commit
82988be79f
@ -87,6 +87,11 @@ def get_data():
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"label": _("Lead to Quotation"),
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"youtube_id": "TxYX4r4JAKA"
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},
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{
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"type": "help",
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"label": _("Newsletters"),
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"youtube_id": "muLKsCrrDRo"
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},
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]
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},
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{
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@ -122,6 +127,26 @@ def get_data():
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"label": _("Opening Stock Balance"),
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"youtube_id": "0yPgrtfeCTs"
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},
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{
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"type": "help",
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"label": _("Making Stock Entries"),
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"youtube_id": "Njt107hlY3I"
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},
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{
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"type": "help",
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"label": _("Serialized Inventory"),
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"youtube_id": "gvOVlEwFDAk"
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},
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{
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"type": "help",
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"label": _("Batch Inventory"),
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"youtube_id": "J0QKl7ABPKM"
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},
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{
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"type": "help",
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"label": _("Managing Subcontracting"),
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"youtube_id": "ThiMCC2DtKo"
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},
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]
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},
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{
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@ -137,7 +162,16 @@ def get_data():
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"label": _("Material Request to Purchase Order"),
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"youtube_id": "4TN9kPyfIqM"
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},
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{
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"type": "help",
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"label": _("Purchase Order to Payment"),
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"youtube_id": "EK65tLdVUDk"
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},
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{
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"type": "help",
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"label": _("Managing Subcontracting"),
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"youtube_id": "ThiMCC2DtKo"
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},
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]
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},
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{
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@ -179,6 +213,11 @@ def get_data():
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"label": _("Expense Claims"),
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"youtube_id": "5SZHJF--ZFY"
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},
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{
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"type": "help",
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"label": _("Processing Payroll"),
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"youtube_id": "apgE-f25Rm0"
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},
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]
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},
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{
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@ -1,36 +1,67 @@
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{
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"allow_copy": 0,
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"allow_import": 1,
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"allow_rename": 0,
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"autoname": "naming_series:",
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"creation": "2013-03-07 18:50:30",
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"custom": 0,
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"description": "Potential Sales Deal",
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"docstatus": 0,
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"doctype": "DocType",
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"document_type": "Transaction",
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"document_type": "Document",
