=================================
Sale Order Product Recommendation
=================================
..
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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/16.0/sale_order_product_recommendation
: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-16-0/sale-workflow-16-0-sale_order_product_recommendation
: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=16.0
:alt: Try me on Runboat
|badge1| |badge2| |badge3| |badge4| |badge5|
This module adds a recommended products wizard to current sale order.
It is based on recent delivered products, and allows the salesman to quickly
know the most sold products for current customer, which results in an easy to
use hint to improve sale.
If you want a better mobile usability, the module is ready to use with the
'web_widget_numeric_step' module. Just install it and you will get a better
numeric input experience.
**Table of contents**
.. contents::
:local:
Configuration
=============
To configure this module you need to:
In sale order product recommendation you can display the product price unit
from list price or from last sale order price. To set the default value follow
the next steps
#. Go to *Sales > Configuration > Settings > Sale order recommendations*.
#. Assign the desired value to *Product recommendation price origin* field.
#. Press *Save* button to store the change.
In sale order product recommendation you can compute the recommendations using the
Delivery Address instead of the Customer. To set this option by default follow
the next steps
#. Go to *Sales > Configuration > Settings > Sale order recommendations*.
#. Assign the desired value to *Use delivery address* field.
#. Press *Save* button to store the change.
You can define other default values like as:
* Months backwards to generate recommendations.
* Number of recommendations to display.
You can force the addition of all the products recommended in the sale order.
You can then edit the desired quantities directly in the sale order.
#. Go to *Sales > Configuration > Settings > Sale order recommendations*.
#. Select *Force zero units included*
You can add a filter domain to exclude or include additional recommended products.
#. Go to *Sales > Configuration > Settings > Sale order recommendations*.
#. Add a filter in section *Sale order product recommendation domain* Example: ``[("product_type", "!=" "service")]``
Usage
=====
To use this module, you need to:
#. Create a new sale order.
#. Assign its customer.
#. Press *Recommended Products* button.
#. Configure the recommendations parameters.
#. Press *Get recommendations* button.
#. Add products into the opened wizard.
#. Press *Accept*.
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_order_product_recommendation%0Aversion:%2016.0%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
* David Vidal
* Alexandre Díaz
* Pedro M. Baeza
* Sergio Teruel
* Carlos Roca
* Víctor Martínez
* `Camptocamp SA <https://www.camptocamp.com>`_:
* Telmo Santos
* `Moduon <https://www.moduon.team>`_:
* Rafael Blasco
* Gelo Joga
* Jairo Llopis
* `Trobz <https://www.trobz.com>`_:
* Tris Doan
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-sergio-teruel| image:: https://github.com/sergio-teruel.png?size=40px
:target: https://github.com/sergio-teruel
:alt: sergio-teruel
.. |maintainer-rafaelbn| image:: https://github.com/rafaelbn.png?size=40px
:target: https://github.com/rafaelbn
:alt: rafaelbn
.. |maintainer-yajo| image:: https://github.com/yajo.png?size=40px
:target: https://github.com/yajo
:alt: yajo
Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:
|maintainer-sergio-teruel| |maintainer-rafaelbn| |maintainer-yajo|
This module is part of the `OCA/sale-workflow <https://github.com/OCA/sale-workflow/tree/16.0/sale_order_product_recommendation>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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"description": "=================================\nSale Order Product Recommendation\n=================================\n\n.. \n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! This file is generated by oca-gen-addon-readme !!\n !! changes will be overwritten. !!\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! source digest: sha256:e3611757ee873a64ea6dff5d6f8aa1242b0cf2206c745f1e2906f53ea10998db\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n\n.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png\n :target: https://odoo-community.org/page/development-status\n :alt: Beta\n.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png\n :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html\n :alt: License: AGPL-3\n.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fsale--workflow-lightgray.png?logo=github\n :target: https://github.com/OCA/sale-workflow/tree/16.0/sale_order_product_recommendation\n :alt: OCA/sale-workflow\n.