@adminide-stack/clock-tik-browser 12.0.22-alpha.0 → 12.0.22-alpha.2

package/lib/templates/content/docs/books/quotes.md

@@ -0,0 +1,152 @@
+---
+id: books-quotes
+title: Sales Quotes
+sidebar_label: Quotes
+---
+
+## Sales Quotes
+
+The **Quotes** module (`Books > Sales > Quotes`) lets you create and send professional sales quotes to your customers. Navigate to `/books/sales/quotes` to access it.
+
+![Quotes List](/static/img/books/quotes-list.png)
+
+---
+
+### Overview
+
+Quotes (also called estimates or proposals) are documents sent to potential customers outlining the products or services you offer, along with pricing and terms. Once accepted, a quote can be converted into a sales order.
+
+---
+
+### Quote List
+
+The main page displays a data table of all quotes with:
+
+| Column | Description |
+|--------|-------------|
+| **Quote Number** | Auto-generated quote reference number |
+| **Customer** | Customer the quote is for |
+| **Quote Date** | Date the quote was created |
+| **Expiry Date** | Date the quote expires |
+| **Status** | Current status |
+| **Total** | Quote total amount |
+| **Actions** | View, edit, delete, or convert the quote |
+
+#### Searching & Filtering
+
+- **Search bar** — Find quotes by number, customer, or subject
+- **Customer filter** — Filter by specific customer
+- **Status filter** — Filter by quote status
+- **Date range** — Filter by start and end date
+- **Pagination** — Navigate through results
+
+---
+
+### Quote Statuses
+
+| Status | Description |
+|--------|-------------|
+| **Draft** | Quote created but not yet sent |
+| **Sent** | Quote has been sent to the customer |
+| **Accepted** | Customer has accepted the quote |
+| **Declined** | Customer has declined the quote |
+| **Expired** | Quote has passed its expiry date |
+| **Converted** | Quote has been converted into a sales order |
+
+---
+
+### Creating a Quote
+
+![Quote Form](/static/img/books/quote-form.png)
+
+1. Navigate to **Books > Sales > Quotes**
+2. Click **New Quote**
+3. Fill in the form fields
+4. Add line items
+5. Add customer notes and terms
+6. Optionally attach files
+7. Click **Save as Draft** or **Send**
+
+#### Form Fields
+
+| Field | Required | Description |
+|-------|----------|-------------|
+| **Quote Number** | Auto | Auto-generated with configurable prefix (see [Settings](#settings)) |
+| **Customer** | Yes | Select from your customer list |
+| **Reference Number** | No | External reference number |
+| **Quote Date** | Yes | Date of the quote |
+| **Expiry Date** | No | Date the quote expires |
+| **Salesperson** | No | Select the assigned salesperson (from organization members) |
+| **Project** | No | Link the quote to a project |
+| **Subject** | No | Brief subject line for the quote |
+
+#### Line Items
+
+Each line item includes:
+
+| Field | Description |
+|-------|-------------|
+| **Item Details** | Product or service description |
+| **Description** | Additional details |
+| **Quantity** | Number of units |
+| **Rate** | Unit price |
+| **Amount** | Auto-calculated (Quantity × Rate) |
+
+#### Financial Summary
+
+| Field | Description |
+|-------|-------------|
+| **Sub Total** | Sum of all line item amounts |
+| **Discount** | Discount amount or percentage |
+| **Tax Type** | TDS or TCS |
+| **Tax Rate** | Selected from predefined tax rate tables |
+| **Tax Amount** | Calculated tax amount |
+| **Adjustment** | Manual adjustment (positive or negative) |
+| **Total** | Final quote amount |
+
+#### Additional Fields
+
+| Field | Description |
+|-------|-------------|
+| **Customer Notes** | Notes visible to the customer on the quote |
+| **Terms & Conditions** | Your standard terms and conditions |
+
+#### File Attachments
+
+Attach supporting documents to the quote:
+
+1. Drag and drop files onto the attachment area, or click to browse
+2. Upload product specs, brochures, or other supporting documents
+3. Attachments are included with the quote record
+
+---
+
+### Converting a Quote to Sales Order
+
+Once a customer accepts a quote, you can convert it directly into a sales order:
+
+1. Open the accepted quote
+2. Click **Convert to Sales Order**
+3. Review the pre-filled sales order details
+4. Confirm the conversion
+
+The converted quote will be linked to the new sales order via the `convertedInvoiceId` field, and the quote status changes to **Converted**.
+
+---
+
+### Editing a Quote
+
+1. Click the **Edit** action on a quote in the list
+2. Modify the required fields
+3. Click **Save**
+
+> **Note:** Quotes in **Converted** status cannot be edited.
+
+---
+
+### Settings
+
+The quote number prefix can be configured in your organization settings:
+
+- **Setting:** `books.quote.quoteNumberPrefix`
+- **Example:** Setting the prefix to `QT-` will generate numbers like `QT-0001`, `QT-0002`, etc.

