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Website Setup	https://docs.erpnext.com/docs/user/manual/en/website	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Website Setup</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>Setting up a website in ERPNext involves a seamless process to establish an online presence for your businesses. There is a user-friendly Website module that allows users to create, customize, and manage their websites with ease.</p><p>Users can start by selecting a theme from a range of pre-designed templates or create a custom design using ERPNext's built-in tools. The Website module provides intuitive drag-and-drop functionality for adding and arranging elements such as text, images, videos, forms, and interactive components.</p><ul><li><p><a href="docs/user/manual/en/website-theme" rel="noopener noreferrer nofollow" target="_blank">Website Theme</a></p></li><li><p><a href="docs/user/manual/en/website-home-page" rel="noopener noreferrer nofollow" target="_blank">Home Page</a></p><p><br class="ProseMirror-trailingBreak"></p></li></ul></div> </div> <input value="4d5d484f30" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Website Setup</h5> <span class="small text-muted revision-time">pushkar edited 2 weeks ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p>Setting up a website in ERPNext involves a seamless process to establish an online presence for your businesses. There is a user-friendly Website module that allows users to create, customize, and manage their websites with ease. </p><p>Users can start by selecting a theme from a range of pre-designed templates or create a custom design using ERPNext's built-in tools. The Website module provides intuitive drag-and-drop functionality for adding and arranging elements such as text, images, videos, forms, and interactive components.</p><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/website-theme">Website Theme</a></p><p><br class="ProseMirror-trailingBreak"></p></li></ul></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/website" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>	Website Setup Setting up a website in ERPNext involves a seamless process to establish an online presence for your businesses. There is a user-friendly Website module that allows users to create, customize, and manage their websites with ease. Users can start by selecting a theme from a range of pre-designed templates or create a custom design using ERPNext's built-in tools. The Website module provides intuitive drag-and-drop functionality for adding and arranging elements such as text, images, videos, forms, and interactive components. Website Theme Home Page	# Website Setup Edit Page New Page Revisions Page Settings Setting up a website in ERPNext involves a seamless process to establish an online presence for your businesses. There is a user-friendly Website module that allows users to create, customize, and manage their websites with ease. Users can start by selecting a theme from a range of pre-designed templates or create a custom design using ERPNext's built-in tools. The Website module provides intuitive drag-and-drop functionality for adding and arranging elements such as text, images, videos, forms, and interactive components. * [Website Theme](docs/user/manual/en/website-theme) * [Home Page](docs/user/manual/en/website-home-page) ##### Website Setup pushkar edited 2 weeks ago × Setting up a website in ERPNext involves a seamless process to establish an online presence for your businesses. There is a user-friendly Website module that allows users to create, customize, and manage their websites with ease. Users can start by selecting a theme from a range of pre-designed templates or create a custom design using ERPNext's built-in tools. The Website module provides intuitive drag-and-drop functionality for adding and arranging elements such as text, images, videos, forms, and interactive components. * [Website Theme](docs/user/manual/en/website-theme) Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update
Website Components	https://docs.erpnext.com/docs/user/manual/en/website-components	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Website Components</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>ERPNext offers a diverse set of website components that cater to various needs, including webpage elements like web forms, sidebars, and slideshows.</p><p>Web forms in ERPNext allow businesses to gather customer data efficiently through customisable forms embedded directly on web pages. Sidebars provide a convenient space on web pages to display navigational links, social media feeds, or promotional content, improving user experience and engagement. Slideshows are dynamic components that showcase images or promotions in a visually appealing manner, grabbing visitors' attention and conveying key messages effectively.</p><p>By leveraging these website components in ERPNext, businesses can create interactive, user-friendly web experiences that drive engagement and support their digital marketing strategies.</p><ul><li><p><a href="docs/user/manual/en/web-page" rel="noopener noreferrer nofollow" target="_blank">Web Page</a></p></li><li><p><a href="docs/user/manual/en/web-page-builder" rel="noopener noreferrer nofollow" target="_blank">Web Page Builder</a></p></li><li><p><a href="docs/user/manual/en/web-form" rel="noopener noreferrer nofollow" target="_blank">Web Form</a></p></li><li><p><a href="docs/user/manual/en/website-route-meta" rel="noopener noreferrer nofollow" target="_blank">Website Route Meta</a></p></li></ul></div> </div> <input value="hqd8ndl3go" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Website Components</h5> <span class="small text-muted revision-time">pushkar edited 2 weeks ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p>ERPNext offers a diverse set of website components that cater to various needs, including webpage elements like web forms, sidebars, and slideshows.</p><p>Web forms in ERPNext allow businesses to gather customer data efficiently through customisable forms embedded directly on web pages. Sidebars provide a convenient space on web pages to display navigational links, social media feeds, or promotional content, improving user experience and engagement. Slideshows are dynamic components that showcase images or promotions in a visually appealing manner, grabbing visitors' attention and conveying key messages effectively.</p><p>By leveraging these website components in ERPNext, businesses can create interactive, user-friendly web experiences that drive engagement and support their digital marketing strategies.</p><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/web-page">Web Page</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/web-page-builder">Web Page Builder</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/web-form">Web Form</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/website-route-meta">Website Route Meta</a></p></li></ul></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/website-components" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>	Website Components ERPNext offers a diverse set of website components that cater to various needs, including webpage elements like web forms, sidebars, and slideshows. Web forms in ERPNext allow businesses to gather customer data efficiently through customisable forms embedded directly on web pages. Sidebars provide a convenient space on web pages to display navigational links, social media feeds, or promotional content, improving user experience and engagement. Slideshows are dynamic components that showcase images or promotions in a visually appealing manner, grabbing visitors' attention and conveying key messages effectively. By leveraging these website components in ERPNext, businesses can create interactive, user-friendly web experiences that drive engagement and support their digital marketing strategies. Web Page Web Page Builder Web Form Website Route Meta	# Website Components Edit Page New Page Revisions Page Settings ERPNext offers a diverse set of website components that cater to various needs, including webpage elements like web forms, sidebars, and slideshows. Web forms in ERPNext allow businesses to gather customer data efficiently through customisable forms embedded directly on web pages. Sidebars provide a convenient space on web pages to display navigational links, social media feeds, or promotional content, improving user experience and engagement. Slideshows are dynamic components that showcase images or promotions in a visually appealing manner, grabbing visitors' attention and conveying key messages effectively. By leveraging these website components in ERPNext, businesses can create interactive, user-friendly web experiences that drive engagement and support their digital marketing strategies. * [Web Page](docs/user/manual/en/web-page) * [Web Page Builder](docs/user/manual/en/web-page-builder) * [Web Form](docs/user/manual/en/web-form) * [Website Route Meta](docs/user/manual/en/website-route-meta) ##### Website Components pushkar edited 2 weeks ago × ERPNext offers a diverse set of website components that cater to various needs, including webpage elements like web forms, sidebars, and slideshows. Web forms in ERPNext allow businesses to gather customer data efficiently through customisable forms embedded directly on web pages. Sidebars provide a convenient space on web pages to display navigational links, social media feeds, or promotional content, improving user experience and engagement. Slideshows are dynamic components that showcase images or promotions in a visually appealing manner, grabbing visitors' attention and conveying key messages effectively. By leveraging these website components in ERPNext, businesses can create interactive, user-friendly web experiences that drive engagement and support their digital marketing strategies. * [Web Page](docs/user/manual/en/web-page) * [Web Page Builder](docs/user/manual/en/web-page-builder) * [Web Form](docs/user/manual/en/web-form) * [Website Route Meta](docs/user/manual/en/website-route-meta) Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update
Blogs	https://docs.erpnext.com/docs/user/manual/en/blogs	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Blogs</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>Blogs in ERPNext provide a powerful platform for businesses to engage with their audience and share valuable insights to keep the audience informed about valuable updates. By publishing blogs in ERPNext, the users can easily create and publish content such as articles, news updates, tutorials, and case studies. The platform provides customisable templates and formatting options to enhance the visual appeal of blog posts and improve readability.</p><ul><li><p>Blog Category</p></li><li><p><a href="docs/user/manual/en/blog-post" rel="noopener noreferrer nofollow" target="_blank">Blog Post</a></p></li><li><p><a href="docs/v14/user/manual/de/website/blogger" rel="noopener noreferrer nofollow" target="_blank">Blogger</a></p></li></ul></div> </div> <input value="hv1pu99ok5" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Blogs</h5> <span class="small text-muted revision-time">pushkar edited 2 weeks ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <h3>No Revisions</h3> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/blogs" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>	Blogs Blogs in ERPNext provide a powerful platform for businesses to engage with their audience and share valuable insights to keep the audience informed about valuable updates. By publishing blogs in ERPNext, the users can easily create and publish content such as articles, news updates, tutorials, and case studies. The platform provides customisable templates and formatting options to enhance the visual appeal of blog posts and improve readability. Blog Category Blog Post Blogger	# Blogs Edit Page New Page Revisions Page Settings Blogs in ERPNext provide a powerful platform for businesses to engage with their audience and share valuable insights to keep the audience informed about valuable updates. By publishing blogs in ERPNext, the users can easily create and publish content such as articles, news updates, tutorials, and case studies. The platform provides customisable templates and formatting options to enhance the visual appeal of blog posts and improve readability. * Blog Category * [Blog Post](docs/user/manual/en/blog-post) * [Blogger](docs/v14/user/manual/de/website/blogger) ##### Blogs pushkar edited 2 weeks ago × ### No Revisions Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update
Website Settings	https://docs.erpnext.com/docs/user/manual/en/website-settings	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Website Settings </h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <p>Website related settings like landing page and website wide theme can be configured here.</p> <p>To access Website Settings, go to:</p> <blockquote> <p>Home > Website > Setup > Website Settings</p> </blockquote> <h2 id="1-landing-page">1. Landing Page</h2> <p>Configure the default landing page of your website by setting the <strong>Home Page</strong> field to the route of that page. You can put any route here including standard routes like <code>home</code>, <code>about</code>, <code>contact</code>, <code>login</code>, <code>all-products</code>, and <code>blog</code>.</p> <p>You can also set a <a href="/docs/v13/user/manual/en/website/web-page">Web Page</a> as the landing page.</p> <p>If you want to use the ERPNext <a href="/docs/v13/user/manual/en/website/homepage">Homepage</a>, you must set it as <code>home</code>.</p> <p><img src="/files/website-settings-landing-page.png" alt="Website Settings - Landing Page" class="screenshot"> <em>Website Settings - Landing Page</em></p> <p>You can also set the <strong>Title Prefix</strong> here. It will be appended to the browser title on every page. You can put your company name here.</p> <h2 id="2-website-theme">2. Website Theme</h2> <p>Create a personalized theme for your Website and set it here. Learn more about configuring Website Theme <a href="/docs/v13/user/manual/en/website/website-theme">here</a>.</p> <h2 id="3-brand">3. Brand</h2> <h3 id="31-brand-logo">3.1 Brand Logo</h3> <p>You can set the brand logo for your website in this section. Upload the Brand Image first and then click on "Set Banner from Image" button. It will generate a Banner HTML with your uploaded logo.</p> <p><img src="/files/website-settings-banner-image.png" alt="Website Settings - Banner Image" class="screenshot"> <em>Website Settings - Banner Image</em></p> <h3 id="32-favicon">3.2 Favicon</h3> <p>You can also set the favicon of your website in this section. It appears on the left side of the browser tab.</p> <p><img src="/files/website-settings-favicon.png" alt="Website Settings - Favicon" class="screenshot"> <em>Website Settings - Favicon</em></p> <p>View your website by clicking on <strong>View Website</strong> in the action bar on top right.</p> <p><img src="/files/website-brand-and-favicon.png" alt="Website with Brand and Favicon" class="screenshot"> <em>Website with Brand and Favicon</em></p> <h2 id="4-top-bar">4. Top Bar</h2> <p>You can customize the menu items in the navbar of your website from the <strong>Top Bar</strong> section.</p> <p><img src="/files/website-settings-top-bar.png" alt="Website Setting - Top Bar" class="screenshot"> <em>Website Setting - Top Bar</em></p> <p><img src="/files/website-navbar-items.png" alt="Website Navbar Items" class="screenshot"> <em>Website Navbar Items</em></p> <h2 id="5-banner">5. Banner</h2> <p>You can add a persistent banner to your website which will be shown above the navbar on all web pages. You can write any valid Bootstrap 4 markup here.</p> <p><img src="/files/website-settings-banner.png" alt="Website Settings - Banner" class="screenshot"> <em>Website Settings - Banner</em></p> <p><img src="/files/website-banner.png" alt="Website Banner" class="screenshot"> <em>Website Banner</em></p> <h2 id="6-footer">6. Footer</h2> <p>You can add address information and categorized links to your footer in the <strong>Footer</strong> section.</p> <p><img src="/files/website-settings-footer-address.png" alt="Website Settings - Footer Address" class="screenshot"> <em>Website Settings - Footer Address</em></p> <p><img src="/files/website-settings-footer-links.png" alt="Website Settings - Footer Links" class="screenshot"> <em>Website Settings - Footer Links</em></p> <p><img src="/files/website-footer.png" alt="Website Footer" class="screenshot"> <em>Website Footer</em></p> <h4 id="configuring-powered-by-section">Configuring "Powered by" Section</h4> <p>You can configure Powered by section by editing "Footer Powered By"</p> <h2 id="7-google-integrations">7. Google Integrations</h2> <h3 id="71-google-indexing">7.1 Google Indexing</h3> <h4 id="how-to-set-up-automated-google-indexing">How to set up automated Google Indexing</h4> <p>In order to allow ERPNext to request Google crawlers to index a web page, you need to authorize ERPNext to send a request whenever the user requests the data. Google Drive Integration is set up with the following steps:</p> <ul> <li><p>Create OAuth 2.0 Credentials via <a href="/docs/v13/user/manual/en/erpnext_integration/google_settings">Google Settings</a></p></li> <li><p>Enable indexing in the Website Settings</p></li> <li><p>Now click on <strong>Authorize API Indexing Access</strong> to authorize ERPNext to send a publish request.</p></li> <li><p>Once Authorized, an indexing request is automatically sent on creation/update/trash of any new blog post or web pages created via the user.</p></li> </ul> <p><img src="/files/website-settings-integrations.png" alt="Google Integrations" class="screenshot"> <em>Google Integrations</em></p> <h3 id="72-google-analytics">7.2 Google Analytics</h3> <p>You can enable Google Analytics on your website. Just get your <a href="https://support.google.com/analytics/answer/1008080?hl=en">Google Analytics ID</a> from your Google Console and set it here.</p> <p>By default, Google Analytics will collect the full IP address of your website visitors. By checking "Google Analytics Anonymize IP", ERPNext will instruct Google Analytics to anonymize the IP address before it is sent to Google servers. You can find out more about the effect of this setting in <a href="https://support.google.com/analytics/answer/2763052">Google's documentation</a>.</p> <h2 id="8-html-header">8. HTML Header</h2> <p>You can use this section to set meta tags across all of your web pages. A common use case is to add Google site verification tags.</p> <p><img src="/files/website-settings-header.png" alt="Website Settings - Header" class="screenshot"> <em>Website Settings - Header</em></p> <h2 id="9-robots">9. Robots</h2> <p>You can define <code>robots.txt</code> rules in this section. This information is used by web crawlers to decide which pages to index and which to skip.</p> <p><img src="/files/website-settings-robots-txt.png" alt="Website Settings - Robots" class="screenshot"> <em>Website Settings - Robots</em></p> <blockquote> <p>Learn more about <code>robots.txt</code> at <a href="https://moz.com/learn/seo/robotstxt">Moz - Robots.txt</a></p> </blockquote> <h2 id="10-redirects">10. Redirects</h2> <p>You can define a mapping of route redirects here. The mappings in the following screenshot makes sure that if a user visits <code>https://apple.erpnext.com/iphone</code>, they will be redirected to <code>https://apple.erpnext.com/products/iphone</code>.</p> <p>ERPNext will raise a <code>301 Permanent Redirect</code> response for these routes.</p> <p><img src="/files/website-settings-route-redirects.png" alt="Website Settings - Routes Redirects" class="screenshot"> <em>Website Settings - Routes Redirects</em></p> <blockquote> <p>If you are migrating your existing website to ERPNext based website, you can map your old routes to new ones here and these redirects will be picked up by Google and will help you maintain your SEO rankings.</p> </blockquote> <h2 id="11-chat">11. Chat</h2> <p>You can enable website visitor chat on your website in the Chat section. The chat widget will be shown between <strong>From</strong> time and <strong>To</strong> time. You can also set <strong>Chat Operators</strong> (Users) who will get notified when a visitor sends a message.</p> <blockquote> <p>Chat is an experimental feature.</p> </blockquote> </div> <input value="75d02a7804" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Website Settings </h5> <span class="small text-muted revision-time">rushabh_mehta edited 2 years ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <p>Website related settings like landing page and website wide theme can be configured here.</p> <p>To access Website Settings, go to:</p> <blockquote> <p>Home > Website > Setup > Website Settings</p> </blockquote> <h2 id="1-landing-page">1. Landing Page</h2> <p>Configure the default landing page of your website by setting the <strong>Home Page</strong> field to the route of that page. You can put any route here including standard routes like <code>home</code>, <code>about</code>, <code>contact</code>, <code>login</code>, <code>all-products</code>, and <code>blog</code>.</p> <p>You can also set a <a href="/docs/v13/user/manual/en/website/web-page">Web Page</a> as the landing page.</p> <p>If you want to use the ERPNext <a href="/docs/v13/user/manual/en/website/homepage">Homepage</a>, you must set it as <code>home</code>.</p> <p><img src="/files/website-settings-landing-page.png" alt="Website Settings - Landing Page" class="screenshot"> <em>Website Settings - Landing Page</em></p> <p>You can also set the <strong>Title Prefix</strong> here. It will be appended to the browser title on every page. You can put your company name here.</p> <h2 id="2-website-theme">2. Website Theme</h2> <p>Create a personalized theme for your Website and set it here. Learn more about configuring Website Theme <a href="/docs/v13/user/manual/en/website/website-theme">here</a>.</p> <h2 id="3-brand">3. Brand</h2> <h3 id="31-brand-logo">3.1 Brand Logo</h3> <p>You can set the brand logo for your website in this section. Upload the Brand Image first and then click on "Set Banner from Image" button. It will generate a Banner HTML with your uploaded logo.</p> <p><img src="/files/website-settings-banner-image.png" alt="Website Settings - Banner Image" class="screenshot"> <em>Website Settings - Banner Image</em></p> <h3 id="32-favicon">3.2 Favicon</h3> <p>You can also set the favicon of your website in this section. It appears on the left side of the browser tab.</p> <p><img src="/files/website-settings-favicon.png" alt="Website Settings - Favicon" class="screenshot"> <em>Website Settings - Favicon</em></p> <p>View your website by clicking on <strong>View Website</strong> in the action bar on top right.</p> <p><img src="/files/website-brand-and-favicon.png" alt="Website with Brand and Favicon" class="screenshot"> <em>Website with Brand and Favicon</em></p> <h2 id="4-top-bar">4. Top Bar</h2> <p>You can customize the menu items in the navbar of your website from the <strong>Top Bar</strong> section.</p> <p><img src="/files/website-settings-top-bar.png" alt="Website Setting - Top Bar" class="screenshot"> <em>Website Setting - Top Bar</em></p> <p><img src="/files/website-navbar-items.png" alt="Website Navbar Items" class="screenshot"> <em>Website Navbar Items</em></p> <h2 id="5-banner">5. Banner</h2> <p>You can add a persistent banner to your website which will be shown above the navbar on all web pages. You can write any valid Bootstrap 4 markup here.</p> <p><img src="/files/website-settings-banner.png" alt="Website Settings - Banner" class="screenshot"> <em>Website Settings - Banner</em></p> <p><img src="/files/website-banner.png" alt="Website Banner" class="screenshot"> <em>Website Banner</em></p> <h2 id="6-footer">6. Footer</h2> <p>You can add address information and categorized links to your footer in the <strong>Footer</strong> section.</p> <p><img src="/files/website-settings-footer-address.png" alt="Website Settings - Footer Address" class="screenshot"> <em>Website Settings - Footer Address</em></p> <p><img src="/files/website-settings-footer-links.png" alt="Website Settings - Footer Links" class="screenshot"> <em>Website Settings - Footer Links</em></p> <p><img src="/files/website-footer.png" alt="Website Footer" class="screenshot"> <em>Website Footer</em></p> <h2 id="7-google-integrations">7. Google Integrations</h2> <h3 id="71-google-indexing">7.1 Google Indexing</h3> <h4 id="how-to-set-up-automated-google-indexing">How to set up automated Google Indexing</h4> <p>In order to allow ERPNext to request Google crawlers to index a web page, you need to authorize ERPNext to send a request whenever the user requests the data. Google Drive Integration is set up with the following steps:</p> <ul> <li><p>Create OAuth 2.0 Credentials via <a href="/docs/v13/user/manual/en/erpnext_integration/google_settings">Google Settings</a></p></li> <li><p>Enable indexing in the Website Settings</p></li> <li><p>Now click on <strong>Authorize API Indexing Access</strong> to authorize ERPNext to send a publish request.</p></li> <li><p>Once Authorized, an indexing request is automatically sent on creation/update/trash of any new blog post or web pages created via the user.</p></li> </ul> <p><img src="/files/website-settings-integrations.png" alt="Google Integrations" class="screenshot"> <em>Google Integrations</em></p> <h3 id="72-google-analytics">7.2 Google Analytics</h3> <p>You can enable Google Analytics on your website. Just get your <a href="https://support.google.com/analytics/answer/1008080?hl=en">Google Analytics ID</a> from your Google Console and set it here.</p> <p>By default, Google Analytics will collect the full IP address of your website visitors. By checking "Google Analytics Anonymize IP", ERPNext will instruct Google Analytics to anonymize the IP address before it is sent to Google servers. You can find out more about the effect of this setting in <a href="https://support.google.com/analytics/answer/2763052">Google's documentation</a>.</p> <h2 id="8-html-header">8. HTML Header</h2> <p>You can use this section to set meta tags across all of your web pages. A common use case is to add Google site verification tags.</p> <p><img src="/files/website-settings-header.png" alt="Website Settings - Header" class="screenshot"> <em>Website Settings - Header</em></p> <h2 id="9-robots">9. Robots</h2> <p>You can define <code>robots.txt</code> rules in this section. This information is used by web crawlers to decide which pages to index and which to skip.</p> <p><img src="/files/website-settings-robots-txt.png" alt="Website Settings - Robots" class="screenshot"> <em>Website Settings - Robots</em></p> <blockquote> <p>Learn more about <code>robots.txt</code> at <a href="https://moz.com/learn/seo/robotstxt">Moz - Robots.txt</a></p> </blockquote> <h2 id="10-redirects">10. Redirects</h2> <p>You can define a mapping of route redirects here. The mappings in the following screenshot makes sure that if a user visits <code>https://apple.erpnext.com/iphone</code>, they will be redirected to <code>https://apple.erpnext.com/products/iphone</code>.</p> <p>ERPNext will raise a <code>301 Permanent Redirect</code> response for these routes.</p> <p><img src="/files/website-settings-route-redirects.png" alt="Website Settings - Routes Redirects" class="screenshot"> <em>Website Settings - Routes Redirects</em></p> <blockquote> <p>If you are migrating your existing website to ERPNext based website, you can map your old routes to new ones here and these redirects will be picked up by Google and will help you maintain your SEO rankings.</p> </blockquote> <h2 id="11-chat">11. Chat</h2> <p>You can enable website visitor chat on your website in the Chat section. The chat widget will be shown between <strong>From</strong> time and <strong>To</strong> time. You can also set <strong>Chat Operators</strong> (Users) who will get notified when a visitor sends a message.</p> <blockquote> <p>Chat is an experimental feature.</p> </blockquote> <p>{next}</p> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/website-settings" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>	Website Settings Website related settings like landing page and website wide theme can be configured here. To access Website Settings, go to: Home > Website > Setup > Website Settings 1. Landing Page Configure the default landing page of your website by setting the Home Page field to the route of that page. You can put any route here including standard routes like home, about, contact, login, all-products, and blog. You can also set a Web Page as the landing page. If you want to use the ERPNext Homepage, you must set it as home. Website Settings - Landing Page You can also set the Title Prefix here. It will be appended to the browser title on every page. You can put your company name here. 2. Website Theme Create a personalized theme for your Website and set it here. Learn more about configuring Website Theme here. 3. Brand 3.1 Brand Logo You can set the brand logo for your website in this section. Upload the Brand Image first and then click on "Set Banner from Image" button. It will generate a Banner HTML with your uploaded logo. Website Settings - Banner Image 3.2 Favicon You can also set the favicon of your website in this section. It appears on the left side of the browser tab. Website Settings - Favicon View your website by clicking on View Website in the action bar on top right. Website with Brand and Favicon 4. Top Bar You can customize the menu items in the navbar of your website from the Top Bar section. Website Setting - Top Bar Website Navbar Items 5. Banner You can add a persistent banner to your website which will be shown above the navbar on all web pages. You can write any valid Bootstrap 4 markup here. Website Settings - Banner Website Banner 6. Footer You can add address information and categorized links to your footer in the Footer section. Website Settings - Footer Address Website Settings - Footer Links Website Footer Configuring "Powered by" Section You can configure Powered by section by editing "Footer Powered By" 7. Google Integrations 7.1 Google Indexing How to set up automated Google Indexing In order to allow ERPNext to request Google crawlers to index a web page, you need to authorize ERPNext to send a request whenever the user requests the data. Google Drive Integration is set up with the following steps: Create OAuth 2.0 Credentials via Google Settings Enable indexing in the Website Settings Now click on Authorize API Indexing Access to authorize ERPNext to send a publish request. Once Authorized, an indexing request is automatically sent on creation/update/trash of any new blog post or web pages created via the user. Google Integrations 7.2 Google Analytics You can enable Google Analytics on your website. Just get your Google Analytics ID from your Google Console and set it here. By default, Google Analytics will collect the full IP address of your website visitors. By checking "Google Analytics Anonymize IP", ERPNext will instruct Google Analytics to anonymize the IP address before it is sent to Google servers. You can find out more about the effect of this setting in Google's documentation. 