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feat: update onboarding for accounts

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Shivam Mishra 2020-10-30 15:41:58 +05:30
parent 18ef17f3ba
commit 2d1f8341f9
9 changed files with 25 additions and 23 deletions
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2
erpnext/accounts/module_onboarding/accounts/accounts.json
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@ -13,7 +13,7 @@
"documentation_url": "https://docs.erpnext.com/docs/user/manual/en/accounts",
"idx": 0,
"is_complete": 0,
"modified": "2020-10-19 14:43:45.080823",
"modified": "2020-10-30 15:41:15.547225",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Accounts",

7
erpnext/accounts/onboarding_step/chart_of_accounts/chart_of_accounts.json
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@ -1,23 +1,24 @@
{
"action": "Go to Page",
"action_label": "View Chart of Accounts",
"callback_message": "You can continue with the onboarding after exploring this page",
"callback_title": "Awesome Work",
"creation": "2020-05-13 19:58:20.928127",
"description": "# Chart Of Accounts\n\n**The Chart of Accounts is the blueprint of the accounts in your organization.**\n\nThe overall structure of your Chart of Accounts is based on a system of double entry\naccounting that has become a standard all over the world to quantify how a\ncompany is doing financially.\n\nChart of Accounts is a tree view of the names of the Accounts (Ledgers and\nGroups) that a Company requires to manage its books of accounts. ERPNext sets\nup a simple chart of accounts for each Company you create, but you can\nmodify it according to your needs and legal requirements.\n\nFor each company, Chart of Accounts signifies the way to classify the accounting entries, mostly\nbased on statutory (tax, compliance to government regulations) requirements.\n\nThe Chart of Accounts helps you to answer questions like:\n\n * What is your organization worth?\n * How much debt have you taken?\n * How much profit are you making (and hence paying tax)?\n * How much are you selling?\n * What is your expense break-up?\n",
"description": "# Chart Of Accounts\n\nThe Chart of Accounts is the blueprint of the accounts in your organization.\nIt is a tree view of the names of the Accounts (Ledgers and Groups) that a Company requires to manage its books of accounts. ERPNext sets up a simple chart of accounts for each Company you create, but you can modify it according to your needs and legal requirements.\n\nFor each company, Chart of Accounts signifies the way to classify the accounting entries, mostly\nbased on statutory (tax, compliance to government regulations) requirements.\n\nThere's a brief video tutorial about chart of accounts in the next step.",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"intro_video_url": "https://www.youtube.com/embed/AcfMCT7wLLo",
"is_complete": 0,
"is_mandatory": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2020-10-19 14:25:31.427339",
"modified": "2020-10-30 14:35:59.474920",
"modified_by": "Administrator",
"name": "Chart of Accounts",
"owner": "Administrator",
"path": "Tree/Account",
"reference_document": "Account",
"show_form_tour": 0,
"show_full_form": 0,
"title": "Review Chart of Accounts",
"validate_action": 0

2
erpnext/accounts/onboarding_step/configure_account_settings/configure_account_settings.json
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@ -6,7 +6,6 @@
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_mandatory": 0,
"is_single": 1,
"is_skipped": 0,
"modified": "2020-10-19 14:40:55.584484",
@ -14,6 +13,7 @@
"name": "Configure Account Settings",
"owner": "Administrator",
"reference_document": "Accounts Settings",
"show_form_tour": 0,
"show_full_form": 1,
"title": "Configure Account Settings",
"validate_action": 1

