fix: updated onboarding steps for selling module
diff --git a/erpnext/selling/form_tour/sales_order/sales_order.json b/erpnext/selling/form_tour/sales_order/sales_order.json
new file mode 100644
index 0000000..a81eb4a
--- /dev/null
+++ b/erpnext/selling/form_tour/sales_order/sales_order.json
@@ -0,0 +1,97 @@
+{
+ "creation": "2021-06-29 21:13:36.089054",
+ "docstatus": 0,
+ "doctype": "Form Tour",
+ "idx": 0,
+ "is_standard": 1,
+ "modified": "2021-06-29 21:13:36.089054",
+ "modified_by": "Administrator",
+ "module": "Selling",
+ "name": "Sales Order",
+ "owner": "Administrator",
+ "reference_doctype": "Sales Order",
+ "save_on_complete": 1,
+ "steps": [
+ {
+ "description": "Select a customer.",
+ "field": "",
+ "fieldname": "customer",
+ "fieldtype": "Link",
+ "has_next_condition": 1,
+ "is_table_field": 0,
+ "label": "Customer",
+ "next_step_condition": "customer",
+ "parent_field": "",
+ "position": "Right",
+ "title": "Select Customer"
+ },
+ {
+ "description": "You can add items here.",
+ "field": "",
+ "fieldname": "items",
+ "fieldtype": "Table",
+ "has_next_condition": 0,
+ "is_table_field": 0,
+ "label": "Items",
+ "parent_field": "",
+ "position": "Bottom",
+ "title": "List of items"
+ },
+ {
+ "child_doctype": "Sales Order Item",
+ "description": "Select an item.",
+ "field": "",
+ "fieldname": "item_code",
+ "fieldtype": "Link",
+ "has_next_condition": 1,
+ "is_table_field": 1,
+ "label": "Item Code",
+ "next_step_condition": "eval: doc.item_code",
+ "parent_field": "",
+ "parent_fieldname": "items",
+ "position": "Right",
+ "title": "Select Item"
+ },
+ {
+ "child_doctype": "Sales Order Item",
+ "description": "Enter quantity.",
+ "field": "",
+ "fieldname": "qty",
+ "fieldtype": "Float",
+ "has_next_condition": 0,
+ "is_table_field": 1,
+ "label": "Quantity",
+ "parent_field": "",
+ "parent_fieldname": "items",
+ "position": "Right",
+ "title": "Enter Quantity"
+ },
+ {
+ "child_doctype": "Sales Order Item",
+ "description": "Enter rate of the item.",
+ "field": "",
+ "fieldname": "rate",
+ "fieldtype": "Currency",
+ "has_next_condition": 0,
+ "is_table_field": 1,
+ "label": "Rate",
+ "parent_field": "",
+ "parent_fieldname": "items",
+ "position": "Right",
+ "title": "Enter Rate"
+ },
+ {
+ "description": "You can add sales taxes and charges here.",
+ "field": "",
+ "fieldname": "taxes",
+ "fieldtype": "Table",
+ "has_next_condition": 0,
+ "is_table_field": 0,
+ "label": "Sales Taxes and Charges",
+ "parent_field": "",
+ "position": "Bottom",
+ "title": "Add Sales Taxes and Charges"
+ }
+ ],
+ "title": "Sales Order"
+}
\ No newline at end of file
diff --git a/erpnext/selling/form_tour/selling_settings/selling_settings.json b/erpnext/selling/form_tour/selling_settings/selling_settings.json
new file mode 100644
index 0000000..20c718f
--- /dev/null
+++ b/erpnext/selling/form_tour/selling_settings/selling_settings.json
@@ -0,0 +1,65 @@
+{
+ "creation": "2021-06-29 20:39:19.408763",
+ "docstatus": 0,
+ "doctype": "Form Tour",
+ "idx": 0,
+ "is_standard": 1,
+ "modified": "2021-06-29 20:49:01.359489",
+ "modified_by": "Administrator",
+ "module": "Selling",
+ "name": "Selling Settings",
+ "owner": "Administrator",
+ "reference_doctype": "Selling Settings",
+ "save_on_complete": 0,
+ "steps": [
+ {
+ "description": "By default, the Customer Name is set as per the Full Name entered. If you want Customers to be named by a <a href=\"https://docs.erpnext.com/docs/user/manual/en/setting-up/settings/naming-series\" target=\"_blank\">Naming Series</a>. Choose the 'Naming Series' option.",
+ "field": "",
+ "fieldname": "cust_master_name",
+ "fieldtype": "Select",