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"fields": [
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{
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"allow_on_submit": 0,
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"fieldname": "from_section",
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"fieldtype": "Section Break",
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"label": "From",
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"hidden": 0,
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"ignore_user_permissions": 0,
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"in_filter": 0,
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"in_list_view": 0,
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"label": "",
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"no_copy": 0,
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"options": "icon-user",
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"permlevel": 0
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"permlevel": 0,
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"print_hide": 0,
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"read_only": 0,
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"unique": 0
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},
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{
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"allow_on_submit": 0,
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"fieldname": "naming_series",
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"fieldtype": "Select",
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"hidden": 0,
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"ignore_user_permissions": 0,
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"in_filter": 0,
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"in_list_view": 0,
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"label": "Series",
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"no_copy": 1,
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"oldfieldname": "naming_series",
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"oldfieldtype": "Select",
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"options": "OPTY-",
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"permlevel": 0,
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"print_hide": 0,
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"read_only": 0,
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"reqd": 1
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"reqd": 1,
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"search_index": 0,
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"set_only_once": 0,
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"unique": 0
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},
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{
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"allow_on_submit": 0,
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"fieldname": "enquiry_from",
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"fieldtype": "Select",
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"hidden": 0,
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"ignore_user_permissions": 0,
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"in_filter": 0,
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"in_list_view": 0,
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"label": "Opportunity From",
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"no_copy": 0,
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"oldfieldname": "enquiry_from",
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"oldfieldtype": "Select",
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"options": "\nLead\nCustomer",
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@ -38,13 +69,18 @@
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"print_hide": 1,
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"read_only": 0,
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"report_hide": 0,
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"unique": 0
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},
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{
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"allow_on_submit": 0,
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"depends_on": "eval:doc.enquiry_from===\"Customer\"",
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"fieldname": "customer",
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"fieldtype": "Link",
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"hidden": 0,
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"ignore_user_permissions": 0,
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"in_filter": 1,
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"in_list_view": 0,
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"label": "Customer",
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@ -55,65 +91,126 @@
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"permlevel": 0,
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"print_hide": 1,
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"read_only": 0,
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"report_hide": 0,
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"reqd": 0,
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"search_index": 0
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"search_index": 0,
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"set_only_once": 0,
