2015-02-24 06:54:53 +00:00
|
|
|
from __future__ import unicode_literals
|
2014-03-03 09:35:28 +00:00
|
|
|
from frappe import _
|
|
|
|
|
2014-05-08 06:13:18 +00:00
|
|
|
def get_data():
|
|
|
|
return [
|
|
|
|
{
|
2016-03-08 12:36:21 +00:00
|
|
|
"label": _("Sales"),
|
2016-12-07 05:38:48 +00:00
|
|
|
"icon": "fa fa-star",
|
2014-05-08 06:13:18 +00:00
|
|
|
"items": [
|
2019-02-06 11:32:41 +00:00
|
|
|
{
|
|
|
|
"type": "doctype",
|
|
|
|
"name": "Customer",
|
2019-05-13 09:29:19 +00:00
|
|
|
"description": _("Customer Database."),
|
2019-02-06 11:32:41 +00:00
|
|
|
"onboard": 1,
|
|
|
|
},
|
2014-05-08 06:13:18 +00:00
|
|
|
{
|
|
|
|
"type": "doctype",
|
|
|
|
"name": "Quotation",
|
|
|
|
"description": _("Quotes to Leads or Customers."),
|
2019-02-06 11:32:41 +00:00
|
|
|
"onboard": 1,
|
|
|
|
"dependencies": ["Item", "Customer"],
|
2014-05-08 06:13:18 +00:00
|
|
|
},
|
|
|
|
{
|
|
|
|
"type": "doctype",
|
|
|
|
"name": "Sales Order",
|
|
|
|
"description": _("Confirmed orders from Customers."),
|
2019-02-06 11:32:41 +00:00
|
|
|
"onboard": 1,
|
|
|
|
"dependencies": ["Item", "Customer"],
|
2014-05-08 06:13:18 +00:00
|
|
|
},
|
2019-04-04 06:08:42 +00:00
|
|
|
{
|
|
|
|
"type": "doctype",
|
|
|
|
"name": "Sales Invoice",
|
|
|
|
"description": _("Invoices for Costumers."),
|
|
|
|
"onboard": 1,
|
|
|
|
"dependencies": ["Item", "Customer"],
|
|
|
|
},
|
2019-05-13 09:29:19 +00:00
|
|
|
{
|
|
|
|
"type": "doctype",
|
|
|
|
"name": "Blanket Order",
|
|
|
|
"description": _("Blanket Orders from Costumers."),
|
|
|
|
"onboard": 1,
|
|
|
|
"dependencies": ["Item", "Customer"],
|
|
|
|
},
|
2016-03-08 12:36:21 +00:00
|
|
|
{
|
|
|
|
"type": "doctype",
|
2019-02-06 11:32:41 +00:00
|
|
|
"name": "Sales Partner",
|
|
|
|
"description": _("Manage Sales Partners."),
|
|
|
|
"dependencies": ["Item"],
|
2016-03-08 12:36:21 +00:00
|
|
|
},
|
|
|
|
{
|
2016-07-05 12:32:38 +00:00
|
|
|
"type": "doctype",
|
2019-02-06 11:32:41 +00:00
|
|
|
"label": _("Sales Person"),
|
|
|
|
"name": "Sales Person",
|
2016-12-07 05:38:48 +00:00
|
|
|
"icon": "fa fa-sitemap",
|
2019-02-06 11:32:41 +00:00
|
|
|
"link": "Tree/Sales Person",
|
|
|
|
"description": _("Manage Sales Person Tree."),
|
|
|
|
"dependencies": ["Item", "Customer"],
|
2016-03-08 12:36:21 +00:00
|
|
|
},
|
2014-05-08 06:13:18 +00:00
|
|
|
{
|
2019-02-06 11:32:41 +00:00
|
|
|
"type": "report",
|
|
|
|
"is_query_report": True,
|
|
|
|
"name": "Territory Target Variance (Item Group-Wise)",
|
2019-02-28 06:21:36 +00:00
|
|
|
"route": "#query-report/Territory Target Variance Item Group-Wise",
|
2019-02-06 11:32:41 +00:00
|
|
|
"doctype": "Territory",
|
|
|
|
},
|
|
|
|
{
|
|
|
|
"type": "report",
|
|
|
|
"is_query_report": True,
|
|
|
|
"name": "Sales Person Target Variance (Item Group-Wise)",
|
2019-02-28 06:21:36 +00:00
|
|
|
"route": "#query-report/Sales Person Target Variance Item Group-Wise",
|
2019-02-06 11:32:41 +00:00
|
|
|
"doctype": "Sales Person",
|
|
|
|
"dependencies": ["Sales Person"],
|
2014-05-08 06:13:18 +00:00
|
|
|
},
|
|
|
|
]
|
|
|
|
},
|
|
|
|
{
|
2016-03-08 12:36:21 +00:00
|
|
|
"label": _("Items and Pricing"),
|
2014-05-08 06:13:18 +00:00
|
|
|
"items": [
|
|
|
|
{
|
|
|
|
"type": "doctype",
|
2016-03-08 12:36:21 +00:00
|
|
|
"name": "Item",
|
|
|
|
"description": _("All Products or Services."),