+ "has_next_condition": 0,
+ "is_table_field": 0,
+ "label": "Customer Naming By",
+ "parent_field": "",
+ "position": "Right",
+ "title": "Customer Naming By"
+ },
+ {
+ "description": "If this option is configured 'Yes', ERPNext will prevent you from creating a Sales Invoice or Delivery Note without creating a Sales Order first. This configuration can be overridden for a particular Customer by enabling the 'Allow Sales Invoice Creation Without Sales Order' checkbox in the Customer master.",
+ "field": "",
+ "fieldname": "so_required",
+ "fieldtype": "Select",
+ "has_next_condition": 0,
+ "is_table_field": 0,
+ "label": "Is Sales Order Required for Sales Invoice & Delivery Note Creation?",
+ "parent_field": "",
+ "position": "Left",
+ "title": "Sales Order Required for Sales Invoice & Delivery Note Creation"
+ },
+ {
+ "description": "If this option is configured 'Yes', ERPNext will prevent you from creating a Sales Invoice without creating a Delivery Note first. This configuration can be overridden for a particular Customer by enabling the 'Allow Sales Invoice Creation Without Delivery Note' checkbox in the Customer master.",
+ "field": "",
+ "fieldname": "dn_required",
+ "fieldtype": "Select",
+ "has_next_condition": 0,
+ "is_table_field": 0,
+ "label": "Is Delivery Note Required for Sales Invoice Creation?",
+ "parent_field": "",
+ "position": "Left",
+ "title": "Delivery Note Required for Sales Invoice Creation"
+ },
+ {
+ "description": "Configure the default Price List when creating a new Sales transaction. Item prices will be fetched from this Price List.",
+ "field": "",
+ "fieldname": "selling_price_list",
+ "fieldtype": "Link",
+ "has_next_condition": 0,
+ "is_table_field": 0,
+ "label": "Default Price List",
+ "parent_field": "",
+ "position": "Right",
+ "title": "Default Selling Price List"
+ }
+ ],
+ "title": "Selling Settings"
+}
\ No newline at end of file
diff --git a/erpnext/selling/module_onboarding/selling/selling.json b/erpnext/selling/module_onboarding/selling/selling.json
index 160208f..29f51cb 100644
--- a/erpnext/selling/module_onboarding/selling/selling.json
+++ b/erpnext/selling/module_onboarding/selling/selling.json
@@ -19,7 +19,7 @@
"documentation_url": "https://docs.erpnext.com/docs/user/manual/en/selling",
"idx": 0,
"is_complete": 0,
- "modified": "2020-07-08 14:05:37.669753",
+ "modified": "2021-06-29 21:23:24.510122",
"modified_by": "Administrator",
"module": "Selling",
"name": "Selling",
@@ -41,7 +41,7 @@
"step": "Create a Quotation"
},
{
- "step": "Create your first Sales Order"
+ "step": "Create a Sales Order"
},
{
"step": "Selling Settings"
diff --git a/erpnext/selling/onboarding_step/create_a_customer/create_a_customer.json b/erpnext/selling/onboarding_step/create_a_customer/create_a_customer.json
index 5a403b0..64defbf 100644
--- a/erpnext/selling/onboarding_step/create_a_customer/create_a_customer.json
+++ b/erpnext/selling/onboarding_step/create_a_customer/create_a_customer.json
@@ -5,7 +5,6 @@
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
- "is_mandatory": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2020-06-01 13:16:19.731719",
@@ -13,6 +12,7 @@
"name": "Create a Customer",
"owner": "Administrator",
"reference_document": "Customer",
+ "show_form_tour": 0,
"show_full_form": 0,
"title": "Create a Customer",
"validate_action": 1
diff --git a/erpnext/selling/onboarding_step/create_a_product/create_a_product.json b/erpnext/selling/onboarding_step/create_a_product/create_a_product.json
index d2068e1..52a5861 100644
--- a/erpnext/selling/onboarding_step/create_a_product/create_a_product.json
