Jannat Patel
3 years ago
14 changed files with 427 additions and 10 deletions
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{ |
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"creation": "2021-11-23 10:44:13.185982", |
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"docstatus": 0, |
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"doctype": "Form Tour", |
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"idx": 0, |
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"is_standard": 1, |
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"modified": "2021-11-23 10:54:09.602358", |
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"modified_by": "Administrator", |
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"module": "Selling", |
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"name": "Customer", |
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"owner": "Administrator", |
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"reference_doctype": "Customer", |
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"save_on_complete": 1, |
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"steps": [ |
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{ |
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"description": "Enter the Full Name of the Customer", |
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"field": "", |
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"fieldname": "customer_name", |
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"fieldtype": "Data", |
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"has_next_condition": 0, |
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"is_table_field": 0, |
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"label": "Full Name", |
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"parent_field": "", |
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"position": "Left", |
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"title": "Full Name" |
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} |
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], |
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"title": "Customer" |
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} |
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{ |
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"creation": "2021-11-23 12:00:36.138824", |
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"docstatus": 0, |
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"doctype": "Form Tour", |
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"idx": 0, |
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"is_standard": 1, |
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"modified": "2021-11-23 12:02:48.010298", |
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"modified_by": "Administrator", |
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"module": "Selling", |
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"name": "Quotation", |
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"owner": "Administrator", |
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"reference_doctype": "Quotation", |
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"save_on_complete": 1, |
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"steps": [ |
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{ |
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"description": "Select a customer or lead for whom this quotation is being prepared. Let's select a Customer.", |
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"field": "", |
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"fieldname": "quotation_to", |
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"fieldtype": "Link", |
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"has_next_condition": 0, |
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"is_table_field": 0, |
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"label": "Quotation To", |
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"parent_field": "", |
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"position": "Right", |
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"title": "Quotation To" |
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}, |
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{ |
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"description": "Select a specific Customer to whom this quotation will be sent.", |
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"field": "", |
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"fieldname": "party_name", |
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"fieldtype": "Dynamic Link", |
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"has_next_condition": 0, |
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"is_table_field": 0, |
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"label": "Party", |
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"parent_field": "", |
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"position": "Right", |
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"title": "Party" |
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}, |
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{ |
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"child_doctype": "Quotation Item", |
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"description": "Select an item for which you will be quoting a price.", |
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"field": "", |
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"fieldname": "items", |
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"fieldtype": "Table", |
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"has_next_condition": 0, |
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"is_table_field": 0, |
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"label": "Items", |
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"parent_field": "", |
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"parent_fieldname": "items", |
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"position": "Bottom", |
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"title": "Items" |
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}, |
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{ |
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"description": "You can select pre-populated Sales Taxes and Charges from here.", |
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"field": "", |
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"fieldname": "taxes", |
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"fieldtype": "Table", |
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"has_next_condition": 0, |
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"is_table_field": 0, |
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"label": "Sales Taxes and Charges", |
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"parent_field": "", |
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"position": "Bottom", |
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"title": "Sales Taxes and Charges" |
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} |
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], |
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"title": "Quotation" |
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} |
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{ |
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"creation": "2021-11-24 10:17:18.534917", |
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"docstatus": 0, |
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"doctype": "Form Tour", |
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"first_document": 1, |
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"idx": 0, |
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"include_name_field": 0, |
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"is_standard": 1, |
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"modified": "2021-11-24 15:38:21.026582", |
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"modified_by": "Administrator", |
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"module": "Setup", |
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"name": "Company", |
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"owner": "Administrator", |
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"reference_doctype": "Company", |
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"save_on_complete": 0, |
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"steps": [ |
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{ |
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"description": "This is the default currency for this company.", |
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"field": "", |
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"fieldname": "default_currency", |
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"fieldtype": "Link", |
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"has_next_condition": 0, |
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"is_table_field": 0, |
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"label": "Default Currency", |
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"parent_field": "", |
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"position": "Right", |
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"title": "Default Currency" |
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}, |
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{ |
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"description": "Here, you can add multiple addresses of the company", |
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"field": "", |
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"fieldname": "company_info", |
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"fieldtype": "Section Break", |
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"has_next_condition": 0, |
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"is_table_field": 0, |
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"label": "Address & Contact", |
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"parent_field": "", |
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"position": "Top", |
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"title": "Address & Contact" |
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}, |
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{ |
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"description": "Here, you can set default Accounts, which will ease the creation of accounting entries.", |
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"field": "", |
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"fieldname": "default_settings", |
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"fieldtype": "Section Break", |
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"has_next_condition": 0, |
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"is_table_field": 0, |
