odoo-addon-sale-resource-booking


Nameodoo-addon-sale-resource-booking JSON
Version 15.0.1.0.0.2 PyPI version JSON
download
home_pagehttps://github.com/OCA/sale-workflow
SummaryLink resource bookings with sales
upload_time2023-04-10 14:39:19
maintainer
docs_urlNone
authorTecnativa, Odoo Community Association (OCA)
requires_python>=3.8
licenseAGPL-3
keywords
VCS
bugtrack_url
requirements No requirements were recorded.
Travis-CI No Travis.
coveralls test coverage No coveralls.
            ======================
Sell resource bookings
======================

.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
   !! This file is generated by oca-gen-addon-readme !!
   !! changes will be overwritten.                   !!
   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |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/15.0/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-15-0/sale-workflow-15-0-sale_resource_booking
    :alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
    :target: https://runbot.odoo-community.org/runbot/167/15.0
    :alt: Try me on Runbot

|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:

#. Go to *Resource bookings > Types* and pick one.
#. Click *Quote*.
#. Fill the values from that wizard.
#. 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:

#. Install ``sale_management``.
#. Go to *Sales > Products > Products*.
#. Create one.
#. Go to the *Sales* tab.
#. Under *Resource Bookings*, select one *Booking type*.
#. 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 smashing it by providing a detailed and welcomed
`feedback <https://github.com/OCA/sale-workflow/issues/new?body=module:%20sale_resource_booking%0Aversion:%2015.0%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

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/15.0/sale_resource_booking>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.



            

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    "description": "======================\nSell resource bookings\n======================\n\n.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n   !! This file is generated by oca-gen-addon-readme !!\n   !! changes will be overwritten.                   !!\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/15.0/sale_resource_booking\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-15-0/sale-workflow-15-0-sale_resource_booking\n    :alt: Translate me on Weblate\n.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png\n    :target: https://runbot.odoo-community.org/runbot/167/15.0\n    :alt: Try me on Runbot\n\n|badge1| |badge2| |badge3| |badge4| |badge5| \n\nThis module extends the functionality of sale and resource bookings to support\ncreating pending resource bookings automatically when confirming a sale order\nand to allow you to generate those sale orders easily from a resource booking\ntype.\n\n**Table of contents**\n\n.. contents::\n   :local:\n\nInstallation\n============\n\nTo have a nice UI to manage quotations and sales orders, install\n``sale_management``. However, this is not strictly required.\n\nConfiguration\n=============\n\nTo enjoy all features from this module, you need these permissions:\n\n* Sales / User: Own Documents Only\n* Resource Booking / User\n\nUsage\n=====\n\nTo quote one resource booking quickly, you need to:\n\n#. Go to *Resource bookings > Types* and pick one.\n#. Click *Quote*.\n#. Fill the values from that wizard.\n#. Click on *Generate quotation*.\n\nIn the wizard, one of the things you need to indicate is the product. With this\nmodule, products can be linked to resource booking types (and, optionally,\ncombinations). When such product is sold and the sale order is confirmed, a new\nbooking is created automatically (in pending state).\n\nIf you need to pre-create those pending bookings when the quotation is not yet\nconfirmed, you can also do that with the *Sync bookings* button in the\nquotation form.\n\nA booking can only be confirmed if its sale order is confirmed, when there is\none.\n\nTo create one of such products:\n\n#. Install ``sale_management``.\n#. Go to *Sales > Products > Products*.\n#. Create one.\n#. Go to the *Sales* tab.\n#. Under *Resource Bookings*, select one *Booking type*.\n#. Optionally, select a *Resource combination* to be assigned by default.\n\nWhen you confirm a quotation that includes some products related to resource\nbooking types, you will see a wizard that will help you update quickly those\nbookings' values, and invite requesters to schedule them. If you skip it, you\ncan do it later with the bookings just created.\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 smashing it by providing a detailed and welcomed\n`feedback <https://github.com/OCA/sale-workflow/issues/new?body=module:%20sale_resource_booking%0Aversion:%2015.0%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  * Stefan Ungureanu\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-Yajo| image:: https://github.com/Yajo.png?size=40px\n    :target: https://github.com/Yajo\n    :alt: Yajo\n\nCurrent `maintainer <https://odoo-community.org/page/maintainer-role>`__:\n\n|maintainer-Yajo| \n\nThis module is part of the `OCA/sale-workflow <https://github.com/OCA/sale-workflow/tree/15.0/sale_resource_booking>`_ project on GitHub.\n\nYou are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.\n\n\n",
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