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| 1 | +====================== |
| 2 | +Sell resource bookings |
| 3 | +====================== |
| 4 | + |
| 5 | +.. |
| 6 | + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
| 7 | + !! This file is generated by oca-gen-addon-readme !! |
| 8 | + !! changes will be overwritten. !! |
| 9 | + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
| 10 | + !! source digest: sha256:2c7b056857ea134dae0ac6043e2982ce997241cd8c4794123f23c322d1f01f01 |
| 11 | + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
| 12 | +
|
| 13 | +.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png |
| 14 | + :target: https://odoo-community.org/page/development-status |
| 15 | + :alt: Beta |
| 16 | +.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png |
| 17 | + :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html |
| 18 | + :alt: License: AGPL-3 |
| 19 | +.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fsale--workflow-lightgray.png?logo=github |
| 20 | + :target: https://github.com/OCA/sale-workflow/tree/17.0/sale_resource_booking |
| 21 | + :alt: OCA/sale-workflow |
| 22 | +.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png |
| 23 | + :target: https://translation.odoo-community.org/projects/sale-workflow-17-0/sale-workflow-17-0-sale_resource_booking |
| 24 | + :alt: Translate me on Weblate |
| 25 | +.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png |
| 26 | + :target: https://runboat.odoo-community.org/builds?repo=OCA/sale-workflow&target_branch=17.0 |
| 27 | + :alt: Try me on Runboat |
| 28 | + |
| 29 | +|badge1| |badge2| |badge3| |badge4| |badge5| |
| 30 | + |
| 31 | +This module extends the functionality of sale and resource bookings to |
| 32 | +support creating pending resource bookings automatically when confirming |
| 33 | +a sale order and to allow you to generate those sale orders easily from |
| 34 | +a resource booking type. |
| 35 | + |
| 36 | +**Table of contents** |
| 37 | + |
| 38 | +.. contents:: |
| 39 | + :local: |
| 40 | + |
| 41 | +Installation |
| 42 | +============ |
| 43 | + |
| 44 | +To have a nice UI to manage quotations and sales orders, install |
| 45 | +``sale_management``. However, this is not strictly required. |
| 46 | + |
| 47 | +Configuration |
| 48 | +============= |
| 49 | + |
| 50 | +To enjoy all features from this module, you need these permissions: |
| 51 | + |
| 52 | +- Sales / User: Own Documents Only |
| 53 | +- Resource Booking / User |
| 54 | + |
| 55 | +Usage |
| 56 | +===== |
| 57 | + |
| 58 | +To quote one resource booking quickly, you need to: |
| 59 | + |
| 60 | +1. Go to *Resource bookings > Types* and pick one. |
| 61 | +2. Click *Quote*. |
| 62 | +3. Fill the values from that wizard. |
| 63 | +4. Click on *Generate quotation*. |
| 64 | + |
| 65 | +In the wizard, one of the things you need to indicate is the product. |
| 66 | +With this module, products can be linked to resource booking types (and, |
| 67 | +optionally, combinations). When such product is sold and the sale order |
| 68 | +is confirmed, a new booking is created automatically (in pending state). |
| 69 | + |
| 70 | +If you need to pre-create those pending bookings when the quotation is |
| 71 | +not yet confirmed, you can also do that with the *Sync bookings* button |
| 72 | +in the quotation form. |
| 73 | + |
| 74 | +A booking can only be confirmed if its sale order is confirmed, when |
| 75 | +there is one. |
| 76 | + |
| 77 | +To create one of such products: |
| 78 | + |
| 79 | +1. Install ``sale_management``. |
| 80 | +2. Go to *Sales > Products > Products*. |
| 81 | +3. Create one. |
| 82 | +4. Go to the *Sales* tab. |
| 83 | +5. Under *Resource Bookings*, select one *Booking type*. |
| 84 | +6. Optionally, select a *Resource combination* to be assigned by |
| 85 | + default. |
| 86 | + |
| 87 | +When you confirm a quotation that includes some products related to |
| 88 | +resource booking types, you will see a wizard that will help you update |
| 89 | +quickly those bookings' values, and invite requesters to schedule them. |
| 90 | +If you skip it, you can do it later with the bookings just created. |
| 91 | + |
| 92 | +Bug Tracker |
| 93 | +=========== |
| 94 | + |
| 95 | +Bugs are tracked on `GitHub Issues <https://github.com/OCA/sale-workflow/issues>`_. |
| 96 | +In case of trouble, please check there if your issue has already been reported. |
| 97 | +If you spotted it first, help us to smash it by providing a detailed and welcomed |
| 98 | +`feedback <https://github.com/OCA/sale-workflow/issues/new?body=module:%20sale_resource_booking%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. |
| 99 | + |
| 100 | +Do not contact contributors directly about support or help with technical issues. |
| 101 | + |
| 102 | +Credits |
| 103 | +======= |
| 104 | + |
| 105 | +Authors |
| 106 | +------- |
| 107 | + |
| 108 | +* Tecnativa |
| 109 | + |
| 110 | +Contributors |
| 111 | +------------ |
| 112 | + |
| 113 | +- `Tecnativa <https://www.tecnativa.com>`__: |
| 114 | + |
| 115 | + - Jairo Llopis |
| 116 | + - Stefan Ungureanu |
| 117 | + - Víctor Martínez |
| 118 | + |
| 119 | +Maintainers |
| 120 | +----------- |
| 121 | + |
| 122 | +This module is maintained by the OCA. |
| 123 | + |
| 124 | +.. image:: https://odoo-community.org/logo.png |
| 125 | + :alt: Odoo Community Association |
| 126 | + :target: https://odoo-community.org |
| 127 | + |
| 128 | +OCA, or the Odoo Community Association, is a nonprofit organization whose |
| 129 | +mission is to support the collaborative development of Odoo features and |
| 130 | +promote its widespread use. |
| 131 | + |
| 132 | +.. |maintainer-Yajo| image:: https://github.com/Yajo.png?size=40px |
| 133 | + :target: https://github.com/Yajo |
| 134 | + :alt: Yajo |
| 135 | + |
| 136 | +Current `maintainer <https://odoo-community.org/page/maintainer-role>`__: |
| 137 | + |
| 138 | +|maintainer-Yajo| |
| 139 | + |
| 140 | +This module is part of the `OCA/sale-workflow <https://github.com/OCA/sale-workflow/tree/17.0/sale_resource_booking>`_ project on GitHub. |
| 141 | + |
| 142 | +You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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