From 0d823c054a93f7a39fa2e282e51736d8ee8d029b Mon Sep 17 00:00:00 2001 From: "Vir (Open ERP)" Date: Mon, 19 Jul 2010 15:19:06 +0530 Subject: [PATCH] [ADD] sales manus : Help added on Sales menu items.when user click first time, he can see help, what is the purpose of that menu bzr revid: vir@tinyerp.com-20100719094906-1m4n1g7hqkvbzil3 --- addons/crm/crm_lead_menu.xml | 1 + addons/crm/crm_meeting_menu.xml | 1 + addons/crm/crm_opportunity_menu.xml | 2 ++ addons/crm/crm_phonecall_menu.xml | 5 +++- addons/crm/report/crm_lead_report_view.xml | 4 ++- .../crm/report/crm_phonecall_report_view.xml | 1 + addons/crm_claim/crm_claim_menu.xml | 1 + .../crm_fundraising/crm_fundraising_menu.xml | 1 + .../report/crm_fundraising_report_view.xml | 4 +-- addons/crm_helpdesk/crm_helpdesk_menu.xml | 1 + .../report/crm_helpdesk_report_view.xml | 1 + addons/document/document_view.xml | 2 ++ addons/product/product_view.xml | 4 ++- addons/sale/report/sale_report_view.xml | 2 ++ addons/sale/sale_view.xml | 2 ++ addons/wiki_sale_faq/wiki_sale_faq_view.xml | 29 ++++++++++--------- 16 files changed, 43 insertions(+), 18 deletions(-) diff --git a/addons/crm/crm_lead_menu.xml b/addons/crm/crm_lead_menu.xml index 6edce727647..0bb854fea17 100644 --- a/addons/crm/crm_lead_menu.xml +++ b/addons/crm/crm_lead_menu.xml @@ -11,6 +11,7 @@ {"search_default_user_id":uid,'search_default_current':1} {'search_default_current':1, 'default_type': 'lead'} + A lead is a first, unqualified, contact with a new prospect. Use leads when you import a database of prospects or integrate your website's contact form with OpenERP. After having been qualified, the lead can be converted to a partner and a business opportunity for a further detailed tracking of the related activities. diff --git a/addons/crm/crm_meeting_menu.xml b/addons/crm/crm_meeting_menu.xml index 027ebed0a7a..3d8c92b44f1 100644 --- a/addons/crm/crm_meeting_menu.xml +++ b/addons/crm/crm_meeting_menu.xml @@ -52,6 +52,7 @@ {"search_default_user_id":uid} + The calendar of meetings is shared between sales teams and fully integrated with the others applications like the employee holidays. You can also synchronize meetings with your mobile phone using the caldav interface. diff --git a/addons/crm/crm_opportunity_menu.xml b/addons/crm/crm_opportunity_menu.xml index 60ade626071..27d25e34ef9 100644 --- a/addons/crm/crm_opportunity_menu.xml +++ b/addons/crm/crm_opportunity_menu.xml @@ -30,6 +30,8 @@ {'search_default_user_id':uid,'search_default_current':1, 'default_type': 'opportunity'} + Opportunities allows you to track your best deals pipeline: history of the communication, expected revenues, stage of each opportunity, excepted closings, etc. Opportunities are usually connected with the email gateway: new emails may create opportunities and each opportunity automatically gets the history of the conversation with the customer. + Your teams will be able to plan meeting and phonecalls from opportunities, to convert opportunities into quotations, to manage documents related to the opportunity, to track all activities related to this customer, etc. diff --git a/addons/crm/crm_phonecall_menu.xml b/addons/crm/crm_phonecall_menu.xml index 9beb4f4c0c4..481e92ec134 100644 --- a/addons/crm/crm_phonecall_menu.xml +++ b/addons/crm/crm_phonecall_menu.xml @@ -12,7 +12,7 @@ domain="[('partner_id', '=', active_id)]" groups="base.group_extended" /> - + + Trace easily all your Inbound calls. The Inbound menu open a search view in editable mode, so you can easily modify or add a new call record. With the actions buttons convert a lead into an opportunity or plan a meeting. + @@ -105,6 +107,7 @@ + The Outbound menu open a search view in editable mode, so you can easily modify or plan a new call. Actions buttons allows you to to make you call status evolved for a better follow up of your planned calls. During calls, convert your