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104 lines
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104 lines
4.1 KiB
ReStructuredText
.. image:: https://odoo-community.org/readme-banner-image
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:target: https://odoo-community.org/get-involved?utm_source=readme
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:alt: Odoo Community Association
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=================
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Lead Line Product
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=================
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..
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:073a15253b5be2d34a56f392ffd7344952fb867bf9d311c83fe734ee87cbd465
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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.. |badge2| image:: https://img.shields.io/badge/license-LGPL--3-blue.png
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:target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html
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:alt: License: LGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github
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:target: https://github.com/OCA/crm/tree/16.0/crm_lead_product
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:alt: OCA/crm
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/crm-16-0/crm-16-0-crm_lead_product
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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:target: https://runboat.odoo-community.org/builds?repo=OCA/crm&target_branch=16.0
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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This module allows the user to link multiple products, product categories or product templates to a lead or an opportunity
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in order to be able to do a product demand forecasting taking into account the leads and opportunities defined in odoo.
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Included in the product line there are two computed fields, the planned revenue and expected revenue. On one hand, the
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planned revenue is computed as the selling price times the quantity. On the other hand, the expected revenue takes into account
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the probability of the opportunity and is computed as the planned revenue times the probability.
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The module also includes a reporting section where the user can easily see in a pivot and graph view the relationship
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between products, stage of the lead/opportunity and the planned or expected revenue for that product.
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**Table of contents**
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.. contents::
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:local:
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Configuration
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=============
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To configure this module to be available for the Leads the user needs to activate the Leads option in CRM settings
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Usage
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=====
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* Go to menu **CRM > Lead** and create or edit a Lead adding all the products associated to it.
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* Go to menu **CRM > My Pipeline** and create or edit an Opportunity adding all the products associated to it.
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* Go to menu **CRM > Reporting > Pipeline by Product** to run the report that relates product to planned and expected revenue per stage
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/crm/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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`feedback <https://github.com/OCA/crm/issues/new?body=module:%20crm_lead_product%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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~~~~~~~
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* ForgeFlow
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Contributors
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~~~~~~~~~~~~
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* Adria Gil Sorribes <adria.gil@forgeflow.com>
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* Adria Palleja Bove <adria.palleja@coopdevs.org>
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Maintainers
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~~~~~~~~~~~
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/16.0/crm_lead_product>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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