8. HTML Header You can use this section to set meta tags across all of your web pages. A common use case is to add Google site verification tags. Website Settings - Header 9. Robots You can define robots.txt rules in this section. This information is used by web crawlers to decide which pages to index and which to skip. Website Settings - Robots Learn more about robots.txt at Moz - Robots.txt 10. Redirects You can define a mapping of route redirects here. The mappings in the following screenshot makes sure that if a user visits https://apple.erpnext.com/iphone, they will be redirected to https://apple.erpnext.com/products/iphone. ERPNext will raise a 301 Permanent Redirect response for these routes. Website Settings - Routes Redirects If you are migrating your existing website to ERPNext based website, you can map your old routes to new ones here and these redirects will be picked up by Google and will help you maintain your SEO rankings. 11. Chat You can enable website visitor chat on your website in the Chat section. The chat widget will be shown between From time and To time. You can also set Chat Operators (Users) who will get notified when a visitor sends a message. Chat is an experimental feature.	# Website Settings Edit Page New Page Revisions Page Settings Website related settings like landing page and website wide theme can be configured here. To access Website Settings, go to: > Home > Website > Setup > Website Settings ## 1\. Landing Page Configure the default landing page of your website by setting the Home Page field to the route of that page. You can put any route here including standard routes like `home`, `about`, `contact`, `login`, `all-products`, and `blog`. You can also set a [Web Page](/docs/v13/user/manual/en/website/web-page) as the landing page. If you want to use the ERPNext [Homepage](/docs/v13/user/manual/en/website/homepage), you must set it as `home`. ![Website Settings - Landing Page](/files/website-settings-landing-page.png) _Website Settings - Landing Page_ You can also set the Title Prefix here. It will be appended to the browser title on every page. You can put your company name here. ## 2\. Website Theme Create a personalized theme for your Website and set it here. Learn more about configuring Website Theme [here](/docs/v13/user/manual/en/website/website- theme). ## 3\. Brand ### 3.1 Brand Logo You can set the brand logo for your website in this section. Upload the Brand Image first and then click on "Set Banner from Image" button. It will generate a Banner HTML with your uploaded logo. ![Website Settings - Banner Image](/files/website-settings-banner-image.png) _Website Settings - Banner Image_ ### 3.2 Favicon You can also set the favicon of your website in this section. It appears on the left side of the browser tab. ![Website Settings - Favicon](/files/website-settings-favicon.png) _Website Settings - Favicon_ View your website by clicking on View Website in the action bar on top right. ![Website with Brand and Favicon](/files/website-brand-and-favicon.png) _Website with Brand and Favicon_ ## 4\. Top Bar You can customize the menu items in the navbar of your website from the Top Bar section. ![Website Setting - Top Bar](/files/website-settings-top-bar.png) _Website Setting - Top Bar_ ![Website Navbar Items](/files/website-navbar-items.png) _Website Navbar Items_ ## 5\. Banner You can add a persistent banner to your website which will be shown above the navbar on all web pages. You can write any valid Bootstrap 4 markup here. ![Website Settings - Banner](/files/website-settings-banner.png) _Website Settings - Banner_ ![Website Banner](/files/website-banner.png) _Website Banner_ ## 6\. Footer You can add address information and categorized links to your footer in the Footer section. ![Website Settings - Footer Address](/files/website-settings-footer- address.png) _Website Settings - Footer Address_ ![Website Settings - Footer Links](/files/website-settings-footer-links.png) _Website Settings - Footer Links_ ![Website Footer](/files/website-footer.png) _Website Footer_ #### Configuring "Powered by" Section You can configure Powered by section by editing "Footer Powered By" ## 7\. Google Integrations ### 7.1 Google Indexing #### How to set up automated Google Indexing In order to allow ERPNext to request Google crawlers to index a web page, you need to authorize ERPNext to send a request whenever the user requests the data. Google Drive Integration is set up with the following steps: * Create OAuth 2.0 Credentials via [Google Settings](/docs/v13/user/manual/en/erpnext_integration/google_settings) * Enable indexing in the Website Settings * Now click on Authorize API Indexing Access to authorize ERPNext to send a publish request. * Once Authorized, an indexing request is automatically sent on creation/update/trash of any new blog post or web pages created via the user. ![Google Integrations](/files/website-settings-integrations.png) _Google Integrations_ ### 7.2 Google Analytics You can enable Google Analytics on your website. Just get your [Google Analytics ID](https://support.google.com/analytics/answer/1008080?hl=en) from your Google Console and set it here. By default, Google Analytics will collect the full IP address of your website visitors. By checking "Google Analytics Anonymize IP", ERPNext will instruct Google Analytics to anonymize the IP address before it is sent to Google servers. You can find out more about the effect of this setting in [Google's documentation](https://support.google.com/analytics/answer/2763052). ## 8\. HTML Header You can use this section to set meta tags across all of your web pages. A common use case is to add Google site verification tags. ![Website Settings - Header](/files/website-settings-header.png) _Website Settings - Header_ ## 9\. Robots You can define `robots.txt` rules in this section. This information is used by web crawlers to decide which pages to index and which to skip. ![Website Settings - Robots](/files/website-settings-robots-txt.png) _Website Settings - Robots_ > Learn more about `robots.txt` at [Moz - > Robots.txt](https://moz.com/learn/seo/robotstxt) ## 10\. Redirects You can define a mapping of route redirects here. The mappings in the following screenshot makes sure that if a user visits `https://apple.erpnext.com/iphone`, they will be redirected to `https://apple.erpnext.com/products/iphone`. ERPNext will raise a `301 Permanent Redirect` response for these routes. ![Website Settings - Routes Redirects](/files/website-settings-route- redirects.png) _Website Settings - Routes Redirects_ > If you are migrating your existing website to ERPNext based website, you can > map your old routes to new ones here and these redirects will be picked up > by Google and will help you maintain your SEO rankings. ## 11\. Chat You can enable website visitor chat on your website in the Chat section. The chat widget will be shown between From time and To time. You can also set Chat Operators (Users) who will get notified when a visitor sends a message. > Chat is an experimental feature. ##### Website Settings rushabh_mehta edited 2 years ago × Website related settings like landing page and website wide theme can be configured here. To access Website Settings, go to: > Home > Website > Setup > Website Settings ## 1\. Landing Page Configure the default landing page of your website by setting the Home Page field to the route of that page. You can put any route here including standard routes like `home`, `about`, `contact`, `login`, `all-products`, and `blog`. You can also set a [Web Page](/docs/v13/user/manual/en/website/web-page) as the landing page. If you want to use the ERPNext [Homepage](/docs/v13/user/manual/en/website/homepage), you must set it as `home`. ![Website Settings - Landing Page](/files/website-settings-landing-page.png) _Website Settings - Landing Page_ You can also set the Title Prefix here. It will be appended to the browser title on every page. You can put your company name here. ## 2\. Website Theme Create a personalized theme for your Website and set it here. Learn more about configuring Website Theme [here](/docs/v13/user/manual/en/website/website- theme). ## 3\. Brand ### 3.1 Brand Logo You can set the brand logo for your website in this section. Upload the Brand Image first and then click on "Set Banner from Image" button. It will generate a Banner HTML with your uploaded logo. ![Website Settings - Banner Image](/files/website-settings-banner-image.png) _Website Settings - Banner Image_ ### 3.2 Favicon You can also set the favicon of your website in this section. It appears on the left side of the browser tab. ![Website Settings - Favicon](/files/website-settings-favicon.png) _Website Settings - Favicon_ View your website by clicking on View Website in the action bar on top right. ![Website with Brand and Favicon](/files/website-brand-and-favicon.png) _Website with Brand and Favicon_ ## 4\. Top Bar You can customize the menu items in the navbar of your website from the Top Bar section. ![Website Setting - Top Bar](/files/website-settings-top-bar.png) _Website Setting - Top Bar_ ![Website Navbar Items](/files/website-navbar-items.png) _Website Navbar Items_ ## 5\. Banner You can add a persistent banner to your website which will be shown above the navbar on all web pages. You can write any valid Bootstrap 4 markup here. ![Website Settings - Banner](/files/website-settings-banner.png) _Website Settings - Banner_ ![Website Banner](/files/website-banner.png) _Website Banner_ ## 6\. Footer You can add address information and categorized links to your footer in the Footer section. ![Website Settings - Footer Address](/files/website-settings-footer- address.png) _Website Settings - Footer Address_ ![Website Settings - Footer Links](/files/website-settings-footer-links.png) _Website Settings - Footer Links_ ![Website Footer](/files/website-footer.png) _Website Footer_ ## 7\. Google Integrations ### 7.1 Google Indexing #### How to set up automated Google Indexing In order to allow ERPNext to request Google crawlers to index a web page, you need to authorize ERPNext to send a request whenever the user requests the data. Google Drive Integration is set up with the following steps: * Create OAuth 2.0 Credentials via [Google Settings](/docs/v13/user/manual/en/erpnext_integration/google_settings) * Enable indexing in the Website Settings * Now click on Authorize API Indexing Access to authorize ERPNext to send a publish request. * Once Authorized, an indexing request is automatically sent on creation/update/trash of any new blog post or web pages created via the user. ![Google Integrations](/files/website-settings-integrations.png) _Google Integrations_ ### 7.2 Google Analytics You can enable Google Analytics on your website. Just get your [Google Analytics ID](https://support.google.com/analytics/answer/1008080?hl=en) from your Google Console and set it here. By default, Google Analytics will collect the full IP address of your website visitors. By checking "Google Analytics Anonymize IP", ERPNext will instruct Google Analytics to anonymize the IP address before it is sent to Google servers. You can find out more about the effect of this setting in [Google's documentation](https://support.google.com/analytics/answer/2763052). ## 8\. HTML Header You can use this section to set meta tags across all of your web pages. A common use case is to add Google site verification tags. ![Website Settings - Header](/files/website-settings-header.png) _Website Settings - Header_ ## 9\. Robots You can define `robots.txt` rules in this section. This information is used by web crawlers to decide which pages to index and which to skip. ![Website Settings - Robots](/files/website-settings-robots-txt.png) _Website Settings - Robots_ > Learn more about `robots.txt` at [Moz - > Robots.txt](https://moz.com/learn/seo/robotstxt) ## 10\. Redirects You can define a mapping of route redirects here. The mappings in the following screenshot makes sure that if a user visits `https://apple.erpnext.com/iphone`, they will be redirected to `https://apple.erpnext.com/products/iphone`. ERPNext will raise a `301 Permanent Redirect` response for these routes. ![Website Settings - Routes Redirects](/files/website-settings-route- redirects.png) _Website Settings - Routes Redirects_ > If you are migrating your existing website to ERPNext based website, you can > map your old routes to new ones here and these redirects will be picked up > by Google and will help you maintain your SEO rankings. ## 11\. Chat You can enable website visitor chat on your website in the Chat section. The chat widget will be shown between From time and To time. You can also set Chat Operators (Users) who will get notified when a visitor sends a message. > Chat is an experimental feature. {next} Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update
To Do	https://docs.erpnext.com/docs/user/manual/en/to-do	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">To Do</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <p>ToDo is a list of activities that is to be done by a particular individual.</p> <p><strong>In ERPNext, a ToDo is a simple tool where you can define the activities to be done. The ToDo List will enlist all the activities assigned to you and by you.</strong></p> <p><img src="/files/using-to-do-1.png" alt="ToDo" class="screenshot"></p> <p>A ToDo also gets auto-created when any other Document is assigned to you. Checkout <a href="/docs/v13/user/manual/en/using-erpnext/articles/todo-auto-creation">ToDo Auto Creation</a></p> <p>To access ToDo, go to</p> <blockquote> <p>Home > Tools > ToDo</p> </blockquote> <h2 id="1-how-to-create-a-todo">1. How to create a ToDo</h2> <ol> <li>Go to the ToDo list, and click new.</li> <li>You will be redirected to a Quick Entry for ToDo, wherein you will be required to enter the description of the ToDo.</li> <li><p>Save.</p> <p><img src="/files/using-to-do-2.gif" alt="ToDo" class="screenshot"></p></li> </ol> <blockquote> <p>Note: While creating a ToDo using the Quick Entry, the ToDo by default gets assigned to the creator. To prevent the same, and assign it to other users, ensure that you edit the ToDo in Full Page.</p> </blockquote> <h3 id="todo-notification">ToDo Notification</h3> <p>Once a ToDo is created, the assigned user will get a notification for the ToDo.</p> <p><img src="/files/using-todo-notification.png" alt="ToDo" class="screenshot"></p> <h3 id="11-additional-options-while-creating-a-todo">1.1. Additional Options while creating a ToDo</h3> <ol> <li><strong>Status</strong>: You can define the status of the ToDo. While creation, the status of the ToDo would be 'Open' by default. The user can change it to 'Closed' when the assignment is completed.</li> <li><strong>Priority</strong>: You can define the Priority of this task as Low, Medium or High.</li> <li><strong>Color</strong>: You can choose to assign a color to each of your ToDos. E.g., a ToDo created as a weekly reminder for sending reports can be assigned the color Purple, whereas all the personal ToDos can be assigned the Color Yellow.</li> <li><strong>Due Date</strong>: You can add the Due Date to all the ToDos.</li> <li><p><strong>Allocated To</strong>: In cases where you are assigning a ToDo to another ERPNext User, you can do so here.</p> <p><img src="/files/using-to-do-3.png" alt="ToDo" class="screenshot"></p></li> </ol> <h3 id="12-references">1.2. References</h3> <p>Every Document in ERPNext has an option called 'Assign To' in the side-bar. Using this option, any Dcoument can be assigned to the user. The User would be assigned a ToDo simultaneously.</p> <ol> <li><strong>Reference Type</strong>: When a ToDo is created from another document, say a Task or an Issue, the Reference Document Type gets linked to the ToDo here. You can also choose to add a Reference Document Type manually.</li> <li><strong>Reference Name</strong>: On assignment via another DocType, the name of the Reference DocType also gets linked over here.</li> <li><p><strong>Assignment By</strong>: When you get assigned aa ToDo via another Document Type, the name of the person making the assignment also gets tagged.</p> <p><img src="/files/using-to-do-4.png" alt="ToDo" class="screenshot"></p></li> </ol> <h2 id="2-todo-statuses">2. ToDo Statuses</h2> <p>ToDo has 3 statuses, each describing the current state of a task.</p> <ul> <li><strong>Open</strong>: A ToDo by default is marked Open when it is created.</li> <li><strong>Closed</strong>: When an activity is completed, the ToDo can be marked as 'Closed' or 'Resolved' or 'Completed'. Further, for conditions like Issue Resolved or task Completed; the ToDo gets closed automatically. It can also be Reopened if required.</li> <li><p><strong>Cancelled</strong>: When a user gets removed from the assignment of a ToDo/Task/Issue, the ToDo linked to that Document automatically gets 'Cancelled'.</p> <p><img src="/files/using-to-do-5.png" alt="ToDo" class="screenshot"></p></li> </ul> </div> <input value="e9a0aa9a9c" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">To Do</h5> <span class="small text-muted revision-time">umair_sayed edited 3 years ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <p>ToDo is a list of activities that is to be done by a particular individual.</p> <p><strong>In ERPNext, a ToDo is a simple tool where you can define the activities to be done. The ToDo List will enlist all the activities assigned to you and by you.</strong></p> <p><img src="/files/using-to-do-1.png" alt="ToDo" class="screenshot"></p> <p>A ToDo also gets auto-created when any other Document is assigned to you. Checkout <a href="/docs/v13/user/manual/en/using-erpnext/articles/todo-auto-creation">ToDo-Auto Creation</a></p> <p>To access ToDo, go to</p> <blockquote> <p>Home > Tools > ToDo</p> </blockquote> <h2 id="1-how-to-create-a-todo">1. How to create a ToDo</h2> <ol> <li>Go to the ToDo list, and click new.</li> <li>You will be redirected to a Quick Entry for ToDo, wherein you will be required to enter the description of the ToDo.</li> <li><p>Save.</p> <p><img src="/files/using-to-do-2.gif" alt="ToDo" class="screenshot"></p></li> </ol> <blockquote> <p>Note: While creating a ToDo using the Quick Entry, the ToDo by default gets assigned to the creator. To prevent the same, and assign it to other users, ensure that you edit the ToDo in Full Page.</p> </blockquote> <h3 id="todo-notification">ToDo Notification</h3> <p>Once a ToDo is created, the assigned user will get a notification for the ToDo.</p> <p><img src="/files/using-todo-notification.png" alt="ToDo" class="screenshot"></p> <h3 id="11-additional-options-while-creating-a-todo">1.1. Additional Options while creating a ToDo</h3> <ol> <li><strong>Status</strong>: You can define the status of the ToDo. While creation, the status of the ToDo would be 'Open' by default. The user can change it to 'Closed' when the assignment is completed.</li> <li><strong>Priority</strong>: You can define the Priority of this task as Low, Medium or High.</li> <li><strong>Color</strong>: You can choose to assign a color to each of your ToDos. E.g., a ToDo created as a weekly reminder for sending reports can be assigned the color Purple, whereas all the personal ToDos can be assigned the Color Yellow.</li> <li><strong>Due Date</strong>: You can add the Due Date to all the ToDos.</li> <li><p><strong>Allocated To</strong>: In cases where you are assigning a ToDo to another ERPNext User, you can do so here.</p> <p><img src="/files/using-to-do-3.png" alt="ToDo" class="screenshot"></p></li> </ol> <h3 id="12-references">1.2. References</h3> <p>Every Document in ERPNext has an option called 'Assign To' in the side-bar. Using this option, any Dcoument can be assigned to the user. The User would be assigned a ToDo simultaneously.</p> <ol> <li><strong>Reference Type</strong>: When a ToDo is created from another document, say a Task or an Issue, the Reference Document Type gets linked to the ToDo here. You can also choose to add a Reference Document Type manually.</li> <li><strong>Reference Name</strong>: On assignment via another DocType, the name of the Reference DocType also gets linked over here.</li> <li><p><strong>Assignment By</strong>: When you get assigned aa ToDo via another Document Type, the name of the person making the assignment also gets tagged.</p> <p><img src="/files/using-to-do-4.png" alt="ToDo" class="screenshot"></p></li> </ol> <h2 id="2-todo-statuses">2. ToDo Statuses</h2> <p>ToDo has 3 statuses, each describing the current state of a task.</p> <ul> <li><strong>Open</strong>: A ToDo by default is marked Open when it is created.</li> <li><strong>Closed</strong>: When an activity is completed, the ToDo can be marked as 'Closed' or 'Resolved' or 'Completed'. Further, for conditions like Issue Resolved or task Completed; the ToDo gets closed automatically. It can also be Reopened if required.</li> <li><p><strong>Cancelled</strong>: When a user gets removed from the assignment of a ToDo/Task/Issue, the ToDo linked to that Document automatically gets 'Cancelled'.</p> <p><img src="/files/using-to-do-5.png" alt="ToDo" class="screenshot"></p></li> </ul> <p>{next}</p> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/to-do" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>	To Do ToDo is a list of activities that is to be done by a particular individual. In ERPNext, a ToDo is a simple tool where you can define the activities to be done. The ToDo List will enlist all the activities assigned to you and by you. A ToDo also gets auto-created when any other Document is assigned to you. Checkout ToDo Auto Creation To access ToDo, go to Home > Tools > ToDo 1. How to create a ToDo Go to the ToDo list, and click new. You will be redirected to a Quick Entry for ToDo, wherein you will be required to enter the description of the ToDo. Save. Note: While creating a ToDo using the Quick Entry, the ToDo by default gets assigned to the creator. To prevent the same, and assign it to other users, ensure that you edit the ToDo in Full Page. ToDo Notification Once a ToDo is created, the assigned user will get a notification for the ToDo. 1.1. Additional Options while creating a ToDo Status: You can define the status of the ToDo. While creation, the status of the ToDo would be 'Open' by default. The user can change it to 'Closed' when the assignment is completed. Priority: You can define the Priority of this task as Low, Medium or High. Color: You can choose to assign a color to each of your ToDos. E.g., a ToDo created as a weekly reminder for sending reports can be assigned the color Purple, whereas all the personal ToDos can be assigned the Color Yellow. Due Date: You can add the Due Date to all the ToDos. Allocated To: In cases where you are assigning a ToDo to another ERPNext User, you can do so here. 1.2. References Every Document in ERPNext has an option called 'Assign To' in the side-bar. Using this option, any Dcoument can be assigned to the user. The User would be assigned a ToDo simultaneously. Reference Type: When a ToDo is created from another document, say a Task or an Issue, the Reference Document Type gets linked to the ToDo here. You can also choose to add a Reference Document Type manually. Reference Name: On assignment via another DocType, the name of the Reference DocType also gets linked over here. Assignment By: When you get assigned aa ToDo via another Document Type, the name of the person making the assignment also gets tagged. 2. ToDo Statuses ToDo has 3 statuses, each describing the current state of a task. Open: A ToDo by default is marked Open when it is created. Closed: When an activity is completed, the ToDo can be marked as 'Closed' or 'Resolved' or 'Completed'. Further, for conditions like Issue Resolved or task Completed; the ToDo gets closed automatically. It can also be Reopened if required. Cancelled: When a user gets removed from the assignment of a ToDo/Task/Issue, the ToDo linked to that Document automatically gets 'Cancelled'.	# To Do Edit Page New Page Revisions Page Settings ToDo is a list of activities that is to be done by a particular individual. In ERPNext, a ToDo is a simple tool where you can define the activities to be done. The ToDo List will enlist all the activities assigned to you and by you. ![ToDo](/files/using-to-do-1.png) A ToDo also gets auto-created when any other Document is assigned to you. Checkout [ToDo Auto Creation](/docs/v13/user/manual/en/using- erpnext/articles/todo-auto-creation) To access ToDo, go to > Home > Tools > ToDo ## 1\. How to create a ToDo 1. Go to the ToDo list, and click new. 2. You will be redirected to a Quick Entry for ToDo, wherein you will be required to enter the description of the ToDo. 3. Save. ![ToDo](/files/using-to-do-2.gif) > Note: While creating a ToDo using the Quick Entry, the ToDo by default gets > assigned to the creator. To prevent the same, and assign it to other users, > ensure that you edit the ToDo in Full Page. ### ToDo Notification Once a ToDo is created, the assigned user will get a notification for the ToDo. ![ToDo](/files/using-todo-notification.png) ### 1.1. Additional Options while creating a ToDo 1. Status : You can define the status of the ToDo. While creation, the status of the ToDo would be 'Open' by default. The user can change it to 'Closed' when the assignment is completed. 2. Priority : You can define the Priority of this task as Low, Medium or High. 3. Color : You can choose to assign a color to each of your ToDos. E.g., a ToDo created as a weekly reminder for sending reports can be assigned the color Purple, whereas all the personal ToDos can be assigned the Color Yellow. 4. Due Date : You can add the Due Date to all the ToDos. 5. Allocated To : In cases where you are assigning a ToDo to another ERPNext User, you can do so here. ![ToDo](/files/using-to-do-3.png) ### 1.2. References Every Document in ERPNext has an option called 'Assign To' in the side-bar. Using this option, any Dcoument can be assigned to the user. The User would be assigned a ToDo simultaneously. 1. Reference Type : When a ToDo is created from another document, say a Task or an Issue, the Reference Document Type gets linked to the ToDo here. You can also choose to add a Reference Document Type manually. 2. Reference Name : On assignment via another DocType, the name of the Reference DocType also gets linked over here. 3. Assignment By : When you get assigned aa ToDo via another Document Type, the name of the person making the assignment also gets tagged. ![ToDo](/files/using-to-do-4.png) ## 2\. ToDo Statuses ToDo has 3 statuses, each describing the current state of a task. * Open : A ToDo by default is marked Open when it is created. * Closed : When an activity is completed, the ToDo can be marked as 'Closed' or 'Resolved' or 'Completed'. Further, for conditions like Issue Resolved or task Completed; the ToDo gets closed automatically. It can also be Reopened if required. * Cancelled : When a user gets removed from the assignment of a ToDo/Task/Issue, the ToDo linked to that Document automatically gets 'Cancelled'. ![ToDo](/files/using-to-do-5.png) ##### To Do umair_sayed edited 3 years ago × ToDo is a list of activities that is to be done by a particular individual. In ERPNext, a ToDo is a simple tool where you can define the activities to be done. The ToDo List will enlist all the activities assigned to you and by you. ![ToDo](/files/using-to-do-1.png) A ToDo also gets auto-created when any other Document is assigned to you. Checkout [ToDo-Auto Creation](/docs/v13/user/manual/en/using- erpnext/articles/todo-auto-creation) To access ToDo, go to > Home > Tools > ToDo ## 1\. How to create a ToDo 1. Go to the ToDo list, and click new. 2. You will be redirected to a Quick Entry for ToDo, wherein you will be required to enter the description of the ToDo. 3. Save. ![ToDo](/files/using-to-do-2.gif) > Note: While creating a ToDo using the Quick Entry, the ToDo by default gets > assigned to the creator. To prevent the same, and assign it to other users, > ensure that you edit the ToDo in Full Page. ### ToDo Notification Once a ToDo is created, the assigned user will get a notification for the ToDo. ![ToDo](/files/using-todo-notification.png) ### 1.1. Additional Options while creating a ToDo 1. Status : You can define the status of the ToDo. While creation, the status of the ToDo would be 'Open' by default. The user can change it to 'Closed' when the assignment is completed. 2. Priority : You can define the Priority of this task as Low, Medium or High. 3. Color : You can choose to assign a color to each of your ToDos. E.g., a ToDo created as a weekly reminder for sending reports can be assigned the color Purple, whereas all the personal ToDos can be assigned the Color Yellow. 4. Due Date : You can add the Due Date to all the ToDos. 5. Allocated To : In cases where you are assigning a ToDo to another ERPNext User, you can do so here. ![ToDo](/files/using-to-do-3.png) ### 1.2. References Every Document in ERPNext has an option called 'Assign To' in the side-bar. Using this option, any Dcoument can be assigned to the user. The User would be assigned a ToDo simultaneously. 1. Reference Type : When a ToDo is created from another document, say a Task or an Issue, the Reference Document Type gets linked to the ToDo here. You can also choose to add a Reference Document Type manually. 2. Reference Name : On assignment via another DocType, the name of the Reference DocType also gets linked over here. 3. Assignment By : When you get assigned aa ToDo via another Document Type, the name of the person making the assignment also gets tagged. ![ToDo](/files/using-to-do-4.png) ## 2\. ToDo Statuses ToDo has 3 statuses, each describing the current state of a task. * Open : A ToDo by default is marked Open when it is created. * Closed : When an activity is completed, the ToDo can be marked as 'Closed' or 'Resolved' or 'Completed'. Further, for conditions like Issue Resolved or task Completed; the ToDo gets closed automatically. It can also be Reopened if required. * Cancelled : When a user gets removed from the assignment of a ToDo/Task/Issue, the ToDo linked to that Document automatically gets 'Cancelled'. ![ToDo](/files/using-to-do-5.png) {next} Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update
