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Anand Doshid57e7932015-02-24 12:24:53 +05301from __future__ import unicode_literals
Anand Doshif5794f12014-03-03 15:05:28 +05302from frappe import _
3
Anand Doshi08ef4672014-05-08 11:43:18 +05304def get_data():
5 return [
6 {
Rushabh Mehtad1e1c522016-03-08 18:06:21 +05307 "label": _("Sales"),
Rushabh Mehta2167ff52016-12-07 11:08:48 +05308 "icon": "fa fa-star",
Anand Doshi08ef4672014-05-08 11:43:18 +05309 "items": [
10 {
11 "type": "doctype",
Prateeksha Singh063af4e2019-02-06 17:02:41 +053012 "name": "Customer",
13 "description": _("Customer database."),
14 "onboard": 1,
15 },
16 {
17 "type": "doctype",
Anand Doshi08ef4672014-05-08 11:43:18 +053018 "name": "Quotation",
19 "description": _("Quotes to Leads or Customers."),
Prateeksha Singh063af4e2019-02-06 17:02:41 +053020 "onboard": 1,
21 "dependencies": ["Item", "Customer"],
Anand Doshi08ef4672014-05-08 11:43:18 +053022 },
23 {
24 "type": "doctype",
25 "name": "Sales Order",
26 "description": _("Confirmed orders from Customers."),
Prateeksha Singh063af4e2019-02-06 17:02:41 +053027 "onboard": 1,
28 "dependencies": ["Item", "Customer"],
29 },
30 {
31 "type": "doctype",
32 "name": "Sales Partner",
33 "description": _("Manage Sales Partners."),
34 "dependencies": ["Item"],
35 },
36 {
37 "type": "doctype",
38 "label": _("Sales Person"),
39 "name": "Sales Person",
40 "icon": "fa fa-sitemap",
41 "link": "Tree/Sales Person",
42 "description": _("Manage Sales Person Tree."),
43 "dependencies": ["Item", "Customer"],
44 },
45 {
46 "type": "report",
47 "is_query_report": True,
48 "name": "Address And Contacts",
49 "label": _("Sales Partner Addresses And Contacts"),
50 "doctype": "Address",
51 "route_options": {
52 "party_type": "Sales Partner"
53 }
54 },
55 {
56 "type": "report",
57 "is_query_report": True,
58 "name": "Territory Target Variance (Item Group-Wise)",
59 "route": "query-report/Territory Target Variance Item Group-Wise",
60 "doctype": "Territory",
61 },
62 {
63 "type": "report",
64 "is_query_report": True,
65 "name": "Sales Person Target Variance (Item Group-Wise)",
66 "route": "query-report/Sales Person Target Variance Item Group-Wise",
67 "doctype": "Sales Person",
68 "dependencies": ["Sales Person"],
Anand Doshi08ef4672014-05-08 11:43:18 +053069 },
Rushabh Mehtad1e1c522016-03-08 18:06:21 +053070 ]
71 },
72 {
Prateeksha Singh063af4e2019-02-06 17:02:41 +053073 "label": _("Items and Pricing"),
Rushabh Mehtad1e1c522016-03-08 18:06:21 +053074 "items": [
75 {
76 "type": "doctype",
Prateeksha Singh063af4e2019-02-06 17:02:41 +053077 "name": "Item",
78 "description": _("All Products or Services."),
79 "onboard": 1,
80 },
81 {
82 "type": "doctype",
83 "name": "Item Group",
84 "icon": "fa fa-sitemap",
85 "label": _("Item Group"),
86 "link": "Tree/Item Group",
87 "description": _("Tree of Item Groups."),
88 "onboard": 1,
89 },
90 {
91 "type": "doctype",
92 "name": "Product Bundle",
93 "description": _("Bundle items at time of sale."),
94 "dependencies": ["Item"],
95 },
96 {
97 "type": "doctype",
98 "name": "Price List",
99 "description": _("Price List master."),
100 "dependencies": ["Item"],
101 },
102 {
103 "type": "doctype",
104 "name": "Item Price",
105 "description": _("Multiple Item prices."),
106 "route": "Report/Item Price",
107 "dependencies": ["Item", "Price List"],
108 },
109 {
110 "type": "doctype",
111 "name": "Pricing Rule",
112 "description": _("Rules for applying pricing and discount."),
113 "dependencies": ["Item"],
114 },
115 {
116 "type": "doctype",
117 "name": "Shipping Rule",
118 "description": _("Rules for adding shipping costs."),
119 },
120
121 ]
122 },
123 {
124 "label": _("Setup"),
125 "icon": "fa fa-cog",
126 "items": [
127 {
128 "type": "doctype",
129 "name": "Selling Settings",
130 "description": _("Default settings for selling transactions."),
131 "onboard": 1,
132 },
133 {
134 "type": "doctype",
135 "name": "Campaign",
136 "description": _("Sales campaigns."),
137 "onboard": 1,
138 },
139 {
140 "type": "doctype",
141 "name": "Industry Type",
142 "description": _("Track Leads by Industry Type."),
143 "onboard": 1,
144 },
145 {
146 "type": "doctype",
147 "name":"Terms and Conditions",
148 "label": _("Terms and Conditions Template"),
149 "description": _("Template of terms or contract.")
