<h1 class="title">Sale planner calendar</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/sale-workflow/tree/15.0/sale_planner_calendar"><img alt="OCA/sale-workflow" src="https://img.shields.io/badge/github-OCA%2Fsale--workflow-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/sale-workflow-15-0/sale-workflow-15-0-sale_planner_calendar"><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/167/15.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p> <p>This module allows to manage commercial visits to partners by using recurrence events.</p> <p><strong>Table of contents</strong></p> <div class="contents local topic" id="contents"> <ul class="simple"> <li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li> <li><a class="reference internal" href="#usage" id="id2">Usage</a></li> <li><a class="reference internal" href="#bug-tracker" id="id3">Bug Tracker</a></li> <li><a class="reference internal" href="#credits" id="id4">Credits</a><ul> <li><a class="reference internal" href="#authors" id="id5">Authors</a></li> <li><a class="reference internal" href="#contributors" id="id6">Contributors</a></li> <li><a class="reference internal" href="#maintainers" id="id7">Maintainers</a></li> </ul> </li> </ul> </div> <a name="configuration"></a> <h2><a class="toc-backref" href="#id1">Configuration</a></h2> <p>You can find the following configurations in the settings:</p> <ol class="arabic simple"> <li><strong>Subscriptions Backward Days</strong>: Backward days to search documents to update subscriptions.</li> <li><strong>Sale Planner Forward Months</strong>: Forward months to create calendar events.</li> <li><strong>Send invitation to attendees</strong>: Send invitations to attendees when a planner event is created.</li> <li><strong>Sale planner order cut hour</strong>: Time of the next day until which orders of the current day are assigned.</li> <li><strong>Calendar event max duration</strong>: Show a warning message when duration is more than this time. Set 00:00 to disable warning.</li> </ol> <a name="usage"></a> <h2><a class="toc-backref" href="#id2">Usage</a></h2> <p>You can create now the recurrent events directly from the partners by clicking next smart button:</p> <img alt="https://raw.githubusercontent.com/OCA/sale-workflow/15.0/sale_planner_calendar/static/img/smart_button.png" src="https://raw.githubusercontent.com/OCA/sale-workflow/15.0/sale_planner_calendar/static/img/smart_button.png" /> <p>By default the end of the recurrence is set by the settings field <strong>Sale Planner Forward Months</strong>.</p> <p>You can manage this new recurrent events from <em>Calendar planner</em> menu entry.</p> <img alt="https://raw.githubusercontent.com/OCA/sale-workflow/15.0/sale_planner_calendar/static/img/menu_entry.png" src="https://raw.githubusercontent.com/OCA/sale-workflow/15.0/sale_planner_calendar/static/img/menu_entry.png" /> <p>On the first window, you will find a summary of the events that the user has to do today.</p> <p>By going to <em>Calendar planner &gt; Calendar events</em> you will have two options:</p> <ol class="arabic simple"> <li>View the calendar events related to your user (<em>My Calendar</em>).</li> <li>View your base events related to the recurrences (<em>Recurrent calendar events</em>).</li> </ol> <p>Finally on <em>Calendar planner &gt; Wizards</em> you will have again two options:</p> <ol class="arabic simple"> <li>You can change the hour of the start of all the events related to a recurrency by using <em>Sale planner calendar wizard</em>.</li> <li>You can change the salesperson assigned to events related to a period of time by using the wizard <em>Reassignment of salesperson</em>.</li> </ol> <a name="bug-tracker"></a> <h2><a class="toc-backref" href="#id3">Bug Tracker</a></h2> <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/sale-workflow/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/sale-workflow/issues/new?body=module:%20sale_planner_calendar%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="#id4">Credits</a></h2> <a name="authors"></a> <h3><a class="toc-backref" href="#id5">Authors</a></h3> <ul class="simple"> <li>Tecnativa</li> </ul> <a name="contributors"></a> <h3><a class="toc-backref" href="#id6">Contributors</a></h3> <ul class="simple"> <li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:<ul> <li>Sergio Teruel</li> <li>Carlos Dauden</li> <li>Carlos Roca</li> </ul> </li> </ul> <a name="maintainers"></a> <h3><a class="toc-backref" href="#id7">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>This module is part of the <a class="reference external" href="https://github.com/OCA/sale-workflow/tree/15.0/sale_planner_calendar">OCA/sale-workflow</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>