From 5574d9a72d8e4d372e01035ab44a1254538feb50 Mon Sep 17 00:00:00 2001 From: Ankush Menat Date: Tue, 16 May 2023 13:38:55 +0530 Subject: [PATCH] fix(UX): misc "home" onboarding improvements (#35319) * fix(UX): cleanup "Home" onboarding - Remove company, letterhead, data import etc from home onboarding step * fix(UX): Show quick entry for item * chore: fix copy here and there --- .../setup/module_onboarding/home/home.json | 19 +++++-------------- .../company_set_up/company_set_up.json | 4 ++-- .../create_a_customer/create_a_customer.json | 6 +++--- .../create_a_quotation.json | 4 ++-- .../create_a_supplier/create_a_supplier.json | 6 +++--- .../create_an_item/create_an_item.json | 8 ++++---- .../data_import/data_import.json | 4 ++-- .../letterhead/letterhead.json | 4 ++-- .../navigation_help/navigation_help.json | 6 +++--- 9 files changed, 26 insertions(+), 35 deletions(-) diff --git a/erpnext/setup/module_onboarding/home/home.json b/erpnext/setup/module_onboarding/home/home.json index f02fc454c0..516f12229c 100644 --- a/erpnext/setup/module_onboarding/home/home.json +++ b/erpnext/setup/module_onboarding/home/home.json @@ -22,24 +22,18 @@ "creation": "2021-11-22 12:19:15.888642", "docstatus": 0, "doctype": "Module Onboarding", - "documentation_url": "https://docs.erpnext.com/docs/v13/user/manual/en/setting-up/company-setup", + "documentation_url": "https://docs.erpnext.com/docs/v14/user/manual/en/setting-up/company-setup", "idx": 0, "is_complete": 0, - "modified": "2022-06-07 14:31:00.575193", + "modified": "2023-05-16 13:13:24.043792", "modified_by": "Administrator", "module": "Setup", "name": "Home", "owner": "Administrator", "steps": [ - { - "step": "Company Set Up" - }, { "step": "Navigation Help" }, - { - "step": "Data import" - }, { "step": "Create an Item" }, @@ -51,12 +45,9 @@ }, { "step": "Create a Quotation" - }, - { - "step": "Letterhead" } ], - "subtitle": "Company, Item, Customer, Supplier, Navigation Help, Data Import, Letter Head, Quotation", - "success_message": "Masters are all set up!", - "title": "Let's Set Up Some Masters" + "subtitle": "Item, Customer, Supplier, Navigation Help and Quotation", + "success_message": "You're ready to start your journey with ERPNext", + "title": "Let's begin your journey with ERPNext" } \ No newline at end of file diff --git a/erpnext/setup/onboarding_step/company_set_up/company_set_up.json b/erpnext/setup/onboarding_step/company_set_up/company_set_up.json index 6f6583231f..fae2de0112 100644 --- a/erpnext/setup/onboarding_step/company_set_up/company_set_up.json +++ b/erpnext/setup/onboarding_step/company_set_up/company_set_up.json @@ -5,11 +5,11 @@ "description": "# Set Up a Company\n\nA company is a legal entity for which you will set up your books of account and create accounting transactions. In ERPNext, you can create multiple companies, and establish relationships (group/subsidiary) among them.\n\nWithin the company master, you can capture various default accounts for that Company and set crucial settings related to the accounting methodology followed for a company.\n", "docstatus": 0, "doctype": "Onboarding Step", - "idx": 0, + "idx": 1, "is_complete": 0, "is_single": 0, "is_skipped": 0, - "modified": "2021-12-15 14:22:18.317423", + "modified": "2023-05-15 09:18:42.895537", "modified_by": "Administrator", "name": "Company Set Up", "owner": "Administrator", diff --git a/erpnext/setup/onboarding_step/create_a_customer/create_a_customer.json b/erpnext/setup/onboarding_step/create_a_customer/create_a_customer.json index f74d745be9..e1a8f90866 100644 --- a/erpnext/setup/onboarding_step/create_a_customer/create_a_customer.json +++ b/erpnext/setup/onboarding_step/create_a_customer/create_a_customer.json @@ -5,17 +5,17 @@ "description": "# Create a Customer\n\nThe Customer master is at the heart of your sales transactions. Customers are linked in Quotations, Sales Orders, Invoices, and Payments. Customers can be either numbered or identified by name (you would typically do this based on the number of customers you have).