150 },
151 {
152 "type": "doctype",
153 "name": "Sales Taxes and Charges Template",
154 "description": _("Tax template for selling transactions.")
155 },
156 {
157 "type": "doctype",
158 "name": "Lead Source",
159 "description": _("Track Leads by Lead Source.")
Rushabh Mehtad1e1c522016-03-08 18:06:21 +0530160 },
161 {
Saurabh52ec0ed2016-07-05 18:02:38 +0530162 "type": "doctype",
Rushabh Mehtad1e1c522016-03-08 18:06:21 +0530163 "label": _("Customer Group"),
Saurabh52ec0ed2016-07-05 18:02:38 +0530164 "name": "Customer Group",
Rushabh Mehta2167ff52016-12-07 11:08:48 +0530165 "icon": "fa fa-sitemap",
Saurabh17022732016-06-21 13:19:17 +0530166 "link": "Tree/Customer Group",
Rushabh Mehtad1e1c522016-03-08 18:06:21 +0530167 "description": _("Manage Customer Group Tree."),
Rushabh Mehtad1e1c522016-03-08 18:06:21 +0530168 },
Anand Doshi08ef4672014-05-08 11:43:18 +0530169 {
170 "type": "doctype",
171 "name": "Contact",
172 "description": _("All Contacts."),
173 },
174 {
175 "type": "doctype",
176 "name": "Address",
177 "description": _("All Addresses."),
178 },
Rushabh Mehtad1e1c522016-03-08 18:06:21 +0530179 {
Saurabh52ec0ed2016-07-05 18:02:38 +0530180 "type": "doctype",
Anand Doshi08ef4672014-05-08 11:43:18 +0530181 "label": _("Territory"),
Saurabh52ec0ed2016-07-05 18:02:38 +0530182 "name": "Territory",
Rushabh Mehta2167ff52016-12-07 11:08:48 +0530183 "icon": "fa fa-sitemap",
Saurabh17022732016-06-21 13:19:17 +0530184 "link": "Tree/Territory",
Anand Doshi08ef4672014-05-08 11:43:18 +0530185 "description": _("Manage Territory Tree."),
Anand Doshi08ef4672014-05-08 11:43:18 +0530186 },
Anand Doshi08ef4672014-05-08 11:43:18 +0530187 ]
188 },
189 {
Rushabh Mehtad1e1c522016-03-08 18:06:21 +0530190 "label": _("Analytics"),
Rushabh Mehta2167ff52016-12-07 11:08:48 +0530191 "icon": "fa fa-table",
Anand Doshi08ef4672014-05-08 11:43:18 +0530192 "items": [
193 {
Deepesh Garg67142142018-11-12 16:15:54 +0530194 "type": "report",
195 "is_query_report": True,
196 "name": "Sales Analytics",
Prateeksha Singh063af4e2019-02-06 17:02:41 +0530197 "doctype": "Sales Order",
198 "onboard": 1,
Anand Doshi08ef4672014-05-08 11:43:18 +0530199 },
200 {
201 "type": "page",
202 "name": "sales-funnel",
203 "label": _("Sales Funnel"),
Rushabh Mehta2167ff52016-12-07 11:08:48 +0530204 "icon": "fa fa-bar-chart",
Prateeksha Singh063af4e2019-02-06 17:02:41 +0530205 "onboard": 1,
Anand Doshi08ef4672014-05-08 11:43:18 +0530206 },
207 {
208 "type": "report",
209 "is_query_report": True,
210 "name": "Customer Acquisition and Loyalty",
211 "doctype": "Customer",
Rushabh Mehta2167ff52016-12-07 11:08:48 +0530212 "icon": "fa fa-bar-chart",
Anand Doshi08ef4672014-05-08 11:43:18 +0530213 },
Rushabh Mehtad1e1c522016-03-08 18:06:21 +0530214 {
215 "type": "report",
216 "is_query_report": True,
217 "name": "Quotation Trends",
218 "doctype": "Quotation"
219 },
220 {
221 "type": "report",
222 "is_query_report": True,
