.. image:: https://odoo-community.org/readme-banner-image
:target: https://odoo-community.org/get-involved?utm_source=readme
:alt: Odoo Community Association
======================
Survey sale generation
======================
..
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:alt: Beta
.. |badge2| image:: https://img.shields.io/badge/license-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%2Fsurvey-lightgray.png?logo=github
:target: https://github.com/OCA/survey/tree/17.0/survey_sale_generation
:alt: OCA/survey
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/survey-17-0/survey-17-0-survey_sale_generation
: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/survey&target_branch=17.0
:alt: Try me on Runboat
|badge1| |badge2| |badge3| |badge4| |badge5|
This module allows to generate quotations from surveys submits.
**Table of contents**
.. contents::
:local:
Configuration
=============
You can configure either a new or an existing survey.
1. Go to *Surveys* and choose an existing one or create it.
2. In the *Options* tab, *Sales* group, set *Generate Quotations* on.
3. You can set your preferred sales team for the generated quotations.
Now you'll have to configure the products linked to the questions.
For *Numerical value* questions:
1. In the *Answers* tab choose the linked products.
2. The resulting quotation will have as many items of that products as
the user defines.
For *Multiple choice: only one answer*:
1. In the *Answers* tab link multiple products to every given choice.
2. The resulting quotation will have the products linked to the survey
user's choice.
For *Multiple choice: multiple answers allowed*:
1. In the *Answers* tab link products to every given choice.
2. The resulting quotation will have the products linked to the survey
user's choices.
3. By default a unit of product will be added per answer to the
quotation. If you want to set a variable choice, you can link a
numeric question that will act as multiplier.
When the survey is submited an internal message is generated in the
resulting quotation with a link to the user answers. Optionally, you can
configure some of the questions so their input values are shown in such
message. This way it can be easier to track some relevant infos
concerning the request. To do so:
1. In the *Options* tab of the questions go to the *Sales* section.
2. Set *Show in sale order comment* on if you want those answers on the
internal notification.
If you want the generated quotation to use a quotation template you can
either:
- Choose it from the general survey options: *Sale Order Template*.
- In a single answer question, choose set the quotation depending on the
answer.
The answer value will prevail over the general option.
You can also configure the survey to send the quotation to the customer
by mail. When doing so, you can choose a mail template or use the
default one.
If you want to fill sale fields from the answers:
1. In the *Options* tab of the questions go to the *Sales* section.
2. Set *Sale the sale field* you want to fill with the given answer.
Usage
=====
Once the survey is configured, the users can fill them up as usual. The
quotations will be generated according to the survey users' choices.
Bug Tracker
===========
Bugs are tracked on `GitHub Issues <https://github.com/OCA/survey/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/survey/issues/new?body=module:%20survey_sale_generation%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>`__
- David Vidal
- Stefan Ungureanu
- 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.
.. |maintainer-pilarvargas-tecnativa| image:: https://github.com/pilarvargas-tecnativa.png?size=40px
:target: https://github.com/pilarvargas-tecnativa
:alt: pilarvargas-tecnativa
Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
|maintainer-pilarvargas-tecnativa|
This module is part of the `OCA/survey <https://github.com/OCA/survey/tree/17.0/survey_sale_generation>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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"description": ".. image:: https://odoo-community.org/readme-banner-image\n :target: https://odoo-community.org/get-involved?utm_source=readme\n :alt: Odoo Community Association\n\n======================\nSurvey sale generation\n======================\n\n.. \n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! 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Go to *Surveys* and choose an existing one or create it.\n2. In the *Options* tab, *Sales* group, set *Generate Quotations* on.\n3. You can set your preferred sales team for the generated quotations.\n\nNow you'll have to configure the products linked to the questions.\n\nFor *Numerical value* questions:\n\n1. In the *Answers* tab choose the linked products.\n2. The resulting quotation will have as many items of that products as\n the user defines.\n\nFor *Multiple choice: only one answer*:\n\n1. In the *Answers* tab link multiple products to every given choice.\n2. The resulting quotation will have the products linked to the survey\n user's choice.\n\nFor *Multiple choice: multiple answers allowed*:\n\n1. In the *Answers* tab link products to every given choice.\n2. The resulting quotation will have the products linked to the survey\n user's choices.\n3. By default a unit of product will be added per answer to the\n quotation. 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