Notes	https://docs.erpnext.com/docs/user/manual/en/notes	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Notes </h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <p>Notes is a tool that can be used for Personal Note Taking purposes. You can use it to save your lists, frequently used passwords, terms, and conditions, or any other document which needs to be shared or kept for reference.</p> <p>To access Notes, go to:</p> <blockquote> <p>Home > Tools > Note</p> </blockquote> <p><img src="/files/using-notes-1.png" alt="Notes" class="screenshot"></p> <h2 id="how-to-create-a-new-note">How to create a new Note</h2> <ol> <li>Go to Note list and click on New.</li> <li>Enter the Title of the Note.</li> <li>Enter the Content of the Note. The content box is a Text Editor box to enable you to format the content as per your requirements.</li> <li>Save.</li> </ol> <p><img src="/files/using-notes-2.png" alt="Notes" class="screenshot"></p> <h3 id="visibility-of-notes">Visibility of Notes</h3> <p>You can select whether or not you want this particular Note to be Public. Making a Note public will allow you to share it across Users in your ERPNext account.</p> <p><img src="/files/using-notes-3.png" alt="Notes" class="screenshot"></p> <p>Once you enable making a Note Public, there will be another checkbox, saying 'Notify users with a popup when they log in'.</p> <p><img src="/files/using-notes-5.png" alt="Notes" class="screenshot"></p> <p>You can also select if you wish to give some specific users, the right to read, write or share your note. This can be done from the 'Share' option in the left sidebar.</p> <p><img src="/files/using-notes-4.png" alt="Notes" class="screenshot"></p> <h3 id="notification-for-notes">Notification for Notes</h3> <p>Enabling this property would ensure that whenever any User logs into their account, there will be a Pop-Up notification for the note.</p> <p><img src="/files/using-notes-7.png" alt="Notes" class="screenshot"></p> </div> <input value="ad4ac853b1" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Notes </h5> <span class="small text-muted revision-time">Administrator edited 3 years ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <h3>No Revisions</h3> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/notes" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>	Notes Notes is a tool that can be used for Personal Note Taking purposes. You can use it to save your lists, frequently used passwords, terms, and conditions, or any other document which needs to be shared or kept for reference. To access Notes, go to: Home > Tools > Note How to create a new Note Go to Note list and click on New. Enter the Title of the Note. Enter the Content of the Note. The content box is a Text Editor box to enable you to format the content as per your requirements. Save. Visibility of Notes You can select whether or not you want this particular Note to be Public. Making a Note public will allow you to share it across Users in your ERPNext account. Once you enable making a Note Public, there will be another checkbox, saying 'Notify users with a popup when they log in'. You can also select if you wish to give some specific users, the right to read, write or share your note. This can be done from the 'Share' option in the left sidebar. Notification for Notes Enabling this property would ensure that whenever any User logs into their account, there will be a Pop-Up notification for the note.	# Notes Edit Page New Page Revisions Page Settings Notes is a tool that can be used for Personal Note Taking purposes. You can use it to save your lists, frequently used passwords, terms, and conditions, or any other document which needs to be shared or kept for reference. To access Notes, go to: > Home > Tools > Note ![Notes](/files/using-notes-1.png) ## How to create a new Note 1. Go to Note list and click on New. 2. Enter the Title of the Note. 3. Enter the Content of the Note. The content box is a Text Editor box to enable you to format the content as per your requirements. 4. Save. ![Notes](/files/using-notes-2.png) ### Visibility of Notes You can select whether or not you want this particular Note to be Public. Making a Note public will allow you to share it across Users in your ERPNext account. ![Notes](/files/using-notes-3.png) Once you enable making a Note Public, there will be another checkbox, saying 'Notify users with a popup when they log in'. ![Notes](/files/using-notes-5.png) You can also select if you wish to give some specific users, the right to read, write or share your note. This can be done from the 'Share' option in the left sidebar. ![Notes](/files/using-notes-4.png) ### Notification for Notes Enabling this property would ensure that whenever any User logs into their account, there will be a Pop-Up notification for the note. ![Notes](/files/using-notes-7.png) ##### Notes Administrator edited 3 years ago × ### No Revisions Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update
Video	https://docs.erpnext.com/docs/user/manual/en/video	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Video </h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <p><strong>Videos can be added from both Vimeo and YouTube, using the Video DocType.</strong></p> <p>You can add Videos with their URLs, descriptions, thumbnails, etc. Some of its uses are to maintain educational course material and to track personal YouTube video engagement.</p> <p>To access Videos, go to:</p> <p>> Home > Tools > Video</p> <h2 id="1-how-to-create-a-new-video">1. How to create a new Video</h2> <ol> <li>Go to the Video list and click on New.</li> <li>Enter the title for the Video.</li> <li>Select the Provider. The default Video Provider is YouTube.</li> <li>Enter the URL to access the Video.</li> <li>You can optionally add a publishing date and duration of the Video in days-hours-minutes-seconds.</li> <li>You must also add some description for it.</li> <li>Save.</li> </ol> <p>After Saving, you will get a provision to add an image/thumbnail for the Video. <img src="/files/video-after-save.png" alt="Video" class="screenshot"></p> <p>You can also watch the Video in the Document itself after saving it. <img src="/files/video-watch.gif" alt="Video" class="screenshot"></p> <h2 id="2-features">2. Features</h2> <h3 id="21-tracking-video-analytics-via-youtube">2.1 Tracking Video Analytics via YouTube</h3> <p>YouTube Video statistics can be tracked and analysed. This is useful to track the view count and engagement of a Video you published.</p> <p>For this you must first enable YouTube Tracking in <strong>Video Settings</strong>: > Video Settings > Enable YouTube Tracking</p> <p>Once you enable this, the <strong>API Key</strong> and <strong>Frequency</strong> fields will be visible. <img src="/files/video-settings.png" alt="Video" class="screenshot"></p> <p><strong>API Key</strong> : You can generate an API Key in your <a href="https://console.developers.google.com/">Google Developers Console</a>. You can refer to the <a href="https://developers.google.com/youtube/v3/getting-started">YouTube Data API Documentation</a> for steps to generate the same.</p> <p><strong>Frequency</strong>: You can choose how often the system must automatically update your statistics. The available options are every 30 minutes, 1 hour, 6 hours and Daily (once everyday).</p> <p>Apart from automatic updation, the statistics are updated on Save. So, all the Videos created/updated <strong>after</strong> enabling YouTube tracking, will have statistics updated on Save. <img src="/files/video-stats.png" alt="Video" class="screenshot"></p> <h3 id="22-youtube-interactions-report">2.2 YouTube Interactions Report</h3> <p>The YouTube Interactions Report provides a consolidated view of all the videos' engagements. The bar chart provides visual analysis of Likes vs Views.</p> <p>You can filter the report data by the Published Date range. <img src="/files/youtube-interactions.png" alt="Video" class="screenshot"></p> <p>> <strong>Note</strong> : The quota for the number of <strong>non-billable</strong> requests to the YouTube Data API is 10,000 requests as of September 2020. ERPNext automatically updates upto 50 videos in 1 request. Similarly, for 100 videos it would take 2 requests.<br> Assuming 100 videos are updated <strong>every hour</strong> (frequency = 1 hour):<br> > - 2 requests will be sent per hour<br> - 48 requests will be sent per a day<br></p> <p>> Please set the frequency accordingly.</p> </div> <input value="d78a018a40" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Video </h5> <span class="small text-muted revision-time">Administrator edited 3 years ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <h3>No Revisions</h3> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/video" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>	Video Videos can be added from both Vimeo and YouTube, using the Video DocType. You can add Videos with their URLs, descriptions, thumbnails, etc. Some of its uses are to maintain educational course material and to track personal YouTube video engagement. To access Videos, go to: > Home > Tools > Video 1. How to create a new Video Go to the Video list and click on New. Enter the title for the Video. Select the Provider. The default Video Provider is YouTube. Enter the URL to access the Video. You can optionally add a publishing date and duration of the Video in days-hours-minutes-seconds. You must also add some description for it. Save. After Saving, you will get a provision to add an image/thumbnail for the Video. You can also watch the Video in the Document itself after saving it. 2. Features 2.1 Tracking Video Analytics via YouTube YouTube Video statistics can be tracked and analysed. This is useful to track the view count and engagement of a Video you published. For this you must first enable YouTube Tracking in Video Settings: > Video Settings > Enable YouTube Tracking Once you enable this, the API Key and Frequency fields will be visible. API Key : You can generate an API Key in your Google Developers Console. You can refer to the YouTube Data API Documentation for steps to generate the same. Frequency: You can choose how often the system must automatically update your statistics. The available options are every 30 minutes, 1 hour, 6 hours and Daily (once everyday). Apart from automatic updation, the statistics are updated on Save. So, all the Videos created/updated after enabling YouTube tracking, will have statistics updated on Save. 2.2 YouTube Interactions Report The YouTube Interactions Report provides a consolidated view of all the videos' engagements. The bar chart provides visual analysis of Likes vs Views. You can filter the report data by the Published Date range. > Note : The quota for the number of non-billable requests to the YouTube Data API is 10,000 requests as of September 2020. ERPNext automatically updates upto 50 videos in 1 request. Similarly, for 100 videos it would take 2 requests. Assuming 100 videos are updated every hour (frequency = 1 hour): > - 2 requests will be sent per hour - 48 requests will be sent per a day > Please set the frequency accordingly.	# Video Edit Page New Page Revisions Page Settings Videos can be added from both Vimeo and YouTube, using the Video DocType. You can add Videos with their URLs, descriptions, thumbnails, etc. Some of its uses are to maintain educational course material and to track personal YouTube video engagement. To access Videos, go to: > Home > Tools > Video ## 1\. How to create a new Video 1. Go to the Video list and click on New. 2. Enter the title for the Video. 3. Select the Provider. The default Video Provider is YouTube. 4. Enter the URL to access the Video. 5. You can optionally add a publishing date and duration of the Video in days-hours-minutes-seconds. 6. You must also add some description for it. 7. Save. After Saving, you will get a provision to add an image/thumbnail for the Video. ![Video](/files/video-after-save.png) You can also watch the Video in the Document itself after saving it. ![Video](/files/video-watch.gif) ## 2\. Features ### 2.1 Tracking Video Analytics via YouTube YouTube Video statistics can be tracked and analysed. This is useful to track the view count and engagement of a Video you published. For this you must first enable YouTube Tracking in Video Settings : > Video Settings > Enable YouTube Tracking Once you enable this, the API Key and Frequency fields will be visible. ![Video](/files/video-settings.png) API Key : You can generate an API Key in your [Google Developers Console](https://console.developers.google.com/). You can refer to the [YouTube Data API Documentation](https://developers.google.com/youtube/v3/getting-started) for steps to generate the same. Frequency : You can choose how often the system must automatically update your statistics. The available options are every 30 minutes, 1 hour, 6 hours and Daily (once everyday). Apart from automatic updation, the statistics are updated on Save. So, all the Videos created/updated after enabling YouTube tracking, will have statistics updated on Save. ![Video](/files/video-stats.png) ### 2.2 YouTube Interactions Report The YouTube Interactions Report provides a consolidated view of all the videos' engagements. The bar chart provides visual analysis of Likes vs Views. You can filter the report data by the Published Date range. ![Video](/files/youtube-interactions.png) > Note : The quota for the number of non-billable requests to the > YouTube Data API is 10,000 requests as of September 2020. ERPNext > automatically updates upto 50 videos in 1 request. Similarly, for 100 videos > it would take 2 requests. Assuming 100 videos are updated every hour (frequency = 1 hour): > \- 2 requests will be sent per hour \- 48 requests will be sent per a day > Please set the frequency accordingly. ##### Video Administrator edited 3 years ago × ### No Revisions Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update
Calendar	https://docs.erpnext.com/docs/user/manual/en/calendar	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Calendar </h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <p><strong>The Calendar is a Tool which helps you to create, share and keep track of events in your ERPNext account.</strong></p> <p>You can have a Day, Week or Month view in a calendar.</p> <p><img src="/files/using-calender-1.png" alt="Calendar" class="screenshot"></p> <p>To access calendar, go to:</p> <blockquote> <p>Home > Tools > Calendar</p> </blockquote> <h2 id="1-creating-events-in-calendar">1. Creating Events in Calendar</h2> <ol> <li>Go to Calendar and click on New.</li> <li>Enter the Subject and the Start Date of the event.</li> <li>Save.</li> </ol> <p><img src="/files/using-calender-2.gif" alt="Calendar" class="screenshot"></p> <p>Alternatively, you can also create an event from the 'Day View' of the Calendar. This view is broken into various slots throughout the day. You can select the slot for the start of the event, enter the subject of the event and drag it own till the event end time.</p> <p><img src="/files/using-calender-3.gif" alt="Calendar" class="screenshot"></p> <h3 id="11-event-based-on-a-lead">1.1. Event Based on a Lead</h3> <p>In the Lead form, you will find a field called Next Contact By and Next Contact Date. Once you specify the date and the User in these fields, an event will automatically be created for the User on the given date and time.</p> <p><img src="/files/using-calender-4.png" alt="Calendar" class="screenshot"></p> <h3 id="12-event-based-on-job-cards">1.2. Event Based on Job Cards</h3> <p>For every Job Card that gets created for a User in the ERPNext account, a corresponding event will be created in the Calendar.</p> <p><img src="/files/using-calender-job-card.png" alt="Calendar" class="screenshot"></p> <h3 id="13-birthday-event">1.3. Birthday Event</h3> <p>Birthday Event is created based on Date of Birth specified in the Employee master.</p> <h3 id="14-recurring-events">1.4. Recurring Events</h3> <p>There are various events in an organization that occur regularly at periodic intervals. In ERPNext, you can create such events by enabling the 'Repeat this Event' property for that particular event.</p> <p>When you do this, you will ve asked to enter the periodicity of this event in the 'Repeat On'. This could be daily, monthly, weekly or Yearly.</p> <p>You can also enter the last day of the repeated occurrence in the 'Repeat Till' field. In case of infinite repetitions, you may choose to leave this field blank.</p> <p><img src="/files/using-calender-5.gif" alt="Calendar" class="screenshot"></p> <h3 id="15-event-reminders">1.5. Event Reminders</h3> <p>There are two ways you can receive email reminder for an event.</p> <ol> <li><p>Enable Reminder in Event</p> <p>In the Event master, checking "Send an email reminder in the morning" will trigger a notification email to all the participants for this event.</p> <p><img src="/files/using-calender-6.png" alt="Calendar" class="screenshot"></p></li> <li><p>Create Email Digest</p> <p>To get email reminders for event, you should set Email Digest for Calendar Events.</p> <p>Email Digest can be set from:</p> <blockquote> <p>Setup > Email > Email Digest</p> </blockquote> <p><img src="/files/using-calender-7.png" alt="Calendar" class="screenshot"></p></li> </ol> </div> <input value="d7ad65431d" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Calendar </h5> <span class="small text-muted revision-time">Administrator edited 3 years ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <h3>No Revisions</h3> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/calendar" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>	Calendar The Calendar is a Tool which helps you to create, share and keep track of events in your ERPNext account. You can have a Day, Week or Month view in a calendar. To access calendar, go to: Home > Tools > Calendar 1. Creating Events in Calendar Go to Calendar and click on New. Enter the Subject and the Start Date of the event. Save. Alternatively, you can also create an event from the 'Day View' of the Calendar. This view is broken into various slots throughout the day. You can select the slot for the start of the event, enter the subject of the event and drag it own till the event end time. 1.1. Event Based on a Lead In the Lead form, you will find a field called Next Contact By and Next Contact Date. Once you specify the date and the User in these fields, an event will automatically be created for the User on the given date and time. 1.2. Event Based on Job Cards For every Job Card that gets created for a User in the ERPNext account, a corresponding event will be created in the Calendar. 1.3. Birthday Event Birthday Event is created based on Date of Birth specified in the Employee master. 1.4. Recurring Events There are various events in an organization that occur regularly at periodic intervals. In ERPNext, you can create such events by enabling the 'Repeat this Event' property for that particular event. When you do this, you will ve asked to enter the periodicity of this event in the 'Repeat On'. This could be daily, monthly, weekly or Yearly. You can also enter the last day of the repeated occurrence in the 'Repeat Till' field. In case of infinite repetitions, you may choose to leave this field blank. 1.5. Event Reminders There are two ways you can receive email reminder for an event. Enable Reminder in Event In the Event master, checking "Send an email reminder in the morning" will trigger a notification email to all the participants for this event. Create Email Digest To get email reminders for event, you should set Email Digest for Calendar Events. Email Digest can be set from: Setup > Email > Email Digest	# Calendar Edit Page New Page Revisions Page Settings The Calendar is a Tool which helps you to create, share and keep track of events in your ERPNext account. You can have a Day, Week or Month view in a calendar. ![Calendar](/files/using-calender-1.png) To access calendar, go to: > Home > Tools > Calendar ## 1\. Creating Events in Calendar 1. Go to Calendar and click on New. 2. Enter the Subject and the Start Date of the event. 3. Save. ![Calendar](/files/using-calender-2.gif) Alternatively, you can also create an event from the 'Day View' of the Calendar. This view is broken into various slots throughout the day. You can select the slot for the start of the event, enter the subject of the event and drag it own till the event end time. ![Calendar](/files/using-calender-3.gif) ### 1.1. Event Based on a Lead In the Lead form, you will find a field called Next Contact By and Next Contact Date. Once you specify the date and the User in these fields, an event will automatically be created for the User on the given date and time. ![Calendar](/files/using-calender-4.png) ### 1.2. Event Based on Job Cards For every Job Card that gets created for a User in the ERPNext account, a corresponding event will be created in the Calendar. ![Calendar](/files/using-calender-job-card.png) ### 1.3. Birthday Event Birthday Event is created based on Date of Birth specified in the Employee master. ### 1.4. Recurring Events There are various events in an organization that occur regularly at periodic intervals. In ERPNext, you can create such events by enabling the 'Repeat this Event' property for that particular event. When you do this, you will ve asked to enter the periodicity of this event in the 'Repeat On'. This could be daily, monthly, weekly or Yearly. You can also enter the last day of the repeated occurrence in the 'Repeat Till' field. In case of infinite repetitions, you may choose to leave this field blank. ![Calendar](/files/using-calender-5.gif) ### 1.5. Event Reminders There are two ways you can receive email reminder for an event. 1. Enable Reminder in Event In the Event master, checking "Send an email reminder in the morning" will trigger a notification email to all the participants for this event. ![Calendar](/files/using-calender-6.png) 2. Create Email Digest To get email reminders for event, you should set Email Digest for Calendar Events. Email Digest can be set from: > Setup > Email > Email Digest ![Calendar](/files/using-calender-7.png) ##### Calendar Administrator edited 3 years ago × ### No Revisions Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update
Dashboard	https://docs.erpnext.com/docs/user/manual/en/dashboard	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Dashboard</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><blockquote><p>Introduced in Version 12</p></blockquote><p><strong>Dashboard provides an at-a-glance view of key performance indicators relevant to the business process.</strong></p><p>Each Dashboard consists of one or more than one Dashboard Charts each of which are configured with a data source known as Dashboard Chart Source.</p><p>To access Dashboard, go to,</p><blockquote><p>Home > Customization > Dashboards > Dashboard</p></blockquote><h2>1. How to Create a New Dashboard</h2><ol><li><p>Go to Dashboards List and click on New.</p></li><li><p>Enter the Module Name for which you would want to see the Dashboard.</p></li><li><p>Enter the Dashboard Charts that you would want to be parameterized for this Dashboard.</p></li><li><p>Save.</p></li></ol><p>When you click on <code>Show Dashboard</code>, you will be able to see the Dashboard giving the graphic representation of your transactions.</p><p><img alt="Accounting Dashboard" class="screenshot" contenteditable="false" draggable="true" src="/files/dashboard.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><h2>2. Adding Charts to Dashboard</h2><p>Add charts to this dashboard by either selecting existing <code>Dashboard Chart</code> or creating new ones.</p><p><img alt="Adding Dashboard to Charts" class="screenshot" contenteditable="false" draggable="true" src="/files/dashboard-add-charts.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><p>Save changes and click on <code>Show Dashboard</code> button to see the dashboard.</p><p><img alt="Show Dashboard Button" class="screenshot" contenteditable="false" draggable="true" src="/files/dashboard-show-dashboard-button.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><h2>3. Creating a New Dashboard Chart</h2><p>To create a new Dashboard Chart, go to</p><blockquote><p>Home > Customizations > Dashboards > Dashboard Chart > New</p></blockquote><p>Provide a name for the chart, this will show up in the dashboard as the chart label, select chart type as <code>Custom</code> and select a <code>Dashboard Chart Source</code> as the data source for this chart.</p><p><strong>Note:</strong> New <code>Dashboard Chart Source</code> can only be created by the Administrator User in Developer Mode.</p><p><img alt="Select Dashboard Chart Source" class="screenshot" contenteditable="false" draggable="true" src="/files/dashboard-chart-from-source.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><p>After setting the Chart Source field, the filters table will be shown.</p><p>Click the table to edit filters.</p><p><img alt="Dashboard Chart Filter" class="screenshot" contenteditable="false" draggable="true" src="/files/dashboard-chart-filter.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><p>A modal will be shown to set filters. Click <code>Set</code> to set filters. <img alt="Dashboard Chart Filter Modal" class="screenshot" contenteditable="false" draggable="true" src="/files/dashboard-chart-filter-modal.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><p>After setting Chart Source field, Filters table will be updated with selected filter values. <img alt="Dashboard Chart Filter" class="screenshot" contenteditable="false" draggable="true" src="/files/dashboard-chart-filter-updated.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><p>In the above example, we created a custom <code>Dashboard Chart</code> for which we already had a <code>Dashboard Chart Source</code>.</p><p>You can also create basic charts like Count/Sum/Average/Group By of ToDo based on creation/modified date by selecting <code>Count/Sum/Average/Group By</code> as <code>Chart Type</code> also you can use an existing report as a source in <code>Report Name</code> field to create a chart by selecting <code>Report</code> as <code>Chart Type</code>.</p><p>For <code>Count</code>, you need to select the <code>Doctype</code> for which you need the chart in the <code>Document Type</code> field and <code>Based On Date</code> field in <code>Time Series Based On</code>.</p><p><img alt="Count Dashboard Chart" class="screenshot" contenteditable="false" draggable="true" src="/files/dashboard-chart-count.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><p><strong>Note:</strong> If you select a child table doctype in <code>Document Type</code> you also have to select the parent doctype for that child table in <code>Parent Document Type</code> (this field will only be visible when you select child table doctype in <code>Document Type</code> field).</p><p><img alt="Dashboard Chart Parent Document Type" class="screenshot" contenteditable="false" draggable="true" src="/files/dashboard-chart-parent-document-type.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><p>For <code>Sum</code> and <code>Average</code> you also have to select the <code>Based On Value</code> field in <code>Value Based On</code>.</p><p><img alt="Sum Dashboard Chart" class="screenshot" contenteditable="false" draggable="true" src="/files/dashboard-chart-sum.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><p>For <code>Group By</code> you can select <code>Group By Type</code> as Count/Sum/Average, <code>Group By Based On</code> as Created By/Modified By, and <code>Number of Groups</code>.</p><p><img alt="Group By Dashboard Chart" class="screenshot" contenteditable="false" draggable="true" src="/files/dashboard-chart-group-by.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><h2>4. Using Dashboards</h2><p>Every chart will be shown according to the fields set in the corresponding Dashboard Chart. The result from the dashboard chart source is cached to avoid redundant queries. Since the chart data can be stale, each chart will also show the last synced time.</p><p><img alt="Dashboard Last Synced" class="screenshot" contenteditable="false" draggable="true" src="/files/dashboard-last-synced.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><p>The filters used to generate the chart data can also be changed by clicking <code>Set Filters</code>. The chart will be refreshed automatically according to the recently set filters.</p><p><img alt="Dashboard Filters" class="screenshot" contenteditable="false" draggable="true" src="/files/dashboard-filters.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><p>To get the most recent data each chart has to be refreshed forcefully by clicking <strong>Force Refresh</strong> button from the dropdown menu.</p></div> </div> <input value="07884abff0" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Dashboard</h5> <span class="small text-muted revision-time">pushkar edited 3 weeks ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><blockquote><p>Introduced in Version 12</p></blockquote><p><strong>Dashboard provides an at-a-glance view of key performance indicators relevant to the business process.</strong></p><p>Each Dashboard consists of one or more than one Dashboard Charts each of which are configured with a data source known as Dashboard Chart Source.</p><p>To access Dashboard, go to,</p><blockquote><p>Home > Customization > Dashboards > Dashboard</p></blockquote><h2>1. How to Create a New Dashboard</h2><ol><li><p>Go to Dashboards List and click on New.</p></li><li><p>Enter the Module Name for which you would want to see the Dashboard.