223 "name": "Sales Order Trends",
224 "doctype": "Sales Order"
225 },
Anand Doshi08ef4672014-05-08 11:43:18 +0530226 ]
227 },
228 {
Rushabh Mehtad1e1c522016-03-08 18:06:21 +0530229 "label": _("Other Reports"),
Rushabh Mehta2167ff52016-12-07 11:08:48 +0530230 "icon": "fa fa-list",
Anand Doshi08ef4672014-05-08 11:43:18 +0530231 "items": [
232 {
233 "type": "report",
234 "is_query_report": True,
235 "name": "Lead Details",
236 "doctype": "Lead"
237 },
238 {
239 "type": "report",
240 "is_query_report": True,
Shreya Shah51034542018-06-05 10:44:36 +0530241 "name": "Address And Contacts",
ahmadRagheb9017f372017-06-07 17:38:39 +0300242 "label": _("Customer Addresses And Contacts"),
mbauskarcbc49e22017-01-19 17:45:22 +0530243 "doctype": "Address",
244 "route_options": {
245 "party_type": "Customer"
246 }
Anand Doshi08ef4672014-05-08 11:43:18 +0530247 },
248 {
249 "type": "report",
250 "is_query_report": True,
251 "name": "Ordered Items To Be Delivered",
252 "doctype": "Sales Order"
253 },
254 {
255 "type": "report",
256 "is_query_report": True,
257 "name": "Sales Person-wise Transaction Summary",
258 "doctype": "Sales Order"
259 },
260 {
261 "type": "report",
262 "is_query_report": True,
263 "name": "Item-wise Sales History",
264 "doctype": "Item"
265 },
266 {
267 "type": "report",
268 "is_query_report": True,
Rushabh Mehtab45a6bc2015-06-17 01:54:56 +0530269 "name": "BOM Search",
270 "doctype": "BOM"
271 },
272 {
273 "type": "report",
274 "is_query_report": True,
Rushabh Mehtad1e1c522016-03-08 18:06:21 +0530275 "name": "Inactive Customers",
Anand Doshi08ef4672014-05-08 11:43:18 +0530276 "doctype": "Sales Order"
277 },
278 {
279 "type": "report",
280 "is_query_report": True,
281 "name": "Available Stock for Packing Items",
282 "doctype": "Item",
283 },
284 {
285 "type": "report",
286 "is_query_report": True,
287 "name": "Pending SO Items For Purchase Request",
288 "doctype": "Sales Order"
289 },
Nabin Hait7dbcee82014-10-30 15:49:17 +0530290 {
291 "type": "report",
292 "is_query_report": True,
293 "name": "Customer Credit Balance",
294 "doctype": "Customer"
295 },
Nabin Hait19ce9042018-05-21 11:07:04 +0530296 {
297 "type": "report",
298 "is_query_report": True,
299 "name": "Customers Without Any Sales Transactions",
300 "doctype": "Customer"
301 },
Anand Doshi08ef4672014-05-08 11:43:18 +0530302 ]
303 },
Rushabh Mehta67712402015-05-25 18:30:53 +0530304 {
305 "label": _("Help"),
306 "items": [
307 {
308 "type": "help",
309 "label": _("Customer and Supplier"),
310 "youtube_id": "anoGi_RpQ20"
311 },
Sambhaji Kolatefd539912015-10-27 17:01:27 +0530312 {
313 "type": "help",
314 "label": _("Sales Order to Payment"),
315 "youtube_id": "7AMq4lqkN4A"
316 },
317 {
318 "type": "help",
319 "label": _("Point-of-Sale"),
320 "youtube_id": "4WkelWkbP_c"
321 },
Rushabh Mehta67712402015-05-25 18:30:53 +0530322 ]
323 },
Anand Doshi08ef4672014-05-08 11:43:18 +0530324 ]