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@@ -17,20 +17,27 @@ Crm Salesperson Planner | |
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html | ||
:alt: License: AGPL-3 | ||
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github | ||
:target: https://github.com/OCA/crm/tree/16.0/crm_salesperson_planner | ||
:target: https://github.com/OCA/crm/tree/17.0/crm_salesperson_planner | ||
:alt: OCA/crm | ||
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png | ||
:target: https://translation.odoo-community.org/projects/crm-16-0/crm-16-0-crm_salesperson_planner | ||
:target: https://translation.odoo-community.org/projects/crm-17-0/crm-17-0-crm_salesperson_planner | ||
:alt: Translate me on Weblate | ||
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png | ||
:target: https://runboat.odoo-community.org/builds?repo=OCA/crm&target_branch=16.0 | ||
:target: https://runboat.odoo-community.org/builds?repo=OCA/crm&target_branch=17.0 | ||
:alt: Try me on Runboat | ||
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||
|badge1| |badge2| |badge3| |badge4| |badge5| | ||
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This application allows you to track and schedule salespeople visits to your customers, allowing you to determine which opportunities are going to be dealt on each visit. Visits create an all day event in calendar, and they can be easily rescheduled. | ||
Visits can be automatically created from a template, in which it is possible to select the frequency of visits, as well as the start and end dates. The last visit can also be calculated by selecting the total number of repetitions. | ||
This module creates a cron that generates visits from templates, but an option to create them manually is available from the template form view when the template is validated. | ||
This application allows you to track and schedule salespeople visits to | ||
your customers, allowing you to determine which opportunities are going | ||
to be dealt on each visit. Visits create an all day event in calendar, | ||
and they can be easily rescheduled. Visits can be automatically created | ||
from a template, in which it is possible to select the frequency of | ||
visits, as well as the start and end dates. The last visit can also be | ||
calculated by selecting the total number of repetitions. This module | ||
creates a cron that generates visits from templates, but an option to | ||
create them manually is available from the template form view when the | ||
template is validated. | ||
|
||
**Table of contents** | ||
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|
@@ -42,54 +49,59 @@ Configuration | |
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To configure this module, you need to: | ||
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||
* Go to new menu **CRM > Configuration > Salesperson Planner > Close Reasons** and create a close reason for 'Cancel' and 'Incident' types. | ||
- Go to new menu **CRM > Configuration > Salesperson Planner > Close | ||
Reasons** and create a close reason for 'Cancel' and 'Incident' | ||
types. | ||
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||
Usage | ||
===== | ||
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||
Go to new menu **CRM > Salesperson Planner > My Visits or All Visits** and create a new visit. | ||
or | ||
Go to **CRM > Salesperson Planner > Visit Templates** and create a new recurring template for create periodical visits. In this case, it is necessary to select a start date. The date of the last repetition can be calculated by selection the total number of repetitions or an end date. | ||
There are two options available to reschedule visits that is already validated: | ||
* Change the date from the visit. | ||
* Change the date straight from the event automatically created in the calendar. | ||
Go to new menu **CRM > Salesperson Planner > My Visits or All Visits** | ||
and create a new visit. or Go to **CRM > Salesperson Planner > Visit | ||
Templates** and create a new recurring template for create periodical | ||
visits. In this case, it is necessary to select a start date. The date | ||
of the last repetition can be calculated by selection the total number | ||
of repetitions or an end date. There are two options available to | ||
reschedule visits that is already validated: \* Change the date from the | ||
visit. \* Change the date straight from the event automatically created | ||
in the calendar. | ||
|
||
Bug Tracker | ||
=========== | ||
|
||
Bugs are tracked on `GitHub Issues <https://github.com/OCA/crm/issues>`_. | ||
In case of trouble, please check there if your issue has already been reported. | ||
If you spotted it first, help us to smash it by providing a detailed and welcomed | ||
`feedback <https://github.com/OCA/crm/issues/new?body=module:%20crm_salesperson_planner%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. | ||
`feedback <https://github.com/OCA/crm/issues/new?body=module:%20crm_salesperson_planner%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. | ||
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Do not contact contributors directly about support or help with technical issues. | ||
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Credits | ||
======= | ||
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Authors | ||
~~~~~~~ | ||
------- | ||
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* Sygel Technology | ||
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Contributors | ||