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"label": "Accounts Settings", |
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"parent_field": "", |
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"position": "Top", |
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"title": "Accounts Settings" |
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}, |
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{ |
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"description": "This setting is recommended if you wish to track the real-time stock balance in your books of account. This will allow the creation of a General Ledger entry for every stock transaction.", |
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"field": "", |
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"fieldname": "enable_perpetual_inventory", |
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"fieldtype": "Check", |
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"has_next_condition": 0, |
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"is_table_field": 0, |
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"label": "Enable Perpetual Inventory", |
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"parent_field": "", |
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"position": "Right", |
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"title": "Enable Perpetual Inventory" |
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} |
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], |
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"title": "Company" |
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} |
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{ |
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"allow_roles": [ |
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{ |
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"role": "Accounts Manager" |
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}, |
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{ |
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"role": "Stock Manager" |
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}, |
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{ |
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"role": "Sales Manager" |
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}, |
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{ |
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"role": "Purchase Manager" |
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}, |
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{ |
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"role": "Manufacturing Manager" |
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}, |
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{ |
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"role": "Item Manager" |
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} |
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], |
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"creation": "2021-11-22 12:19:15.888642", |
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"docstatus": 0, |
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"doctype": "Module Onboarding", |
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"documentation_url": "https://docs.erpnext.com/docs/v13/user/manual/en/setting-up/company-setup", |
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"idx": 0, |
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"is_complete": 0, |
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"modified": "2021-11-24 16:40:15.154081", |
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"modified_by": "Administrator", |
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"module": "Setup", |
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"name": "Home", |
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"owner": "Administrator", |
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"steps": [ |
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{ |
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"step": "Company Set Up" |
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}, |
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{ |
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"step": "Create an Item" |
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}, |
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{ |
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"step": "Create a Customer" |
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}, |
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{ |
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"step": "Create a Supplier" |
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}, |
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{ |
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"step": "Navigation Help" |
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}, |
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{ |
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"step": "Data import" |
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}, |
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{ |
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"step": "Create a Quotation" |
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}, |
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{ |
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"step": "Letterhead" |
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} |
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], |
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"subtitle": "Company, Item, Customer, Supplier, Navigation Help, Data Import, Letter Head, Quotation", |
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"success_message": "Masters are all set up!", |
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"title": "Let's Set Up Some Masters" |
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} |
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{ |
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"action": "Create Entry", |
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"action_label": "Let's create a Company", |
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"creation": "2021-11-22 11:55:48.931427", |
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"description": "# Set Up a Company\n\nA company is a legal entity for which you will set up your books of account and create accounting transactions. In ERPNext, you can create multiple companies, and establish relationships (group/subsidiary) among them.\n\nWithin the company master, you can capture various default accounts for that Company and set crucial settings related to the accounting methodology followed for a company.\n", |
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"docstatus": 0, |
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"doctype": "Onboarding Step", |
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"idx": 0, |
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"is_complete": 0, |
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"is_single": 0, |
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"is_skipped": 0, |
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"modified": "2021-11-24 15:41:01.620963", |
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"modified_by": "Administrator", |
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"name": "Company Set Up", |
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"owner": "Administrator", |
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"reference_document": "Company", |
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"show_form_tour": 1, |
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"show_full_form": 1, |
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"title": "Set Up a Company", |
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"validate_action": 1 |
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} |
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{ |
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"action": "Create Entry", |
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"action_label": "Let\u2019s create your first Customer", |
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"creation": "2020-05-14 17:46:41.831517", |
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"description": "The Customer master is at the heart of your sales transactions. Customers are linked in Quotations, Sales Orders, Invoices, and Payments. Customers can be either numbered or identified by name (you would typically do this based on the number of customers you have).\n\nThrough Customer\u2019s master, you can effectively track essentials like:\n - Customer\u2019s multiple address and contacts\n - Account Receivables\n - Credit Limit and Credit Period\n", |
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"docstatus": 0, |
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"doctype": "Onboarding Step", |
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"idx": 0, |
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"is_complete": 0, |
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"is_single": 0, |
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"is_skipped": 0, |
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"modified": "2021-11-24 15:52:20.882675", |
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"modified_by": "Administrator", |
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"name": "Create a Customer", |
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"owner": "Administrator", |
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"reference_document": "Customer", |
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"show_form_tour": 0, |
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"show_full_form": 0, |
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"title": "Manage Customers", |
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"validate_action": 1 |
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} |
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{ |
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"action": "Create Entry", |
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"action_label": "Let\u2019s create your first Quotation", |
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"creation": "2020-06-01 13:34:58.958641", |
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"description": "# Quotation\n\nLet\u2019s get started with business transactions by creating your first Quotation. You can create a Quotation for an existing customer or a prospect. It will be an approved document, with items you sell and the proposed price + taxes applied. After completing the instructions, you will get a Quotation in a ready to share print format.", |
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"docstatus": 0, |
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"doctype": "Onboarding Step", |
