==========================================
Create event quotations from opportunities
==========================================
.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
.. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png
:target: https://odoo-community.org/page/development-status
:alt: Production/Stable
.. |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%2Fevent-lightgray.png?logo=github
:target: https://github.com/OCA/event/tree/12.0/sale_crm_event_reservation
:alt: OCA/event
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/event-12-0/event-12-0-sale_crm_event_reservation
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
:target: https://runbot.odoo-community.org/runbot/199/12.0
:alt: Try me on Runbot
|badge1| |badge2| |badge3| |badge4| |badge5|
This module extends the functionality of *crm_event*, *event_sale_reservation*
and *sale_crm* to support fast generation of event quotations from
opportunities and to allow you to sell events like a boss.
**Table of contents**
.. contents::
:local:
Installation
============
To install this module, you need to:
#. Install *crm_event* and *event_sale_reservation* from
https://github.com/OCA/event.
Configuration
=============
To make use of this module, a user needs these minimal permissions:
- Sales / User: Own Documents Only
- Events / User
Usage
=====
To use this module, you need to:
#. Go to *CRM > My Pipeline*.
#. Create one opportunity.
#. Set basic fields.
#. Set *Customer*, *Event type* and *Seats Wanted*.
#. Click on *New Event Quotation*.
A wizard will open. If you want to register the customer in an scheduled event:
#. Select *Mode = Register in scheduled event*.
#. Select *Event* and *Ticket*
#. Click on *Generate quotation*
Instead, if you want to reserve some seats for the customer in some upcoming event:
#. Select *Mode = Reserve upcoming event*.
#. Select *Product*, which must be a reservation product for the chosen event type.
#. Click on *Generate quotation*
In either case, you will be presented with a sale order created just for you.
Bug Tracker
===========
Bugs are tracked on `GitHub Issues <https://github.com/OCA/event/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/event/issues/new?body=module:%20sale_crm_event_reservation%0Aversion:%2012.0%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
~~~~~~~~~~~~
* Jairo Llopis <jairo.llopis@tecnativa.com> (https://www.tecnativa.com)
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/event <https://github.com/OCA/event/tree/12.0/sale_crm_event_reservation>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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"description": "==========================================\nCreate event quotations from opportunities\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-Production%2FStable-green.png\n :target: https://odoo-community.org/page/development-status\n :alt: Production/Stable\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%2Fevent-lightgray.png?logo=github\n :target: https://github.com/OCA/event/tree/12.0/sale_crm_event_reservation\n :alt: OCA/event\n.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png\n :target: https://translation.odoo-community.org/projects/event-12-0/event-12-0-sale_crm_event_reservation\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/199/12.0\n :alt: Try me on Runbot\n\n|badge1| |badge2| |badge3| |badge4| |badge5| \n\nThis module extends the functionality of *crm_event*, *event_sale_reservation*\nand *sale_crm* to support fast generation of event quotations from\nopportunities and to allow you to sell events like a boss.\n\n**Table of contents**\n\n.. contents::\n :local:\n\nInstallation\n============\n\nTo install this module, you need to:\n\n#. Install *crm_event* and *event_sale_reservation* from\n https://github.com/OCA/event.\n\nConfiguration\n=============\n\nTo make use of this module, a user needs these minimal permissions:\n\n- Sales / User: Own Documents Only\n- Events / User\n\nUsage\n=====\n\nTo use this module, you need to:\n\n#. Go to *CRM > My Pipeline*.\n#. Create one opportunity.\n#. Set basic fields.\n#. Set *Customer*, *Event type* and *Seats Wanted*.\n#. Click on *New Event Quotation*.\n\nA wizard will open. If you want to register the customer in an scheduled event:\n\n#. Select *Mode = Register in scheduled event*.\n#. Select *Event* and *Ticket*\n#. Click on *Generate quotation*\n\nInstead, if you want to reserve some seats for the customer in some upcoming event:\n\n#. Select *Mode = Reserve upcoming event*.\n#. Select *Product*, which must be a reservation product for the chosen event type.\n#. Click on *Generate quotation*\n\nIn either case, you will be presented with a sale order created just for you.\n\nBug Tracker\n===========\n\nBugs are tracked on `GitHub Issues <https://github.com/OCA/event/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/event/issues/new?body=module:%20sale_crm_event_reservation%0Aversion:%2012.0%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* Jairo Llopis <jairo.llopis@tecnativa.com> (https://www.tecnativa.com)\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/event <https://github.com/OCA/event/tree/12.0/sale_crm_event_reservation>`_ 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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