lead into an opportunity, plan a meeting or canceled it. diff --git a/addons/crm/report/crm_lead_report_view.xml b/addons/crm/report/crm_lead_report_view.xml index 150ae5d3849..30e01c2c713 100644 --- a/addons/crm/report/crm_lead_report_view.xml +++ b/addons/crm/report/crm_lead_report_view.xml @@ -59,7 +59,7 @@ - + @@ -188,6 +188,7 @@ {'search_default_lead':1, "search_default_user":1,"search_default_this_month":1,'group_by_no_leaf':1,'group_by':[]} tree,graph [('type', '=', 'lead')] + Leads Analysis allows you to consult different informations relative to CRM. Check for treatments delays, number of responses given and emails send. You can sort out your leads analysis on different groups to get fine grained analysis. @@ -211,6 +212,7 @@ {"search_default_opportunity": 1, "search_default_user":1,"search_default_this_month":1,'group_by_no_leaf':1,'group_by':[]} tree,graph [('type', '=', 'opportunity')] + Opportunities Analysis menu gives you an instant access to your opportunities like expected revenue, planned cost, overpassed deadline or the number of exchanges by opportunity. diff --git a/addons/crm/report/crm_phonecall_report_view.xml b/addons/crm/report/crm_phonecall_report_view.xml index 5e809d16472..004c5a4931d 100644 --- a/addons/crm/report/crm_phonecall_report_view.xml +++ b/addons/crm/report/crm_phonecall_report_view.xml @@ -171,6 +171,7 @@ {"search_default_User":1,"search_default_This Month":1,'group_by_no_leaf':1,'group_by':[]} + Get an anlysis of Phone Calls number and delay to close, stage, user suits to different groups for a global or a fine grained analysis. diff --git a/addons/crm_claim/crm_claim_menu.xml b/addons/crm_claim/crm_claim_menu.xml index 14754ff7857..3e853936541 100644 --- a/addons/crm_claim/crm_claim_menu.xml +++ b/addons/crm_claim/crm_claim_menu.xml @@ -16,6 +16,7 @@ {"search_default_section_id":section_id,"search_default_current":1,"search_default_user_id":uid} + Record and trace your customers' claims here. A claim is defined by a client name, several types, a status and a priority level. A claim can also be a preventive or repairing action. A claim can be linked to a reference like a sales order, or a lot. You can send emails with attachments and get the history of the claim treatment (emails send, interventions type, etc.). diff --git a/addons/crm_fundraising/crm_fundraising_menu.xml b/addons/crm_fundraising/crm_fundraising_menu.xml index 440f1cd29b8..3c97e662d30 100644 --- a/addons/crm_fundraising/crm_fundraising_menu.xml +++ b/addons/crm_fundraising/crm_fundraising_menu.xml @@ -15,6 +15,7 @@ {"search_default_user_id":uid,"search_default_current":1} + When you wish to support your organization or a campaign, trace here all your activities for collecting money. The menu open a search list where you can find funds description, email, history, probability of success. Several actions buttons allows you to easily modify your different fund status. diff --git a/addons/crm_fundraising/report/crm_fundraising_report_view.xml b/addons/crm_fundraising/report/crm_fundraising_report_view.xml index 8bf5a993925..c3528accd58 100644 --- a/addons/crm_fundraising/report/crm_fundraising_report_view.xml +++ b/addons/crm_fundraising/report/crm_fundraising_report_view.xml @@ -181,10 +181,10 @@ {"search_default_User":1,"search_default_This Month":1,'group_by_no_leaf':1,'group_by':[]} + With Fund Raising get at a glance a view to your fund raising campaigns with the estimated revenue, average probability and delay to close. - - + tree diff --git a/addons/crm_helpdesk/crm_helpdesk_menu.xml b/addons/crm_helpdesk/crm_helpdesk_menu.xml index 8ac1cb7df4b..30267e7b4f2 100644 --- a/addons/crm_helpdesk/crm_helpdesk_menu.xml +++ b/addons/crm_helpdesk/crm_helpdesk_menu.xml @@ -13,6 +13,7 @@ {"search_default_user_id":uid} + Alike records and processing of claims, Helpdesk and Support is a good tool to trace your