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142 changes: 142 additions & 0 deletions sale_resource_booking/README.rst
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======================
Sell resource bookings
======================

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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
:target: https://odoo-community.org/page/development-status
:alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fsale--workflow-lightgray.png?logo=github
:target: https://github.com/OCA/sale-workflow/tree/17.0/sale_resource_booking
:alt: OCA/sale-workflow
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/sale-workflow-17-0/sale-workflow-17-0-sale_resource_booking
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
:target: https://runboat.odoo-community.org/builds?repo=OCA/sale-workflow&target_branch=17.0
:alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

This module extends the functionality of sale and resource bookings to
support creating pending resource bookings automatically when confirming
a sale order and to allow you to generate those sale orders easily from
a resource booking type.

**Table of contents**

.. contents::
:local:

Installation
============

To have a nice UI to manage quotations and sales orders, install
``sale_management``. However, this is not strictly required.

Configuration
=============

To enjoy all features from this module, you need these permissions:

- Sales / User: Own Documents Only
- Resource Booking / User

Usage
=====

To quote one resource booking quickly, you need to:

1. Go to *Resource bookings > Types* and pick one.
2. Click *Quote*.
3. Fill the values from that wizard.
4. Click on *Generate quotation*.

In the wizard, one of the things you need to indicate is the product.
With this module, products can be linked to resource booking types (and,
optionally, combinations). When such product is sold and the sale order
is confirmed, a new booking is created automatically (in pending state).

If you need to pre-create those pending bookings when the quotation is
not yet confirmed, you can also do that with the *Sync bookings* button
in the quotation form.

A booking can only be confirmed if its sale order is confirmed, when
there is one.

To create one of such products:

1. Install ``sale_management``.
2. Go to *Sales > Products > Products*.
3. Create one.
4. Go to the *Sales* tab.
5. Under *Resource Bookings*, select one *Booking type*.
6. Optionally, select a *Resource combination* to be assigned by
default.

When you confirm a quotation that includes some products related to
resource booking types, you will see a wizard that will help you update
quickly those bookings' values, and invite requesters to schedule them.
If you skip it, you can do it later with the bookings just created.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/sale-workflow/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 <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**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
-------

* Tecnativa

Contributors
------------

- `Tecnativa <https://www.tecnativa.com>`__:

- Jairo Llopis
- Stefan Ungureanu
- Víctor Martínez

Maintainers
-----------

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org

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.

.. |maintainer-Yajo| image:: https://github.com/Yajo.png?size=40px
:target: https://github.com/Yajo
:alt: Yajo

Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-Yajo|

This module is part of the `OCA/sale-workflow <https://github.com/OCA/sale-workflow/tree/17.0/sale_resource_booking>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
2 changes: 2 additions & 0 deletions sale_resource_booking/__init__.py
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from . import models
from . import wizards
24 changes: 24 additions & 0 deletions sale_resource_booking/__manifest__.py
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# Copyright 2021 Tecnativa - Jairo Llopis
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).

{
"name": "Sell resource bookings",
"summary": "Link resource bookings with sales",
"version": "17.0.1.0.0",
"development_status": "Beta",
"category": "Appointments",
"website": "https://github.com/OCA/sale-workflow",
"author": "Tecnativa, Odoo Community Association (OCA)",
"maintainers": ["Yajo"],
"license": "AGPL-3",
"depends": ["sale", "resource_booking", "web_ir_actions_act_multi"],
"data": [
"views/product_template_views.xml",
"views/resource_booking_type_views.xml",
"views/resource_booking_views.xml",
"views/sale_order_views.xml",
"wizards/resource_booking_sale_views.xml",
"wizards/sale_order_booking_confirm_views.xml",
"security/ir.model.access.csv",
],
}
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