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event_sale_reservation

Author: Tecnativa, Odoo Community Association (OCA)
License: AGPL-3
Branch: 13.0
Repository: brain-tec/event
Dependencies: event, event_sale, sale, web_ir_actions_act_multi, and web_ir_actions_act_view_reload
Languages: HTML (421, 33.1%), PO File (105, 8.3%), Python (416, 32.7%), XML (172, 13.5%), and reStructuredText (157, 12.4%)
Other branches: 12.0, and 15.0
Other repositories: Change2improve/event, ERPLibre/event, NeatNerdPrime/event, OCA/event, Tecnativa/event, coopiteasy/event, and kmee/event

<h1 class="title">Sell event reservations</h1> <p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" 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.png" /></a> <a class="reference external" href="https://github.com/OCA/event/tree/13.0/event_sale_reservation"><img alt="OCA/event" src="https://img.shields.io/badge/github-OCA%2Fevent-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/event-13-0/event-13-0-event_sale_reservation"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/199/13.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p> <p>This module extends the functionality of event_sale to support selling reservations of events that still don't exist and to allow you to schedule the creation of events based on how many reservations already exist.</p> <p><strong>Table of contents</strong></p> <div class="contents local topic" id="contents"> <ul class="simple"> <li><a class="reference internal" href="#installation" id="id1">Installation</a></li> <li><a class="reference internal" href="#configuration" id="id2">Configuration</a></li> <li><a class="reference internal" href="#usage" id="id3">Usage</a></li> <li><a class="reference internal" href="#known-issues-roadmap" id="id4">Known issues / Roadmap</a></li> <li><a class="reference internal" href="#bug-tracker" id="id5">Bug Tracker</a></li> <li><a class="reference internal" href="#credits" id="id6">Credits</a><ul> <li><a class="reference internal" href="#authors" id="id7">Authors</a></li> <li><a class="reference internal" href="#contributors" id="id8">Contributors</a></li> <li><a class="reference internal" href="#maintainers" id="id9">Maintainers</a></li> </ul> </li> </ul> </div> <a name="installation"></a> <h2><a class="toc-backref" href="#id1">Installation</a></h2> <p>To install this module, you need to:</p> <ol class="arabic simple"> <li>Install <code>web_ir_actions_act_multi</code> from <a class="reference external" href="https://github.com/OCA/web">https://github.com/OCA/web</a></li> <li>Install <code>web_ir_actions_act_view_reload</code> from <a class="reference external" href="https://github.com/OCA/web">https://github.com/OCA/web</a></li> </ol> <a name="configuration"></a> <h2><a class="toc-backref" href="#id2">Configuration</a></h2> <p>To make use of this module, a user needs these minimal permissions:</p> <ul class="simple"> <li>Sales / User: Own Documents Only</li> <li>Events / User</li> </ul> <a name="usage"></a> <h2><a class="toc-backref" href="#id3">Usage</a></h2> <p>To know how many reservations exist for a given event type:</p> <ol class="arabic simple"> <li>Go to <em>Events &gt; Configuration &gt; Event Categories</em> and pick or create one.</li> <li>There's a new smart button called <em>Reserved seats</em> with that count.</li> <li>Click on it to get to the sales orders where the seats got reserved.</li> </ol> <p>But that counter will be probably zero when you install, so let's see how to increase it.</p> <p>To create an event reservation product:</p> <ol class="arabic simple"> <li>Go to <em>Sales &gt; Products &gt; Products</em>.</li> <li>Create one.</li> <li>Set its basic info (name, price...) and go to <em>Sales</em> tab.</li> <li>Under <em>Events</em>, tick <em>Is an event reservation</em>.</li> <li>Select one <em>Event type for reservations</em>.</li> <li>Save.</li> </ol> <p>From now on, you can sell event reservations for that event type. To do it:</p> <ol class="arabic simple"> <li>Go to <em>Sales &gt; Orders &gt; Quotations</em>.</li> <li>Create one.</li> <li>Set its basic info (customer, date...) and go to <em>Order lines</em> tab.</li> <li>Click <em>Add a product</em>.</li> <li>Select the event reservation product you created above.</li> <li>Set its info (quantity, price...).</li> <li>Save that line and the quotation.</li> </ol> <p>At this point, the reservation is not yet confirmed, so if you go to the event type, the smart button will still count zero.</p> <p>To confirm those reservations:</p> <ol class="arabic simple"> <li>Go to the quotation you just created (if you are not there yet).</li> <li>Click on <em>Confirm</em>.</li> </ol> <p>Now, if you go to the event type form, the smart button will indicate how many reserved seats exist.</p> <p>If you want to convert those reservations into real event registrations:</p> <ol class="arabic simple"> <li>Go to the quotation you just created (if you are not there yet).</li> <li>Click on <em>Register in event</em>.</li> <li>In the wizard you see, set the <em>Event</em> and <em>Event Ticket</em> for all the order lines you want to convert into registrations.</li> <li>If there is any line you still don't want to convert, remove it from the wizard.</li> <li>Click on <em>Next</em>.</li> <li>A new wizard will appear, where you will be able to specify the name, email and phone of each one of the attendees. If you don't do it, they will get that info from the sales order customer.</li> <li>After that's done, click on <em>Apply</em>.</li> </ol> <p>At this point, the sales order lines will be modified to include the ticket product instead of the reservation product, and the event reservations have been created, linked to those lines.</p> <p>If the ticket was free, the registrations are confirmed. Otherwise, they are kept as draft until an invoice is created for the sales order, and paid. But that is just upstream <code>event_sale</code> module in action.</p> <a name="known-issues-roadmap"></a> <h2><a class="toc-backref" href="#id4">Known issues / Roadmap</a></h2> <p>Some addons (event_registration_multi_qty + event_sale_registration_multi_qty) makes totals wrong because they depend currently on count and not sum of qtys; integrating with them would require a glue module.</p> <a name="bug-tracker"></a> <h2><a class="toc-backref" href="#id5">Bug Tracker</a></h2> <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/event/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/OCA/event/issues/new?body=module:%20event_sale_reservation%0Aversion:%2013.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p> <p>Do not contact contributors directly about support or help with technical issues.</p> <a name="credits"></a> <h2><a class="toc-backref" href="#id6">Credits</a></h2> <a name="authors"></a> <h3><a class="toc-backref" href="#id7">Authors</a></h3> <ul class="simple"> <li>Tecnativa</li> </ul> <a name="contributors"></a> <h3><a class="toc-backref" href="#id8">Contributors</a></h3> <ul class="simple"> <li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:<ul> <li>Jairo Llopis</li> </ul> </li> </ul> <a name="maintainers"></a> <h3><a class="toc-backref" href="#id9">Maintainers</a></h3> <p>This module is maintained by the OCA.</p> <a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a> <p>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.</p> <p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p> <p><a class="reference external" href="https://github.com/Yajo"><img alt="Yajo" src="https://github.com/Yajo.png?size=40px" /></a></p> <p>This module is part of the <a class="reference external" href="https://github.com/OCA/event/tree/13.0/event_sale_reservation">OCA/event</a> project on GitHub.</p> <p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>