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chore: Remove module onboarding records (#42790)
This commit is contained in:
Nabin Hait
@@ -1,47 +0,0 @@
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{
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"allow_roles": [
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{
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"role": "Accounts Manager"
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},
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{
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"role": "Accounts User"
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}
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],
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"creation": "2020-05-13 19:03:32.564049",
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"docstatus": 0,
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"doctype": "Module Onboarding",
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"documentation_url": "https://docs.erpnext.com/docs/user/manual/en/accounts",
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"idx": 0,
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"is_complete": 0,
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"modified": "2022-06-14 17:38:24.967834",
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"modified_by": "Administrator",
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"module": "Accounts",
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"name": "Accounts",
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"owner": "Administrator",
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"steps": [
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{
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"step": "Chart of Accounts"
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},
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{
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"step": "Setup Taxes"
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},
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{
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"step": "Accounts Settings"
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},
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{
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"step": "Cost Centers for Report and Budgeting"
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},
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{
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"step": "Create Your First Purchase Invoice"
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},
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{
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"step": "Updating Opening Balances"
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},
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{
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"step": "Financial Statements"
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}
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],
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"subtitle": "Accounts, Invoices, Taxation, and more.",
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"success_message": "The Accounts Module is all set up!",
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"title": "Let's Set Up Your Accounts and Taxes."
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}
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@@ -1,21 +0,0 @@
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{
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"action": "Show Form Tour",
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"action_label": "Take a quick walk-through of Accounts Settings",
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"creation": "2021-06-29 16:42:03.400731",
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"description": "# Account Settings\n\nIn ERPNext, Accounting features are configurable as per your business needs. Accounts Settings is the place to define some of your accounting preferences like:\n\n - Credit Limit and over billing settings\n - Taxation preferences\n - Deferred accounting preferences\n",
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"docstatus": 0,
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"doctype": "Onboarding Step",
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"idx": 0,
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"is_complete": 0,
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"is_single": 1,
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"is_skipped": 0,
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"modified": "2021-08-13 11:50:06.227835",
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"modified_by": "Administrator",
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"name": "Accounts Settings",
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"owner": "Administrator",
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"reference_document": "Accounts Settings",
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"show_form_tour": 0,
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"show_full_form": 0,
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"title": "Accounts Settings",
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"validate_action": 1
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}
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@@ -1,26 +0,0 @@
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{
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"action": "Go to Page",
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"action_label": "Learn more about Chart of Accounts",
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"callback_message": "You can continue with the onboarding after exploring this page",
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"callback_title": "Explore Chart of Accounts",
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"creation": "2020-05-13 19:58:20.928127",
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"description": "# Chart Of Accounts\n\nERPNext sets up a simple chart of accounts for each Company you create, but you can modify it according to business and legal requirements.",
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"docstatus": 0,
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"doctype": "Onboarding Step",
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"idx": 0,
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"intro_video_url": "https://www.youtube.com/embed/AcfMCT7wLLo",
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"is_complete": 0,
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"is_single": 0,
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"is_skipped": 0,
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"modified": "2022-06-07 14:21:26.264769",
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"modified_by": "Administrator",
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"name": "Chart of Accounts",
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"owner": "Administrator",
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"path": "Tree/Account",
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"reference_document": "Account",
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"show_form_tour": 0,
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"show_full_form": 0,
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"title": "Review Chart of Accounts",
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"validate_action": 0,
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"video_url": "https://www.youtube.com/embed/AcfMCT7wLLo"
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}
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@@ -1,20 +0,0 @@
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{
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"action": "Show Form Tour",
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"creation": "2020-05-14 17:53:00.876946",
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"description": "# Account Settings\n\nThis is a crucial piece of configuration. There are various account settings in ERPNext to restrict and configure actions in the Accounting module.\n\nThe following settings are avaialble for you to configure\n\n1. Account Freezing \n2. Credit and Overbilling\n3. Invoicing and Tax Automations\n4. Balance Sheet configurations\n\nThere's much more, you can check it all out in this step",
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"docstatus": 0,
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"doctype": "Onboarding Step",
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"idx": 0,
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"is_complete": 0,
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"is_single": 1,
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"is_skipped": 0,
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"modified": "2020-10-19 14:40:55.584484",
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"modified_by": "Administrator",
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"name": "Configure Account Settings",
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"owner": "Administrator",
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"reference_document": "Accounts Settings",
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"show_form_tour": 0,
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"show_full_form": 1,
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"title": "Configure Account Settings",
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"validate_action": 1
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}
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@@ -1,21 +0,0 @@
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{
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"action": "Go to Page",
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"action_label": "View Cost Center Tree",
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"creation": "2021-07-12 12:02:05.726608",
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"description": "# Cost Centers for Budgeting and Analysis\n\nWhile your Books of Accounts are framed to fulfill statutory requirements, you can set up Cost Center and Accounting Dimensions to address your companies reporting and budgeting requirements.\n\nClick here to learn more about how <b>[Cost Center](https://docs.erpnext.com/docs/v13/user/manual/en/accounts/cost-center)</b> and <b> [Dimensions](https://docs.erpnext.com/docs/v13/user/manual/en/accounts/accounting-dimensions)</b> allow you to get advanced financial analytics reports from ERPNext.",
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"docstatus": 0,
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"doctype": "Onboarding Step",
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"idx": 0,
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"is_complete": 0,
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"is_single": 0,
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"is_skipped": 0,
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"modified": "2021-08-13 11:55:08.510366",
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"modified_by": "Administrator",
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"name": "Cost Centers for Report and Budgeting",
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"owner": "Administrator",
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"path": "cost-center/view/tree",
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"show_form_tour": 0,
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"show_full_form": 0,
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"title": "Cost Centers for Budgeting and Analysis",
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"validate_action": 1
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}
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@@ -1,20 +0,0 @@
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{
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"action": "Create Entry",
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"creation": "2020-05-14 17:46:41.831517",
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"description": "## Who is a Customer?\n\nA customer, who is sometimes known as a client, buyer, or purchaser is the one who receives goods, services, products, or ideas, from a seller for a monetary consideration.\n\nEvery customer needs to be assigned a unique id. Customer name itself can be the id or you can set a naming series for ids to be generated in Selling Settings.\n\nJust like the supplier, let's quickly create a customer.",
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"docstatus": 0,
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"doctype": "Onboarding Step",
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"idx": 0,
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"is_complete": 0,
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"is_single": 0,
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"is_skipped": 0,
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"modified": "2020-10-30 15:28:46.659660",
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"modified_by": "Administrator",
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"name": "Create a Customer",
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"owner": "Administrator",
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"reference_document": "Customer",
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"show_form_tour": 0,
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"show_full_form": 0,
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"title": "Create a Customer",
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"validate_action": 1
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}
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@@ -1,21 +0,0 @@
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{
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"action": "Create Entry",
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"creation": "2020-05-12 18:16:06.624554",
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"description": "## Products and Services\n\nDepending on the nature of your business, you might be selling products or services to your clients or even both. \nERPNext is optimized for itemized management of your sales and purchase.\n\nThe **Item Master** is where you can add all your sales items. If you are in services, you can create an Item for each service that you offer. If you run a manufacturing business, the same master is used for keeping a record of raw materials, sub-assemblies etc.\n\nCompleting the Item Master is very essential for the successful implementation of ERPNext. We have a brief video introducing the item master for you, you can watch it in the next step.",
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"docstatus": 0,
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"doctype": "Onboarding Step",
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"idx": 0,
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"intro_video_url": "https://www.youtube.com/watch?v=Sl5UFA5H5EQ",
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"is_complete": 0,
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"is_single": 0,
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"is_skipped": 0,
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"modified": "2020-10-30 15:20:30.133495",
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"modified_by": "Administrator",
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"name": "Create a Product",
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"owner": "Administrator",