7
erpnext/accounts/onboarding_step/create_a_customer/create_a_customer.json
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@ -1,20 +1,19 @@
{
"action": "Create Entry",
"creation": "2020-05-14 17:46:41.831517",
"description": "# Customer\n\nA customer, who is sometimes known as a client, buyer, or purchaser is the one who receives goods, services, products, or ideas, from a seller for a monetary consideration.\n\n### Creating a customer is easy and can be done in the following steps\n\n1. Go to the Customer list and click on New.\n2. Enter Full Name of the customer.\n3. Select **Company** if the customer represents a company or **Individual** otherwise in Type field.\n4. Select a Customer Group. A few groups are included by default, you can create additional groups if you need.\n5. Select the Territory.\n6. If the customer is being created against a lead, you can select the same in From Lead field.\n7. Save.\n\nUp next is a video about customers and suppliers that will give you more clarity on these concepts in ERPNext",
"description": "## Who is a Customer?\n\nA customer, who is sometimes known as a client, buyer, or purchaser is the one who receives goods, services, products, or ideas, from a seller for a monetary consideration.\n\nEvery customer needs to be assigned a unique id. Customer name itself can be the id or you can set a naming series for ids to be generated in Selling Settings.\n\nJust like the supplier, let's quickly create a customer.",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"intro_video_url": "https://www.youtube.com/watch?v=zsrrVDk6VBs",
"is_complete": 0,
"is_mandatory": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2020-10-16 12:59:16.989156",
"modified": "2020-10-30 15:28:46.659660",
"modified_by": "Administrator",
"name": "Create a Customer",
"owner": "Administrator",
"reference_document": "Customer",
"show_form_tour": 0,
"show_full_form": 0,
"title": "Create a Customer",
"validate_action": 1

9
erpnext/accounts/onboarding_step/create_a_product/create_a_product.json
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@ -1,20 +1,21 @@
{
"action": "Create Entry",
"creation": "2020-05-12 18:16:06.624554",
"description": "## Creating Products\n\nIn ERPNext, any product or a service offered by your company is called an Item. The term Item is also applicable to raw materials or components of products yet to be produced (before they can be sold to customers). ERPNext allows you to manage all sorts of items like raw-materials, sub-assemblies, finished goods, item variants, and service items.\n\nERPNext is optimized for itemized management of your sales and purchase. If you are in services, you can create an Item for each service that you offer. Completing the Item Master is very essential for the successful implementation of ERPNext.\n\nYou can access the Item section\n\n`Desk > Stock > Item`\n\n\n",
"description": "## Products and Services\n\nDepending on the nature of your business, you might be selling products or services to your clients or even both. \nERPNext is optimized for itemized management of your sales and purchase.\n\nThe **Item Master** is where you can add all your sales items. If you are in services, you can create an Item for each service that you offer. If you run a manufacturing business, the same master is used for keeping a record of raw materials, sub-assemblies etc.\n\nCompleting the Item Master is very essential for the successful implementation of ERPNext. We have a brief video introducing the item master for you, you can watch it in the next step.",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"intro_video_url": "https://www.youtube.com/watch?v=Sl5UFA5H5EQ",
"is_complete": 0,
"is_mandatory": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2020-10-16 12:59:16.983833",
"modified": "2020-10-30 15:20:30.133495",
"modified_by": "Administrator",
"name": "Create a Product",
"owner": "Administrator",
"reference_document": "Item",
"show_form_tour": 0,
"show_full_form": 0,
"title": "Create a Product",
"title": "Create a Sales Item",
"validate_action": 1
}

6
erpnext/accounts/onboarding_step/create_a_supplier/create_a_supplier.json
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@ -1,19 +1,19 @@
{
"action": "Create Entry",
"creation": "2020-05-14 22:09:10.043554",
"description": "## Let's add your Suppliers\n\nSuppliers are companies or individuals who provide you with products or services. A supplier may be distinguished from a contractor or subcontractor, who commonly adds specialized input to deliverables. A supplier is also known as a vendor. There are different types of suppliers based on the goods and products they supply.\n\nERPNext allows you to create your own categories of suppliers. These categories are known as Supplier Groups. For example, if your suppliers are mainly pharmaceutical companies and FMCG distributors, you can create a new Supplier Groups for them and name the groups accordingly.",
"description": "## Who is a Supplier?\n\nSuppliers are companies or individuals who provide you with products or services. ERPNext has comprehensive features for purchase cycles. \n\nLet's quickly create a supplier with the minimal details required. You need the name of the supplier, assign the supplier to a group, and select the type of the supplier, viz. Company or Individual.",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_mandatory": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2020-10-16 12:59:16.979176",
"modified": "2020-10-30 15:26:48.315772",
"modified_by": "Administrator",
"name": "Create a Supplier",
"owner": "Administrator",
"reference_document": "Supplier",
"show_form_tour": 0,
"show_full_form": 0,
"title": "Create a Supplier",
"validate_action": 1

