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Add Overview of project & ERPNext design

steffeydev 2025-02-28 19:23:28 +00:00
parent 23f59f15f9
commit 4074443568
1 changed files with 27 additions and 0 deletions
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Overview-of-project-%26-ERPNext-design.md Normal file

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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