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"unique": 0
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},
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{
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"allow_on_submit": 0,
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"depends_on": "eval:doc.enquiry_from===\"Lead\"",
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"fieldname": "lead",
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"fieldtype": "Link",
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"hidden": 0,
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"ignore_user_permissions": 0,
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"in_filter": 1,
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"in_list_view": 0,
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"label": "Lead",
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"no_copy": 0,
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"oldfieldname": "lead",
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"oldfieldtype": "Link",
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"options": "Lead",
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"permlevel": 0,
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"print_hide": 1,
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"read_only": 0
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"read_only": 0,
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"report_hide": 0,
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"reqd": 0,
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"search_index": 0,
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"set_only_once": 0,
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"unique": 0
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},
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{
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"allow_on_submit": 0,
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"depends_on": "",
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"fieldname": "customer_name",
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"fieldtype": "Data",
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"hidden": 0,
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"ignore_user_permissions": 0,
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"in_filter": 0,
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"in_list_view": 0,
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"label": "Customer / Lead Name",
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"no_copy": 0,
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"permlevel": 0,
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"print_hide": 0,
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"read_only": 1
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"reqd": 0,
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"set_only_once": 0,
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"unique": 0
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},
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{
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"allow_on_submit": 0,
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"fieldname": "column_break0",
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"fieldtype": "Column Break",
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"hidden": 0,
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"in_filter": 0,
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"in_list_view": 0,
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"oldfieldtype": "Column Break",
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"set_only_once": 0,
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"unique": 0,
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"width": "50%"
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},
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{
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"allow_on_submit": 0,
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"fieldname": "title",
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"fieldtype": "Data",
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"hidden": 0,
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"ignore_user_permissions": 0,
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"in_filter": 0,
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"in_list_view": 0,
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"label": "Title",
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"no_copy": 0,
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"permlevel": 0,
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"precision": ""
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"precision": "",
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"print_hide": 0,
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"read_only": 0,
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"report_hide": 0,
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"reqd": 0,
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"search_index": 0,
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"set_only_once": 0,
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"unique": 0
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},
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{
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"allow_on_submit": 0,
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"default": "Sales",
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"fieldname": "enquiry_type",
