blob: 58f7952ef9fa5448a1eea9b443ea61a820697534 [file] [log] [blame]
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,
Prateeksha Singh063af4e2019-02-06 17:02:41 +053048 "name": "Territory Target Variance (Item Group-Wise)",
Himanshu Warekar3315a9f2019-02-28 11:51:36 +053049 "route": "#query-report/Territory Target Variance Item Group-Wise",
Prateeksha Singh063af4e2019-02-06 17:02:41 +053050 "doctype": "Territory",
51 },
52 {
53 "type": "report",
54 "is_query_report": True,
55 "name": "Sales Person Target Variance (Item Group-Wise)",
Himanshu Warekar3315a9f2019-02-28 11:51:36 +053056 "route": "#query-report/Sales Person Target Variance Item Group-Wise",
Prateeksha Singh063af4e2019-02-06 17:02:41 +053057 "doctype": "Sales Person",
58 "dependencies": ["Sales Person"],
Anand Doshi08ef4672014-05-08 11:43:18 +053059 },
Rushabh Mehtad1e1c522016-03-08 18:06:21 +053060 ]
61 },
62 {
Prateeksha Singh063af4e2019-02-06 17:02:41 +053063 "label": _("Items and Pricing"),
Rushabh Mehtad1e1c522016-03-08 18:06:21 +053064 "items": [
65 {
66 "type": "doctype",
Prateeksha Singh063af4e2019-02-06 17:02:41 +053067 "name": "Item",
68 "description": _("All Products or Services."),
69 "onboard": 1,
70 },
71 {
72 "type": "doctype",
Prateeksha Singh34234072019-02-07 09:18:24 +053073 "name": "Item Price",
74 "description": _("Multiple Item prices."),
Himanshu Warekar3315a9f2019-02-28 11:51:36 +053075 "route": "#Report/Item Price",
Prateeksha Singh34234072019-02-07 09:18:24 +053076 "dependencies": ["Item", "Price List"],
77 "onboard": 1,
78 },
79 {
80 "type": "doctype",
81 "name": "Price List",
82 "description": _("Price List master."),
83 "onboard": 1,
84 },
85 {
86 "type": "doctype",
Prateeksha Singh063af4e2019-02-06 17:02:41 +053087 "name": "Item Group",
88 "icon": "fa fa-sitemap",
89 "label": _("Item Group"),
90 "link": "Tree/Item Group",
91 "description": _("Tree of Item Groups."),
92 "onboard": 1,
93 },
94 {
95 "type": "doctype",
96 "name": "Product Bundle",
97 "description": _("Bundle items at time of sale."),
98 "dependencies": ["Item"],
99 },
100 {
101 "type": "doctype",
Prateeksha Singh063af4e2019-02-06 17:02:41 +0530102 "name": "Pricing Rule",
103 "description": _("Rules for applying pricing and discount."),
104 "dependencies": ["Item"],
105 },
106 {
107 "type": "doctype",
108 "name": "Shipping Rule",
109 "description": _("Rules for adding shipping costs."),
110 },
111
112 ]
113 },
114 {
Prateeksha Singh9d4a1832019-02-11 15:14:50 +0530115 "label": _("Settings"),
Prateeksha Singh063af4e2019-02-06 17:02:41 +0530116 "icon": "fa fa-cog",
117 "items": [
118 {
119 "type": "doctype",
120 "name": "Selling Settings",
121 "description": _("Default settings for selling transactions."),
Prateeksha Singh8aa45942019-03-04 14:00:02 +0530122 "settings": 1,
Prateeksha Singh063af4e2019-02-06 17:02:41 +0530123 },
124 {
125 "type": "doctype",
Prateeksha Singh063af4e2019-02-06 17:02:41 +0530126 "name":"Terms and Conditions",
127 "label": _("Terms and Conditions Template"),
Prateeksha Singh34234072019-02-07 09:18:24 +0530128 "description": _("Template of terms or contract."),
129 "onboard": 1,
Prateeksha Singh063af4e2019-02-06 17:02:41 +0530130 },
131 {
132 "type": "doctype",
133 "name": "Sales Taxes and Charges Template",
Prateeksha Singh34234072019-02-07 09:18:24 +0530134 "description": _("Tax template for selling transactions."),
135 "onboard": 1,
Prateeksha Singh063af4e2019-02-06 17:02:41 +0530136 },
137 {
138 "type": "doctype",
139 "name": "Lead Source",
140 "description": _("Track Leads by Lead Source.")
