refactor: reduce steps, reword cards
diff --git a/erpnext/stock/doctype/item/item.js b/erpnext/stock/doctype/item/item.js
index 5c632fc..c587dd5 100644
--- a/erpnext/stock/doctype/item/item.js
+++ b/erpnext/stock/doctype/item/item.js
@@ -793,42 +793,3 @@
}
}
});
-
-
-frappe.tour['Item'] = [
- {
- fieldname: "item_code",
- title: __("Item Code"),
- description: __("Select an item code, this can be an SKU or a product code.") + " " +
- __("For more information click here:") + " " +
- "<a href='https://docs.erpnext.com/docs/user/manual/en/stock/articles/item-codification' target='_blank'>Item Codification</a>" +
- __("."),
- },
- {
- fieldname: "item_name",
- title: __("Item Name"),
- description: __("Select an item name, this is the actual name of the item. You will be able to search and select an item with its name as well.")
- },
- {
- fieldname: "item_group",
- title: __("Item Group"),
- description: __("Select an item group to categorizing items under a common criteria. You can even create custom Item Groups.") + " " +
- __("For more information click here:") + " " +
- "<a href='https://docs.erpnext.com/docs/user/manual/en/stock/item-group' target='_blank'>Item Group</a>" +
- __("."),
- },
- {
- fieldname: "stock_uom",
- title: __("Default Unit of Measure"),
- description: __("This decides the unit of measure in which stock balance will be maintained for this item.") + " " +
- __("For more information click here:") + " " +
- "<a href='https://docs.erpnext.com/docs/user/manual/en/stock/uom' target='_blank'>Unit of Measure</a>" +
- __("."),
- },
- {
- fieldname: "is_stock_item",
- title: __("Maintain Stock"),
- description: __("Check this field to maintain stock for this item.") + " " +
- __("Uncheck this field for non-stock items such as a service.")
- },
-];
diff --git a/erpnext/stock/doctype/purchase_receipt/purchase_receipt.js b/erpnext/stock/doctype/purchase_receipt/purchase_receipt.js
index 9f002f4..0182ed5 100644
--- a/erpnext/stock/doctype/purchase_receipt/purchase_receipt.js
+++ b/erpnext/stock/doctype/purchase_receipt/purchase_receipt.js
@@ -347,23 +347,3 @@
});
}
};
-
-
-frappe.tour['Purchase Receipt'] = [
- {
- fieldname: "supplier",
- title: __("Supplier"),
- description: __("This field is used to set the 'Supplier'.")
- },
- {
- fieldname: "items",
- title: __("Items"),
- description: __("This table is used to set details about the 'Item', 'Qty', 'Basic Rate', etc.") + " " +
- __("Different 'Source Warehouse' and 'Target Warehouse' can be set for each row.")
- },
- {
- fieldname: "set_posting_time",
- title: __("Edit Posting Date and Time"),
- description: __("This option can be checked to edit the 'Posting Date' and 'Posting Time' fields.")
- }
-]
diff --git a/erpnext/stock/doctype/stock_reconciliation/stock_reconciliation.js b/erpnext/stock/doctype/stock_reconciliation/stock_reconciliation.js
index 84f65a0..49c8540 100644
--- a/erpnext/stock/doctype/stock_reconciliation/stock_reconciliation.js
+++ b/erpnext/stock/doctype/stock_reconciliation/stock_reconciliation.js
@@ -302,3 +302,16 @@
};
cur_frm.cscript = new erpnext.stock.StockReconciliation({frm: cur_frm});
+
+frappe.tour['Stock Reconciliation'] = [
+ {
+ fieldname: "purpose",
+ title: __("Purpose"),
+ description: __("Set Purpose to Opening Stock to set the stock opening balance.")
+ },
+ {
+ fieldname: "items",
+ title: __("Items"),
+ description: __("Select the items for which the opening stock has to be set.")
