Author: |
Elico Corp, Odoo Community Association (OCA) |
License: |
AGPL-3 |
Branch: |
8.0 |
Repository: |
akhdaniel/business-requirement |
Dependencies: |
business_requirement_deliverable,
crm,
and
sale_crm |
Languages: |
PO File (160, 22.4%),
Python (393, 55.0%),
XML (115, 16.1%),
and
reStructuredText (47, 6.6%) |
Other branches: |
10.0,
10.0-rm-deprecated-modules,
10.0-weblate,
8.0-weblate,
9.0,
and
9.0-weblate |
Other repositories: |
554513154/business-requirement,
Arpit-SerpentCS/business-requirement,
Change2improve/business-requirement,
Clear-ICT/business-requirement,
Dobtor-OCA/business-requirement,
ERPLibre/business-requirement,
Gofekra/business-requirement,
GrupoAlvamex/business-requirement,
Guobower/business-requirement,
HarshalBhoir/business-requirement,
HengzheLi/business-requirement,
Ingeos/business-requirement,
JoJoJoJoJoJoJo/business-requirement,
MathBenTech/business-requirement,
NeatNerdPrime/business-requirement,
Nikul-Chaudhary/business-requirement,
OCA-MUK/business-requirement,
OCA/business-requirement,
OdooBulgaria/business-requirement,
Omarius1981/business-requirement,
Reinhard-sheng/business-requirement,
Saharaifs/business-requirement,
SanteLibre/business-requirement,
SeuMarco/business-requirement,
Tecnativa/business-requirement,
VisiionSolucionesTecnologicas/business-requirement,
XXXXLM/business-requirement,
YogeshMahera-SerpentCS/business-requirement,
Zhouhao12345/business-requirement,
adolfoeliazat/business-requirement,
ahilali/business-requirement,
apertoso/business-requirement,
apetbiz/business-requirement,
bishalgit/business-requirement,
bmya/business-requirement,
chianggq/business-requirement,
cristinamartinrod/business-requirement,
danger89/business-requirement,
darshan-odoo/business-requirement,
dong-z/business-requirement,
elvirekemajou/business-requirement,
ericflaux/business-requirement,
fausthuang/business-requirement,
gastonfeng/business-requirement,
gorozcoh/business-requirement,
greatontime/business-requirement,
guillermm/business-requirement,
haroldtamo/business-requirement,
iRichGit/business-requirement,
intero-chz/business-requirement,
isoscl/business-requirement,
jason156/business-requirement,
joycehuan/business-requirement,
kodingway/business-requirement,
lambone/business-requirement,
lideritjnma/business-requirement,
lithint/business-requirement,
lonelysun/business-requirement,
loyalcomps/business-requirement,
masking/business-requirement,
mjadily/business-requirement,
necrodevz/business-requirement,
odoosoft/business-requirement,
one2pret/business-requirement,
open-synergy/business-requirement,
osfp-Pakistan/business-requirement,
osiell/business-requirement,
prodweb1/business-requirement,
pscloud/business-requirement,
rsullivan2704/business-requirement,
rubencabrera/business-requirement,
ruter-lyu/business-requirement,
sadeqamin/business-requirement,
sagar-developer-92/business-requirement,
sanube/business-requirement,
seb-elico/business-requirement,
serpentcs-dev1/business-requirement,
sewisoft/business-requirement,
somnangrom/business-requirement,
spacimek/business-requirement,
steingabelgaard/business-requirement,
sudhir-serpentcs/business-requirement,
unitek-solusi/OCA-business-requirement,
valenciaricardos/business-requirement,
vialaurea/OCA-business-requirement,
victormmtorres/business-requirement,
yasmanycastillo/business-requirement,
yf956613/business-requirement,
and
yustas147/business-requirement |
<a class="reference external image-reference" href="https://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="business-requirement-deliverable-crm"></a>
<h2>Business Requirement Deliverable CRM</h2>
<a name="introduction"></a>
<h3>Introduction</h3>
<p>This module is part of a set of modules
(<a class="reference external" href="https://github.com/OCA/business-requirement/blob/8.0/README.md">Business Requirements</a>)</p>
<p>This module adds integration between the CRM and Business Requirement model:</p>
<ul class="simple">
<li>Possibility to link a CRM opportunity to a Master project</li>
<li>Possibility to create a Sales Quotation based on the BR from a Master Project</li>
</ul>
<a name="configuration"></a>
<h3>Configuration</h3>
<p>Button to create the SQ in the opportunity is available for sales user or manager</p>
<a name="usage"></a>
<h3>Usage</h3>
<ol class="arabic simple">
<li>Link your master project in the CRM lead</li>
<li>Create one or several BR with deliverable lines in the master project.</li>
<li>Click on the button "Generate Quotation from Business Requirement" in the
Opportunity</li>
<li>Select update existing or create new one</li>
<li>A quotation is created/updated based on the deliverable lines from all the
BR related to the master project</li>
</ol>
<a class="reference external image-reference" href="https://runbot.odoo-community.org/runbot/222/8.0"><img alt="Try me on Runbot" src="https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas" /></a>
<a name="known-issues-roadmap"></a>
<h3>Known issues / Roadmap</h3>
<ul class="simple">
<li>Integration with online quotation: add the quotation template in the wizard
(currently a workaround is to generate first the quotation, add the template
and then regerenate the quotation)</li>
</ul>
<a name="bug-tracker"></a>
<h3>Bug Tracker</h3>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/business-requirement/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 feedback.</p>
<a name="credits"></a>
<h3>Credits</h3>
<a name="contributors"></a>
<h4>Contributors</h4>
<ul class="simple">
<li>Eric Caudal <<a class="reference external" href="mailto:eric.caudal@elico-corp.com">eric.caudal@elico-corp.com</a>></li>
<li>Alex Duan <<a class="reference external" href="mailto:alex.duan@elico-corp.com">alex.duan@elico-corp.com</a>></li>
<li>Xie XiaoPeng <<a class="reference external" href="mailto:xie.xiaopeng@elico-corp.com">xie.xiaopeng@elico-corp.com</a>></li>
<li>Victor M. Martin <<a class="reference external" href="mailto:victor.martin@elico-corp.com">victor.martin@elico-corp.com</a>></li>
</ul>
<a name="maintainer"></a>
<h4>Maintainer</h4>
<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>This module is maintained by the OCA.</p>
<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>To contribute to this module, please visit <a class="reference external" href="https://odoo-community.org">https://odoo-community.org</a>.</p>