenshot" src="{{docs_base_url}}/assets/img/articles/change-language-2.png">
<img alt="Select Language" class="screenshot" src="/docs/assets/img/articles/change-language-2.png">
<img alt="Select Language" class="screenshot" src="{{docs_base_url}}/assets/img/articles/set-language-1.gif">
<img alt="Select Language" class="screenshot" src="/docs/assets/img/articles/set-language-1.gif">
#### 1.3 Save User
@@ -32,13 +32,13 @@ Being a System Manager, you can set language in other user's master as well.
#### Set Language
<img alt="Global Language" class="screenshot" src="{{docs_base_url}}/assets/img/articles/change-language-3.png">
<img alt="Global Language" class="screenshot" src="/docs/assets/img/articles/change-language-3.png">
#### Save
Save System Settings, and refresh your EPRNext account. On refreshing, you should language in your ERPNext account changed as per your preference.
<img alt="Select Language" class="screenshot" src="{{docs_base_url}}/assets/img/articles/set-language-2.gif">
<img alt="Select Language" class="screenshot" src="/docs/assets/img/articles/set-language-2.gif">
Note: For now, we have translation available only for few languages. You can contribute to make translation better, and add new languages from [here](https://translate.erpnext.com).
<!-- markdown -->

4
erpnext/docs/user/manual/en/customize-erpnext/articles/set-precision.md
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@@ -10,11 +10,11 @@ To change the precision globally, go to:
`Setup > Settings > System Settings`.
<img alt="Global Precision" class="screenshot" src="{{docs_base_url}}/assets/img/articles/precision-1.png">
<img alt="Global Precision" class="screenshot" src="/docs/assets/img/articles/precision-1.png">
You can also set field specific precision. To do that go to `Setup > Customize > Customize Form` and select the DocType there. Then go to the specific field row and change precision. Precision field is only visible if field-type is one of the Float, Currency and Percent.
<img alt="Field-wise Precision" class="screenshot" src="{{docs_base_url}}/assets/img/articles/precision-2.png">
<img alt="Field-wise Precision" class="screenshot" src="/docs/assets/img/articles/precision-2.png">
<!-- markdown -->

4
erpnext/docs/user/manual/en/customize-erpnext/articles/user-restriction.md
View File

@@ -10,10 +10,10 @@ Following are the steps to restrict User to a document based on Owner/creator.
Select Document Type for which you want to set user permission. After permissions are loaded for selected document, scroll to role for which you want to set restriction.
<img alt="Sales Order" class="screenshot" src="{{docs_base_url}}/assets/img/articles/owner-restriction-1.png">
<img alt="Sales Order" class="screenshot" src="/docs/assets/img/articles/owner-restriction-1.png">
#### Step 3: Apply User Permission
For Role to be restricted (Sales User in this case), check "If Owner".
<img alt="S" class="screenshot" src="{{docs_base_url}}/assets/img/articles/owner-restriction-2.png">
<img alt="S" class="screenshot" src="/docs/assets/img/articles/owner-restriction-2.png">

14
erpnext/docs/user/manual/en/customize-erpnext/custom-doctype.md
View File

@@ -21,7 +21,7 @@ in the Sales Order Doctype, then you should check Is Child Table. Else no.
not be able to re-produce.
1. Custom?: This field will be checked by default when adding Custom Doctype.
<img alt="Doctype Basic" class="screenshot" src="{{docs_base_url}}/assets/img/setup/customize/doctype-basics.png">
<img alt="Doctype Basic" class="screenshot" src="/docs/assets/img/setup/customize/doctype-basics.png">
#### Fields
@@ -36,7 +36,7 @@ Fields are much more than database columns, they can be:
1. Actions (button)
1. Attachments or Images
<img alt="Doc fields" class="screenshot" src="{{docs_base_url}}/assets/img/setup/customize/doctype-all-fields.png">
<img alt="Doc fields" class="screenshot" src="/docs/assets/img/setup/customize/doctype-all-fields.png">
When you add fields, you need to enter the **Type**. **Label** is optional for Section Break and Column Break. **Name** (`fieldname`) is the name of the database table column.
@@ -46,19 +46,19 @@ You can also set other properties of the field like whether it is mandatory, rea
In this section, you can define criteria based on which document for this doctype will be named. There are multiple criterion based on which document can be named, like naming based on the value in the specific field, or based on Naming Series, or based on value provided by the user in the prompt, which will be shown when saving document. In the following example, we are doing naming based on the value in the field **book_name**.
<img alt="Doctype Naming" class="screenshot" src="{{docs_base_url}}/assets/img/setup/customize/doctype-field-naming.png">
<img alt="Doctype Naming" class="screenshot" src="/docs/assets/img/setup/customize/doctype-field-naming.png">
#### Permission
In this table, you should select roles and define permission roles for them for this Doctype.
<img alt="Doctype Permissions" class="screenshot" src="{{docs_base_url}}/assets/img/setup/customize/doctype-permissions.png">
<img alt="Doctype Permissions" class="screenshot" src="/docs/assets/img/setup/customize/doctype-permissions.png">
#### Save DocType
On saving doctype, you will get pop-up to provide name for this Doctype.
<img alt="Doctype Save" class="screenshot" src="{{docs_base_url}}/assets/img/setup/customize/doctype-save.png">
<img alt="Doctype Save" class="screenshot" src="/docs/assets/img/setup/customize/doctype-save.png">
#### DocType in System
@@ -67,12 +67,12 @@ Human Resource module, to access this doctype, go to:
`Human Resource > Document > Book`
<img alt="Doctype List" class="screenshot" src="{{docs_base_url}}/assets/img/setup/customize/doctype-list-view.png">
<img alt="Doctype List" class="screenshot" src="/docs/assets/img/setup/customize/doctype-list-view.png">
#### Book master
Using the fields entered, following is the master one book.
<img alt="Doctype Form" class="screenshot" src="{{docs_base_url}}/assets/img/setup/customize/doctype-book-added.png">
<img alt="Doctype Form" class="screenshot" src="/docs/assets/img/setup/customize/doctype-book-added.png">
{next}