</p></li><li><p>Enter the Dashboard Charts that you would want to be parameterized for this Dashboard.</p></li><li><p>Save.</p></li></ol><p>When you click on <code>Show Dashboard</code>, you will be able to see the Dashboard giving the graphic representation of your transactions.</p><p><img class="screenshot" src="/files/dashboard.png" alt="Accounting Dashboard" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><h2>2. Adding Charts to Dashboard</h2><p>Add charts to this dashboard by either selecting existing <code>Dashboard Chart</code> or creating new ones.</p><p><img class="screenshot" src="/files/dashboard-add-charts.png" alt="Adding Dashboard to Charts" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><p>Save changes and click on <code>Show Dashboard</code> button to see the dashboard.</p><p><img class="screenshot" src="/files/dashboard-show-dashboard-button.png" alt="Show Dashboard Button" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><h2>3. Creating a New Dashboard Chart</h2><p>To create a new Dashboard Chart, go to</p><blockquote><p>Home > Customizations > Dashboards > Dashboard Chart > New</p></blockquote><p>Provide a name for the chart, this will show up in the dashboard as the chart label, select chart type as <code>Custom</code> and select a <code>Dashboard Chart Source</code> as the data source for this chart.</p><p><strong>Note:</strong> New <code>Dashboard Chart Source</code> can only be created by the Administrator User in Developer Mode.</p><p><img class="screenshot" src="/files/dashboard-chart-from-source.png" alt="Select Dashboard Chart Source" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><p>After setting the Chart Source field, the filters table will be shown.</p><p>Click the table to edit filters.</p><p><img class="screenshot" src="/files/dashboard-chart-filter.png" alt="Dashboard Chart Filter" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><p>A modal will be shown to set filters. Click <code>Set</code> to set filters. <img class="screenshot" src="/files/dashboard-chart-filter-modal.png" alt="Dashboard Chart Filter Modal" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><p>After setting Chart Source field, Filters table will be updated with selected filter values. <img class="screenshot" src="/files/dashboard-chart-filter-updated.png" alt="Dashboard Chart Filter" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><p>In the above example, we created a custom <code>Dashboard Chart</code> for which we already had a <code>Dashboard Chart Source</code>.</p><p>You can also create basic charts like Count/Sum/Average/Group By of ToDo based on creation/modified date by selecting <code>Count/Sum/Average/Group By</code> as <code>Chart Type</code> also you can use an existing report as a source in <code>Report Name</code> field to create a chart by selecting <code>Report</code> as <code>Chart Type</code>.</p><p>For <code>Count</code>, you need to select the <code>Doctype</code> for which you need the chart in the <code>Document Type</code> field and <code>Based On Date</code> field in <code>Time Series Based On</code>.</p><p><img class="screenshot" src="/files/dashboard-chart-count.png" alt="Count Dashboard Chart" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><p><strong>Note:</strong> If you select a child table doctype in <code>Document Type</code> you also have to select the parent doctype for that child table in <code>Parent Document Type</code> (this field will only be visible when you select child table doctype in <code>Document Type</code> field).</p><p><img class="screenshot" src="/files/dashboard-chart-parent-document-type.png" alt="Dashboard Chart Parent Document Type" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><p>For <code>Sum</code> and <code>Average</code> you also have to select the <code>Based On Value</code> field in <code>Value Based On</code>.</p><p><img class="screenshot" src="/files/dashboard-chart-sum.png" alt="Sum Dashboard Chart" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><p>For <code>Group By</code> you can select <code>Group By Type</code> as Count/Sum/Average, <code>Group By Based On</code> as Created By/Modified By, and <code>Number of Groups</code>.</p><p><img class="screenshot" src="/files/dashboard-chart-group-by.png" alt="Group By Dashboard Chart" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><h2>4. Using Dashboards</h2><p>Every chart will be shown according to the fields set in the corresponding Dashboard Chart. The result from the dashboard chart source is cached to avoid redundant queries. Since the chart data can be stale, each chart will also show the last synced time.</p><p><img class="screenshot" src="/files/dashboard-last-synced.png" alt="Dashboard Last Synced" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><p>The filters used to generate the chart data can also be changed by clicking <code>Set Filters</code>. The chart will be refreshed automatically according to the recently set filters.</p><p><img class="screenshot" src="/files/dashboard-filters.png" alt="Dashboard Filters" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><p>To get the most recent data each chart has to be refreshed forcefully by clicking <strong>Force Refresh</strong> button from the dropdown menu.</p></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/dashboard" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>	Dashboard Introduced in Version 12 Dashboard provides an at-a-glance view of key performance indicators relevant to the business process. Each Dashboard consists of one or more than one Dashboard Charts each of which are configured with a data source known as Dashboard Chart Source. To access Dashboard, go to, Home > Customization > Dashboards > Dashboard 1. How to Create a New Dashboard Go to Dashboards List and click on New. Enter the Module Name for which you would want to see the Dashboard. Enter the Dashboard Charts that you would want to be parameterized for this Dashboard. Save. When you click on Show Dashboard, you will be able to see the Dashboard giving the graphic representation of your transactions. 2. Adding Charts to Dashboard Add charts to this dashboard by either selecting existing Dashboard Chart or creating new ones. Save changes and click on Show Dashboard button to see the dashboard. 3. Creating a New Dashboard Chart To create a new Dashboard Chart, go to Home > Customizations > Dashboards > Dashboard Chart > New Provide a name for the chart, this will show up in the dashboard as the chart label, select chart type as Custom and select a Dashboard Chart Source as the data source for this chart. Note: New Dashboard Chart Source can only be created by the Administrator User in Developer Mode. After setting the Chart Source field, the filters table will be shown. Click the table to edit filters. A modal will be shown to set filters. Click Set to set filters. After setting Chart Source field, Filters table will be updated with selected filter values. In the above example, we created a custom Dashboard Chart for which we already had a Dashboard Chart Source. You can also create basic charts like Count/Sum/Average/Group By of ToDo based on creation/modified date by selecting Count/Sum/Average/Group By as Chart Type also you can use an existing report as a source in Report Name field to create a chart by selecting Report as Chart Type. For Count, you need to select the Doctype for which you need the chart in the Document Type field and Based On Date field in Time Series Based On. Note: If you select a child table doctype in Document Type you also have to select the parent doctype for that child table in Parent Document Type (this field will only be visible when you select child table doctype in Document Type field). For Sum and Average you also have to select the Based On Value field in Value Based On. For Group By you can select Group By Type as Count/Sum/Average, Group By Based On as Created By/Modified By, and Number of Groups. 4. Using Dashboards Every chart will be shown according to the fields set in the corresponding Dashboard Chart. The result from the dashboard chart source is cached to avoid redundant queries. Since the chart data can be stale, each chart will also show the last synced time. The filters used to generate the chart data can also be changed by clicking Set Filters. The chart will be refreshed automatically according to the recently set filters. To get the most recent data each chart has to be refreshed forcefully by clicking Force Refresh button from the dropdown menu.	# Dashboard Edit Page New Page Revisions Page Settings > Introduced in Version 12 Dashboard provides an at-a-glance view of key performance indicators relevant to the business process. Each Dashboard consists of one or more than one Dashboard Charts each of which are configured with a data source known as Dashboard Chart Source. To access Dashboard, go to, > Home > Customization > Dashboards > Dashboard ## 1\. How to Create a New Dashboard 1. Go to Dashboards List and click on New. 2. Enter the Module Name for which you would want to see the Dashboard. 3. Enter the Dashboard Charts that you would want to be parameterized for this Dashboard. 4. Save. When you click on `Show Dashboard`, you will be able to see the Dashboard giving the graphic representation of your transactions. ![Accounting Dashboard](/files/dashboard.png) ## 2\. Adding Charts to Dashboard Add charts to this dashboard by either selecting existing `Dashboard Chart` or creating new ones. ![Adding Dashboard to Charts](/files/dashboard-add-charts.png) Save changes and click on `Show Dashboard` button to see the dashboard. ![Show Dashboard Button](/files/dashboard-show-dashboard-button.png) ## 3\. Creating a New Dashboard Chart To create a new Dashboard Chart, go to > Home > Customizations > Dashboards > Dashboard Chart > New Provide a name for the chart, this will show up in the dashboard as the chart label, select chart type as `Custom` and select a `Dashboard Chart Source` as the data source for this chart. Note: New `Dashboard Chart Source` can only be created by the Administrator User in Developer Mode. ![Select Dashboard Chart Source](/files/dashboard-chart-from-source.png) After setting the Chart Source field, the filters table will be shown. Click the table to edit filters. ![Dashboard Chart Filter](/files/dashboard-chart-filter.png) A modal will be shown to set filters. Click `Set` to set filters. ![Dashboard Chart Filter Modal](/files/dashboard-chart-filter-modal.png) After setting Chart Source field, Filters table will be updated with selected filter values. ![Dashboard Chart Filter](/files/dashboard-chart-filter- updated.png) In the above example, we created a custom `Dashboard Chart` for which we already had a `Dashboard Chart Source`. You can also create basic charts like Count/Sum/Average/Group By of ToDo based on creation/modified date by selecting `Count/Sum/Average/Group By` as `Chart Type` also you can use an existing report as a source in `Report Name` field to create a chart by selecting `Report` as `Chart Type`. For `Count`, you need to select the `Doctype` for which you need the chart in the `Document Type` field and `Based On Date` field in `Time Series Based On`. ![Count Dashboard Chart](/files/dashboard-chart-count.png) Note: If you select a child table doctype in `Document Type` you also have to select the parent doctype for that child table in `Parent Document Type` (this field will only be visible when you select child table doctype in `Document Type` field). ![Dashboard Chart Parent Document Type](/files/dashboard-chart-parent- document-type.png) For `Sum` and `Average` you also have to select the `Based On Value` field in `Value Based On`. ![Sum Dashboard Chart](/files/dashboard-chart-sum.png) For `Group By` you can select `Group By Type` as Count/Sum/Average, `Group By Based On` as Created By/Modified By, and `Number of Groups`. ![Group By Dashboard Chart](/files/dashboard-chart-group-by.png) ## 4\. Using Dashboards Every chart will be shown according to the fields set in the corresponding Dashboard Chart. The result from the dashboard chart source is cached to avoid redundant queries. Since the chart data can be stale, each chart will also show the last synced time. ![Dashboard Last Synced](/files/dashboard-last-synced.png) The filters used to generate the chart data can also be changed by clicking `Set Filters`. The chart will be refreshed automatically according to the recently set filters. ![Dashboard Filters](/files/dashboard-filters.png) To get the most recent data each chart has to be refreshed forcefully by clicking Force Refresh button from the dropdown menu. ##### Dashboard pushkar edited 3 weeks ago × > Introduced in Version 12 Dashboard provides an at-a-glance view of key performance indicators relevant to the business process. Each Dashboard consists of one or more than one Dashboard Charts each of which are configured with a data source known as Dashboard Chart Source. To access Dashboard, go to, > Home > Customization > Dashboards > Dashboard ## 1\. How to Create a New Dashboard 1. Go to Dashboards List and click on New. 2. Enter the Module Name for which you would want to see the Dashboard. 3. Enter the Dashboard Charts that you would want to be parameterized for this Dashboard. 4. Save. When you click on `Show Dashboard`, you will be able to see the Dashboard giving the graphic representation of your transactions. ![Accounting Dashboard](/files/dashboard.png) ## 2\. Adding Charts to Dashboard Add charts to this dashboard by either selecting existing `Dashboard Chart` or creating new ones. ![Adding Dashboard to Charts](/files/dashboard-add-charts.png) Save changes and click on `Show Dashboard` button to see the dashboard. ![Show Dashboard Button](/files/dashboard-show-dashboard-button.png) ## 3\. Creating a New Dashboard Chart To create a new Dashboard Chart, go to > Home > Customizations > Dashboards > Dashboard Chart > New Provide a name for the chart, this will show up in the dashboard as the chart label, select chart type as `Custom` and select a `Dashboard Chart Source` as the data source for this chart. Note: New `Dashboard Chart Source` can only be created by the Administrator User in Developer Mode. ![Select Dashboard Chart Source](/files/dashboard-chart-from-source.png) After setting the Chart Source field, the filters table will be shown. Click the table to edit filters. ![Dashboard Chart Filter](/files/dashboard-chart-filter.png) A modal will be shown to set filters. Click `Set` to set filters. ![Dashboard Chart Filter Modal](/files/dashboard-chart-filter-modal.png) After setting Chart Source field, Filters table will be updated with selected filter values. ![Dashboard Chart Filter](/files/dashboard-chart-filter- updated.png) In the above example, we created a custom `Dashboard Chart` for which we already had a `Dashboard Chart Source`. You can also create basic charts like Count/Sum/Average/Group By of ToDo based on creation/modified date by selecting `Count/Sum/Average/Group By` as `Chart Type` also you can use an existing report as a source in `Report Name` field to create a chart by selecting `Report` as `Chart Type`. For `Count`, you need to select the `Doctype` for which you need the chart in the `Document Type` field and `Based On Date` field in `Time Series Based On`. ![Count Dashboard Chart](/files/dashboard-chart-count.png) Note: If you select a child table doctype in `Document Type` you also have to select the parent doctype for that child table in `Parent Document Type` (this field will only be visible when you select child table doctype in `Document Type` field). ![Dashboard Chart Parent Document Type](/files/dashboard-chart-parent- document-type.png) For `Sum` and `Average` you also have to select the `Based On Value` field in `Value Based On`. ![Sum Dashboard Chart](/files/dashboard-chart-sum.png) For `Group By` you can select `Group By Type` as Count/Sum/Average, `Group By Based On` as Created By/Modified By, and `Number of Groups`. ![Group By Dashboard Chart](/files/dashboard-chart-group-by.png) ## 4\. Using Dashboards Every chart will be shown according to the fields set in the corresponding Dashboard Chart. The result from the dashboard chart source is cached to avoid redundant queries. Since the chart data can be stale, each chart will also show the last synced time. ![Dashboard Last Synced](/files/dashboard-last-synced.png) The filters used to generate the chart data can also be changed by clicking `Set Filters`. The chart will be refreshed automatically according to the recently set filters. ![Dashboard Filters](/files/dashboard-filters.png) To get the most recent data each chart has to be refreshed forcefully by clicking Force Refresh button from the dropdown menu. Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update
Global Search	https://docs.erpnext.com/docs/user/manual/en/Global-search	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Global Search </h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <p><strong>Global search is a powerful word-processing operation in ERPNext which will help you in searching for a particular Document Type or Document.</strong></p> <p>For every sequence of a particular word or a set of characters, you will have a search result.</p> <h3 id="using-awesome-bar-for-global-search">Using Awesome Bar for Global Search.</h3> <p><img src="/files/using-global-search-2.gif" alt="Tree Master Renaming" class="screenshot"></p> <p>Global Search helps users find information quickly. It’s located in the upper right-hand corner in ERPNext. Simply entering a few characters in the Search Bar will show results from several different record types (Contact, Customer, Issues, etc.) related to that keyword. You can also customize the fields based on which search will be shown.</p> <p>You can also type in multiple keywords separated by & operator to find your desired results. You may refer to the following cases for examples:</p> <ul> <li>Input "apple & iPod" can return documents with one field contain Apple and the other contains iPod( PO's vendor and item).</li> <li>Input "iPhone & iPod" can return target documents that contain both item iPhone and iPod (child table items).</li> <li>Input "iPhone & black" can return the item with description contains both iPhone and black(long text field).</li> <li>Input 'foo & bar" can return any docs with both tags foo and bar assigned. (special long text field _usertags).</li> </ul> <h3 id="enable-global-search-for-fields-in-a-doctype">Enable Global Search for fields in a Doctype.</h3> <p><img src="/files/using-global-search-1.gif" alt="Tree Master Renaming" class="screenshot"></p> </div> <input value="f3de8fea86" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Global Search </h5> <span class="small text-muted revision-time">Administrator edited 3 years ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <h3>No Revisions</h3> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/Global-search" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>	Global Search Global search is a powerful word-processing operation in ERPNext which will help you in searching for a particular Document Type or Document. For every sequence of a particular word or a set of characters, you will have a search result. Using Awesome Bar for Global Search. Global Search helps users find information quickly. It’s located in the upper right-hand corner in ERPNext. Simply entering a few characters in the Search Bar will show results from several different record types (Contact, Customer, Issues, etc.) related to that keyword. You can also customize the fields based on which search will be shown. You can also type in multiple keywords separated by & operator to find your desired results. You may refer to the following cases for examples: Input "apple & iPod" can return documents with one field contain Apple and the other contains iPod( PO's vendor and item). Input "iPhone & iPod" can return target documents that contain both item iPhone and iPod (child table items). Input "iPhone & black" can return the item with description contains both iPhone and black(long text field). Input 'foo & bar" can return any docs with both tags foo and bar assigned. (special long text field _usertags). Enable Global Search for fields in a Doctype.	# Global Search Edit Page New Page Revisions Page Settings Global search is a powerful word-processing operation in ERPNext which will help you in searching for a particular Document Type or Document. For every sequence of a particular word or a set of characters, you will have a search result. ### Using Awesome Bar for Global Search. ![Tree Master Renaming](/files/using-global-search-2.gif) Global Search helps users find information quickly. It’s located in the upper right-hand corner in ERPNext. Simply entering a few characters in the Search Bar will show results from several different record types (Contact, Customer, Issues, etc.) related to that keyword. You can also customize the fields based on which search will be shown. You can also type in multiple keywords separated by & operator to find your desired results. You may refer to the following cases for examples: * Input "apple & iPod" can return documents with one field contain Apple and the other contains iPod( PO's vendor and item). * Input "iPhone & iPod" can return target documents that contain both item iPhone and iPod (child table items). * Input "iPhone & black" can return the item with description contains both iPhone and black(long text field). * Input 'foo & bar" can return any docs with both tags foo and bar assigned. (special long text field _usertags). ### Enable Global Search for fields in a Doctype. ![Tree Master Renaming](/files/using-global-search-1.gif) ##### Global Search Administrator edited 3 years ago × ### No Revisions Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update
Desktop	https://docs.erpnext.com/docs/user/manual/en/desktop	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Desktop </h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <p><strong>The moment a User logs into the system they will be able to see a Home Screen wherein all the Modules and Domains will be listed in the form of cards.</strong></p> <p>Their cards are a replacement to the erstwhile Module icons which were present in ERPNext versions before version 12.</p> <p><img src="/files/desktop.png" alt="New Desktop" class="screenshot"></p> <p>These cards can be classified into four categories, namely:</p> <ul> <li><strong>Modules</strong>: These are all the domain agnostic modules available in ERPNext that are common to all types of businesses. Modules like Human Resources, CRM, Buying, Selling, etc. are put under this category.</li> <li><strong>Domains</strong>: This is where you can find all domain-specific modules like Education and Manufacturing. You can learn more about all industry-specific modules <a href="/docs/v13/user/manual/en#3-industry-specific-modules">here</a>.</li> <li><strong>Places</strong>: Places is where you can find features that are not industry-specific and are not required in day to day operations of your company. Features like Website, Dashboards, and Marketplace can be found here.</li> <li><strong>Administration</strong>: Here you can find modules related to your ERPNext setup and administration.</li> </ul> <p>These cards allow better navigation with shortcut items in the drop-down menu. You can customize this drop-down to add or remove links to various DocType for that module.</p> <p><img src="/files/desktop-dropdown.png" alt="Desktop Dropdown" class="screenshot"></p> <p>You can reorder as well as show or hide these module cards.</p> <p><img src="/files/drag-and-drop.gif" alt="Drag and Drop" class="screenshot"></p> <h2 id="module-page">Module Page</h2> <p>Clicking on any module card will take you to the module page. Here the user can navigate through all the doctypes, reports, and settings associated with a particular module.</p> <p>For example, here is how the Accounting module page looks like.</p> <p><img src="/files/accounts-module-page.png" alt="Accounts Module" class="screenshot"></p> <h3 id="navigating-the-page">Navigating the page</h3> <p>Some links of these modules may be marked grey, clicking on these links won't open any new page. They are marked so because there is a dependent document that needs to be created first. For example, you will need to build a Sales Invoice before accessing the sales register. Hovering on any of these links will show a pop-up guiding the user to the dependent document.</p> <p><img src="/files/module-link-hover.png" alt="Muted Link in Module Page" class="screenshot"></p> <p>You shall also notice a color indicator before some of the links. These indicators are used to inform the user if any open or urgent documents need to be looked at.</p> <p><img src="/files/color-indicator.png" alt="Color Indicators" class="screenshot"></p> <ul> <li>The <strong>red</strong> indicator in the above example indicated that there are open or overdue tasks on the list.</li> <li>Similarly, a <strong>blue</strong> indicator would mean that there are no open tasks.</li> <li>An <strong>orange</strong> indicator means that the report has not been accessed or no document is created in the corresponding doctype.</li> </ul> </div> <input value="be21bb9e78" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Desktop </h5> <span class="small text-muted revision-time">Administrator edited 3 years ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <h3>No Revisions</h3> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/desktop" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>	Desktop The moment a User logs into the system they will be able to see a Home Screen wherein all the Modules and Domains will be listed in the form of cards. Their cards are a replacement to the erstwhile Module icons which were present in ERPNext versions before version 12. These cards can be classified into four categories, namely: Modules: These are all the domain agnostic modules available in ERPNext that are common to all types of businesses. Modules like Human Resources, CRM, Buying, Selling, etc. are put under this category. Domains: This is where you can find all domain-specific modules like Education and Manufacturing. You can learn more about all industry-specific modules here. Places: Places is where you can find features that are not industry-specific and are not required in day to day operations of your company. Features like Website, Dashboards, and Marketplace can be found here. Administration: Here you can find modules related to your ERPNext setup and administration. These cards allow better navigation with shortcut items in the drop-down menu. You can customize this drop-down to add or remove links to various DocType for that module. You can reorder as well as show or hide these module cards. Module Page Clicking on any module card will take you to the module page. Here the user can navigate through all the doctypes, reports, and settings associated with a particular module. For example, here is how the Accounting module page looks like. Navigating the page Some links of these modules may be marked grey, clicking on these links won't open any new page. They are marked so because there is a dependent document that needs to be created first. For example, you will need to build a Sales Invoice before accessing the sales register. Hovering on any of these links will show a pop-up guiding the user to the dependent document. You shall also notice a color indicator before some of the links. These indicators are used to inform the user if any open or urgent documents need to be looked at. The red indicator in the above example indicated that there are open or overdue tasks on the list. Similarly, a blue indicator would mean that there are no open tasks. An orange indicator means that the report has not been accessed or no document is created in the corresponding doctype.	# Desktop Edit Page New Page Revisions Page Settings The moment a User logs into the system they will be able to see a Home Screen wherein all the Modules and Domains will be listed in the form of cards. Their cards are a replacement to the erstwhile Module icons which were present in ERPNext versions before version 12. ![New Desktop](/files/desktop.png) These cards can be classified into four categories, namely: * Modules : These are all the domain agnostic modules available in ERPNext that are common to all types of businesses. Modules like Human Resources, CRM, Buying, Selling, etc. are put under this category. * Domains : This is where you can find all domain-specific modules like Education and Manufacturing. You can learn more about all industry-specific modules [here](/docs/v13/user/manual/en#3-industry-specific-modules). * Places : Places is where you can find features that are not industry-specific and are not required in day to day operations of your company. Features like Website, Dashboards, and Marketplace can be found here. * Administration : Here you can find modules related to your ERPNext setup and administration. These cards allow better navigation with shortcut items in the drop-down menu. You can customize this drop-down to add or remove links to various DocType for that module. ![Desktop Dropdown](/files/desktop-dropdown.png) You can reorder as well as show or hide these module cards. ![Drag and Drop](/files/drag-and-drop.gif) ## Module Page Clicking on any module card will take you to the module page. Here the user can navigate through all the doctypes, reports, and settings associated with a particular module. For example, here is how the Accounting module page looks like. ![Accounts Module](/files/accounts-module-page.png) ### Navigating the page Some links of these modules may be marked grey, clicking on these links won't open any new page. They are marked so because there is a dependent document that needs to be created first. For example, you will need to build a Sales Invoice before accessing the sales register. Hovering on any of these links will show a pop-up guiding the user to the dependent document. ![Muted Link in Module Page](/files/module-link-hover.png) You shall also notice a color indicator before some of the links. These indicators are used to inform the user if any open or urgent documents need to be looked at. ![Color Indicators](/files/color-indicator.png) * The red indicator in the above example indicated that there are open or overdue tasks on the list. * Similarly, a blue indicator would mean that there are no open tasks. * An orange indicator means that the report has not been accessed or no document is created in the corresponding doctype. ##### Desktop Administrator edited 3 years ago × ### No Revisions Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update
