[docs] moved into folders

docs/user/intro/docs.user.implement.concepts.md

@@ -0,0 +1,367 @@
+---
+{
+	"_label": "Concepts and Terms"
+}
+---
+Before you start implementation, lets get familiar with the terminology used and some basic concepts in ERPNext.
+
+---
+
+### Basic Concepts
+
+#### Company
+
+This represents the Company records for which ERPNext is setup. With this same setup, you can create multiple Company records, each representing a different legal entity. The accounting for each Company will be different, but they will share the Customer, Supplier and Item records.
+
+> Setup > Company > Companies
+
+#### Customer
+
+Represents a customer. A Customer can be an individual or an organizations. You can create multiple Contacts and Addresses for each Customer.
+
+> Selling > Customer
+
+#### Supplier
+
+Represents a supplier of goods or services. Your telephone company is a Supplier, so is your raw materials Supplier. Again, a Supplier can be an individual or an organization and has multiple Contacts and Addresses.
+
+> Buying > Supplier
+
+#### Item
+
+A Product, sub-product or Service that is either bought, sold or manufactured and is uniquely identified.
+
+> Stock > Item
+
+#### Account
+
+An Account is a heading under which financial and business transactions are carried on. For example, “Travel Expense” is an account, “Customer Zoe”, “Supplier Mae” are accounts. ERPNext creates accounts for Customers and Suppliers automatically.
+
+> Accounts > Chart of Accounts
+
+#### Address
+
+An address represents location details of a Customer or Supplier. These can be of different locations such as Head Office, Factory, Warehouse, Shop etc. 
+
+> Selling > Address
+
+#### Contact
+
+An individual Contact belongs to a Customer or Supplier or is just an independent. A Contact has a name and contact details like email and phone number.
+
+> Selling > Contact
+
+#### Communication
+
+A list of all Communication with a Contact or Lead. All emails sent from the system are added to the Communication table.
+
+> Support > Communication
+
+#### Price List
+
+A table of sale price for an Item. An Item can have multiple prices based on Customer / Supplier or Territory etc..
+
+> Selling > Setup > Price List
+
+> Buying > Setup > Price List
+
+---
+
+### Accounting
+
+#### Fiscal Year
+
+Represents a Financial Year or Accounting Year. You can operate multiple Fiscal Years at the same time. Each Fiscal Year has a start date and an end date and transactions can only be recorded in this period. When you “close” a fiscal year, it's balances are transferred as “opening” balances for the next fiscal year.
+
+> Setup > Company > Fiscal Years
+
+#### Cost Center
+
+A Cost Center is like an Account, but the only difference is that it's structure represents your business more closely than Accounts. For example in your Chart of Accounts, you separate your expenses by type (say travel, marketing etc). In your Chart of Cost Centers, you can separate them by product line or business group (for example online sales, retail sales)
+
+> Accounts > Chart of Cost Centers
+
+#### Journal Voucher
+
+A document that contains General Ledger (GL) entries and the sum of Debits and Credits of those entries is the same. In ERPNext you can update Payments, Returns etc using Journal Vouchers.
+
+> Accounts > Journal Vouchers
+
+#### Sales Invoice
+
+A bill sent to Customers for delivery of Items (goods or services).
+
+> Accounts > Sales Invoice
+
+#### Purchase Invoice
+
+A bill sent by a Supplier for delivery of Items (goods or services).
+
+> Accounts > Purchase Invoice
+
+#### Currency
+
+ERPNext allows you to book transactions in multiple currencies. There is only one currency for your books of accounts though. While posting your Invoices, payments in different currencies, the amounts are converted to the default currency by the specified conversion rate.
+
+> Setup > Company > Currencies
+
+---
+
+### Selling
+
+#### Customer Group
+
+A classification of Customers, usually based on market segment.
+
+> Selling > Setup (sidebar) > Customer Group
+
+#### Lead
+
+A person who could be a future source of business. A Lead may generate Opportunities. (from: “may lead to a sale”).
+
+> Selling > Lead
+
+#### Opportunity
+
+A potential sale. (from: “opportunity for a business”).
+
+> Selling > Opportunity
+
+#### Sales Order
+
+A note confirming the terms of delivery and price of an Item (product or service) by the Customer. Deliveries, Production Orders and Invoices are made on basis of Sales Orders.
+
+> Selling > Sales Order
+
+#### Territory
+
+A geographical area classification for sales management. You can set targets for Territories and each sale is linked to a Territory.
+
+> Selling > Setup > Territory
+
+#### Sales Partner
+
+A third party distributer / dealer / affiliate / commission agent who sells the company’s products usually for a commission.
+
+> Selling > Setup > Sales Partner
+
+#### Sales Person
+
+Someone who pitches to the Customer and closes deals. You can set targets for Sales Persons and tag them in transactions.
+
+> Selling > Setup > Sales Person
+
+---
+
+### Buying
+
+#### Purchase Order
+
