Skip to content

Commit

Permalink
Improve manual
Browse files Browse the repository at this point in the history 
Improve manual.
  • Loading branch information
@rafa62
rafa62 committed May 8, 2018
1 parent 62c7a5f commit cfce654
Show file tree
Hide file tree
Showing 3 changed files with 128 additions and 20 deletions.
2 changes: 1 addition & 1 deletion doc/Manual/ManualContracts.html
View file
@@ -1,6 +1,6 @@
<h1><a id="Contracts">Contract Costing</a></h1>

<h2>Overview</h2>
<h2><a id="Overview">Overview</a></h2>

<p>The Contracts module allows for construction of costings for specific customer projects where a bill of materials to be taken from inventory for the contract can be defined, together with a costed list of other requirements. By entering a gross profit percentage figure a price can then be arrived at to charge the customer. The contract can then be converted to a quotation. While the contract is at the quotation stage it is possible to modify the stock components and other requirements - the quotation will be updated with the new costing on commital. The quotation can then be resubmitted to the customer.</p>

Expand Down
41 changes: 22 additions & 19 deletions doc/Manual/ManualOutline.php
View file
Expand Up @@ -135,12 +135,6 @@
'Salesperson code',
'Salesperson name, telephone and fax numbers',
'Salesperson commission rates and breakpoint'),
'Currencies' => array('Currencies',
'Currency abbreviation',
'Currency name',
'Country of currency',
'Hunredths name',
'Exchange rates'),
'SalesTypes' => array('Sales types/price lists',
'Sales type code',
'Sales type description'),
Expand All @@ -153,13 +147,6 @@
'Status code',
'Status description',
'Disallow invoices'),
'Tax' => array('Tax',
'Tax calculations',
'Overview',
'Setting up taxes',
'Sales only within one Tax Authority example - 2 Tax levels:',
'Sales only within one Tax Authority example - 3 Tax Levels:',
'Sales within two Tax Authorities example - 3 tax levels:'),
'Prices' => array('Prices and Discounts',
'Pricing overview',
'Maintaining prices',
Expand Down Expand Up @@ -205,7 +192,10 @@
'Quotations',
'Recurring orders',
'Counter sales - entering sales directly',
'Managing discounts by product group and customer group (Matrix)'),
'Managing discounts by product group and customer group (Matrix)'),
'Sales' => array('Picking Lists',
'Generate/Print Picking Lists',
'Maintain Picking Lists'),
'PurchaseOrdering' => array('Purchase ordering',
'Overview',
'Purchase orders',
Expand Down Expand Up @@ -235,7 +225,7 @@
'Work order receipts',
'Work order issues',
'Closing work orders'),
'QualityAssurance' =>array('Quality Assurance',
'QualityAssurance' => array('Quality Assurance',
'Overview',
'Tests Maintenance',
'Product Specifications',
Expand Down Expand Up @@ -264,13 +254,29 @@
'EDI',
'EDI setup',
'Sending EDI Invoices'),
'PettyCash' => array('Petty cash management system',
'Overview',
'Setup general parameters'),
'FixedAssets' => array('Fixed Assets Manager',
'Fixed assets overview',
'Creating a fixed asset',
'Selecting fixed assets',
'Depreciation run',
'Fixed asset schedule',
'Maintenance tasks'),
'Currencies' => array('Currencies',
'Currency abbreviation',
'Currency name',
'Country of currency',
'Hunredths name',
'Exchange rates'),
'Tax' => array('Tax',
'Tax calculations',
'Overview',
'Setting up taxes',
'Sales only within one Tax Authority example - 2 Tax levels:',
'Sales only within one Tax Authority example - 3 Tax Levels:',
'Sales within two Tax Authorities example - 3 tax levels:'),
'ReportBuilder' => array('SQL Report Writer',
'Report writer introduction',
'Reports administration',
Expand All @@ -282,9 +288,6 @@
'Creating a new report - specifying fields to retrieve',
'Creating a new report - entering and arranging criteria',
'Viewing reports'),
'PettyCash' => array('Petty cash management system',
'Overview',
'Setup general parameters'),
'Multilanguage' => array('Multilanguage',
'Introduction to multilanguage',
'Rebuild the system default language file',
Expand Down Expand Up @@ -331,4 +334,4 @@
)
);

?>
?>
105 changes: 105 additions & 0 deletions doc/Manual/ManualSales.html
View file
@@ -0,0 +1,105 @@
<h1><a id="Sales">Sales</a></h1>

<div class="floatright"><a class="minitext" href="#top">⬆ Top</a></div>
<h2>Transactions</h2>