16
erpnext/docs/user/manual/en/customize-erpnext/custom-field.md
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@@ -14,37 +14,37 @@ To add a Custom Field, go to:
In the Customize Form, select Document Type in which you want to insert Custom Field. Let's assume we are inserting Custom Field in the Employee master.
<img alt="Select Document Type" class="screenshot" src="{{docs_base_url}}/assets/img/customize/custom-field-1.gif">
<img alt="Select Document Type" class="screenshot" src="/docs/assets/img/customize/custom-field-1.gif">
#### Insert Row for the Custom Field
In Customize Form, open the field above which you want to insert a Custom Field. Click on Insert Above.
<img alt="Select Document Type" class="screenshot" src="{{docs_base_url}}/assets/img/customize/custom-field-2.gif">
<img alt="Select Document Type" class="screenshot" src="/docs/assets/img/customize/custom-field-2.gif">
####Set Field Label
Custom Field's name will be set based on its Label. If you want to create Custom Field with specific name, but with different label, then you should first set Label as you want Field Name to be set. After Custom Field is saved, you can edit the Field Label again.
<img alt="Select Document Type" class="screenshot" src="{{docs_base_url}}/assets/img/customize/custom-field-3.png">
<img alt="Select Document Type" class="screenshot" src="/docs/assets/img/customize/custom-field-3.png">
####Select Field Type
There are various types of Field like Data, Date, Link, Select, Text and so on. Select Field Type for the Custom Field.
<img alt="Select Document Type" class="screenshot" src="{{docs_base_url}}/assets/img/customize/custom-field-4.png">
<img alt="Select Document Type" class="screenshot" src="/docs/assets/img/customize/custom-field-4.png">
Click [here]({{docs_base_url}}/user/manual/en/customize-erpnext/articles/field-types.html) to learn more about types of field you can set for your Custom Field.
Click [here](/docs/user/manual/en/customize-erpnext/articles/field-types.html) to learn more about types of field you can set for your Custom Field.
####Set Option
Based on the Field Type, value will be entered in the Options field.
If you are creating a Link field, then in the Options, enter Doctype name with which this field will be linked. Click [here]({{docs_base_url}}/user/manual/en/customize-erpnext/articles/creating-custom-link-field.html) to learn more about creating custom link field.
If you are creating a Link field, then in the Options, enter Doctype name with which this field will be linked. Click [here](/docs/user/manual/en/customize-erpnext/articles/creating-custom-link-field.html) to learn more about creating custom link field.
If field type is set as Select (drop down field), then all he possible result for this field should be listed in the Options field. Each possible result should be separate by row.
<img alt="Select Document Type" class="screenshot" src="{{docs_base_url}}/assets/img/customize/custom-field-5.png">
<img alt="Select Document Type" class="screenshot" src="/docs/assets/img/customize/custom-field-5.png">
For Data field, Option can be set to "Email" or "Phone" and the field will be validated accordingly.
@@ -65,7 +65,7 @@ You can set properties as:
After inserting required details for the Custom Field, Update Customize Form. On update, Custom Field will be inserting in the form, Employee master in this case. Before checking Employee form, reload your ERPNext account. After reload, check Employee form to see Custom Field in a form.
<img alt="Select Document Type" class="screenshot" src="{{docs_base_url}}/assets/img/customize/custom-field-6.png">
<img alt="Select Document Type" class="screenshot" src="/docs/assets/img/customize/custom-field-6.png">
####Deleting Custom Field

2
erpnext/docs/user/manual/en/customize-erpnext/custom-scripts/index.md
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@@ -6,7 +6,7 @@ Lead form, you can do so by creating your own script.
`Setup > Customization > Custom Script`
<img alt="Custom Script" class="screenshot" src="{{docs_base_url}}/assets/img/customize/custom-script-1.png">
<img alt="Custom Script" class="screenshot" src="/docs/assets/img/customize/custom-script-1.png">
### Topics