6
erpnext/accounts/onboarding_step/create_your_first_purchase_invoice/create_your_first_purchase_invoice.json
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@ -1,19 +1,19 @@
{
"action": "Create Entry",
"creation": "2020-05-14 22:10:07.049704",
"description": "# What's a Purchase Invoice?\n\nA Purchase Invoice is a bill you receive from your Suppliers against which you need to make the payment.\nPurchase Invoice is the exact opposite of your Sales Invoice. Here you accrue expenses to your Supplier. Making a Purchase Invoice is very similar to making a Purchase Order.\n\n![Purchase Flow](https://docs.erpnext.com/docs/assets/img/accounts/pi-flow.png)\n\n",
"description": "# What's a Purchase Invoice?\n\nA Purchase Invoice is a bill you receive from your Suppliers against which you need to make the payment.\nPurchase Invoice is the exact opposite of your Sales Invoice. Here you accrue expenses to your Supplier. \n\nThe following is what a typical purchase cycle looks like, however you can create a purchase invoice directly as well.\n\n![Purchase Flow](https://docs.erpnext.com/docs/assets/img/accounts/pi-flow.png)\n\n",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_mandatory": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2020-10-16 12:59:16.976334",
"modified": "2020-10-30 15:30:26.337773",
"modified_by": "Administrator",
"name": "Create Your First Purchase Invoice",
"owner": "Administrator",
"reference_document": "Purchase Invoice",
"show_form_tour": 0,
"show_full_form": 1,
"title": "Create Your First Purchase Invoice ",
"validate_action": 1

2
erpnext/accounts/onboarding_step/create_your_first_sales_invoice/create_your_first_sales_invoice.json
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@ -6,7 +6,6 @@
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_mandatory": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2020-10-16 12:59:16.987507",
@ -14,6 +13,7 @@
"name": "Create Your First Sales Invoice",
"owner": "Administrator",
"reference_document": "Sales Invoice",
"show_form_tour": 0,
"show_full_form": 1,
"title": "Create Your First Sales Invoice ",
"validate_action": 1

7
erpnext/accounts/onboarding_step/setup_taxes/setup_taxes.json
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@ -1,19 +1,20 @@
{
"action": "Create Entry",
"action_label": "Make a Sales Tax Template",
"creation": "2020-05-13 19:29:43.844463",
"description": "# Setting up Taxes\n\nOne of the primary motivators for compulsory use of accounting tools is the calculation of taxes. ERPNext allows you to make configurable tax templates that you can apply to your sales or purchase transactions.\n\nThe templates created from this form can be used in Sales Orders and Sales Invoices. The way ERPNext sets up taxes is via templates. Other types of charges that may apply to your invoices (like shipping, insurance etc.) can also be configured as taxes.\n\nFor Tax Accounts that you want to use in the tax templates, go to:\n\n`> Home > Accounting > Chart of Accounts`\n\nSelect an account and click on edit. Select the 'Account Type' as 'Tax' for the account.\nIn this step we will guide you towards making the sales and taxes template.",
"description": "# Setting up Taxes\n\nAny sophisticated accounting system, including ERPNext will have automatic tax calculations for your transactions. These calculations are based on user defined rules in compliance to local rules and regulations.\n\nERPNext allows this via *Tax Templates*. These templates can be used in Sales Orders and Sales Invoices. Other types of charges that may apply to your invoices (like shipping, insurance etc.) can also be configured as taxes.\n\nFor Tax Accounts that you want to use in the tax templates, go to:\n\n`> Accounting > Taxes > Sales Taxes and Charges Template`\n\nYou can read more about these templates in our documentation [here](https://docs.erpnext.com/docs/user/manual/en/selling/sales-taxes-and-charges-template)\n",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_mandatory": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2020-10-16 12:59:16.991287",
"modified": "2020-10-30 14:54:18.087383",
"modified_by": "Administrator",
"name": "Setup Taxes",
"owner": "Administrator",
"reference_document": "Sales Taxes and Charges Template",
"show_form_tour": 1,
"show_full_form": 1,
"title": "Lets create a Tax Template for Sales ",
"validate_action": 0