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"reference_document": "Item",
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"show_form_tour": 0,
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"show_full_form": 0,
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"title": "Create a Sales Item",
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"validate_action": 1
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}
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@@ -1,20 +0,0 @@
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{
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"action": "Create Entry",
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"creation": "2020-05-14 22:09:10.043554",
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"description": "## Who is a Supplier?\n\nSuppliers are companies or individuals who provide you with products or services. ERPNext has comprehensive features for purchase cycles. \n\nLet's quickly create a supplier with the minimal details required. You need the name of the supplier, assign the supplier to a group, and select the type of the supplier, viz. Company or Individual.",
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"docstatus": 0,
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"doctype": "Onboarding Step",
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"idx": 0,
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"is_complete": 0,
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"is_single": 0,
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"is_skipped": 0,
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"modified": "2020-10-30 15:26:48.315772",
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"modified_by": "Administrator",
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"name": "Create a Supplier",
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"owner": "Administrator",
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"reference_document": "Supplier",
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"show_form_tour": 0,
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"show_full_form": 0,
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"title": "Create a Supplier",
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"validate_action": 1
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}
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@@ -1,21 +0,0 @@
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{
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"action": "Show Form Tour",
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"action_label": "Let\u2019s create your first Purchase Invoice",
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"creation": "2020-05-14 22:10:07.049704",
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"description": "# Create your first Purchase Invoice\n\nA Purchase Invoice is a bill received from a Supplier for a product(s) or service(s) delivery to your company. You can track payables through Purchase Invoice and process Payment Entries against it.\n\nPurchase Invoices can also be created against a Purchase Order or Purchase Receipt.",
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"docstatus": 0,
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"doctype": "Onboarding Step",
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"idx": 0,
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"is_complete": 0,
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"is_single": 0,
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"is_skipped": 0,
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"modified": "2021-08-13 11:56:11.677253",
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"modified_by": "Administrator",
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"name": "Create Your First Purchase Invoice",
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"owner": "Administrator",
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"reference_document": "Purchase Invoice",
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"show_form_tour": 0,
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"show_full_form": 1,
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"title": "Create Your First Purchase Invoice ",
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"validate_action": 1
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}
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@@ -1,20 +0,0 @@
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{
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"action": "Create Entry",
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"creation": "2020-05-14 17:48:21.019019",
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"description": "# All about sales invoice\n\nA Sales Invoice is a bill that you send to your Customers against which the Customer makes the payment. Sales Invoice is an accounting transaction. On submission of Sales Invoice, the system updates the receivable and books income against a Customer Account.\n\nHere's the flow of how a sales invoice is generally created\n\n\n",
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"docstatus": 0,
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"doctype": "Onboarding Step",
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"idx": 0,
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"is_complete": 0,
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"is_single": 0,
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"is_skipped": 0,
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"modified": "2020-10-16 12:59:16.987507",
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"modified_by": "Administrator",
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"name": "Create Your First Sales Invoice",
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"owner": "Administrator",
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"reference_document": "Sales Invoice",
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"show_form_tour": 0,
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"show_full_form": 1,
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"title": "Create Your First Sales Invoice ",
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"validate_action": 1
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}
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@@ -1,23 +0,0 @@
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{
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"action": "View Report",
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"creation": "2021-07-12 12:08:47.026115",
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"description": "# Financial Statements\n\nIn ERPNext, you can get crucial financial reports like [Balance Sheet] and [Profit and Loss] statements with a click of a button. You can run in the report for a different period and plot analytics charts premised on statement data. For more reports, check sections like Financial Statements, General Ledger, and Profitability reports.\n\n<b>[Check Accounting reports](https://docs.erpnext.com/docs/v13/user/manual/en/accounts/accounting-reports)</b>",
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"docstatus": 0,
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"doctype": "Onboarding Step",
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"idx": 0,
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"is_complete": 0,
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"is_single": 0,
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"is_skipped": 0,
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"modified": "2021-08-13 11:59:18.767407",
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"modified_by": "Administrator",
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"name": "Financial Statements",
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"owner": "Administrator",
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"reference_report": "General Ledger",
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"report_description": "General Ledger",
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"report_reference_doctype": "GL Entry",
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"report_type": "Script Report",
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"show_form_tour": 0,
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"show_full_form": 0,
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"title": "Financial Statements",
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"validate_action": 1
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}
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@@ -1,21 +0,0 @@
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{
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"action": "Create Entry",
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"action_label": "Manage Sales Tax Templates",
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"creation": "2020-05-13 19:29:43.844463",
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"description": "# Setting up Taxes\n\nERPNext lets you configure your taxes so that they are automatically applied in your buying and selling transactions. You can configure them globally or even on Items. ERPNext taxes are pre-configured for most regions.",
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"docstatus": 0,
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"doctype": "Onboarding Step",
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"idx": 0,
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"is_complete": 0,
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"is_single": 0,
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"is_skipped": 0,
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"modified": "2022-06-14 17:37:56.694261",
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"modified_by": "Administrator",
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"name": "Setup Taxes",
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"owner": "Administrator",
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"reference_document": "Sales Taxes and Charges Template",
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"show_form_tour": 1,
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"show_full_form": 1,
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"title": "Setting up Taxes",
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"validate_action": 0
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}
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@@ -1,22 +0,0 @@
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{
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"action": "Watch Video",
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"action_label": "Learn how to update opening balances",
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"creation": "2021-07-12 11:53:50.525030",
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"description": "# Updating Opening Balances\n\nOnce you close the financial statement in previous accounting software, you can update the same as opening in your ERPNext's Balance Sheet accounts. This will allow you to get complete financial statements from ERPNext in the coming years, and discontinue the parallel accounting system right away.",
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"docstatus": 0,
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"doctype": "Onboarding Step",
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"idx": 0,
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"intro_video_url": "https://www.youtube.com/embed/U5wPIvEn-0c",
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"is_complete": 0,
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"is_single": 0,
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"is_skipped": 0,
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"modified": "2021-08-13 11:56:45.483418",
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"modified_by": "Administrator",
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"name": "Updating Opening Balances",
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"owner": "Administrator",
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"show_form_tour": 0,
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"show_full_form": 0,
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"title": "Updating Opening Balances",
|
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"validate_action": 1,
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"video_url": "https://www.youtube.com/embed/U5wPIvEn-0c"
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}
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@@ -1,41 +0,0 @@
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{
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"allow_roles": [
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{
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"role": "Accounts User"
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},
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{
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"role": "Maintenance User"
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}
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],
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"creation": "2020-05-08 15:10:45.571457",
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"docstatus": 0,
|
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"doctype": "Module Onboarding",
|
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"documentation_url": "https://docs.erpnext.com/docs/user/manual/en/asset",
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"idx": 0,
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"is_complete": 0,
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"modified": "2021-12-02 11:24:37.963746",
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"modified_by": "Administrator",
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"module": "Assets",
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"name": "Assets",
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"owner": "Administrator",
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"steps": [
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{
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"step": "Fixed Asset Accounts"
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},
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{
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"step": "Asset Category"
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},
|
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{
|
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"step": "Asset Item"
|
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},
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{
|
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"step": "Asset Purchase"
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},
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{
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"step": "Existing Asset"
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}
|
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],
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"subtitle": "Assets, Depreciations, Repairs, and more.",
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"success_message": "The Assets Module is all set up!",
|
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"title": "Let's Set Up the Assets Module."
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}
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@@ -1,21 +0,0 @@
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{
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"action": "Show Form Tour",