package/lib/templates/content/docs/books/sales-orders.md

@@ -0,0 +1,142 @@
+---
+id: books-sales-orders
+title: Sales Orders
+sidebar_label: Sales Orders
+---
+
+## Sales Orders
+
+The **Sales Orders** module (`Books > Sales > Sales Orders`) lets you manage confirmed customer orders. Navigate to `/books/sales/orders` to access it.
+
+![Sales Orders List](/static/img/books/sales-orders-list.png)
+
+---
+
+### Overview
+
+Sales Orders (SOs) are documents that confirm a customer's intent to purchase. They typically follow an accepted [quote](/docs/books/quotes) and precede invoicing and delivery.
+
+---
+
+### Sales Order List
+
+The main page displays a data table of all sales orders with:
+
+| Column | Description |
+|--------|-------------|
+| **SO Number** | Auto-generated sales order number |
+| **Date** | Date the order was created |
+| **Customer** | Customer who placed the order |
+| **Status** | Current delivery/order status |
+| **Total Amount** | Order total with currency |
+| **Actions** | View, edit, or delete the sales order |
+
+#### Searching & Filtering
+
+- **Search bar** — Find orders by number, customer, or reference
+- **Pagination** — Navigate through results
+
+---
+
+### Sales Order Statuses
+
+| Status | Description |
+|--------|-------------|
+| **Draft** | Order created but not yet confirmed |
+| **Sent** | Order has been confirmed and sent |
+| **Partially Delivered** | Some items from the order have been delivered |
+| **Delivered** | All items have been delivered |
+| **Cancelled** | Order has been cancelled |
+
+---
+
+### Creating a Sales Order
+
+![Sales Order Form](/static/img/books/sales-order-form.png)
+
+1. Navigate to **Books > Sales > Sales Orders**
+2. Click **New Sales Order**
+3. Fill in the form fields
+4. Add line items
+5. Optionally attach files
+6. Click **Save as Draft** or **Confirm**
+
+#### Form Fields
+
+| Field | Required | Description |
+|-------|----------|-------------|
+| **SO Number** | Auto | Auto-generated sales order number |
+| **Date** | Yes | Order date |
+| **Customer** | Yes | Select from your customer list |
+| **Reference Number** | No | External reference number |
+| **Expected Shipment Date** | No | When the order is expected to ship |
+| **Payment Terms** | No | Payment terms (e.g., Net 30, Due on Receipt) |
+| **Delivery Method** | No | How the order will be delivered |
+| **Salesperson** | No | Assigned salesperson (from organization members) |
+| **Notes** | No | Additional notes or instructions |
+
+#### Line Items
+
+Each line item includes:
+
+| Field | Description |
+|-------|-------------|
+| **Item Details** | Product or service description |
+| **Quantity** | Number of units |
+| **Rate** | Unit price |
+| **Amount** | Auto-calculated (Quantity × Rate) |
+
+#### Financial Summary
+
+| Field | Description |
+|-------|-------------|
+| **Sub Total** | Sum of all line item amounts |
+| **Discount** | Discount amount or percentage |
+| **Tax Amount** | Applicable tax |
+| **Tax Rate** | Tax rate percentage |
+| **Total Amount** | Final order amount |
+| **Currency** | Transaction currency |
+
+#### File Attachments
+
+Attach supporting documents to the sales order:
+
+1. Drag and drop files onto the attachment area, or click to browse
+2. Upload contracts, specifications, or other documents
+3. Use the detach option to remove an attachment
+
+---
+
+### From Quote to Sales Order
+
+Sales orders can be created in two ways:
+
+1. **Directly** — Create a new sales order from scratch
+2. **From a Quote** — Convert an accepted [quote](/docs/books/quotes) to a sales order, which pre-fills all relevant fields
+
+---
+
+### Editing a Sales Order
+
+1. Click the **Edit** action on a sales order in the list
+2. Modify the required fields
+3. Click **Save**
+
+> **Note:** Orders in **Delivered** or **Cancelled** status have restricted editing.
+
+---
+
+### Deleting a Sales Order
+
+Click the **Delete** action on a sales order in the list. A confirmation dialog will appear before the order is permanently removed.
+
+---
+
+### Approval Workflow
+
+Sales orders may require approval depending on your organization's configuration:
+
+1. **Employee** creates a sales order
+2. **Manager/Admin** reviews and approves
+3. Order status moves to **Sent** once confirmed
+4. As items are fulfilled, status progresses through **Partially Delivered** to **Delivered**