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"fieldtype": "Select",
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"hidden": 0,
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"ignore_user_permissions": 0,
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"in_filter": 0,
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"in_list_view": 0,
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"label": "Opportunity Type",
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"no_copy": 0,
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"oldfieldname": "enquiry_type",
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"oldfieldtype": "Select",
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"options": "Sales\nMaintenance",
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"permlevel": 0,
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"print_hide": 0,
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"read_only": 0,
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"reqd": 1
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"search_index": 0,
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},
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{
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"allow_on_submit": 0,
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"default": "Open",
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"fieldname": "status",
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"fieldtype": "Select",
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"hidden": 0,
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"ignore_user_permissions": 0,
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"in_filter": 0,
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"in_list_view": 0,
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"label": "Status",
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"no_copy": 1,
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@ -123,276 +220,571 @@
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"permlevel": 0,
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"print_hide": 1,
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},
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{
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"fieldname": "with_items",
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"fieldtype": "Check",
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"hidden": 0,
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"ignore_user_permissions": 0,
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"in_filter": 0,
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||||
"in_list_view": 0,
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"label": "With Items",
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},
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{
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||||
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"depends_on": "with_items",
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"fieldname": "items_section",
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"fieldtype": "Section Break",
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||||
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||||
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||||
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{
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||||
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||||
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||||
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||||
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|
||||
},
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||||
{
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||||
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||||
"depends_on": "eval:doc.lead || doc.customer",
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"fieldname": "contact_info",
|
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||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
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|
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|
||||
},
|
||||
{
|
||||
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|
||||
"depends_on": "eval:doc.customer || doc.lead",
|
||||
"fieldname": "customer_address",
|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
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|
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|
||||
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|
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|
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
"ignore_user_permissions": 0,
|
||||
"in_filter": 1,
|
||||
"in_list_view": 0,
|
||||
"label": "Customer Group",
|
||||
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|
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|
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|
||||
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|
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|
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|
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},
|
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{
|
||||
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|
||||
"fieldname": "column_break3",
|
||||
"fieldtype": "Column Break",
|
||||
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|
||||
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|
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|