16
erpnext/docs/user/manual/en/customize-erpnext/customize-form.md
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@@ -3,7 +3,7 @@
<!--markdown-->
Before we venture to learn form customization tool, click [here](https://frappe.io/docs/user/en/tutorial/doctypes.html) to understand the architecture of forms in ERPNext. It shall help you in using Customize Form tool more efficiently.
Customize Form is the tool which allows user to customize property of the standard fields, and insert [custom fields]({{docs_base_url}}/user/manual/en/customize-erpnext/custom-field.html) as per the requirement. Let's assume we need to set Project Name field as a mandatory field in the Sales Order form. Following are the steps which shall be followed to achieve this.
Customize Form is the tool which allows user to customize property of the standard fields, and insert [custom fields](/docs/user/manual/en/customize-erpnext/custom-field.html) as per the requirement. Let's assume we need to set Project Name field as a mandatory field in the Sales Order form. Following are the steps which shall be followed to achieve this.
####Step 1: Go to Customize Form
@@ -13,7 +13,7 @@ Go to Customize Form from:
You can also reach the Customize Form tool from the List Views.
<img alt="Customize Form List" class="screenshot" src="{{docs_base_url}}/assets/img/customize/customize-form-from-list-view.gif">
<img alt="Customize Form List" class="screenshot" src="/docs/assets/img/customize/customize-form-from-list-view.gif">
####Step 2: Select Document Type
@@ -21,7 +21,7 @@ If navigate from the list view, Document Type will be automatically set in the C
If you reach customize form from the Setup module, or from awesome bar, then you will have to manually select Document Type in which customization needs to be made.
<img alt="Customize Form select doctype" class="screenshot" src="{{docs_base_url}}/assets/img/customize/customize-form-select-doctype.png">
<img alt="Customize Form select doctype" class="screenshot" src="/docs/assets/img/customize/customize-form-select-doctype.png">
####Step 3: Edit Property
@@ -29,11 +29,11 @@ On selecting Document Type, all the fields of the Document Type will updated as
To customized Project field, click on the respective row, and check "Mandatory". With this, Project field will become mandatory in the Sales Order.
<img alt="Customize Form select doctype" class="screenshot" src="{{docs_base_url}}/assets/img/customize/customize-form-edit-property.gif">
<img alt="Customize Form select doctype" class="screenshot" src="/docs/assets/img/customize/customize-form-edit-property.gif">
Like setting setting field Mandatory, following are the other customization options in the Customize Form tool.
* Change [Field Type]({{docs_base_url}}/user/manual/en/customize-erpnext/articles/field-types.html).
* Change [Field Type](/docs/user/manual/en/customize-erpnext/articles/field-types.html).
* Edit Field Labels to suit your industry/language.
* Set field precision for the Currency field.
* To hide field, check Hidden.
@@ -49,9 +49,9 @@ To have customizations take effect, reload your ERPNext account once.
From Customize Form, you can also do following customizations:
* Max Attachment Limit: Define [maximum no. of files]({{docs_base_url}}/user/manual/en/customize-erpnext/articles/increase-max-attachments.html) which can attached on a document.
* Max Attachment Limit: Define [maximum no. of files](/docs/user/manual/en/customize-erpnext/articles/increase-max-attachments.html) which can attached on a document.
* Default Print Format: For one document type, you can have multiple print formats. In the Customize Form, you can also set default Print Format for a document.
* Set [Title Field]({{docs_base_url}}/user/manual/en/customize-erpnext/document-title.html)
* Set [Title Field](/docs/user/manual/en/customize-erpnext/document-title.html)
* Sort Field and Sort Order: Define field based on which documents in the list view will be sorted.
>Note: Though we want you to do everything you can to customize your ERP based on your business needs, we recommend that you do not make “wild” changes to the forms. This is because, these changes may affect certain operations and may mess up your forms. Make small changes and see its effect before doing some more.
@@ -94,7 +94,7 @@ table, th, td {
</tr>
<tr>
<td>Field Type</td>
<td>Click <a href="{{docs_base_url}}/user/manual/en/customize-erpnext/articles/field-types.html">here</a> to learn about of fields types.</td>
<td>Click <a href="/docs/user/manual/en/customize-erpnext/articles/field-types.html">here</a> to learn about of fields types.</td>
</tr>
<tr>
<td>Options</td>

4
erpnext/docs/user/manual/en/customize-erpnext/document-title.md
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@@ -23,14 +23,14 @@ You can define the title by setting document properties in braces `{}`. For exam
{customer_name} for {project}
<img class="screenshot" alt = "Customize Title"
src="{{docs_base_url}}/assets/img/customize/customize-title.gif">
src="/docs/assets/img/customize/customize-title.gif">
#### Fixed or Editable Titles
If your title is generated as a default title, it can be edited by the user by clicking on the heading of the document.
<img class="screenshot" alt = "Editable Title"
src="{{docs_base_url}}/assets/img/customize/editable-title.gif">
src="/docs/assets/img/customize/editable-title.gif">
If you want a fixed title, you can set the rule in the **Options** property. In this way, the title will be automatically updated everytime the document is updated.

4
erpnext/docs/user/manual/en/customize-erpnext/hiding-modules-and-features.md
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@@ -4,9 +4,9 @@ To hide modules (icons) from the home page, go to:
`Setup > Permissions > Show / Hide Modules`
<img alt="Hide Features" class="screenshot" src="{{docs_base_url}}/assets/img/customize/show-hide-modules.png">
<img alt="Hide Features" class="screenshot" src="/docs/assets/img/customize/show-hide-modules.png">
Click [here]({{docs_base_url}}/user/manual/en/customize-erpnext/articles/module-visibility.html) to learn about other features from where icons from the desktop can be hidden.
Click [here](/docs/user/manual/en/customize-erpnext/articles/module-visibility.html) to learn about other features from where icons from the desktop can be hidden.
> Note: Modules are automatically hidden for users that have no permissions on the documents within that module. For example, if a User has no permissions on Purchase Order, Purchase Request, Supplier, the “Buying” module will automatically hidden for that User.

