[messages] cleanup
This commit is contained in:
Rushabh Mehta
parent
868bb26e24
commit
83aa5ee3df
@ -105,46 +105,34 @@ def make_projects(domain):
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if domain == 'Education':
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tasks += [
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{
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"title": _("Setup Master Data"),
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"title": _("Setup your School in ERPNext"),
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"start_date": current_date,
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"end_date": frappe.utils.add_days(current_date, 1),
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"file": "school_masters.md"
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},
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{
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"title": _("Manage Operations"),
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"title": "Setup Master Data",
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"start_date": current_date,
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"end_date": frappe.utils.add_days(current_date, 2),
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"file": "school_operations.md"
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},
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{
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"title": _("Import Data"),
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"start_date": current_date,
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"end_date": frappe.utils.add_days(current_date, 3),
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"file": "school_import_data.md"
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},
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{
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"title": "Go Live!",
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"start_date": current_date,
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"end_date": frappe.utils.add_days(current_date, 4),
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"file": "school_go_live.md"
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"end_date": frappe.utils.add_days(current_date, 1),
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"file": "school_masters.md"
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}]
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else:
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tasks += [
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{
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"title": "Setup Master Data",
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"title": "Setup Your Company",
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"start_date": current_date,
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"end_date": frappe.utils.add_days(current_date, 1),
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"file": "masters.md"
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},
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{
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"title": "Try a Sales Cycle",
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"title": "Start Tracking your Sales",
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"start_date": current_date,
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"end_date": frappe.utils.add_days(current_date, 2),
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"file": "sales.md"
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},
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{
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"title": "Try a Purchase Cycle",
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"title": "Start Managing Purchases",
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"start_date": current_date,
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"end_date": frappe.utils.add_days(current_date, 3),
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"file": "purchase.md"
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@ -177,6 +165,10 @@ def import_email_alert():
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email_alert = frappe.get_doc(json.loads(f.read())[0])
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email_alert.insert()
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# trigger the first message!
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from frappe.email.doctype.email_alert.email_alert import trigger_daily_alerts
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trigger_daily_alerts()
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def test_sample():
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frappe.db.sql('delete from `tabEmail Alert`')
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frappe.db.sql('delete from tabProject')
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@ -2,13 +2,6 @@ Thanks for checking this out! ❤️
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If you are evaluating an ERP system for the first time, this is going to be quite a task! But don't worry, ERPNext is awesome.
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First, let's just get familiar with the surroundings. ERPNext covers a *lot of features*, go to the home page and click on the "Explore" icon. Click on all the modules, and make a list of things you want to do.
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First, get familiar with the surroundings. ERPNext covers a *lot of features*, go to the home page and click on the "Explore" icon.
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Whats more, you can also update it here:
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Things I like to do in ERPNext
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👇👇👇👇
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1.
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2.
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All the best!
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@ -1,21 +1,18 @@
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Ready to go live with ERPNext?
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Ready to go live with ERPNext? 🏁🏁🏁
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So lets be clear,
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1. You tried a few cycles in ERPNext
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2. You have imported all your records - your model of your organization is complete.
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3. You can see the Matrix 🙅
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Now lets bring the current "state" of your business into ERPNext. For this you need to do a few more things.
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Warning: This might be tricky, and you can always do this later and you might need the help of your accountant to help you with this.
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Here are the steps:
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1. Sync up your **Chart of Accounts**
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3. Add your opening stock using **Stock Reconciliation**
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4. Add your open invoices (both sales and purchase)
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3. Add your opening account balances by making a **Journal Entry**
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You are now set to go! 🏁 😎
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If you need help for going live, sign up for an account at erpnext.com or find a partner to help you with this.
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Or you can watch these videos 📺:
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Setup your chart of accounts: https://www.youtube.com/watch?v=AcfMCT7wLLo
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Add Open Stock: https://www.youtube.com/watch?v=nlHX0ZZ84Lw
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Add Opening Balances: https://www.youtube.com/watch?v=nlHX0ZZ84Lw
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@ -1,8 +1,5 @@
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Ready for some real stuff? 💪 Lets import some data!