<h3><a id="SelectOrderItems">New Sales Order or Quotation</a></h3>
<p>This script allows you the entry of sales order items with both quick entry and part search functions. See: <a href="ManualContents.php?ViewTopic=SalesOrders#SalesOrderEntry">Entry of Sales Orders</a>.</p>
<!--p>TO DO: input data description.</p-->

<h3><a id="CounterSales">Enter Counter Sales</a></h3>
<p>This script allows sales to be entered against a cash sale customer account defined in the users location record. See: <a href="ManualContents.php?ViewTopic=SalesOrders#SalesOrderCounterSales">Entry of Cash Sales Directly - Counter Sales</a>.</p>
<!--p>TO DO: input data description.</p-->

<h3><a id="CounterReturns">Enter Counter Returns</a></h3>
<p>This script allows credits and refunds from the default Counter Sale account for an inventory location. See: <a href="ManualContents.php?ViewTopic=SalesOrders#CounterReturns">Counter Returns</a>.</p>
<!--p>TO DO: input data description.</p-->

<h3><a id="GeneratePickingList">Generate/Print Picking Lists</a></h3>
<p>This script allows you to generate a picking list.</p>
<!--p>TO DO: input data description.</p-->

<h3><a id="SelectSalesOrder">Outstanding Sales Orders/Quotations</a></h3>
<p>This script allows you to ... See: <a href="ManualContents.php?ViewTopic=SalesOrders#SelectSalesOrder">Selecting an Outstanding Sales Order</a>.</p>
<!--p>TO DO: input data description.</p-->

<h3><a id="SpecialOrder">Special Order</a></h3>
<p>This script allows you to ...</p>
<!--p>TO DO: input data description.</p-->

<h3><a id="SelectRecurringSalesOrder">Recurring Order Template</a></h3>
<p>This script allows you to ... See: <a href="ManualContents.php?ViewTopic=SalesOrders#RecurringSalesOrders">Recurring Sales Orders</a>.</p>
<!--p>TO DO: input data description.</p-->

<h3><a id="RecurringSalesOrdersProcess">Process Recurring Orders</a></h3>
<p>This script allows you to ... See: <a href="ManualContents.php?ViewTopic=SalesOrders#RecurringSalesOrders">Recurring Sales Orders</a>.</p>
<!--p>TO DO: input data description.</p-->
<!--BEGIN: Developer messages:
/* Need to allow this script to run from Cron or windows scheduler */
/* Get this puppy to run from cron (cd webERP && php -f RecurringSalesOrdersProcess.php "weberpdemo") or direct URL (RecurringSalesOrdersProcess.php?Database=weberpdemo) */
END: Developer messages.-->

<h3><a id="SelectPickingLists">Maintain Picking Lists</a></h3>
<p>This script allows you to select a picking list.</p>
<!--p>TO DO: input data description.</p-->

<div class="floatright"><a class="minitext" href="#top">⬆ Top</a></div>

<h2>Inquiries and Reports</h2>
<p>The webERP Sales module has the following inquiries and reports:</p>

• Sales Order Inquiry

• Print Price Lists

• Order Status Report

• Orders Invoiced Reports

• Daily Sales Inquiry

• Sales By Sales Type Inquiry

• Sales By Category Inquiry

• Sales By Category By Item Inquiry

• Sales Analysis Reports

• Sales Graphs

• Top Sellers Inquiry

• Order Delivery Differences Report

• Delivery In Full On Time (DIFOT) Report

• Sales Order Detail Or Summary Inquiries

• Top Sales Items Inquiry

• Top Customers Inquiry

• Worst Sales Items Report

• Sales With Low Gross Profit Report

• Sell Through Support Claims Report

<div class="floatright"><a class="minitext" href="#top">⬆ Top</a></div>
<h2>Maintenance</h2>

<h3><a id="CreateContract">Create Contract</a></h3>
<p>See: <a href="ManualContents.php?ViewTopic=Contracts#Overview">Contract Costing Overview</a>.</p>
<p>This script allows you to ... See: <a href="ManualContents.php?ViewTopic=Contracts#CreateContract">Creating a New Contract</a>.</p>
<!--p>TO DO: input data description.</p-->

<h3><a id="SelectContract">Select Contract</a></h3>
<p>See: <a href="ManualContents.php?ViewTopic=Contracts#Overview">Contract Costing Overview</a>.</p>
<p>This script allows you to ... See: <a href="ManualContents.php?ViewTopic=Contracts#SelectContract">Selecting A Contract</a>.</p>
<!--p>TO DO: input data description.</p-->

<h3><a id="xxx">Sell Through Support Deals</a></h3>
<p>This script allows you to ...</p>
<!--p>TO DO: input data description.</p-->

0 comments on commit cfce654

Please sign in to comment.