config(modules): Rearrange links
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@ -6,43 +6,30 @@ import frappe
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def get_data():
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config = [
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{
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"label": _("Billing"),
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"label": _("Masters and Accounts"),
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"items": [
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{
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"type": "doctype",
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"name": "Sales Invoice",
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"description": _("Bills raised to Customers.")
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"name": "Item",
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"onboard": 1,
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},
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{
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"type": "doctype",
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"name": "Purchase Invoice",
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"description": _("Bills raised by Suppliers.")
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"name": "Customer",
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"description": _("Customer database."),
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"onboard": 1,
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},
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{
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"type": "doctype",
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"name": "Payment Request",
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"description": _("Payment Request")
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"name": "Supplier",
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"description": _("Supplier database."),
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"onboard": 1,
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},
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{
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"type": "doctype",
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"name": "Payment Entry",
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"description": _("Bank/Cash transactions against party or for internal transfer")
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}
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]
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},
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{
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"label": _("Company and Accounts"),
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"items": [
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{
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"type": "doctype",
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"name": "Company",
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"description": _("Company (not Customer or Supplier) master.")
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},
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{
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"type": "doctype",
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"name": "Journal Entry",
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"description": _("Accounting journal entries.")
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"description": _("Company (not Customer or Supplier) master."),
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"onboard": 1,
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},
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{
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"type": "doctype",
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@ -51,37 +38,144 @@ def get_data():
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"label": _("Chart of Accounts"),
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"route": "Tree/Account",
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"description": _("Tree of financial accounts."),
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"onboard": 1,
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},
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{
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"type": "doctype",
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"name": "Journal Entry",
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"description": _("Accounting journal entries."),
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"onboard": 1,
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},
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{
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"type": "doctype",
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"name": "Opening Invoice Creation Tool",
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"description": _("Create Opening Sales and Purchase Invoices")
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},
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]
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},
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{
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"label": _("Billing"),
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"items": [
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{
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"type": "doctype",
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"name": "Sales Invoice",
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"description": _("Bills raised to Customers."),
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"onboard": 1,
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},
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{
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"type": "doctype",
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"name": "Purchase Invoice",
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"description": _("Bills raised by Suppliers."),
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"onboard": 1
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},
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{
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"type": "doctype",
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"name": "Payment Request",
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"description": _("Payment Request"),
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},
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{
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"type": "doctype",
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"name": "Payment Entry",
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"description": _("Bank/Cash transactions against party or for internal transfer")
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},
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# Reports
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{
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"type": "report",
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"name": "Ordered Items To Be Billed",
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"is_query_report": True,
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"reference_doctype": "Sales Invoice"
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},
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{
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"type": "report",
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"name": "Delivered Items To Be Billed",
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"is_query_report": True,
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"reference_doctype": "Sales Invoice"
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},
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{
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"type": "report",
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"name": "Purchase Order Items To Be Billed",
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"is_query_report": True,
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"reference_doctype": "Purchase Invoice"
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},
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{
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"type": "report",
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"name": "Received Items To Be Billed",
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"is_query_report": True,
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"reference_doctype": "Purchase Invoice"
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},
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]
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},
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{
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"label": _("Setup"),
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"icon": "fa fa-cog",
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"items": [
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{
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"type": "doctype",
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"name": "Opening Invoice Creation Tool",
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"description": _("Create Opening Sales and Purchase Invoices")
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},
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{
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"type": "doctype",
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"name": "Accounts Settings",
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"description": _("Default settings for accounting transactions.")
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},
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{
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"type": "doctype",
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"name": "Fiscal Year",
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"description": _("Financial / accounting year.")
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},
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{
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"type": "doctype",
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"name": "Currency",
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"description": _("Enable / disable currencies.")
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},
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{
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"type": "doctype",
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"name": "Currency Exchange",
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"description": _("Currency exchange rate master.")
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},
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{
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"type": "doctype",
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"name": "Payment Gateway Account",
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"description": _("Setup Gateway accounts.")
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},
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{
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"type": "doctype",
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"name": "Terms and Conditions",
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"label": _("Terms and Conditions Template"),
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"description": _("Template of terms or contract.")
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},
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{
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"type": "doctype",
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"name": "Mode of Payment",
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"description": _("e.g. Bank, Cash, Credit Card")
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},
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{
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"type": "doctype",
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"name": "Auto Repeat",
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"label": _("Auto Repeat"),
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"description": _("To make recurring documents")
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},
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{
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"type": "doctype",
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"name": "C-Form",
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"description": _("C-Form records"),
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"country": "India"
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}
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]
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},
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{
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"label": _("Financial Statements"),
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"items": [
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{
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"type": "report",
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"name": "General Ledger",
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"doctype": "GL Entry",
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"is_query_report": True,
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"onboard": 1,
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},
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]
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},
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{
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"label": _("Masters"),
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"items": [
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{
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"type": "doctype",
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"name": "Customer",
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"description": _("Customer database.")