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|
||||
"reqd": 0,
|
||||
"search_index": 0,
|
||||
"set_only_once": 0,
|
||||
"unique": 0
|
||||
},
|
||||
{
|
||||
"allow_on_submit": 0,
|
||||
"depends_on": "eval:doc.lead || doc.customer",
|
||||
"fieldname": "contact_person",
|
||||
"fieldtype": "Link",
|
||||
"hidden": 0,
|
||||
"ignore_user_permissions": 0,
|
||||
"in_filter": 1,
|
||||
"in_list_view": 0,
|
||||
"label": "Contact Person",
|
||||
"no_copy": 0,
|
||||
"options": "Contact",
|
||||
"permlevel": 0,
|
||||
"print_hide": 1,
|
||||
"read_only": 0
|
||||
"read_only": 0,
|
||||
"report_hide": 0,
|
||||
"reqd": 0,
|
||||
"search_index": 0,
|
||||
"set_only_once": 0,
|
||||
"unique": 0
|
||||
},
|
||||
{
|
||||
"allow_on_submit": 0,
|
||||
"depends_on": "customer",
|
||||
"fieldname": "contact_display",
|
||||
"fieldtype": "Small Text",
|
||||
"hidden": 0,
|
||||
"ignore_user_permissions": 0,
|
||||
"in_filter": 0,
|
||||
"in_list_view": 0,
|
||||
"label": "Contact",
|
||||
"no_copy": 0,
|
||||
"permlevel": 0,
|
||||
"read_only": 1
|
||||
"print_hide": 0,
|
||||
"read_only": 1,
|
||||
"report_hide": 0,
|
||||
"reqd": 0,
|
||||
"search_index": 0,
|
||||
"set_only_once": 0,
|
||||
"unique": 0
|
||||
},
|
||||
{
|
||||
"allow_on_submit": 0,
|
||||
"depends_on": "eval:doc.lead || doc.customer",
|
||||
"fieldname": "contact_email",
|
||||
"fieldtype": "Small Text",
|
||||
"hidden": 0,
|
||||
"ignore_user_permissions": 0,
|
||||
"in_filter": 0,
|
||||
"in_list_view": 0,
|
||||
"label": "Contact Email",
|
||||
"no_copy": 0,
|
||||
"permlevel": 0,
|
||||
"read_only": 1
|
||||
"print_hide": 0,
|
||||
"read_only": 1,
|
||||
"report_hide": 0,
|
||||
"reqd": 0,
|
||||
"search_index": 0,
|
||||
"set_only_once": 0,
|
||||
"unique": 0
|
||||
},
|
||||
{
|
||||
"allow_on_submit": 0,
|
||||
"depends_on": "eval:doc.lead || doc.customer",
|
||||
"fieldname": "contact_mobile",
|
||||
"fieldtype": "Small Text",
|
||||
"hidden": 0,
|
||||
"ignore_user_permissions": 0,
|
||||
"in_filter": 0,
|
||||
"in_list_view": 0,
|
||||
"label": "Contact Mobile No",
|
||||
"no_copy": 0,
|
||||
"permlevel": 0,
|
||||
"read_only": 1
|
||||
"print_hide": 0,
|
||||
"read_only": 1,
|
||||
"report_hide": 0,
|
||||
"reqd": 0,
|
||||
"search_index": 0,
|
||||
"set_only_once": 0,
|
||||
"unique": 0
|
||||
},
|
||||
{
|
||||
"allow_on_submit": 0,
|
||||
"fieldname": "more_info",
|
||||
"fieldtype": "Section Break",
|
||||
"hidden": 0,
|
||||
"ignore_user_permissions": 0,
|
||||
"in_filter": 0,
|
||||
"in_list_view": 0,
|
||||
"label": "More Info",
|
||||
"no_copy": 0,
|
||||
"oldfieldtype": "Section Break",
|
||||
"options": "icon-file-text",
|
||||
"permlevel": 0,
|
||||
"read_only": 0
|
||||
"print_hide": 0,
|
||||
"read_only": 0,
|
||||
"report_hide": 0,
|
||||
"reqd": 0,
|
||||
"search_index": 0,
|
||||
"set_only_once": 0,
|
||||
"unique": 0
|
||||
},
|
||||
{
|
||||
"allow_on_submit": 0,
|
||||
"fieldname": "column_break1",
|
||||
"fieldtype": "Column Break",
|
||||
"hidden": 0,
|
||||
"ignore_user_permissions": 0,
|
||||
"in_filter": 0,
|
||||
"in_list_view": 0,
|
||||
"no_copy": 0,
|
||||
"oldfieldtype": "Column Break",
|
||||
"permlevel": 0,
|
||||
"print_hide": 0,
|
||||
"read_only": 0,
|
||||
"report_hide": 0,
|
||||
"reqd": 0,
|
||||
"search_index": 0,
|
||||
"set_only_once": 0,
|
||||
"unique": 0,
|
||||
"width": "50%"
|
||||
},
|
||||
{
|
||||
"allow_on_submit": 0,
|
||||
"default": "Today",
|
||||
"fieldname": "transaction_date",
|
||||
"fieldtype": "Date",
|
||||
"hidden": 0,
|
||||
"ignore_user_permissions": 0,
|
||||
"in_filter": 0,
|
||||
"in_list_view": 0,
|
||||
"label": "Opportunity Date",
|
||||
"no_copy": 0,
|
||||
"oldfieldname": "transaction_date",
|
||||
"oldfieldtype": "Date",
|
||||
"permlevel": 0,
|
||||
"print_hide": 0,
|
||||
"read_only": 0,
|
||||
"report_hide": 0,
|
||||
"reqd": 1,
|
||||
"search_index": 0,
|
||||
"set_only_once": 0,
|
||||
"unique": 0,
|
||||
"width": "50px"
|
||||
},
|
||||
{
|
||||
"allow_on_submit": 0,
|
||||
"fieldname": "company",
|
||||
"fieldtype": "Link",
|
||||
"hidden": 0,
|
||||
"ignore_user_permissions": 0,
|
||||
"in_filter": 1,
|
||||
"in_list_view": 0,
|
||||
"label": "Company",
|
||||
"no_copy": 0,
|
||||
"oldfieldname": "company",
|
||||
"oldfieldtype": "Link",
|
||||
"options": "Company",
|
||||
"permlevel": 0,
|
||||
"print_hide": 1,
|
||||
"read_only": 0,
|
||||
"report_hide": 0,
|
||||
"reqd": 1,
|
||||
"search_index": 1
|
||||
"search_index": 1,
|
||||
"set_only_once": 0,
|
||||
"unique": 0
|
||||
},
|
||||
{
|
||||
"allow_on_submit": 0,
|
||||
"fieldname": "source",
|
||||
"fieldtype": "Select",
|
||||
"hidden": 0,
|
||||
"ignore_user_permissions": 0,
|
||||
"in_filter": 0,
|
||||
"in_list_view": 0,
|
||||
"label": "Source",
|
||||
"no_copy": 0,
|
||||
"oldfieldname": "source",
|
||||
"oldfieldtype": "Select",
|
||||
"options": "\nExisting Customer\nReference\nAdvertisement\nCold Calling\nExhibition\nSupplier Reference\nMass Mailing\nCustomer's Vendor\nCampaign\nWalk In",
|
||||
"permlevel": 0,
|
||||
"read_only": 0
|
||||
"print_hide": 0,
|
||||
"read_only": 0,
|
||||
"report_hide": 0,
|
||||
"reqd": 0,
|
||||
"search_index": 0,
|
||||
"set_only_once": 0,
|
||||
"unique": 0
|
||||
},
|
||||
{
|
||||
"allow_on_submit": 0,
|
||||
"description": "Enter name of campaign if source of enquiry is campaign",
|
||||
"fieldname": "campaign",
|
||||
"fieldtype": "Link",
|
||||
"hidden": 0,
|
||||
"ignore_user_permissions": 0,
|
||||
"in_filter": 0,
|
||||
"in_list_view": 0,
|
||||
"label": "Campaign",
|
||||
"no_copy": 0,
|
||||
"oldfieldname": "campaign",
|
||||
"oldfieldtype": "Link",
|
||||
"options": "Campaign",
|
||||
"permlevel": 0,
|
||||
"read_only": 0