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Lets import some data! 💪💪
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If you are already running a business, you most likely have your Items, Customers or Suppliers in some spreadsheet file somewhere.
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You can quickly get them into ERPNext by using the data import tool. Just type "data import" in the search bar to get started 🔎
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If you need help, just head to the user forum https://discuss.erpnext.com
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If you are already running a business, you most likely have your Items, Customers or Suppliers in some spreadsheet file somewhere, import it into ERPNext with the Data Import Tool.
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Watch this video to get started: https://www.youtube.com/watch?v=Ta2Xx3QoK3E
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@ -1,14 +1,7 @@
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💡Tip: Your ERPNext account is a model of your real business 🏠
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Start building a model of your business in ERPNext by adding your Items and Customers.
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So what does a business exactly do?
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These videos 📺 will help you get started:
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**You sell products (or services) to a customer**
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Adding Customers and Suppliers: https://www.youtube.com/watch?v=zsrrVDk6VBs
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To start building a model of your business, you can start with just 2 things:
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1. Customers
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2. Items
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Start adding them now!
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Hint: type "Item" in the search bar above 🔎
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Adding Items and Prices: https://www.youtube.com/watch?v=FcOsV-e8ymE
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@ -1,13 +1,10 @@
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Already figured out sales? Nice, now lets get to purchasing stuff.
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How to manage your purchasing in ERPNext 🛒🛒🛒:
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1. First add a few **Suppliers**
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2. Find out what you need by making **Material Requests**. Think of them as stickies 🗒 on your refrigerator.
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1. Add a few **Suppliers**
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2. Find out what you need by making **Material Requests**.
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3. Now start placing orders via **Purchase Order**.
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4. When your suppliers deliver, make **Purchase Receipts**
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Thats it!
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If you track inventory on your items, they will automatically be added to your stock.
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Now never run out of stock again! 😎
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Watch this video 📺 to get an overview: https://www.youtube.com/watch?v=4TN9kPyfIqM
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@ -1,17 +1,8 @@
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ERPNext covers most of what you need to start selling. 🔔
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Start managing your sales with ERPNext 🔔🔔🔔:
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Few terms to get familiar with:
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1. Add potential business contacts as **Leads**
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2. Udpate your deals in pipeline in **Opportunities**
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3. Send proposals to your leads or customers with **Quotations**
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4. Track confirmed orders with **Sales Orders**
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1. Potential customers are **Leads**
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2. Deals in pipeline are **Opportunities**
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3. Proposals sent to customers are **Quotations**
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4. Confirmed orders are **Sales Orders**
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5. Fulfilment (shipment or completion of services) is **Delivery Note**
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The first thing you should probably do is add 5 leads (contact information about prospects who can give you new business). Hint: just type "Lead" in the search bar on the top 🔎
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Find out if they have any need you can help with and make a few "Opportunities"
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Then send them proposals with "Quotation". Did you know, you can email them directly from ERPNext! 😎
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See your sales go up up up! 📈
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Watch this video 📺 to get an overview: https://www.youtube.com/watch?v=o9XCSZHJfpA
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@ -1,20 +0,0 @@
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Ready to go live with ERPNext?
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So lets be clear,
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1. You tried a doing a few things in ERPNext
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2. You have imported all your records - your model of your school is complete.
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3. You can see the Matrix 🙅
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Now lets bring the current "state" of your institute into ERPNext -> This includes the standard organization stuff like accounts and inventory management. For this you need to do a few more things.
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Warning: This might be tricky, and you can always do this later and you might need the help of your accountant to help you with this.
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1. Sync up your **Chart of Accounts**
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3. Add your opening stock using **Stock Reconciliation**
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3. Add your opening account balances by making a **Journal Entry**
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You are now set to go! 🏁 😎
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If you need help for going live, sign up for an account at erpnext.com or find a partner to help you with this.