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},
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{
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"type": "doctype",
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"name": "Supplier",
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"description": _("Supplier database.")
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},
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{
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"type": "doctype",
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"name": "Item",
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}
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]
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},
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{
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"label": _("Accounting Statements"),
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"items": [
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{
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"type": "report",
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"name": "Accounts Receivable",
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@ -193,22 +287,10 @@ def get_data():
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"name": "Tax Withholding Category",
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"description": _("Tax Withholding rates to be applied on transactions.")
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},
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{
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"type": "report",
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"name": "Sales Register",
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"doctype": "Sales Invoice",
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"is_query_report": True
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},
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{
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"type": "report",
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"name": "Purchase Register",
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"doctype": "Purchase Invoice",
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"is_query_report": True
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},
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]
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},
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{
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"label": _("Budget and Cost Center"),
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"label": _("Cost Center and Budgeting"),
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"items": [
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{
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"type": "doctype",
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@ -234,11 +316,6 @@ def get_data():
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"name": "Monthly Distribution",
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"description": _("Seasonality for setting budgets, targets etc.")
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},
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]
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},
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{
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"label": _("Tools"),
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"items": [
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{
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"type": "doctype",
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"name": "Period Closing Voucher",
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@ -249,99 +326,10 @@ def get_data():
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"name": "Cheque Print Template",
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"description": _("Setup cheque dimensions for printing")
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},
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{
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"type": "doctype",
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"name": "Opening Invoice Creation Tool",
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"description": _("Create Opening Sales and Purchase Invoices")
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},
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]
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},
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{
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"label": _("Setup"),
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"icon": "fa fa-cog",
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"items": [
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{
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"type": "doctype",
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"name": "Accounts Settings",
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"description": _("Default settings for accounting transactions.")
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},
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{
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"type": "doctype",
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"name": "Fiscal Year",
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"description": _("Financial / accounting year.")
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},
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{
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"type": "doctype",
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"name": "Currency",
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"description": _("Enable / disable currencies.")
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},
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{
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"type": "doctype",
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"name": "Currency Exchange",
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"description": _("Currency exchange rate master.")
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},
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{
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"type": "doctype",
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"name": "Payment Gateway Account",
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"description": _("Setup Gateway accounts.")
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},
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{
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"type": "doctype",
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"name": "Terms and Conditions",
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"label": _("Terms and Conditions Template"),
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"description": _("Template of terms or contract.")
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},
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{
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"type": "doctype",
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"name": "Mode of Payment",
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"description": _("e.g. Bank, Cash, Credit Card")
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},
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{
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"type": "doctype",
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"name": "Auto Repeat",
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"label": _("Auto Repeat"),
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"description": _("To make recurring documents")
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},
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{
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"type": "doctype",
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"name": "C-Form",
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"description": _("C-Form records"),
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"country": "India"
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}
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]
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},
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{
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"label": _("To Bill"),
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"items": [
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{
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"type": "report",
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"name": "Ordered Items To Be Billed",
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"is_query_report": True,
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"doctype": "Sales Invoice"
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},
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{
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"type": "report",
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"name": "Delivered Items To Be Billed",
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"is_query_report": True,
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"doctype": "Sales Invoice"
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},
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{
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"type": "report",
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"name": "Purchase Order Items To Be Billed",
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"is_query_report": True,
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"doctype": "Purchase Invoice"
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},
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{
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"type": "report",
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"name": "Received Items To Be Billed",
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"is_query_report": True,
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"doctype": "Purchase Invoice"
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},
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]
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},
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{
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"label": _("Analytics"),
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"label": _("Key Reports"),
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"items": [
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{
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"type": "report",
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@ -349,6 +337,18 @@ def get_data():
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"doctype": "Sales Invoice",
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"is_query_report": True
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},
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{
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"type": "report",
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"name": "Sales Register",
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"doctype": "Sales Invoice",
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"is_query_report": True
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},
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{
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"type": "report",
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"name": "Purchase Register",
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"doctype": "Purchase Invoice",
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"is_query_report": True
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},
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{
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"type": "report",
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"name": "Purchase Invoice Trends",
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@ -572,7 +572,7 @@ def get_data():
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config.insert(7, gst)
