Metadata-Version: 2.1
Name: odoo-addon-crm_salesperson_planner
Version: 17.0.1.0.1
Requires-Python: >=3.10
Requires-Dist: odoo>=17.0a,<17.1dev
Summary: Crm Salesperson Planner
Home-page: https://github.com/OCA/crm
License: AGPL-3
Author: Sygel Technology,Odoo Community Association (OCA)
Author-email: support@odoo-community.org
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 17.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Classifier: Development Status :: 4 - Beta

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Crm Salesperson Planner
=======================

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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
    :target: https://odoo-community.org/page/development-status
    :alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
    :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/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-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
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    :alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

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**

.. contents::
   :local:

Configuration
=============

To configure this module, you need to:

- Go to new menu **CRM > Configuration > Salesperson Planner > Close
  Reasons** and create a close reason for 'Cancel' and 'Incident' types.

Usage
=====

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:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
-------

* Sygel Technology

Contributors
------------

- `Sygel <https://www.sygel.es>`__:

  - Valentin Vinagre
  - Manuel Regidor

- `Pesol <https://www.pesol.es>`__:

  - Gerardo Marin Parra <info@pesol.es>

- `Tecnativa <https://www.tecnativa.com>`__:

  - Víctor Martínez

- `APSL-Nagarro <https://apsl.tech>`__:

  - Bernat Obrador <bobrador@apsl.net>

Maintainers
-----------

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

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/17.0/crm_salesperson_planner>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
