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Rushabh Mehta edited this page Feb 20, 2015
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- setting up your business
- locations
- territories
- warehouses
- item groups
- customer groups
- employees
- hr setup
- leave types
- holidays
- payroll
- setting up masters
- items
- customers
- suppliers
- chart of accounts
- taxes and charges
- bill of materials
- printing section
- letter head
- print heading
- terms and conditions
- print formats
- opening accounts and stock
- inventory setup in main setup?
- email setup
- permissions
- user permissions
- role permissions
- share
- roles
- assignment
- attachments
- commenting
- workflow
- emailing
- calendar
- tagging
- star
- sharing
- messaging
- lead
- capturing leads (via contact us, inbound email)
- opportunity
- mailer
- newsletter
-
sections
- naming
- separate taxes section
- adding items section
- discount
- terms
- uom conversion
- multiple currencies
-
quotation
-
sales order
- serialized
- batched
- valuation
- returns
- accounting of stock
- remove migration
- perpetual inventory
- opening
- payments
- chart of accounts
- budgeting and cost center
- advance
- credit limit
- journal entries
- opening
- closing
- taxes (input tax and set-off)
- bom
- new version (duplicate)
- deactivate
- production planning tool
- production order
- submit
- transfer for manufacture
- manufacture
- update time
- stock movement
- time logs
- capacity planning
- design change request
- tasks (remove milestones)
- cost centers & budgeting
- time logs
- billing time - time logs to invoice
- adding users to projects
- employee master
- setting up payroll
- leave management
- expense
- correspondance
- offer letter
-
issue
-
warranty claim
-
maintenance
-
maintenance schedule
-
maintenance visit
- blog
- web pages
- product catalog - item and item groups
- shopping cart setup
- price lists
- shipping
- web forms
- scripts
- forms (custom doctype)
- fields
- reports
- print formats
- hide modules