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"idx": 0, |
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"is_complete": 0, |
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"is_single": 0, |
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"is_skipped": 0, |
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"modified": "2021-11-24 15:55:28.950596", |
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"modified_by": "Administrator", |
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"name": "Create a Quotation", |
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"owner": "Administrator", |
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"reference_document": "Quotation", |
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"show_form_tour": 1, |
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"show_full_form": 1, |
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"title": "Create your first Quotation", |
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"validate_action": 1 |
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} |
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{ |
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"action": "Create Entry", |
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"action_label": "Let\u2019s create your first Supplier", |
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"creation": "2020-05-14 22:09:10.043554", |
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"description": "# Supplier\n\nAlso known as Vendor, is a master at the center of your purchase transactions. Suppliers are linked in Request for Quotation, Purchase Orders, Receipts, and Payments. Suppliers can be either numbered or identified by name.\n\nThrough Supplier\u2019s master, you can effectively track essentials like:\n - Supplier\u2019s multiple address and contacts\n - Account Receivables\n - Credit Limit and Credit Period\n", |
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"docstatus": 0, |
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"doctype": "Onboarding Step", |
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"idx": 0, |
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"is_complete": 0, |
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"is_single": 0, |
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"is_skipped": 0, |
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"modified": "2021-11-24 15:52:36.656949", |
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"modified_by": "Administrator", |
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"name": "Create a Supplier", |
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"owner": "Administrator", |
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"reference_document": "Supplier", |
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"show_form_tour": 0, |
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"show_full_form": 0, |
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"title": "Manage Suppliers", |
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"validate_action": 1 |
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} |
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{ |
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"action": "Create Entry", |
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"action_label": "Create a new Item", |
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"creation": "2021-05-17 13:47:18.515052", |
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"description": "Item is a product, of a or service offered by your company, or something you buy as a part of your supplies or raw materials.\n\nItems are integral to everything you do in ERPNext - from billing, purchasing to managing inventory. Everything you buy or sell, whether it is a physical product or a service is an Item. Items can be stock, non-stock, variants, serialized, batched, assets etc.\n", |
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"docstatus": 0, |
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"doctype": "Onboarding Step", |
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"idx": 0, |
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"intro_video_url": "", |
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"is_complete": 0, |
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"is_single": 0, |
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"is_skipped": 0, |
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"modified": "2021-11-24 15:51:21.446969", |
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"modified_by": "Administrator", |
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"name": "Create an Item", |
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"owner": "Administrator", |
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"reference_document": "Item", |
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"show_form_tour": 1, |
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"show_full_form": 1, |
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"title": "Manage Items", |
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"validate_action": 1 |
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} |
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{ |
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"action": "Watch Video", |
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"action_label": "Learn more about data migration", |
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"creation": "2021-05-19 05:29:16.809610", |
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"description": "# Import Data from Spreadsheet\n\nIn ERPNext, you can easily migrate your historical data using spreadsheets. You can use it for migrating not just masters (like Customer, Supplier, Items), but also for transactions like (outstanding invoices, opening stock and accounting entries, etc). If you are migrating from [Tally](https://tallysolutions.com/) or [Quickbooks](https://quickbooks.intuit.com/in/), we got special migration tools for you.", |
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"docstatus": 0, |
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"doctype": "Onboarding Step", |
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"idx": 0, |
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"is_complete": 0, |
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"is_single": 0, |
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"is_skipped": 0, |
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"modified": "2021-11-24 15:54:37.622063", |
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"modified_by": "Administrator", |
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"name": "Data import", |
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"owner": "Administrator", |
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"show_form_tour": 0, |
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"show_full_form": 0, |
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"title": "Import Data from Spreadsheet", |
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"validate_action": 1, |
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"video_url": "https://youtu.be/DQyqeurPI64" |
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} |
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{ |
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"action": "Create Entry", |
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"action_label": "Let\u2019s setup your first Letter Head", |
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"creation": "2021-11-22 12:36:34.583783", |
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"description": "# Letter Head\n\nA Letter Head contains your organization's name, logo, address, etc which appears at the header and footer portion in documents. You can learn more about Setting up Letter Head in ERPNext here.\n", |
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"docstatus": 0, |
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"doctype": "Onboarding Step", |
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"idx": 0, |
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"is_complete": 0, |
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"is_single": 0, |
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"is_skipped": 0, |
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"modified": "2021-11-24 16:19:25.379798", |
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"modified_by": "Administrator", |
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"name": "Letterhead", |
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"owner": "Administrator", |
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"reference_document": "Letter Head", |
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"show_form_tour": 1, |
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"show_full_form": 1, |
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"title": "Setup Your Letterhead", |
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"validate_action": 1 |
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} |
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{ |
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"action": "Watch Video", |
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"action_label": "Learn about Navigation options", |
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"creation": "2021-11-22 12:09:52.233872", |
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"description": "Ease of navigating and browsing around the ERPNext is one of our core strengths. In the following video, you will learn how to reach a specific feature in ERPNext via module page or awesome bar\u2019s shortcut.\n", |
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"docstatus": 0, |
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"doctype": "Onboarding Step", |
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"idx": 0, |
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"is_complete": 0, |
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"is_single": 0, |
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"is_skipped": 0, |
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"modified": "2021-11-24 15:52:40.641949", |
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"modified_by": "Administrator", |
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"name": "Navigation Help", |
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"owner": "Administrator", |
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"show_form_tour": 0, |
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"show_full_form": 0, |
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"title": "How to Navigate in ERPNext", |
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"validate_action": 1, |
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"video_url": "https://youtu.be/j60xyNFqX_A" |
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} |
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