diff --git a/erpnext/setup/setup_wizard/sample_data.py b/erpnext/setup/setup_wizard/sample_data.py index 40b4f2e55cb..cfc6726d1ca 100644 --- a/erpnext/setup/setup_wizard/sample_data.py +++ b/erpnext/setup/setup_wizard/sample_data.py @@ -105,46 +105,34 @@ def make_projects(domain): if domain == 'Education': tasks += [ { - "title": _("Setup Master Data"), + "title": _("Setup your School in ERPNext"), "start_date": current_date, "end_date": frappe.utils.add_days(current_date, 1), "file": "school_masters.md" }, { - "title": _("Manage Operations"), + "title": "Setup Master Data", "start_date": current_date, - "end_date": frappe.utils.add_days(current_date, 2), - "file": "school_operations.md" - }, - { - "title": _("Import Data"), - "start_date": current_date, - "end_date": frappe.utils.add_days(current_date, 3), - "file": "school_import_data.md" - }, - { - "title": "Go Live!", - "start_date": current_date, - "end_date": frappe.utils.add_days(current_date, 4), - "file": "school_go_live.md" + "end_date": frappe.utils.add_days(current_date, 1), + "file": "school_masters.md" }] else: tasks += [ { - "title": "Setup Master Data", + "title": "Setup Your Company", "start_date": current_date, "end_date": frappe.utils.add_days(current_date, 1), "file": "masters.md" }, { - "title": "Try a Sales Cycle", + "title": "Start Tracking your Sales", "start_date": current_date, "end_date": frappe.utils.add_days(current_date, 2), "file": "sales.md" }, { - "title": "Try a Purchase Cycle", + "title": "Start Managing Purchases", "start_date": current_date, "end_date": frappe.utils.add_days(current_date, 3), "file": "purchase.md" @@ -177,6 +165,10 @@ def import_email_alert(): email_alert = frappe.get_doc(json.loads(f.read())[0]) email_alert.insert() + # trigger the first message! + from frappe.email.doctype.email_alert.email_alert import trigger_daily_alerts + trigger_daily_alerts() + def test_sample(): frappe.db.sql('delete from `tabEmail Alert`') frappe.db.sql('delete from tabProject') diff --git a/erpnext/setup/setup_wizard/tasks/explore.md b/erpnext/setup/setup_wizard/tasks/explore.md index eebde47dd9e..ce6cb606731 100644 --- a/erpnext/setup/setup_wizard/tasks/explore.md +++ b/erpnext/setup/setup_wizard/tasks/explore.md @@ -2,13 +2,6 @@ Thanks for checking this out! ❀️ If you are evaluating an ERP system for the first time, this is going to be quite a task! But don't worry, ERPNext is awesome. -First, let's just get familiar with the surroundings. ERPNext covers a *lot of features*, go to the home page and click on the "Explore" icon. Click on all the modules, and make a list of things you want to do. +First, get familiar with the surroundings. ERPNext covers a *lot of features*, go to the home page and click on the "Explore" icon. -Whats more, you can also update it here: - -Things I like to do in ERPNext - -πŸ‘‡πŸ‘‡πŸ‘‡πŸ‘‡ - -1. -2. \ No newline at end of file +All the best! \ No newline at end of file diff --git a/erpnext/setup/setup_wizard/tasks/go_live.md b/erpnext/setup/setup_wizard/tasks/go_live.md index 4e5c1d4ceb4..0a934a436fe 100644 --- a/erpnext/setup/setup_wizard/tasks/go_live.md +++ b/erpnext/setup/setup_wizard/tasks/go_live.md @@ -1,21 +1,18 @@ -Ready to go live with ERPNext? +Ready to go live with ERPNext? 🏁🏁🏁 -So lets be clear, - -1. You tried a few cycles in ERPNext -2. You have imported all your records - your model of your organization is complete. -3. You can see the Matrix πŸ™… - -Now lets bring the current "state" of your business into ERPNext. For this you need to do a few more things. - -Warning: This might be tricky, and you can always do this later and you might need the help of your accountant to help you with this. +Here are the steps: 1. Sync up your **Chart of Accounts** 3. Add your opening stock using **Stock Reconciliation** 4. Add your open invoices (both sales and purchase) 3. Add your opening account balances by making a **Journal Entry** -You are now set to go! 