<h1 class="title">Create event quotations from opportunities</h1> <p><a class="reference external image-reference" 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 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.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/event/tree/15.0/sale_crm_event_reservation"><img alt="OCA/event" src="https://img.shields.io/badge/github-OCA%2Fevent-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/event-15-0/event-15-0-sale_crm_event_reservation"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runbot.odoo-community.org/runbot/199/15.0"><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 <em>crm_event</em>, <em>event_sale_reservation</em> and <em>sale_crm</em> to support fast generation of event quotations from opportunities and to allow you to sell events like a boss.</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="#bug-tracker" id="id4">Bug Tracker</a></li> <li><a class="reference internal" href="#credits" id="id5">Credits</a><ul> <li><a class="reference internal" href="#authors" id="id6">Authors</a></li> <li><a class="reference internal" href="#contributors" id="id7">Contributors</a></li> <li><a class="reference internal" href="#maintainers" id="id8">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 <em>crm_event</em> and <em>event_sale_reservation</em> from <a class="reference external" href="https://github.com/OCA/event">https://github.com/OCA/event</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 use this module, you need to:</p> <ol class="arabic simple"> <li>Go to <em>CRM &gt; My Pipeline</em>.</li> <li>Create one opportunity.</li> <li>Set basic fields.</li> <li>Set <em>Customer</em>, <em>Event type</em> and <em>Seats Wanted</em>.</li> <li>Click on <em>New Event Quotation</em>.</li> </ol> <p>A wizard will open. If you want to register the customer in an scheduled event:</p> <ol class="arabic simple"> <li>Select <em>Mode = Register in scheduled event</em>.</li> <li>Select <em>Event</em> and <em>Ticket</em></li> <li>Click on <em>Generate quotation</em></li> </ol> <p>Instead, if you want to reserve some seats for the customer in some upcoming event:</p> <ol class="arabic simple"> <li>Select <em>Mode = Reserve upcoming event</em>.</li> <li>Select <em>Product</em>, which must be a reservation product for the chosen event type.</li> <li>Click on <em>Generate quotation</em></li> </ol> <p>In either case, you will be presented with a sale order created just for you.</p> <a name="bug-tracker"></a> <h2><a class="toc-backref" href="#id4">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:%20sale_crm_event_reservation%0Aversion:%2015.0%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="#id5">Credits</a></h2> <a name="authors"></a> <h3><a class="toc-backref" href="#id6">Authors</a></h3> <ul class="simple"> <li>Tecnativa</li> </ul> <a name="contributors"></a> <h3><a class="toc-backref" href="#id7">Contributors</a></h3> <ul class="simple"> <li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:<ul> <li>Jairo Llopis</li> <li>Stefan Ungureanu</li> </ul> </li> </ul> <a name="maintainers"></a> <h3><a class="toc-backref" href="#id8">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 image-reference" 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/15.0/sale_crm_event_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>