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"action_label": "Let's review existing Asset Category",
|
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"creation": "2021-08-13 14:26:18.656303",
|
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"description": "# Asset Category\n\nAn Asset Category classifies different assets of a Company.\n\nYou can create an Asset Category based on the type of assets. For example, all your desktops and laptops can be part of an Asset Category named \"Electronic Equipment\". Create a separate category for furniture. Also, you can update default properties for each category, like:\n - Depreciation type and duration\n - Fixed asset account\n - Depreciation account\n",
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"docstatus": 0,
|
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"doctype": "Onboarding Step",
|
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"idx": 0,
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"is_complete": 0,
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||||
"is_single": 0,
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||||
"is_skipped": 0,
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||||
"modified": "2024-01-24 02:20:26.145996",
|
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"modified_by": "Administrator",
|
||||
"name": "Asset Category",
|
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"owner": "Administrator",
|
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"reference_document": "Asset Category",
|
||||
"show_form_tour": 0,
|
||||
"show_full_form": 0,
|
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"title": "Define Asset Category",
|
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"validate_action": 1
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}
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@@ -1,22 +0,0 @@
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{
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"action": "Create Entry",
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"action_label": "Let's create a new Asset item",
|
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"creation": "2021-08-13 14:27:07.277167",
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"description": "# Asset Item\n\nAsset items are created based on Asset Category. You can create one or multiple items against once Asset Category. The sales and purchase transaction for Asset is done via Asset Item. ",
|
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"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
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"form_tour": "Item",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_single": 0,
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||||
"is_skipped": 0,
|
||||
"modified": "2021-12-02 11:23:48.158504",
|
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"modified_by": "Administrator",
|
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"name": "Asset Item",
|
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"owner": "Administrator",
|
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"reference_document": "Item",
|
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"show_form_tour": 1,
|
||||
"show_full_form": 1,
|
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"title": "Create an Asset Item",
|
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"validate_action": 1
|
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}
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@@ -1,21 +0,0 @@
|
||||
{
|
||||
"action": "Show Form Tour",
|
||||
"action_label": "Let's create a Purchase Receipt",
|
||||
"creation": "2021-08-13 14:27:53.678621",
|
||||
"description": "# Purchase an Asset\n\nAssets purchases process if done following the standard Purchase cycle. If capital work in progress is enabled in Asset Category, Asset will be created as soon as Purchase Receipt is created for it. You can quickly create a Purchase Receipt for Asset and see its impact on books of accounts.",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2021-11-23 10:02:03.235498",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Asset Purchase",
|
||||
"owner": "Administrator",
|
||||
"reference_document": "Purchase Receipt",
|
||||
"show_form_tour": 0,
|
||||
"show_full_form": 0,
|
||||
"title": "Purchase an Asset",
|
||||
"validate_action": 1
|
||||
}
|
||||
@@ -1,19 +0,0 @@
|
||||
{
|
||||
"action": "Create Entry",
|
||||
"creation": "2020-05-08 13:20:00.259985",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_mandatory": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2020-05-08 13:20:00.259985",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Create a Fixed Asset Item",
|
||||
"owner": "Administrator",
|
||||
"reference_document": "Item",
|
||||
"show_full_form": 0,
|
||||
"title": "Create a Fixed Asset Item",
|
||||
"validate_action": 0
|
||||
}
|
||||
@@ -1,19 +0,0 @@
|
||||
{
|
||||
"action": "Create Entry",
|
||||
"creation": "2020-05-08 13:21:53.332538",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_mandatory": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2020-05-08 13:21:53.332538",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Create an Asset",
|
||||
"owner": "Administrator",
|
||||
"reference_document": "Asset",
|
||||
"show_full_form": 0,
|
||||
"title": "Create an Asset",
|
||||
"validate_action": 0
|
||||
}
|
||||
@@ -1,19 +0,0 @@
|
||||
{
|
||||
"action": "Create Entry",
|
||||
"creation": "2020-05-08 13:21:53.332538",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_mandatory": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2020-05-08 13:21:53.332538",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Create an Asset Category",
|
||||
"owner": "Administrator",
|
||||
"reference_document": "Asset Category",
|
||||
"show_full_form": 0,
|
||||
"title": "Create an Asset Category",
|
||||
"validate_action": 0
|
||||
}
|
||||
@@ -1,21 +0,0 @@
|
||||
{
|
||||
"action": "Show Form Tour",
|
||||
"action_label": "Add an existing Asset",
|
||||
"creation": "2021-08-13 14:28:30.650459",
|
||||
"description": "# Add an Existing Asset\n\nIf you are just starting with ERPNext, you will need to enter Assets you already possess. You can add them as existing fixed assets in ERPNext. Please note that you will have to make a Journal Entry separately updating the opening balance in the fixed asset account.",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2021-08-16 14:03:48.850471",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Existing Asset",
|
||||
"owner": "Administrator",
|
||||
"reference_document": "Asset",
|
||||
"show_form_tour": 0,
|
||||
"show_full_form": 0,
|
||||
"title": "Add an Existing Asset",
|
||||
"validate_action": 1
|
||||
}
|
||||
@@ -1,21 +0,0 @@
|
||||
{
|
||||
"action": "Go to Page",
|
||||
"action_label": "Let's walk-through Chart of Accounts to review setup",
|
||||
"creation": "2021-08-13 14:23:09.297765",
|
||||
"description": "# Fixed Asset Accounts\n\nWith the company, a host of fixed asset accounts are pre-configured. To ensure your asset transactions are leading to correct accounting entries, you can review and set up following asset accounts as per your business requirements.\n - Fixed asset accounts (Asset account)\n - Accumulated depreciation\n - Capital Work in progress (CWIP) account\n - Asset Depreciation account (Expense account)",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2021-11-23 10:02:03.229566",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Fixed Asset Accounts",
|
||||
"owner": "Administrator",
|
||||
"path": "app/account/view/tree",
|
||||
"show_form_tour": 0,
|
||||
"show_full_form": 0,
|
||||
"title": "Review Fixed Asset Accounts",
|
||||
"validate_action": 1
|
||||
}
|
||||
@@ -1,19 +0,0 @@
|
||||
{
|
||||
"action": "Watch Video",
|
||||
"creation": "2020-05-08 13:18:25.424715",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_mandatory": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2020-05-08 16:06:16.625646",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Introduction to Assets",
|
||||
"owner": "Administrator",
|
||||
"show_full_form": 0,
|
||||
"title": "Introduction to Assets",
|
||||
"validate_action": 0,
|
||||
"video_url": "https://www.youtube.com/watch?v=I-K8pLRmvSo"
|
||||
}
|
||||
@@ -1,19 +0,0 @@
|
||||
{
|
||||
"action": "Create Entry",
|
||||
"creation": "2020-05-08 13:21:28.208059",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_mandatory": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2020-05-08 13:21:28.208059",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Purchase an Asset Item",
|
||||
"owner": "Administrator",
|
||||
"reference_document": "Purchase Receipt",
|
||||
"show_full_form": 0,
|
||||
"title": "Purchase an Asset Item",
|
||||
"validate_action": 0
|
||||
}
|
||||
@@ -1,41 +0,0 @@
|
||||
{
|
||||
"allow_roles": [
|
||||
{
|
||||
"role": "Purchase Manager"
|
||||
},
|
||||
{
|
||||
"role": "Purchase User"
|
||||
},
|
||||
{
|
||||
"role": "Stock Manager"
|
||||
},
|
||||
{
|
||||
"role": "Stock User"
|
||||
}
|
||||
],
|
||||
"creation": "2020-05-06 15:56:35.049205",
|
||||
"docstatus": 0,
|
||||
"doctype": "Module Onboarding",
|
||||
"documentation_url": "https://docs.erpnext.com/docs/user/manual/en/buying",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"modified": "2021-08-24 18:13:42.463776",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Buying",
|
||||
"name": "Buying",
|
||||
"owner": "Administrator",
|
||||
"steps": [
|
||||
{
|
||||
"step": "Introduction to Buying"
|
||||
},
|
||||
{
|
||||
"step": "Create a Material Request"
|
||||
},
|
||||
{
|
||||
"step": "Create your first Purchase Order"
|
||||
}
|
||||
],
|
||||
"subtitle": "Products, Purchases, Analysis, and more.",
|
||||
"success_message": "The Buying Module is all set up!",
|
||||
"title": "Let's Set Up the Buying Module."
|
||||
}
|
||||
@@ -1,19 +0,0 @@
|
||||
{
|
||||
"action": "Update Settings",
|
||||
"creation": "2020-05-06 15:53:44.667414",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_mandatory": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2020-05-12 18:30:06.323797",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Buying Settings",
|
||||
"owner": "Administrator",
|
||||
"reference_document": "Buying Settings",
|
||||
"show_full_form": 0,
|
||||
"title": "Configure Buying Settings.",
|
||||
"validate_action": 1
|
||||
}
|
||||
@@ -1,21 +0,0 @@
|
||||
{
|
||||
"action": "Show Form Tour",
|
||||
"action_label": "Let\u2019s create your first Material Request",
|
||||
"creation": "2020-05-15 14:39:09.818764",
|
||||
"description": "# Track Material Request\n\n\nAlso known as Purchase Request or an Indent, is a document identifying a requirement of a set of items (products or services) for various purposes like procurement, transfer, issue, or manufacturing. Once the Material Request is validated, a purchase manager can take the next actions for purchasing items like requesting RFQ from a supplier or directly placing an order with an identified Supplier.\n\n",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2021-08-24 18:08:08.347501",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Create a Material Request",
|
||||
"owner": "Administrator",
|
||||
"reference_document": "Material Request",
|
||||
"show_form_tour": 1,
|
||||
"show_full_form": 1,
|
||||
"title": "Track Material Request",
|
||||
"validate_action": 1
|
||||
}
|
||||
@@ -1,19 +0,0 @@
|
||||
{
|
||||
"action": "Create Entry",
|
||||
"creation": "2020-05-12 18:16:06.624554",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_mandatory": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2020-05-12 18:30:02.489949",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Create a Product",
|
||||
"owner": "Administrator",
|
||||
"reference_document": "Item",
|
||||
"show_full_form": 0,
|
||||
"title": "Create a Product",
|
||||
"validate_action": 1
|
||||
}
|
||||
@@ -1,19 +0,0 @@
|
||||
{
|
||||
"action": "Create Entry",
|
||||
"creation": "2020-05-14 22:09:10.043554",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_mandatory": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2020-05-14 22:09:10.043554",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Create a Supplier",
|
||||
"owner": "Administrator",
|
||||
"reference_document": "Supplier",
|
||||
"show_full_form": 0,
|
||||
"title": "Create a Supplier",
|
||||
"validate_action": 1
|
||||
}
|
||||
@@ -1,21 +0,0 @@
|
||||
{
|
||||
"action": "Show Form Tour",
|
||||
"action_label": "Let\u2019s create your first Purchase Order",
|
||||
"creation": "2020-05-12 18:17:49.976035",
|
||||
"description": "# Create first Purchase Order\n\nPurchase Order is at the heart of your buying transactions. In ERPNext, Purchase Order can can be created against a Purchase Material Request (indent) and Supplier Quotation as well. Purchase Orders is also linked to Purchase Receipt and Purchase Invoices, allowing you to keep a birds-eye view on your purchase deals.\n\n",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2021-08-24 18:08:08.936484",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Create your first Purchase Order",
|
||||
"owner": "Administrator",
|
||||
"reference_document": "Purchase Order",
|
||||
"show_form_tour": 0,
|
||||
"show_full_form": 0,
|
||||
"title": "Create first Purchase Order",
|
||||
"validate_action": 1
|
||||
}
|
||||
@@ -1,22 +0,0 @@
|
||||
{
|
||||
"action": "Show Form Tour",
|
||||
"action_label": "Let\u2019s walk-through few Buying Settings",
|
||||
"creation": "2020-05-06 15:37:09.477765",
|
||||
"description": "# Buying Settings\n\n\nBuying module\u2019s features are highly configurable as per your business needs. Buying Settings is the place where you can set your preferences for:\n\n- Supplier naming and default values\n- Billing and shipping preference in buying transactions\n\n\n",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_single": 1,
|
||||
"is_skipped": 0,
|
||||
"modified": "2021-08-24 18:08:08.345735",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Introduction to Buying",
|
||||
"owner": "Administrator",
|
||||
"reference_document": "Buying Settings",
|
||||
"show_form_tour": 1,
|
||||
"show_full_form": 1,
|
||||
"title": "Buying Settings",
|
||||
"validate_action": 1,
|
||||
"video_url": "https://youtu.be/efFajTTQBa8"
|
||||
}
|
||||
@@ -1,20 +0,0 @@
|
||||
{
|
||||
"action": "Go to Page",
|
||||
"creation": "2020-05-19 18:54:19.383397",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_mandatory": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2020-07-04 12:33:16.970031",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Setup your Warehouse",
|
||||
"owner": "Administrator",
|
||||
"path": "Tree/Warehouse",
|
||||
"reference_document": "Warehouse",
|
||||
"show_full_form": 0,
|
||||
"title": "Set up your Warehouse",
|
||||
"validate_action": 1
|
||||
}
|
||||
@@ -1,44 +0,0 @@
|
||||
{
|
||||
"allow_roles": [
|
||||
{
|
||||
"role": "Sales Master Manager"
|
||||
},
|
||||
{
|
||||
"role": "Sales Manager"
|
||||
},
|
||||
{
|
||||
"role": "Sales User"
|
||||
}
|
||||
],
|
||||
"creation": "2020-05-09 23:42:50.901548",
|
||||
"docstatus": 0,
|
||||
"doctype": "Module Onboarding",
|
||||
"documentation_url": "https://docs.erpnext.com/docs/user/manual/en/CRM",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"modified": "2022-01-29 20:14:29.502145",
|
||||
"modified_by": "Administrator",
|
||||
"module": "CRM",
|
||||
"name": "CRM",
|
||||
"owner": "Administrator",
|
||||
"steps": [
|
||||
{
|
||||
"step": "Introduction to CRM"
|
||||
},
|
||||
{
|
||||
"step": "Create Lead"
|
||||
},
|
||||
{
|
||||
"step": "Create Opportunity"
|
||||
},
|
||||
{
|
||||
"step": "Create and Send Quotation"
|
||||
},
|
||||
{
|
||||
"step": "CRM Settings"
|
||||
}
|
||||
],
|
||||
"subtitle": "Lead, Opportunity, Customer, and more.",
|
||||
"success_message": "The CRM Module is all set up!",
|
||||
"title": "Let's Set Up Your CRM."