|
||||
"print_hide": 0,
|
||||
"read_only": 0,
|
||||
"report_hide": 0,
|
||||
"reqd": 0,
|
||||
"search_index": 0,
|
||||
"set_only_once": 0,
|
||||
"unique": 0
|
||||
},
|
||||
{
|
||||
"allow_on_submit": 0,
|
||||
"fieldname": "fiscal_year",
|
||||
"fieldtype": "Link",
|
||||
"hidden": 0,
|
||||
"ignore_user_permissions": 0,
|
||||
"in_filter": 1,
|
||||
"in_list_view": 0,
|
||||
"label": "Fiscal Year",
|
||||
"no_copy": 0,
|
||||
"oldfieldname": "fiscal_year",
|
||||
"oldfieldtype": "Select",
|
||||
"options": "Fiscal Year",
|
||||
"permlevel": 0,
|
||||
"print_hide": 1,
|
||||
"read_only": 0,
|
||||
"report_hide": 0,
|
||||
"reqd": 1,
|
||||
"search_index": 1
|
||||
"search_index": 1,
|
||||
"set_only_once": 0,
|
||||
"unique": 0
|
||||
},
|
||||
{
|
||||
"allow_on_submit": 0,
|
||||
"depends_on": "eval:!doc.__islocal",
|
||||
"fieldname": "order_lost_reason",
|
||||
"fieldtype": "Text",
|
||||
"hidden": 0,
|
||||
"ignore_user_permissions": 0,
|
||||
"in_filter": 0,
|
||||
"in_list_view": 0,
|
||||
"label": "Lost Reason",
|
||||
"no_copy": 1,
|
||||
"permlevel": 0,
|
||||
"read_only": 1
|
||||
"print_hide": 0,
|
||||
"read_only": 1,
|
||||
"report_hide": 0,
|
||||
"reqd": 0,
|
||||
"search_index": 0,
|
||||
"set_only_once": 0,
|
||||
"unique": 0
|
||||
},
|
||||
{
|
||||
"allow_on_submit": 0,
|
||||
"fieldname": "column_break2",
|
||||
"fieldtype": "Column Break",
|
||||
"hidden": 0,
|
||||
"ignore_user_permissions": 0,
|
||||
"in_filter": 0,
|
||||
"in_list_view": 0,
|
||||
"no_copy": 0,
|
||||
"oldfieldtype": "Column Break",
|
||||
"permlevel": 0,
|
||||
"print_hide": 0,
|
||||
"read_only": 0,
|
||||
"report_hide": 0,
|
||||
"reqd": 0,
|
||||
"search_index": 0,
|
||||
"set_only_once": 0,
|
||||
"unique": 0,
|
||||
"width": "50%"
|
||||
},
|
||||
{
|
||||
"allow_on_submit": 0,
|
||||
"description": "Your sales person who will contact the customer in future",
|
||||
"fieldname": "contact_by",
|
||||
"fieldtype": "Link",
|
||||
"hidden": 0,
|
||||
"ignore_user_permissions": 0,
|
||||
"in_filter": 1,
|
||||
"in_list_view": 0,
|
||||
"label": "Next Contact By",
|
||||
"no_copy": 0,
|
||||
"oldfieldname": "contact_by",
|
||||
"oldfieldtype": "Link",
|
||||
"options": "User",
|
||||
"permlevel": 0,
|
||||
"print_hide": 0,
|
||||
"read_only": 0,
|
||||
"report_hide": 0,
|
||||
"reqd": 0,
|
||||
"search_index": 0,
|
||||
"set_only_once": 0,
|
||||
"unique": 0,
|
||||
"width": "75px"
|
||||
},
|
||||
{
|
||||
"allow_on_submit": 0,
|
||||
"description": "Your sales person will get a reminder on this date to contact the customer",
|
||||
"fieldname": "contact_date",
|
||||
"fieldtype": "Datetime",
|
||||
"hidden": 0,
|
||||
"ignore_user_permissions": 0,
|
||||
"in_filter": 0,
|
||||
"in_list_view": 0,
|
||||
"label": "Next Contact Date",
|
||||
"no_copy": 0,
|
||||
"oldfieldname": "contact_date",
|
||||
"oldfieldtype": "Date",
|
||||
"permlevel": 0,
|
||||
"read_only": 0
|
||||
"print_hide": 0,
|
||||
"read_only": 0,
|
||||
"report_hide": 0,
|
||||
"reqd": 0,
|
||||
"search_index": 0,
|
||||
"set_only_once": 0,
|
||||
"unique": 0
|
||||
},
|
||||
{
|
||||
"allow_on_submit": 0,
|
||||
"fieldname": "to_discuss",
|
||||
"fieldtype": "Small Text",
|
||||
"hidden": 0,
|
||||
"ignore_user_permissions": 0,
|
||||
"in_filter": 0,
|
||||
"in_list_view": 0,
|
||||
"label": "To Discuss",
|
||||
"no_copy": 1,
|
||||
"oldfieldname": "to_discuss",
|
||||
"oldfieldtype": "Small Text",
|
||||
"permlevel": 0,
|
||||
"read_only": 0
|
||||
"print_hide": 0,
|
||||
"read_only": 0,
|
||||
"report_hide": 0,
|
||||
"reqd": 0,
|
||||
"search_index": 0,
|
||||
"set_only_once": 0,
|
||||
"unique": 0
|
||||
},
|
||||
{
|
||||
"allow_on_submit": 0,
|
||||
"fieldname": "amended_from",
|
||||
"fieldtype": "Link",
|
||||
"hidden": 0,
|
||||
"ignore_user_permissions": 1,
|
||||
"in_filter": 0,
|
||||
"in_list_view": 0,
|
||||
"label": "Amended From",
|
||||
"no_copy": 1,
|
||||
"oldfieldname": "amended_from",
|
||||
@ -401,13 +793,24 @@
|
||||
"permlevel": 0,
|
||||
"print_hide": 1,
|
||||
"read_only": 1,
|
||||
"report_hide": 0,
|
||||
"reqd": 0,
|
||||
"search_index": 0,
|
||||
"set_only_once": 0,
|
||||
"unique": 0,
|
||||
"width": "150px"
|
||||
}
|
||||
],
|
||||
"hide_heading": 0,
|
||||
"hide_toolbar": 0,
|
||||
"icon": "icon-info-sign",
|
||||
"idx": 1,
|
||||
"in_create": 0,
|
||||
"in_dialog": 0,
|
||||
"is_submittable": 0,
|
||||
"modified": "2015-04-13 12:53:43.490817",
|
||||
"issingle": 0,
|
||||
"istable": 0,
|
||||
"modified": "2015-08-07 17:11:33.955441",
|
||||
"modified_by": "Administrator",
|
||||
"module": "CRM",
|
||||
"name": "Opportunity",
|
||||
@ -420,31 +823,42 @@
|
||||
"create": 1,
|
||||
"delete": 1,
|
||||
"email": 1,
|
||||
"export": 0,
|
||||
"if_owner": 0,
|
||||
"import": 0,
|
||||
"permlevel": 0,
|
||||
"print": 1,
|
||||
"read": 1,
|
||||
"report": 1,
|
||||
"role": "Sales User",
|
||||
"set_user_permissions": 0,
|
||||
"share": 1,
|
||||
"submit": 0,
|
||||
"write": 1
|
||||
},
|
||||
{
|
||||
"amend": 0,
|
||||
"apply_user_permissions": 0,
|
||||
"cancel": 0,
|
||||
"create": 1,
|
||||
"delete": 1,
|
||||
"email": 1,
|
||||
"export": 0,
|
||||
"if_owner": 0,
|
||||
"import": 0,
|
||||
"permlevel": 0,
|
||||
"print": 1,
|
||||
"read": 1,
|
||||
"report": 1,
|
||||
"role": "Sales Manager",
|
||||
"set_user_permissions": 0,
|
||||
"share": 1,
|
||||
"submit": 0,
|
||||
"write": 1
|
||||
}
|
||||
],
|
||||
"read_only": 0,
|
||||
"read_only_onload": 0,
|
||||
"search_fields": "status,transaction_date,customer,lead,enquiry_type,territory,company",
|
||||
"sort_field": "modified",
|
||||
"sort_order": "DESC",
|
||||
|
Loading…
x
Reference in New Issue
Block a user