fix: replace quotation with invoice in first onboarding (#35389)
[skip ci]
diff --git a/erpnext/accounts/form_tour/sales_invoice/sales_invoice.json b/erpnext/accounts/form_tour/sales_invoice/sales_invoice.json
new file mode 100644
index 0000000..414b897
--- /dev/null
+++ b/erpnext/accounts/form_tour/sales_invoice/sales_invoice.json
@@ -0,0 +1,41 @@
+{
+ "creation": "2023-05-23 09:58:17.235916",
+ "docstatus": 0,
+ "doctype": "Form Tour",
+ "first_document": 0,
+ "idx": 0,
+ "include_name_field": 0,
+ "is_standard": 1,
+ "modified": "2023-05-23 13:10:56.227127",
+ "modified_by": "Administrator",
+ "module": "Accounts",
+ "name": "Sales Invoice",
+ "owner": "Administrator",
+ "reference_doctype": "Sales Invoice",
+ "save_on_complete": 1,
+ "steps": [
+ {
+ "description": "Select a customer for whom this invoice is being prepared.",
+ "fieldname": "customer",
+ "fieldtype": "Link",
+ "has_next_condition": 1,
+ "is_table_field": 0,
+ "label": "Customer",
+ "next_step_condition": "eval: doc.customer",
+ "position": "Right",
+ "title": "Select Customer"
+ },
+ {
+ "child_doctype": "Sales Invoice Item",
+ "description": "Select item that you have sold along with quantity and rate.",
+ "fieldname": "items",
+ "fieldtype": "Table",
+ "has_next_condition": 0,
+ "is_table_field": 0,
+ "parent_fieldname": "items",
+ "position": "Top",
+ "title": "Select Item"
+ }
+ ],
+ "title": "Sales Invoice"
+}
\ No newline at end of file
diff --git a/erpnext/selling/form_tour/quotation/quotation.json b/erpnext/selling/form_tour/quotation/quotation.json
index 2a2aa5e..8c97700 100644
--- a/erpnext/selling/form_tour/quotation/quotation.json
+++ b/erpnext/selling/form_tour/quotation/quotation.json
@@ -2,9 +2,11 @@
"creation": "2021-11-23 12:00:36.138824",
"docstatus": 0,
"doctype": "Form Tour",
+ "first_document": 0,
"idx": 0,
+ "include_name_field": 0,
"is_standard": 1,
- "modified": "2021-11-23 12:02:48.010298",
+ "modified": "2023-05-23 12:51:48.684517",
"modified_by": "Administrator",
"module": "Selling",
"name": "Quotation",
@@ -14,51 +16,43 @@
"steps": [
{
"description": "Select a customer or lead for whom this quotation is being prepared. Let's select a Customer.",
- "field": "",
"fieldname": "quotation_to",
"fieldtype": "Link",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Quotation To",
- "parent_field": "",
"position": "Right",
"title": "Quotation To"
},
{
"description": "Select a specific Customer to whom this quotation will be sent.",
- "field": "",
"fieldname": "party_name",
"fieldtype": "Dynamic Link",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Party",
- "parent_field": "",
"position": "Right",
"title": "Party"
},
{
"child_doctype": "Quotation Item",
"description": "Select an item for which you will be quoting a price.",
- "field": "",
"fieldname": "items",
"fieldtype": "Table",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Items",
- "parent_field": "",
"parent_fieldname": "items",
"position": "Bottom",
"title": "Items"
},
{
"description": "You can select pre-populated Sales Taxes and Charges from here.",
- "field": "",
"fieldname": "taxes",
"fieldtype": "Table",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Sales Taxes and Charges",
- "parent_field": "",
"position": "Bottom",
"title": "Sales Taxes and Charges"
}
diff --git a/erpnext/setup/module_onboarding/home/home.json b/erpnext/setup/module_onboarding/home/home.json
index 1fd9679..7b0d77f 100644
--- a/erpnext/setup/module_onboarding/home/home.json
+++ b/erpnext/setup/module_onboarding/home/home.json
@@ -25,7 +25,7 @@
"documentation_url": "https://docs.erpnext.com/docs/v14/user/manual/en/setting-up/company-setup",
"idx": 0,
"is_complete": 0,
- "modified": "2023-05-20 19:45:03.936741",
+ "modified": "2023-05-23 13:20:19.703506",
"modified_by": "Administrator",
"module": "Setup",
"name": "Home",
@@ -38,10 +38,7 @@
"step": "Create a Customer"
},
{
- "step": "Create a Supplier"
- },
- {
- "step": "Create a Quotation"
+ "step": "Create Your First Sales Invoice"
}
],
"subtitle": "Item, Customer, Supplier and Quotation",
diff --git a/erpnext/setup/onboarding_step/create_a_customer/create_a_customer.json b/erpnext/setup/onboarding_step/create_a_customer/create_a_customer.json
index 5b0fd41..dc07578 100644
--- a/erpnext/setup/onboarding_step/create_a_customer/create_a_customer.json
+++ b/erpnext/setup/onboarding_step/create_a_customer/create_a_customer.json
@@ -9,7 +9,7 @@
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
- "modified": "2023-05-16 20:01:34.202622",
+ "modified": "2023-05-23 12:45:55.138580",
"modified_by": "Administrator",
"name": "Create a Customer",
"owner": "Administrator",
diff --git a/erpnext/setup/onboarding_step/create_an_item/create_an_item.json b/erpnext/setup/onboarding_step/create_an_item/create_an_item.json
index 15f36be..4115196 100644
--- a/erpnext/setup/onboarding_step/create_an_item/create_an_item.json
+++ b/erpnext/setup/onboarding_step/create_an_item/create_an_item.json
@@ -11,7 +11,7 @@
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
- "modified": "2023-05-16 12:56:40.355878",
+ "modified": "2023-05-23 12:43:08.484206",
"modified_by": "Administrator",
"name": "Create an Item",
"owner": "Administrator",
diff --git a/erpnext/setup/onboarding_step/create_your_first_sales_invoice/create_your_first_sales_invoice.json b/erpnext/setup/onboarding_step/create_your_first_sales_invoice/create_your_first_sales_invoice.json
new file mode 100644
index 0000000..96fa68e
--- /dev/null
+++ b/erpnext/setup/onboarding_step/create_your_first_sales_invoice/create_your_first_sales_invoice.json
@@ -0,0 +1,20 @@
+{
+ "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
+}
\ No newline at end of file