|
2019-02-06 11:32:41 +00:00
|
|
|
"onboard": 1,
|
2016-03-08 12:36:21 +00:00
|
|
|
},
|
2019-02-07 03:48:24 +00:00
|
|
|
{
|
|
|
|
"type": "doctype",
|
|
|
|
"name": "Item Price",
|
|
|
|
"description": _("Multiple Item prices."),
|
2019-02-28 06:21:36 +00:00
|
|
|
"route": "#Report/Item Price",
|
2019-02-07 03:48:24 +00:00
|
|
|
"dependencies": ["Item", "Price List"],
|
|
|
|
"onboard": 1,
|
|
|
|
},
|
|
|
|
{
|
|
|
|
"type": "doctype",
|
|
|
|
"name": "Price List",
|
|
|
|
"description": _("Price List master."),
|
|
|
|
"onboard": 1,
|
|
|
|
},
|
2016-03-08 12:36:21 +00:00
|
|
|
{
|
2016-07-05 12:32:38 +00:00
|
|
|
"type": "doctype",
|
|
|
|
"name": "Item Group",
|
2016-12-07 05:38:48 +00:00
|
|
|
"icon": "fa fa-sitemap",
|
2016-03-08 12:36:21 +00:00
|
|
|
"label": _("Item Group"),
|
2016-06-21 07:49:17 +00:00
|
|
|
"link": "Tree/Item Group",
|
2016-03-08 12:36:21 +00:00
|
|
|
"description": _("Tree of Item Groups."),
|
2019-02-06 11:32:41 +00:00
|
|
|
"onboard": 1,
|
2014-07-22 09:13:14 +00:00
|
|
|
},
|
2014-05-08 06:13:18 +00:00
|
|
|
{
|
|
|
|
"type": "doctype",
|
2019-02-06 11:32:41 +00:00
|
|
|
"name": "Product Bundle",
|
|
|
|
"description": _("Bundle items at time of sale."),
|
|
|
|
"dependencies": ["Item"],
|
2014-05-08 06:13:18 +00:00
|
|
|
},
|
2019-06-14 11:59:26 +00:00
|
|
|
{
|
|
|
|
"type": "doctype",
|
|
|
|
"name": "Promotional Scheme",
|
|
|
|
"description": _("Rules for applying different promotional schemes.")
|
|
|
|
},
|
2014-06-27 15:32:55 +00:00
|
|
|
{
|
|
|
|
"type": "doctype",
|
2019-02-06 11:32:41 +00:00
|
|
|
"name": "Pricing Rule",
|
|
|
|
"description": _("Rules for applying pricing and discount."),
|
|
|
|
"dependencies": ["Item"],
|
2014-06-27 15:32:55 +00:00
|
|
|
},
|
2014-05-08 06:13:18 +00:00
|
|
|
{
|
2016-07-05 12:32:38 +00:00
|
|
|
"type": "doctype",
|
2019-02-06 11:32:41 +00:00
|
|
|
"name": "Shipping Rule",
|
|
|
|
"description": _("Rules for adding shipping costs."),
|
2014-05-08 06:13:18 +00:00
|
|
|
},
|
2019-02-06 11:32:41 +00:00
|
|
|
|
2016-03-08 12:36:21 +00:00
|
|
|
]
|
|
|
|
},
|
|
|
|
{
|
2019-02-11 09:44:50 +00:00
|
|
|
"label": _("Settings"),
|
2016-12-07 05:38:48 +00:00
|
|
|
"icon": "fa fa-cog",
|
2016-03-08 12:36:21 +00:00
|
|
|
"items": [
|
2014-05-08 06:13:18 +00:00
|
|
|
{
|
|
|
|
"type": "doctype",
|
2016-03-08 12:36:21 +00:00
|
|
|
"name": "Selling Settings",
|
2019-02-06 11:32:41 +00:00
|
|
|
"description": _("Default settings for selling transactions."),
|
2019-03-04 08:30:02 +00:00
|
|
|
"settings": 1,
|
2014-05-08 06:13:18 +00:00
|
|
|
},
|
|
|
|
{
|
|
|
|
"type": "doctype",
|
2016-03-08 12:36:21 +00:00
|
|
|
"name":"Terms and Conditions",
|
|
|
|
"label": _("Terms and Conditions Template"),
|
2019-02-07 03:48:24 +00:00
|
|
|
"description": _("Template of terms or contract."),
|
|
|
|
"onboard": 1,
|
2014-05-08 06:13:18 +00:00
|
|
|
},
|
|
|
|
{
|
|
|
|
"type": "doctype",
|
2016-03-08 12:36:21 +00:00
|
|
|
"name": "Sales Taxes and Charges Template",
|
2019-02-07 03:48:24 +00:00
|
|
|
"description": _("Tax template for selling transactions."),
|
|
|
|
"onboard": 1,
|
2014-05-08 06:13:18 +00:00
|
|
|
},
|
|
|
|
{
|
|
|
|
"type": "doctype",
|
2019-02-06 11:32:41 +00:00
|
|
|
"name": "Lead Source",
|
|
|
|
"description": _("Track Leads by Lead Source.")