Assignment	https://docs.erpnext.com/docs/user/manual/en/assignment	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Assignment </h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <p><strong>Assign To is a feature in ERPNext that allows you to assign a particular document to a specific user, who needs to further work on that document.</strong></p> <p>For example, if a Sales Order needs to be approved or submitted by the Sales Manager, the first draft user can assign that Sales Order to the Sales Manager.</p> <p>On assigning this document to the Sales Manager, it will be added to that user's ToDo list.</p> <p>Similarly, for a Delivery Note and a Sales Invoice against this sales Order, the assignment can be done to a Material User and an Account User.</p> <p><img src="/files/using-assignment-1.png" alt="Assignment" class="screenshot"></p> <blockquote> <p>Note: Assignment can be done irrespective of Permission Restrictions.</p> </blockquote> <h2 id="new-assignment">New Assignment</h2> <p>To make a new assignment, go to the document for which you wish to make the assignment and click on the 'Assigned to' button located at the left sidebar. Select the name of the User to whom you want to make this assignment.</p> <p><img src="/files/using-assignment-2.gif" alt="Assignment" class="screenshot"></p> <p>Along with assignment, you can also leave a comment for the review of the assignee.</p> <p><img src="/files/using-assignment-3.gif" alt="Assignment" class="screenshot"></p> <h3 id="todo-list-of-assignee">ToDo List of Assignee</h3> <p>Every assignment made to a particular User will be reflected in their ToDo section.</p> <p><img src="/files/using-assignment-4.png" alt="Assignment" class="screenshot"></p> <h3 id="removing-assignment">Removing Assignment</h3> <p>Users will be able to remove assignments by clicking on the "Closed" button in the document.</p> <p><img src="/files/using-assignment-5.png" alt="Assignment" class="screenshot"></p> <p>Once the assignment is set as completed, the corresponding ToDo will simultaneously be updated as 'Closed'.</p> </div> <input value="ed42383739" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Assignment </h5> <span class="small text-muted revision-time">Administrator edited 3 years ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <h3>No Revisions</h3> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/assignment" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>	Assignment Assign To is a feature in ERPNext that allows you to assign a particular document to a specific user, who needs to further work on that document. For example, if a Sales Order needs to be approved or submitted by the Sales Manager, the first draft user can assign that Sales Order to the Sales Manager. On assigning this document to the Sales Manager, it will be added to that user's ToDo list. Similarly, for a Delivery Note and a Sales Invoice against this sales Order, the assignment can be done to a Material User and an Account User. Note: Assignment can be done irrespective of Permission Restrictions. New Assignment To make a new assignment, go to the document for which you wish to make the assignment and click on the 'Assigned to' button located at the left sidebar. Select the name of the User to whom you want to make this assignment. Along with assignment, you can also leave a comment for the review of the assignee. ToDo List of Assignee Every assignment made to a particular User will be reflected in their ToDo section. Removing Assignment Users will be able to remove assignments by clicking on the "Closed" button in the document. Once the assignment is set as completed, the corresponding ToDo will simultaneously be updated as 'Closed'.	# Assignment Edit Page New Page Revisions Page Settings Assign To is a feature in ERPNext that allows you to assign a particular document to a specific user, who needs to further work on that document. For example, if a Sales Order needs to be approved or submitted by the Sales Manager, the first draft user can assign that Sales Order to the Sales Manager. On assigning this document to the Sales Manager, it will be added to that user's ToDo list. Similarly, for a Delivery Note and a Sales Invoice against this sales Order, the assignment can be done to a Material User and an Account User. ![Assignment](/files/using-assignment-1.png) > Note: Assignment can be done irrespective of Permission Restrictions. ## New Assignment To make a new assignment, go to the document for which you wish to make the assignment and click on the 'Assigned to' button located at the left sidebar. Select the name of the User to whom you want to make this assignment. ![Assignment](/files/using-assignment-2.gif) Along with assignment, you can also leave a comment for the review of the assignee. ![Assignment](/files/using-assignment-3.gif) ### ToDo List of Assignee Every assignment made to a particular User will be reflected in their ToDo section. ![Assignment](/files/using-assignment-4.png) ### Removing Assignment Users will be able to remove assignments by clicking on the "Closed" button in the document. ![Assignment](/files/using-assignment-5.png) Once the assignment is set as completed, the corresponding ToDo will simultaneously be updated as 'Closed'. ##### Assignment Administrator edited 3 years ago × ### No Revisions Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update
Tags	https://docs.erpnext.com/docs/user/manual/en/tags	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Tags </h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <p><strong>Using Tags easy way to classify different kinds of documents in their respective categories.</strong></p> <p>You can add any tag to a DocType just like Assignments and Comments.</p> <p><img src="/files/using-tags-1.gif" alt="Tags" class="screenshot"></p> <p>While going through a document list, you may filter the same by using tags. At a glance, you will be able to see the number of documents tagged to each classification.</p> <p><img src="/files/using-tags-2.png" alt="Tags" class="screenshot"></p> <h2 id="find-all-tagged-documents">Find all tagged documents</h2> <p>Once you've tagged a couple of documents with a specific tag, you can find all the tagged documents by searching for "#tagname" in the global search bar on the top. For example, consider you've tagged some documents with the tag "project 19". Simply type "#project 19" in the global search bar without quotes and select #project 19 from the results.</p> <p><img src="/files/find-tagged-documents.png" alt="Tags" class="screenshot"></p> <h2 id="tags-in-reports">Tags in Reports</h2> <p>All the tags that get created in your ERPNext account can also be searched when fetching a report. These tags can also be searched as a filter in the report.</p> <p><img src="/files/using-tags-5.png" alt="Tags" class="screenshot"></p> <p><img src="/files/using-tags-6.png" alt="Tags" class="screenshot"></p> </div> <input value="70f5ec5b5f" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Tags </h5> <span class="small text-muted revision-time">Administrator edited 3 years ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <h3>No Revisions</h3> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/tags" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>	Tags Using Tags easy way to classify different kinds of documents in their respective categories. You can add any tag to a DocType just like Assignments and Comments. While going through a document list, you may filter the same by using tags. At a glance, you will be able to see the number of documents tagged to each classification. Find all tagged documents Once you've tagged a couple of documents with a specific tag, you can find all the tagged documents by searching for "#tagname" in the global search bar on the top. For example, consider you've tagged some documents with the tag "project 19". Simply type "#project 19" in the global search bar without quotes and select #project 19 from the results. Tags in Reports All the tags that get created in your ERPNext account can also be searched when fetching a report. These tags can also be searched as a filter in the report.	# Tags Edit Page New Page Revisions Page Settings Using Tags easy way to classify different kinds of documents in their respective categories. You can add any tag to a DocType just like Assignments and Comments. ![Tags](/files/using-tags-1.gif) While going through a document list, you may filter the same by using tags. At a glance, you will be able to see the number of documents tagged to each classification. ![Tags](/files/using-tags-2.png) ## Find all tagged documents Once you've tagged a couple of documents with a specific tag, you can find all the tagged documents by searching for "#tagname" in the global search bar on the top. For example, consider you've tagged some documents with the tag "project 19". Simply type "#project 19" in the global search bar without quotes and select #project 19 from the results. ![Tags](/files/find-tagged-documents.png) ## Tags in Reports All the tags that get created in your ERPNext account can also be searched when fetching a report. These tags can also be searched as a filter in the report. ![Tags](/files/using-tags-5.png) ![Tags](/files/using-tags-6.png) ##### Tags Administrator edited 3 years ago × ### No Revisions Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update
Kanban Board	https://docs.erpnext.com/docs/user/manual/en/kanban-board	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Kanban Board </h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <p><strong>Kanban Board is a tool which will give you a descriptive layout of your data in ERPNext based on status and a virtual board.</strong></p> <p>This board shall consist of cards which represent the various Documents listed in a particular Document Type aligned as per the stage of operation of the transactions represented by Status Columns. The card status can be changed easily by dragging and dropping the cards across the board.</p> <p>A Kanban Board helps to visualize, control and optimize work-flow while collaborating with the entire team on a real-time basis.</p> <h2 id="creating-a-new-kanban-board">Creating a new Kanban Board</h2> <p><img src="/files/create-kanban-board.gif" alt="New Kanban Board" class="screenshot"></p> <h2 id="adding-new-carddocument">Adding new Card/Document</h2> <p>To add Cards on Kanban Board click Add Tasks. You can Edit 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.</p> <p><img src="/files/add-card-in-kanban-board.gif" alt="Add New Card in Kanban Board" class="screenshot"></p> <h2 id="update-cardsdocument-status">Update Cards/Document Status</h2> <p>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.</p> <p><img src="/files/update-kanban-board.gif" alt="Update Cards on Kanban Board" class="screenshot"></p> <h2 id="manage-columns">Manage Columns</h2> <p>To add more columns in the Kanban board click on Add columns.</p> <p><img src="/files/add-column-in-kanban-board.gif" alt="Add New column in Kanban Board" class="screenshot"></p> <p>You can also assign colors to columns.</p> <p><img src="/files/add-colour-in-kanban-board.gif" alt="Add Colours to Cards" class="screenshot"></p> <p>You can also Archive and Restore the columns added in a Kanban board. To do so click Archive in the drop-down menu on the card. Once archived you can restore the column from the list of the archived columns in the Kanban board.</p> <p><img src="/files/archive-kanban-board-column.gif" alt="Archive Kanban Board Column" class="screenshot"></p> <h2 id="filters">Filters</h2> <p>You can create multiple Kanban Boards based on different filters. To save filters for a Kanban Board, click on Menu and then "Save filters".</p> <p><img src="/files/filter-cards-in-kanban-board.gif" alt="Save Filters in Kanban Board" class="screenshot"></p> </div> <input value="35a78e0abe" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Kanban Board </h5> <span class="small text-muted revision-time">Administrator edited 3 years ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <h3>No Revisions</h3> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/kanban-board" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>	Kanban Board Kanban Board is a tool which will give you a descriptive layout of your data in ERPNext based on status and a virtual board. This board shall consist of cards which represent the various Documents listed in a particular Document Type aligned as per the stage of operation of the transactions represented by Status Columns. The card status can be changed easily by dragging and dropping the cards across the board. A Kanban Board helps to visualize, control and optimize work-flow while collaborating with the entire team on a real-time basis. Creating a new Kanban Board Adding new Card/Document To add Cards on Kanban Board click Add Tasks. You can Edit 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. 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. Manage Columns To add more columns in the Kanban board click on Add columns. You can also assign colors to columns. You can also Archive and Restore the columns added in a Kanban board. To do so click Archive in the drop-down menu on the card. Once archived you can restore the column from the list of the archived columns in the Kanban board. Filters You can create multiple Kanban Boards based on different filters. To save filters for a Kanban Board, click on Menu and then "Save filters".	# Kanban Board Edit Page New Page Revisions Page Settings Kanban Board is a tool which will give you a descriptive layout of your data in ERPNext based on status and a virtual board. This board shall consist of cards which represent the various Documents listed in a particular Document Type aligned as per the stage of operation of the transactions represented by Status Columns. The card status can be changed easily by dragging and dropping the cards across the board. A Kanban Board helps to visualize, control and optimize work-flow while collaborating with the entire team on a real-time basis. ## Creating a new Kanban Board ![New Kanban Board](/files/create-kanban-board.gif) ## Adding new Card/Document To add Cards on Kanban Board click Add Tasks. You can Edit 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. ![Add New Card in Kanban Board](/files/add-card-in-kanban-board.gif) ## 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. ![Update Cards on Kanban Board](/files/update-kanban-board.gif) ## Manage Columns To add more columns in the Kanban board click on Add columns. ![Add New column in Kanban Board](/files/add-column-in-kanban-board.gif) You can also assign colors to columns. ![Add Colours to Cards](/files/add-colour-in-kanban-board.gif) You can also Archive and Restore the columns added in a Kanban board. To do so click Archive in the drop-down menu on the card. Once archived you can restore the column from the list of the archived columns in the Kanban board. ![Archive Kanban Board Column](/files/archive-kanban-board-column.gif) ## Filters You can create multiple Kanban Boards based on different filters. To save filters for a Kanban Board, click on Menu and then "Save filters". ![Save Filters in Kanban Board](/files/filter-cards-in-kanban-board.gif) ##### Kanban Board Administrator edited 3 years ago × ### No Revisions Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update
Collaborating Around Forms	https://docs.erpnext.com/docs/user/manual/en/collaborating-around-forms	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Collaborating Around Forms </h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <p><strong>In ERPNExt, every form comes with certain tools embedded in the system which allows you to collaborate with other users within your account to have quick and transparent operations.</strong></p> <p>Following are the tools in each document using which you can collaborate with other Users in your ERPNext account.</p> <h3 id="assigned-to">Assigned to</h3> <p>If a Document requires some action from a particular user, you can assign that document to that User. On assignment, the user shall be intimated of the same via an email. <a href="/docs/v13/user/manual/en/using-erpnext/assignment">Click here</a> to learn more about this feature.</p> <p>E.g., an incoming <a href="/docs/v13/user/manual/en/CRM/lead">Lead</a> can e assigned to a particular user to ensure that the same is being pursued by them.</p> <p><img src="/files/using-assignment-1.png" alt="Collaborating Around Forms" class="screenshot"></p> <h3 id="comments">Comments</h3> <p>For a lot of Documents, there can be information that is not a part of the transaction. To record such information, the 'Comments' feature is a great alternative. Checkout <a href="/docs/v13/user/manual/en/using-erpnext/articles/comments">Comments</a> for more.</p> <p><img src="/files/using-collaborating-2.png" alt="Collaborating Around Forms" class="screenshot"></p> <h3 id="share">Share</h3> <p>You can share a document with the aspecific user in your ERPNext account. Irrespective of their roles or permissions, a User will be able to access a document shared with them.</p> <p><img src="/files/using-notes-4.png" alt="Notes" class="screenshot"></p> <h3 id="tags">Tags</h3> <p>You can also add tags to different Documents to classify them into categories. <a href="/docs/v13/user/manual/en/using-erpnext/tags.html">Click here</a> to know more about tags.</p> <p><img src="/files/using-tags-2.png" alt="Tags" class="screenshot"></p> <h3 id="reviews">Reviews</h3> <p>For every Document, there is an option to add Reviews for any User involved in the Document. This includes all the Users to whom this Document was assigned, and to all the Users who have Commented on this Document. Review Points can be gained by a User using the <a href="/docs/v13/user/manual/en/setting-up/energy-point-system">Energy Point System</a>.</p> <p><img src="/files/using-collaborating-5.png" alt="Collaborating Around Forms" class="screenshot"></p> </div> <input value="56d2ad263e" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Collaborating Around Forms </h5> <span class="small text-muted revision-time">palkan edited 2 years ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <p><strong>In ERPNExt, every form comes with certain tools embedded in the system which allows you to collaborate with other users within your account to have quick and transparent operations.</strong></p> <p>Following are the tools in each document using which you can collaborate with other Users in your ERPNext account.</p> <h3 id="assigned-to">Assigned to</h3> <p>If a Document requires some action from a particular user, you can assign that document to that User. On assignment, the user shall be intimated of the same via an email. <a href="docs/user/manual/en/using-erpnext/assignment.html">Click here</a> to learn more about this feature.</p> <p>E.g., an incoming <a href="/docs/v13/user/manual/en/CRM/lead">Lead</a> can e assigned to a particular user to ensure that the same is being pursued by them.</p> <p><img src="/files/using-assignment-1.png" alt="Collaborating Around Forms" class="screenshot"></p> <h3 id="comments">Comments</h3> <p>For a lot of Documents, there can be information that is not a part of the transaction. To record such information, the 'Comments' feature is a great alternative. Checkout <a href="/docs/v13/user/manual/en/using-erpnext/articles/comments">Comments</a> for more.</p> <p><img src="/files/using-collaborating-2.png" alt="Collaborating Around Forms" class="screenshot"></p> <h3 id="share">Share</h3> <p>You can share a document with the aspecific user in your ERPNext account. Irrespective of their roles or permissions, a User will be able to access a document shared with them.</p> <p><img src="/files/using-notes-4.png" alt="Notes" class="screenshot"></p> <h3 id="tags">Tags</h3> <p>You can also add tags to different Documents to classify them into categories. <a href="/docs/v13/user/manual/en/using-erpnext/tags.html">Click here</a> to know more about tags.</p> <p><img src="/files/using-tags-2.png" alt="Tags" class="screenshot"></p> <h3 id="reviews">Reviews</h3> <p>For every Document, there is an option to add Reviews for any User involved in the Document. This includes all the Users to whom this Document was assigned, and to all the Users who have Commented on this Document. Review Points can be gained by a User using the <a href="/docs/v13/user/manual/en/setting-up/energy-point-system">Energy Point System</a>.</p> <p><img src="/files/using-collaborating-5.png" alt="Collaborating Around Forms" class="screenshot"></p> <p>{next}</p> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/collaborating-around-forms" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>	Collaborating Around Forms In ERPNExt, every form comes with certain tools embedded in the system which allows you to collaborate with other users within your account to have quick and transparent operations. Following are the tools in each document using which you can collaborate with other Users in your ERPNext account. Assigned to If a Document requires some action from a particular user, you can assign that document to that User. On assignment, the user shall be intimated of the same via an email. Click here to learn more about this feature. E.g., an incoming Lead can e assigned to a particular user to ensure that the same is being pursued by them. Comments For a lot of Documents, there can be information that is not a part of the transaction. To record such information, the 'Comments' feature is a great alternative. Checkout Comments for more. Share You can share a document with the aspecific user in your ERPNext account. Irrespective of their roles or permissions, a User will be able to access a document shared with them. Tags You can also add tags to different Documents to classify them into categories. Click here to know more about tags. Reviews For every Document, there is an option to add Reviews for any User involved in the Document. This includes all the Users to whom this Document was assigned, and to all the Users who have Commented on this Document. Review Points can be gained by a User using the Energy Point System.	# Collaborating Around Forms Edit Page New Page Revisions Page Settings In ERPNExt, every form comes with certain tools embedded in the system which allows you to collaborate with other users within your account to have quick and transparent operations. Following are the tools in each document using which you can collaborate with other Users in your ERPNext account. ### Assigned to If a Document requires some action from a particular user, you can assign that document to that User. On assignment, the user shall be intimated of the same via an email. [Click here](/docs/v13/user/manual/en/using-erpnext/assignment) to learn more about this feature. E.g., an incoming [Lead](/docs/v13/user/manual/en/CRM/lead) can e assigned to a particular user to ensure that the same is being pursued by them. ![Collaborating Around Forms](/files/using-assignment-1.png) ### Comments For a lot of Documents, there can be information that is not a part of the transaction. To record such information, the 'Comments' feature is a great alternative. Checkout [Comments](/docs/v13/user/manual/en/using- erpnext/articles/comments) for more. ![Collaborating Around Forms](/files/using-collaborating-2.png) ### Share You can share a document with the aspecific user in your ERPNext account. Irrespective of their roles or permissions, a User will be able to access a document shared with them. ![Notes](/files/using-notes-4.png) ### Tags You can also add tags to different Documents to classify them into categories. [Click here](/docs/v13/user/manual/en/using-erpnext/tags.html) to know more about tags. ![Tags](/files/using-tags-2.png) ### Reviews For every Document, there is an option to add Reviews for any User involved in the Document. This includes all the Users to whom this Document was assigned, and to all the Users who have Commented on this Document. Review Points can be gained by a User using the [Energy Point System](/docs/v13/user/manual/en/setting-up/energy-point-system). ![Collaborating Around Forms](/files/using-collaborating-5.png) ##### Collaborating Around Forms palkan edited 2 years ago × In ERPNExt, every form comes with certain tools embedded in the system which allows you to collaborate with other users within your account to have quick and transparent operations. Following are the tools in each document using which you can collaborate with other Users in your ERPNext account. ### Assigned to If a Document requires some action from a particular user, you can assign that document to that User. On assignment, the user shall be intimated of the same via an email. [Click here](docs/user/manual/en/using-erpnext/assignment.html) to learn more about this feature. E.g., an incoming [Lead](/docs/v13/user/manual/en/CRM/lead) can e assigned to a particular user to ensure that the same is being pursued by them. ![Collaborating Around Forms](/files/using-assignment-1.png) ### Comments For a lot of Documents, there can be information that is not a part of the transaction. To record such information, the 'Comments' feature is a great alternative. Checkout [Comments](/docs/v13/user/manual/en/using- erpnext/articles/comments) for more. ![Collaborating Around Forms](/files/using-collaborating-2.png) ### Share You can share a document with the aspecific user in your ERPNext account. Irrespective of their roles or permissions, a User will be able to access a document shared with them. ![Notes](/files/using-notes-4.png) ### Tags You can also add tags to different Documents to classify them into categories. [Click here](/docs/v13/user/manual/en/using-erpnext/tags.html) to know more about tags. ![Tags](/files/using-tags-2.png) ### Reviews For every Document, there is an option to add Reviews for any User involved in the Document. This includes all the Users to whom this Document was assigned, and to all the Users who have Commented on this Document. Review Points can be gained by a User using the [Energy Point System](/docs/v13/user/manual/en/setting-up/energy-point-system). ![Collaborating Around Forms](/files/using-collaborating-5.png) {next} Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update