|
||||
}
|
||||
@@ -1,45 +0,0 @@
|
||||
{
|
||||
"allow_roles": [
|
||||
{
|
||||
"role": "Sales Master Manager"
|
||||
},
|
||||
{
|
||||
"role": "Administrator"
|
||||
},
|
||||
{
|
||||
"role": "Sales Manager"
|
||||
}
|
||||
],
|
||||
"creation": "2020-05-09 23:42:50.901548",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding",
|
||||
"documentation_url": "https://docs.erpnext.com/docs/user/manual/en/CRM",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"modified": "2020-05-09 23:42:50.901548",
|
||||
"modified_by": "Administrator",
|
||||
"module": "CRM",
|
||||
"name": "CRM",
|
||||
"owner": "Administrator",
|
||||
"steps": [
|
||||
{
|
||||
"step": "Introduction to CRM"
|
||||
},
|
||||
{
|
||||
"step": "Start Campaign"
|
||||
},
|
||||
{
|
||||
"step": "Create Lead"
|
||||
},
|
||||
{
|
||||
"step": "Convert Lead to Customer"
|
||||
},
|
||||
{
|
||||
"step": "Create and Send Quotation"
|
||||
}
|
||||
],
|
||||
"subtitle": "Campaign, Lead, Opportunity, Customer and more",
|
||||
"success_message": "CRM Module is all setup!",
|
||||
"title": "Let's Setup Your CRM",
|
||||
"user_can_dismiss": 1
|
||||
}
|
||||
@@ -1,19 +0,0 @@
|
||||
{
|
||||
"action": "Create Entry",
|
||||
"creation": "2020-05-09 23:42:46.592075",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2020-05-28 21:07:11.461172",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Create and Send Quotation",
|
||||
"owner": "Administrator",
|
||||
"reference_document": "Quotation",
|
||||
"show_form_tour": 0,
|
||||
"show_full_form": 1,
|
||||
"title": "Create and Send Quotation",
|
||||
"validate_action": 1
|
||||
}
|
||||
@@ -1,19 +0,0 @@
|
||||
{
|
||||
"action": "Create Entry",
|
||||
"creation": "2020-05-09 23:40:25.192503",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2020-05-28 21:07:01.373403",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Create Lead",
|
||||
"owner": "Administrator",
|
||||
"reference_document": "Lead",
|
||||
"show_form_tour": 0,
|
||||
"show_full_form": 1,
|
||||
"title": "Create Lead",
|
||||
"validate_action": 1
|
||||
}
|
||||
@@ -1,19 +0,0 @@
|
||||
{
|
||||
"action": "Create Entry",
|
||||
"creation": "2020-05-14 17:38:27.496696",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2021-01-21 15:28:52.483839",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Create Opportunity",
|
||||
"owner": "Administrator",
|
||||
"reference_document": "Opportunity",
|
||||
"show_form_tour": 0,
|
||||
"show_full_form": 1,
|
||||
"title": "Create Opportunity",
|
||||
"validate_action": 1
|
||||
}
|
||||
@@ -1,21 +0,0 @@
|
||||
{
|
||||
"action": "Go to Page",
|
||||
"creation": "2022-01-29 20:14:24.803844",
|
||||
"description": "# CRM Settings\n\nCRM module\u2019s features are configurable as per your business needs. CRM Settings is the place where you can set your preferences for:\n- Campaign\n- Lead\n- Opportunity\n- Quotation",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_single": 1,
|
||||
"is_skipped": 0,
|
||||
"modified": "2022-01-29 20:14:24.803844",
|
||||
"modified_by": "Administrator",
|
||||
"name": "CRM Settings",
|
||||
"owner": "Administrator",
|
||||
"path": "#crm-settings/CRM%20Settings",
|
||||
"reference_document": "CRM Settings",
|
||||
"show_form_tour": 0,
|
||||
"show_full_form": 0,
|
||||
"title": "CRM Settings",
|
||||
"validate_action": 1
|
||||
}
|
||||
@@ -1,19 +0,0 @@
|
||||
{
|
||||
"action": "Watch Video",
|
||||
"creation": "2020-05-09 23:37:08.926812",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2020-05-14 17:28:16.448676",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Introduction to CRM",
|
||||
"owner": "Administrator",
|
||||
"show_form_tour": 0,
|
||||
"show_full_form": 0,
|
||||
"title": "Introduction to CRM",
|
||||
"validate_action": 1,
|
||||
"video_url": "https://www.youtube.com/watch?v=o9XCSZHJfpA"
|
||||
}
|
||||
@@ -1,56 +0,0 @@
|
||||
{
|
||||
"allow_roles": [
|
||||
{
|
||||
"role": "Manufacturing User"
|
||||
},
|
||||
{
|
||||
"role": "Manufacturing Manager"
|
||||
},
|
||||
{
|
||||
"role": "Item Manager"
|
||||
},
|
||||
{
|
||||
"role": "Stock User"
|
||||
}
|
||||
],
|
||||
"creation": "2020-05-05 16:37:08.238935",
|
||||
"docstatus": 0,
|
||||
"doctype": "Module Onboarding",
|
||||
"documentation_url": "https://docs.erpnext.com/docs/user/manual/en/manufacturing",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"modified": "2021-08-13 16:04:34.333812",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Manufacturing",
|
||||
"name": "Manufacturing",
|
||||
"owner": "Administrator",
|
||||
"steps": [
|
||||
{
|
||||
"step": "Explore Manufacturing Settings"
|
||||
},
|
||||
{
|
||||
"step": "Workstation"
|
||||
},
|
||||
{
|
||||
"step": "Operation"
|
||||
},
|
||||
{
|
||||
"step": "Routing"
|
||||
},
|
||||
{
|
||||
"step": "Create Product"
|
||||
},
|
||||
{
|
||||
"step": "Create BOM"
|
||||
},
|
||||
{
|
||||
"step": "Production Planning"
|
||||
},
|
||||
{
|
||||
"step": "Work Order"
|
||||
}
|
||||
],
|
||||
"subtitle": "Products, Raw Materials, BOM, Work Order, and more.",
|
||||
"success_message": "Manufacturing module is all set up!",
|
||||
"title": "Let's Set Up the Manufacturing Module."