|
2014-05-08 06:13:18 +00:00
|
|
|
},
|
2018-03-08 10:53:59 +00:00
|
|
|
{
|
|
|
|
"type": "doctype",
|
2019-02-06 11:32:41 +00:00
|
|
|
"label": _("Customer Group"),
|
|
|
|
"name": "Customer Group",
|
|
|
|
"icon": "fa fa-sitemap",
|
|
|
|
"link": "Tree/Customer Group",
|
|
|
|
"description": _("Manage Customer Group Tree."),
|
|
|
|
},
|
|
|
|
{
|
|
|
|
"type": "doctype",
|
|
|
|
"name": "Contact",
|
|
|
|
"description": _("All Contacts."),
|
|
|
|
},
|
|
|
|
{
|
|
|
|
"type": "doctype",
|
|
|
|
"name": "Address",
|
|
|
|
"description": _("All Addresses."),
|
|
|
|
},
|
|
|
|
{
|
|
|
|
"type": "doctype",
|
|
|
|
"label": _("Territory"),
|
|
|
|
"name": "Territory",
|
|
|
|
"icon": "fa fa-sitemap",
|
|
|
|
"link": "Tree/Territory",
|
|
|
|
"description": _("Manage Territory Tree."),
|
2018-03-08 10:53:59 +00:00
|
|
|
},
|
2019-02-07 03:48:24 +00:00
|
|
|
{
|
|
|
|
"type": "doctype",
|
|
|
|
"name": "Campaign",
|
|
|
|
"description": _("Sales campaigns."),
|
|
|
|
},
|
2014-05-08 06:13:18 +00:00
|
|
|
]
|
|
|
|
},
|
|
|
|
{
|
2019-02-07 03:48:24 +00:00
|
|
|
"label": _("Key Reports"),
|
2016-12-07 05:38:48 +00:00
|
|
|
"icon": "fa fa-table",
|
2014-05-08 06:13:18 +00:00
|
|
|
"items": [
|
|
|
|
{
|
2018-11-12 10:45:54 +00:00
|
|
|
"type": "report",
|
|
|
|
"is_query_report": True,
|
|
|
|
"name": "Sales Analytics",
|
2019-02-06 11:32:41 +00:00
|
|
|
"doctype": "Sales Order",
|
|
|
|
"onboard": 1,
|
2014-05-08 06:13:18 +00:00
|
|
|
},
|
|
|
|
{
|
|
|
|
"type": "page",
|
|
|
|
"name": "sales-funnel",
|
|
|
|
"label": _("Sales Funnel"),
|
2016-12-07 05:38:48 +00:00
|
|
|
"icon": "fa fa-bar-chart",
|
2019-02-06 11:32:41 +00:00
|
|
|
"onboard": 1,
|
2014-05-08 06:13:18 +00:00
|
|
|
},
|
|
|
|
{
|
|
|
|
"type": "report",
|
|
|
|
"is_query_report": True,
|
|
|
|
"name": "Customer Acquisition and Loyalty",
|
|
|
|
"doctype": "Customer",
|
2016-12-07 05:38:48 +00:00
|
|
|
"icon": "fa fa-bar-chart",
|
2014-05-08 06:13:18 +00:00
|
|
|
},
|
2019-02-07 03:48:24 +00:00
|
|
|
{
|
|
|
|
"type": "report",
|
|
|
|
"is_query_report": True,
|
|
|
|
"name": "Inactive Customers",
|
|
|
|
"doctype": "Sales Order"
|
|
|
|
},
|
|
|
|
{
|
|
|
|
"type": "report",
|
|
|
|
"is_query_report": True,
|
|
|
|
"name": "Ordered Items To Be Delivered",
|
|
|
|
"doctype": "Sales Order"
|
|
|
|
},
|
|
|
|
{
|
|
|
|
"type": "report",
|
|
|
|
"is_query_report": True,
|
|
|
|
"name": "Sales Person-wise Transaction Summary",
|
|
|
|
"doctype": "Sales Order"
|
|
|
|
},
|
|
|
|
{
|
|
|
|
"type": "report",
|
|
|
|
"is_query_report": True,