+ },
+];
diff --git a/erpnext/stock/module_onboarding/stock/stock.json b/erpnext/stock/module_onboarding/stock/stock.json
index 9e91090..4503f53 100644
--- a/erpnext/stock/module_onboarding/stock/stock.json
+++ b/erpnext/stock/module_onboarding/stock/stock.json
@@ -19,35 +19,26 @@
"documentation_url": "https://docs.erpnext.com/docs/user/manual/en/stock",
"idx": 0,
"is_complete": 0,
- "modified": "2021-05-20 15:08:11.987145",
+ "modified": "2021-06-18 14:41:24.286683",
"modified_by": "Administrator",
"module": "Stock",
"name": "Stock",
"owner": "Administrator",
"steps": [
{
- "step": "Create an Item"
- },
- {
- "step": "View Warehouses"
+ "step": "Stock Settings"
},
{
"step": "Create a Warehouse"
},
{
- "step": "Stock Settings"
- },
- {
- "step": "Introduction to Stock Entry"
- },
- {
"step": "Create a Stock Entry"
},
{
- "step": "View Stock Ledger"
+ "step": "Stock Opening Balance"
},
{
- "step": "Stock Opening Balance"
+ "step": "View Stock Balance"
}
],
"subtitle": "Inventory, Warehouses, Analysis, and more.",
diff --git a/erpnext/stock/onboarding_step/create_a_stock_entry/create_a_stock_entry.json b/erpnext/stock/onboarding_step/create_a_stock_entry/create_a_stock_entry.json
index 2244c13..3cb522c 100644
--- a/erpnext/stock/onboarding_step/create_a_stock_entry/create_a_stock_entry.json
+++ b/erpnext/stock/onboarding_step/create_a_stock_entry/create_a_stock_entry.json
@@ -1,20 +1,21 @@
{
"action": "Create Entry",
+ "action_label": "Create a Material Transfer Entry",
"creation": "2020-05-15 03:20:16.277043",
- "description": "# Create a Stock Entry\nA [**Stock Entry**](https://docs.erpnext.com/docs/user/manual/en/stock/stock-entry) allows you to record the movement of *Items* between *Warehouses*. \n\nIn this step we will create *Stock Entry*.",
+ "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": "2021-05-18 15:15:26.355884",
+ "modified": "2021-06-18 13:57:11.434063",
"modified_by": "Administrator",
"name": "Create a Stock Entry",
"owner": "Administrator",
"reference_document": "Stock Entry",
"show_form_tour": 1,
"show_full_form": 1,
- "title": "Create a Stock Entry",
+ "title": "Manage Stock Movements",
"validate_action": 1
}
\ No newline at end of file
diff --git a/erpnext/stock/onboarding_step/create_a_warehouse/create_a_warehouse.json b/erpnext/stock/onboarding_step/create_a_warehouse/create_a_warehouse.json
index b31b0d0..0ef6c36 100644
--- a/erpnext/stock/onboarding_step/create_a_warehouse/create_a_warehouse.json
+++ b/erpnext/stock/onboarding_step/create_a_warehouse/create_a_warehouse.json
@@ -1,20 +1,21 @@
{
"action": "Create Entry",
+ "action_label": "Let\u2019s create your first warehouse ",
"creation": "2021-05-17 16:13:19.297789",
- "description": "# Create a Warehouse\nIn this step we will create a [**Warehouse**](https://docs.erpnext.com/docs/user/manual/en/stock/warehouse).",
+ "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": "2021-05-18 15:00:36.896793",
+ "modified": "2021-06-18 13:52:51.126984",
"modified_by": "Administrator",
"name": "Create a Warehouse",
"owner": "Administrator",
"reference_document": "Warehouse",
"show_form_tour": 1,
"show_full_form": 1,
- "title": "Create a Warehouse",
+ "title": "Setup a Warehouse",
"validate_action": 1
}
\ No newline at end of file
diff --git a/erpnext/stock/onboarding_step/stock_opening_balance/stock_opening_balance.json b/erpnext/stock/onboarding_step/stock_opening_balance/stock_opening_balance.json
index 19d6a37..48fd1fd 100644
--- a/erpnext/stock/onboarding_step/stock_opening_balance/stock_opening_balance.json
+++ b/erpnext/stock/onboarding_step/stock_opening_balance/stock_opening_balance.json
@@ -1,21 +1,22 @@
{
- "action": "Watch Video",
+ "action": "Create Entry",
+ "action_label": "Let\u2019s create a stock opening entry",
"creation": "2021-05-17 16:13:47.511883",