|
||||
}
|
||||
@@ -1,54 +0,0 @@
|
||||
{
|
||||
"allow_roles": [
|
||||
{
|
||||
"role": "Manufacturing User"
|
||||
},
|
||||
{
|
||||
"role": "Manufacturing Manager"
|
||||
},
|
||||
{
|
||||
"role": "Item Manager"
|
||||
},
|
||||
{
|
||||
"role": "Stock User"
|
||||
}
|
||||
],
|
||||
"creation": "2020-05-05 16:37:08.238935",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding",
|
||||
"documentation_url": "https://docs.erpnext.com/docs/user/manual/en/manufacturing",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"modified": "2020-05-12 16:22:07.050224",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Manufacturing",
|
||||
"name": "Manufacturing",
|
||||
"owner": "Administrator",
|
||||
"steps": [
|
||||
{
|
||||
"step": "Introduction to Manufacturing"
|
||||
},
|
||||
{
|
||||
"step": "Warehouse"
|
||||
},
|
||||
{
|
||||
"step": "Workstation"
|
||||
},
|
||||
{
|
||||
"step": "Operation"
|
||||
},
|
||||
{
|
||||
"step": "Create Product"
|
||||
},
|
||||
{
|
||||
"step": "Create BOM"
|
||||
},
|
||||
{
|
||||
"step": "Work Order"
|
||||
}
|
||||
],
|
||||
"subtitle": "Products, Raw Materials, BOM, Work Order and more.",
|
||||
"success_message": "Manufacturing module is all setup!",
|
||||
"title": "Let's Setup Manufacturing Module",
|
||||
"user_can_dismiss": 1
|
||||
}
|
||||
@@ -1,21 +0,0 @@
|
||||
{
|
||||
"action": "Create Entry",
|
||||
"action_label": "Create your first Bill of Materials",
|
||||
"creation": "2020-05-05 16:41:20.239696",
|
||||
"description": "# Create a Bill of Materials\n\nA Bill of Materials (BOM) is a list of items and sub-assemblies with quantities required to manufacture an Item.\n\nBOM also provides cost estimation for the production of the item. It takes raw-materials cost based on valuation and operations to cost based on routing, which gives total costing for a BOM.",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2021-08-13 16:00:51.092671",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Create BOM",
|
||||
"owner": "Administrator",
|
||||
"reference_document": "BOM",
|
||||
"show_form_tour": 1,
|
||||
"show_full_form": 1,
|
||||
"title": "Bill of Materials",
|
||||
"validate_action": 1
|
||||
}
|
||||
@@ -1,21 +0,0 @@
|
||||
{
|
||||
"action": "Create Entry",
|
||||
"action_label": "Create an Item",
|
||||
"creation": "2020-05-05 16:42:31.476275",
|
||||
"description": "# Create Items for Bill of Materials\n\nOne of the prerequisites of a BOM is the creation of raw materials, sub-assembly, and finished items. Once these items are created, you will be able to proceed to the Bill of Materials master, which is composed of items and routing.\n",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2021-08-13 16:00:22.407811",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Create Product",
|
||||
"owner": "Administrator",
|
||||
"reference_document": "Item",
|
||||
"show_form_tour": 1,
|
||||
"show_full_form": 1,
|
||||
"title": "Finished Items",
|
||||
"validate_action": 1
|
||||
}
|
||||
@@ -1,19 +0,0 @@
|
||||
{
|
||||
"action": "Create Entry",
|
||||
"creation": "2020-05-19 11:53:17.295372",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2020-05-19 11:53:25.147837",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Create Raw Materials",
|
||||
"owner": "Administrator",
|
||||
"reference_document": "Item",
|
||||
"show_form_tour": 0,
|
||||
"show_full_form": 0,
|
||||
"title": "Create Raw Materials",
|
||||
"validate_action": 1
|
||||
}
|
||||
@@ -1,22 +0,0 @@
|
||||
{
|
||||
"action": "Show Form Tour",
|
||||
"action_label": "Take a walk-through of Manufacturing Settings",
|
||||
"creation": "2020-05-19 11:55:11.378374",
|
||||
"description": "# Review Manufacturing Settings\n\nIn ERPNext, the Manufacturing module\u2019s features are configurable as per your business needs. Manufacturing Settings is the place where you can set your preferences for:\n\n- Capacity planning for allocating jobs to workstations\n- Raw-material consumption based on BOM or actual\n- Default values and over-production allowance\n",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_single": 1,
|
||||
"is_skipped": 0,
|
||||
"modified": "2021-08-13 15:59:32.145655",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Explore Manufacturing Settings",
|
||||
"owner": "Administrator",
|
||||
"reference_document": "Manufacturing Settings",
|
||||
"show_form_tour": 0,
|
||||
"show_full_form": 0,
|
||||
"title": "Manufacturing Settings",
|
||||
"validate_action": 0,
|
||||
"video_url": "https://www.youtube.com/watch?v=UVGfzwOOZC4"
|
||||
}
|
||||
@@ -1,20 +0,0 @@
|
||||
{
|
||||
"action": "Update Settings",
|
||||
"creation": "2020-05-05 16:40:23.676406",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_mandatory": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2020-05-14 19:11:57.152883",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Introduction to Manufacturing",
|
||||
"owner": "Administrator",
|
||||
"reference_document": "Manufacturing Settings",
|
||||
"show_full_form": 0,
|
||||
"title": "Manufacturing Settings",
|
||||
"validate_action": 1,
|
||||
"video_url": "https://www.youtube.com/watch?v=UVGfzwOOZC4"
|
||||
}
|
||||
@@ -1,21 +0,0 @@
|
||||
{
|
||||
"action": "Create Entry",
|
||||
"action_label": "Let\u2019s create an Operation",
|
||||
"creation": "2020-05-12 16:15:31.706756",
|
||||
"description": "# Create Operations\n\nAn Operation refers to any manufacturing operation performed on the raw materials to process it further in the manufacturing path. As an example, if you are into garments manufacturing, you will create Operations like fabric cutting, stitching, and washing as some of the operations.",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2021-08-13 15:59:53.313532",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Operation",
|
||||
"owner": "Administrator",
|
||||
"reference_document": "Operation",
|
||||
"show_form_tour": 1,
|
||||
"show_full_form": 1,
|
||||
"title": "Operation",
|
||||
"validate_action": 1
|
||||
}
|
||||
@@ -1,21 +0,0 @@
|
||||
{
|
||||
"action": "Create Entry",
|
||||
"action_label": "Learn more about Production Planning",
|
||||
"creation": "2021-08-04 17:33:06.551077",
|
||||
"description": "# How Production Planning Works\n\nProduction Plan helps in production and material planning for the Items planned for manufacturing. These production items can be committed via Sales Order (to Customers) or Material Requests (internally).\n",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2021-08-13 16:04:15.491414",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Production Planning",
|
||||
"owner": "Administrator",
|
||||
"reference_document": "Production Plan",
|
||||
"show_form_tour": 0,
|
||||
"show_full_form": 1,
|
||||
"title": "Production Planning",
|
||||
"validate_action": 1
|
||||
}
|
||||
@@ -1,21 +0,0 @@
|
||||
{
|
||||
"action": "Create Entry",
|
||||
"action_label": "Check help to setup Routing",
|
||||
"creation": "2021-08-04 11:56:42.455758",
|
||||
"description": "# Setup Routing\n\nA Routing stores all Operations along with the description, hourly rate, operation time, batch size, etc. Click below to learn how the Routing template can be created, for quick selection in the BOM.",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2021-08-13 16:00:07.391563",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Routing",
|
||||
"owner": "Administrator",
|
||||
"reference_document": "Routing",
|
||||
"show_form_tour": 1,
|
||||
"show_full_form": 1,
|
||||
"title": "Routing",
|
||||
"validate_action": 1
|
||||
}
|
||||
@@ -1,19 +0,0 @@
|
||||
{
|
||||
"action": "Create Entry",
|
||||
"creation": "2020-05-12 16:13:34.014554",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_mandatory": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2020-05-19 12:50:13.766712",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Warehouse",
|
||||
"owner": "Administrator",
|
||||
"reference_document": "Warehouse",
|
||||
"show_full_form": 0,
|
||||
"title": "Create a Warehouse",
|
||||
"validate_action": 1
|
||||
}
|
||||
@@ -1,21 +0,0 @@
|
||||
{
|
||||
"action": "Create Entry",
|
||||
"action_label": "Create your first Work Order",
|
||||
"creation": "2020-05-12 16:15:56.084682",
|
||||
"description": "# Create a Work Order\n\nA Work Order or a Job order is given to the manufacturing shop floor by the Production Manager to initiate the manufacturing of a certain quantity of an item. Work Order carriers details of production Item, its BOM, quantities to be manufactured, and operations.\n\nThrough Work Order, you can track various production status like:\n\n- Issue of raw-material to shop material\n- Progress on each Workstation via Job Card\n- Manufactured Quantity against Work Order\n",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2021-08-13 16:02:04.223536",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Work Order",
|
||||
"owner": "Administrator",
|
||||
"reference_document": "Work Order",
|
||||
"show_form_tour": 1,
|
||||
"show_full_form": 1,
|
||||
"title": "Work Order",
|
||||
"validate_action": 1
|
||||
}
|
||||
@@ -1,21 +0,0 @@
|
||||
{
|
||||
"action": "Create Entry",
|
||||
"action_label": "Let\u2019s create a Workstation",
|
||||
"creation": "2020-05-12 16:14:14.930214",
|
||||
"description": "# Create Workstations\n\nA Workstation stores information regarding the place where the workstation operations are performed. As an example, if you have ten sewing machines doing stitching jobs, each machine will be added as a workstation.",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2021-08-13 15:59:59.634802",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Workstation",
|
||||
"owner": "Administrator",
|
||||
"reference_document": "Workstation",
|
||||
"show_form_tour": 1,
|
||||
"show_full_form": 1,
|
||||
"title": "Workstation",
|
||||
"validate_action": 1
|
||||
}
|
||||
@@ -1,38 +0,0 @@
|
||||
{
|
||||
"allow_roles": [
|
||||
{
|
||||
"role": "Sales Manager"
|
||||
},
|
||||
{
|
||||
"role": "Sales User"
|
||||
},
|
||||
{
|
||||
"role": "Stock Manager"
|
||||
},
|
||||
{
|
||||
"role": "Stock User"
|
||||
}
|
||||
],
|
||||
"creation": "2020-06-01 12:44:42.589930",
|
||||
"docstatus": 0,
|
||||
"doctype": "Module Onboarding",
|
||||
"documentation_url": "https://docs.erpnext.com/docs/user/manual/en/selling",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"modified": "2021-08-24 18:12:38.052434",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Selling",
|
||||
"name": "Selling",
|
||||
"owner": "Administrator",
|
||||
"steps": [
|
||||
{
|
||||
"step": "Selling Settings"
|
||||
},
|
||||
{
|
||||
"step": "Sales Order"
|
||||
}
|
||||
],
|
||||
"subtitle": "Products, Sales, Analysis, and more.",
|
||||
"success_message": "The Selling Module is all set up!",
|
||||
"title": "Let's Set Up the Selling Module."