14
erpnext/docs/user/manual/en/customize-erpnext/kanban-board.md
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@@ -10,35 +10,35 @@ In ERPNext Kanban board can be an alternative for the list views. It helps you i
To create a Kanban board in ERPNext click the Kanban dropdown on the sidebar, and select New Kanban Board.
<img class="screenshot" alt="Add New Kanban Board" src="{{docs_base_url}}/assets/img/customize/kanban-board-1.png">
<img class="screenshot" alt="Add New Kanban Board" src="/docs/assets/img/customize/kanban-board-1.png">
###Add new Card/Document
To add Cards on Kanban Board click Add Tasks. You can Edit a card details by click on the card and it will take you to the Task Doctype where you can further add and edit card details.
<img class="screenshot" alt="Add card in Kanban Board" src="{{docs_base_url}}/assets/img/customize/kanban-board-2.png">
<img class="screenshot" alt="Add card in Kanban Board" src="/docs/assets/img/customize/kanban-board-2.png">
###Update Cards/Document Status
Based on the Task status you can drag and drop the Cards in the respective column. For example if the task is work in progress you can move the card for the task from the status Open to Working.
<img class="screenshot" alt="Move Cards on Kanban Board" src="{{docs_base_url}}/assets/img/customize/kanban-board-3.gif">
<img class="screenshot" alt="Move Cards on Kanban Board" src="/docs/assets/img/customize/kanban-board-3.gif">
###Manage Columns
To add more columns in the Kanban board click Add columns.
<img class="screenshot" alt="Add New column in Kanban Board" src="{{docs_base_url}}/assets/img/customize/kanban-board-4.gif">
<img class="screenshot" alt="Add New column in Kanban Board" src="/docs/assets/img/customize/kanban-board-4.gif">
To move columns based on the priority drag and drop the columns as per requirement.
<img class="screenshot" alt="Move columns in Kanban Board" src="{{docs_base_url}}/assets/img/customize/kanban-board-5.gif">
<img class="screenshot" alt="Move columns in Kanban Board" src="/docs/assets/img/customize/kanban-board-5.gif">
To set Colors to a Card click drop down menu on the card and assign color to it.
<img class="screenshot" alt="Add color to cards in Kanban Board" src="{{docs_base_url}}/assets/img/customize/kanban-board-6.gif">
<img class="screenshot" alt="Add color to cards in Kanban Board" src="/docs/assets/img/customize/kanban-board-6.gif">
You can also Archive and Restore the columns added in a Kanban board. To do so click Archive in drop down menu on the card. Once archived you can restore the column from the list of the archived columns in the Kanban board.
<img class="screenshot" alt="Archive and Restore in Kanban Board" src="{{docs_base_url}}/assets/img/customize/kanban-board-7.gif">
<img class="screenshot" alt="Archive and Restore in Kanban Board" src="/docs/assets/img/customize/kanban-board-7.gif">

4
erpnext/docs/user/manual/en/customize-erpnext/print-format.md
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@@ -18,7 +18,7 @@ To create your own versions, open an existing template from:
`Setup > Printing > Print Formats`
<img alt="Print Format" class="screenshot" src="{{docs_base_url}}/assets/img/customize/print-format.png">
<img alt="Print Format" class="screenshot" src="/docs/assets/img/customize/print-format.png">
Select the type of Print Format you want to edit and click on the “Copy”
button on the right column. A new Print Format will open up with “Is Standard”
@@ -45,7 +45,7 @@ To edit / update your print and PDF settings, go to:
`Setup > Printing and Branding > Print Settings`
<img alt="Print Format" class="screenshot" src="{{docs_base_url}}/assets/img/customize/print-settings.png">
<img alt="Print Format" class="screenshot" src="/docs/assets/img/customize/print-settings.png">
#### Example

16
erpnext/docs/user/manual/en/fleet_management/index.md
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@@ -19,15 +19,15 @@ ERPNext > Vehicle
* Enter License Plate,Make,Model,Odometer Value,Fuel Type and Fuel UOM for a quick entry.
<img class="screenshot" alt="Vehicle" src="{{docs_base_url}}/assets/img/fleet-management/vehicle-1.1.png">
<img class="screenshot" alt="Vehicle" src="/docs/assets/img/fleet-management/vehicle-1.1.png">
* Enter details like Insurance,Chassis,Vehicle Value,Location and Employee.
<img class="screenshot" alt="Vehicle" src="{{docs_base_url}}/assets/img/fleet-management/vehicle-1.2.png">
<img class="screenshot" alt="Vehicle" src="/docs/assets/img/fleet-management/vehicle-1.2.png">
* Enter Vehicle attributes like color,wheels,doors and last carbon check
<img class="screenshot" alt="Vehicle" src="{{docs_base_url}}/assets/img/fleet-management/vehicle-1.3.png">
<img class="screenshot" alt="Vehicle" src="/docs/assets/img/fleet-management/vehicle-1.3.png">
### Vehicle Log
@@ -39,17 +39,17 @@ ERPNext > Vehicle Log
* Enter License Plate,Employee,Date,Odometer reading for a quick entry.
<img class="screenshot" alt="Vehicle Log" src="{{docs_base_url}}/assets/img/fleet-management/vehicle-log-2.1.png">
<img class="screenshot" alt="Vehicle Log" src="/docs/assets/img/fleet-management/vehicle-log-2.1.png">
* Enter Refuelling details,Service details if applicable.
<img class="screenshot" alt="Vehicle Log" src="{{docs_base_url}}/assets/img/fleet-management/vehicle-log-2.2.png">
<img class="screenshot" alt="Vehicle Log" src="/docs/assets/img/fleet-management/vehicle-log-2.2.png">
### Make Expense Claim
* Click on Make Expense Claim button .This button appears only in case of Submitted Vehicle Logs.
<img class="screenshot" alt="Vehicle Log" src="{{docs_base_url}}/assets/img/fleet-management/expense-claim-3.1.png">
<img class="screenshot" alt="Vehicle Log" src="/docs/assets/img/fleet-management/expense-claim-3.1.png">
When you click on 'Make Expense Claim',
@@ -57,10 +57,10 @@ When you click on 'Make Expense Claim',
2. The sum of Fuel Expenses and Service Expenses is copied over to Expense Claim Amount.
3. Employee can submit the Expense Claim for further processing.
<img class="screenshot" alt="Vehicle Log" src="{{docs_base_url}}/assets/img/fleet-management/expense-claim-3.2.png">
<img class="screenshot" alt="Vehicle Log" src="/docs/assets/img/fleet-management/expense-claim-3.2.png">
### Vehicle Expenses Report
* To track and monitor Vehicle Expenses you can use the Vehicle Expenses report.This report gives a one stop view of all your vehicle expenses month wise.
<img class="screenshot" alt="Vehicle Log" src="{{docs_base_url}}/assets/img/fleet-management/vehicle-expenses.png">
<img class="screenshot" alt="Vehicle Log" src="/docs/assets/img/fleet-management/vehicle-expenses.png">