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domains = frappe.get_active_domains()
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if "Services" in domains:
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config.insert(2, subscriptions)
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config.insert(5, subscriptions)
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else:
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config.insert(7, subscriptions)
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return config
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@ -9,19 +9,27 @@ def get_data():
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{
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"type": "doctype",
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"name": "Asset",
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"onboard": 1,
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},
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{
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"type": "doctype",
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"name": "Location",
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"onboard": 1,
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},
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{
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"type": "doctype",
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"name": "Asset Category",
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"onboard": 1,
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},
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{
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"type": "doctype",
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"name": "Asset Settings",
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}
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},
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{
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"type": "doctype",
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"name": "Asset Movement",
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"description": _("Transfer an asset from one warehouse to another")
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},
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]
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},
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{
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@ -30,36 +38,34 @@ def get_data():
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{
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"type": "doctype",
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"name": "Asset Maintenance Team",
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"onboard": 1,
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},
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{
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"type": "doctype",
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"name": "Asset Maintenance",
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"onboard": 1,
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"dependencies": ["Asset Maintenance Team"],
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},
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{
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"type": "doctype",
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"name": "Asset Maintenance Tasks",
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"onboard": 1,
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"dependencies": ["Asset Maintenance"],
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},
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{
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"type": "doctype",
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"name": "Asset Maintenance Log",
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"dependencies": ["Asset Maintenance"],
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},
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{
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"type": "doctype",
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"name": "Asset Value Adjustment",
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"dependencies": ["Asset"],
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},
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{
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"type": "doctype",
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"name": "Asset Repair",
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},
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]
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},
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{
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"label": _("Tools"),
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"items": [
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{
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"type": "doctype",
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"name": "Asset Movement",
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"description": _("Transfer an asset from one warehouse to another")
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"dependencies": ["Asset"],
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},
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]
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},
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@ -72,17 +78,20 @@ def get_data():
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"name": "Asset Depreciation Ledger",
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"doctype": "Asset",
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"is_query_report": True,
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"dependencies": ["Asset"],
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},
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{
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"type": "report",
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"name": "Asset Depreciations and Balances",
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"doctype": "Asset",
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"is_query_report": True,
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"dependencies": ["Asset"],
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},
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{
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"type": "report",
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"name": "Asset Maintenance",
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"doctype": "Asset Maintenance"
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"doctype": "Asset Maintenance",
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"dependencies": ["Asset Maintenance"]
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},
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]
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}
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@ -12,12 +12,6 @@ def get_data():
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"onboard": 1,
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"description": _("All Products or Services."),
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},
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{
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"type": "doctype",
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"name": "Price List",
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"onboard": 1,
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"description": _("Price List master.")
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},
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{
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"type": "doctype",
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"name": "Item Price",
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@ -25,6 +19,11 @@ def get_data():
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"onboard": 1,
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"route": "Report/Item Price"
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},
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{
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"type": "doctype",
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"name": "Price List",
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"description": _("Price List master.")
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},
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{
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"type": "doctype",
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"name": "Product Bundle",
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@ -43,22 +42,30 @@ def get_data():
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"name": "Pricing Rule",
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"description": _("Rules for applying pricing and discount.")
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},
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]
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},
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{
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"label": _("Purchasing"),
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"icon": "fa fa-star",
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"items": [
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{
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"type": "doctype",
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"name": "Purchase Order",
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"onboard": 1,
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"dependencies": ["Item", "Supplier"],
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"description": _("Purchase Orders given to Suppliers."),
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},
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{
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"type": "doctype",
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"name": "Material Request",
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"onboard": 1,
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"dependencies": ["Item"],
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"description": _("Request for purchase."),
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},
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{
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"type": "doctype",
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"name": "Request for Quotation",
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"onboard": 1,
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"dependencies": ["Item", "Supplier"],
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"description": _("Request for quotation."),
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},
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@ -68,12 +75,6 @@ def get_data():
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"dependencies": ["Item", "Supplier"],
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"description": _("Quotations received from Suppliers."),
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},
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{
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"type": "doctype",
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"name": "Purchase Order",
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"dependencies": ["Item", "Supplier"],
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"description": _("Purchase Orders given to Suppliers."),
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},
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]
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},
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{
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@ -110,6 +111,7 @@ def get_data():
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{
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"type": "doctype",
|
||||
"name": "Buying Settings",
|
||||
"onboard": 1,
|
||||
"description": _("Default settings for buying transactions.")