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@ -1,8 +1,5 @@
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Ready for some real stuff? 💪 Lets import some data!
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Lets import some data! 💪💪
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If you are already running a school, you most likely have your Students in some spreadsheet file somewhere.
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You can quickly get them into ERPNext by using the data import tool. Just type "data import" in the search bar to get started 🔎
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If you need help, just head to the user forum https://discuss.erpnext.com
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If you are already running a school, you most likely have your Students in some spreadsheet file somewhere. Import it into ERPNext with the Data Import Tool.
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Watch this video to get started: https://www.youtube.com/watch?v=Ta2Xx3QoK3E
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@ -1,6 +1,4 @@
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💡Tip: Your ERPNext account is a model of your school or college 🏠
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Lets start making things in ERPNext that are reprentative of your institution.
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Lets start making things in ERPNext that are representative of your institution.
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1. Make a list of **Programs** that you offer
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1. Add a few **Courses** that your programs cover
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@ -8,4 +6,4 @@ Lets start making things in ERPNext that are reprentative of your institution.
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1. Start adding **Students**
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1. Group your students into **Batches**
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Now you are ready to run your school. Start by tracking attendance! 🖐
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Watch this video to learn more about ERPNext Schools: https://www.youtube.com/watch?v=f6foQOyGzdA
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@ -1,11 +0,0 @@
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ERPNext will help you manage your day-to-day operations 📝
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1. Admissions
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1. Attendance
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1. Assessments
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1. Fee collection
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1. Time Table and scheduling
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Unless you have a dedicated team to set this up for you, we recommend using student attendance first! For that you need to create Student Batches and Student Groups. What is the difference?
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If all your students in a group have the same set of classes (like in a primary school) then you make batches. If your student in a particular program can select their courses, you need to create a Student Group for each course! 👩👩👧👧👨👨👧👦
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@ -1,28 +1,28 @@
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[
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{
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"attach_print": 0,
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"condition": "doc.status in ('Open', 'Overdue')",
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"date_changed": "exp_end_date",
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"days_in_advance": 0,
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"docstatus": 0,
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"doctype": "Email Alert",
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"document_type": "Task",
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"enabled": 1,
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"event": "Days After",
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"is_standard": 0,
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"message": "<p>Task due today:</p>\n\n<div>\n{{ doc.description }}\n</div>\n\n<hr>\n<p style=\"font-size: 85%\">\nThis is a notification for a task that is due today, and a sample <b>Email Alert</b>. In ERPNext you can setup email alerts on anything, Invoices, Orders, Leads, Opportunities, so you never miss a thing.\n</p>",
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"method": null,
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"modified": "2017-03-09 07:34:58.168370",
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"module": null,
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"name": "Task Due Alert",
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"attach_print": 0,
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"condition": "doc.status in ('Open', 'Overdue')",
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"date_changed": "exp_end_date",
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"days_in_advance": 0,
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"docstatus": 0,
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"doctype": "Email Alert",
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"document_type": "Task",
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"enabled": 1,
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"event": "Days After",
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"is_standard": 0,
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"message": "<p>Task due today:</p>\n\n<div>\n{{ doc.description }}\n</div>\n\n<hr>\n<p style=\"font-size: 85%\">\nThis is a notification for a task that is due today, and a sample <b>Email Alert</b>. In ERPNext you can setup email alerts on anything, Invoices, Orders, Leads, Opportunities, so you never miss a thing.\n<br>To edit this, and setup other alerts, just type <b>Email Alert</b> in the search bar.</p>",
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"method": null,
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"modified": "2017-03-09 07:34:58.168370",
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"module": null,
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"name": "Task Due Alert",
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"recipients": [
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{
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"cc": null,
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"condition": null,
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"cc": null,
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"condition": null,
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"email_by_document_field": "owner"
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}
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],
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"subject": "{{ doc.subject }}",
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],
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"subject": "{{ doc.subject }}",
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"value_changed": null
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}
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]
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