Rushabh Mehtad1e1c522016-03-08 18:06:21 +0530141 },
142 {
Saurabh52ec0ed2016-07-05 18:02:38 +0530143 "type": "doctype",
Rushabh Mehtad1e1c522016-03-08 18:06:21 +0530144 "label": _("Customer Group"),
Saurabh52ec0ed2016-07-05 18:02:38 +0530145 "name": "Customer Group",
Rushabh Mehta2167ff52016-12-07 11:08:48 +0530146 "icon": "fa fa-sitemap",
Saurabh17022732016-06-21 13:19:17 +0530147 "link": "Tree/Customer Group",
Rushabh Mehtad1e1c522016-03-08 18:06:21 +0530148 "description": _("Manage Customer Group Tree."),
Rushabh Mehtad1e1c522016-03-08 18:06:21 +0530149 },
Anand Doshi08ef4672014-05-08 11:43:18 +0530150 {
151 "type": "doctype",
152 "name": "Contact",
153 "description": _("All Contacts."),
154 },
155 {
156 "type": "doctype",
157 "name": "Address",
158 "description": _("All Addresses."),
159 },
Rushabh Mehtad1e1c522016-03-08 18:06:21 +0530160 {
Saurabh52ec0ed2016-07-05 18:02:38 +0530161 "type": "doctype",
Anand Doshi08ef4672014-05-08 11:43:18 +0530162 "label": _("Territory"),
Saurabh52ec0ed2016-07-05 18:02:38 +0530163 "name": "Territory",
Rushabh Mehta2167ff52016-12-07 11:08:48 +0530164 "icon": "fa fa-sitemap",
Saurabh17022732016-06-21 13:19:17 +0530165 "link": "Tree/Territory",
Anand Doshi08ef4672014-05-08 11:43:18 +0530166 "description": _("Manage Territory Tree."),
Anand Doshi08ef4672014-05-08 11:43:18 +0530167 },
Prateeksha Singh34234072019-02-07 09:18:24 +0530168 {
169 "type": "doctype",
170 "name": "Campaign",
171 "description": _("Sales campaigns."),
172 },
Anand Doshi08ef4672014-05-08 11:43:18 +0530173 ]
174 },
175 {
Prateeksha Singh34234072019-02-07 09:18:24 +0530176 "label": _("Key Reports"),
Rushabh Mehta2167ff52016-12-07 11:08:48 +0530177 "icon": "fa fa-table",
Anand Doshi08ef4672014-05-08 11:43:18 +0530178 "items": [
179 {
Deepesh Garg67142142018-11-12 16:15:54 +0530180 "type": "report",
181 "is_query_report": True,
182 "name": "Sales Analytics",
Prateeksha Singh063af4e2019-02-06 17:02:41 +0530183 "doctype": "Sales Order",
184 "onboard": 1,
Anand Doshi08ef4672014-05-08 11:43:18 +0530185 },
186 {
187 "type": "page",
188 "name": "sales-funnel",
189 "label": _("Sales Funnel"),
Rushabh Mehta2167ff52016-12-07 11:08:48 +0530190 "icon": "fa fa-bar-chart",
Prateeksha Singh063af4e2019-02-06 17:02:41 +0530191 "onboard": 1,
Anand Doshi08ef4672014-05-08 11:43:18 +0530192 },
193 {
194 "type": "report",
195 "is_query_report": True,
196 "name": "Customer Acquisition and Loyalty",
197 "doctype": "Customer",
Rushabh Mehta2167ff52016-12-07 11:08:48 +0530198 "icon": "fa fa-bar-chart",
Anand Doshi08ef4672014-05-08 11:43:18 +0530199 },
Rushabh Mehtad1e1c522016-03-08 18:06:21 +0530200 {
201 "type": "report",
202 "is_query_report": True,
Prateeksha Singh34234072019-02-07 09:18:24 +0530203 "name": "Inactive Customers",
204 "doctype": "Sales Order"
205 },
206 {
207 "type": "report",
208 "is_query_report": True,
