Universal Appointments: Sales
by faOtools https://faotools.com/apps/17.0/universal-appointments-sales-878$ 430.76
In-App Purchases| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) • Calendar (calendar) |
| Community Apps Dependencies | Show |
| Lines of code | 8339 |
| Technical Name |
business_appointment_sale |
| License | See License tab |
| Website | https://faotools.com/apps/16.0/universal-appointments-sales-751 |
| Versions | 17.0 12.0 16.0 13.0 15.0 14.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) • Calendar (calendar) |
| Community Apps Dependencies | Show |
| Lines of code | 8339 |
| Technical Name |
business_appointment_sale |
| License | See License tab |
| Website | https://faotools.com/apps/16.0/universal-appointments-sales-751 |
| Versions | 17.0 12.0 16.0 13.0 15.0 14.0 |
Sale orders and appointments
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The app lets you link appointments and sale orders. There are 4 configuration options
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Sent sale orders: if chosen, a sent quotation would be prepared based on the reservation
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Confirmed sale orders: if chosen, an Odoo sale order would be created as soon as a reservation is scheduled. The method is suitable if your service is standard, while final sale positions and details would hardly be modified after the appointment. For example, fixed-price hair cutting
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Draft quotations: if chosen, only a quotation in the state 'Draft' would be prepared. In this way, you have more flexibility in updating an order during service provision or beforehand. For example, if you wanted to add extra complementaries or provide individual discounts
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Manual orders: if chosen, managers have to create quotations while providing service. The method might be applicable when actual sale lines become clear only during the visit itself. For example, a mobile phone repair business assumes initial diagnostics and only after the price is offered
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Until an appointment sale order is not confirmed, you can update that from a reservation form. Both service, quantity, and complementary products are re-calculated in this case
Service pricing
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The tool allows configuring the pricing method per each resource type
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Per planned duration: Odoo quotations are created based on initial reservation plans. For example, it might be suitable for car rental or massage
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Per units: sale orders consider appointments for the same price disregarding their duration. For example, standard haircutting or tire mounting is invoiced the same disregarding how much time they actually take
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Per tracked (real) duration (the extension Universal Appointments: Time Tracking is required): invoice actual time spent on service. For example, the approach is suitable for consultation or legal services
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Prices are price list dependent. Thus, an Odoo manager might select individual conditions during scheduling. In this way, it is possible to apply various currencies, discounts, promos
Complementaries and upselling
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When a customer finishes scheduling, it is a good moment to increase a bill by offering complementary products. The tool has built-in features for that
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Odoo may show the popup wist suggested products for backend managers immediately after reserving a time slot
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The popup allows both adding one or a few complementaries or merely missing the step if suggested products are not required
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The feature might be turned on/off on the configuration page. The popup would be shown only in case there are complementaries defined for a booked service
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Chosen complementaries would be added to a quotation/sales order during its automatic creation or adaptation from the reservation page.
The automatic or manual link between appointment and Odoo sale order.
The sale is generated based on appointment details
Odoo demonstration databases (live previews)
For this app, we might provide a free personalized demo database.
To demand such a database, press the button "Live Preview" on the top of this page or copy the link https://faotools.com/s/kl48rh
No phone number or credit card is required to contact us: only a short email sign up which does not take more than 30 seconds.
By your request, we will prepare an individual live preview database, where you would be able to apply any tests and check assumptions for 14 days.
Bug reporting
In case you have faced any bugs or inconsistent behavior, do not hesitate to contact us. We guarantee to provide fixes within 60 days after the purchase, while even after this period we are strongly interested to improve our tools.
To send us a bug report: press the "Website" link on the top of this page and push the button "Bug Report" (the tab Support). Alternatively, copy the link https://faotools.com/s/7zvcx4
No phone number or credit card is required to contact us: only a short email sign up which does not take more than 30 seconds.
Please include in your request as many details as possible: screenshots, Odoo server logs, a full description of how to reproduce your problem, and so on. Usually, it takes a few business days to prepare a working plan for an issue (if a bug is confirmed) or provide you with guidelines on what should be done (otherwise).
Public features requests and module ideas (free development)
We are strongly motivated to improve our tools and would be grateful for any sort of feedback. In case your requirements are of public use and might be efficiently implemented, the team would include those in our to-do list.
Such a to-do list is processed on a regular basis and does not assume extra fees. Although we cannot promise deadlines and final design, it might be a good way to get desired features without investments and risks.
To share ideas: press the "Website" link on the top of this page and push the button "Share Features Ideas" (the tab Support). Alternatively, copy the link https://faotools.com/s/n6m1ms
No phone number or credit card is required to contact us: only a short email sign up which does not take more than 30 seconds.
Questions and misc issues
Feel free to contact us with any other concerns, doubts, or questions: press the "Website" link on the top of this page and push the button "Raise Question" (the tab Support). Alternatively, copy the link https://faotools.com/s/s806un
About the team
faOtools (faotools.com, former odootools.com) is the team of developers and business analysts to help you extend Odoo's potential. We have been communicating with end users to whom the software became the main business tool since 2012. As a result, we are proud of dozens of successful Odoo apps developed. We are open for new ideas and challenges to create the best Odoo apps for business needs all over the world.
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Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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