Integration Categories	https://docs.erpnext.com/docs/user/manual/en/erpnext_integration	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Integration Categories</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>ERPNext provides a wide range of integration capabilities which allow businesses to seamlessly connect with various third-party applications and services to enhance operational efficiency and data flow. </p><p>These integrations span across e-commerce platforms, payment gateways, shipping providers, google services, e-commerce providers etc. By integrating ERPNext with these systems, businesses can streamline their processes, reduce manual data entry, improve data accuracy, and gain deeper insights into their operations which will eventually help in taking informed business decisions.</p><h3>Authentication Integrations</h3><ul><li><p><a href="docs/user/manual/en/ldap-integration" rel="noopener noreferrer nofollow" target="_blank">Setting up LDAP</a></p></li><li><p><a href="docs/user/manual/en/fairlogin-integration" rel="noopener noreferrer nofollow" target="_blank">Setting up Fairlogin</a></p></li></ul><h3>Backup Integrations</h3><ul><li><p><a href="docs/user/manual/en/dropbox-backup" rel="noopener noreferrer nofollow" target="_blank">Setting up Dropbox Backups</a></p></li><li><p><a href="docs/user/manual/en/google_drive" rel="noopener noreferrer nofollow" target="_blank">Google Drive Integration</a></p></li><li><p><a href="docs/user/manual/en/aws_s3" rel="noopener noreferrer nofollow" target="_blank">Upload Backups to Amazon S3</a></p></li></ul><h3>Bank Integrations</h3><ul><li><p><a href="docs/user/manual/en/plaid_integration" rel="noopener noreferrer nofollow" target="_blank">Plaid Integration</a></p></li></ul><h3>E-commerce Integrations</h3><ul><li><p><a href="docs/user/manual/en/shopify_integration" rel="noopener noreferrer nofollow" target="_blank">Shopify Integration</a></p></li><li><p><a href="docs/user/manual/en/woocommerce_integration" rel="noopener noreferrer nofollow" target="_blank">WooCommerce Integration</a></p></li><li><p><a href="docs/user/manual/en/amazon_integration" rel="noopener noreferrer nofollow" target="_blank">Amazon SP-API Integration</a></p></li><li><p><a href="docs/user/manual/en/unicommerce_integration" rel="noopener noreferrer nofollow" target="_blank">Unicommerce Integration</a></p></li><li><p><a href="docs/user/manual/en/zenoti_integration" rel="noopener noreferrer nofollow" target="_blank">Zenoti Integration</a></p></li></ul><h3>Shipping Integrations</h3><ul><li><p><a href="docs/user/manual/en/erpnext_shipping" rel="noopener noreferrer nofollow" target="_blank">ERPNext Shipping</a></p></li></ul><h3>Payment Integrations</h3><ul><li><p><a href="docs/user/manual/en/razorpay-integration" rel="noopener noreferrer nofollow" target="_blank">RazorPay Integration</a></p></li><li><p><a href="docs/user/manual/en/gocardless-integration" rel="noopener noreferrer nofollow" target="_blank">GoCardless Integration</a></p></li><li><p><a href="docs/user/manual/en/stripe-integration" rel="noopener noreferrer nofollow" target="_blank">Stripe Integration</a></p></li><li><p><a href="docs/user/manual/en/braintree-integration" rel="noopener noreferrer nofollow" target="_blank">Braintree Integration</a></p></li><li><p><a href="docs/user/manual/en/paytm-integration" rel="noopener noreferrer nofollow" target="_blank">Paytm Integration</a></p></li><li><p><a href="docs/user/manual/en/mpesa-integration" rel="noopener noreferrer nofollow" target="_blank">M-pesa Integration</a></p></li></ul><h3>Telephony Integrations</h3><ul><li><p><a href="docs/user/manual/en/exotel_integration" rel="noopener noreferrer nofollow" target="_blank">Exotel Integrations</a></p></li></ul><h3>Google Integrations</h3><ul><li><p><a href="docs/user/manual/en/google_settings" rel="noopener noreferrer nofollow" target="_blank">Google Settings</a></p></li><li><p><a href="docs/user/manual/en/google_calendar" rel="noopener noreferrer nofollow" target="_blank">Google Calendar Integration</a></p></li><li><p><a href="docs/user/manual/en/google_contacts" rel="noopener noreferrer nofollow" target="_blank">Google Contact Integration</a></p></li><li><p><a href="docs/user/manual/en/google_maps" rel="noopener noreferrer nofollow" target="_blank">Google Maps Integration</a></p><p><br class="ProseMirror-trailingBreak"></p></li></ul></div> </div> <input value="a49b5e5291" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Integration Categories</h5> <span class="small text-muted revision-time">pushkar edited 1 month ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p>There are out-of-the-box integrations available to be used along with your ERPNext. Setup the connection between your ERPNext site and your E-commerce site, or payment gateway and more to benefit from their synronization.</p><h3>Authentication Integrations</h3><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/ldap-integration">Setting up LDAP</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/fairlogin-integration">Setting up Fairlogin</a></p></li></ul><h3>Backup Integrations</h3><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/dropbox-backup">Setting up Dropbox Backups</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/google_drive">Google Drive Integration</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/aws_s3">Upload Backups to Amazon S3</a></p></li></ul><h3>Bank Integrations</h3><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/plaid_integration">Plaid Integration</a></p></li></ul><h3>E-commerce Integrations</h3><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/shopify_integration">Shopify Integration</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/woocommerce_integration">WooCommerce Integration</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/amazon_integration">Amazon SP-API Integration</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/unicommerce_integration">Unicommerce Integration</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/zenoti_integration">Zenoti Integration</a></p></li></ul><h3>Shipping Integrations</h3><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/erpnext_shipping">ERPNext Shipping</a></p></li></ul><h3>Payment Integrations</h3><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/razorpay-integration">RazorPay Integration</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/gocardless-integration">GoCardless Integration</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/stripe-integration">Stripe Integration</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/braintree-integration">Braintree Integration</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/paytm-integration">Paytm Integration</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/mpesa-integration">M-pesa Integration</a></p></li></ul><h3>Telephony Integrations</h3><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/exotel_integration">Exotel Integrations</a></p></li></ul><h3>Google Integrations</h3><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/google_settings">Google Settings</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/google_calendar">Google Calendar Integration</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/google_contacts">Google Contact Integration</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/google_maps">Google Maps Integration</a></p><p><br class="ProseMirror-trailingBreak"></p></li></ul></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/erpnext_integration" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>	Integration Categories ERPNext provides a wide range of integration capabilities which allow businesses to seamlessly connect with various third-party applications and services to enhance operational efficiency and data flow. These integrations span across e-commerce platforms, payment gateways, shipping providers, google services, e-commerce providers etc. By integrating ERPNext with these systems, businesses can streamline their processes, reduce manual data entry, improve data accuracy, and gain deeper insights into their operations which will eventually help in taking informed business decisions. Authentication Integrations Setting up LDAP Setting up Fairlogin Backup Integrations Setting up Dropbox Backups Google Drive Integration Upload Backups to Amazon S3 Bank Integrations Plaid Integration E-commerce Integrations Shopify Integration WooCommerce Integration Amazon SP-API Integration Unicommerce Integration Zenoti Integration Shipping Integrations ERPNext Shipping Payment Integrations RazorPay Integration GoCardless Integration Stripe Integration Braintree Integration Paytm Integration M-pesa Integration Telephony Integrations Exotel Integrations Google Integrations Google Settings Google Calendar Integration Google Contact Integration Google Maps Integration	# Integration Categories Edit Page New Page Revisions Page Settings ERPNext provides a wide range of integration capabilities which allow businesses to seamlessly connect with various third-party applications and services to enhance operational efficiency and data flow. These integrations span across e-commerce platforms, payment gateways, shipping providers, google services, e-commerce providers etc. By integrating ERPNext with these systems, businesses can streamline their processes, reduce manual data entry, improve data accuracy, and gain deeper insights into their operations which will eventually help in taking informed business decisions. ### Authentication Integrations * [Setting up LDAP](docs/user/manual/en/ldap-integration) * [Setting up Fairlogin](docs/user/manual/en/fairlogin-integration) ### Backup Integrations * [Setting up Dropbox Backups](docs/user/manual/en/dropbox-backup) * [Google Drive Integration](docs/user/manual/en/google_drive) * [Upload Backups to Amazon S3](docs/user/manual/en/aws_s3) ### Bank Integrations * [Plaid Integration](docs/user/manual/en/plaid_integration) ### E-commerce Integrations * [Shopify Integration](docs/user/manual/en/shopify_integration) * [WooCommerce Integration](docs/user/manual/en/woocommerce_integration) * [Amazon SP-API Integration](docs/user/manual/en/amazon_integration) * [Unicommerce Integration](docs/user/manual/en/unicommerce_integration) * [Zenoti Integration](docs/user/manual/en/zenoti_integration) ### Shipping Integrations * [ERPNext Shipping](docs/user/manual/en/erpnext_shipping) ### Payment Integrations * [RazorPay Integration](docs/user/manual/en/razorpay-integration) * [GoCardless Integration](docs/user/manual/en/gocardless-integration) * [Stripe Integration](docs/user/manual/en/stripe-integration) * [Braintree Integration](docs/user/manual/en/braintree-integration) * [Paytm Integration](docs/user/manual/en/paytm-integration) * [M-pesa Integration](docs/user/manual/en/mpesa-integration) ### Telephony Integrations * [Exotel Integrations](docs/user/manual/en/exotel_integration) ### Google Integrations * [Google Settings](docs/user/manual/en/google_settings) * [Google Calendar Integration](docs/user/manual/en/google_calendar) * [Google Contact Integration](docs/user/manual/en/google_contacts) * [Google Maps Integration](docs/user/manual/en/google_maps) ##### Integration Categories pushkar edited 1 month ago × There are out-of-the-box integrations available to be used along with your ERPNext. Setup the connection between your ERPNext site and your E-commerce site, or payment gateway and more to benefit from their synronization. ### Authentication Integrations * [Setting up LDAP](docs/user/manual/en/ldap-integration) * [Setting up Fairlogin](docs/user/manual/en/fairlogin-integration) ### Backup Integrations * [Setting up Dropbox Backups](docs/user/manual/en/dropbox-backup) * [Google Drive Integration](docs/user/manual/en/google_drive) * [Upload Backups to Amazon S3](docs/user/manual/en/aws_s3) ### Bank Integrations * [Plaid Integration](docs/user/manual/en/plaid_integration) ### E-commerce Integrations * [Shopify Integration](docs/user/manual/en/shopify_integration) * [WooCommerce Integration](docs/user/manual/en/woocommerce_integration) * [Amazon SP-API Integration](docs/user/manual/en/amazon_integration) * [Unicommerce Integration](docs/user/manual/en/unicommerce_integration) * [Zenoti Integration](docs/user/manual/en/zenoti_integration) ### Shipping Integrations * [ERPNext Shipping](docs/user/manual/en/erpnext_shipping) ### Payment Integrations * [RazorPay Integration](docs/user/manual/en/razorpay-integration) * [GoCardless Integration](docs/user/manual/en/gocardless-integration) * [Stripe Integration](docs/user/manual/en/stripe-integration) * [Braintree Integration](docs/user/manual/en/braintree-integration) * [Paytm Integration](docs/user/manual/en/paytm-integration) * [M-pesa Integration](docs/user/manual/en/mpesa-integration) ### Telephony Integrations * [Exotel Integrations](docs/user/manual/en/exotel_integration) ### Google Integrations * [Google Settings](docs/user/manual/en/google_settings) * [Google Calendar Integration](docs/user/manual/en/google_calendar) * [Google Contact Integration](docs/user/manual/en/google_contacts) * [Google Maps Integration](docs/user/manual/en/google_maps) Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update
Regional Taxes	https://docs.erpnext.com/docs/user/manual/en/regional	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Regional Taxes</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>ERPNext aims to support local regulation for all the regions in the world. In most cases ERPNext is very flexible so you can easily add Custom Fields and make Custom Reports to support the regulation of your region. However, other regulations need code changes and customisations.</p><h3>India</h3><ul><li><p><a href="docs/user/manual/en/india" rel="noopener noreferrer nofollow" target="_blank">India Compliance App</a></p></li><li><p><a href="docs/user/manual/en/lower-deduction-certificate" rel="noopener noreferrer nofollow" target="_blank">Lower Deduction Certificate</a></p></li><li><p><a href="docs/user/manual/en/tds-setup-india" rel="noopener noreferrer nofollow" target="_blank">TDS Setup for India</a></p></li></ul><h3>United Arab Emirates</h3><ul><li><p><a href="docs/user/manual/en/united_arab_emirates" rel="noopener noreferrer nofollow" target="_blank">Requirements for UAE</a></p></li><li><p><a href="docs/user/manual/en/UAE-regional-fields" rel="noopener noreferrer nofollow" target="_blank">UAE Regional Fields</a></p></li><li><p><a href="docs/user/manual/en/uae-vat-201-report" rel="noopener noreferrer nofollow" target="_blank">UAE VAT 201 Report in ERPNext</a></p></li><li><p><a href="docs/user/manual/en/uae-vat-setup" rel="noopener noreferrer nofollow" target="_blank">VAT/Excise Tax Implementation</a></p></li></ul><h3>Saudi Arabia</h3><ul><li><p><a href="docs/user/manual/en/simplified_ksa_vat_management_and_reporting" rel="noopener noreferrer nofollow" target="_blank">KSA VAT Management and Reporting</a></p></li></ul><h3>United States of America</h3><ul><li><p><a href="docs/user/manual/en/taxjar_integration" rel="noopener noreferrer nofollow" target="_blank">Taxjar Integration</a></p></li></ul><h3>Italy</h3><ul><li><p><a href="docs/user/manual/en/italy" rel="noopener noreferrer nofollow" target="_blank">Requirements for Italy</a></p></li><li><p><a href="docs/user/manual/en/import-e-invoice" rel="noopener noreferrer nofollow" target="_blank">Importing e-Invoice from Supplier</a></p></li></ul><h3>France</h3><ul><li><p><a href="docs/user/manual/en/france" rel="noopener noreferrer nofollow" target="_blank">Requirements for France</a></p></li><li><p><a href="docs/user/manual/en/local_overrides" rel="noopener noreferrer nofollow" target="_blank">Sales and Payment Transactions</a></p></li><li><p><a href="docs/user/manual/en/fichier_des_ecritures_comptables" rel="noopener noreferrer nofollow" target="_blank">Le Fichier des Écritures Comptables [FEC]</a></p></li></ul></div> </div> <input value="ec8598c0c0" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Regional Taxes</h5> <span class="small text-muted revision-time">pushkar edited 6 days ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p>ERPNext aims to support local regulation for all the regions in the world. In most cases ERPNext is very flexible so you can easily add Custom Fields and make Custom Reports to support the regluation of your region.</p><p>As of mid-2017, ERPNext aims to pre-set additional fields and forms required for companies to easily submit reports to the relevant authorities.</p><p>This section is still under-development.</p><h3>India</h3><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/india">India Compliance App</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/lower-deduction-certificate">Lower Deduction Certificate</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/tds-setup-india">TDS Setup for India</a></p></li></ul><h3>United Arab Emirates</h3><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/united_arab_emirates">Requirements for UAE</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/UAE-regional-fields">UAE Regional Fields</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/uae-vat-201-report">UAE VAT 201 Report in ERPNext</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/uae-vat-setup">VAT/Excise Tax Implementation</a></p></li></ul><h3>Saudi Arabia</h3><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/simplified_ksa_vat_management_and_reporting">KSA VAT Management and Reporting</a></p></li></ul><h3>United States of America</h3><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/taxjar_integration">Taxjar Integration</a></p></li></ul><h3>Italy</h3><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/italy">Requirements for Italy</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/import-e-invoice">Importing e-Invoice from Supplier</a></p></li></ul><h3> France</h3><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/france">Requirements for France</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/local_overrides">Sales and Payment Transactions</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/fichier_des_ecritures_comptables">Le Fichier des Écritures Comptables [FEC]</a></p></li></ul></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/regional" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>	Regional Taxes ERPNext aims to support local regulation for all the regions in the world. In most cases ERPNext is very flexible so you can easily add Custom Fields and make Custom Reports to support the regulation of your region. However, other regulations need code changes and customisations. India India Compliance App Lower Deduction Certificate TDS Setup for India United Arab Emirates Requirements for UAE UAE Regional Fields UAE VAT 201 Report in ERPNext VAT/Excise Tax Implementation Saudi Arabia KSA VAT Management and Reporting United States of America Taxjar Integration Italy Requirements for Italy Importing e-Invoice from Supplier France Requirements for France Sales and Payment Transactions Le Fichier des Écritures Comptables [FEC]	# Regional Taxes Edit Page New Page Revisions Page Settings ERPNext aims to support local regulation for all the regions in the world. In most cases ERPNext is very flexible so you can easily add Custom Fields and make Custom Reports to support the regulation of your region. However, other regulations need code changes and customisations. ### India * [India Compliance App](docs/user/manual/en/india) * [Lower Deduction Certificate](docs/user/manual/en/lower-deduction-certificate) * [TDS Setup for India](docs/user/manual/en/tds-setup-india) ### United Arab Emirates * [Requirements for UAE](docs/user/manual/en/united_arab_emirates) * [UAE Regional Fields](docs/user/manual/en/UAE-regional-fields) * [UAE VAT 201 Report in ERPNext](docs/user/manual/en/uae-vat-201-report) * [VAT/Excise Tax Implementation](docs/user/manual/en/uae-vat-setup) ### Saudi Arabia * [KSA VAT Management and Reporting](docs/user/manual/en/simplified_ksa_vat_management_and_reporting) ### United States of America * [Taxjar Integration](docs/user/manual/en/taxjar_integration) ### Italy * [Requirements for Italy](docs/user/manual/en/italy) * [Importing e-Invoice from Supplier](docs/user/manual/en/import-e-invoice) ### France * [Requirements for France](docs/user/manual/en/france) * [Sales and Payment Transactions](docs/user/manual/en/local_overrides) * [Le Fichier des Écritures Comptables [FEC]](docs/user/manual/en/fichier_des_ecritures_comptables) ##### Regional Taxes pushkar edited 6 days ago × ERPNext aims to support local regulation for all the regions in the world. In most cases ERPNext is very flexible so you can easily add Custom Fields and make Custom Reports to support the regluation of your region. As of mid-2017, ERPNext aims to pre-set additional fields and forms required for companies to easily submit reports to the relevant authorities. This section is still under-development. ### India * [India Compliance App](docs/user/manual/en/india) * [Lower Deduction Certificate](docs/user/manual/en/lower-deduction-certificate) * [TDS Setup for India](docs/user/manual/en/tds-setup-india) ### United Arab Emirates * [Requirements for UAE](docs/user/manual/en/united_arab_emirates) * [UAE Regional Fields](docs/user/manual/en/UAE-regional-fields) * [UAE VAT 201 Report in ERPNext](docs/user/manual/en/uae-vat-201-report) * [VAT/Excise Tax Implementation](docs/user/manual/en/uae-vat-setup) ### Saudi Arabia * [KSA VAT Management and Reporting](docs/user/manual/en/simplified_ksa_vat_management_and_reporting) ### United States of America * [Taxjar Integration](docs/user/manual/en/taxjar_integration) ### Italy * [Requirements for Italy](docs/user/manual/en/italy) * [Importing e-Invoice from Supplier](docs/user/manual/en/import-e-invoice) ### France * [Requirements for France](docs/user/manual/en/france) * [Sales and Payment Transactions](docs/user/manual/en/local_overrides) * [Le Fichier des Écritures Comptables [FEC]](docs/user/manual/en/fichier_des_ecritures_comptables) Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update
Help Articles	https://docs.erpnext.com/docs/user/manual/en/help-articles	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Help Articles</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal"> Revisions </a> <a class="dropdown-item show-page-settings" href="#" data-toggle="modal" data-target="#pageSettingsModal"> Page Settings </a> </div> </div> </div> <div class="wiki-content"> <div><p>Below is a few help articles which can help you confiture the system as per your requirements.</p><h3>System</h3><ul><li><p><a href="docs/user/manual/en/document-versioning" rel="noopener noreferrer nofollow" target="_blank">Document Versioning</a></p></li><li><p><a href="docs/user/manual/en/adding-attachments-to-outgoing-messages" rel="noopener noreferrer nofollow" target="_blank">Adding Attachment to Ongoing Messages</a></p></li><li><p><a href="docs/user/manual/en/copy-pasting-multiple-records-from-excel" rel="noopener noreferrer nofollow" target="_blank">Copy Pasting Multiple Records</a></p></li><li><p><a href="docs/user/manual/en/renaming-documents" rel="noopener noreferrer nofollow" target="_blank">Renaming Documents</a></p></li><li><p><a href="docs/user/manual/en/bulk-rename" rel="noopener noreferrer nofollow" target="_blank">Bulk Rename</a></p></li><li><p><a href="docs/user/manual/en/restore-deleted-docs" rel="noopener noreferrer nofollow" target="_blank">Deleting and restoring Documents</a></p></li><li><p><a href="docs/user/manual/en/deleting-custom-reports" rel="noopener noreferrer nofollow" target="_blank">Deleting Custom Reports</a></p></li><li><p><a href="docs/user/manual/en/how-to-restore-deleted-documents-in-erpnext" rel="noopener noreferrer nofollow" target="_blank">Restore Deleted Documents</a></p></li><li><p><a href="docs/user/manual/en/duplicate-record" rel="noopener noreferrer nofollow" target="_blank">Duplicate Records</a></p></li><li><p><a href="docs/user/manual/en/check-link-between-documents" rel="noopener noreferrer nofollow" target="_blank">Checking Link Between Documents</a></p></li><li><p><a href="docs/user/manual/en/filter-options-in-select-field" rel="noopener noreferrer nofollow" target="_blank">Filter Option in Select Field</a></p></li><li><p><a href="docs/user/manual/en/make-read-only-after-saving" rel="noopener noreferrer nofollow" target="_blank">Make Read Only After Saving</a></p></li><li><p><a href="docs/user/manual/en/automating-issue-assignments-to-support-team-in-erpnext" rel="noopener noreferrer nofollow" target="_blank">Automating Assignment</a></p></li><li><p><a href="docs/user/manual/en/email-error" rel="noopener noreferrer nofollow" target="_blank">Email Error in Sending and Receiving</a></p></li><li><p><a href="docs/user/manual/en/how-to-fix-the-reached-maximum-user-limit-for-your-subscription-issue" rel="noopener noreferrer nofollow" target="_blank">Maximum User Limit Issue</a></p></li><li><p><a href="docs/user/manual/en/perm-level-error-in-permission-manager" rel="noopener noreferrer nofollow" target="_blank">Perm Level Error</a></p></li><li><p><a href="docs/user/manual/en/report-permission-error" rel="noopener noreferrer nofollow" target="_blank">Permission Error Problems</a></p></li><li><p><a href="docs/user/manual/en/prepared-report" rel="noopener noreferrer nofollow" target="_blank">Using Prepared Report</a></p></li><li><p><a href="docs/user/manual/en/what-if-emails-are-not-being-received-by-the-recipients" rel="noopener noreferrer nofollow" target="_blank">Emails Are Not Received</a></p></li><li><p><a href="docs/user/manual/en/maximum-number-of-fields-in-a-form" rel="noopener noreferrer nofollow" target="_blank">Maximum Number of Fields in a Form</a></p></li><li><p><a href="docs/user/manual/en/making-custom-reports" rel="noopener noreferrer nofollow" target="_blank">Making Custom Reports</a></p></li><li><p><a href="docs/user/manual/en/deleting-custom-reports" rel="noopener noreferrer nofollow" target="_blank">Deleting Custom Reports</a></p></li><li><p><a href="docs/user/manual/en/reports-showing-multiple-lines-for-one-document" rel="noopener noreferrer nofollow" target="_blank">Reports Showing Multiple Lines for One Document</a></p></li><li><p><a href="docs/user/manual/en/how-to-add-columns-in-the-standard-report-and-export" rel="noopener noreferrer nofollow" target="_blank">Add Columns in Standard Reports</a></p></li><li><p><a href="docs/user/manual/en/fetch-child-table-values-using-jinja-tags" rel="noopener noreferrer nofollow" target="_blank">Fetch Child Table Values Using Jinja</a></p></li><li><p><a href="docs/user/manual/en/change-custom-field-datatype-after-field-creation" rel="noopener noreferrer nofollow" target="_blank">Change Custom Field Datatype After Field Creation</a></p></li><li><p><a href="docs/user/manual/en/company-wise-naming-series" rel="noopener noreferrer nofollow" target="_blank">Company Wise Naming Series</a></p></li><li><p><a href="docs/user/manual/en/feedback-request-using-web-form" rel="noopener noreferrer nofollow" target="_blank">Feedback Request Using Web Form</a></p></li><li><p><a href="docs/user/manual/en/managing-tree-structure-masters" rel="noopener noreferrer nofollow" target="_blank">Manage Tree Structure of Masters</a></p></li><li><p><a href="docs/user/manual/en/setting-default-values-for-any-field-in-erpnext" rel="noopener noreferrer nofollow" target="_blank">Set Default Value for Any Field</a></p></li><li><p><a href="docs/user/manual/en/set-precision" rel="noopener noreferrer nofollow" target="_blank">Set Precision</a></p></li><li><p><a href="docs/user/manual/en/set-language" rel="noopener noreferrer nofollow" target="_blank">Set Language</a></p></li><li><p><a href="docs/user/manual/en/edit-submitted-document" rel="noopener noreferrer nofollow" target="_blank">Edit Submitted Documents</a></p></li><li><p><a href="docs/user/manual/en/delete-submitted-document" rel="noopener noreferrer nofollow" target="_blank">Delete Submitted Documents</a></p></li><li><p><a href="docs/user/manual/en/naming-series-current-value" rel="noopener noreferrer nofollow" target="_blank">Set Current Value for Naming series</a></p></li><li><p><a href="docs/user/manual/en/easy-steps-to-setup-workflow" rel="noopener noreferrer nofollow" target="_blank">Easy Steps To Setup Workflow</a></p></li><li><p><a href="docs/user/manual/en/tree-master-renaming" rel="noopener noreferrer nofollow" target="_blank">Tree Master Renaming</a></p></li><li><p><a href="docs/user/manual/en/letter-head-in-the-report" rel="noopener noreferrer nofollow" target="_blank">Letter Head in Report</a></p></li><li><p><a href="docs/user/manual/en/how-to-sync-doc-types-with-calendar" rel="noopener noreferrer nofollow" target="_blank">Sync Doctypes with Events Calendar</a></p></li><li><p><a href="docs/user/manual/en/user-permission-based-on-hierarchy" rel="noopener noreferrer nofollow" target="_blank">User Permissions Based on Hierarchy</a></p></li></ul><h3>Accounting</h3><ul><li><p><a href="docs/user/manual/en/merging-accounts" rel="noopener noreferrer nofollow" target="_blank">Merging Accounts</a></p></li><li><p><a href="docs/user/manual/en/changing-parent-account" rel="noopener noreferrer nofollow" target="_blank">Changing Parent Account</a></p></li><li><p><a href="docs/user/manual/en/freeze-account" rel="noopener noreferrer nofollow" target="_blank">Freeze an Account</a></p></li><li><p><a href="docs/user/manual/en/freeze-accounting-entries" rel="noopener noreferrer nofollow" target="_blank">Freeze Accounting Entries</a></p></li><li><p><a href="docs/user/manual/en/common-receivable-account" rel="noopener noreferrer nofollow" target="_blank">Common Receivable Account</a></p></li><li><p><a href="docs/user/manual/en/sales-return-use-cases" rel="noopener noreferrer nofollow" target="_blank">Sales Return Management</a></p></li><li><p><a href="docs/user/manual/en/update-stock-option-in-sales-invoice" rel="noopener noreferrer nofollow" target="_blank">Delivery From Sales Invoice</a></p></li><li><p><a href="docs/user/manual/en/accounts/articles/default-receivable-payable-account" rel="noopener noreferrer nofollow" target="_blank">Default Receivable / Payable Account</a></p></li><li><p><a href="docs/user/manual/en/payment-entry-for-capital-account" rel="noopener noreferrer nofollow" target="_blank">Payment Entry for Capital Account</a></p></li><li><p><a href="docs/user/manual/en/petty-cash-entry-in-erpnext" rel="noopener noreferrer nofollow" target="_blank">Book Petty Cash Entry</a></p></li><li><p><a href="docs/user/manual/en/accounting-for-bad-debts" rel="noopener noreferrer nofollow" target="_blank">Accounting for Bad Debts</a></p></li><li><p><a href="docs/user/manual/en/purchase-invoice-account-type-error" rel="noopener noreferrer nofollow" target="_blank">Purchase Invoice Account Type Error</a></p></li><li><p><a href="docs/user/manual/en/book-discount-allowed-and-received-separately" rel="noopener noreferrer nofollow" target="_blank">Book Discount Allowed and Received Separately</a></p></li><li><p><a href="docs/user/manual/en/adding-reference-to-journal-entry" rel="noopener noreferrer nofollow" target="_blank">Adding Reference To Journal Entry</a></p></li><li><p><a href="docs/user/manual/en/adding-reference-to-journal-entry" rel="noopener noreferrer nofollow" target="_blank">Invoice Discount in Payment Entry</a></p></li><li><p><a href="docs/user/manual/en/withdrawing-salary-from-owners-equity-account" rel="noopener noreferrer nofollow" target="_blank">Withdrawing Salary from Owner's Equity Account</a></p></li><li><p><a href="docs/user/manual/en/setting-up-buy-1-get-1-free-pricing-rule" rel="noopener noreferrer nofollow" target="_blank">Buy 1 Get 1 Free Pricing Rule</a></p></li><li><p><a href="docs/user/manual/en/adjusting-withhold-amount" rel="noopener noreferrer nofollow" target="_blank">Adjusting Without Amount</a></p></li><li><p><a href="docs/user/manual/en/post-dated-cheque-entry" rel="noopener noreferrer nofollow" target="_blank">Post Dated Cheque Entry</a></p></li><li><p><a href="docs/user/manual/en/difference-entry-button" rel="noopener noreferrer nofollow" target="_blank">Difference Entry</a></p></li><li><p><a href="docs/user/manual/en/setting-up-taxes" rel="noopener noreferrer nofollow" target="_blank">Setting Up Taxes</a></p></li><li><p><a href="docs/user/manual/en/unreconciliation" rel="noopener noreferrer nofollow" target="_blank">Unreconciled</a></p></li><li><p><a href="docs/user/manual/en/period-closing-voucher" rel="noopener noreferrer nofollow" target="_blank">Period Closing Voucher</a></p></li><li><p><a href="docs/user/manual/en/quickbooks-migrator" rel="noopener noreferrer nofollow" target="_blank">ERPNext QuickBooks Migrator</a></p></li><li><p><a href="docs/user/manual/en/process-statement-of-accounts" rel="noopener noreferrer nofollow" target="_blank">Process Statement of Accounts</a></p></li><li><p><a href="docs/user/manual/en/payment_terms_status_report" rel="noopener noreferrer nofollow" target="_blank">Payment Terms Status Report</a></p></li><li><p><a href="docs/user/manual/en/inter-company-journal-entry" rel="noopener noreferrer nofollow" target="_blank">Inter Company Journal Entry</a></p></li><li><p><a href="docs/user/manual/en/advance-in-separate-party-account" rel="noopener noreferrer nofollow" target="_blank">Advance in Separate Party Account</a></p></li><li><p><a href="docs/user/manual/en/fiscal-year-error" rel="noopener noreferrer nofollow" target="_blank">Fiscal Year Error</a></p></li><li><p><a href="docs/user/manual/en/round-off-account-validation" rel="noopener noreferrer nofollow" target="_blank">Round Off Account Validation Message</a></p></li><li><p><a href="docs/user/manual/en/delete-entries-linked-with-gl-entries" rel="noopener noreferrer nofollow" target="_blank">Delete Entries Linked With GL Entries</a></p></li><li><p><a href="docs/user/manual/en/invoice-rounding-issue" rel="noopener noreferrer nofollow" target="_blank">Invoice Rounding Issue</a></p></li><li><p><a href="docs/user/manual/en/customise-cash-flow-report" rel="noopener noreferrer nofollow" target="_blank">Customise Cash Flow Report</a></p></li><li><p><a