Create event quotations from opportunities
by Tecnativa https://github.com/OCA/event , Odoo Community Association (OCA) https://github.com/OCA/event| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Sales (sale_management) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 964 |
| Technical Name |
sale_crm_event_reservation |
| License | AGPL-3 |
| Website | https://github.com/OCA/event |
| Versions | 12.0 13.0 15.0 17.0 |
Create event quotations from opportunities
This module extends the functionality of crm_event, event_sale_reservation and sale_crm to support fast generation of event quotations from opportunities and to allow you to sell events like a boss.
Table of contents
Installation
To install this module, you need to:
- Install crm_event and event_sale_reservation from https://github.com/OCA/event.
Configuration
To make use of this module, a user needs these minimal permissions:
- Sales / User: Own Documents Only
- Events / User
Usage
To use this module, you need to:
- Go to CRM > My Pipeline.
- Create one opportunity.
- Set basic fields.
- Set Customer, Event type and Seats Wanted.
- Click on New Event Quotation.
A wizard will open. If you want to register the customer in an scheduled event:
- Select Mode = Register in scheduled event.
- Select Event and Ticket
- Click on Generate quotation
Instead, if you want to reserve some seats for the customer in some upcoming event:
- Select Mode = Reserve upcoming event.
- Select Product, which must be a reservation product for the chosen event type.
- Click on Generate quotation
In either case, you will be presented with a sale order created just for you.
Bug Tracker
Bugs are tracked on GitHub 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.
Do not contact contributors directly about support or help with technical issues.
Credits
Authors
- Tecnativa
Contributors
- Jairo Llopis <jairo.llopis@tecnativa.com> (https://www.tecnativa.com)
Maintainers
This module is maintained by the OCA.
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.
Current maintainer:
This module is part of the OCA/event project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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