package/lib/templates/content/docs/books/vendor-credits.md

@@ -0,0 +1,135 @@
+---
+id: books-vendor-credits
+title: Vendor Credits
+sidebar_label: Vendor Credits
+---
+
+## Vendor Credits
+
+The **Vendor Credits** module (`Books > Purchase > Vendor Credits`) lets you create and manage credit notes issued against vendors. Navigate to `/books/purchase/vendor-credits` to access it.
+
+![Vendor Credits List](/static/img/books/vendor-credits-list.png)
+
+---
+
+### Overview
+
+Vendor credits (also called credit notes) are documents that reduce the amount owed to a vendor — typically issued for returned goods, pricing adjustments, or overpayments.
+
+---
+
+### Vendor Credit List
+
+The main page displays a data table of all vendor credits with:
+
+| Column | Description |
+|--------|-------------|
+| **Credit Note Number** | Auto-generated reference number |
+| **Date** | Date the credit was issued |
+| **Vendor** | Vendor the credit is issued against |
+| **Status** | Current status |
+| **Total Amount** | Credit total with currency |
+| **Actions** | View, edit, delete, or export as PDF |
+
+#### Searching & Filtering
+
+- **Search bar** — Find credits by number, vendor, or subject
+- **Pagination** — Navigate through results
+
+---
+
+### Vendor Credit Statuses
+
+| Status | Description |
+|--------|-------------|
+| **Draft** | Credit note created but not yet finalized |
+| **Open** | Credit note is active and available for application |
+| **Applied** | Credit has been applied against a vendor balance |
+| **Cancelled** | Credit note has been cancelled |
+
+---
+
+### Creating a Vendor Credit
+
+![Vendor Credit Form](/static/img/books/vendor-credit-form.png)
+
+1. Navigate to **Books > Purchase > Vendor Credits**
+2. Click **New Vendor Credit**
+3. Fill in the form fields
+4. Add line items
+5. Optionally attach supporting documents
+6. Click **Save**
+
+#### Form Fields
+
+| Field | Required | Description |
+|-------|----------|-------------|
+| **Credit Note Number** | Auto | Auto-generated reference number |
+| **Date** | Yes | Date the credit is issued |
+| **Vendor** | Yes | Select from your vendor directory |
+| **Accounts Payable** | No | Payable account to credit |
+| **Order Number** | No | Related purchase order reference |
+| **Subject** | No | Brief description of the credit reason |
+
+#### Line Items
+
+Each line item includes:
+
+| Field | Description |
+|-------|-------------|
+| **Item Details** | Description of the credited item |
+| **Account** | Account to charge the credit against |
+| **Quantity** | Number of units |
+| **Rate** | Unit price |
+| **Discount** | Discount amount or percentage |
+| **Discount Type** | Flat amount or percentage |
+| **Amount** | Auto-calculated line total |
+
+#### Financial Summary
+
+| Field | Description |
+|-------|-------------|
+| **Sub Total** | Sum of all line item amounts |
+| **Discount** | Overall discount |
+| **Tax Type** | TDS or TCS |
+| **Tax** | Tax rate/amount |
+| **Tax Amount** | Calculated tax |
+| **Adjustment** | Manual adjustment amount |
+| **Total Amount** | Final credit amount |
+| **Currency** | Transaction currency |
+
+#### Attachments
+
+Upload supporting documents (return receipts, correspondence, etc.):
+
+1. Click the **Upload** area or drag-and-drop files
+2. Files are attached to the vendor credit record
+3. Use the detach option to remove an attachment
+
+---
+
+### PDF Export
+
+Vendor credits can be exported as professional PDF documents:
+
+1. Open a vendor credit detail page
+2. Click the **Export PDF** or **Download** button
+3. A formatted PDF with all credit note details is generated
+
+The PDF includes the credit note number, date, vendor information, line items, and financial summary.
+
+---
+
+### Editing a Vendor Credit
+
+1. Click the **Edit** action on a vendor credit in the list
+2. Modify the required fields
+3. Click **Save**
+
+> **Note:** Only credits in **Draft** or **Open** status can be edited.
+
+---
+
+### Deleting a Vendor Credit
+
+Click the **Delete** action on a vendor credit in the list. A confirmation dialog will appear before the credit is permanently removed.