\n\nThrough Customer\u2019s master, you can effectively track essentials like:\n - Customer\u2019s multiple address and contacts\n - Account Receivables\n - Credit Limit and Credit Period\n", "docstatus": 0, "doctype": "Onboarding Step", - "idx": 0, + "idx": 1, "is_complete": 0, "is_single": 0, "is_skipped": 0, - "modified": "2021-12-15 14:20:31.197564", + "modified": "2023-05-16 12:54:54.112364", "modified_by": "Administrator", "name": "Create a Customer", "owner": "Administrator", "reference_document": "Customer", "show_form_tour": 0, "show_full_form": 0, - "title": "Manage Customers", + "title": "Create a Customer", "validate_action": 1 } \ No newline at end of file diff --git a/erpnext/setup/onboarding_step/create_a_quotation/create_a_quotation.json b/erpnext/setup/onboarding_step/create_a_quotation/create_a_quotation.json index 8bdb621c0a..92b45b4ff8 100644 --- a/erpnext/setup/onboarding_step/create_a_quotation/create_a_quotation.json +++ b/erpnext/setup/onboarding_step/create_a_quotation/create_a_quotation.json @@ -5,11 +5,11 @@ "description": "# Create a Quotation\n\nLet\u2019s get started with business transactions by creating your first Quotation. You can create a Quotation for an existing customer or a prospect. It will be an approved document, with items you sell and the proposed price + taxes applied. After completing the instructions, you will get a Quotation in a ready to share print format.", "docstatus": 0, "doctype": "Onboarding Step", - "idx": 0, + "idx": 1, "is_complete": 0, "is_single": 0, "is_skipped": 0, - "modified": "2021-12-15 14:21:31.675330", + "modified": "2023-05-15 09:18:42.984170", "modified_by": "Administrator", "name": "Create a Quotation", "owner": "Administrator", diff --git a/erpnext/setup/onboarding_step/create_a_supplier/create_a_supplier.json b/erpnext/setup/onboarding_step/create_a_supplier/create_a_supplier.json index 9574141eaa..ef493fe00d 100644 --- a/erpnext/setup/onboarding_step/create_a_supplier/create_a_supplier.json +++ b/erpnext/setup/onboarding_step/create_a_supplier/create_a_supplier.json @@ -5,17 +5,17 @@ "description": "# Create a Supplier\n\nAlso known as Vendor, is a master at the center of your purchase transactions. Suppliers are linked in Request for Quotation, Purchase Orders, Receipts, and Payments. Suppliers can be either numbered or identified by name.\n\nThrough Supplier\u2019s master, you can effectively track essentials like:\n - Supplier\u2019s multiple address and contacts\n - Account Receivables\n - Credit Limit and Credit Period\n", "docstatus": 0, "doctype": "Onboarding Step", - "idx": 0, + "idx": 1, "is_complete": 0, "is_single": 0, "is_skipped": 0, - "modified": "2021-12-15 14:21:23.518301", + "modified": "2023-05-16 12:55:08.610113", "modified_by": "Administrator", "name": "Create a Supplier", "owner": "Administrator", "reference_document": "Supplier", "show_form_tour": 0, "show_full_form": 0, - "title": "Manage Suppliers", + "title": "Create a Supplier", "validate_action": 1 } \ No newline at end of file diff --git a/erpnext/setup/onboarding_step/create_an_item/create_an_item.json b/erpnext/setup/onboarding_step/create_an_item/create_an_item.json index cd29683346..15f36bec81 100644 --- a/erpnext/setup/onboarding_step/create_an_item/create_an_item.json +++ b/erpnext/setup/onboarding_step/create_an_item/create_an_item.json @@ -6,18 +6,18 @@ "docstatus": 0, "doctype": "Onboarding Step", "form_tour": "Item General", - "idx": 0, + "idx": 1, "intro_video_url": "", "is_complete": 0, "is_single": 0, "is_skipped": 0, - "modified": "2021-12-15 14:19:56.297772", + "modified": "2023-05-16 12:56:40.355878", "modified_by": "Administrator", "name": "Create an Item", "owner": "Administrator", "reference_document": "Item", "show_form_tour": 1, - "show_full_form": 1, - "title": "Manage Items", + "show_full_form": 0, + "title": "Create an Item", "validate_action": 1 } \ No newline at end of file diff --git a/erpnext/setup/onboarding_step/data_import/data_import.json b/erpnext/setup/onboarding_step/data_import/data_import.json index 4999a368d3..e5dd7da29d 100644 --- a/erpnext/setup/onboarding_step/data_import/data_import.json +++ b/erpnext/setup/onboarding_step/data_import/data_import.json @@ -5,11 +5,11 @@ "description": "# Import Data from Spreadsheet\n\nIn ERPNext, you can easily migrate your historical data using spreadsheets. You can use it for migrating not just masters (like Customer, Supplier, Items), but also for transactions like (outstanding invoices, opening stock and accounting entries, etc).", "docstatus": 0, "doctype": "Onboarding Step", - "idx": 0, + "idx": 1, "is_complete": 0, "is_single": 0, "is_skipped": 0, - "modified": "2022-06-07 14:28:51.390813", + "modified": "2023-05-15 09:18:42.962231", "modified_by": "Administrator", "name": "Data import", "owner": "Administrator", diff --git a/erpnext/setup/onboarding_step/letterhead/letterhead.json b/erpnext/setup/onboarding_step/letterhead/letterhead.json index 8e1bb8ce82..584fd481ba 100644 --- a/erpnext/setup/onboarding_step/letterhead/letterhead.json +++ b/erpnext/setup/onboarding_step/letterhead/letterhead.json @@ -5,11 +5,11 @@ "description": "# Create a Letter Head\n\nA Letter Head contains your organization's name, logo, address, etc which appears at the header and footer portion in documents. You can learn more about Setting up Letter Head in ERPNext here.\n", "docstatus": 0, "doctype": "Onboarding Step", - "idx": 0, + "idx": 1, "is_complete": 0, "is_single": 0, "is_skipped": 0, - "modified": "2021-12-15 14:21:39.037742", + "modified": "2023-05-15 09:18:42.995184", "modified_by": "Administrator", "name": "Letterhead", "owner": "Administrator", diff --git a/erpnext/setup/onboarding_step/navigation_help/navigation_help.json b/erpnext/setup/onboarding_step/navigation_help/navigation_help.json index cf07968bc7..f57818b9f7 100644 --- a/erpnext/setup/onboarding_step/navigation_help/navigation_help.json +++ b/erpnext/setup/onboarding_step/navigation_help/navigation_help.json @@ -2,14 +2,14 @@ "action": "Watch Video", "action_label": "Learn about Navigation options", "creation": "2021-11-22 12:09:52.233872", - "description": "# Navigation in ERPNext\n\nEase of navigating and browsing around the ERPNext is one of our core strengths. In the following video, you will learn how to reach a specific feature in ERPNext via module page or awesome bar\u2019s shortcut.\n", + "description": "# Navigation in ERPNext\n\nEase of navigating and browsing around the ERPNext is one of our core strengths. In the following video, you will learn how to reach a specific feature in ERPNext via module page or AwesomeBar.", "docstatus": 0, "doctype": "Onboarding Step", - "idx": 0, + "idx": 1, "is_complete": 0, "is_single": 0, "is_skipped": 0, - "modified": "2022-06-07 14:28:00.901082", + "modified": "2023-05-16 12:53:25.939908", "modified_by": "Administrator", "name": "Navigation Help", "owner": "Administrator",