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png\n :target: https://translation.odoo-community.org/projects/sale-workflow-16-0/sale-workflow-16-0-sale_order_product_recommendation\n :alt: Translate me on Weblate\n.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png\n :target: https://runboat.odoo-community.org/builds?repo=OCA/sale-workflow&target_branch=16.0\n :alt: Try me on Runboat\n\n|badge1| |badge2| |badge3| |badge4| |badge5|\n\nThis module adds a recommended products wizard to current sale order.\n\nIt is based on recent delivered products, and allows the salesman to quickly\nknow the most sold products for current customer, which results in an easy to\nuse hint to improve sale.\n\nIf you want a better mobile usability, the module is ready to use with the\n'web_widget_numeric_step' module. Just install it and you will get a better\nnumeric input experience.\n\n**Table of contents**\n\n.. contents::\n :local:\n\nConfiguration\n=============\n\nTo configure this module you need to:\n\nIn sale order product recommendation you can display the product price unit\nfrom list price or from last sale order price. To set the default value follow\nthe next steps\n\n#. Go to *Sales > Configuration > Settings > Sale order recommendations*.\n#. Assign the desired value to *Product recommendation price origin* field.\n#. Press *Save* button to store the change.\n\nIn sale order product recommendation you can compute the recommendations using the\nDelivery Address instead of the Customer. To set this option by default follow\nthe next steps\n\n#. Go to *Sales > Configuration > Settings > Sale order recommendations*.\n#. Assign the desired value to *Use delivery address* field.\n#. Press *Save* button to store the change.\n\nYou can define other default values like as:\n\n* Months backwards to generate recommendations.\n* Number of recommendations to display.\n\nYou can force the addition of all the products recommended in the sale order. \nYou can then edit the desired quantities directly in the sale order. \n\n#. Go to *Sales > Configuration > Settings > Sale order recommendations*.\n#. Select *Force zero units included*\n\nYou can add a filter domain to exclude or include additional recommended products.\n\n#. Go to *Sales > Configuration > Settings > Sale order recommendations*.\n#. Add a filter in section *Sale order product recommendation domain* Example: ``[(\"product_type\", \"!=\" \"service\")]``\n\nUsage\n=====\n\nTo use this module, you need to:\n\n#. Create a new sale order.\n#. Assign its customer.\n#. Press *Recommended Products* button.\n#. Configure the recommendations parameters.\n#. Press *Get recommendations* button.\n#. Add products into the opened wizard.\n#. Press *Accept*.\n\nBug Tracker\n===========\n\nBugs are tracked on `GitHub Issues <https://github.com/OCA/sale-workflow/issues>`_.\nIn case of trouble, please check there if your issue has already been reported.\nIf you spotted it first, help us to smash it by providing a detailed and welcomed\n`feedback <https://github.com/OCA/sale-workflow/issues/new?body=module:%20sale_order_product_recommendation%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.\n\nDo not contact contributors directly about support or help with technical issues.\n\nCredits\n=======\n\nAuthors\n~~~~~~~\n\n* Tecnativa\n\nContributors\n~~~~~~~~~~~~\n\n* `Tecnativa <https://www.tecnativa.com>`_:\n\n * Jairo Llopis\n * David Vidal\n * Alexandre D\u00edaz\n * Pedro M. Baeza\n * Sergio Teruel\n * Carlos Roca\n * V\u00edctor Mart\u00ednez\n\n* `Camptocamp SA <https://www.camptocamp.com>`_:\n\n * Telmo Santos\n\n* `Moduon <https://www.moduon.team>`_:\n\n * Rafael Blasco\n * Gelo Joga\n * Jairo Llopis\n\n* `Trobz <https://www.trobz.com>`_:\n\n * Tris Doan\n\nMaintainers\n~~~~~~~~~~~\n\nThis module is maintained by the OCA.\n\n.. image:: https://odoo-community.org/logo.png\n :alt: Odoo Community Association\n :target: https://odoo-community.org\n\nOCA, or the Odoo Community Association, is a nonprofit organization whose\nmission is to support the collaborative development of Odoo features and\npromote its widespread use.\n\n.. |maintainer-sergio-teruel| image:: https://github.com/sergio-teruel.png?size=40px\n :target: https://github.com/sergio-teruel\n :alt: sergio-teruel\n.. |maintainer-rafaelbn| image:: https://github.com/rafaelbn.png?size=40px\n :target: https://github.com/rafaelbn\n :alt: rafaelbn\n.. |maintainer-yajo| image:: https://github.com/yajo.png?size=40px\n :target: https://github.com/yajo\n :alt: yajo\n\nCurrent `maintainers <https://odoo-community.org/page/maintainer-role>`__:\n\n|maintainer-sergio-teruel| |maintainer-rafaelbn| |maintainer-yajo| \n\nThis module is part of the `OCA/sale-workflow <https://github.com/OCA/sale-workflow/tree/16.0/sale_order_product_recommendation>`_ project on GitHub.\n\nYou are welcome to contribute. 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