🏁 😎 - If you need help for going live, sign up for an account at erpnext.com or find a partner to help you with this. +Or you can watch these videos πŸ“Ί: + +Setup your chart of accounts: https://www.youtube.com/watch?v=AcfMCT7wLLo + +Add Open Stock: https://www.youtube.com/watch?v=nlHX0ZZ84Lw + +Add Opening Balances: https://www.youtube.com/watch?v=nlHX0ZZ84Lw diff --git a/erpnext/setup/setup_wizard/tasks/import_data.md b/erpnext/setup/setup_wizard/tasks/import_data.md index b5ad91e55dc..c5b85c9673e 100644 --- a/erpnext/setup/setup_wizard/tasks/import_data.md +++ b/erpnext/setup/setup_wizard/tasks/import_data.md @@ -1,8 +1,5 @@ -Ready for some real stuff? πŸ’ͺ Lets import some data! +Lets import some data! πŸ’ͺπŸ’ͺ -If you are already running a business, you most likely have your Items, Customers or Suppliers in some spreadsheet file somewhere. - -You can quickly get them into ERPNext by using the data import tool. Just type "data import" in the search bar to get started πŸ”Ž - -If you need help, just head to the user forum https://discuss.erpnext.com +If you are already running a business, you most likely have your Items, Customers or Suppliers in some spreadsheet file somewhere, import it into ERPNext with the Data Import Tool. +Watch this video to get started: https://www.youtube.com/watch?v=Ta2Xx3QoK3E diff --git a/erpnext/setup/setup_wizard/tasks/masters.md b/erpnext/setup/setup_wizard/tasks/masters.md index 2e286deec8f..6ade15907c2 100644 --- a/erpnext/setup/setup_wizard/tasks/masters.md +++ b/erpnext/setup/setup_wizard/tasks/masters.md @@ -1,14 +1,7 @@ -πŸ’‘Tip: Your ERPNext account is a model of your real business 🏠 +Start building a model of your business in ERPNext by adding your Items and Customers. -So what does a business exactly do? +These videos πŸ“Ί will help you get started: -**You sell products (or services) to a customer** +Adding Customers and Suppliers: https://www.youtube.com/watch?v=zsrrVDk6VBs -To start building a model of your business, you can start with just 2 things: - -1. Customers -2. Items - -Start adding them now! - -Hint: type "Item" in the search bar above πŸ”Ž \ No newline at end of file +Adding Items and Prices: https://www.youtube.com/watch?v=FcOsV-e8ymE \ No newline at end of file diff --git a/erpnext/setup/setup_wizard/tasks/purchase.md b/erpnext/setup/setup_wizard/tasks/purchase.md index 491248d8168..3f3bc3b274d 100644 --- a/erpnext/setup/setup_wizard/tasks/purchase.md +++ b/erpnext/setup/setup_wizard/tasks/purchase.md @@ -1,13 +1,10 @@ -Already figured out sales? Nice, now lets get to purchasing stuff. +How to manage your purchasing in ERPNext πŸ›’πŸ›’πŸ›’: -1. First add a few **Suppliers** -2. Find out what you need by making **Material Requests**. Think of them as stickies πŸ—’ on your refrigerator. +1. Add a few **Suppliers** +2. Find out what you need by making **Material Requests**. 3. Now start placing orders via **Purchase Order**. 4. When your suppliers deliver, make **Purchase Receipts** -Thats it! - -If you track inventory on your items, they will automatically be added to your stock. - Now never run out of stock again! 😎 +Watch this video πŸ“Ί to get an overview: https://www.youtube.com/watch?v=4TN9kPyfIqM \ No newline at end of file diff --git a/erpnext/setup/setup_wizard/tasks/sales.md b/erpnext/setup/setup_wizard/tasks/sales.md index 960a988d907..15268fa968a 100644 --- a/erpnext/setup/setup_wizard/tasks/sales.md +++ b/erpnext/setup/setup_wizard/tasks/sales.md @@ -1,17 +1,8 @@ -ERPNext covers most of what you need to start selling. πŸ”” +Start managing your sales with ERPNext πŸ””πŸ””πŸ””: -Few terms to get familiar with: +1. Add potential business contacts as **Leads** +2. Udpate your deals in pipeline in **Opportunities** +3. Send proposals to your leads or customers with **Quotations** +4. Track confirmed orders with **Sales Orders** -1. Potential customers are **Leads** -2. Deals in pipeline are **Opportunities** -3. Proposals sent to customers are **Quotations** -4. Confirmed orders are **Sales Orders** -5. Fulfilment (shipment or completion of services) is **Delivery Note** - -The first thing you should probably do is add 5 leads (contact information about prospects who can give you new business). Hint: just type "Lead" in the search bar on the top πŸ”Ž - -Find out if they have any need you can help with and make a few "Opportunities" - -Then send them proposals with "Quotation". Did you know, you can email them directly from ERPNext! 