|
||||
}
|
||||
@@ -1,19 +0,0 @@
|
||||
{
|
||||
"action": "Create Entry",
|
||||
"creation": "2020-05-14 17:46:41.831517",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2020-06-01 13:16:19.731719",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Create a Customer",
|
||||
"owner": "Administrator",
|
||||
"reference_document": "Customer",
|
||||
"show_form_tour": 0,
|
||||
"show_full_form": 0,
|
||||
"title": "Create a Customer",
|
||||
"validate_action": 1
|
||||
}
|
||||
@@ -1,19 +0,0 @@
|
||||
{
|
||||
"action": "Create Entry",
|
||||
"creation": "2020-05-12 18:16:06.624554",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2020-10-14 14:53:00.133574",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Create a Product",
|
||||
"owner": "Administrator",
|
||||
"reference_document": "Item",
|
||||
"show_form_tour": 0,
|
||||
"show_full_form": 0,
|
||||
"title": "Create a Product",
|
||||
"validate_action": 1
|
||||
}
|
||||
@@ -1,19 +0,0 @@
|
||||
{
|
||||
"action": "Create Entry",
|
||||
"creation": "2020-06-01 13:34:58.958641",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2020-06-01 13:34:58.958641",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Create a Quotation",
|
||||
"owner": "Administrator",
|
||||
"reference_document": "Quotation",
|
||||
"show_form_tour": 0,
|
||||
"show_full_form": 1,
|
||||
"title": "Create a Quotation",
|
||||
"validate_action": 1
|
||||
}
|
||||
@@ -1,21 +0,0 @@
|
||||
{
|
||||
"action": "Create Entry",
|
||||
"action_label": "Create Sales Order",
|
||||
"creation": "2021-06-29 21:22:54.204880",
|
||||
"description": "A Sales Order is a confirmation of an order from your customer. It is also referred to as Proforma Invoice.\n\nSales Order at the heart of your sales and purchase transactions. Sales Orders are linked in Delivery Note, Sales Invoices, Material Request, and Maintenance transactions. Through Sales Order, you can track fulfillment of the overall deal towards the customer.",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2021-06-29 21:22:54.204880",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Create a Sales Order",
|
||||
"owner": "Administrator",
|
||||
"reference_document": "Sales Order",
|
||||
"show_form_tour": 1,
|
||||
"show_full_form": 1,
|
||||
"title": "Create a Sales Order",
|
||||
"validate_action": 1
|
||||
}
|
||||
@@ -1,19 +0,0 @@
|
||||
{
|
||||
"action": "Create Entry",
|
||||
"creation": "2020-05-05 16:42:31.476275",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_mandatory": 1,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2020-05-19 12:50:59.010439",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Create Product",
|
||||
"owner": "Administrator",
|
||||
"reference_document": "Item",
|
||||
"show_full_form": 0,
|
||||
"title": "Create a Finished Good",
|
||||
"validate_action": 1
|
||||
}
|
||||
@@ -1,19 +0,0 @@
|
||||
{
|
||||
"action": "Create Entry",
|
||||
"creation": "2020-06-01 12:52:27.181841",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_mandatory": 1,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2020-06-01 12:52:27.181841",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Create your first Sales Order",
|
||||
"owner": "Administrator",
|
||||
"reference_document": "Sales Order",
|
||||
"show_full_form": 1,
|
||||
"title": "Create your first Sales Order",
|
||||
"validate_action": 1
|
||||
}
|
||||
@@ -1,19 +0,0 @@
|
||||
{
|
||||
"action": "Watch Video",
|
||||
"creation": "2020-06-01 12:44:32.089234",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2020-06-01 13:29:13.703177",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Introduction to Selling",
|
||||
"owner": "Administrator",
|
||||
"show_form_tour": 0,
|
||||
"show_full_form": 0,
|
||||
"title": "Introduction to Selling",
|
||||
"validate_action": 1,
|
||||
"video_url": "https://youtu.be/1eP90MWoDQM"
|
||||
}
|
||||
@@ -1,21 +0,0 @@
|
||||
{
|
||||
"action": "Show Form Tour",
|
||||
"action_label": "Let\u2019s convert your first Sales Order against a Quotation",
|
||||
"creation": "2021-08-13 14:03:49.217866",
|
||||
"description": "# Sales Order\n\nA Sales Order is a confirmation of an order from your customer. It is also referred to as Proforma Invoice.\n\nSales Order at the heart of your sales and purchase transactions. Sales Orders are linked in Delivery Note, Sales Invoices, Material Request, and Maintenance transactions. Through Sales Order, you can track fulfillment of the overall deal towards the customer.",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2021-08-24 18:12:32.394992",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Sales Order",
|
||||
"owner": "Administrator",
|
||||
"reference_document": "Sales Order",
|
||||
"show_form_tour": 0,
|
||||
"show_full_form": 0,
|
||||
"title": "Sales Order",
|
||||
"validate_action": 1
|
||||
}
|
||||
@@ -1,21 +0,0 @@
|
||||
{
|
||||
"action": "Show Form Tour",
|
||||
"action_label": "Let\u2019s walk-through Selling Settings",
|
||||
"creation": "2020-06-01 13:01:45.615189",
|
||||
"description": "# Selling Settings\n\nCRM and Selling module\u2019s features are configurable as per your business needs. Selling Settings is the place where you can set your preferences for:\n - Customer naming and default values\n - Billing and shipping preference in sales transactions\n",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_single": 1,
|
||||
"is_skipped": 0,
|
||||
"modified": "2021-08-24 18:11:21.264335",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Selling Settings",
|
||||
"owner": "Administrator",
|
||||
"reference_document": "Selling Settings",
|
||||
"show_form_tour": 0,
|
||||
"show_full_form": 0,
|
||||
"title": "Selling Settings",
|
||||
"validate_action": 0
|
||||
}
|
||||
@@ -1,20 +0,0 @@
|
||||
{
|
||||
"action": "Go to Page",
|
||||
"creation": "2020-05-19 18:54:19.383397",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2020-10-14 14:53:25.538900",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Setup your Warehouse",
|
||||
"owner": "Administrator",
|
||||
"path": "Tree/Warehouse",
|
||||
"reference_document": "Warehouse",
|
||||
"show_form_tour": 0,
|
||||
"show_full_form": 0,
|
||||
"title": "Set up your Warehouse",
|
||||
"validate_action": 1
|
||||
}
|
||||
@@ -1,47 +0,0 @@
|
||||
{
|
||||
"allow_roles": [
|
||||
{
|
||||
"role": "Accounts Manager"
|
||||
},
|
||||
{
|
||||
"role": "Stock Manager"
|
||||
},
|
||||
{
|
||||
"role": "Sales Manager"
|
||||
},
|
||||
{
|
||||
"role": "Purchase Manager"
|
||||
},
|
||||
{
|
||||
"role": "Manufacturing Manager"
|
||||
},
|
||||
{
|
||||
"role": "Item Manager"
|
||||
}
|
||||
],
|
||||
"creation": "2021-11-22 12:19:15.888642",
|
||||
"docstatus": 0,
|
||||
"doctype": "Module Onboarding",
|
||||
"documentation_url": "https://docs.erpnext.com/docs/v14/user/manual/en/setting-up/company-setup",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"modified": "2023-05-23 13:20:19.703506",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Setup",
|
||||
"name": "Home",
|
||||
"owner": "Administrator",
|
||||
"steps": [
|
||||
{
|
||||
"step": "Create an Item"
|
||||
},
|
||||
{
|
||||
"step": "Create a Customer"
|
||||
},
|
||||
{
|
||||
"step": "Create Your First Sales Invoice"
|
||||
}
|
||||
],
|
||||
"subtitle": "Item, Customer, Supplier and Quotation",
|
||||
"success_message": "You're ready to start your journey with ERPNext",
|
||||
"title": "Let's begin your journey with ERPNext"
|
||||
}
|
||||
@@ -1,21 +0,0 @@
|
||||
{
|
||||
"action": "Create Entry",
|
||||
"action_label": "Let's review your Company",
|
||||
"creation": "2021-11-22 11:55:48.931427",
|
||||
"description": "# Set Up a Company\n\nA company is a legal entity for which you will set up your books of account and create accounting transactions. In ERPNext, you can create multiple companies, and establish relationships (group/subsidiary) among them.\n\nWithin the company master, you can capture various default accounts for that Company and set crucial settings related to the accounting methodology followed for a company.\n",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 1,
|
||||
"is_complete": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2023-05-15 09:18:42.895537",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Company Set Up",
|
||||
"owner": "Administrator",
|
||||
"reference_document": "Company",
|
||||
"show_form_tour": 1,
|
||||
"show_full_form": 1,
|
||||
"title": "Set Up a Company",
|
||||
"validate_action": 1
|
||||
}
|
||||
@@ -1,21 +0,0 @@
|
||||
{
|
||||
"action": "Create Entry",
|
||||
"action_label": "Let\u2019s create your first Customer",
|
||||
"creation": "2020-05-14 17:46:41.831517",
|
||||