4
erpnext/docs/user/manual/en/human-resources/appraisal.md
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@@ -8,13 +8,13 @@ giving appropriate weightage to each parameter.
#### Step 1: Select an Appraisal Template
<img class="screenshot" alt="Appraisal" src="{{docs_base_url}}/assets/img/human-resources/appraisal.png">
<img class="screenshot" alt="Appraisal" src="/docs/assets/img/human-resources/appraisal.png">
After you select the template, the remaining form appears.
#### Step 2: Enter Employee Details
<img class="screenshot" alt="Appraisal" src="{{docs_base_url}}/assets/img/human-resources/appraisal-employee.png">
<img class="screenshot" alt="Appraisal" src="/docs/assets/img/human-resources/appraisal-employee.png">
Once the Appraisal Template is completed, you can create Appraisal records for
each period where you track performance. You can give points out of 5 for each

14
erpnext/docs/user/manual/en/human-resources/articles/employees-loan-management.md
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@@ -10,15 +10,15 @@ Create following Groups and Ledgers in Chart of Accounts if not there.
#### 1.1 Employee Loan Account
Create Group as 'Employees Loans' under Current Assets and create employee loan A/C (Ledger) under it. [Check this link for new account creation]({{docs_base_url}}/user/manual/en/setting-up/articles/managing-tree-structure-masters)
Create Group as 'Employees Loans' under Current Assets and create employee loan A/C (Ledger) under it. [Check this link for new account creation](/docs/user/manual/en/setting-up/articles/managing-tree-structure-masters)
![CoA]({{docs_base_url}}/assets/img/articles/Selection_433.png)
![CoA](/docs/assets/img/articles/Selection_433.png)
#### 1.2 Salaries Account
Create Group as 'Salaries' under Current Liabilities and create employee salary loan A/C (Ledger) under it.
![CoA]({{docs_base_url}}/assets/img/articles/Selection_434.png)
![CoA](/docs/assets/img/articles/Selection_434.png)
#### 1.3 Interest Account
@@ -28,7 +28,7 @@ Create Ledger as 'Interest on Loan' under Indirect Income.
Once loan amount is finalized, make journal voucher to book loan payment entry. You should Credit Loan amount to Bank/Cash account and Debit Loan amount employee loan account.
![Loan Entry]({{docs_base_url}}/assets/img/articles/Selection_435.png)
![Loan Entry](/docs/assets/img/articles/Selection_435.png)
### 3. Book Loan Recovery and Interest
@@ -36,13 +36,13 @@ Once loan amount is finalized, make journal voucher to book loan payment entry.
If your employee pays separately for his/her loan installment and loan interest, then create journal voucher.
![Loan Reco]({{docs_base_url}}/assets/img/articles/Selection_436.png)
![Loan Reco](/docs/assets/img/articles/Selection_436.png)
#### 3.2 Loan Adjustment in Salary
And if you deduct loan installment and interest from employees salary, then book journal entry for the same.
![Loan Reco]({{docs_base_url}}/assets/img/articles/Selection_437.png)
![Loan Reco](/docs/assets/img/articles/Selection_437.png)
In the Salary Slip of an employee, then create two Deduction Types in Salary Structure. One as 'Loan Installment' and other one as 'Loan Interest'. So that you can update those values under this deduction heads.
@@ -50,6 +50,6 @@ In the Salary Slip of an employee, then create two Deduction Types in Salary Str
After recovering loan and loan interest, General Ledger report will show the loan account details as follows.
![Loan Reco]({{docs_base_url}}/assets/img/articles/Selection_439.png)
![Loan Reco](/docs/assets/img/articles/Selection_439.png)
<!-- markdown -->