~~~~~~~~~~~~ | ||
------------ | ||
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* `Sygel <https://www.sygel.es>`__: | ||
- `Sygel <https://www.sygel.es>`__: | ||
|
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* Valentin Vinagre | ||
* Manuel Regidor | ||
- Valentin Vinagre | ||
- Manuel Regidor | ||
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||
* `Pesol <https://www.pesol.es>`__: | ||
- `Pesol <https://www.pesol.es>`__: | ||
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* Gerardo Marin Parra <[email protected]> | ||
- Gerardo Marin Parra <[email protected]> | ||
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* `Tecnativa <https://www.tecnativa.com>`_: | ||
- `Tecnativa <https://www.tecnativa.com>`__: | ||
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* Víctor Martínez | ||
- Víctor Martínez | ||
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Maintainers | ||
~~~~~~~~~~~ | ||
----------- | ||
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This module is maintained by the OCA. | ||
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|
@@ -101,6 +113,6 @@ 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. | ||
|
||
This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/16.0/crm_salesperson_planner>`_ project on GitHub. | ||
This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/17.0/crm_salesperson_planner>`_ project on GitHub. | ||
|
||
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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[build-system] | ||
requires = ["whool"] | ||
build-backend = "whool.buildapi" |
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To configure this module, you need to: | ||
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- Go to new menu **CRM \> Configuration \> Salesperson Planner \> Close | ||
Reasons** and create a close reason for 'Cancel' and 'Incident' types. |
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- [Sygel](https://www.sygel.es): | ||
- Valentin Vinagre | ||
- Manuel Regidor | ||
- [Pesol](https://www.pesol.es): | ||
- Gerardo Marin Parra \<<[email protected]>\> | ||
- [Tecnativa](https://www.tecnativa.com): | ||
- Víctor Martínez |
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This application allows you to track and schedule salespeople visits to | ||
your customers, allowing you to determine which opportunities are going | ||
to be dealt on each visit. Visits create an all day event in calendar, | ||
and they can be easily rescheduled. Visits can be automatically created | ||
from a template, in which it is possible to select the frequency of | ||
visits, as well as the start and end dates. The last visit can also be | ||
calculated by selecting the total number of repetitions. This module | ||
creates a cron that generates visits from templates, but an option to | ||
create them manually is available from the template form view when the | ||
template is validated. |
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@@ -0,0 +1,9 @@ | ||
Go to new menu **CRM \> Salesperson Planner \> My Visits or All Visits** | ||
and create a new visit. or Go to **CRM \> Salesperson Planner \> Visit | ||
Templates** and create a new recurring template for create periodical | ||
visits. In this case, it is necessary to select a start date. The date | ||
of the last repetition can be calculated by selection the total number | ||
of repetitions or an end date. There are two options available to | ||
reschedule visits that is already validated: \* Change the date from the | ||
visit. \* Change the date straight from the event automatically created | ||
in the calendar. |
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/* | ||
:Author: David Goodger ([email protected]) | ||
:Id: $Id: html4css1.css 8954 2022-01-20 10:10:25Z milde $ | ||
:Id: $Id: html4css1.css 9511 2024-01-13 09:50:07Z milde $ | ||
:Copyright: This stylesheet has been placed in the public domain. | ||
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Default cascading style sheet for the HTML output of Docutils. | ||
Despite the name, some widely supported CSS2 features are used. | ||
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See https://docutils.sourceforge.io/docs/howto/html-stylesheets.html for how to | ||
customize this style sheet. | ||
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margin-left: 2em ; | ||
margin-right: 2em } | ||
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pre.code .ln { color: grey; } /* line numbers */ | ||
pre.code .ln { color: gray; } /* line numbers */ | ||
pre.code, code { background-color: #eeeeee } | ||
pre.code .comment, code .comment { color: #5C6576 } | ||
pre.code .keyword, code .keyword { color: #3B0D06; font-weight: bold } | ||
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span.pre { | ||
white-space: pre } | ||
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span.problematic { | ||
span.problematic, pre.problematic { | ||
color: red } | ||
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span.section-subtitle { | ||
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@@ -368,10 +369,17 @@ <h1 class="title">Crm Salesperson Planner</h1> | |
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! source digest: sha256:ecb19fb91da66e924c1c305af2c747e5d4eb4610309318733cb67f73d68666ed | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! --> | ||