😎 - -See your sales go up up up! πŸ“ˆ \ No newline at end of file +Watch this video πŸ“Ί to get an overview: https://www.youtube.com/watch?v=o9XCSZHJfpA diff --git a/erpnext/setup/setup_wizard/tasks/school_go_live.md b/erpnext/setup/setup_wizard/tasks/school_go_live.md deleted file mode 100644 index e4705074bc8..00000000000 --- a/erpnext/setup/setup_wizard/tasks/school_go_live.md +++ /dev/null @@ -1,20 +0,0 @@ -Ready to go live with ERPNext? - -So lets be clear, - -1. You tried a doing a few things in ERPNext -2. You have imported all your records - your model of your school is complete. -3. You can see the Matrix πŸ™… - -Now lets bring the current "state" of your institute into ERPNext -> This includes the standard organization stuff like accounts and inventory management. For this you need to do a few more things. - -Warning: This might be tricky, and you can always do this later and you might need the help of your accountant to help you with this. - -1. Sync up your **Chart of Accounts** -3. Add your opening stock using **Stock Reconciliation** -3. Add your opening account balances by making a **Journal Entry** - -You are now set to go! 🏁 😎 - -If you need help for going live, sign up for an account at erpnext.com or find a partner to help you with this. - diff --git a/erpnext/setup/setup_wizard/tasks/school_import_data.md b/erpnext/setup/setup_wizard/tasks/school_import_data.md index 9074e9a9570..c465b812c8b 100644 --- a/erpnext/setup/setup_wizard/tasks/school_import_data.md +++ b/erpnext/setup/setup_wizard/tasks/school_import_data.md @@ -1,8 +1,5 @@ -Ready for some real stuff? πŸ’ͺ Lets import some data! +Lets import some data! πŸ’ͺπŸ’ͺ -If you are already running a school, you most likely have your Students in some spreadsheet file somewhere. - -You can quickly get them into ERPNext by using the data import tool. Just type "data import" in the search bar to get started πŸ”Ž - -If you need help, just head to the user forum https://discuss.erpnext.com +If you are already running a school, you most likely have your Students in some spreadsheet file somewhere. Import it into ERPNext with the Data Import Tool. +Watch this video to get started: https://www.youtube.com/watch?v=Ta2Xx3QoK3E \ No newline at end of file diff --git a/erpnext/setup/setup_wizard/tasks/school_masters.md b/erpnext/setup/setup_wizard/tasks/school_masters.md index 2e072d1c10b..91039352b02 100644 --- a/erpnext/setup/setup_wizard/tasks/school_masters.md +++ b/erpnext/setup/setup_wizard/tasks/school_masters.md @@ -1,6 +1,4 @@ -πŸ’‘Tip: Your ERPNext account is a model of your school or college 🏠 - -Lets start making things in ERPNext that are reprentative of your institution. +Lets start making things in ERPNext that are representative of your institution. 1. Make a list of **Programs** that you offer 1. Add a few **Courses** that your programs cover @@ -8,4 +6,4 @@ Lets start making things in ERPNext that are reprentative of your institution. 1. Start adding **Students** 1. Group your students into **Batches** -Now you are ready to run your school. Start by tracking attendance! πŸ– +Watch this video to learn more about ERPNext Schools: https://www.youtube.com/watch?v=f6foQOyGzdA diff --git a/erpnext/setup/setup_wizard/tasks/school_operations.md b/erpnext/setup/setup_wizard/tasks/school_operations.md deleted file mode 100644 index 6b49cd21cbe..00000000000 --- a/erpnext/setup/setup_wizard/tasks/school_operations.md +++ /dev/null @@ -1,11 +0,0 @@ -ERPNext will help you manage your day-to-day operations πŸ“ - -1. Admissions -1. Attendance -1. Assessments -1. Fee collection -1. Time Table and scheduling - -Unless you have a dedicated team to set this up for you, we recommend using student attendance first! For that you need to create Student Batches and Student Groups. What is the difference? - -If all your students in a group have the same set of classes (like in a primary school) then you make batches. If your student in a particular program can select their courses, you need to create a Student Group for each course! πŸ‘©β€πŸ‘©β€πŸ‘§β€πŸ‘§πŸ‘¨β€πŸ‘¨β€πŸ‘§β€πŸ‘¦ \ No newline at end of file diff --git a/erpnext/setup/setup_wizard/tasks/task_alert.json b/erpnext/setup/setup_wizard/tasks/task_alert.json index 9c8462a0a8e..dca68455ca5 100644 --- a/erpnext/setup/setup_wizard/tasks/task_alert.json +++ b/erpnext/setup/setup_wizard/tasks/task_alert.json @@ -1,28 +1,28 @@ [ { - "attach_print": 0, - "condition": "doc.status in ('Open', 'Overdue')", - "date_changed": "exp_end_date", - "days_in_advance": 0, - "docstatus": 0, - "doctype": "Email Alert", - "document_type": "Task", - "enabled": 1, - "event": "Days After", - "is_standard": 0, - "message": "