"description": "# Create a Customer\n\nThe Customer master is at the heart of your sales transactions. Customers are linked in Quotations, Sales Orders, Invoices, and Payments. Customers can be either numbered or identified by name (you would typically do this based on the number of customers you have).\n\nThrough Customer\u2019s master, you can effectively track essentials like:\n - Customer\u2019s multiple address and contacts\n - Account Receivables\n - Credit Limit and Credit Period\n",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 1,
|
||||
"is_complete": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2023-05-23 12:45:55.138580",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Create a Customer",
|
||||
"owner": "Administrator",
|
||||
"reference_document": "Customer",
|
||||
"show_form_tour": 0,
|
||||
"show_full_form": 0,
|
||||
"title": "Create a Customer",
|
||||
"validate_action": 1
|
||||
}
|
||||
@@ -1,21 +0,0 @@
|
||||
{
|
||||
"action": "Create Entry",
|
||||
"action_label": "Let\u2019s create your first Quotation",
|
||||
"creation": "2020-06-01 13:34:58.958641",
|
||||
"description": "# Create a Quotation\n\nLet\u2019s get started with business transactions by creating your first Quotation. You can create a Quotation for an existing customer or a prospect. It will be an approved document, with items you sell and the proposed price + taxes applied. After completing the instructions, you will get a Quotation in a ready to share print format.",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 1,
|
||||
"is_complete": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2023-05-15 09:18:42.984170",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Create a Quotation",
|
||||
"owner": "Administrator",
|
||||
"reference_document": "Quotation",
|
||||
"show_form_tour": 1,
|
||||
"show_full_form": 1,
|
||||
"title": "Create your first Quotation",
|
||||
"validate_action": 1
|
||||
}
|
||||
@@ -1,21 +0,0 @@
|
||||
{
|
||||
"action": "Create Entry",
|
||||
"action_label": "Let\u2019s create your first Supplier",
|
||||
"creation": "2020-05-14 22:09:10.043554",
|
||||
"description": "# Create a Supplier\n\nAlso known as Vendor, is a master at the center of your purchase transactions. Suppliers are linked in Request for Quotation, Purchase Orders, Receipts, and Payments. Suppliers can be either numbered or identified by name.\n\nThrough Supplier\u2019s master, you can effectively track essentials like:\n - Supplier\u2019s multiple address and contacts\n - Account Receivables\n - Credit Limit and Credit Period\n",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 1,
|
||||
"is_complete": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2023-05-19 15:32:55.069257",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Create a Supplier",
|
||||
"owner": "Administrator",
|
||||
"reference_document": "Supplier",
|
||||
"show_form_tour": 0,
|
||||
"show_full_form": 0,
|
||||
"title": "Create a Supplier",
|
||||
"validate_action": 1
|
||||
}
|
||||
@@ -1,23 +0,0 @@
|
||||
{
|
||||
"action": "Create Entry",
|
||||
"action_label": "Create a new Item",
|
||||
"creation": "2021-05-17 13:47:18.515052",
|
||||
"description": "# Create an Item\n\nItem is a product or a service offered by your company, or something you buy as a part of your supplies or raw materials.\n\nItems are integral to everything you do in ERPNext - from billing, purchasing to managing inventory. Everything you buy or sell, whether it is a physical product or a service is an Item. Items can be stock, non-stock, variants, serialized, batched, assets, etc.\n",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"form_tour": "Item General",
|
||||
"idx": 1,
|
||||
"intro_video_url": "",
|
||||
"is_complete": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2023-05-23 12:43:08.484206",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Create an Item",
|
||||
"owner": "Administrator",
|
||||
"reference_document": "Item",
|
||||
"show_form_tour": 1,
|
||||
"show_full_form": 0,
|
||||
"title": "Create an Item",
|
||||
"validate_action": 1
|
||||
}
|
||||
@@ -1,20 +0,0 @@
|
||||
{
|
||||
"action": "Create Entry",
|
||||
"creation": "2020-05-14 17:48:21.019019",
|
||||
"description": "# All about sales invoice\n\nA Sales Invoice is a bill that you send to your Customers against which the Customer makes the payment. Sales Invoice is an accounting transaction. On submission of Sales Invoice, the system updates the receivable and books income against a Customer Account.",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2023-05-22 21:20:15.589644",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Create Your First Sales Invoice",
|
||||
"owner": "Administrator",
|
||||
"reference_document": "Sales Invoice",
|
||||
"show_form_tour": 1,
|
||||
"show_full_form": 1,
|
||||
"title": "Create Your First Sales Invoice ",
|
||||
"validate_action": 1
|
||||
}
|
||||
@@ -1,21 +0,0 @@
|
||||
{
|
||||
"action": "Watch Video",
|
||||
"action_label": "Learn more about data migration",
|
||||
"creation": "2021-05-19 05:29:16.809610",
|
||||
"description": "# Import Data from Spreadsheet\n\nIn ERPNext, you can easily migrate your historical data using spreadsheets. You can use it for migrating not just masters (like Customer, Supplier, Items), but also for transactions like (outstanding invoices, opening stock and accounting entries, etc).",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 1,
|
||||
"is_complete": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2023-05-15 09:18:42.962231",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Data import",
|
||||
"owner": "Administrator",
|
||||
"show_form_tour": 0,
|
||||
"show_full_form": 0,
|
||||
"title": "Import Data from Spreadsheet",
|
||||
"validate_action": 1,
|
||||
"video_url": "https://youtu.be/DQyqeurPI64"
|
||||
}
|
||||
@@ -1,21 +0,0 @@
|
||||
{
|
||||
"action": "Create Entry",
|
||||
"action_label": "Let\u2019s setup your first Letter Head",
|
||||
"creation": "2021-11-22 12:36:34.583783",
|
||||
"description": "# Create a Letter Head\n\nA Letter Head contains your organization's name, logo, address, etc which appears at the header and footer portion in documents. You can learn more about Setting up Letter Head in ERPNext here.\n",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 1,
|
||||
"is_complete": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2023-05-15 09:18:42.995184",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Letterhead",
|
||||
"owner": "Administrator",
|
||||
"reference_document": "Letter Head",
|
||||
"show_form_tour": 1,
|
||||
"show_full_form": 1,
|
||||
"title": "Setup Your Letterhead",
|
||||
"validate_action": 1
|
||||
}
|
||||
@@ -1,21 +0,0 @@
|
||||
{
|
||||
"action": "Watch Video",
|
||||
"action_label": "Learn about Navigation options",
|
||||
"creation": "2021-11-22 12:09:52.233872",
|
||||
"description": "# Navigation in ERPNext\n\nEase of navigating and browsing around the ERPNext is one of our core strengths. In the following video, you will learn how to reach a specific feature in ERPNext via module page or AwesomeBar.",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 1,
|
||||
"is_complete": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2023-05-16 12:53:25.939908",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Navigation Help",
|
||||
"owner": "Administrator",
|
||||
"show_form_tour": 0,
|
||||
"show_full_form": 0,
|
||||
"title": "How to Navigate in ERPNext",
|
||||
"validate_action": 1,
|
||||
"video_url": "https://youtu.be/j60xyNFqX_A"
|
||||
}
|
||||
@@ -1,47 +0,0 @@
|
||||
{
|
||||
"allow_roles": [
|
||||
{
|
||||
"role": "Manufacturing Manager"
|
||||
},
|
||||
{
|
||||
"role": "Stock Manager"
|
||||
},
|
||||
{
|
||||
"role": "Manufacturing User"
|
||||
},
|
||||
{
|
||||
"role": "Stock User"
|
||||
}
|
||||
],
|
||||
"creation": "2020-05-15 03:18:44.400108",
|
||||
"docstatus": 0,
|
||||
"doctype": "Module Onboarding",
|
||||
"documentation_url": "https://docs.erpnext.com/docs/user/manual/en/stock",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"modified": "2023-05-29 14:43:36.223302",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Stock",
|
||||
"name": "Stock",
|
||||
"owner": "Administrator",
|
||||
"steps": [
|
||||
{
|
||||
"step": "Stock Settings"
|
||||
},
|
||||
{
|
||||
"step": "Create a Warehouse"
|
||||
},
|
||||
{
|
||||
"step": "Create a Stock Entry"
|
||||
},
|
||||
{
|
||||
"step": "Check Stock Ledger Report"
|
||||
},
|
||||
{
|
||||
"step": "Stock Opening Balance"
|
||||
}
|
||||
],
|
||||
"subtitle": "Inventory, Warehouses, Analysis, and more.",
|
||||
"success_message": "The Stock Module is all set up!",
|
||||
"title": "Let's Set Up the Stock Module."
