diff --git a/erpnext/docs/assets/img/crm/make-sq-from-opportunity.png b/erpnext/docs/assets/img/crm/make-sq-from-opportunity.png new file mode 100644 index 00000000000..9d410274d05 Binary files /dev/null and b/erpnext/docs/assets/img/crm/make-sq-from-opportunity.png differ diff --git a/erpnext/docs/assets/img/crm/requirement-gathering.png b/erpnext/docs/assets/img/crm/requirement-gathering.png new file mode 100644 index 00000000000..cd631d62a13 Binary files /dev/null and b/erpnext/docs/assets/img/crm/requirement-gathering.png differ diff --git a/erpnext/docs/assets/img/manufacturing/PO-FG-update.png b/erpnext/docs/assets/img/manufacturing/PO-FG-update.png index b07a7cf2012..97ce265bb38 100644 Binary files a/erpnext/docs/assets/img/manufacturing/PO-FG-update.png and b/erpnext/docs/assets/img/manufacturing/PO-FG-update.png differ diff --git a/erpnext/docs/assets/img/manufacturing/PO-material-transfer-qty.png b/erpnext/docs/assets/img/manufacturing/PO-material-transfer-qty.png index e8dea02de84..6191e137f8b 100644 Binary files a/erpnext/docs/assets/img/manufacturing/PO-material-transfer-qty.png and b/erpnext/docs/assets/img/manufacturing/PO-material-transfer-qty.png differ diff --git a/erpnext/docs/assets/img/manufacturing/PO-material-transfer-updated.png b/erpnext/docs/assets/img/manufacturing/PO-material-transfer-updated.png index 5c20ff8a80f..0cd0bd16997 100644 Binary files a/erpnext/docs/assets/img/manufacturing/PO-material-transfer-updated.png and b/erpnext/docs/assets/img/manufacturing/PO-material-transfer-updated.png differ diff --git a/erpnext/docs/assets/img/manufacturing/PO-material-transfer.png b/erpnext/docs/assets/img/manufacturing/PO-material-transfer.png index dbdc3032511..c3236281712 100644 Binary files a/erpnext/docs/assets/img/manufacturing/PO-material-transfer.png and b/erpnext/docs/assets/img/manufacturing/PO-material-transfer.png differ diff --git a/erpnext/docs/assets/img/manufacturing/PO-operations-make-ts.png b/erpnext/docs/assets/img/manufacturing/PO-operations-make-ts.png new file mode 100644 index 00000000000..07b517010f8 Binary files /dev/null and b/erpnext/docs/assets/img/manufacturing/PO-operations-make-ts.png differ diff --git a/erpnext/docs/assets/img/manufacturing/PO-operations.png b/erpnext/docs/assets/img/manufacturing/PO-operations.png index 6916891d5b6..4b091ce6a7f 100644 Binary files a/erpnext/docs/assets/img/manufacturing/PO-operations.png and b/erpnext/docs/assets/img/manufacturing/PO-operations.png differ diff --git a/erpnext/docs/assets/img/manufacturing/PO-stop.png b/erpnext/docs/assets/img/manufacturing/PO-stop.png index c486a68cbda..0c82573b40c 100644 Binary files a/erpnext/docs/assets/img/manufacturing/PO-stop.png and b/erpnext/docs/assets/img/manufacturing/PO-stop.png differ diff --git a/erpnext/docs/assets/img/manufacturing/manufacturing-flow.png b/erpnext/docs/assets/img/manufacturing/manufacturing-flow.png new file mode 100644 index 00000000000..4701ad0713f Binary files /dev/null and b/erpnext/docs/assets/img/manufacturing/manufacturing-flow.png differ diff --git a/erpnext/docs/assets/img/manufacturing/production-order.png b/erpnext/docs/assets/img/manufacturing/production-order.png index d1e79668738..fb552f3970f 100644 Binary files a/erpnext/docs/assets/img/manufacturing/production-order.png and b/erpnext/docs/assets/img/manufacturing/production-order.png differ diff --git a/erpnext/docs/user/manual/en/CRM/opportunity.md b/erpnext/docs/user/manual/en/CRM/opportunity.md index 9f44fdf04fe..9248fb205aa 100644 --- a/erpnext/docs/user/manual/en/CRM/opportunity.md +++ b/erpnext/docs/user/manual/en/CRM/opportunity.md @@ -1,5 +1,5 @@ When you know a Lead is looking for some products or services to buy, you can -track that as an Opportunity. +track that as an Opportunity. Also opportunity document helps user to collect the requirement of a customer/lead. You can create an Opportunity from: @@ -17,11 +17,21 @@ You can also open a “Open” Lead and click on “Create Opportunity” button Opportunity +#### Figure 3: Create Opportunity for Customer to Collect their Requirement + +Opportunity + + An Opportunity can also come from an existing Customer. You can create multiple Opportunities against the same Lead. In Opportunity, apart from the Communication, you can also add the Items for which the Lead or Contact is looking for. +#### Make Supplier Quotation +In some business, user collect the rates from their supplier against the customer requirement and based on the supplier rates they prepare the quotation for the customer. In ERPNext user get an option to make supplier quotation from the opportunity. + +Opportunity + > 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 much business you are going to get in the future. Its always a good idea to be diff --git a/erpnext/docs/user/manual/en/manufacturing/production-order.md b/erpnext/docs/user/manual/en/manufacturing/production-order.md index 1720db9be15..2f0fef34d26 100644 --- a/erpnext/docs/user/manual/en/manufacturing/production-order.md +++ b/erpnext/docs/user/manual/en/manufacturing/production-order.md @@ -1,3 +1,4 @@ +Production Order Production Order (also called as Work Order) is a document that is given to the manufacturing shop floor by the Production Planner as a signal to produce a certain quantity of a certain Item. Production Order also helps to generate @@ -45,7 +46,7 @@ by: * Once you have submitted your Production Order, you need to Transfer the Raw Materials to initiate the Manufacturing Process. * This will create a Stock Entry with all the Items required to complete this Production Order to be added to the WIP Warehouse. (this will add sub-Items with BOM as one Item or explode their children based on your setting above). -* Click on 'Transfer Materials for Manufacturing'. +* Click on 'Start'. Transfer Materials @@ -63,18 +64,18 @@ by: ### Making Time Logs -* Progress in the Production Order can be tracked using [Time Log]({{docs_base_url}}/user/manual/en/projects/time-log.html) -* Time Logs are created against Production Order Operations. -* Drafts of Time Logs are also created based on the scheduled operations when an Production Order is Submitted. -* To create more Time Logs against an operation select 'Make TIme Log' in the respective operation. +* Progress in the Production Order can be tracked using [Timesheet]({{docs_base_url}}/user/manual/en/projects/timesheet/timesheet-against-production-order.html) +* Timesheet's time slots are created against Production Order Operations. +* Drafts of Timesheet is created based on the scheduled operations when an Production Order is Submitted. +* To create more Timesheet against an operation click 'Make Timesheet' button. -Make TL against PO +Make timesheet against PO ###Updating Finished Goods * Once you are done with the Production Order you need to update the Finished Goods. * This will create a Stock Entry that will deduct all the sub-Items from the WIP Warehouse and add them to the Finished Goods Warehouse. -* Click on 'Update Finished Goods'. +* Click on 'Finish'. Update Finished Goods