From 4074443568e2ef53c054dd455f262533a189819e Mon Sep 17 00:00:00 2001 From: steffeydev Date: Fri, 28 Feb 2025 19:23:28 +0000 Subject: [PATCH] Add Overview of project & ERPNext design --- Overview-of-project-%26-ERPNext-design.md | 27 +++++++++++++++++++++++ 1 file changed, 27 insertions(+) create mode 100644 Overview-of-project-%26-ERPNext-design.md diff --git a/Overview-of-project-%26-ERPNext-design.md b/Overview-of-project-%26-ERPNext-design.md new file mode 100644 index 0000000..27b4ab7 --- /dev/null +++ b/Overview-of-project-%26-ERPNext-design.md @@ -0,0 +1,27 @@ +1. Create a lead +2. Opportunity +3. Quotation (bid/estimate) + - add cost of materials. Auto correct to one way address, Address and email validation. Bypass on new streets. + - Auto populate map with address. Right now dropping pin where address is, go to actual location to address. +4. Approval/denial Customer + - Email approval quotation of customer + - Create email template, Landry add functionality with button. Timeline? +5. Create Sales Order +6. Project + - auto populate fields + - Go on calendar, print work orders, +7. Collect Deposit +8. Schedule Crew + - Bug not allowing schedule crew + - Default project / task defaulting to project number, but they want the common name. +9. Execute Job + - auto populate with the project details +10. Time Tracking (timesheet doc type) + - add table for crew lead and multiple roles +11. Complete job +12. Final billing/payment collection + - advance payment John customer example +13. Feedback review customer + - Email and text message +14. Warranty follow up + - auto populate with start and end dates \ No newline at end of file