+A contract given to a Supplier to deliver the specified Items at the specified cost, quantity, dates and other terms.
+
+> Buying > Purchase Order
+
+#### Material Request
+
+A request made by a system User, or automatically generated by ERPNext based on reorder level or projected quantity in Production Plan for purchasing a set of Items.
+
+> Buying > Material Request
+
+---
+
+### Stock (Inventory)
+
+#### Warehouse
+
+A logical Warehouse against which stock entries are made.
+
+> Stock > Warehouse
+
+#### Stock Entry
+
+Material transfer from a Warehouse, to a Warehouse or from one Warehouse to another.
+
+> Stock > Stock Entry
+
+#### Delivery Note
+
+A list of Items with quantities for shipment. A Delivery Note will reduce the stock of Items for the Warehouse from where you ship. A Delivery Note is usually made against a Sales Order.
+
+> Stock > Delivery Note
+
+#### Purchase Receipt
+
+A note stating that a particular set of Items were received from the Supplier, most likely against a Purchase Order.
+
+> Stock > Purchase Receipt
+
+#### Serial Number
+
+A unique number given to a particular unit of an Item.
+
+> Stock > Serial Number
+
+#### Batch
+
+A number given to a group of units of a particular Item that may be purchased or manufactured in a group.
+
+> Stock > Batch
+
+#### Stock Ledger Entry
+
+A unified table for all material movement from one warehouse to another. This is the table that is updated when a Stock Entry, Delivery Note, Purchase Receipt, Sales Invoice (POS) is made.
+
+#### Stock Reconciliation
+
+Update Stock of multiple Items from a spreadsheet (CSV) file.
+
+> Stock > Stock Reconciliation (in sidebar)
+
+#### Quality Inspection
+
+A note prepared to record certain parameters of an Item at the time of Receipt from Supplier, or Delivery to Customer.
+
+> Stock > Tools > Quality Inspection
+
+#### Item Group
+
+A classification of Item.
+
+> Stock > Setup (sidebar) > Item Group
+
+---
+
+### Human Resource Management
+
+#### Employee
+
+Record of a person who has been in present or past, in the employment of the company.
+
+Human Resources > Employee
+
+#### Leave Application
+
+A record of an approved or rejected request for leave.
+
+> Human Resource > Leave Application
+
+#### Leave Type
+
+A type of leave (for example, Sick Leave, Maternity Leave etc.)
+
+> Human Resource > Leave and Attendance (sidebar) > Leave Type
+
+#### Salary Manager
+
+A tool that will help creation of multiple Salary Slips for Employees.
+
+> Human Resource > Salary and Payroll > Process Payroll
+
+#### Salary Slip
+
+A record of the monthly salary given to an Employee.
+
+> Human Resource > Salary Slip
+
+#### Salary Structure
+
+A template identifying all the components of an Employee’s salary (earnings) and tax and other social security deductions.
+
+> Human Resource > Salary and Payroll > Salary Structure
+
+#### Appraisal
+
+A record of the performance of an Employee over a specified period based on certain parameters.
+
+> Human Resources > Appraisal
+
+#### Appraisal Template
+
+A template recording the different parameters of Employee performance and their weightage for a particular role.
+
+> Human Resources > Employee Setup > Appraisal Template
+
+#### Attendance
+
+A record indicating presence or absence of an Employee on a particular day.
+
+> Human Resources > Attendance
+
+---
+
+### Manufacturing
+
+#### Bill of Materials (BOM)
+
+A list of Operations and Items with their quantities, that are required to produce another Item. A Bill of Materials (BOM) is used to plan purchases and do product costing.
+
+> Manufacturing > BOM
+
+#### Workstation
+
+A place where a BOM operation takes place. It is useful to calculate the direct cost of the product.
+
+> Manufacturing > Workstation
+
+#### Production Order
+
+A document signaling production (manufacture) of a particular Item with specified quantities.
+
+> Manufacturing > Production Order
+
+#### Production Planning Tool
+
+A tool for automatic creation of Production Orders and Purchase Requests based on Open Sales Orders in a given period.
+
+> Manufacturing > Production Planning Tool
+
+---
+
+### Website
+
+#### Blog Post
+
+A short article that appears in the “Blog” section of the website generated from the ERPNext website module. Blog is a short from of “Web Log”.
+
+> Website > Blog Post
+
+#### Web Page
+
+A web page with a unique URL (web address) on the website generated from ERPNext.
+
+> Website > Web Page
+
+---
+
+### Setup / Customization
+
+#### Custom Field
+
+A user defined field on a form / table.
+
+Setup > Customize ERPNext > Custom Field
+
+#### Global Defaults
+
+This is the section where you set default values for various parameters of the system.
+
+Setup > Data > Global Defaults
+
+#### Print Heading
+
+A title that can be set on a transaction just for printing. For example, you want to print a Quotation with a title “Proposal” or “Pro forma Invoice”.
+
+> Setup > Branding and Printing > Print Headings
+
+#### Terms and Conditions
+
+Text of your terms of contract.
+
+> Selling > Setup > Terms and Conditions Template
+
+#### Unit of Measure (UOM)
+
+How quantity is measured for an Item. For example (Kg, No, Pair, Packet) etc.
+
+> Stock > Setup > UOM
+

