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fix(UX): misc "home" onboarding improvements (backport #35319) #35321

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merged 1 commit into from
May 16, 2023
Merged

fix(UX): misc "home" onboarding improvements (backport #35319) #35321

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19 changes: 5 additions & 14 deletions erpnext/setup/module_onboarding/home/home.json
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Expand Up @@ -22,24 +22,18 @@
"creation": "2021-11-22 12:19:15.888642",
"docstatus": 0,
"doctype": "Module Onboarding",
"documentation_url": "https://docs.erpnext.com/docs/v13/user/manual/en/setting-up/company-setup",
"documentation_url": "https://docs.erpnext.com/docs/v14/user/manual/en/setting-up/company-setup",
"idx": 0,
"is_complete": 0,
"modified": "2022-06-07 14:31:00.575193",
"modified": "2023-05-16 13:13:24.043792",
"modified_by": "Administrator",
"module": "Setup",
"name": "Home",
"owner": "Administrator",
"steps": [
{
"step": "Company Set Up"
},
{
"step": "Navigation Help"
},
{
"step": "Data import"
},
{
"step": "Create an Item"
},
Expand All @@ -51,12 +45,9 @@
},
{
"step": "Create a Quotation"
},
{
"step": "Letterhead"
}
],
"subtitle": "Company, Item, Customer, Supplier, Navigation Help, Data Import, Letter Head, Quotation",
"success_message": "Masters are all set up!",
"title": "Let's Set Up Some Masters"
"subtitle": "Item, Customer, Supplier, Navigation Help and Quotation",
"success_message": "You're ready to start your journey with ERPNext",
"title": "Let's begin your journey with ERPNext"
}
4 changes: 2 additions & 2 deletions erpnext/setup/onboarding_step/company_set_up/company_set_up.json
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"description": "# Set Up a Company\n\nA company is a legal entity for which you will set up your books of account and create accounting transactions. In ERPNext, you can create multiple companies, and establish relationships (group/subsidiary) among them.\n\nWithin the company master, you can capture various default accounts for that Company and set crucial settings related to the accounting methodology followed for a company.\n",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"idx": 1,
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2021-12-15 14:22:18.317423",
"modified": "2023-05-15 09:18:42.895537",
"modified_by": "Administrator",
"name": "Company Set Up",
"owner": "Administrator",
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6 changes: 3 additions & 3 deletions erpnext/setup/onboarding_step/create_a_customer/create_a_customer.json
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"description": "# Create a Customer\n\nThe Customer master is at the heart of your sales transactions. Customers are linked in Quotations, Sales Orders, Invoices, and Payments. Customers can be either numbered or identified by name (you would typically do this based on the number of customers you have).\n\nThrough Customer\u2019s master, you can effectively track essentials like:\n - Customer\u2019s multiple address and contacts\n - Account Receivables\n - Credit Limit and Credit Period\n",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"idx": 1,
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2021-12-15 14:20:31.197564",
"modified": "2023-05-16 12:54:54.112364",
"modified_by": "Administrator",
"name": "Create a Customer",
"owner": "Administrator",
"reference_document": "Customer",
"show_form_tour": 0,
"show_full_form": 0,
"title": "Manage Customers",
"title": "Create a Customer",
"validate_action": 1
}
4 changes: 2 additions & 2 deletions erpnext/setup/onboarding_step/create_a_quotation/create_a_quotation.json
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"description": "# Create a Quotation\n\nLet\u2019s get started with business transactions by creating your first Quotation. You can create a Quotation for an existing customer or a prospect. It will be an approved document, with items you sell and the proposed price + taxes applied. After completing the instructions, you will get a Quotation in a ready to share print format.",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"idx": 1,
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2021-12-15 14:21:31.675330",
"modified": "2023-05-15 09:18:42.984170",
"modified_by": "Administrator",
"name": "Create a Quotation",
"owner": "Administrator",
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6 changes: 3 additions & 3 deletions erpnext/setup/onboarding_step/create_a_supplier/create_a_supplier.json
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"description": "# Create a Supplier\n\nAlso known as Vendor, is a master at the center of your purchase transactions. Suppliers are linked in Request for Quotation, Purchase Orders, Receipts, and Payments. Suppliers can be either numbered or identified by name.\n\nThrough Supplier\u2019s master, you can effectively track essentials like:\n - Supplier\u2019s multiple address and contacts\n - Account Receivables\n - Credit Limit and Credit Period\n",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"idx": 1,
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2021-12-15 14:21:23.518301",
"modified": "2023-05-16 12:55:08.610113",
"modified_by": "Administrator",
"name": "Create a Supplier",
"owner": "Administrator",
"reference_document": "Supplier",
"show_form_tour": 0,
"show_full_form": 0,
"title": "Manage Suppliers",
"title": "Create a Supplier",
"validate_action": 1
}
8 changes: 4 additions & 4 deletions erpnext/setup/onboarding_step/create_an_item/create_an_item.json
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Expand Up @@ -6,18 +6,18 @@
"docstatus": 0,
"doctype": "Onboarding Step",
"form_tour": "Item General",
"idx": 0,
"idx": 1,
"intro_video_url": "",
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2021-12-15 14:19:56.297772",
"modified": "2023-05-16 12:56:40.355878",
"modified_by": "Administrator",
"name": "Create an Item",
"owner": "Administrator",
"reference_document": "Item",
"show_form_tour": 1,
"show_full_form": 1,
"title": "Manage Items",
"show_full_form": 0,
"title": "Create an Item",
"validate_action": 1
}
4 changes: 2 additions & 2 deletions erpnext/setup/onboarding_step/data_import/data_import.json
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"description": "# Import Data from Spreadsheet\n\nIn ERPNext, you can easily migrate your historical data using spreadsheets. You can use it for migrating not just masters (like Customer, Supplier, Items), but also for transactions like (outstanding invoices, opening stock and accounting entries, etc).",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"idx": 1,
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2022-06-07 14:28:51.390813",
"modified": "2023-05-15 09:18:42.962231",
"modified_by": "Administrator",
"name": "Data import",
"owner": "Administrator",
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4 changes: 2 additions & 2 deletions erpnext/setup/onboarding_step/letterhead/letterhead.json
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"description": "# Create a Letter Head\n\nA Letter Head contains your organization's name, logo, address, etc which appears at the header and footer portion in documents. You can learn more about Setting up Letter Head in ERPNext here.\n",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"idx": 1,
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2021-12-15 14:21:39.037742",
"modified": "2023-05-15 09:18:42.995184",
"modified_by": "Administrator",
"name": "Letterhead",
"owner": "Administrator",
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6 changes: 3 additions & 3 deletions erpnext/setup/onboarding_step/navigation_help/navigation_help.json
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Expand Up @@ -2,14 +2,14 @@
"action": "Watch Video",
"action_label": "Learn about Navigation options",
"creation": "2021-11-22 12:09:52.233872",
"description": "# Navigation in ERPNext\n\nEase of navigating and browsing around the ERPNext is one of our core strengths. In the following video, you will learn how to reach a specific feature in ERPNext via module page or awesome bar\u2019s shortcut.\n",
"description": "# Navigation in ERPNext\n\nEase of navigating and browsing around the ERPNext is one of our core strengths. In the following video, you will learn how to reach a specific feature in ERPNext via module page or AwesomeBar.",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"idx": 1,
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2022-06-07 14:28:00.901082",
"modified": "2023-05-16 12:53:25.939908",
"modified_by": "Administrator",
"name": "Navigation Help",
"owner": "Administrator",
Expand Down