href="docs/user/manual/en/export-data-for-specific-year-or-filter" rel="noopener noreferrer nofollow" target="_blank">Export Data for Specific Year or Filter</a></p></li><li><p><a href="docs/user/manual/en/allocating-credit-note-and-payment" rel="noopener noreferrer nofollow" target="_blank">Allocating Credit Note and Payment</a></p></li><li><p><a href="docs/user/manual/en/reconcile-advance-payment-made-to-the-supplier" rel="noopener noreferrer nofollow" target="_blank">Reconcile Advance Payment to Supplier</a></p></li><li><p><a href="docs/user/manual/en/balance-in-temporary-account" rel="noopener noreferrer nofollow" target="_blank">Balance in Temporary Account</a></p></li><li><p><a href="docs/user/manual/en/calculatin-freight-in-taxes-in-erpnext" rel="noopener noreferrer nofollow" target="_blank">Calculate Freight Taxes</a></p></li><li><p><a href="docs/user/manual/en/stock-received-but-not-billed" rel="noopener noreferrer nofollow" target="_blank">Purpose of Stock Received But Not Billed</a></p></li><li><p><a href="docs/user/manual/en/closing-accounting-books-in-erpnext" rel="noopener noreferrer nofollow" target="_blank">Closing Accounting Books</a></p></li></ul><h3>Buying</h3><ul><li><p><a href="docs/user/manual/en/item-creation-not-required-in-purchase-invoice" rel="noopener noreferrer nofollow" target="_blank">Purchase Invoice for Services</a></p></li><li><p><a href="docs/user/manual/en/debit-note-for-price-adjustment" rel="noopener noreferrer nofollow" target="_blank">Debit Note for Price Adjustment</a></p></li><li><p><a href="docs/user/manual/en/procurement-tracker-report" rel="noopener noreferrer nofollow" target="_blank">Procurement Tracker Report</a></p></li><li><p><a href="docs/user/manual/en/amending-purchase-order-after-submit" rel="noopener noreferrer nofollow" target="_blank">Amending Purchase Order After Submit</a></p></li></ul><h3>Selling</h3><ul><li><p><a href="docs/user/manual/en/sales-person-target-allocation" rel="noopener noreferrer nofollow" target="_blank">Sales Person Target Allocation</a></p></li><li><p><a href="docs/user/manual/en/need-to-change-rate-of-items-during-sales-cycle" rel="noopener noreferrer nofollow" target="_blank">Change The Rate Of Item in Sales Cycle</a></p></li><li><p><a href="docs/user/manual/en/sales-persons-in-the-sales-transactions" rel="noopener noreferrer nofollow" target="_blank">Sales Persons in Sales Transactions</a></p></li><li><p><a href="docs/user/manual/en/how-to-give-commission-to-sales-partner" rel="noopener noreferrer nofollow" target="_blank">Record Commission to Sales Partner</a></p></li><li><p><a href="docs/user/manual/en/how-to-short-close-multiple-orders-in-erpnext" rel="noopener noreferrer nofollow" target="_blank">Short Close Multiple Orders</a></p></li><li><p><a href="docs/user/manual/en/close-sales-order" rel="noopener noreferrer nofollow" target="_blank">Close Sales Order</a></p></li><li><p><a href="docs/user/manual/en/amending-sales-order-after-submit" rel="noopener noreferrer nofollow" target="_blank">Amending Sales Order After Submit</a></p></li><li><p><a href="docs/user/manual/en/applying-discount" rel="noopener noreferrer nofollow" target="_blank">Applying A Discount</a></p></li><li><p><a href="docs/user/manual/en/request-for-raw-materials-from-sales-order" rel="noopener noreferrer nofollow" target="_blank">Request for Raw Materials from Sales Order</a></p></li><li><p><a href="docs/user/manual/en/party_specific_item" rel="noopener noreferrer nofollow" target="_blank">Party Specific Items</a></p></li><li><p><a href="docs/user/manual/en/setting-company-sales-goal" rel="noopener noreferrer nofollow" target="_blank">Setting Company Sales Goal</a></p></li><li><p><a href="docs/user/manual/en/strongsales-invoice-without-an-item-strong" rel="noopener noreferrer nofollow" target="_blank">Sales Invoice Without an Item</a></p></li><li><p><a href="docs/user/manual/en/assistance-sales-purchase-between-companies" rel="noopener noreferrer nofollow" target="_blank">Drop Ship Between Subsidiary</a></p></li><li><p><a href="docs/user/manual/en/loyalty-points-redemption-in-pos" rel="noopener noreferrer nofollow" target="_blank">Loyalty Points Redemption in POS</a></p></li><li><p><a href="docs/user/manual/en/Selling-in-different-UOM" rel="noopener noreferrer nofollow" target="_blank">Selling in Different UOM</a></p></li></ul><h3>Assets</h3><ul><li><p><a href="docs/user/manual/en/creating-depreciation-for-item" rel="noopener noreferrer nofollow" target="_blank">Depreciation Entry</a></p></li><li><p><a href="docs/user/manual/en/moving-asset-from-stock-item-to-fixed-asset-item" rel="noopener noreferrer nofollow" target="_blank">Moving Asset from Stock Item to Fixed Asset Item</a></p></li></ul><h3>CRM</h3><ul><li><p><a href="docs/user/manual/en/automate_lead_capturing" rel="noopener noreferrer nofollow" target="_blank">Automate Lead Creation</a></p></li><li><p><a href="docs/user/manual/en/difference_between_lead_contact_and_customer" rel="noopener noreferrer nofollow" target="_blank">Difference Between Lead, Contact and Customer</a></p></li></ul><h3>Stock</h3><ul><li><p><a href="docs/user/manual/en/track-items-using-barcode" rel="noopener noreferrer nofollow" target="_blank">Track Items Using Barcode</a></p></li><li><p><a href="docs/user/manual/en/item-valuation-transactions" rel="noopener noreferrer nofollow" target="_blank">Item Valuation Setup and Transactions</a></p></li><li><p><a href="docs/user/manual/en/valuation-based-on-field-in-bom" rel="noopener noreferrer nofollow" target="_blank">Raw Material Valuation</a></p></li><li><p><a href="docs/user/manual/en/sales-return-use-cases" rel="noopener noreferrer nofollow" target="_blank">Return Rejected Items</a></p></li><li><p><a href="docs/user/manual/en/repack-entry" rel="noopener noreferrer nofollow" target="_blank">Repack Entry</a></p></li><li><p><a href="docs/user/manual/en/incoterm-and-named-place" rel="noopener noreferrer nofollow" target="_blank">Incoterm and Named Place</a></p></li><li><p><a href="docs/user/manual/en/quick-stock-balance" rel="noopener noreferrer nofollow" target="_blank">Quick Stock Balance</a></p></li><li><p><a href="docs/user/manual/en/quality-inspction-summary" rel="noopener noreferrer nofollow" target="_blank">Quality Inspection Summary</a></p></li><li><p><a href="docs/user/manual/en/migrate-to-perpetual-inventory" rel="noopener noreferrer nofollow" target="_blank">Migrate to Perpetual Inventory</a></p></li><li><p><a href="docs/user/manual/en/calculation-of-valuation-rate-in-fifo-and-moving-average" rel="noopener noreferrer nofollow" target="_blank">FIFO and Moving Average</a></p></li><li><p><a href="docs/user/manual/en/perpetual-inventory-for-non-stock-item" rel="noopener noreferrer nofollow" target="_blank">Perpetual Inventory for Non Stock Items</a></p></li><li><p><a href="docs/user/manual/en/projected-quantity" rel="noopener noreferrer nofollow" target="_blank">Projected Quantity</a></p></li><li><p><a href="docs/user/manual/en/opening-stock-balance-entry-for-serialized-and-batch-item" rel="noopener noreferrer nofollow" target="_blank">Opening Stock Balance entry for Serialised and Batch Items</a></p></li><li><p><a href="docs/user/manual/en/warehouse-ledger-link" rel="noopener noreferrer nofollow" target="_blank">Linking Stock Warehouse and Accounts</a></p></li><li><p><a href="docs/user/manual/en/maintaining-suppliers-part-no-in-item" rel="noopener noreferrer nofollow" target="_blank">Maintaining Supplier Item Code in Item Master</a></p></li><li><p><a href="docs/user/manual/en/purchasing-in-different-unit" rel="noopener noreferrer nofollow" target="_blank">Purchasing in Different UOM</a></p></li></ul><ul><li><p><a href="docs/user/manual/en/scrap-management" rel="noopener noreferrer nofollow" target="_blank">Production Scrap Management</a></p></li><li><p><a href="docs/user/manual/en/serialised-inventory-tracking" rel="noopener noreferrer nofollow" target="_blank">Serialised Inventory Tracking</a></p></li><li><p><a href="docs/user/manual/en/serialised-inventory-tracking" rel="noopener noreferrer nofollow" target="_blank">Customer Provided Items</a></p></li><li><p><a href="docs/user/manual/en/how-to-handle-a-scenario-of-1-raw-material-multiple-finish-goods" rel="noopener noreferrer nofollow" target="_blank">Multiple Finished Goods With Single Raw Material</a></p></li><li><p><a href="docs/user/manual/en/manufacturing-without-creating-bom" rel="noopener noreferrer nofollow" target="_blank">Manufacturing Without Creating BOM</a></p></li><li><p><a href="docs/user/manual/en/material_consumption" rel="noopener noreferrer nofollow" target="_blank">Material Consumption</a></p></li><li><p><a href="docs/user/manual/en/production-analytics" rel="noopener noreferrer nofollow" target="_blank">Production Analytics</a></p></li><li><p><a href="docs/user/manual/en/open-work-orders" rel="noopener noreferrer nofollow" target="_blank">Open Work Order Report</a></p></li><li><p><a href="docs/user/manual/en/demand-driven-forecasting" rel="noopener noreferrer nofollow" target="_blank">Demand Driven Forecasting</a></p></li><li><p><a href="docs/user/manual/en/production-planning-report" rel="noopener noreferrer nofollow" target="_blank">Product Planning Report</a></p></li><li><p><a href="docs/user/manual/en/downtime-analysis" rel="noopener noreferrer nofollow" target="_blank">Downtime Analysis</a></p></li><li><p><a href="docs/user/manual/en/work-order-consumed-materials" rel="noopener noreferrer nofollow" target="_blank">Work Order Consumed Materials</a></p></li><li><p><a href="docs/user/manual/en/returned_materials_against_work_order" rel="noopener noreferrer nofollow" target="_blank">Returned Material Against Work Order</a></p></li><li><p><a href="docs/user/manual/en/consumed-materials-in-production" rel="noopener noreferrer nofollow" target="_blank">Issued Items Against Work Order</a></p></li><li><p><a href="docs/user/manual/en/material-transfer-from-delivery-note" rel="noopener noreferrer nofollow" target="_blank">Material Transfer from Delivery Note and Purchase Receipt</a></p></li><li><p><a href="docs/user/manual/en/allow-over-delivery-billing-against-sales-order-upto-certain-limit" rel="noopener noreferrer nofollow" target="_blank">Allow Over Delivery / Billing</a></p></li><li><p><a href="docs/user/manual/en/item-codification" rel="noopener noreferrer nofollow" target="_blank">Item Codification</a></p></li></ul><h3>Project</h3><ul><li><p><a href="docs/user/manual/en/make-a-colorful-gantt-chart" rel="noopener noreferrer nofollow" target="_blank">Make a Colourful Gantt Chart</a></p></li><li><p><a href="docs/user/manual/en/bulk-assign-tasks-in-a-project" rel="noopener noreferrer nofollow" target="_blank">Bulk Assign Tasks in Projects</a></p></li><li><p><a href="docs/user/manual/en/project-profitability-report" rel="noopener noreferrer nofollow" target="_blank">Project Profitability Report</a></p></li><li><p><a href="docs/user/manual/en/project-expense-claims" rel="noopener noreferrer nofollow" target="_blank">Project and Managing Expenses</a></p></li><li><p><a href="docs/user/manual/en/project-customer-portal" rel="noopener noreferrer nofollow" target="_blank">Project from Customer Portal</a></p></li></ul><h3>Website</h3><ul><li><p><a href="docs/user/manual/en/disable-signup" rel="noopener noreferrer nofollow" target="_blank">Disable Signup in ERPNext Website</a></p></li><li><p><a href="docs/user/manual/en/website-security" rel="noopener noreferrer nofollow" target="_blank">Website Security</a></p></li><li><p><a href="docs/user/manual/en/website-home-page" rel="noopener noreferrer nofollow" target="_blank">Website Homepage</a></p></li><li><p><a href="docs/user/manual/en/website-banner" rel="noopener noreferrer nofollow" target="_blank">Website Banner Resizing</a></p></li><li><p><a href="docs/user/manual/en/how-to-setup-seo-for-your-website-on-erpnext" rel="noopener noreferrer nofollow" target="_blank">SEO for ERPNext</a></p></li><li><p><a href="docs/user/manual/en/2-step-301-redirect-in-your-erpnext-website" rel="noopener noreferrer nofollow" target="_blank">301 Redirect in ERPNext</a></p></li></ul><p><br class="ProseMirror-trailingBreak"></p><p><br class="ProseMirror-trailingBreak"></p></div> </div> <input value="e7vr2en23r" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-lg modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <div class="d-flex flex-column"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Help Articles</h5> <span class="small text-muted revision-time">pushkar edited 1 week ago</span> </div> <button type="button" class="close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p>Below is a few help articles which can help you confiture the system as per your requirements.</p><h3>System</h3><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/document-versioning">Document Versioning</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/adding-attachments-to-outgoing-messages">Adding Attachment to Ongoing Messages</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/copy-pasting-multiple-records-from-excel">Copy Pasting Multiple Records</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/renaming-documents">Renaming Documents</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/bulk-rename">Bulk Rename</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/restore-deleted-docs">Deleting and restoring Documents</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/deleting-custom-reports">Deleting Custom Reports</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/how-to-restore-deleted-documents-in-erpnext">Restore Deleted Documents</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/duplicate-record">Duplicate Records</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/check-link-between-documents">Checking Link Between Documents</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/filter-options-in-select-field">Filter Option in Select Field</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/make-read-only-after-saving">Make Read Only After Saving</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/automating-issue-assignments-to-support-team-in-erpnext">Automating Assignment</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/email-error">Email Error in Sending and Receiving</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/how-to-fix-the-reached-maximum-user-limit-for-your-subscription-issue">Maximum User Limit Issue</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/perm-level-error-in-permission-manager">Perm Level Error</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/report-permission-error">Permission Error Problems</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/prepared-report">Using Prepared Report</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/what-if-emails-are-not-being-received-by-the-recipients">Emails Are Not Received</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/maximum-number-of-fields-in-a-form">Maximum Number of Fields in a Form</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/making-custom-reports">Making Custom Reports</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/deleting-custom-reports">Deleting Custom Reports</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/reports-showing-multiple-lines-for-one-document">Reports Showing Multiple Lines for One Document</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/how-to-add-columns-in-the-standard-report-and-export">Add Columns in Standard Reports</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/fetch-child-table-values-using-jinja-tags">Fetch Child Table Values Using Jinja</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/change-custom-field-datatype-after-field-creation">Change Custom Field Datatype After Field Creation</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/company-wise-naming-series">Company Wise Naming Series</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/feedback-request-using-web-form">Feedback Request Using Web Form</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/managing-tree-structure-masters">Manage Tree Structure of Masters</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/setting-default-values-for-any-field-in-erpnext">Set Default Value for Any Field</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/set-precision">Set Precision</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/set-language">Set Language</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/edit-submitted-document">Edit Submitted Documents</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/delete-submitted-document">Delete Submitted Documents</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/naming-series-current-value">Set Current Value for Naming series</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/easy-steps-to-setup-workflow">Easy Steps To Setup Workflow</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/tree-master-renaming">Tree Master Renaming</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/letter-head-in-the-report">Letter Head in Report</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/how-to-sync-doc-types-with-calendar">Sync Doctypes with Events Calendar</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/user-permission-based-on-hierarchy">User Permissions Based on Hierarchy</a></p></li></ul><h3>Accounting</h3><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/merging-accounts">Merging Accounts</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/changing-parent-account">Changing Parent Account</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/freeze-account">Freeze an Account</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/freeze-accounting-entries">Freeze Accounting Entries</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/common-receivable-account">Common Receivable Account</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/sales-return-use-cases">Sales Return Management</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/update-stock-option-in-sales-invoice">Delivery From Sales Invoice</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/accounts/articles/default-receivable-payable-account">Default Receivable / Payable Account</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/payment-entry-for-capital-account">Payment Entry for Capital Account</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/petty-cash-entry-in-erpnext">Book Petty Cash Entry</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/accounting-for-bad-debts">Accounting for Bad Debts</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/purchase-invoice-account-type-error">Purchase Invoice Account Type Error</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/book-discount-allowed-and-received-separately">Book Discount Allowed and Received Separately</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/adding-reference-to-journal-entry">Adding Reference To Journal Entry</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/adding-reference-to-journal-entry">Invoice Discount in Payment Entry</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/withdrawing-salary-from-owners-equity-account">Withdrawing Salary from Owner's Equity Account</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/setting-up-buy-1-get-1-free-pricing-rule">Buy 1 Get 1 Free Pricing Rule</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/adjusting-withhold-amount">Adjusting Without Amount</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/post-dated-cheque-entry">Post Dated Cheque Entry</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/difference-entry-button">Difference Entry</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/setting-up-taxes">Setting Up Taxes</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/unreconciliation">Unreconciled</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/period-closing-voucher">Period Closing Voucher</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/quickbooks-migrator">ERPNext QuickBooks Migrator</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/process-statement-of-accounts">Process Statement of Accounts</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/payment_terms_status_report">Payment Terms Status Report</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/inter-company-journal-entry">Inter Company Journal Entry</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/advance-in-separate-party-account">Advance in Separate Party Account</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/fiscal-year-error">Fiscal Year Error</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/round-off-account-validation">Round Off Account Validation Message</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/delete-entries-linked-with-gl-entries">Delete Entries Linked With GL Entries</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/invoice-rounding-issue">Invoice Rounding Issue</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/customise-cash-flow-report">Customise Cash Flow Report</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/export-data-for-specific-year-or-filter">Export Data for Specific Year or Filter</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/allocating-credit-note-and-payment">Allocating Credit Note and Payment</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/reconcile-advance-payment-made-to-the-supplier">Reconcile Advance Payment to Supplier</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/balance-in-temporary-account">Balance in Temporary Account</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/calculatin-freight-in-taxes-in-erpnext">Calculate Freight Taxes</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/stock-received-but-not-billed">Purpose of Stock Received But Not Billed</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/closing-accounting-books-in-erpnext">Closing Accounting Books</a></p></li></ul><h3>Buying</h3><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/item-creation-not-required-in-purchase-invoice">Purchase Invoice for Services</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/debit-note-for-price-adjustment">Debit Note for Price Adjustment</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/procurement-tracker-report">Procurement Tracker Report</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/amending-purchase-order-after-submit">Amending Purchase Order After Submit</a></p></li></ul><h3>Selling</h3><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/need-to-change-rate-of-items-during-sales-cycle">Change The Rate Of Item in Sales Cycle</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/sales-persons-in-the-sales-transactions">Sales Persons in Sales Transactions</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/how-to-give-commission-to-sales-partner">Record Commission to Sales Partner</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/how-to-short-close-multiple-orders-in-erpnext">Short Close Multiple Orders</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/close-sales-order">Close Sales Order</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/amending-sales-order-after-submit">Amending Sales Order After Submit</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/applying-discount">Applying A Discount</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/request-for-raw-materials-from-sales-order">Request for Raw Materials from Sales Order</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/party_specific_item">Party Specific Items</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/setting-company-sales-goal">Setting Company Sales Goal</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/strongsales-invoice-without-an-item-strong">Sales Invoice Without an Item</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/assistance-sales-purchase-between-companies">Drop Ship Between Subsidiary</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/loyalty-points-redemption-in-pos">Loyalty Points Redemption in POS</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/Selling-in-different-UOM">Selling in Different UOM</a></p></li></ul><h3>Assets</h3><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/creating-depreciation-for-item">Depreciation Entry</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/moving-asset-from-stock-item-to-fixed-asset-item">Moving Asset from Stock Item to Fixed Asset Item</a></p></li></ul><h3>CRM</h3><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/automate_lead_capturing">Automate Lead Creation</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/difference_between_lead_contact_and_customer">Difference Between Lead, Contact and Customer</a></p></li></ul><h3>Stock</h3><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/track-items-using-barcode">Track Items Using Barcode</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/item-valuation-transactions">Item Valuation Setup and Transactions</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/valuation-based-on-field-in-bom">Raw Material Valuation</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/sales-return-use-cases">Return Rejected Items</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/repack-entry">Repack Entry</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/incoterm-and-named-place">Incoterm and Named Place</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/quick-stock-balance">Quick Stock Balance</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/quality-inspction-summary">Quality Inspection Summary</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/migrate-to-perpetual-inventory">Migrate to Perpetual Inventory</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/calculation-of-valuation-rate-in-fifo-and-moving-average">FIFO and Moving Average</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/perpetual-inventory-for-non-stock-item">Perpetual Inventory for Non Stock Items</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/projected-quantity">Projected Quantity</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/opening-stock-balance-entry-for-serialized-and-batch-item">Opening Stock Balance entry for Serialised and Batch Items</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/warehouse-ledger-link">Linking Stock Warehouse and Accounts</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/maintaining-suppliers-part-no-in-item">Maintaining Supplier Item Code in Item Master</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/purchasing-in-different-unit">Purchasing in Different UOM</a></p></li></ul><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/scrap-management">Production Scrap Management</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/serialised-inventory-tracking">Serialised Inventory Tracking</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/serialised-inventory-tracking">Customer Provided Items</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/how-to-handle-a-scenario-of-1-raw-material-multiple-finish-goods">Multiple Finished Goods With Single Raw Material</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/manufacturing-without-creating-bom">Manufacturing Without Creating BOM</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/material_consumption">Material Consumption</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/production-analytics">Production Analytics</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/open-work-orders">Open Work Order Report</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/demand-driven-forecasting">Demand Driven Forecasting</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/production-planning-report">Product Planning Report</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/downtime-analysis">Downtime Analysis</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/work-order-consumed-materials">Work Order Consumed Materials</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/returned_materials_against_work_order">Returned Material Against Work Order</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/consumed-materials-in-production">Issued Items Against Work Order</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/material-transfer-from-delivery-note">Material Transfer from Delivery Note and Purchase Receipt</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/allow-over-delivery-billing-against-sales-order-upto-certain-limit">Allow Over Delivery / Billing</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/item-codification">Item Codification</a></p></li></ul><h3>Project</h3><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/make-a-colorful-gantt-chart">Make a Colourful Gantt Chart</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/bulk-assign-tasks-in-a-project">Bulk Assign Tasks in Projects</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/project-profitability-report">Project Profitability Report</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/project-expense-claims">Project and Managing Expenses</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/project-customer-portal">Project from Customer Portal</a></p></li></ul><h3>Website</h3><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/disable-signup">Disable Signup in ERPNext Website</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/website-security">Website Security</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/website-home-page">Website Homepage</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/website-banner">Website Banner Resizing</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/how-to-setup-seo-for-your-website-on-erpnext">SEO for ERPNext</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="docs/user/manual/en/2-step-301-redirect-in-your-erpnext-website">301 Redirect in ERPNext</a></p></li></ul><p><br class="ProseMirror-trailingBreak"></p><p><br class="ProseMirror-trailingBreak"></p></div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> <div class="modal page-settings-modal fade" id="pageSettingsModal" tabindex="-1" role="dialog" aria-labelledby="pageSettingsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title page-settings-title">Page Settings</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> </div> <div class="modal-body"> <div class="form-group"> <div> <label class="text-muted text-xs" for="pageRoute">Route</label> <div