[docs] moved into folders

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Rushabh Mehta
2013-09-03 10:19:10 +05:30
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{
"_label": "Custom Field"
}
---
A very common customization is adding of custom fields. You can add Custom Fields in any Master or Transaction in ERPNext. To add a Custom Field, go to:
> Setup > Custom Field > New Custom Field
In the form:
- Select the Document on which you want to add the Custom Field.
- Select the Type of field and the Options (see section on field types).
- Select where you want the field to appear in the Form (“after field” section).
and save the Custom Field. When you open a new / existing form of the type you selected in step 1, you will see it with the Custom Fields.
#### Naming
Many times you want your fields to be carried over from one form to another. For example, you may have added a Custom Field in Quotation that you want to include in Sales Order when a Sales Order is created from the Quotation. This is simple in ERPNext, just make sure the fields have the same “fieldname”

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{
"_label": "Customize Form"
}
---
Please read ERPNext Structure before you start customizing.
You can Customize Forms by changing its layout, making certain fields mandatory, hiding others and changing permission levels on fields by going to:
> Setup > Customize ERPNext > Customize Forms
Select the Form you want to customize and the fields table will be updated with the fields from that form. Here you can:
- Change field types (for e.g. you want to increase the number of decimal places, you can convert come fields from Float to Currency).
- Change labels to suit your industry / language.
- Make certain fields mandatory.
- Hide certain fields.
- Change layout (sequence of fields). To do this, select a field in the grid and click on “Up” or “Down” in the grid toolbar.
- Add / edit “Select” Options. (for example, you can add more sources in Leads etc).
You can also allow attachments, set max number of attachments and set the default Print Format.
> 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.

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{
"_label": "Customize ERPNext"
}
---
ERPNext offers many tools to customize the system.
You simplify the forms by hiding features you dont need using Disable Features and Module Setup, add Custom Fields, change form properties, like adding more options to drop-downs or hiding fields using Customize Form View and make your own Print Formats by using HTML Templates. You can also create multiple Letter Heads for your Prints.

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{
"_label": "Hiding Modules and Features"
}
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### Hiding Unused Features
As you have seen from this manual that ERPNext contains tons of features which you may not use. We have observed that most users start with using 20% of the features, though a different 20%. To hide fields belonging to features you dont require, go to:
> Setup > Customize ERPNext > Disable Features.
Check / uncheck the features you want to use and refresh your page for the changes to take effect.
---
### Hiding Module Icons
To hide modules (icons) from the home page, go to:
Setup > Customize ERPNext > Modules Setup
> 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 be hidden.

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{
"_label": "Print Format"
}
---
Print Formats are the layouts that are generated when you want to Print or Email a transaction like a Sales Invoice. There are two types of Print Formats,
- The auto-generated “Standard” Print Format: This type of format follows the same layout as the form and is generated automatically by ERPNext.
- Based on the Print Format document. There are templates in HTML that will be rendered with data.
ERPNext comes with a number of pre-defined templates in three styles: Modern, Classic and Spartan. You modify these templates or create their own. Editing ERPNext templates is not allowed because they may be over-written in an upcoming release.
To create your own versions, open an existing template from:
> Setup > Branding and Printing > Print Formats
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” set as “No” and you can edit the Print Format.
Editing a Print Format is a long discussion and you will have to know a bit of HTML, Javascript and Python to learn this. For help, please post on our forum.
> Note: Pre-printed stationary is usually not a good idea because your Prints will look incomplete (inconsistent) when you send them by mail.
#### Footers
Many times you may want to have a standard footer for your prints with your address and contact information. Unfortunately due to the limited print support in HTML pages, it is not possible unless you get it scripted. Either you can use pre-printed stationary or add this information in your header.