Task due today:

\n\n
\n{{ doc.description }}\n
\n\n
\n

\nThis is a notification for a task that is due today, and a sample Email Alert. In ERPNext you can setup email alerts on anything, Invoices, Orders, Leads, Opportunities, so you never miss a thing.\n

", - "method": null, - "modified": "2017-03-09 07:34:58.168370", - "module": null, - "name": "Task Due Alert", + "attach_print": 0, + "condition": "doc.status in ('Open', 'Overdue')", + "date_changed": "exp_end_date", + "days_in_advance": 0, + "docstatus": 0, + "doctype": "Email Alert", + "document_type": "Task", + "enabled": 1, + "event": "Days After", + "is_standard": 0, + "message": "

Task due today:

\n\n
\n{{ doc.description }}\n
\n\n
\n

\nThis is a notification for a task that is due today, and a sample Email Alert. In ERPNext you can setup email alerts on anything, Invoices, Orders, Leads, Opportunities, so you never miss a thing.\n
To edit this, and setup other alerts, just type Email Alert in the search bar.

", + "method": null, + "modified": "2017-03-09 07:34:58.168370", + "module": null, + "name": "Task Due Alert", "recipients": [ { - "cc": null, - "condition": null, + "cc": null, + "condition": null, "email_by_document_field": "owner" } - ], - "subject": "{{ doc.subject }}", + ], + "subject": "{{ doc.subject }}", "value_changed": null } ] \ No newline at end of file