210 lines
4.6 KiB
Python
210 lines
4.6 KiB
Python
from __future__ import unicode_literals
|
|
from frappe import _
|
|
|
|
def get_data():
|
|
return [
|
|
{
|
|
"label": _("Sales Pipeline"),
|
|
"icon": "fa fa-star",
|
|
"items": [
|
|
{
|
|
"type": "doctype",
|
|
"name": "Lead",
|
|
"description": _("Database of potential customers."),
|
|
"onboard": 1,
|
|
},
|
|
{
|
|
"type": "doctype",
|
|
"name": "Opportunity",
|
|
"description": _("Potential opportunities for selling."),
|
|
"onboard": 1,
|
|
},
|
|
{
|
|
"type": "doctype",
|
|
"name": "Customer",
|
|
"description": _("Customer database."),
|
|
"onboard": 1,
|
|
},
|
|
{
|
|
"type": "doctype",
|
|
"name": "Contact",
|
|
"description": _("All Contacts."),
|
|
"onboard": 1,
|
|
},
|
|
{
|
|
"type": "doctype",
|
|
"name": "Communication",
|
|
"description": _("Record of all communications of type email, phone, chat, visit, etc."),
|
|
},
|
|
{
|
|
"type": "doctype",
|
|
"name": "Lead Source",
|
|
"description": _("Track Leads by Lead Source.")
|
|
},
|
|
]
|
|
},
|
|
{
|
|
"label": _("Reports"),
|
|
"icon": "fa fa-list",
|
|
"items": [
|
|
{
|
|
"type": "report",
|
|
"is_query_report": True,
|
|
"name": "Lead Details",
|
|
"doctype": "Lead",
|
|
"onboard": 1,
|
|
},
|
|
{
|
|
"type": "page",
|
|
"name": "sales-funnel",
|
|
"label": _("Sales Funnel"),
|
|
"icon": "fa fa-bar-chart",
|
|
"onboard": 1,
|
|
},
|
|
{
|
|
"type": "report",
|
|
"name": "Prospects Engaged But Not Converted",
|
|
"doctype": "Lead",
|
|
"is_query_report": True,
|
|
"onboard": 1,
|
|
},
|
|
{
|
|
"type": "report",
|
|
"name": "Minutes to First Response for Opportunity",
|
|
"doctype": "Opportunity",
|
|
"is_query_report": True,
|
|
"dependencies": ["Opportunity"]
|
|
},
|
|
{
|
|
"type": "report",
|
|
"is_query_report": True,
|
|
"name": "Customer Addresses And Contacts",
|
|
"doctype": "Contact",
|
|
"dependencies": ["Customer"]
|
|
},
|
|
{
|
|
"type": "report",
|
|
"is_query_report": True,
|
|
"name": "Inactive Customers",
|
|
"doctype": "Sales Order",
|
|
"dependencies": ["Sales Order"]
|
|
},
|
|
{
|
|
"type": "report",
|
|
"is_query_report": True,
|
|
"name": "Campaign Efficiency",
|
|
"doctype": "Lead",
|
|
"dependencies": ["Lead"]
|
|
},
|
|
{
|
|
"type": "report",
|
|
"is_query_report": True,
|
|
"name": "Lead Owner Efficiency",
|
|
"doctype": "Lead",
|
|
"dependencies": ["Lead"]
|
|
}
|
|
]
|
|
},
|
|
{
|
|
"label": _("Settings"),
|
|
"icon": "fa fa-cog",
|
|
"items": [
|
|
{
|
|
"type": "doctype",
|
|
"label": _("Customer Group"),
|
|
"name": "Customer Group",
|
|
"icon": "fa fa-sitemap",
|
|
"link": "Tree/Customer Group",
|
|
"description": _("Manage Customer Group Tree."),
|
|
"onboard": 1,
|
|
},
|
|
{
|
|
"type": "doctype",
|
|
"label": _("Territory"),
|
|
"name": "Territory",
|
|
"icon": "fa fa-sitemap",
|
|
"link": "Tree/Territory",
|
|
"description": _("Manage Territory Tree."),
|
|
"onboard": 1,
|
|
},
|
|
{
|
|
"type": "doctype",
|
|
"label": _("Sales Person"),
|
|
"name": "Sales Person",
|
|
"icon": "fa fa-sitemap",
|
|
"link": "Tree/Sales Person",
|
|
"description": _("Manage Sales Person Tree."),
|
|
"onboard": 1,
|
|
},
|
|
{
|
|
"type": "doctype",
|
|
"name": "Campaign",
|
|
"description": _("Sales campaigns."),
|
|
},
|
|
{
|
|
"type": "doctype",
|
|
"name": "Email Campaign",
|
|
"description": _("Sends Mails to lead or contact based on a Campaign schedule"),
|
|
},
|
|
{
|
|
"type": "doctype",
|
|
"name": "SMS Center",
|
|
"description":_("Send mass SMS to your contacts"),
|
|
},
|
|
{
|
|
"type": "doctype",
|
|
"name": "SMS Log",
|
|
"description":_("Logs for maintaining sms delivery status"),
|
|
},
|
|
{
|
|
"type": "doctype",
|
|
"name": "SMS Settings",
|
|
"description": _("Setup SMS gateway settings")
|
|
}
|
|
]
|
|
},
|
|
{
|
|
"label": _("Maintenance"),
|
|
"icon": "fa fa-star",
|
|
"items": [
|
|
{
|
|
"type": "doctype",
|
|
"name": "Maintenance Schedule",
|
|
"description": _("Plan for maintenance visits."),
|
|
"onboard": 1,
|
|
},
|
|
{
|
|
"type": "doctype",
|
|
"name": "Maintenance Visit",
|
|
"description": _("Visit report for maintenance call."),
|
|
},
|
|
{
|
|
"type": "report",
|
|
"name": "Maintenance Schedules",
|
|
"is_query_report": True,
|
|
"doctype": "Maintenance Schedule"
|
|
},
|
|
{
|
|
"type": "doctype",
|
|
"name": "Warranty Claim",
|
|
"description": _("Warranty Claim against Serial No."),
|
|
},
|
|
]
|
|
},
|
|
# {
|
|
# "label": _("Help"),
|
|
# "items": [
|
|
# {
|
|
# "type": "help",
|
|
# "label": _("Lead to Quotation"),
|
|
# "youtube_id": "TxYX4r4JAKA"
|
|
# },
|
|
# {
|
|
# "type": "help",
|
|
# "label": _("Newsletters"),
|
|
# "youtube_id": "muLKsCrrDRo"
|
|
# },
|
|
# ]
|
|
# },
|
|
]
|