|
||||
},
|
||||
{
|
||||
@ -133,19 +135,22 @@ def get_data():
|
||||
"type": "report",
|
||||
"is_query_report": True,
|
||||
"name": "Purchase Analytics",
|
||||
"doctype": "Purchase Order"
|
||||
"reference_doctype": "Purchase Order",
|
||||
"onboard": 1
|
||||
},
|
||||
{
|
||||
"type": "report",
|
||||
"is_query_report": True,
|
||||
"name": "Supplier-Wise Sales Analytics",
|
||||
"doctype": "Stock Ledger Entry"
|
||||
"reference_doctype": "Stock Ledger Entry",
|
||||
"onboard": 1
|
||||
},
|
||||
{
|
||||
"type": "report",
|
||||
"is_query_report": True,
|
||||
"name": "Purchase Order Trends",
|
||||
"doctype": "Purchase Order"
|
||||
"reference_doctype": "Purchase Order",
|
||||
"onboard": 1,
|
||||
},
|
||||
]
|
||||
},
|
||||
@ -183,32 +188,35 @@ def get_data():
|
||||
"type": "report",
|
||||
"is_query_report": True,
|
||||
"name": "Items To Be Requested",
|
||||
"doctype": "Item"
|
||||
"reference_doctype": "Item",
|
||||
"onboard": 1,
|
||||
},
|
||||
{
|
||||
"type": "report",
|
||||
"is_query_report": True,
|
||||
"name": "Requested Items To Be Ordered",
|
||||
"doctype": "Material Request"
|
||||
},
|
||||
{
|
||||
"type": "report",
|
||||
"is_query_report": True,
|
||||
"name": "Material Requests for which Supplier Quotations are not created",
|
||||
"doctype": "Material Request"
|
||||
"reference_doctype": "Material Request",
|
||||
"onboard": 1,
|
||||
},
|
||||
{
|
||||
"type": "report",
|
||||
"is_query_report": True,
|
||||
"name": "Item-wise Purchase History",
|
||||
"doctype": "Item"
|
||||
"reference_doctype": "Item",
|
||||
"onboard": 1,
|
||||
},
|
||||
{
|
||||
"type": "report",
|
||||
"is_query_report": True,
|
||||
"name": "Material Requests for which Supplier Quotations are not created",
|
||||
"reference_doctype": "Material Request"
|
||||
},
|
||||
{
|
||||
"type": "report",
|
||||
"is_query_report": True,
|
||||
"name": "Address And Contacts",
|
||||
"label": "Supplier Addresses And Contacts",
|
||||
"doctype": "Address",
|
||||
"reference_doctype": "Address",
|
||||
"route_options": {
|
||||
"party_type": "Supplier"
|
||||
}
|
||||
|
@ -11,21 +11,25 @@ def get_data():
|
||||
"type": "doctype",
|
||||
"name": "Lead",
|
||||
"description": _("Database of potential customers."),
|
||||
"onboard": 1,
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Opportunity",
|
||||
"description": _("Potential opportunities for selling."),
|
||||
"onboard": 1,
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Customer",
|
||||
"description": _("Customer database."),
|
||||
"onboard": 1,
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Contact",
|
||||
"description": _("All Contacts."),
|
||||
"onboard": 1,
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
@ -46,6 +50,7 @@ def get_data():
|
||||
"type": "doctype",
|
||||
"name": "Issue",
|
||||
"description": _("Support queries from customers."),
|
||||
"onboard": 1,
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
@ -72,13 +77,15 @@ def get_data():
|
||||
"type": "report",
|
||||
"name": "Minutes to First Response for Issues",
|
||||
"doctype": "Issue",
|
||||
"is_query_report": True
|
||||
"is_query_report": True,
|
||||
"dependencies": ["Issue"],
|
||||
},
|
||||
{
|
||||
"type": "report",
|
||||
"name": "Support Hours",
|
||||
"doctype": "Issue",
|
||||
"is_query_report": True
|
||||
"is_query_report": True,
|
||||
"dependencies": ["Issue"]
|
||||
},
|
||||
]
|
||||
},
|
||||
@ -90,6 +97,7 @@ def get_data():
|
||||
"type": "doctype",
|
||||
"name": "Maintenance Schedule",
|
||||
"description": _("Plan for maintenance visits."),
|
||||
"onboard": 1,
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
@ -117,49 +125,57 @@ def get_data():
|
||||
"type": "report",
|
||||
"is_query_report": True,
|
||||
"name": "Lead Details",
|
||||
"doctype": "Lead"
|
||||
"doctype": "Lead",
|
||||