4
erpnext/docs/user/manual/en/human-resources/articles/leave-calculation-in-salary-slip.md
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@@ -27,7 +27,7 @@ a scenario to understand how leaves impact employees Salary Slip.
<li>Create Holiday List (if any), and link it with Employee master.</li>
</ol>
<p>When creating Salary Slip for an Employee, following is what you will see:</p>
<img src="{{docs_base_url}}/assets/img/articles/SGrab_282.png">
<img src="/docs/assets/img/articles/SGrab_282.png">
<br>
<br><b>Working Days:</b> Working Days in Salary Slip are calculated based on number of days selected above. If you don't wish to consider holiday in Working Days, then you should do following setting.
<br>
@@ -46,7 +46,7 @@ Leave Type as "Leave Without Pay".
<br>As indicated above, if you have LWP checked for components in the earning and deducted table, you will notice a reduction in Amount based on no. of LWP of an Employee for that month.
<br>
<br>
<img src="{{docs_base_url}}/assets/img/articles/SGrab_283.png" width="760"><br>
<img src="/docs/assets/img/articles/SGrab_283.png" width="760"><br>
<!-- markdown -->

6
erpnext/docs/user/manual/en/human-resources/attendance.md
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@@ -5,13 +5,13 @@ day can be created manually by:
> Human Resources > Documents > Attendance > New Attendance
<img class="screenshot" alt="Attendence" src="{{docs_base_url}}/assets/img/human-resources/attendence.png">
<img class="screenshot" alt="Attendence" src="/docs/assets/img/human-resources/attendence.png">
You can get a monthly report of your Attendance data by going to the “Monthly
Attendance Details” report.
You can easily set attendance for Employees using the [Employee Attendance Tool]({{docs_base_url}}/user/manual/en/human-resources/tools/employee-attendance-tool.html)
You can easily set attendance for Employees using the [Employee Attendance Tool](/docs/user/manual/en/human-resources/tools/employee-attendance-tool.html)
You can also bulk upload attendence using the [Upload Attendence Tool]({{docs_base_url}}/user/manual/en/human-resources/tools/upload-attendance.html)
You can also bulk upload attendence using the [Upload Attendence Tool](/docs/user/manual/en/human-resources/tools/upload-attendance.html)
{next}

2
erpnext/docs/user/manual/en/human-resources/daily-work-summary.md
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@@ -12,4 +12,4 @@ Go to "Daily Work Summary Settings" via HR module or search bar and set the comp
You can also choose to Customize the Message you send to your employees:
<img class="screenshot" alt="Department" src="{{docs_base_url}}/assets/img/human-resources/department.png">
<img class="screenshot" alt="Department" src="/docs/assets/img/human-resources/department.png">

12
erpnext/docs/user/manual/en/human-resources/employee-loan-management.md
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@@ -10,7 +10,7 @@ To create a new Loan Type go to:
Configure Loan limit and Rate of interest.
<img class="screenshot" alt="Loan Type" src="{{docs_base_url}}/assets/img/human-resources/loan-type.png">
<img class="screenshot" alt="Loan Type" src="/docs/assets/img/human-resources/loan-type.png">
### Employee Loan Application
@@ -18,7 +18,7 @@ Employee can apply for loan by going to:
> Human Resources > Employee Loan Management > Employee Loan Application > New Employee Loan Application
<img class="screenshot" alt="Employee Loan Application" src="{{docs_base_url}}/assets/img/human-resources/employee-loan-application.png">
<img class="screenshot" alt="Employee Loan Application" src="/docs/assets/img/human-resources/employee-loan-application.png">
#### In the Employee Loan Application,
@@ -27,7 +27,7 @@ Employee can apply for loan by going to:
On save, Employee can see Repayment Information and make changes if required before submitting.
<img class="screenshot" alt="Employee Loan Application" src="{{docs_base_url}}/assets/img/human-resources/repayment-info.png">
<img class="screenshot" alt="Employee Loan Application" src="/docs/assets/img/human-resources/repayment-info.png">
### Employee Loan
@@ -35,7 +35,7 @@ Once the Loan is approved, Manager can create Employee Loan record for the Emplo
> Human Resources > Employee Loan Management > Employee Loan > New Employee Loan
<img class="screenshot" alt="Employee Loan Application" src="{{docs_base_url}}/assets/img/human-resources/employee-loan.png">
<img class="screenshot" alt="Employee Loan Application" src="/docs/assets/img/human-resources/employee-loan.png">
#### In the Employee Loan,
@@ -44,13 +44,13 @@ Once the Loan is approved, Manager can create Employee Loan record for the Emplo
* Enter Disbursement Date and Account Info
* As soon as you hit save, the repayment schedule is generated.
<img class="screenshot" alt="repayment Schedule" src="{{docs_base_url}}/assets/img/human-resources/repayment-schedule.png">
<img class="screenshot" alt="repayment Schedule" src="/docs/assets/img/human-resources/repayment-schedule.png">
#### Loan repayment deduction from Salary
To auto deduct the Loan repayment from Salary, check "Repay from Salary" in Employee Loan. It will appear as Loan repayment in Salary Slip.
<img class="screenshot" alt="Salary Slip" src="{{docs_base_url}}/assets/img/human-resources/loan-repayment-salary-slip.png">
<img class="screenshot" alt="Salary Slip" src="/docs/assets/img/human-resources/loan-repayment-salary-slip.png">

2
erpnext/docs/user/manual/en/human-resources/employee.md
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@@ -6,6 +6,6 @@ To create new Employee go to:
> Human Resources > Employee > New
<img class="screenshot" alt="Employee" src="{{docs_base_url}}/assets/img/human-resources/employee.png">
<img class="screenshot" alt="Employee" src="/docs/assets/img/human-resources/employee.png">
{next}

