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User Progress (#10336)
* [user-progress] first cut * [user-progress] Add users slide, remove taxes, make sample data * wip tests * [setup-wiz] UI test * [user-progress] notif test, docs trim * wip * [user-progress] Setup Progress single to update action states, fixtures * setup progress actions patch * rename sales_target field patch * [progress] wip reform slide data * [progress] remove slide data * [setup] add roles for GST doctypes, remove commit from fixtures
This commit is contained in:
Prateeksha Singh
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Rushabh Mehta
Rushabh Mehta
parent
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95d8fd38f5
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# Setup Wizard
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The Setup Wizard helps you quickly setup your ERPnext by helping you create your company, Items, Customer, Suppliers and will also setup a basic website with this data.
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The Setup Wizard helps you quickly setup ERPnext as per your locale and sets up your organisation.
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Here is a quick overview of the steps:
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step-1-language
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step-2-currency-and-timezone
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step-3-user-details
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step-4-two-factor-authentication
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step-5-company-details
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step-6-letterhead-and-logo
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step-7-add-users
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step-8-tax-details
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step-9-customer-names
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step-10-suppliers
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step-11-item
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# Step 10: Suppliers
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Enter a few of your Suppliers' names.
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<img alt="Suppliers" class="screenshot"
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src="/docs/assets/img/setup-wizard/step-9.png">
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---
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To understand Suppliers in detail visit [Supplier Master](/docs/user/manual/en/buying/supplier.html)
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# Step 11: Item Names
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In this final step, please enter the names of the Items you buy or sell.
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<img alt="Add Items" class="screenshot"
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src="/docs/assets/img/setup-wizard/step-10.png">
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Please set the group of the item (Product / Service) and unit of measure. Don't worry you will be able to edit all of this later.
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---
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## Thats it!
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Once you are done with the setup wizard you will see the familiar desktop page.
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# Step 6: Letterhead and Logo
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Attach Company Letterhead and Company Logo.
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<img alt="Company Logo and Letterhead" class="screenshot" src="/docs/assets/img/setup-wizard/step-5.png">
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---
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### Letterhead
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A letterhead is the heading at the top of a sheet of letter paper (stationery). That heading usually consists of a name and an address, and a logo or corporate design.
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Click on the box ‘Attach Letterhead’ . Select the image file from the place it is stored and click enter.
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You may choose to skip this step if your letterhead is not ready.
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To select letterhead later through the setup module, read [Letter-head](/docs/user/manual/en/setting-up/print/letter-head.html)
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#### To "attach as web-link"
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For any attachments in ERPNext, you can also attach as a web-link. If you are using other tools like Dropbox or Google Docs to manage your files, you can set its public link.
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# Step 7: Add Users
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Add other users and assign them roles based on their job responsibilities.
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<img alt="Users" class="screenshot" src="/docs/assets/img/setup-wizard/step-6.png">
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# Step 8: Tax Details
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Enter any three types of taxes which you regularly pay. This wizard will create a tax master which will calculate the taxes as per the tax-type.
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<img alt="Tax Details" class="screenshot" src="/docs/assets/img/setup-wizard/step-7.png">
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Just set the tax name and the standard percentage levied.
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---
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Some examples of tax types are given below.
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#### VAT
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A value added tax (VAT) is a form of consumption tax. From the perspective of the buyer, it is a tax on the purchase price. From that of the seller, it is a tax only on the value added to a product, material, or a service. From an accounting point of view, by the stage of its manufacture or distribution. The manufacturer remits to the government the difference between these two amounts, and retains the rest for themselves to offset the taxes they had previously paid on the inputs.
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The purpose of VAT is to generate tax revenues to the government similar to the corporate income tax or the personal income tax. For Example: When you shop at a departmental store and avail discount on the products, the store charges you 5% extra on the total bill as the VAT.
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To setup VAT in the setup wizard , simply enter the percentage amount levied by your government. To setup VAT at a later stage read [setting-up-taxes](/docs/user/manual/en/setting-up/setting-up-taxes.html)
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# Step 9: Customers
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Enter your Customer names and the contact person from that organisation.
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<img alt="Customers" class="screenshot" src="/docs/assets/img/setup-wizard/step-8.png">
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---
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#### Difference between a customer name and a contact name
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A customer name is the name of the organisation and a contact name is the name of the person from that organisation.
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For Example: If American Power Mills is an organisation name and their founder Shiv Agarwal has installed ERPNext on his system. Then,
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Customer Name: American Power Mills
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Contact Name: Shiv Agarwal
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To understand Customer in detail visit [Customer Details](/docs/user/manual/en/CRM/customer.html)
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{next}
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