"onboard": 1,
|
||||
},
|
||||
{
|
||||
"type": "page",
|
||||
"name": "sales-funnel",
|
||||
"label": _("Sales Funnel"),
|
||||
"icon": "fa fa-bar-chart",
|
||||
"onboard": 1,
|
||||
},
|
||||
{
|
||||
"type": "report",
|
||||
"name": "Prospects Engaged But Not Converted",
|
||||
"doctype": "Lead",
|
||||
"is_query_report": True
|
||||
"is_query_report": True,
|
||||
"onboard": 1,
|
||||
},
|
||||
{
|
||||
"type": "report",
|
||||
"name": "Minutes to First Response for Opportunity",
|
||||
"doctype": "Opportunity",
|
||||
"is_query_report": True
|
||||
"is_query_report": True,
|
||||
"dependencies": ["Opportunity"]
|
||||
},
|
||||
{
|
||||
"type": "report",
|
||||
"is_query_report": True,
|
||||
"name": "Customer Addresses And Contacts",
|
||||
"doctype": "Contact"
|
||||
"doctype": "Contact",
|
||||
"dependencies": ["Customer"]
|
||||
},
|
||||
{
|
||||
"type": "report",
|
||||
"is_query_report": True,
|
||||
"name": "Inactive Customers",
|
||||
"doctype": "Sales Order"
|
||||
"doctype": "Sales Order",
|
||||
"dependencies": ["Sales Order"]
|
||||
},
|
||||
{
|
||||
"type": "report",
|
||||
"is_query_report": True,
|
||||
"name": "Campaign Efficiency",
|
||||
"doctype": "Lead"
|
||||
"doctype": "Lead",
|
||||
"dependencies": ["Lead"]
|
||||
},
|
||||
{
|
||||
"type": "report",
|
||||
"is_query_report": True,
|
||||
"name": "Lead Owner Efficiency",
|
||||
"doctype": "Lead"
|
||||
"doctype": "Lead",
|
||||
"dependencies": ["Lead"]
|
||||
}
|
||||
]
|
||||
},
|
||||
@ -167,11 +183,6 @@ def get_data():
|
||||
"label": _("Setup"),
|
||||
"icon": "fa fa-cog",
|
||||
"items": [
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Campaign",
|
||||
"description": _("Sales campaigns."),
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"label": _("Customer Group"),
|
||||
@ -179,6 +190,7 @@ def get_data():
|
||||
"icon": "fa fa-sitemap",
|
||||
"link": "Tree/Customer Group",
|
||||
"description": _("Manage Customer Group Tree."),
|
||||
"onboard": 1,
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
@ -187,6 +199,7 @@ def get_data():
|
||||
"icon": "fa fa-sitemap",
|
||||
"link": "Tree/Territory",
|
||||
"description": _("Manage Territory Tree."),
|
||||
"onboard": 1,
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
@ -195,6 +208,12 @@ def get_data():
|
||||
"icon": "fa fa-sitemap",
|
||||
"link": "Tree/Sales Person",
|
||||
"description": _("Manage Sales Person Tree."),
|
||||
"onboard": 1,
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Campaign",
|
||||
"description": _("Sales campaigns."),
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
|
@ -464,7 +464,7 @@ def get_data():
|
||||
"icon": "octicon octicon-briefcase",
|
||||
"type": "module",
|
||||
"hidden": 1,
|
||||
"description": "Purchasing, Suppliers and Products. Bluuuuu"
|
||||
"description": "Purchasing, Suppliers and Products."
|
||||
},
|
||||
{
|
||||
"module_name": "Stock",
|
||||
|
@ -201,10 +201,6 @@ def get_data():
|
||||
"type": "doctype",
|
||||
"name": "Loan Application",
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Loan"
|
||||
},
|
||||
]
|
||||
},
|
||||
{
|
||||
|
@ -11,29 +11,33 @@ def get_data():
|
||||
"type": "doctype",
|
||||
"name": "Project",
|
||||
"description": _("Project master."),
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Project Update",
|
||||
"description": _("Project Update."),
|
||||
"onboard": 1,
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Task",
|
||||
"route": "List/Task",
|
||||
"description": _("Project activity / task."),
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Project Type",
|
||||
"description": _("Define Project type."),
|
||||
"onboard": 1,
|
||||
},
|
||||
{
|
||||
"type": "report",
|
||||
"route": "List/Task/Gantt",
|
||||
"doctype": "Task",
|
||||
"name": "Gantt Chart",
|
||||
"description": _("Gantt chart of all tasks.")