docs/user/intro/docs.user.implement.md

@@ -0,0 +1,34 @@
+---
+{
+	"_label": "Implementation",
+	"_toc": [
+		"docs.user.implement.strategy",
+		"docs.user.implement.concepts"
+	]
+}
+---
+We have seem dozens of ERP implementations over the past few years and we realize that successful implementations are a lot about intangibles and attitude.
+
+**ERPs are not required.**
+
+Like exercise. 
+
+Human body may seem like it does not require exercise today or even tomorrow, but in the long run, if you wish to maintain your body and its health, you should get on the treadmill.
+
+In the same way, ERPs improve the health of your organization over a long run by keeping it fit and efficient. The more you delay putting things in order, the more time you lose, and the closer you get to a major disaster.
+
+So when you start implementing an ERP, keep your sight on the long term benefits. Like exercise, its painful in the short run, but will do wonders if you stay on course.
+
+---
+
+## The Champion
+
+ERP means organization wide change and it does not happen without effort. Every change requires a champion and it is the duty of the champion to organize and energize the entire team towards implementation. The champion is all the fall guy (or fall gal) incase something goes wrong and hence needs to be resilient. Who becomes a champion without putting effort anyways?
+
+In many organizations we have seen, the champion is most often the owner or a senior manager. Occasionally, the champion is an outsider who is hired for the purpose.
+
+In either case, you must identify your champion first.
+
+Most likely its **you!** 
+
+Lets Begin!

docs/user/intro/docs.user.implement.strategy.md

@@ -0,0 +1,30 @@
+---
+{
+	"_label": "Implementation Strategy"
+}
+---
+Before you start managing your Operations in EPRNext, you must first become familiar with the system and the terms used. For this we recommend implementation should happen in two phases.
+
+- A Test Phase, where you enter dummy records representing your day to day transactions and a - Live Phase, where we start entering live data.
+
+### Test Phase
+
+- Read the Manual
+- Create your first Customer, Supplier and Item. Add a few more so you get familiar.
+- Create Customer Groups, Item Groups, Warehouses, Supplier Groups, so that you can classify your Items.
+- Complete a standard sales cycle - Lead > Opportunity > Quotation > Sales Order > Delivery Note > Sales Invoice > Payment (Journal Voucher)
+- Complete a standard purchase cycle - Purchase Request > Purchase Order > Purchase Receipt > Payment (Journal Voucher).
+- Complete a manufacturing cycle (if applicable) - BOM > Production Planning Tool > Production Order > Stock Entry (issue) > Stock Entry (back-flush)
+
+> Tip: Use the 30-day free trial at [erpnext.com](https://erpnext.com) to take your test drive.
+
+### Live Phase
+
+Once you have made yourself familiar with ERPNext, start entering your live data!
+
+- Clean up the account of test data or better, start a fresh install.
+- Setup all the modules with Customer Groups, Item Groups, Warehouses, BOMs etc.
+- Import Customers, Suppliers, Items, Contacts and Addresses using Data Import Tool.
+- Import opening stock using Stock Reconciliation Tool.
+- Create opening accounting entries via Journal Voucher and create outstanding Sales Invoices and Purchase Invoices.
+

