311 lines
6.9 KiB
Python
311 lines
6.9 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"),
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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": "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": "Quotation",
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"description": _("Quotes to Leads or Customers."),
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"onboard": 1,
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"dependencies": ["Item", "Customer"],
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},
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{
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"type": "doctype",
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"name": "Sales Order",
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"description": _("Confirmed orders from Customers."),
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"onboard": 1,
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"dependencies": ["Item", "Customer"],
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},
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{
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"type": "doctype",
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"name": "Sales Partner",
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"description": _("Manage Sales Partners."),
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"dependencies": ["Item"],
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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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"dependencies": ["Item", "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": "Territory Target Variance (Item Group-Wise)",
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"route": "#query-report/Territory Target Variance Item Group-Wise",
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"doctype": "Territory",
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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": "Sales Person Target Variance (Item Group-Wise)",
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"route": "#query-report/Sales Person Target Variance Item Group-Wise",
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"doctype": "Sales Person",
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"dependencies": ["Sales Person"],
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},
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]
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},
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{
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"label": _("Items and Pricing"),
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"items": [
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{
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"type": "doctype",
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"name": "Item",
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"description": _("All Products or Services."),
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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": "Item Price",
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"description": _("Multiple Item prices."),
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"route": "#Report/Item Price",
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"dependencies": ["Item", "Price List"],
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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": "Price List",
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"description": _("Price List master."),
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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": "Item Group",
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"icon": "fa fa-sitemap",
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"label": _("Item Group"),
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"link": "Tree/Item Group",
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"description": _("Tree of Item Groups."),
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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": "Product Bundle",
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"description": _("Bundle items at time of sale."),
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"dependencies": ["Item"],
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},
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{
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"type": "doctype",
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"name": "Pricing Rule",
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"description": _("Rules for applying pricing and discount."),
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"dependencies": ["Item"],
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},
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{
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"type": "doctype",
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"name": "Shipping Rule",
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"description": _("Rules for adding shipping costs."),
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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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"name": "Selling Settings",
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"description": _("Default settings for selling transactions."),
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"settings": 1,
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},
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{
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"type": "doctype",
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"name":"Terms and Conditions",
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"label": _("Terms and Conditions Template"),
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"description": _("Template of terms or contract."),
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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": "Sales Taxes and Charges Template",
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"description": _("Tax template for selling transactions."),
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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": "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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"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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},
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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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},
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{
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"type": "doctype",
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"name": "Address",
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"description": _("All Addresses."),
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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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},
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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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},
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{
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"label": _("Key Reports"),
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"icon": "fa fa-table",
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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": "Sales Analytics",
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"doctype": "Sales Order",
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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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"is_query_report": True,
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"name": "Customer Acquisition and Loyalty",
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"doctype": "Customer",
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"icon": "fa fa-bar-chart",
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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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},
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{
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"type": "report",
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"is_query_report": True,
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"name": "Ordered Items To Be Delivered",
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"doctype": "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": "Sales Person-wise Transaction Summary",
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"doctype": "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": "Item-wise Sales History",
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"doctype": "Item"
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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": "Quotation Trends",
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"doctype": "Quotation"
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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": "Sales Order Trends",
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"doctype": "Sales Order"
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},
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]
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},
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{
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"label": _("Other 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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},
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{
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"type": "report",
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"is_query_report": True,
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"name": "Address And Contacts",
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"label": _("Customer Addresses And Contacts"),
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"doctype": "Address",
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"route_options": {
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"party_type": "Customer"
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}
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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": "BOM Search",
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"doctype": "BOM"
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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": "Available Stock for Packing Items",
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"doctype": "Item",
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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": "Pending SO Items For Purchase Request",
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"doctype": "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": "Customer Credit Balance",
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"doctype": "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": "Customers Without Any Sales Transactions",
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"doctype": "Customer"
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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": _("Customer and Supplier"),
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"youtube_id": "anoGi_RpQ20"
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},
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{
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"type": "help",
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"label": _("Sales Order to Payment"),
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"youtube_id": "1eP90MWoDQM"
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},
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{
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"type": "help",
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"label": _("Point-of-Sale"),
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"youtube_id": "4WkelWkbP_c"
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},
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]
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},
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]
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