|
||||
"description": _("Gantt chart of all tasks."),
|
||||
"onboard": 1,
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Project Update",
|
||||
"description": _("Project Update."),
|
||||
"dependencies": ["Project"],
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Project Type",
|
||||
"description": _("Define Project type."),
|
||||
},
|
||||
]
|
||||
},
|
||||
@ -44,16 +48,19 @@ def get_data():
|
||||
"type": "doctype",
|
||||
"name": "Timesheet",
|
||||
"description": _("Timesheet for tasks."),
|
||||
"onboard": 1,
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Activity Type",
|
||||
"description": _("Types of activities for Time Logs"),
|
||||
"onboard": 1,
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Activity Cost",
|
||||
"description": _("Cost of various activities"),
|
||||
"dependencies": ["Activity Type"],
|
||||
},
|
||||
]
|
||||
},
|
||||
@ -65,13 +72,16 @@ def get_data():
|
||||
"type": "report",
|
||||
"is_query_report": True,
|
||||
"name": "Daily Timesheet Summary",
|
||||
"doctype": "Timesheet"
|
||||
"doctype": "Timesheet",
|
||||
"onboard": 1,
|
||||
"dependencies": ["Timesheet"],
|
||||
},
|
||||
{
|
||||
"type": "report",
|
||||
"is_query_report": True,
|
||||
"name": "Project wise Stock Tracking",
|
||||
"doctype": "Project"
|
||||
"doctype": "Project",
|
||||
"dependencies": ["Project"],
|
||||
},
|
||||
]
|
||||
},
|
||||
|
@ -7,25 +7,156 @@ def get_data():
|
||||
"label": _("Sales"),
|
||||
"icon": "fa fa-star",
|
||||
"items": [
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Customer",
|
||||
"description": _("Customer database."),
|
||||
"onboard": 1,
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Quotation",
|
||||
"description": _("Quotes to Leads or Customers."),
|
||||
"onboard": 1,
|
||||
"dependencies": ["Item", "Customer"],
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Sales Order",
|
||||
"description": _("Confirmed orders from Customers."),
|
||||
"onboard": 1,
|
||||
"dependencies": ["Item", "Customer"],
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Sales Partner",
|
||||
"description": _("Manage Sales Partners."),
|
||||
"dependencies": ["Item"],
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"label": _("Sales Person"),
|
||||
"name": "Sales Person",
|
||||
"icon": "fa fa-sitemap",
|
||||
"link": "Tree/Sales Person",
|
||||
"description": _("Manage Sales Person Tree."),
|
||||
"dependencies": ["Item", "Customer"],
|
||||
},
|
||||
{
|
||||
"type": "report",
|
||||
"is_query_report": True,
|
||||
"name": "Address And Contacts",
|
||||
"label": _("Sales Partner Addresses And Contacts"),
|
||||
"doctype": "Address",
|
||||
"route_options": {
|
||||
"party_type": "Sales Partner"
|
||||
}
|
||||
},
|
||||
{
|
||||
"type": "report",
|
||||
"is_query_report": True,
|
||||
"name": "Territory Target Variance (Item Group-Wise)",
|
||||
"route": "query-report/Territory Target Variance Item Group-Wise",
|
||||
"doctype": "Territory",
|
||||
},
|
||||
{
|
||||
"type": "report",
|
||||
"is_query_report": True,
|
||||
"name": "Sales Person Target Variance (Item Group-Wise)",
|
||||
"route": "query-report/Sales Person Target Variance Item Group-Wise",
|
||||
"doctype": "Sales Person",
|
||||
"dependencies": ["Sales Person"],
|
||||
},
|
||||
]
|
||||
},
|
||||
{
|
||||
"label": _("Customers"),
|
||||
"label": _("Items and Pricing"),
|
||||
"items": [
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Customer",
|
||||
"description": _("Customer database."),
|
||||
"name": "Item",
|
||||
"description": _("All Products or Services."),
|
||||
"onboard": 1,
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Item Group",
|
||||
"icon": "fa fa-sitemap",
|
||||
"label": _("Item Group"),
|
||||
"link": "Tree/Item Group",
|
||||
"description": _("Tree of Item Groups."),
|
||||
"onboard": 1,
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Product Bundle",
|
||||
"description": _("Bundle items at time of sale."),
|
||||
"dependencies": ["Item"],
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Price List",
|
||||
"description": _("Price List master."),
|
||||
"dependencies": ["Item"],
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Item Price",
|
||||
"description": _("Multiple Item prices."),
|
||||
"route": "Report/Item Price",
|
||||
"dependencies": ["Item", "Price List"],
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Pricing Rule",
|
||||
"description": _("Rules for applying pricing and discount."),
|
||||
"dependencies": ["Item"],
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Shipping Rule",
|
||||
"description": _("Rules for adding shipping costs."),
|
||||
},
|
||||
|
||||
]
|
||||
},
|
||||
{
|
||||
"label": _("Setup"),
|
||||
"icon": "fa fa-cog",
|
||||
"items": [
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Selling Settings",
|
||||
"description": _("Default settings for selling transactions."),
|
||||
"onboard": 1,
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Campaign",
|
||||
"description": _("Sales campaigns."),
|
||||
"onboard": 1,
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Industry Type",
|
||||
"description": _("Track Leads by Industry Type."),
|
||||
"onboard": 1,
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name":"Terms and Conditions",
|
||||
"label": _("Terms and Conditions Template"),
|
||||
"description": _("Template of terms or contract.")
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Sales Taxes and Charges Template",
|
||||
"description": _("Tax template for selling transactions.")
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Lead Source",
|
||||
"description": _("Track Leads by Lead Source.")
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
@ -45,57 +176,6 @@ def get_data():
|
||||
"name": "Address",
|
||||
"description": _("All Addresses."),
|
||||
},
|
||||
|
||||
]
|
||||
},
|
||||
{
|
||||
"label": _("Items and Pricing"),
|
||||
"items": [
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Item",
|
||||
"description": _("All Products or Services."),
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Product Bundle",
|
||||
"description": _("Bundle items at time of sale."),
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Price List",
|
||||
"description": _("Price List master.")