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erpnext/docs/user/manual/en/human-resources/expense-claim.md
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@@ -6,20 +6,20 @@ To make a new Expense Claim, go to:
> HR > Expense Claim > New Expense Claim
<img class="screenshot" alt="Expense Claim" src="{{docs_base_url}}/assets/img/human-resources/expense_claim.png">
<img class="screenshot" alt="Expense Claim" src="/docs/assets/img/human-resources/expense_claim.png">
Set the Employee ID, date and the list of expenses that are to be claimed and
“Submit” the record.
### Set Account for Employee
Set employee's expense account on the employee form, system books an expense amount of an employee under this account.
<img class="screenshot" alt="Expense Claim" src="{{docs_base_url}}/assets/img/human-resources/employee_account.png">
<img class="screenshot" alt="Expense Claim" src="/docs/assets/img/human-resources/employee_account.png">
### Approving Expenses
Approver for the Expense Claim is selected by an Employee himself. Users to whom `Expense Approver` role is assigned will shown in the Expense Claim Approver field.
After saving Expense Claim, Employee should [Assign document to Approver]({{docs_base_url}}/user/manual/en/using-eprnext/assignment.html). On assignment, approving user will also receive email notification. To automate email notification, you can also setup [Email Alert]({{docs_base_url}}/user/manual/en/setting-up/email/email-alerts.html).
After saving Expense Claim, Employee should [Assign document to Approver](/docs/user/manual/en/using-eprnext/assignment.html). On assignment, approving user will also receive email notification. To automate email notification, you can also setup [Email Alert](/docs/user/manual/en/setting-up/email/email-alerts.html).
Expense Claim Approver can update the “Sanctioned Amounts” against Claimed Amount of an Employee. If submitting, Approval Status should be submitted to Approved or Rejected. If Approved, then Expense Claim gets submitted. If rejected, then Expen
Comments can be added in the Comments section explaining why the claim was approved or rejected.
@@ -27,19 +27,19 @@ Comments can be added in the Comments section explaining why the claim was appro
### Booking the Expense
On submission of Expense Claim, system books an expense against the expense account and the employee account
<img class="screenshot" alt="Expense Claim" src="{{docs_base_url}}/assets/img/human-resources/expense_claim_book.png">
<img class="screenshot" alt="Expense Claim" src="/docs/assets/img/human-resources/expense_claim_book.png">
User can view unpaid expense claim using report "Unclaimed Expense Claims"
<img class="screenshot" alt="Expense Claim" src="{{docs_base_url}}/assets/img/human-resources/unclaimed_expense_claims.png">
<img class="screenshot" alt="Expense Claim" src="/docs/assets/img/human-resources/unclaimed_expense_claims.png">
### Payment for Expense Claim
To make payment against the expense claim, user has to click on Make > Bank Entry
#### Expense Claim
<img class="screenshot" alt="Expense Claim" src="{{docs_base_url}}/assets/img/human-resources/payment.png">
<img class="screenshot" alt="Expense Claim" src="/docs/assets/img/human-resources/payment.png">
#### Payment Entry
<img class="screenshot" alt="Expense Claim" src="{{docs_base_url}}/assets/img/human-resources/payment_entry.png">
<img class="screenshot" alt="Expense Claim" src="/docs/assets/img/human-resources/payment_entry.png">
Note: This amount should not be clubbed with Salary because the amount will then be taxable to the Employee.
@@ -48,6 +48,6 @@ Note: This amount should not be clubbed with Salary because the amount will then
* To Link Expense Claim with Task or Project specify the Task or the Project while making an Expense Claim
<img class="screenshot" alt="Expense Claim - Project Link" src="{{docs_base_url}}/assets/img/project/project_expense_claim_link.png">
<img class="screenshot" alt="Expense Claim - Project Link" src="/docs/assets/img/project/project_expense_claim_link.png">
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16
erpnext/docs/user/manual/en/human-resources/fleet-management.md
View File

@@ -19,15 +19,15 @@ Human Resources > Fleet Management > Vehicle
* Enter License Plate, Make, Model, Odometer Value, Fuel Type and Fuel UOM for a quick entry.
<img class="screenshot" alt="Vehicle" src="{{docs_base_url}}/assets/img/human-resources/vehicle-1.1.png">
<img class="screenshot" alt="Vehicle" src="/docs/assets/img/human-resources/vehicle-1.1.png">
* Enter details like Insurance, Chassis, Vehicle Value, Location and Employee.
<img class="screenshot" alt="Vehicle" src="{{docs_base_url}}/assets/img/human-resources/vehicle-1.2.png">
<img class="screenshot" alt="Vehicle" src="/docs/assets/img/human-resources/vehicle-1.2.png">
* Enter Vehicle attributes like color, wheels, doors and last carbon check
<img class="screenshot" alt="Vehicle" src="{{docs_base_url}}/assets/img/human-resources/vehicle-1.3.png">
<img class="screenshot" alt="Vehicle" src="/docs/assets/img/human-resources/vehicle-1.3.png">
### Vehicle Log
@@ -39,17 +39,17 @@ Human Resources > Fleet Management > Vehicle Log
* Enter License Plate, Employee, Date, Odometer reading for a quick entry.
<img class="screenshot" alt="Vehicle Log" src="{{docs_base_url}}/assets/img/human-resources/vehicle-log-2.1.png">
<img class="screenshot" alt="Vehicle Log" src="/docs/assets/img/human-resources/vehicle-log-2.1.png">
* Enter Refueling details, Service details if applicable.
<img class="screenshot" alt="Vehicle Log" src="{{docs_base_url}}/assets/img/human-resources/vehicle-log-2.2.png">
<img class="screenshot" alt="Vehicle Log" src="/docs/assets/img/human-resources/vehicle-log-2.2.png">
### Make Expense Claim
* Click on Make Expense Claim button. This button appears only in case of Submitted Vehicle Logs.
<img class="screenshot" alt="Vehicle Log" src="{{docs_base_url}}/assets/img/human-resources/expense-claim-3.1.png">
<img class="screenshot" alt="Vehicle Log" src="/docs/assets/img/human-resources/expense-claim-3.1.png">
When you click on 'Make Expense Claim',
@@ -57,10 +57,10 @@ When you click on 'Make Expense Claim',
2. The sum of Fuel Expenses and Service Expenses is copied over to Expense Claim Amount.
3. Employee can submit the Expense Claim for further processing.
<img class="screenshot" alt="Vehicle Log" src="{{docs_base_url}}/assets/img/human-resources/expense-claim-3.2.png">
<img class="screenshot" alt="Vehicle Log" src="/docs/assets/img/human-resources/expense-claim-3.2.png">
### Vehicle Expenses Report
* To track and monitor Vehicle Expenses you can use the Vehicle Expenses report.This report gives a one stop view of all your vehicle expenses month wise.
<img class="screenshot" alt="Vehicle Log" src="{{docs_base_url}}/assets/img/human-resources/vehicle-expenses.png">
<img class="screenshot" alt="Vehicle Log" src="/docs/assets/img/human-resources/vehicle-expenses.png">