docs/user/intro/docs.user.intro.md

@@ -0,0 +1,66 @@
+---
+{
+	"_label": "Introduction",
+	"_toc": [
+		"docs.user.intro.open_source",
+		"docs.user.intro.try",
+		"docs.dev.install",
+		"docs.user.help"
+	]
+}
+---
+## What is an ERP and why should I care?
+
+(If you are already convinced you need an all-in-one system for your organization, you can skip this.)
+
+If you are running a small business that has some employees, you understand its hard to manage the dynamic nature of doing businesses. 
+You are already using software like Accounting, and may be some other one to manage your inventory and sales (or CRM). 
+An ERP brings all of this together in one place.
+
+Small businesses are not so different from large ones. They contain most of the complexities of a large business along with many other constraints. 
+Small businesses have to communicate with customers, do accounts, pay taxes, do payroll, manage timelines, deliver quality, answer questions 
+and keep everyone happy just like in large businesses.
+
+Large businesses have the advantage of using advanced data systems to manage their process efficiently. 
+Small businesses typically struggle to keep things organized. They often use a mix of apps like spreadsheets, accounting software, web CRM etc to manage.The problem is, not everyone is on the same page. An ERP changes that.
+
+---
+
+## What is ERPNext?
+
+ERPNext helps you to manage all your business information in one application and use it to manage operations and take decisions based on data.
+
+Among other things, ERPNext will help you to:
+
+- Track all Invoices and Payments.
+- Know what quantity of which product is available in stock.
+- Identify open customer queries.
+- Manage payroll.
+- Assign tasks and follow up on them.
+- Maintain a database of all your customers, suppliers and their contacts.
+- Prepare quotes.
+- Get reminders on maintenance schedules.
+- Publish your website.
+
+And a lot lot lot more.
+
+---
+
+## Why Should I Use ERPNext?
+
+ERPNext is a modern tool that covers not only accounting but also all other business functions on an integrated platform. It has many benefits over both traditional accounting as well as ERP applications.
+
+### Benefits over traditional accounting software:
+
+- Do a lot more than just accounting! Manage inventory, billing, quotes, leads, payroll and a lot more.
+- Keep all your data safe and in one place. Don’t keep hunting for data when you need it across spreadsheets and different computers.
+-Manage everyone on the same page. All users get the same updated data.
+- Stop repetitive work. Don’t enter the same information from your word processor to your accounting tool. Its all integrated.
+- Keep track. Get the entire history of a customer or a deal in one place.
+
+### Benefits over big ERPs
+
+- $$$ - Save money.
+- Easier to configure. Big ERPs are notoriously hard to setup and will ask you a zillion questions before you can do something meaningful.
+- Easier to use. Modern web like user interface will keep your users happy and in familiar territory.
+- Open Source. This software is always free and you can host it anywhere you like.

docs/user/intro/docs.user.intro.open_source.md

@@ -0,0 +1,26 @@
+---
+{
+	"_label": "Open Source"
+}
+---
+The source code is an Open Source software. It is open for anyone to understand, extend or improve. And it is free!
+
+Advantages of an Open Source software are:
+
+1. You can choose to change your service provider anytime.
+1. You can host the application anywhere, including your own server so you have complete ownership and privacy of the data.
+1. There will always be a community to support you incase you need help and you are not dependant  only on your service provider.
+1. The product is critiqued and used by a wide range of people who have reported hundreds of issues and suggestions to make this product better, and this will always continue.
+
+---
+
+### Alternatives
+
+There are many Open Source ERPs you can consider. Popular ones are:
+
+1. OpenERP
+1. OpenBravo
+1. Apache OfBiz
+1. xTuple
+1. Compiere (and forks)
+

docs/user/intro/docs.user.intro.try.md

@@ -0,0 +1,39 @@
+---
+{
+	"_label":"Getting Started with ERPNext"
+}
+---
+There are many ways to get started with ERPNext.
+
+### 1. See the Demo
+
+If you just want to check out the user interface and **feel** the application, just see the demo at:
+
+- [https://demo.erpnext.com](https://demo.erpnext.com)
+
+### 2. Get a Free 30 day Trial at ERPNext.com
+
+If you like the feel and want to set it up for your own company, you can take a 30 day free trial (no credit card details required) at ERPNext.com
+
+ERPNext.com is managed by the organization (Web Notes) that publishes ERPNext. You can do a trial run with your own account by [signing up on the website](https://erpnext.com/pricing-and-signup).
+
+You can also decide to host your application at ERPNext.com by buying the hosting plans. This way you support the organization that develops and improves ERPNext. You also get one-to-one functional (usage) support with the hosting plans.
+
+### 3. Download a Virtual Machine
+
+To avoid the trouble of installing an instance, ERPNext is available as a Virtual Image (a full loaded operating system with ERPNext installed). You can use this on **any** platform including Microsoft Windows.
+
+[Click here to see instructions on how to use the Virtual Image](docs.download.html)
+
+### 4. Install ERPNext on your Unix/Linux/Mac machine
+
+ERPNext is reasonably easy to install on a Unix like operating system and requires:
+
+1. MySQL database
+1. Apache Web Server
+1. Python
+1. Memcached
+
+to be installed.
+
+[More instructions on this page](docs.dev.install.html).