<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/crm/tree/16.0/crm_salesperson_planner"><img alt="OCA/crm" src="https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/crm-16-0/crm-16-0-crm_salesperson_planner"><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://runboat.odoo-community.org/builds?repo=OCA/crm&target_branch=16.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p> | ||
<p>This application allows you to track and schedule salespeople visits to your customers, allowing you to determine which opportunities are going to be dealt on each visit. Visits create an all day event in calendar, and they can be easily rescheduled. | ||
Visits can be automatically created from a template, in which it is possible to select the frequency of visits, as well as the start and end dates. The last visit can also be calculated by selecting the total number of repetitions. | ||
This module creates a cron that generates visits from templates, but an option to create them manually is available from the template form view when the template is validated.</p> | ||
<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/crm/tree/17.0/crm_salesperson_planner"><img alt="OCA/crm" src="https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/crm-17-0/crm-17-0-crm_salesperson_planner"><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://runboat.odoo-community.org/builds?repo=OCA/crm&target_branch=17.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p> | ||
<p>This application allows you to track and schedule salespeople visits to | ||
your customers, allowing you to determine which opportunities are going | ||
to be dealt on each visit. Visits create an all day event in calendar, | ||
and they can be easily rescheduled. Visits can be automatically created | ||
from a template, in which it is possible to select the frequency of | ||
visits, as well as the start and end dates. The last visit can also be | ||
calculated by selecting the total number of repetitions. This module | ||
creates a cron that generates visits from templates, but an option to | ||
create them manually is available from the template form view when the | ||
template is validated.</p> | ||
<p><strong>Table of contents</strong></p> | ||
<div class="contents local topic" id="contents"> | ||
<ul class="simple"> | ||
|
@@ -390,24 +398,29 @@ <h1 class="title">Crm Salesperson Planner</h1> | |
<h1><a class="toc-backref" href="#toc-entry-1">Configuration</a></h1> | ||
<p>To configure this module, you need to:</p> | ||
<ul class="simple"> | ||
<li>Go to new menu <strong>CRM > Configuration > Salesperson Planner > Close Reasons</strong> and create a close reason for ‘Cancel’ and ‘Incident’ types.</li> | ||
<li>Go to new menu <strong>CRM > Configuration > Salesperson Planner > Close | ||
Reasons</strong> and create a close reason for ‘Cancel’ and ‘Incident’ | ||
types.</li> | ||
</ul> | ||
</div> | ||
<div class="section" id="usage"> | ||
<h1><a class="toc-backref" href="#toc-entry-2">Usage</a></h1> | ||
<p>Go to new menu <strong>CRM > Salesperson Planner > My Visits or All Visits</strong> and create a new visit. | ||
or | ||
Go to <strong>CRM > Salesperson Planner > Visit Templates</strong> and create a new recurring template for create periodical visits. In this case, it is necessary to select a start date. The date of the last repetition can be calculated by selection the total number of repetitions or an end date. | ||
There are two options available to reschedule visits that is already validated: | ||
* Change the date from the visit. | ||
* Change the date straight from the event automatically created in the calendar.</p> | ||
<p>Go to new menu <strong>CRM > Salesperson Planner > My Visits or All Visits</strong> | ||
and create a new visit. or Go to <strong>CRM > Salesperson Planner > Visit | ||
Templates</strong> and create a new recurring template for create periodical | ||
visits. In this case, it is necessary to select a start date. The date | ||
of the last repetition can be calculated by selection the total number | ||
of repetitions or an end date. There are two options available to | ||
reschedule visits that is already validated: * Change the date from the | ||
visit. * Change the date straight from the event automatically created | ||
in the calendar.</p> | ||
</div> | ||
<div class="section" id="bug-tracker"> | ||
<h1><a class="toc-backref" href="#toc-entry-3">Bug Tracker</a></h1> | ||
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/crm/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 to smash it by providing a detailed and welcomed | ||
<a class="reference external" href="https://github.com/OCA/crm/issues/new?body=module:%20crm_salesperson_planner%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p> | ||
<a class="reference external" href="https://github.com/OCA/crm/issues/new?body=module:%20crm_salesperson_planner%0Aversion:%2017.0%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> | ||
</div> | ||
<div class="section" id="credits"> | ||
|
@@ -439,11 +452,13 @@ <h2><a class="toc-backref" href="#toc-entry-6">Contributors</a></h2> | |
<div class="section" id="maintainers"> | ||
<h2><a class="toc-backref" href="#toc-entry-7">Maintainers</a></h2> | ||
<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> | ||
<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/crm/tree/16.0/crm_salesperson_planner">OCA/crm</a> project on GitHub.</p> | ||
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/crm/tree/17.0/crm_salesperson_planner">OCA/crm</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> | ||
</div> | ||
</div> | ||
|