8
erpnext/docs/user/manual/en/human-resources/holiday-list.md
View File

@@ -16,22 +16,22 @@ Click on New to add new Holiday List.
Give a name to Holiday List. It can be based in Fiscal Year or location or department as application. Also select From and To Date for the Holiday List.
<img class="screenshot" alt="Holiday List" src="{{docs_base_url}}/assets/img/human-resources/holiday-list-1.png">
<img class="screenshot" alt="Holiday List" src="/docs/assets/img/human-resources/holiday-list-1.png">
You can quickly add Weekly Off in the Holiday List as following.
<img class="screenshot" alt="Holiday List" src="{{docs_base_url}}/assets/img/human-resources/holiday-list-2.gif">
<img class="screenshot" alt="Holiday List" src="/docs/assets/img/human-resources/holiday-list-2.gif">
After that, you can also add specific days (like festival holidays) manually.
<img class="screenshot" alt="Holiday List" src="{{docs_base_url}}/assets/img/human-resources/holiday-list-3.png">
<img class="screenshot" alt="Holiday List" src="/docs/assets/img/human-resources/holiday-list-3.png">
### Holiday List in Employee
If you have created multiple Holiday List, then select specific Holiday List for an Employee in the respective master.
<img class="screenshot" alt="Holiday List" src="{{docs_base_url}}/assets/img/human-resources/holiday-list-4.png">
<img class="screenshot" alt="Holiday List" src="/docs/assets/img/human-resources/holiday-list-4.png">
When an Employee applies for the Leave, then days mentioned in the Holiday List will not be counted, as they are holiday already. For more configuration option in Holiday List, check `HR > HR Settings`.

12
erpnext/docs/user/manual/en/human-resources/human-resources-reports.md
View File

@@ -4,37 +4,37 @@
Employee Leave Balance Report shows employees and their respective balance leaves under various leave types. Report is generated as per the number of allowed leaves.
<img alt="Employee Leave Balance" class="screenshot" src="{{docs_base_url}}/assets/img/human-resources/employee-leave-balance-report.png">
<img alt="Employee Leave Balance" class="screenshot" src="/docs/assets/img/human-resources/employee-leave-balance-report.png">
### Employee Birthday
Employee Birthday Report shows Birthdays of your employees.
<img alt="Employee Birthday" class="screenshot" src="{{docs_base_url}}/assets/img/human-resources/employee-birthday-report.png">
<img alt="Employee Birthday" class="screenshot" src="/docs/assets/img/human-resources/employee-birthday-report.png">
### Employee Information
Employee Information Report shows Report View of important information recorded in Employee master.
<img alt="Employee Information" class="screenshot" src="{{docs_base_url}}/assets/img/human-resources/employee-information-report.png">
<img alt="Employee Information" class="screenshot" src="/docs/assets/img/human-resources/employee-information-report.png">
### Employee Holiday Attendance
Employee Holiday Attendance shows the list of Employees who attended on Holidays.
<img alt="Employee Information" class="screenshot" src="{{docs_base_url}}/assets/img/human-resources/employee-holiday-report.png">
<img alt="Employee Information" class="screenshot" src="/docs/assets/img/human-resources/employee-holiday-report.png">
### Monthly Salary Register
Monthly Salary Register shows net pay and its components of employee(s) at a glance.
<img alt="Monthly Salary Register" class="screenshot" src="{{docs_base_url}}/assets/img/human-resources/monthly-salary-register-report.png">
<img alt="Monthly Salary Register" class="screenshot" src="/docs/assets/img/human-resources/monthly-salary-register-report.png">
### Monthly Attendance Sheet
Monthly Attendance Sheet shows monthly attendance of selected employee at a glance.
<img alt="Monthly Attendance Sheet" class="screenshot" src="{{docs_base_url}}/assets/img/human-resources/monthly-attendance-sheet-report.png">
<img alt="Monthly Attendance Sheet" class="screenshot" src="/docs/assets/img/human-resources/monthly-attendance-sheet-report.png">
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