=====================
Sale planner calendar
=====================
..
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.. |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_planner_calendar
:alt: OCA/sale-workflow
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:target: https://translation.odoo-community.org/projects/sale-workflow-16-0/sale-workflow-16-0-sale_planner_calendar
: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
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This module allows to manage commercial visits to partners by using recurrence events.
**Table of contents**
.. contents::
:local:
Configuration
=============
You can find the following configurations in the settings:
#. **Subscriptions Backward Days**: Backward days to search documents to update
subscriptions.
#. **Sale Planner Forward Months**: Forward months to create calendar events.
#. **Send invitation to attendees**: Send invitations to attendees when a planner event
is created.
#. **Sale planner order cut hour**: Time of the next day until which orders of the
current day are assigned.
#. **Calendar event max duration**: Show a warning message when duration is more than
this time. Set 00:00 to disable warning.
Other setting are available with system parameters
#. **Sale order partner** when a so is created from a event planned. You can create or
update the system parameter **sale_planner_calendar.create_so_to_commercial_partner**
with True value to create the sale order to commercial partner instead of partner
Usage
=====
You can create now the recurrent events directly from the partners by clicking next
smart button:
.. image:: https://raw.githubusercontent.com/OCA/sale-workflow/16.0/sale_planner_calendar/static/img/smart_button.png
By default the end of the recurrence is set by the settings field
**Sale Planner Forward Months**.
You can manage this new recurrent events from *Calendar planner* menu entry.
.. image:: https://raw.githubusercontent.com/OCA/sale-workflow/16.0/sale_planner_calendar/static/img/menu_entry.png
On the first window, you will find a summary of the events that the user has to do
today.
By going to *Calendar planner > Calendar events* you will have two options:
#. View the calendar events related to your user (*My Calendar*).
#. View your base events related to the recurrences (*Recurrent calendar events*).
Finally on *Calendar planner > Wizards* you will have again two options:
#. You can change the hour of the start of all the events related to a recurrency by using
*Sale planner calendar wizard*.
#. You can change the salesperson assigned to events related to a period of time by using
the wizard *Reassignment of salesperson*.
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_planner_calendar%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>`__:
* Sergio Teruel
* Carlos Dauden
* Carlos Roca
* Pilar Vargas
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.
This module is part of the `OCA/sale-workflow <https://github.com/OCA/sale-workflow/tree/16.0/sale_planner_calendar>`_ 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 planner calendar\n=====================\n\n.. \n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! This file is generated by oca-gen-addon-readme !!\n !! changes will be overwritten. !!\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! source digest: sha256:747bed6290e66ea7c79266c092c4fe11c5ee105c59d0df6865a0a6f2ab70d265\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_planner_calendar\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_planner_calendar\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 allows to manage commercial visits to partners by using recurrence events.\n\n**Table of contents**\n\n.. contents::\n :local:\n\nConfiguration\n=============\n\nYou can find the following configurations in the settings:\n\n#. **Subscriptions Backward Days**: Backward days to search documents to update\n subscriptions.\n\n#. **Sale Planner Forward Months**: Forward months to create calendar events.\n\n#. **Send invitation to attendees**: Send invitations to attendees when a planner event\n is created.\n\n#. **Sale planner order cut hour**: Time of the next day until which orders of the\n current day are assigned.\n\n#. **Calendar event max duration**: Show a warning message when duration is more than\n this time. Set 00:00 to disable warning.\n\nOther setting are available with system parameters\n\n#. **Sale order partner** when a so is created from a event planned. You can create or\n update the system parameter **sale_planner_calendar.create_so_to_commercial_partner**\n with True value to create the sale order to commercial partner instead of partner\n\nUsage\n=====\n\nYou can create now the recurrent events directly from the partners by clicking next\nsmart button:\n\n.. image:: https://raw.githubusercontent.com/OCA/sale-workflow/16.0/sale_planner_calendar/static/img/smart_button.png\n\nBy default the end of the recurrence is set by the settings field\n**Sale Planner Forward Months**.\n\nYou can manage this new recurrent events from *Calendar planner* menu entry.\n\n.. image:: https://raw.githubusercontent.com/OCA/sale-workflow/16.0/sale_planner_calendar/static/img/menu_entry.png\n\nOn the first window, you will find a summary of the events that the user has to do\ntoday.\n\nBy going to *Calendar planner > Calendar events* you will have two options:\n\n#. View the calendar events related to your user (*My Calendar*).\n\n#. View your base events related to the recurrences (*Recurrent calendar events*).\n\nFinally on *Calendar planner > Wizards* you will have again two options:\n\n#. You can change the hour of the start of all the events related to a recurrency by using\n *Sale planner calendar wizard*.\n\n#. You can change the salesperson assigned to events related to a period of time by using\n the wizard *Reassignment of salesperson*.\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_planner_calendar%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 * Sergio Teruel\n * Carlos Dauden\n * Carlos Roca\n * Pilar Vargas\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\nThis module is part of the `OCA/sale-workflow <https://github.com/OCA/sale-workflow/tree/16.0/sale_planner_calendar>`_ project on GitHub.\n\nYou are welcome to contribute. 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