interventions. This menu is more adapted to an oral communication, which is not necessarily related to a claim. Select a customer, add notes and categorize your interventions with a channel and a priority level. diff --git a/addons/crm_helpdesk/report/crm_helpdesk_report_view.xml b/addons/crm_helpdesk/report/crm_helpdesk_report_view.xml index 0ee5d565a08..0b5a2dda487 100644 --- a/addons/crm_helpdesk/report/crm_helpdesk_report_view.xml +++ b/addons/crm_helpdesk/report/crm_helpdesk_report_view.xml @@ -163,6 +163,7 @@ tree,graph + Helpdesk allows you to consult different informations relative to support demands. Check for treatments delays, number of responses given and emails send and costs. You can sort out your analysis on different groups to get fine grained analysis. diff --git a/addons/document/document_view.xml b/addons/document/document_view.xml index 1a5a4c8e1e3..dec99fab65b 100644 --- a/addons/document/document_view.xml +++ b/addons/document/document_view.xml @@ -317,6 +317,8 @@ ir.attachment Document form + + Documents give your access to all attached documents; it's a repository of all attached documents (mails, documents attached to a project, etc.) form + In OpenERP, a product is something you can buy and sell. It can be a raw material, a stockable product, a consumable or a service. The product form contains a detailed information on the products like procurement logistic, sales price, product category, suppliers, etc. @@ -250,6 +251,7 @@ [('parent_id','=',False)] tree + Products category opens a tree structure view of your products by category. form
- + diff --git a/addons/sale/report/sale_report_view.xml b/addons/sale/report/sale_report_view.xml index a4658bc3a1c..ec63f1079a1 100644 --- a/addons/sale/report/sale_report_view.xml +++ b/addons/sale/report/sale_report_view.xml @@ -124,6 +124,7 @@ {'search_default_month':1,'search_default_User':1,'group_by_no_leaf':1,'group_by':[]} + With Sales Analysis consult your sales total amount suits to different group criteria (salesman, partner, product, etc.) @@ -135,6 +136,7 @@ form tree,graph {'search_default_month':1, 'search_default_group_product':1, 'search_default_group_partner':1, 'search_default_done':1, 'search_default_out': 1, 'group_by':[], 'group_by_no_leaf':1} + Shipments Analysis opens a search views with all your shipments (in and out quantities), their total value, planned and actual dates. You can sort out your analysis on different groups to get fine grained analysis. diff --git a/addons/sale/sale_view.xml b/addons/sale/sale_view.xml index 008fc6be35e..ce39930f039 100644 --- a/addons/sale/sale_view.xml +++ b/addons/sale/sale_view.xml @@ -294,6 +294,7 @@ form tree,form,calendar,graph + The sale order manages the invoicing, the product fullfilment and the delivery processes. OpenERP can handle products, services and consumables so that a sale order can trigger tasks, manufacturing orders, purchases, etc. It support several invoicing methods according to your configuration: from the sale order, from the pickings, etc. @@ -500,6 +501,7 @@ {"search_default_uninvoiced":1} + Lines to invoice opens a search view with sales order and their status. diff --git a/addons/wiki_sale_faq/wiki_sale_faq_view.xml b/addons/wiki_sale_faq/wiki_sale_faq_view.xml index a97ba15db0e..f65e542aed9 100644 --- a/addons/wiki_sale_faq/wiki_sale_faq_view.xml +++ b/addons/wiki_sale_faq/wiki_sale_faq_view.xml @@ -8,20 +8,23 @@ parent="base.menu_base_partner"/> - ir.actions.act_window - ir.attachment - form - - + Documents + ir.actions.act_window + ir.attachment + form + + Documents give your access to all attached documents; it's a repository of all attached documents (mails, documents attached to a project, etc.) + - - Wiki Pages - wiki.wiki - form - tree,form - - - + + Wiki Pages + wiki.wiki + form + tree,form + + + FAQ is a wiki page used to share frequently ask questions. +