237 lines
5.2 KiB
Python
237 lines
5.2 KiB
Python
from __future__ import unicode_literals
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from frappe import _
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def get_data():
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return [
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{
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"label": _("Sales Pipeline"),
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"icon": "fa fa-star",
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"items": [
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{
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"type": "doctype",
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"name": "Lead",
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"description": _("Database of potential customers."),
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"onboard": 1,
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},
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{
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"type": "doctype",
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"name": "Opportunity",
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"description": _("Potential opportunities for selling."),
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"onboard": 1,
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},
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{
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"type": "doctype",
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"name": "Customer",
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"description": _("Customer database."),
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"onboard": 1,
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},
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{
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"type": "doctype",
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"name": "Contact",
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"description": _("All Contacts."),
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"onboard": 1,
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},
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{
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"type": "doctype",
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"name": "Communication",
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"description": _("Record of all communications of type email, phone, chat, visit, etc."),
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},
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{
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"type": "doctype",
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"name": "Lead Source",
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"description": _("Track Leads by Lead Source.")
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},
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{
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"type": "doctype",
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"name": "Contract",
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"description": _("Helps you keep tracks of Contracts based on Supplier, Customer and Employee"),
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},
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{
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"type": "doctype",
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"name": "Appointment",
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"description" : _("Helps you manage appointments with your leads"),
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},
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{
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"type": "doctype",
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"name": "Newsletter",
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"label": _("Newsletter"),
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}
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]
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},
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{
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"label": _("Reports"),
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"icon": "fa fa-list",
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"items": [
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{
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"type": "report",
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"is_query_report": True,
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"name": "Lead Details",
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"doctype": "Lead",
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"onboard": 1,
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},
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{
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"type": "page",
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"name": "sales-funnel",
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"label": _("Sales Funnel"),
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"icon": "fa fa-bar-chart",
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"onboard": 1,
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},
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{
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"type": "report",
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"name": "Prospects Engaged But Not Converted",
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"doctype": "Lead",
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"is_query_report": True,
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"onboard": 1,
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},
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{
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"type": "report",
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"name": "Minutes to First Response for Opportunity",
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"doctype": "Opportunity",
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"is_query_report": True,
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"dependencies": ["Opportunity"]
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},
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{
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"type": "report",
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"is_query_report": True,
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"name": "Customer Addresses And Contacts",
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"doctype": "Contact",
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"dependencies": ["Customer"]
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},
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{
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"type": "report",
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"is_query_report": True,
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"name": "Inactive Customers",
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"doctype": "Sales Order",
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"dependencies": ["Sales Order"]
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},
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{
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"type": "report",
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"is_query_report": True,
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"name": "Campaign Efficiency",
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"doctype": "Lead",
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"dependencies": ["Lead"]
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},
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{
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"type": "report",
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"is_query_report": True,
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"name": "Lead Owner Efficiency",
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"doctype": "Lead",
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"dependencies": ["Lead"]
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},
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{
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"type": "report",
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"is_query_report": True,
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"name": "Territory-wise Sales",
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"doctype": "Opportunity",
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"dependencies": ["Opportunity"]
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}
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]
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},
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{
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"label": _("Settings"),
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"icon": "fa fa-cog",
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"items": [
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{
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"type": "doctype",
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"label": _("Customer Group"),
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"name": "Customer Group",
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"icon": "fa fa-sitemap",
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"link": "Tree/Customer Group",
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"description": _("Manage Customer Group Tree."),
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"onboard": 1,
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},
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{
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"type": "doctype",
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"label": _("Territory"),
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"name": "Territory",
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"icon": "fa fa-sitemap",
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"link": "Tree/Territory",
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"description": _("Manage Territory Tree."),
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"onboard": 1,
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},
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{
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"type": "doctype",
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"label": _("Sales Person"),
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"name": "Sales Person",
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"icon": "fa fa-sitemap",
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"link": "Tree/Sales Person",
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"description": _("Manage Sales Person Tree."),
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"onboard": 1,
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},
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{
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"type": "doctype",
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"name": "Campaign",
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"description": _("Sales campaigns."),
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},
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{
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"type": "doctype",
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"name": "Email Campaign",
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"description": _("Sends Mails to lead or contact based on a Campaign schedule"),
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},
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{
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"type": "doctype",
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"name": "SMS Center",
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"description":_("Send mass SMS to your contacts"),
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},
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{
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"type": "doctype",
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"name": "SMS Log",
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"description":_("Logs for maintaining sms delivery status"),
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},
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{
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"type": "doctype",
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"name": "SMS Settings",
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"description": _("Setup SMS gateway settings")
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},
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{
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"type": "doctype",
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"label": _("Email Group"),
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"name": "Email Group",
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}
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]
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},
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{
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"label": _("Maintenance"),
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"icon": "fa fa-star",
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"items": [
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{
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"type": "doctype",
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"name": "Maintenance Schedule",
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"description": _("Plan for maintenance visits."),
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"onboard": 1,
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},
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{
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"type": "doctype",
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"name": "Maintenance Visit",
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"description": _("Visit report for maintenance call."),
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},
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{
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"type": "report",
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"name": "Maintenance Schedules",
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"is_query_report": True,
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"doctype": "Maintenance Schedule"
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},
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{
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"type": "doctype",
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"name": "Warranty Claim",
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"description": _("Warranty Claim against Serial No."),
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},
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]
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},
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# {
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# "label": _("Help"),
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# "items": [
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# {
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# "type": "help",
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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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