|
||||
}
|
||||
@@ -1,19 +0,0 @@
|
||||
{
|
||||
"action": "Update Settings",
|
||||
"creation": "2020-05-06 15:53:44.667414",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_mandatory": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2020-05-12 18:30:06.323797",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Buying Settings",
|
||||
"owner": "Administrator",
|
||||
"reference_document": "Buying Settings",
|
||||
"show_full_form": 0,
|
||||
"title": "Configure Buying Settings.",
|
||||
"validate_action": 1
|
||||
}
|
||||
@@ -1,24 +0,0 @@
|
||||
{
|
||||
"action": "View Report",
|
||||
"action_label": "Check Stock Ledger",
|
||||
"creation": "2023-05-29 13:46:04.174565",
|
||||
"description": "# Check Stock Reports\nBased on the various stock transactions, you can get a host of one-click Stock Reports in ERPNext like Stock Ledger, Stock Balance, Projected Quantity, and Ageing analysis.",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2023-05-29 14:39:03.943244",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Check Stock Ledger Report",
|
||||
"owner": "Administrator",
|
||||
"reference_report": "Stock Ledger",
|
||||
"report_description": "Stock Ledger report contains every submitted stock transaction. You can use filter to narrow down ledger entries.",
|
||||
"report_reference_doctype": "Stock Ledger Entry",
|
||||
"report_type": "Script Report",
|
||||
"show_form_tour": 0,
|
||||
"show_full_form": 0,
|
||||
"title": "Check Stock Ledger",
|
||||
"validate_action": 1
|
||||
}
|
||||
@@ -1,19 +0,0 @@
|
||||
{
|
||||
"action": "Create Entry",
|
||||
"creation": "2020-05-12 18:16:06.624554",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_mandatory": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2020-10-14 14:53:00.133574",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Create a Product",
|
||||
"owner": "Administrator",
|
||||
"reference_document": "Item",
|
||||
"show_full_form": 0,
|
||||
"title": "Create a Product",
|
||||
"validate_action": 1
|
||||
}
|
||||
@@ -1,21 +0,0 @@
|
||||
{
|
||||
"action": "Create Entry",
|
||||
"action_label": "Create a Material Transfer Entry",
|
||||
"creation": "2020-05-15 03:20:16.277043",
|
||||
"description": "# Manage Stock Movements\nStock entry allows you to register the movement of stock for various purposes like transfer, received, issues, repacked, etc. To address issues related to theft and pilferages, you can always ensure that the movement of goods happens against a document reference Stock Entry in ERPNext.\n\nLet\u2019s get a quick walk-through on the various scenarios covered in Stock Entry by watching [*this video*](https://www.youtube.com/watch?v=Njt107hlY3I).",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2023-05-29 14:39:04.066547",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Create a Stock Entry",
|
||||
"owner": "Administrator",
|
||||
"reference_document": "Stock Entry",
|
||||
"show_form_tour": 1,
|
||||
"show_full_form": 1,
|
||||
"title": "Manage Stock Movements",
|
||||
"validate_action": 1
|
||||
}
|
||||
@@ -1,20 +0,0 @@
|
||||
{
|
||||
"action": "Show Form Tour",
|
||||
"creation": "2020-05-14 22:09:10.043554",
|
||||
"description": "# Create a Supplier\nIn this step we will create a **Supplier**. If you have already created a **Supplier** you can skip this step.",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2021-05-17 16:37:37.697077",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Create a Supplier",
|
||||
"owner": "Administrator",
|
||||
"reference_document": "Supplier",
|
||||
"show_form_tour": 0,
|
||||
"show_full_form": 0,
|
||||
"title": "Create a Supplier",
|
||||
"validate_action": 1
|
||||
}
|
||||
@@ -1,21 +0,0 @@
|
||||
{
|
||||
"action": "Create Entry",
|
||||
"action_label": "Let\u2019s create your first warehouse ",
|
||||
"creation": "2021-05-17 16:13:19.297789",
|
||||
"description": "# Setup a Warehouse\nThe warehouse can be your location/godown/store where you maintain the item's inventory, and receive/deliver them to various parties.\n\nIn ERPNext, you can maintain a Warehouse in the tree structure, so that location and sub-location of an item can be tracked. Also, you can link a Warehouse to a specific Accounting ledger, where the real-time stock value of that warehouse\u2019s item will be reflected.",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2023-05-29 14:39:04.074907",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Create a Warehouse",
|
||||
"owner": "Administrator",
|
||||
"reference_document": "Warehouse",
|
||||
"show_form_tour": 1,
|
||||
"show_full_form": 1,
|
||||
"title": "Setup a Warehouse",
|
||||
"validate_action": 1
|
||||
}
|
||||
@@ -1,22 +0,0 @@
|
||||
{
|
||||
"action": "Create Entry",
|
||||
"action_label": "",
|
||||
"creation": "2021-05-17 13:47:18.515052",
|
||||
"description": "# Create an Item\nThe Stock module deals with the movement of items.\n\nIn this step we will create an [**Item**](https://docs.erpnext.com/docs/user/manual/en/stock/item).",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"intro_video_url": "",
|
||||
"is_complete": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2021-05-18 16:15:20.695028",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Create an Item",
|
||||
"owner": "Administrator",
|
||||
"reference_document": "Item",
|
||||
"show_form_tour": 1,
|
||||
"show_full_form": 1,
|
||||
"title": "Create an Item",
|
||||
"validate_action": 1
|
||||
}
|
||||
@@ -1,20 +0,0 @@
|
||||
{
|
||||
"action": "Watch Video",
|
||||
"creation": "2020-05-15 02:47:17.958806",
|
||||
"description": "# Introduction to Stock Entry\nThis video will give a quick introduction to [**Stock Entry**](https://docs.erpnext.com/docs/user/manual/en/stock/stock-entry).",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2021-05-18 15:13:43.306064",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Introduction to Stock Entry",
|
||||
"owner": "Administrator",
|
||||
"show_form_tour": 0,
|
||||
"show_full_form": 0,
|
||||
"title": "Introduction to Stock Entry",
|
||||
"validate_action": 1,
|
||||
"video_url": "https://www.youtube.com/watch?v=Njt107hlY3I"
|
||||
}
|
||||
@@ -1,20 +0,0 @@
|
||||
{
|
||||
"action": "Go to Page",
|
||||
"creation": "2020-05-19 18:54:19.383397",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2021-05-17 13:53:06.936579",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Setup your Warehouse",
|
||||
"owner": "Administrator",
|
||||
"path": "Tree/Warehouse",
|
||||
"reference_document": "Warehouse",
|
||||
"show_form_tour": 0,
|
||||
"show_full_form": 0,
|
||||
"title": "Set up your Warehouse",
|
||||
"validate_action": 1
|
||||
}
|
||||
@@ -1,22 +0,0 @@
|
||||
{
|
||||
"action": "Create Entry",
|
||||
"action_label": "Let\u2019s create a stock opening entry",
|
||||
"creation": "2021-05-17 16:13:47.511883",
|
||||
"description": "# Update Stock Opening Balance\nIt\u2019s an entry to update the stock balance of an item, in a warehouse, on a date and time you are going live on ERPNext.\n\nOnce opening stocks are updated, you can create transactions like manufacturing and stock deliveries, where this opening stock will be consumed.",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2023-05-29 14:39:08.825699",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Stock Opening Balance",
|
||||
"owner": "Administrator",
|
||||
"reference_document": "Stock Reconciliation",
|
||||
"show_form_tour": 1,
|
||||
"show_full_form": 1,
|
||||
"title": "Update Stock Opening Balance",
|
||||
"validate_action": 1,
|
||||
"video_url": "https://www.youtube.com/watch?v=nlHX0ZZ84Lw"
|
||||
}
|
||||
@@ -1,21 +0,0 @@
|
||||
{
|
||||
"action": "Show Form Tour",
|
||||
"action_label": "Take a walk through Stock Settings",
|
||||
"creation": "2020-05-15 02:53:57.209967",
|
||||
"description": "# Review Stock Settings\n\nIn ERPNext, the Stock module\u2019s features are configurable as per your business needs. Stock Settings is the place where you can set your preferences for:\n- Default values for Item and Pricing\n- Default valuation method for inventory valuation\n- Set preference for serialization and batching of item\n- Set tolerance for over-receipt and delivery of items",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_single": 1,
|
||||
"is_skipped": 0,
|
||||
"modified": "2023-05-29 14:39:04.083360",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Stock Settings",
|
||||
"owner": "Administrator",
|
||||
"reference_document": "Stock Settings",
|
||||
"show_form_tour": 0,
|
||||
"show_full_form": 0,
|
||||
"title": "Review Stock Settings",
|
||||
"validate_action": 1
|
||||
}
|
||||
@@ -1,24 +0,0 @@
|
||||
{
|
||||
"action": "View Report",
|
||||
"action_label": "Check Stock Projected Qty",
|
||||
"creation": "2021-08-20 14:38:41.649103",
|
||||
"description": "# Check Stock Reports\nBased on the various stock transactions, you can get a host of one-click Stock Reports in ERPNext like Stock Ledger, Stock Balance, Projected Quantity, and Ageing analysis.",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2021-08-20 14:38:41.649103",
|
||||
"modified_by": "Administrator",
|
||||
"name": "View Stock Projected Qty",
|
||||
"owner": "Administrator",
|
||||
"reference_report": "Stock Projected Qty",
|
||||
"report_description": "You can set the filters to narrow the results, then click on Generate New Report to see the updated report.",
|
||||
"report_reference_doctype": "Item",
|
||||
"report_type": "Script Report",
|
||||
"show_form_tour": 0,
|
||||
"show_full_form": 0,
|
||||
"title": "Check Stock Projected Qty",
|
||||
"validate_action": 1
|
||||
}
|
||||
@@ -1,20 +0,0 @@
|
||||
{
|
||||
"action": "Go to Page",
|
||||
"creation": "2021-05-17 16:12:43.427579",
|
||||
"description": "# View Warehouse\nIn ERPNext the term 'warehouse' can be thought of as a storage location.\n\nWarehouses are arranged in ERPNext in a tree like structure, where multiple sub-warehouses can be grouped under a single warehouse.\n\nIn this step we will view the [**Warehouse Tree**](https://docs.erpnext.com/docs/user/manual/en/stock/warehouse#21-tree-view) to view the [**Warehouses**](https://docs.erpnext.com/docs/user/manual/en/stock/warehouse) that are set by default.",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2021-05-18 15:04:41.198413",
|
||||
"modified_by": "Administrator",
|
||||
"name": "View Warehouses",
|
||||
"owner": "Administrator",
|
||||
"path": "Tree/Warehouse",
|
||||
"show_form_tour": 0,
|
||||
"show_full_form": 0,
|
||||
"title": "View Warehouses",
|
||||
"validate_action": 1
|
||||
}
|
||||
Reference in New Issue
Block a user