Author: |
scosist |
License: |
AGPL-3 |
Branch: |
10.0 |
Repository: |
asphaltzipper/azi-odoo-modules |
Dependencies: |
base,
crm,
and
sales_team |
Languages: |
HTML (108, 17.0%),
Python (169, 26.6%),
XML (275, 43.3%),
and
reStructuredText (83, 13.1%) |
Other branches: |
10.0-financial-statements,
12.0,
8.0,
9.0,
and
master |
Other repositories: |
Abdullah-Alghoul/azi-odoo-modules,
Guobower/azi-odoo-modules,
Heri-Founder/azi-odoo-modules,
IbiksRiad/azi-odoo-modules,
JohnLYH/azi-odoo-modules,
RL-OtherApps/azi-odoo-modules,
consultingerp/engineering_bom,
developers-zone/azi-odoo-modules,
digitalsatori/azi-odoo-modules,
haylahi/azi-odoo-modules,
jaronemo/azi-odoo-modules,
likaiyuan/azi-odoo-modules,
michaelslade54/azi-odoo-modules,
and
railsuser2014/azi-odoo-modules |
<a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.svg">
</a>
<a name="sales-team-region"></a>
<h2>sales_team_region</h2>
<p>This module extends the functionality of <em>Sales Teams</em> to support <em>Sales
Regions</em> with <em>Sales Region Team Types</em> which allow you to assign a <em>Region Team
Type</em> to a <em>Sales Region</em>, a <em>Sales Region</em> to a <em>Sales Team</em>, and <em>Sales
Team(s)</em> to a <em>Customer</em>.</p>
<p><em>Sales Team Regions</em> may consist of <em>Country Groups</em>, <em>Countries</em>, and/or
<em>States</em>.</p>
<p><em>Regions</em> are restricted from overlapping within the same <em>Sales Region Team
Type</em>.</p>
<a name="installation"></a>
<h3>Installation</h3>
<p>To install this module, you need to:</p>
<ol class="arabic">
<li><p class="first">Clone the azi-odoo-modules repository on your Odoo server.</p>
<ul class="simple">
<li><code>$ git clone https://github.com/asphaltzipper/azi-odoo-modules</code></li>
</ul>
</li>
<li><p class="first">Add the new module repository to your Odoo configuration.</p>
<ul>
<li><p class="first">Append the new repository path to the <em>addons path</em> configuration
variable.</p>
<blockquote>
<ul class="simple">
<li>e.g. <code>addons_path = /opt/odoo/odoo/addons,/opt/odoo/azi-odoo-modules</code></li>
<li>e.g. <code>$ ./odoo-bin --addons-path="./addons,/opt/odoo/azi-odoo-modules"</code></li>
</ul>
</blockquote>
</li>
</ul>
</li>
<li><p class="first">Restart Odoo.</p>
</li>
<li><p class="first">Go to the menu <em>Apps > Apps</em> and search for "sales_team_region"
* Install the <em>sales_team_region</em> module.</p>
</li>
</ol>
<a name="configuration"></a>
<h3>Configuration</h3>
<p>To configure this module, you need to:</p>
<ol class="arabic simple">
<li>Go to the menu <em>Sales > Configuration > Sales Region Types</em> and create
multiple <em>Region Team Types</em> if you have multiple types of <em>Sales Teams</em> and
need geographically overlapping <em>Regions</em>.</li>
<li>Go to the menu <em>Sales > Configuration > Sales Regions</em> and create one or
more <em>Regions</em>. <em>Regions</em> can consist of <em>Country Groups</em>, <em>Countries</em> and/or
<em>States</em>.</li>
</ol>
<a name="usage"></a>
<h3>Usage</h3>
<p>To use this module, you need to:</p>
<ol class="arabic">
<li><p class="first">Go to the menu <em>Sales > Configuration > Sales Teams</em> and assign a <em>Sales
Region</em> to each <em>Sales Team</em>.</p>
</li>
<li><p class="first">Go to the menu <em>Sales > Sales > Customers</em> and assign <em>Sales Team(s)</em> to
<em>Customers</em>.</p>
<blockquote>
<ul class="simple">
<li>To create and categorically assign <em>Industries</em> to <em>Sales Teams</em> and
<em>Customers</em> see the <a class="reference external" href="https://github.com/asphaltzipper/azi-odoo-modules/tree/master/sales_team_industry">sales_team_industry</a>
module.</li>
<li>For automatic assignment of <em>Sales Teams</em> to <em>Customers</em> see the
<a class="reference external" href="https://github.com/asphaltzipper/azi-odoo-modules/tree/master/sales_team_auto_assign">sales_team_auto_assign</a>
module.</li>
</ul>
</blockquote>
</li>
</ol>
<a name="known-issues-roadmap"></a>
<h3>Known issues / Roadmap</h3>
<ul class="simple">
<li>If you want to move a region member (<em>Country Group</em>, <em>Country</em>, or <em>State</em>)
from one region to another (within the same <em>Region Team Type</em>), you will
either have to refresh the page <strong>or</strong> go to the top level menu in Odoo before
going back into <em>Sales > Configuration > Sales Regions</em> in order for the
member to be available for reassignment after removing it from the original
region.</li>
</ul>
<p>Possible <a class="reference external" href="https://github.com/asphaltzipper/azi-odoo-modules/issues?utf8=%E2%9C%93&q=is%3Aissue%20is%3Aopen%20sales_team_region%20">related issues</a>.</p>
<a name="bug-tracker"></a>
<h3>Bug Tracker</h3>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/asphaltzipper/azi-odoo-modules/issues">GitHub Issues</a>. 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 <a class="reference external" href="https://github.com/asphaltzipper/azi-odoo-modules/issues/new?body=module:%20sales_team_region%0Aversion:%209.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<a name="credits"></a>
<h3>Credits</h3>
<a name="contributors"></a>
<h4>Contributors</h4>
<ul class="simple">
<li>Scott Saunders <<a class="reference external" href="mailto:ssaunders@asphaltzipper.com">ssaunders@asphaltzipper.com</a>></li>
</ul>
<a name="funders"></a>
<h4>Funders</h4>
<p>The development of this module has been financially supported by:</p>
<ul class="simple">
<li>Asphalt Zipper, Inc.</li>
</ul>
<a name="maintainer"></a>
<h4>Maintainer</h4>
<a class="reference external image-reference" href="http://asphaltzipper.com"><img alt="Asphalt Zipper, Inc." src="http://asphaltzipper.com/img/elements/logo.png" /></a>
<p>This module is maintained by Asphalt Zipper, Inc.</p>
<p>To contribute to this module, please visit <a class="reference external" href="https://github.com/asphaltzipper/azi-odoo-modules">https://github.com/asphaltzipper/azi-odoo-modules</a>.</p>