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Item Group",
|
||||
"icon": "fa fa-sitemap",
|
||||
"label": _("Item Group"),
|
||||
"link": "Tree/Item Group",
|
||||
"description": _("Tree of Item Groups."),
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Item Price",
|
||||
"description": _("Multiple Item prices."),
|
||||
"route": "Report/Item Price"
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Shipping Rule",
|
||||
"description": _("Rules for adding shipping costs.")
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Pricing Rule",
|
||||
"description": _("Rules for applying pricing and discount.")
|
||||
},
|
||||
|
||||
]
|
||||
},
|
||||
{
|
||||
"label": _("Sales Partners and Territory"),
|
||||
"items": [
|
||||
{
|
||||
"type": "doctype",
|
||||
"label": _("Territory"),
|
||||
@ -104,80 +184,6 @@ def get_data():
|
||||
"link": "Tree/Territory",
|
||||
"description": _("Manage Territory Tree."),
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Sales Partner",
|
||||
"description": _("Manage Sales Partners."),
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"label": _("Sales Person"),
|
||||
"name": "Sales Person",
|
||||
"icon": "fa fa-sitemap",
|
||||
"link": "Tree/Sales Person",
|
||||
"description": _("Manage Sales Person Tree."),
|
||||
},
|
||||
{
|
||||
"type": "report",
|
||||
"is_query_report": True,
|
||||
"name": "Address And Contacts",
|
||||
"label": _("Sales Partner Addresses And Contacts"),
|
||||
"doctype": "Address",
|
||||
"route_options": {
|
||||
"party_type": "Sales Partner"
|
||||
}
|
||||
},
|
||||
{
|
||||
"type": "report",
|
||||
"is_query_report": True,
|
||||
"name": "Territory Target Variance (Item Group-Wise)",
|
||||
"route": "query-report/Territory Target Variance Item Group-Wise",
|
||||
"doctype": "Territory"
|
||||
},
|
||||
{
|
||||
"type": "report",
|
||||
"is_query_report": True,
|
||||
"name": "Sales Person Target Variance (Item Group-Wise)",
|
||||
"route": "query-report/Sales Person Target Variance Item Group-Wise",
|
||||
"doctype": "Sales Person",
|
||||
},
|
||||
]
|
||||
},
|
||||
{
|
||||
"label": _("Setup"),
|
||||
"icon": "fa fa-cog",
|
||||
"items": [
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Selling Settings",
|
||||
"description": _("Default settings for selling transactions.")
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Campaign",
|
||||
"description": _("Sales campaigns."),
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name":"Terms and Conditions",
|
||||
"label": _("Terms and Conditions Template"),
|
||||
"description": _("Template of terms or contract.")
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Sales Taxes and Charges Template",
|
||||
"description": _("Tax template for selling transactions.")
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Industry Type",
|
||||
"description": _("Track Leads by Industry Type.")
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Lead Source",
|
||||
"description": _("Track Leads by Lead Source.")
|
||||
},
|
||||
]
|
||||
},
|
||||
{
|
||||
@ -188,13 +194,15 @@ def get_data():
|
||||
"type": "report",
|
||||
"is_query_report": True,
|
||||
"name": "Sales Analytics",
|
||||
"doctype": "Sales Order"
|
||||
"doctype": "Sales Order",
|
||||
"onboard": 1,
|
||||
},
|
||||
{
|
||||
"type": "page",
|
||||
"name": "sales-funnel",
|
||||
"label": _("Sales Funnel"),
|
||||
"icon": "fa fa-bar-chart",
|
||||
"onboard": 1,
|
||||
},
|
||||
{
|
||||
"type": "report",
|
||||
@ -293,27 +301,6 @@ def get_data():
|
||||
},
|
||||
]
|
||||
},
|
||||
{
|
||||
"label": _("SMS"),
|
||||
"icon": "fa fa-wrench",
|
||||
"items": [
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "SMS Center",
|
||||
"description":_("Send mass SMS to your contacts"),
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "SMS Log",
|
||||
"description":_("Logs for maintaining sms delivery status"),
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "SMS Settings",
|
||||
"description": _("Setup SMS gateway settings")
|
||||
},
|
||||
]
|
||||
},
|
||||
{
|
||||
"label": _("Help"),
|
||||
"items": [
|
||||
|
@ -9,18 +9,26 @@ def get_data():
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Stock Entry",
|
||||
"onboard": 1,
|
||||
"dependencies": ["Item"],
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Delivery Note",
|
||||
"onboard": 1,
|
||||
"dependencies": ["Item", "Customer"],
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Purchase Receipt",
|
||||
"onboard": 1,
|
||||
"dependencies": ["Item", "Supplier"],
