Calendar Events for Sales Orders

by
Odoo          
v 11.0 Third Party

8.59 €

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Technical name blue_sale_events
Websitehttp://bluestingray.com
Included Dependencies Blue Helpers

Calendar Events for Sales Orders

Assign calendar events to sales orders.

The Calendar Events for Sales Orders module developed by Blue Stingray allows you to easily link sales orders and quotes to meetings.



Features

Link meetings to sales orders.

Quickly add a meeting from Sales Order screen.

Contacts are automatically added based on customer.

Set reminders to call or email.


Technical and Functional Support

Free bug fixes and email support for 30 days after purchase.

Blue Stingray will do whatever it can to help you successfully implement and utilize its modules. This includes 30 days of free bug fixes and email support after the purchase. For more information please fill out the contact form on our website or simply email us at support@bluestingray.com.


Installation and Configuration

1. Copy the files to your addons folder.

This step will depend on how your installation is configured, but essentially, once the new module is downloaded, you will need to move it into an addons folder on your server. If you are unsure which folder is reserved for add-ons, you can find that information on your Odoo configuration file.

The files can be placed on your server in multiple ways. We recommend using either SCP/SSH or FTP.

2. Restart your Odoo instance.

Whenever new applications are installed, Odoo will need to be restarted. We highly recommend that you do not do this during your standard hours of operations or in a production environment. There is always a possibility of module conflict, so take precautions to reduce the amount of time your system is unavailable to your users.

You can use the same method that you normally use when restarting Odoo. Typical commands we have encountered are:

# Using a service script on Linux
sudo service odoo-server restart

# Using Docker and Docker-Compose
docker-compose restart

3. Install The Module.

Once you have restarted your instance, navigate to the Apps screen within your Odoo instance and install the Manage Work Orders module.

That's it! You can now start using the new features!


Contact Blue Stingray

Reach out for Odoo implementation services.

Blue Stingray helps you improve your processes with better software solutions. We offer full implementation lifecycle services for both Community and Enterprise editions. This include services such as system installation/configuration (on-site or cloud hosted), system maintenance, business analysis/requirements gathering, custom module development, support/training, data migration, and system cutover.

Calendar Events for Sales Orders

This module allows you to link multiple Calendar Events (Meetings) to a Sales Order or link multiple Sales Orders to a Calendar Event (Meeting).

Installing

Install the module from your Odoo Apps screen and refresh your browser.

Usage

Calendar App

Forms

A new Sales Orders field is added to the Calendar normal and pop-up forms. It will display any Quotations or Sales Orders related to a given Meeting.

There is a View Sales Orders button below the field that will take you to view those Sales Orders. You can also click the View Sales Orders button, then Create new meetings, which will automatically link to the Customer and Meeting.

Searching

New typed search option for finding any Quotations or Sales Orders for a specific Meeting name. Just start typing in the Search... box and choose Search Meetings for: ....

Additional pre-defined Filters option to quickly find any Meetings with or without a Sales Order:

  • Has Sales Orders
  • No Sales Orders

Sales App

Forms

A new Meetings smart button is added to the Quotations and Sales Orders forms. It will display the number of Meetings related to a given Quotation/Sales Order.

You can click the Meetings button to will take you to view those , then Create new meetings, which will automatically link to the Customer and Sales Order.

Searching

New typed search option for finding any Quotations or Sales Orders for a specific Meeting name. Just start typing in the Search... box and choose Search Meetings for: ....

Additional pre-defined Filters to quickly find any Quotations or Sales Orders with or without Meetings:

  • Has Meetings
  • No Meetings

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