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138 lines
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138 lines
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=====================
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Sale planner calendar
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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: sha256:9536f0a762b2909e0b503ba68e80f5fbd7d358124a934194fbc5d67b657e4510
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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/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fsale--workflow-lightgray.png?logo=github
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:target: https://github.com/OCA/sale-workflow/tree/16.0/sale_planner_calendar
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:alt: OCA/sale-workflow
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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/sale-workflow-16-0/sale-workflow-16-0-sale_planner_calendar
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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/sale-workflow&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 to manage commercial visits to partners by using recurrence events.
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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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You can find the following configurations in the settings:
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#. **Subscriptions Backward Days**: Backward days to search documents to update
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subscriptions.
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#. **Sale Planner Forward Months**: Forward months to create calendar events.
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#. **Send invitation to attendees**: Send invitations to attendees when a planner event
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is created.
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#. **Sale planner order cut hour**: Time of the next day until which orders of the
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current day are assigned.
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#. **Calendar event max duration**: Show a warning message when duration is more than
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this time. Set 00:00 to disable warning.
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Other setting are available with system parameters
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#. **Sale order partner** when a so is created from a event planned. You can create or
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update the system parameter **sale_planner_calendar.create_so_to_commercial_partner**
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with True value to create the sale order to commercial partner instead of partner
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Usage
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=====
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You can create now the recurrent events directly from the partners by clicking next
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smart button:
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.. image:: https://raw.githubusercontent.com/OCA/sale-workflow/16.0/sale_planner_calendar/static/img/smart_button.png
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By default the end of the recurrence is set by the settings field
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**Sale Planner Forward Months**.
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You can manage this new recurrent events from *Calendar planner* menu entry.
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.. image:: https://raw.githubusercontent.com/OCA/sale-workflow/16.0/sale_planner_calendar/static/img/menu_entry.png
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On the first window, you will find a summary of the events that the user has to do
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today.
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By going to *Calendar planner > Calendar events* you will have two options:
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#. View the calendar events related to your user (*My Calendar*).
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#. View your base events related to the recurrences (*Recurrent calendar events*).
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Finally on *Calendar planner > Wizards* you will have again two options:
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#. You can change the hour of the start of all the events related to a recurrency by using
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*Sale planner calendar wizard*.
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#. You can change the salesperson assigned to events related to a period of time by using
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the wizard *Reassignment of salesperson*.
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/sale-workflow/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/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**>`_.
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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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* Tecnativa
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Contributors
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~~~~~~~~~~~~
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* `Tecnativa <https://www.tecnativa.com>`__:
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* Sergio Teruel
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* Carlos Dauden
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* Carlos Roca
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* Pilar Vargas
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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/sale-workflow <https://github.com/OCA/sale-workflow/tree/16.0/sale_planner_calendar>`_ 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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