Onboarding

The 10 Module Onboarding flows and their 56 Onboarding Steps, the guided checklists shown to new users of a module.

Module onboardings

10 fixtures in **/module_onboarding/<name>/<name>.json. Two are both named Stock Onboarding — one lives under the selling module directory and declares "module": "Selling", the other under stock and declares "module": "Stock"; both are reproduced below as distinct rows, disambiguated by their own module field.

sorted alphabetically by Onboarding

Onboarding	Module	Steps	Roles
`Accounting Onboarding`	Accounts	6	Accounts Manager, Accounts User
`Asset Onboarding`	Assets	6	Accounts Manager, Accounts User, Quality Manager
`Buying Onboarding`	Buying	6	Purchase Manager, Purchase User
`Manufacturing Onboarding`	Manufacturing	7	Manufacturing Manager, Manufacturing User
`Organization Onboarding`	Setup	5	Accounts Manager, Manufacturing Manager, Sales Manager, Stock Manager, System Manager
`Projects Onboarding`	Projects	4	Projects Manager, Projects User
`Selling Onboarding`	Selling	6	Sales Manager, Sales User
`Stock Onboarding`	Selling	7	Stock Manager, Stock User
`Stock Onboarding`	Stock	7	Stock Manager, Stock User
`Subcontracting Onboarding`	Subcontracting	7	Purchase Manager, Purchase Master Manager, Purchase User

Onboarding steps

56 fixture files in **/onboarding_step/<name>/<name>.json. Several step names — Create Item, Create Sales Invoice, View Balance Sheet and others — are defined as separate fixture files under different module directories with identical title and action, one per module that reuses that step; the Module column below reflects each file’s own directory, not the union of every onboarding that references it.

sorted alphabetically by Step; some step names recur as separate fixture files under different module directories — each is a distinct row

Step	Title	Action	Module
`Chart of Accounts`	Review Chart of Accounts	Go to Page	Accounts
`Create Asset Category`	Create Asset Category	Create Entry	Assets
`Create Asset Item`	Create Asset Item	Create Entry	Assets
`Create Asset Location`	Create Asset Location	Create Entry	Assets
`Create Bill of Materials`	Create Bill of Materials	Create Entry	Manufacturing
`Create Bill of Materials`	Create Bill of Materials	Create Entry	Subcontracting
`Create Customer`	Create Customer	Create Entry	Selling
`Create Delivery Note`	Create Delivery Note	Create Entry	Selling
`Create Delivery Note`	Create Delivery Note	Create Entry	Stock
`Create Existing Asset`	Create Existing Asset	Create Entry	Assets
`Create Finished Goods`	Create Finished Goods	Create Entry	Manufacturing
`Create Item`	Create Item	Create Entry	Buying
`Create Item`	Create Item	Create Entry	Selling
`Create Item`	Create Item	Create Entry	Stock
`Create Operations`	Create Operations	Create Entry	Manufacturing
`Create Payment Entry`	Create Payment Entry	Create Entry	Accounts
`Create Project`	Create Project	Create Entry	Projects
`Create Purchase Invoice`	Create Purchase Invoice	Create Entry	Buying
`Create Purchase Order`	Create Purchase Order	Create Entry	Buying
`Create Purchase Receipt`	Create Purchase Receipt	Create Entry	Stock
`Create Raw Materials`	Create Raw Materials	Create Entry	Manufacturing
`Create Raw Materials`	Create Raw Materials	Create Entry	Subcontracting
`Create Sales Invoice`	Create Sales Invoice	Create Entry	Accounts
`Create Sales Invoice`	Create Sales Invoice	Create Entry	Selling
`Create Sales Order`	Create Sales Order	Create Entry	Selling
`Create Service Item`	Create Service Item	Create Entry	Subcontracting
`Create Subcontracted Item`	Create Subcontracted Item	Create Entry	Subcontracting
`Create Subcontracting Order`	Create Subcontracting Order	Create Entry	Subcontracting
`Create Subcontracting PO`	Create Subcontracting PO	Create Entry	Subcontracting
`Create Supplier`	Create Supplier	Create Entry	Buying
`Create Tasks`	Create Tasks	Create Entry	Projects
`Create Timesheet`	Create Timesheet	Create Entry	Projects
`Create Transfer Entry`	Create Transfer Entry	Create Entry	Stock
`Create Work Order`	Create Work Order	Create Entry	Manufacturing
`Invite Users`	Invite Users	Create Entry	Setup
`Learn Asset`	Learn Asset	View Docs	Assets
`Learn Subcontracting`	Learn Subcontracting	View Docs	Subcontracting
`Review Accounts Settings`	Review Accounts Settings	Update Settings	Accounts
`Review Buying Settings`	Review Buying Settings	Update Settings	Buying
`Review Manufacturing Settings`	Review Manufacturing Settings	Update Settings	Manufacturing
`Review Selling Settings`	Review Selling Settings	Update Settings	Selling
`Review Stock Settings`	Review Stock Settings	Update Settings	Stock
`Review System Settings`	Review System Settings	Update Settings	Setup
`Setup Company`	Setup Company	Go to Page	Setup
`Setup Email Account`	Setup Email Account	Create Entry	Setup
`Setup Role Permissions`	Setup Role Permissions	Go to Page	Setup
`Setup Sales taxes`	Setup Sales taxes	Go to Page	Accounts
`Setup Warehouse`	Setup Warehouse	Go to Page	Stock
`View Balance Sheet`	View Balance Sheet	View Report	Accounts
`View Balance Sheet`	View Balance Sheet	View Report	Assets
`View Project Summary`	View Project Summary	View Report	Projects
`View Purchase Order Analysis`	View Purchase Order Analysis	View Report	Buying
`View Sales Order Analysis`	View Sales Order Analysis	View Report	Selling
`View Stock Balance Report`	View Stock Balance Report	View Report	Selling
`View Stock Balance Report`	View Stock Balance Report	View Report	Stock
`View Work Order Summary Report`	View Work Order Summary Report	View Report	Manufacturing