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Material Request",
|
||||
"onboard": 1,
|
||||
"dependencies": ["Item"],
|
||||
},
|
||||
]
|
||||
},
|
||||
@ -32,35 +40,44 @@ def get_data():
|
||||
"is_query_report": True,
|
||||
"name": "Stock Ledger",
|
||||
"doctype": "Stock Ledger Entry",
|
||||
"onboard": 1,
|
||||
"dependencies": ["Item"],
|
||||
},
|
||||
{
|
||||
"type": "report",
|
||||
"is_query_report": True,
|
||||
"name": "Stock Balance",
|
||||
"doctype": "Stock Ledger Entry"
|
||||
"doctype": "Stock Ledger Entry",
|
||||
"onboard": 1,
|
||||
"dependencies": ["Item"],
|
||||
},
|
||||
{
|
||||
"type": "report",
|
||||
"is_query_report": True,
|
||||
"name": "Stock Projected Qty",
|
||||
"doctype": "Item",
|
||||
"onboard": 1,
|
||||
"dependencies": ["Item"],
|
||||
},
|
||||
{
|
||||
"type": "page",
|
||||
"name": "stock-balance",
|
||||
"label": _("Stock Summary")
|
||||
"label": _("Stock Summary"),
|
||||
"dependencies": ["Item"],
|
||||
},
|
||||
{
|
||||
"type": "report",
|
||||
"is_query_report": True,
|
||||
"name": "Stock Ageing",
|
||||
"doctype": "Item",
|
||||
"dependencies": ["Item"],
|
||||
},
|
||||
{
|
||||
"type": "report",
|
||||
"is_query_report": True,
|
||||
"name": "Item Price Stock",
|
||||
"doctype": "Item",
|
||||
"dependencies": ["Item"],
|
||||
}
|
||||
]
|
||||
},
|
||||
@ -70,18 +87,12 @@ def get_data():
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Item",
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Item Alternative",
|
||||
"onboard": 1,
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Product Bundle",
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Price List",
|
||||
"onboard": 1,
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
@ -89,6 +100,11 @@ def get_data():
|
||||
"icon": "fa fa-sitemap",
|
||||
"label": _("Item Group"),
|
||||
"link": "Tree/Item Group",
|
||||
"onboard": 1,
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Price List",
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
@ -102,6 +118,10 @@ def get_data():
|
||||
"type": "doctype",
|
||||
"name": "Pricing Rule",
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Item Alternative",
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Item Variant Settings",
|
||||
@ -114,14 +134,19 @@ def get_data():
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Serial No",
|
||||
"onboard": 1,
|
||||
"dependencies": ["Item"],
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Batch",
|
||||
"onboard": 1,
|
||||
"dependencies": ["Item"],
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Installation Note",
|
||||
"dependencies": ["Item"],
|
||||
},
|
||||
{
|
||||
"type": "report",
|
||||
@ -145,9 +170,14 @@ def get_data():
|
||||
"items": [
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Delivery Trip",
|
||||
"description": _("Delivery Trip service tours to customers.")
|
||||
}
|
||||
"name": "Delivery Note",
|
||||
"description": _("Delivery Trip service tours to customers."),
|
||||
"onboard": 1
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Delivery Trip"
|
||||
},
|
||||
]
|
||||
},
|
||||
{
|
||||
@ -157,14 +187,17 @@ def get_data():
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Stock Reconciliation",
|
||||
"onboard": 1,
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Packing Slip",
|
||||
"onboard": 1,
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Quality Inspection",
|
||||
"onboard": 1,
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
@ -183,23 +216,27 @@ def get_data():
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Stock Settings",
|
||||
"onboard": 1,
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Warehouse",
|
||||
"onboard": 1,
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "UOM",
|
||||
"label": _("Unit of Measure") + " (UOM)",
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Item Attribute",
|
||||
"onboard": 1,
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Brand",
|
||||
"onboard": 1,
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
"name": "Item Attribute",
|
||||
},
|
||||
{
|
||||
"type": "doctype",
|
||||
@ -216,12 +253,14 @@ def get_data():
|
||||
"is_query_report": False,
|
||||
"name": "Item-wise Price List Rate",
|
||||
"doctype": "Item Price",
|
||||
"onboard": 1,
|
||||
},
|
||||
{
|
||||
"type": "report",
|
||||
"is_query_report": True,
|
||||
"name": "Stock Analytics",
|
||||
"doctype": "Stock Entry"
|
||||
"doctype": "Stock Entry",
|
||||
"onboard": 1,
|
||||
},
|
||||
{
|
||||
"type": "report",
|
||||
|
Loading…
x
Reference in New Issue
Block a user