|
|
|
|
"name": "Item-wise Sales History",
|
|
|
|
"doctype": "Item"
|
|
|
|
},
|
2016-03-08 12:36:21 +00:00
|
|
|
{
|
|
|
|
"type": "report",
|
|
|
|
"is_query_report": True,
|
|
|
|
"name": "Quotation Trends",
|
|
|
|
"doctype": "Quotation"
|
|
|
|
},
|
|
|
|
{
|
|
|
|
"type": "report",
|
|
|
|
"is_query_report": True,
|
|
|
|
"name": "Sales Order Trends",
|
|
|
|
"doctype": "Sales Order"
|
|
|
|
},
|
2014-05-08 06:13:18 +00:00
|
|
|
]
|
|
|
|
},
|
|
|
|
{
|
2016-03-08 12:36:21 +00:00
|
|
|
"label": _("Other Reports"),
|
2016-12-07 05:38:48 +00:00
|
|
|
"icon": "fa fa-list",
|
2014-05-08 06:13:18 +00:00
|
|
|
"items": [
|
|
|
|
{
|
|
|
|
"type": "report",
|
|
|
|
"is_query_report": True,
|
|
|
|
"name": "Lead Details",
|
|
|
|
"doctype": "Lead"
|
|
|
|
},
|
|
|
|
{
|
|
|
|
"type": "report",
|
|
|
|
"is_query_report": True,
|
2018-06-05 05:14:36 +00:00
|
|
|
"name": "Address And Contacts",
|
2017-06-07 14:38:39 +00:00
|
|
|
"label": _("Customer Addresses And Contacts"),
|
2017-01-19 12:15:22 +00:00
|
|
|
"doctype": "Address",
|
|
|
|
"route_options": {
|
|
|
|
"party_type": "Customer"
|
|
|
|
}
|
2014-05-08 06:13:18 +00:00
|
|
|
},
|
2015-06-16 20:24:56 +00:00
|
|
|
{
|
|
|
|
"type": "report",
|
|
|
|
"is_query_report": True,
|
|
|
|
"name": "BOM Search",
|
|
|
|
"doctype": "BOM"
|
|
|
|
},
|
2014-05-08 06:13:18 +00:00
|
|
|
{
|
|
|
|
"type": "report",
|
|
|
|
"is_query_report": True,
|
|
|
|
"name": "Available Stock for Packing Items",
|
|
|
|
"doctype": "Item",
|
|
|
|
},
|
|
|
|
{
|
|
|
|
"type": "report",
|
|
|
|
"is_query_report": True,
|
|
|
|
"name": "Pending SO Items For Purchase Request",
|
|
|
|
"doctype": "Sales Order"
|
|
|
|
},
|
2014-10-30 10:19:17 +00:00
|
|
|
{
|
|
|
|
"type": "report",
|
|
|
|
"is_query_report": True,
|
|
|
|
"name": "Customer Credit Balance",
|
|
|
|
"doctype": "Customer"
|
|
|
|
},
|
2018-05-21 05:37:04 +00:00
|
|
|
{
|
|
|
|
"type": "report",
|
|
|
|
"is_query_report": True,
|
|
|
|
"name": "Customers Without Any Sales Transactions",
|
|
|
|
"doctype": "Customer"
|
|
|
|
},
|
2019-07-03 05:04:31 +00:00
|
|
|
{
|
|
|
|
"type": "report",
|
|
|
|
"is_query_report": True,
|
|
|
|
"name": "Sales Partners Commission",
|
|
|
|
"doctype": "Customer"
|
|
|
|
},
|
2019-05-16 04:48:02 +00:00
|
|
|
{
|
|
|
|
"type": "report",
|
|
|
|
"is_query_report": True,
|
|
|
|
"name": "Sales Partners Commission",
|
|
|
|
"doctype": "Customer"
|
|
|
|
}
|
2014-05-08 06:13:18 +00:00
|
|
|
]
|
|
|
|
},
|
2019-07-15 08:30:00 +00:00
|
|
|
|
2014-05-08 06:13:18 +00:00
|
|
|
]
|