package/lib/templates/content/docs/books/vendors.md

@@ -0,0 +1,142 @@
+---
+id: books-vendors
+title: Vendor Management
+sidebar_label: Vendors
+---
+
+## Vendor Management
+
+The **Vendors** module (`Books > Purchase > Vendors`) lets you maintain a centralized directory of all your suppliers and vendors. Navigate to `/books/purchase/vendors` to access it.
+
+![Vendors List](/static/img/books/vendors-list.png)
+
+---
+
+### Overview
+
+The Vendors page is your organization's supplier directory. Each vendor record stores contact details, bank information, payment terms, and tax details — making it easy to reference when creating purchase orders, expenses, or vendor credits.
+
+---
+
+### Vendor List
+
+The main page displays a data table of all vendors with:
+
+| Column | Description |
+|--------|-------------|
+| **Display Name** | Vendor's display name |
+| **Company Name** | Company or business name |
+| **Email** | Primary contact email |
+| **Phone** | Work phone number |
+| **Status** | Active or inactive |
+| **Actions** | View, edit, or delete the vendor |
+
+#### Searching & Filtering
+
+- **Search bar** — Find vendors by name, company, email, or phone
+- **Status filter** — Filter by active/inactive status
+- **Pagination** — Navigate through results
+
+---
+
+### Creating a Vendor
+
+![Vendor Form](/static/img/books/vendor-form.png)
+
+1. Navigate to **Books > Purchase > Vendors**
+2. Click **Add Vendor**
+3. Fill in the vendor details across the form sections
+4. Click **Save**
+
+#### Primary Contact
+
+| Field | Description |
+|-------|-------------|
+| **Salutation** | Mr., Mrs., Ms., Dr., etc. |
+| **First Name** | Contact's first name |
+| **Last Name** | Contact's last name |
+
+#### Company Information
+
+| Field | Description |
+|-------|-------------|
+| **Company Name** | Vendor's company/business name |
+| **Display Name** | How the vendor appears in dropdowns and lists |
+
+#### Contact Information
+
+| Field | Description |
+|-------|-------------|
+| **Email** | Primary email address |
+| **Work Phone** | Office/business phone number |
+| **Mobile** | Mobile phone number |
+| **Language** | Preferred communication language |
+
+#### Other Details
+
+| Field | Description |
+|-------|-------------|
+| **PAN** | Permanent Account Number (tax ID) |
+| **MSME Registration** | MSME registration number, if applicable |
+| **Currency** | Default currency for transactions with this vendor |
+| **Accounts Payable** | Default payable account |
+| **Opening Balance** | Outstanding balance at the time of adding the vendor |
+| **Payment Terms** | Default payment terms (e.g., Net 30, Net 60) |
+| **TDS** | Tax Deducted at Source configuration |
+| **Portal Access** | Whether the vendor has portal login access |
+
+#### Address
+
+Standard address fields (street, city, state, zip, country) for the vendor's business address.
+
+#### Contact Persons
+
+Add multiple contact persons for the vendor, each with their own name, email, and phone number. This is useful for large suppliers with different contacts for sales, billing, and support.
+
+#### Bank Details
+
+| Field | Description |
+|-------|-------------|
+| **Account Number** | Bank account number |
+| **Account Name** | Name on the bank account |
+| **Bank Name** | Name of the bank |
+| **IFSC Code** | Bank's IFSC code (for Indian banks) |
+| **Branch** | Bank branch name |
+
+#### Additional
+
+- **Custom Fields** — Add custom data fields specific to your organization
+- **Reporting Tags** — Tags for reporting categorization
+- **Remarks** — Free-text notes about the vendor
+
+---
+
+### Editing a Vendor
+
+1. Click the **Edit** action on a vendor in the list
+2. Modify the required fields across any section
+3. Click **Save**
+
+---
+
+### Viewing a Vendor
+
+Click the **View** action or the vendor name link to open the detail page showing all vendor information in a read-only format.
+
+---
+
+### Deleting a Vendor
+
+Click the **Delete** action on a vendor in the list. A confirmation dialog will appear before the vendor is permanently removed.
+
+> **Note:** Vendors that are referenced by existing purchase orders, expenses, or vendor credits cannot be deleted until those references are removed.
+
+---
+
+### Using Vendors
+
+Once created, vendors appear in dropdown selectors throughout the Books module:
+
+- **Purchase Orders** — Select a vendor when creating a PO
+- **Expenses** — Associate an expense with a vendor
+- **Vendor Credits** — Issue credit notes against a vendor

package/lib/templates/content/docs/gettingstarted.md

@@ -28,7 +28,7 @@ Time entries are more useful once you categorize them. Add a client, project, ta
 
 The Timer page provides a control bar with START, PAUSE, STOP, and Discard buttons along with project selection, tags, billable toggles, and a date range filter. Below the timer bar, a **Current Week** summary shows your weekly totals.
 
-![Timer Page Overview](/static/img/timer-page-overview.png)
+![Timer Page Overview](/static/img/timer/timer-page-overview.png)
 
 ### Timesheet