209 "name": "Ordered Items To Be Delivered",
210 "doctype": "Sales Order"
211 },
212 {
213 "type": "report",
214 "is_query_report": True,
215 "name": "Sales Person-wise Transaction Summary",
216 "doctype": "Sales Order"
217 },
218 {
219 "type": "report",
220 "is_query_report": True,
221 "name": "Item-wise Sales History",
222 "doctype": "Item"
223 },
224 {
225 "type": "report",
226 "is_query_report": True,
Rushabh Mehtad1e1c522016-03-08 18:06:21 +0530227 "name": "Quotation Trends",
228 "doctype": "Quotation"
229 },
230 {
231 "type": "report",
232 "is_query_report": True,
233 "name": "Sales Order Trends",
234 "doctype": "Sales Order"
235 },
Anand Doshi08ef4672014-05-08 11:43:18 +0530236 ]
237 },
238 {
Rushabh Mehtad1e1c522016-03-08 18:06:21 +0530239 "label": _("Other Reports"),
Rushabh Mehta2167ff52016-12-07 11:08:48 +0530240 "icon": "fa fa-list",
Anand Doshi08ef4672014-05-08 11:43:18 +0530241 "items": [
242 {
243 "type": "report",
244 "is_query_report": True,
245 "name": "Lead Details",
246 "doctype": "Lead"
247 },
248 {
249 "type": "report",
250 "is_query_report": True,
Shreya Shah51034542018-06-05 10:44:36 +0530251 "name": "Address And Contacts",
ahmadRagheb9017f372017-06-07 17:38:39 +0300252 "label": _("Customer Addresses And Contacts"),
mbauskarcbc49e22017-01-19 17:45:22 +0530253 "doctype": "Address",
254 "route_options": {
255 "party_type": "Customer"
256 }
Anand Doshi08ef4672014-05-08 11:43:18 +0530257 },
258 {
259 "type": "report",
260 "is_query_report": True,
Rushabh Mehtab45a6bc2015-06-17 01:54:56 +0530261 "name": "BOM Search",
262 "doctype": "BOM"
263 },
264 {
265 "type": "report",
266 "is_query_report": True,
Anand Doshi08ef4672014-05-08 11:43:18 +0530267 "name": "Available Stock for Packing Items",
268 "doctype": "Item",
269 },
270 {
271 "type": "report",
272 "is_query_report": True,
273 "name": "Pending SO Items For Purchase Request",
274 "doctype": "Sales Order"
275 },
Nabin Hait7dbcee82014-10-30 15:49:17 +0530276 {
277 "type": "report",
278 "is_query_report": True,
279 "name": "Customer Credit Balance",
280 "doctype": "Customer"
281 },
Nabin Hait19ce9042018-05-21 11:07:04 +0530282 {
283 "type": "report",
284 "is_query_report": True,
285 "name": "Customers Without Any Sales Transactions",
286 "doctype": "Customer"
287 },
Anand Doshi08ef4672014-05-08 11:43:18 +0530288 ]
289 },
Rushabh Mehta67712402015-05-25 18:30:53 +0530290 {
291 "label": _("Help"),
292 "items": [
293 {
294 "type": "help",
295 "label": _("Customer and Supplier"),
296 "youtube_id": "anoGi_RpQ20"
297 },
Sambhaji Kolatefd539912015-10-27 17:01:27 +0530298 {
299 "type": "help",
300 "label": _("Sales Order to Payment"),
301 "youtube_id": "7AMq4lqkN4A"
302 },
303 {
304 "type": "help",
305 "label": _("Point-of-Sale"),
306 "youtube_id": "4WkelWkbP_c"
307 },
Rushabh Mehta67712402015-05-25 18:30:53 +0530308 ]
309 },
Anand Doshi08ef4672014-05-08 11:43:18 +0530310 ]