oca-workflow-process/odoo-bringout-oca-sale-workflow-sale_planner_calendar/sale_planner_calendar

=====================
Sale planner calendar
=====================

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This module allows to manage commercial visits to partners by using recurrence events.

**Table of contents**

.. contents::
   :local:

Configuration
=============

You can find the following configurations in the settings:

#. **Subscriptions Backward Days**: Backward days to search documents to update
   subscriptions.

#. **Sale Planner Forward Months**: Forward months to create calendar events.

#. **Send invitation to attendees**: Send invitations to attendees when a planner event
   is created.

#. **Sale planner order cut hour**: Time of the next day until which orders of the
   current day are assigned.

#. **Calendar event max duration**: Show a warning message when duration is more than
   this time. Set 00:00 to disable warning.

Other setting are available with system parameters

#. **Sale order partner** when a so is created from a event planned. You can create or
   update the system parameter **sale_planner_calendar.create_so_to_commercial_partner**
   with True value to create the sale order to commercial partner instead of partner

Usage
=====

You can create now the recurrent events directly from the partners by clicking next
smart button:

.. image:: https://raw.githubusercontent.com/OCA/sale-workflow/16.0/sale_planner_calendar/static/img/smart_button.png

By default the end of the recurrence is set by the settings field
**Sale Planner Forward Months**.

You can manage this new recurrent events from *Calendar planner* menu entry.

.. image:: https://raw.githubusercontent.com/OCA/sale-workflow/16.0/sale_planner_calendar/static/img/menu_entry.png

On the first window, you will find a summary of the events that the user has to do
today.

By going to *Calendar planner > Calendar events* you will have two options:

#. View the calendar events related to your user (*My Calendar*).

#. View your base events related to the recurrences (*Recurrent calendar events*).

Finally on *Calendar planner > Wizards* you will have again two options:

#. You can change the hour of the start of all the events related to a recurrency by using
   *Sale planner calendar wizard*.

#. You can change the salesperson assigned to events related to a period of time by using
   the wizard *Reassignment of salesperson*.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/sale-workflow/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/sale-workflow/issues/new?body=module:%20sale_planner_calendar%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
~~~~~~~

* Tecnativa

Contributors
~~~~~~~~~~~~

* `Tecnativa <https://www.tecnativa.com>`__:

  * Sergio Teruel
  * Carlos Dauden
  * Carlos Roca
  * Pilar Vargas

Maintainers
~~~~~~~~~~~

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

This module is part of the `OCA/sale-workflow <https://github.com/OCA/sale-workflow/tree/16.0/sale_planner_calendar>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.