class="flex align-items-center"> <div class="text-sm wiki-space-route-block" title="Wiki Space route (can't be modified)"> docs/ </div> <input value="user/manual/en/help-articles" type="text" id="pageRoute" name="pageRoute" class="form-control" style="border-top-left-radius: 0; border-bottom-left-radius: 0;"> </div> </div> <div class="mt-4 flex align-content-center"> <input type="checkbox" id="pageHideOnSidebar" name="pageHideOnSidebar"> <label class="text-muted text-xs" for="pageHideOnSidebar"> Hide on Sidebar </label> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="update" class="btn btn-primary btn-sm update-page-settings-button"> Update </button> </div> </div> </div> </div> </div>	Help Articles Below is a few help articles which can help you confiture the system as per your requirements. System Document Versioning Adding Attachment to Ongoing Messages Copy Pasting Multiple Records Renaming Documents Bulk Rename Deleting and restoring Documents Deleting Custom Reports Restore Deleted Documents Duplicate Records Checking Link Between Documents Filter Option in Select Field Make Read Only After Saving Automating Assignment Email Error in Sending and Receiving Maximum User Limit Issue Perm Level Error Permission Error Problems Using Prepared Report Emails Are Not Received Maximum Number of Fields in a Form Making Custom Reports Deleting Custom Reports Reports Showing Multiple Lines for One Document Add Columns in Standard Reports Fetch Child Table Values Using Jinja Change Custom Field Datatype After Field Creation Company Wise Naming Series Feedback Request Using Web Form Manage Tree Structure of Masters Set Default Value for Any Field Set Precision Set Language Edit Submitted Documents Delete Submitted Documents Set Current Value for Naming series Easy Steps To Setup Workflow Tree Master Renaming Letter Head in Report Sync Doctypes with Events Calendar User Permissions Based on Hierarchy Accounting Merging Accounts Changing Parent Account Freeze an Account Freeze Accounting Entries Common Receivable Account Sales Return Management Delivery From Sales Invoice Default Receivable / Payable Account Payment Entry for Capital Account Book Petty Cash Entry Accounting for Bad Debts Purchase Invoice Account Type Error Book Discount Allowed and Received Separately Adding Reference To Journal Entry Invoice Discount in Payment Entry Withdrawing Salary from Owner's Equity Account Buy 1 Get 1 Free Pricing Rule Adjusting Without Amount Post Dated Cheque Entry Difference Entry Setting Up Taxes Unreconciled Period Closing Voucher ERPNext QuickBooks Migrator Process Statement of Accounts Payment Terms Status Report Inter Company Journal Entry Advance in Separate Party Account Fiscal Year Error Round Off Account Validation Message Delete Entries Linked With GL Entries Invoice Rounding Issue Customise Cash Flow Report Export Data for Specific Year or Filter Allocating Credit Note and Payment Reconcile Advance Payment to Supplier Balance in Temporary Account Calculate Freight Taxes Purpose of Stock Received But Not Billed Closing Accounting Books Buying Purchase Invoice for Services Debit Note for Price Adjustment Procurement Tracker Report Amending Purchase Order After Submit Selling Sales Person Target Allocation Change The Rate Of Item in Sales Cycle Sales Persons in Sales Transactions Record Commission to Sales Partner Short Close Multiple Orders Close Sales Order Amending Sales Order After Submit Applying A Discount Request for Raw Materials from Sales Order Party Specific Items Setting Company Sales Goal Sales Invoice Without an Item Drop Ship Between Subsidiary Loyalty Points Redemption in POS Selling in Different UOM Assets Depreciation Entry Moving Asset from Stock Item to Fixed Asset Item CRM Automate Lead Creation Difference Between Lead, Contact and Customer Stock Track Items Using Barcode Item Valuation Setup and Transactions Raw Material Valuation Return Rejected Items Repack Entry Incoterm and Named Place Quick Stock Balance Quality Inspection Summary Migrate to Perpetual Inventory FIFO and Moving Average Perpetual Inventory for Non Stock Items Projected Quantity Opening Stock Balance entry for Serialised and Batch Items Linking Stock Warehouse and Accounts Maintaining Supplier Item Code in Item Master Purchasing in Different UOM Production Scrap Management Serialised Inventory Tracking Customer Provided Items Multiple Finished Goods With Single Raw Material Manufacturing Without Creating BOM Material Consumption Production Analytics Open Work Order Report Demand Driven Forecasting Product Planning Report Downtime Analysis Work Order Consumed Materials Returned Material Against Work Order Issued Items Against Work Order Material Transfer from Delivery Note and Purchase Receipt Allow Over Delivery / Billing Item Codification Project Make a Colourful Gantt Chart Bulk Assign Tasks in Projects Project Profitability Report Project and Managing Expenses Project from Customer Portal Website Disable Signup in ERPNext Website Website Security Website Homepage Website Banner Resizing SEO for ERPNext 301 Redirect in ERPNext	# Help Articles Edit Page New Page Revisions Page Settings Below is a few help articles which can help you confiture the system as per your requirements. ### System * [Document Versioning](docs/user/manual/en/document-versioning) * [Adding Attachment to Ongoing Messages](docs/user/manual/en/adding-attachments-to-outgoing-messages) * [Copy Pasting Multiple Records](docs/user/manual/en/copy-pasting-multiple-records-from-excel) * [Renaming Documents](docs/user/manual/en/renaming-documents) * [Bulk Rename](docs/user/manual/en/bulk-rename) * [Deleting and restoring Documents](docs/user/manual/en/restore-deleted-docs) * [Deleting Custom Reports](docs/user/manual/en/deleting-custom-reports) * [Restore Deleted Documents](docs/user/manual/en/how-to-restore-deleted-documents-in-erpnext) * [Duplicate Records](docs/user/manual/en/duplicate-record) * [Checking Link Between Documents](docs/user/manual/en/check-link-between-documents) * [Filter Option in Select Field](docs/user/manual/en/filter-options-in-select-field) * [Make Read Only After Saving](docs/user/manual/en/make-read-only-after-saving) * [Automating Assignment](docs/user/manual/en/automating-issue-assignments-to-support-team-in-erpnext) * [Email Error in Sending and Receiving](docs/user/manual/en/email-error) * [Maximum User Limit Issue](docs/user/manual/en/how-to-fix-the-reached-maximum-user-limit-for-your-subscription-issue) * [Perm Level Error](docs/user/manual/en/perm-level-error-in-permission-manager) * [Permission Error Problems](docs/user/manual/en/report-permission-error) * [Using Prepared Report](docs/user/manual/en/prepared-report) * [Emails Are Not Received](docs/user/manual/en/what-if-emails-are-not-being-received-by-the-recipients) * [Maximum Number of Fields in a Form](docs/user/manual/en/maximum-number-of-fields-in-a-form) * [Making Custom Reports](docs/user/manual/en/making-custom-reports) * [Deleting Custom Reports](docs/user/manual/en/deleting-custom-reports) * [Reports Showing Multiple Lines for One Document](docs/user/manual/en/reports-showing-multiple-lines-for-one-document) * [Add Columns in Standard Reports](docs/user/manual/en/how-to-add-columns-in-the-standard-report-and-export) * [Fetch Child Table Values Using Jinja](docs/user/manual/en/fetch-child-table-values-using-jinja-tags) * [Change Custom Field Datatype After Field Creation](docs/user/manual/en/change-custom-field-datatype-after-field-creation) * [Company Wise Naming Series](docs/user/manual/en/company-wise-naming-series) * [Feedback Request Using Web Form](docs/user/manual/en/feedback-request-using-web-form) * [Manage Tree Structure of Masters](docs/user/manual/en/managing-tree-structure-masters) * [Set Default Value for Any Field](docs/user/manual/en/setting-default-values-for-any-field-in-erpnext) * [Set Precision](docs/user/manual/en/set-precision) * [Set Language](docs/user/manual/en/set-language) * [Edit Submitted Documents](docs/user/manual/en/edit-submitted-document) * [Delete Submitted Documents](docs/user/manual/en/delete-submitted-document) * [Set Current Value for Naming series](docs/user/manual/en/naming-series-current-value) * [Easy Steps To Setup Workflow](docs/user/manual/en/easy-steps-to-setup-workflow) * [Tree Master Renaming](docs/user/manual/en/tree-master-renaming) * [Letter Head in Report](docs/user/manual/en/letter-head-in-the-report) * [Sync Doctypes with Events Calendar](docs/user/manual/en/how-to-sync-doc-types-with-calendar) * [User Permissions Based on Hierarchy](docs/user/manual/en/user-permission-based-on-hierarchy) ### Accounting * [Merging Accounts](docs/user/manual/en/merging-accounts) * [Changing Parent Account](docs/user/manual/en/changing-parent-account) * [Freeze an Account](docs/user/manual/en/freeze-account) * [Freeze Accounting Entries](docs/user/manual/en/freeze-accounting-entries) * [Common Receivable Account](docs/user/manual/en/common-receivable-account) * [Sales Return Management](docs/user/manual/en/sales-return-use-cases) * [Delivery From Sales Invoice](docs/user/manual/en/update-stock-option-in-sales-invoice) * [Default Receivable / Payable Account](docs/user/manual/en/accounts/articles/default-receivable-payable-account) * [Payment Entry for Capital Account](docs/user/manual/en/payment-entry-for-capital-account) * [Book Petty Cash Entry](docs/user/manual/en/petty-cash-entry-in-erpnext) * [Accounting for Bad Debts](docs/user/manual/en/accounting-for-bad-debts) * [Purchase Invoice Account Type Error](docs/user/manual/en/purchase-invoice-account-type-error) * [Book Discount Allowed and Received Separately](docs/user/manual/en/book-discount-allowed-and-received-separately) * [Adding Reference To Journal Entry](docs/user/manual/en/adding-reference-to-journal-entry) * [Invoice Discount in Payment Entry](docs/user/manual/en/adding-reference-to-journal-entry) * [Withdrawing Salary from Owner's Equity Account](docs/user/manual/en/withdrawing-salary-from-owners-equity-account) * [Buy 1 Get 1 Free Pricing Rule](docs/user/manual/en/setting-up-buy-1-get-1-free-pricing-rule) * [Adjusting Without Amount](docs/user/manual/en/adjusting-withhold-amount) * [Post Dated Cheque Entry](docs/user/manual/en/post-dated-cheque-entry) * [Difference Entry](docs/user/manual/en/difference-entry-button) * [Setting Up Taxes](docs/user/manual/en/setting-up-taxes) * [Unreconciled](docs/user/manual/en/unreconciliation) * [Period Closing Voucher](docs/user/manual/en/period-closing-voucher) * [ERPNext QuickBooks Migrator](docs/user/manual/en/quickbooks-migrator) * [Process Statement of Accounts](docs/user/manual/en/process-statement-of-accounts) * [Payment Terms Status Report](docs/user/manual/en/payment_terms_status_report) * [Inter Company Journal Entry](docs/user/manual/en/inter-company-journal-entry) * [Advance in Separate Party Account](docs/user/manual/en/advance-in-separate-party-account) * [Fiscal Year Error](docs/user/manual/en/fiscal-year-error) * [Round Off Account Validation Message](docs/user/manual/en/round-off-account-validation) * [Delete Entries Linked With GL Entries](docs/user/manual/en/delete-entries-linked-with-gl-entries) * [Invoice Rounding Issue](docs/user/manual/en/invoice-rounding-issue) * [Customise Cash Flow Report](docs/user/manual/en/customise-cash-flow-report) * [Export Data for Specific Year or Filter](docs/user/manual/en/export-data-for-specific-year-or-filter) * [Allocating Credit Note and Payment](docs/user/manual/en/allocating-credit-note-and-payment) * [Reconcile Advance Payment to Supplier](docs/user/manual/en/reconcile-advance-payment-made-to-the-supplier) * [Balance in Temporary Account](docs/user/manual/en/balance-in-temporary-account) * [Calculate Freight Taxes](docs/user/manual/en/calculatin-freight-in-taxes-in-erpnext) * [Purpose of Stock Received But Not Billed](docs/user/manual/en/stock-received-but-not-billed) * [Closing Accounting Books](docs/user/manual/en/closing-accounting-books-in-erpnext) ### Buying * [Purchase Invoice for Services](docs/user/manual/en/item-creation-not-required-in-purchase-invoice) * [Debit Note for Price Adjustment](docs/user/manual/en/debit-note-for-price-adjustment) * [Procurement Tracker Report](docs/user/manual/en/procurement-tracker-report) * [Amending Purchase Order After Submit](docs/user/manual/en/amending-purchase-order-after-submit) ### Selling * [Sales Person Target Allocation](docs/user/manual/en/sales-person-target-allocation) * [Change The Rate Of Item in Sales Cycle](docs/user/manual/en/need-to-change-rate-of-items-during-sales-cycle) * [Sales Persons in Sales Transactions](docs/user/manual/en/sales-persons-in-the-sales-transactions) * [Record Commission to Sales Partner](docs/user/manual/en/how-to-give-commission-to-sales-partner) * [Short Close Multiple Orders](docs/user/manual/en/how-to-short-close-multiple-orders-in-erpnext) * [Close Sales Order](docs/user/manual/en/close-sales-order) * [Amending Sales Order After Submit](docs/user/manual/en/amending-sales-order-after-submit) * [Applying A Discount](docs/user/manual/en/applying-discount) * [Request for Raw Materials from Sales Order](docs/user/manual/en/request-for-raw-materials-from-sales-order) * [Party Specific Items](docs/user/manual/en/party_specific_item) * [Setting Company Sales Goal](docs/user/manual/en/setting-company-sales-goal) * [Sales Invoice Without an Item](docs/user/manual/en/strongsales-invoice-without-an-item-strong) * [Drop Ship Between Subsidiary](docs/user/manual/en/assistance-sales-purchase-between-companies) * [Loyalty Points Redemption in POS](docs/user/manual/en/loyalty-points-redemption-in-pos) * [Selling in Different UOM](docs/user/manual/en/Selling-in-different-UOM) ### Assets * [Depreciation Entry](docs/user/manual/en/creating-depreciation-for-item) * [Moving Asset from Stock Item to Fixed Asset Item](docs/user/manual/en/moving-asset-from-stock-item-to-fixed-asset-item) ### CRM * [Automate Lead Creation](docs/user/manual/en/automate_lead_capturing) * [Difference Between Lead, Contact and Customer](docs/user/manual/en/difference_between_lead_contact_and_customer) ### Stock * [Track Items Using Barcode](docs/user/manual/en/track-items-using-barcode) * [Item Valuation Setup and Transactions](docs/user/manual/en/item-valuation-transactions) * [Raw Material Valuation](docs/user/manual/en/valuation-based-on-field-in-bom) * [Return Rejected Items](docs/user/manual/en/sales-return-use-cases) * [Repack Entry](docs/user/manual/en/repack-entry) * [Incoterm and Named Place](docs/user/manual/en/incoterm-and-named-place) * [Quick Stock Balance](docs/user/manual/en/quick-stock-balance) * [Quality Inspection Summary](docs/user/manual/en/quality-inspction-summary) * [Migrate to Perpetual Inventory](docs/user/manual/en/migrate-to-perpetual-inventory) * [FIFO and Moving Average](docs/user/manual/en/calculation-of-valuation-rate-in-fifo-and-moving-average) * [Perpetual Inventory for Non Stock Items](docs/user/manual/en/perpetual-inventory-for-non-stock-item) * [Projected Quantity](docs/user/manual/en/projected-quantity) * [Opening Stock Balance entry for Serialised and Batch Items](docs/user/manual/en/opening-stock-balance-entry-for-serialized-and-batch-item) * [Linking Stock Warehouse and Accounts](docs/user/manual/en/warehouse-ledger-link) * [Maintaining Supplier Item Code in Item Master](docs/user/manual/en/maintaining-suppliers-part-no-in-item) * [Purchasing in Different UOM](docs/user/manual/en/purchasing-in-different-unit) * [Production Scrap Management](docs/user/manual/en/scrap-management) * [Serialised Inventory Tracking](docs/user/manual/en/serialised-inventory-tracking) * [Customer Provided Items](docs/user/manual/en/serialised-inventory-tracking) * [Multiple Finished Goods With Single Raw Material](docs/user/manual/en/how-to-handle-a-scenario-of-1-raw-material-multiple-finish-goods) * [Manufacturing Without Creating BOM](docs/user/manual/en/manufacturing-without-creating-bom) * [Material Consumption](docs/user/manual/en/material_consumption) * [Production Analytics](docs/user/manual/en/production-analytics) * [Open Work Order Report](docs/user/manual/en/open-work-orders) * [Demand Driven Forecasting](docs/user/manual/en/demand-driven-forecasting) * [Product Planning Report](docs/user/manual/en/production-planning-report) * [Downtime Analysis](docs/user/manual/en/downtime-analysis) * [Work Order Consumed Materials](docs/user/manual/en/work-order-consumed-materials) * [Returned Material Against Work Order](docs/user/manual/en/returned_materials_against_work_order) * [Issued Items Against Work Order](docs/user/manual/en/consumed-materials-in-production) * [Material Transfer from Delivery Note and Purchase Receipt](docs/user/manual/en/material-transfer-from-delivery-note) * [Allow Over Delivery / Billing](docs/user/manual/en/allow-over-delivery-billing-against-sales-order-upto-certain-limit) * [Item Codification](docs/user/manual/en/item-codification) ### Project * [Make a Colourful Gantt Chart](docs/user/manual/en/make-a-colorful-gantt-chart) * [Bulk Assign Tasks in Projects](docs/user/manual/en/bulk-assign-tasks-in-a-project) * [Project Profitability Report](docs/user/manual/en/project-profitability-report) * [Project and Managing Expenses](docs/user/manual/en/project-expense-claims) * [Project from Customer Portal](docs/user/manual/en/project-customer-portal) ### Website * [Disable Signup in ERPNext Website](docs/user/manual/en/disable-signup) * [Website Security](docs/user/manual/en/website-security) * [Website Homepage](docs/user/manual/en/website-home-page) * [Website Banner Resizing](docs/user/manual/en/website-banner) * [SEO for ERPNext](docs/user/manual/en/how-to-setup-seo-for-your-website-on-erpnext) * [301 Redirect in ERPNext](docs/user/manual/en/2-step-301-redirect-in-your-erpnext-website) ##### Help Articles pushkar edited 1 week ago × Below is a few help articles which can help you confiture the system as per your requirements. ### System * [Document Versioning](docs/user/manual/en/document-versioning) * [Adding Attachment to Ongoing Messages](docs/user/manual/en/adding-attachments-to-outgoing-messages) * [Copy Pasting Multiple Records](docs/user/manual/en/copy-pasting-multiple-records-from-excel) * [Renaming Documents](docs/user/manual/en/renaming-documents) * [Bulk Rename](docs/user/manual/en/bulk-rename) * [Deleting and restoring Documents](docs/user/manual/en/restore-deleted-docs) * [Deleting Custom Reports](docs/user/manual/en/deleting-custom-reports) * [Restore Deleted Documents](docs/user/manual/en/how-to-restore-deleted-documents-in-erpnext) * [Duplicate Records](docs/user/manual/en/duplicate-record) * [Checking Link Between Documents](docs/user/manual/en/check-link-between-documents) * [Filter Option in Select Field](docs/user/manual/en/filter-options-in-select-field) * [Make Read Only After Saving](docs/user/manual/en/make-read-only-after-saving) * [Automating Assignment](docs/user/manual/en/automating-issue-assignments-to-support-team-in-erpnext) * [Email Error in Sending and Receiving](docs/user/manual/en/email-error) * [Maximum User Limit Issue](docs/user/manual/en/how-to-fix-the-reached-maximum-user-limit-for-your-subscription-issue) * [Perm Level Error](docs/user/manual/en/perm-level-error-in-permission-manager) * [Permission Error Problems](docs/user/manual/en/report-permission-error) * [Using Prepared Report](docs/user/manual/en/prepared-report) * [Emails Are Not Received](docs/user/manual/en/what-if-emails-are-not-being-received-by-the-recipients) * [Maximum Number of Fields in a Form](docs/user/manual/en/maximum-number-of-fields-in-a-form) * [Making Custom Reports](docs/user/manual/en/making-custom-reports) * [Deleting Custom Reports](docs/user/manual/en/deleting-custom-reports) * [Reports Showing Multiple Lines for One Document](docs/user/manual/en/reports-showing-multiple-lines-for-one-document) * [Add Columns in Standard Reports](docs/user/manual/en/how-to-add-columns-in-the-standard-report-and-export) * [Fetch Child Table Values Using Jinja](docs/user/manual/en/fetch-child-table-values-using-jinja-tags) * [Change Custom Field Datatype After Field Creation](docs/user/manual/en/change-custom-field-datatype-after-field-creation) * [Company Wise Naming Series](docs/user/manual/en/company-wise-naming-series) * [Feedback Request Using Web Form](docs/user/manual/en/feedback-request-using-web-form) * [Manage Tree Structure of Masters](docs/user/manual/en/managing-tree-structure-masters) * [Set Default Value for Any Field](docs/user/manual/en/setting-default-values-for-any-field-in-erpnext) * [Set Precision](docs/user/manual/en/set-precision) * [Set Language](docs/user/manual/en/set-language) * [Edit Submitted Documents](docs/user/manual/en/edit-submitted-document) * [Delete Submitted Documents](docs/user/manual/en/delete-submitted-document) * [Set Current Value for Naming series](docs/user/manual/en/naming-series-current-value) * [Easy Steps To Setup Workflow](docs/user/manual/en/easy-steps-to-setup-workflow) * [Tree Master Renaming](docs/user/manual/en/tree-master-renaming) * [Letter Head in Report](docs/user/manual/en/letter-head-in-the-report) * [Sync Doctypes with Events Calendar](docs/user/manual/en/how-to-sync-doc-types-with-calendar) * [User Permissions Based on Hierarchy](docs/user/manual/en/user-permission-based-on-hierarchy) ### Accounting * [Merging Accounts](docs/user/manual/en/merging-accounts) * [Changing Parent Account](docs/user/manual/en/changing-parent-account) * [Freeze an Account](docs/user/manual/en/freeze-account) * [Freeze Accounting Entries](docs/user/manual/en/freeze-accounting-entries) * [Common Receivable Account](docs/user/manual/en/common-receivable-account) * [Sales Return Management](docs/user/manual/en/sales-return-use-cases) * [Delivery From Sales Invoice](docs/user/manual/en/update-stock-option-in-sales-invoice) * [Default Receivable / Payable Account](docs/user/manual/en/accounts/articles/default-receivable-payable-account) * [Payment Entry for Capital Account](docs/user/manual/en/payment-entry-for-capital-account) * [Book Petty Cash Entry](docs/user/manual/en/petty-cash-entry-in-erpnext) * [Accounting for Bad Debts](docs/user/manual/en/accounting-for-bad-debts) * [Purchase Invoice Account Type Error](docs/user/manual/en/purchase-invoice-account-type-error) * [Book Discount Allowed and Received Separately](docs/user/manual/en/book-discount-allowed-and-received-separately) * [Adding Reference To Journal Entry](docs/user/manual/en/adding-reference-to-journal-entry) * [Invoice Discount in Payment Entry](docs/user/manual/en/adding-reference-to-journal-entry) * [Withdrawing Salary from Owner's Equity Account](docs/user/manual/en/withdrawing-salary-from-owners-equity-account) * [Buy 1 Get 1 Free Pricing Rule](docs/user/manual/en/setting-up-buy-1-get-1-free-pricing-rule) * [Adjusting Without Amount](docs/user/manual/en/adjusting-withhold-amount) * [Post Dated Cheque Entry](docs/user/manual/en/post-dated-cheque-entry) * [Difference Entry](docs/user/manual/en/difference-entry-button) * [Setting Up Taxes](docs/user/manual/en/setting-up-taxes) * [Unreconciled](docs/user/manual/en/unreconciliation) * [Period Closing Voucher](docs/user/manual/en/period-closing-voucher) * [ERPNext QuickBooks Migrator](docs/user/manual/en/quickbooks-migrator) * [Process Statement of Accounts](docs/user/manual/en/process-statement-of-accounts) * [Payment Terms Status Report](docs/user/manual/en/payment_terms_status_report) * [Inter Company Journal Entry](docs/user/manual/en/inter-company-journal-entry) * [Advance in Separate Party Account](docs/user/manual/en/advance-in-separate-party-account) * [Fiscal Year Error](docs/user/manual/en/fiscal-year-error) * [Round Off Account Validation Message](docs/user/manual/en/round-off-account-validation) * [Delete Entries Linked With GL Entries](docs/user/manual/en/delete-entries-linked-with-gl-entries) * [Invoice Rounding Issue](docs/user/manual/en/invoice-rounding-issue) * [Customise Cash Flow Report](docs/user/manual/en/customise-cash-flow-report) * [Export Data for Specific Year or Filter](docs/user/manual/en/export-data-for-specific-year-or-filter) * [Allocating Credit Note and Payment](docs/user/manual/en/allocating-credit-note-and-payment) * [Reconcile Advance Payment to Supplier](docs/user/manual/en/reconcile-advance-payment-made-to-the-supplier) * [Balance in Temporary Account](docs/user/manual/en/balance-in-temporary-account) * [Calculate Freight Taxes](docs/user/manual/en/calculatin-freight-in-taxes-in-erpnext) * [Purpose of Stock Received But Not Billed](docs/user/manual/en/stock-received-but-not-billed) * [Closing Accounting Books](docs/user/manual/en/closing-accounting-books-in-erpnext) ### Buying * [Purchase Invoice for Services](docs/user/manual/en/item-creation-not-required-in-purchase-invoice) * [Debit Note for Price Adjustment](docs/user/manual/en/debit-note-for-price-adjustment) * [Procurement Tracker Report](docs/user/manual/en/procurement-tracker-report) * [Amending Purchase Order After Submit](docs/user/manual/en/amending-purchase-order-after-submit) ### Selling * [Change The Rate Of Item in Sales Cycle](docs/user/manual/en/need-to-change-rate-of-items-during-sales-cycle) * [Sales Persons in Sales Transactions](docs/user/manual/en/sales-persons-in-the-sales-transactions) * [Record Commission to Sales Partner](docs/user/manual/en/how-to-give-commission-to-sales-partner) * [Short Close Multiple Orders](docs/user/manual/en/how-to-short-close-multiple-orders-in-erpnext) * [Close Sales Order](docs/user/manual/en/close-sales-order) * [Amending Sales Order After Submit](docs/user/manual/en/amending-sales-order-after-submit) * [Applying A Discount](docs/user/manual/en/applying-discount) * [Request for Raw Materials from Sales Order](docs/user/manual/en/request-for-raw-materials-from-sales-order) * [Party Specific Items](docs/user/manual/en/party_specific_item) * [Setting Company Sales Goal](docs/user/manual/en/setting-company-sales-goal) * [Sales Invoice Without an Item](docs/user/manual/en/strongsales-invoice-without-an-item-strong) * [Drop Ship Between Subsidiary](docs/user/manual/en/assistance-sales-purchase-between-companies) * [Loyalty Points Redemption in POS](docs/user/manual/en/loyalty-points-redemption-in-pos) * [Selling in Different UOM](docs/user/manual/en/Selling-in-different-UOM) ### Assets * [Depreciation Entry](docs/user/manual/en/creating-depreciation-for-item) * [Moving Asset from Stock Item to Fixed Asset Item](docs/user/manual/en/moving-asset-from-stock-item-to-fixed-asset-item) ### CRM * [Automate Lead Creation](docs/user/manual/en/automate_lead_capturing) * [Difference Between Lead, Contact and Customer](docs/user/manual/en/difference_between_lead_contact_and_customer) ### Stock * [Track Items Using Barcode](docs/user/manual/en/track-items-using-barcode) * [Item Valuation Setup and Transactions](docs/user/manual/en/item-valuation-transactions) * [Raw Material Valuation](docs/user/manual/en/valuation-based-on-field-in-bom) * [Return Rejected Items](docs/user/manual/en/sales-return-use-cases) * [Repack Entry](docs/user/manual/en/repack-entry) * [Incoterm and Named Place](docs/user/manual/en/incoterm-and-named-place) * [Quick Stock Balance](docs/user/manual/en/quick-stock-balance) * [Quality Inspection Summary](docs/user/manual/en/quality-inspction-summary) * [Migrate to Perpetual Inventory](docs/user/manual/en/migrate-to-perpetual-inventory) * [FIFO and Moving Average](docs/user/manual/en/calculation-of-valuation-rate-in-fifo-and-moving-average) * [Perpetual Inventory for Non Stock Items](docs/user/manual/en/perpetual-inventory-for-non-stock-item) * [Projected Quantity](docs/user/manual/en/projected-quantity) * [Opening Stock Balance entry for Serialised and Batch Items](docs/user/manual/en/opening-stock-balance-entry-for-serialized-and-batch-item) * [Linking Stock Warehouse and Accounts](docs/user/manual/en/warehouse-ledger-link) * [Maintaining Supplier Item Code in Item Master](docs/user/manual/en/maintaining-suppliers-part-no-in-item) * [Purchasing in Different UOM](docs/user/manual/en/purchasing-in-different-unit) * [Production Scrap Management](docs/user/manual/en/scrap-management) * [Serialised Inventory Tracking](docs/user/manual/en/serialised-inventory-tracking) * [Customer Provided Items](docs/user/manual/en/serialised-inventory-tracking) * [Multiple Finished Goods With Single Raw Material](docs/user/manual/en/how-to-handle-a-scenario-of-1-raw-material-multiple-finish-goods) * [Manufacturing Without Creating BOM](docs/user/manual/en/manufacturing-without-creating-bom) * [Material Consumption](docs/user/manual/en/material_consumption) * [Production Analytics](docs/user/manual/en/production-analytics) * [Open Work Order Report](docs/user/manual/en/open-work-orders) * [Demand Driven Forecasting](docs/user/manual/en/demand-driven-forecasting) * [Product Planning Report](docs/user/manual/en/production-planning-report) * [Downtime Analysis](docs/user/manual/en/downtime-analysis) * [Work Order Consumed Materials](docs/user/manual/en/work-order-consumed-materials) * [Returned Material Against Work Order](docs/user/manual/en/returned_materials_against_work_order) * [Issued Items Against Work Order](docs/user/manual/en/consumed-materials-in-production) * [Material Transfer from Delivery Note and Purchase Receipt](docs/user/manual/en/material-transfer-from-delivery-note) * [Allow Over Delivery / Billing](docs/user/manual/en/allow-over-delivery-billing-against-sales-order-upto-certain-limit) * [Item Codification](docs/user/manual/en/item-codification) ### Project * [Make a Colourful Gantt Chart](docs/user/manual/en/make-a-colorful-gantt-chart) * [Bulk Assign Tasks in Projects](docs/user/manual/en/bulk-assign-tasks-in-a-project) * [Project Profitability Report](docs/user/manual/en/project-profitability-report) * [Project and Managing Expenses](docs/user/manual/en/project-expense-claims) * [Project from Customer Portal](docs/user/manual/en/project-customer-portal) ### Website * [Disable Signup in ERPNext Website](docs/user/manual/en/disable-signup) * [Website Security](docs/user/manual/en/website-security) * [Website Homepage](docs/user/manual/en/website-home-page) * [Website Banner Resizing](docs/user/manual/en/website-banner) * [SEO for ERPNext](docs/user/manual/en/how-to-setup-seo-for-your-website-on-erpnext) * [301 Redirect in ERPNext](docs/user/manual/en/2-step-301-redirect-in-your-erpnext-website) Previous Next ##### Page Settings × Route docs/ Hide on Sidebar Update