brotherton-erpnext/erpnext/config/selling.py

336 lines
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from __future__ import unicode_literals
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from frappe import _
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def get_data():
return [
{
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"label": _("Sales"),
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"icon": "fa fa-star",
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"items": [
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{
"type": "doctype",
"name": "Customer",
"description": _("Customer Database."),
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"onboard": 1,
},
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{
"type": "doctype",
"name": "Quotation",
"description": _("Quotes to Leads or Customers."),
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"onboard": 1,
"dependencies": ["Item", "Customer"],
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},
{
"type": "doctype",
"name": "Sales Order",
"description": _("Confirmed orders from Customers."),
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"onboard": 1,
"dependencies": ["Item", "Customer"],
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},
{
"type": "doctype",
"name": "Sales Invoice",
"description": _("Invoices for Costumers."),
"onboard": 1,
"dependencies": ["Item", "Customer"],
},
{
"type": "doctype",
"name": "Blanket Order",
"description": _("Blanket Orders from Costumers."),
"onboard": 1,
"dependencies": ["Item", "Customer"],
},
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{
"type": "doctype",
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"name": "Sales Partner",
"description": _("Manage Sales Partners."),
"dependencies": ["Item"],
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},
{
"type": "doctype",
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"label": _("Sales Person"),
"name": "Sales Person",
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"icon": "fa fa-sitemap",
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"link": "Tree/Sales Person",
"description": _("Manage Sales Person Tree."),
"dependencies": ["Item", "Customer"],
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},
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{
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"type": "report",
"is_query_report": True,
"name": "Territory Target Variance (Item Group-Wise)",
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"route": "#query-report/Territory Target Variance Item Group-Wise",
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"doctype": "Territory",
},
{
"type": "report",
"is_query_report": True,
"name": "Sales Person Target Variance (Item Group-Wise)",
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"route": "#query-report/Sales Person Target Variance Item Group-Wise",
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"doctype": "Sales Person",
"dependencies": ["Sales Person"],
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},
]
},
{
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"label": _("Items and Pricing"),
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"items": [
{
"type": "doctype",
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"name": "Item",
"description": _("All Products or Services."),
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"onboard": 1,
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},
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{
"type": "doctype",
"name": "Item Price",
"description": _("Multiple Item prices."),
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"route": "#Report/Item Price",
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"dependencies": ["Item", "Price List"],
"onboard": 1,
},
{
"type": "doctype",
"name": "Price List",
"description": _("Price List master."),
"onboard": 1,
},
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{
"type": "doctype",
"name": "Item Group",
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"icon": "fa fa-sitemap",
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"label": _("Item Group"),
"link": "Tree/Item Group",
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"description": _("Tree of Item Groups."),
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"onboard": 1,
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},
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{
"type": "doctype",
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"name": "Product Bundle",
"description": _("Bundle items at time of sale."),
"dependencies": ["Item"],
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},
{
"type": "doctype",
"name": "Promotional Scheme",
"description": _("Rules for applying different promotional schemes.")
},
{
"type": "doctype",
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"name": "Pricing Rule",
"description": _("Rules for applying pricing and discount."),
"dependencies": ["Item"],
},
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{
"type": "doctype",
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"name": "Shipping Rule",
"description": _("Rules for adding shipping costs."),
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},
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]
},
{
"label": _("Settings"),
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"icon": "fa fa-cog",
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"items": [
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{
"type": "doctype",
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"name": "Selling Settings",
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"description": _("Default settings for selling transactions."),
"settings": 1,
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},
{
"type": "doctype",
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"name":"Terms and Conditions",
"label": _("Terms and Conditions Template"),
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"description": _("Template of terms or contract."),
"onboard": 1,
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},
{
"type": "doctype",
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"name": "Sales Taxes and Charges Template",
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"description": _("Tax template for selling transactions."),
"onboard": 1,
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},
{
"type": "doctype",
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"name": "Lead Source",
"description": _("Track Leads by Lead Source.")
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},
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{
"type": "doctype",
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"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."),
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},
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{
"type": "doctype",
"name": "Campaign",
"description": _("Sales campaigns."),
},
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]
},
{
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"label": _("Key Reports"),
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"icon": "fa fa-table",
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"items": [
{
"type": "report",
"is_query_report": True,
"name": "Sales Analytics",
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"doctype": "Sales Order",
"onboard": 1,
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},
{
"type": "page",
"name": "sales-funnel",
"label": _("Sales Funnel"),
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"icon": "fa fa-bar-chart",
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"onboard": 1,
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},
{
"type": "report",
"is_query_report": True,
"name": "Customer Acquisition and Loyalty",
"doctype": "Customer",
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"icon": "fa fa-bar-chart",
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},
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{
"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"
},
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{
"type": "report",
"is_query_report": True,
"name": "Quotation Trends",
"doctype": "Quotation"
},
{
"type": "report",
"is_query_report": True,
"name": "Sales Order Trends",
"doctype": "Sales Order"
},
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]
},
{
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"label": _("Other Reports"),
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"icon": "fa fa-list",
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"items": [
{
"type": "report",
"is_query_report": True,
"name": "Lead Details",
"doctype": "Lead"
},
{
"type": "report",
"is_query_report": True,
"name": "Address And Contacts",
"label": _("Customer Addresses And Contacts"),
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"doctype": "Address",
"route_options": {
"party_type": "Customer"
}
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},
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{
"type": "report",
"is_query_report": True,
"name": "BOM Search",
"doctype": "BOM"
},
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{
"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"
},
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{
"type": "report",
"is_query_report": True,
"name": "Customer Credit Balance",
"doctype": "Customer"
},
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{
"type": "report",
"is_query_report": True,
"name": "Customers Without Any Sales Transactions",
"doctype": "Customer"
},
{
"type": "report",
"is_query_report": True,
"name": "Sales Partners Commission",
"doctype": "Customer"
}
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]
},
{
"label": _("Help"),
"items": [
{
"type": "help",
"label": _("Customer and Supplier"),
"youtube_id": "anoGi_RpQ20"
},
{
"type": "help",
"label": _("Sales Order to Payment"),
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"youtube_id": "1eP90MWoDQM"
},
{
"type": "help",
"label": _("Point-of-Sale"),
"youtube_id": "4WkelWkbP_c"
},
]
},
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]