======================
Survey sale generation
======================
..
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!! This file is generated by oca-gen-addon-readme !!
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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%2Fsurvey-lightgray.png?logo=github
:target: https://github.com/OCA/survey/tree/15.0/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-15-0/survey-15-0-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=15.0
: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.
#. Go to *Surveys* and choose an existing one or create it.
#. In the *Options* tab, *Sales* group, set *Generate Quotations* on.
#. 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:
#. In the *Answers* tab choose the linked products.
#. The resulting quotation will have as many items of that products as the user defines.
For *Multiple choice: only one answer*:
#. In the *Answers* tab link multiple products to every given choice.
#. The resulting quotation will have the products linked to the survey user's choice.
For *Multiple choice: multiple answers allowed*:
#. In the *Answers* tab link products to every given choice.
#. The resulting quotation will have the products linked to the survey user's choices.
#. 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:
#. In the *Options* tab of the questions go to the *Sales* section.
#. 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:
#. In the *Options* tab of the questions go to the *Sales* section.
#. 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:%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>`_
* David Vidal
* 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-chienandalu| image:: https://github.com/chienandalu.png?size=40px
:target: https://github.com/chienandalu
:alt: chienandalu
Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
|maintainer-chienandalu|
This module is part of the `OCA/survey <https://github.com/OCA/survey/tree/15.0/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": "======================\nSurvey sale generation\n======================\n\n.. \n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! This file is generated by oca-gen-addon-readme !!\n !! changes will be overwritten. !!\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! source digest: sha256:384be37a7dc13aedb3a5820a3c12c8f58dfc13b919f84f5665ca667fbb23b9bd\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%2Fsurvey-lightgray.png?logo=github\n :target: https://github.com/OCA/survey/tree/15.0/survey_sale_generation\n :alt: OCA/survey\n.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png\n :target: https://translation.odoo-community.org/projects/survey-15-0/survey-15-0-survey_sale_generation\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/survey&target_branch=15.0\n :alt: Try me on Runboat\n\n|badge1| |badge2| |badge3| |badge4| |badge5|\n\nThis module allows to generate quotations from surveys submits.\n\n**Table of contents**\n\n.. contents::\n :local:\n\nConfiguration\n=============\n\nYou can configure either a new or an existing survey.\n\n#. Go to *Surveys* and choose an existing one or create it.\n#. In the *Options* tab, *Sales* group, set *Generate Quotations* on.\n#. 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\n#. In the *Answers* tab choose the linked products.\n#. The resulting quotation will have as many items of that products as the user defines.\n\nFor *Multiple choice: only one answer*:\n\n#. In the *Answers* tab link multiple products to every given choice.\n#. The resulting quotation will have the products linked to the survey user's choice.\n\nFor *Multiple choice: multiple answers allowed*:\n\n#. In the *Answers* tab link products to every given choice.\n#. The resulting quotation will have the products linked to the survey user's choices.\n#. By default a unit of product will be added per answer to the quotation. If you want\n to set a variable choice, you can link a numeric question that will act as multiplier.\n\nWhen the survey is submited an internal message is generated in the resulting quotation\nwith a link to the user answers. Optionally, you can configure some of the questions so\ntheir input values are shown in such message. This way it can be easier to track some\nrelevant infos concerning the request. To do so:\n\n#. In the *Options* tab of the questions go to the *Sales* section.\n#. Set *Show in sale order comment* on if you want those answers on the internal\n notification.\n\nIf you want the generated quotation to use a quotation template you can either:\n\n- Choose it from the general survey options: *Sale Order Template*.\n- In a single answer question, choose set the quotation depending on the answer.\n\nThe answer value will prevail over the general option.\n\nYou can also configure the survey to send the quotation to the customer by mail. When doing\nso, you can choose a mail template or use the default one.\n\nIf you want to fill sale fields from the answers:\n\n#. In the *Options* tab of the questions go to the *Sales* section.\n#. Set *Sale the sale field* you want to fill with the given answer.\n\nUsage\n=====\n\nOnce the survey is configured, the users can fill them up as usual. The quotations will\nbe generated according to the survey users' choices.\n\nBug Tracker\n===========\n\nBugs are tracked on `GitHub Issues <https://github.com/OCA/survey/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/survey/issues/new?body=module:%20survey_sale_generation%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 * David Vidal\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-chienandalu| image:: https://github.com/chienandalu.png?size=40px\n :target: https://github.com/chienandalu\n :alt: chienandalu\n\nCurrent `maintainer <https://odoo-community.org/page/maintainer-role>`__:\n\n|maintainer-chienandalu| \n\nThis module is part of the `OCA/survey <https://github.com/OCA/survey/tree/15.0/survey_sale_generation>`_ project on GitHub.\n\nYou are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.\n",
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