+++ b/erpnext/selling/onboarding_step/create_a_product/create_a_product.json
@@ -5,14 +5,14 @@
"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": "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
diff --git a/erpnext/selling/onboarding_step/create_a_quotation/create_a_quotation.json b/erpnext/selling/onboarding_step/create_a_quotation/create_a_quotation.json
index 27253d1..6f1837e 100644
--- a/erpnext/selling/onboarding_step/create_a_quotation/create_a_quotation.json
+++ b/erpnext/selling/onboarding_step/create_a_quotation/create_a_quotation.json
@@ -5,7 +5,6 @@
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
- "is_mandatory": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2020-06-01 13:34:58.958641",
@@ -13,6 +12,7 @@
"name": "Create a Quotation",
"owner": "Administrator",
"reference_document": "Quotation",
+ "show_form_tour": 0,
"show_full_form": 1,
"title": "Create a Quotation",
"validate_action": 1
diff --git a/erpnext/selling/onboarding_step/create_a_sales_order/create_a_sales_order.json b/erpnext/selling/onboarding_step/create_a_sales_order/create_a_sales_order.json
new file mode 100644
index 0000000..378f295
--- /dev/null
+++ b/erpnext/selling/onboarding_step/create_a_sales_order/create_a_sales_order.json
@@ -0,0 +1,21 @@
+{
+ "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
+}
\ No newline at end of file
diff --git a/erpnext/selling/onboarding_step/introduction_to_selling/introduction_to_selling.json b/erpnext/selling/onboarding_step/introduction_to_selling/introduction_to_selling.json
index d21c1f4..6364533 100644
--- a/erpnext/selling/onboarding_step/introduction_to_selling/introduction_to_selling.json
+++ b/erpnext/selling/onboarding_step/introduction_to_selling/introduction_to_selling.json
@@ -5,13 +5,13 @@
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
- "is_mandatory": 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,
diff --git a/erpnext/selling/onboarding_step/selling_settings/selling_settings.json b/erpnext/selling/onboarding_step/selling_settings/selling_settings.json
index 7996d7b..af95aa7 100644
--- a/erpnext/selling/onboarding_step/selling_settings/selling_settings.json
+++ b/erpnext/selling/onboarding_step/selling_settings/selling_settings.json
@@ -1,19 +1,21 @@
{
"action": "Show Form Tour",
+ "action_label": "Let\u2019s walk-through Selling Settings",
"creation": "2020-06-01 13:01:45.615189",
+ "description": "CRM and Selling module\u2019s features are configurable as per your business needs. Selling Settings is the place where you can set your preferences for:\n1. Customer naming and default values\n2. Billing and shipping preference in sales transactions\n",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
- "is_mandatory": 0,
"is_single": 1,
"is_skipped": 0,
- "modified": "2020-06-01 13:04:14.980743",
+ "modified": "2021-06-29 20:52:03.640254",
"modified_by": "Administrator",
"name": "Selling Settings",
"owner": "Administrator",
"reference_document": "Selling Settings",
+ "show_form_tour": 0,
"show_full_form": 0,
- "title": "Configure Selling Settings.",
+ "title": "Selling Settings",
"validate_action": 0
}
\ No newline at end of file
diff --git a/erpnext/selling/onboarding_step/setup_your_warehouse/setup_your_warehouse.json b/erpnext/selling/onboarding_step/setup_your_warehouse/setup_your_warehouse.json
index 9457dee..1e20eb0 100644
--- a/erpnext/selling/onboarding_step/setup_your_warehouse/setup_your_warehouse.json
+++ b/erpnext/selling/onboarding_step/setup_your_warehouse/setup_your_warehouse.json
@@ -5,15 +5,15 @@
"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": "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