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[setup] add market segments and sales stages

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This commit is contained in:
Prateeksha Singh 2018-11-20 23:44:13 +05:30
parent 6f7233229e
commit aeb8abf1ed
2 changed files with 16 additions and 25 deletions
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40
erpnext/setup/setup_wizard/operations/install_fixtures.py
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@ -210,6 +210,21 @@ def install(country=None):
# Share Management
{"doctype": "Share Type", "title": _("Equity")},
{"doctype": "Share Type", "title": _("Preference")},
# Market Segments
{"doctype": "Market Segment", "market_segment": _("Lower Income")},
{"doctype": "Market Segment", "market_segment": _("Middle Income")},
{"doctype": "Market Segment", "market_segment": _("Upper Income")},
# Sales Stages
{"doctype": "Sales Stage", "stage_name": _("Prospecting")},
{"doctype": "Sales Stage", "stage_name": _("Qualification")},
{"doctype": "Sales Stage", "stage_name": _("Needs Analysis")},
{"doctype": "Sales Stage", "stage_name": _("Value Proposition")},
{"doctype": "Sales Stage", "stage_name": _("Identifying Decision Makers")},
{"doctype": "Sales Stage", "stage_name": _("Perception Analysis")},
{"doctype": "Sales Stage", "stage_name": _("Proposal/Price Quote")},
{"doctype": "Sales Stage", "stage_name": _("Negotiation/Review")}
]
from erpnext.setup.setup_wizard.data.industry_type import get_industry_types
@ -313,31 +328,6 @@ def add_uom_data():
"value": d.get("value")
}).insert(ignore_permissions=True)
def add_market_segments():
records = [
# Market Segments
{"doctype": "Market Segment", "market_segment": _("Lower Income")},
{"doctype": "Market Segment", "market_segment": _("Middle Income")},
{"doctype": "Market Segment", "market_segment": _("Upper Income")}
]
make_records(records)
def add_sale_stages():
# Sale Stages
records = [
{"doctype": "Sales Stage", "stage_name": _("Prospecting")},
{"doctype": "Sales Stage", "stage_name": _("Qualification")},
{"doctype": "Sales Stage", "stage_name": _("Needs Analysis")},
{"doctype": "Sales Stage", "stage_name": _("Value Proposition")},
{"doctype": "Sales Stage", "stage_name": _("Identifying Decision Makers")},
{"doctype": "Sales Stage", "stage_name": _("Perception Analysis")},
{"doctype": "Sales Stage", "stage_name": _("Proposal/Price Quote")},
{"doctype": "Sales Stage", "stage_name": _("Negotiation/Review")}
]
make_records(records)
def install_company(args):
records = [
# Fiscal Year

1
erpnext/setup/setup_wizard/setup_wizard.py
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@ -142,6 +142,7 @@ def make_setup_docs(args):
fixtures.install_company(_dict(args))
fixtures.install_defaults(_dict(args))
# setup_taxes(args)
run_post_setup_complete(args)