- "description": "# Stock Opening Balance\nTo set the Stock Opening Balance, you can create a [**Stock Reconciliation**](https://docs.erpnext.com/docs/user/manual/en/stock/stock-reconciliation) entry with _Purpose_ set to _Opening Balance_.\n\nFor more information you can watch the video.",
+ "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": "2021-05-20 15:07:19.545934",
+ "modified": "2021-06-18 13:59:36.021097",
"modified_by": "Administrator",
"name": "Stock Opening Balance",
"owner": "Administrator",
"reference_document": "Stock Reconciliation",
"show_form_tour": 1,
"show_full_form": 1,
- "title": "Stock Opening Balance",
+ "title": "Update Stock Opening Balance",
"validate_action": 1,
"video_url": "https://www.youtube.com/watch?v=nlHX0ZZ84Lw"
}
\ No newline at end of file
diff --git a/erpnext/stock/onboarding_step/stock_settings/stock_settings.json b/erpnext/stock/onboarding_step/stock_settings/stock_settings.json
index 096a3d2..f7238da 100644
--- a/erpnext/stock/onboarding_step/stock_settings/stock_settings.json
+++ b/erpnext/stock/onboarding_step/stock_settings/stock_settings.json
@@ -1,20 +1,21 @@
{
"action": "Show Form Tour",
+ "action_label": "Take a walk through Stock Settings",
"creation": "2020-05-15 02:53:57.209967",
- "description": "# Stock Settings\nIn this step we will view the [**Stock Settings**](https://docs.erpnext.com/docs/user/manual/en/stock/stock-settings) page, here you can set the default settings for your stock related transactions.",
+ "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": "2021-05-18 16:44:58.084849",
+ "modified": "2021-06-18 14:13:12.678178",
"modified_by": "Administrator",
"name": "Stock Settings",
"owner": "Administrator",
"reference_document": "Stock Settings",
"show_form_tour": 0,
"show_full_form": 0,
- "title": "Explore Stock Settings",
+ "title": "Review Stock Settings",
"validate_action": 1
}
\ No newline at end of file
diff --git a/erpnext/stock/onboarding_step/view_stock_balance/view_stock_balance.json b/erpnext/stock/onboarding_step/view_stock_balance/view_stock_balance.json
new file mode 100644
index 0000000..ed5fe36
--- /dev/null
+++ b/erpnext/stock/onboarding_step/view_stock_balance/view_stock_balance.json
@@ -0,0 +1,24 @@
+{
+ "action": "View Report",
+ "action_label": "Check Stock Balance",
+ "creation": "2021-05-17 16:15:54.617572",
+ "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": "2021-06-18 14:41:18.499215",
+ "modified_by": "Administrator",
+ "name": "View Stock Balance",
+ "owner": "Administrator",
+ "reference_report": "Stock Balance",
+ "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": "Stock Ledger Entry",
+ "report_type": "Script Report",
+ "show_form_tour": 0,
+ "show_full_form": 0,
+ "title": "Check Stock Reports",
+ "validate_action": 1
+}
\ No newline at end of file
diff --git a/erpnext/stock/onboarding_step/view_stock_ledger/view_stock_ledger.json b/erpnext/stock/onboarding_step/view_stock_ledger/view_stock_ledger.json
index 13661bc..7a5f164 100644
--- a/erpnext/stock/onboarding_step/view_stock_ledger/view_stock_ledger.json
+++ b/erpnext/stock/onboarding_step/view_stock_ledger/view_stock_ledger.json
@@ -1,14 +1,15 @@
{
"action": "View Report",
+ "action_label": "Check Stock Ledger",
"creation": "2021-05-17 16:16:10.727959",
- "description": "# View Stock Ledger\nThe [**Stock Ledger**](https://docs.erpnext.com/docs/user/manual/en/stock/stock-ledger) is a detailed record that keeps track of stock movements for a company. \n\nIn this step we will view the *Stock Ledger*.",
+ "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": "2021-05-18 16:16:38.150079",
+ "modified": "2021-06-18 14:09:39.399311",
"modified_by": "Administrator",
"name": "View Stock Ledger",
"owner": "Administrator",
@@ -18,6 +19,6 @@
"report_type": "Script Report",
"show_form_tour": 0,
"show_full_form": 0,
- "title": "View Stock Ledger",
+ "title": "Check Stock Reports",
"validate_action": 1
}
\ No newline at end of file