Metadata-Version: 2.1
Name: odoo-addon-crm_sale_automatic_quotation
Version: 18.0.1.0.0.1
Requires-Python: >=3.10
Requires-Dist: odoo==18.0.*
Summary: CRM Sale Automatic Quotation
Home-page: https://github.com/sygel-technology/sy-crm
License: AGPL-3
Author: Sygel, Odoo Community Association (OCA)
Author-email: support@odoo-community.org
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 18.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Description-Content-Type: text/x-rst

.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
    :target: http://www.gnu.org/licenses/agpl
    :alt: License: AGPL-3

============================
CRM Sale Automatic Quotation
============================

This module allows you to generate quotations with quotation templates from an opportunity.
It also adds a wizard to massively do it from list view.

Installation
============

To install this module, you need to:

#. Only install


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

To configure this module, you need to:

#. Go to Sales -> Configuration -> Settings
#. Activate the 'Quotation Templates' option and go to Quotation templates to create or edit one.
#. Activate the 'CRM Automatic Quotation' field and edit a domain for oprtunities if you want.

To configure the wizard, you need to:

#. Configure the default mail template:

   #. Activate the developer mode
   #. Go to Settings -> Technical -> System Parameters
   #. Search crm_sale_automatic_quotation.crm_sale_automatic_quotation_wizard_email key
   #. Introduce its value by the external identifier of your desired mail template

#. Set the crm stages the leads will be updated to:

   #. Go to CRM/Configuration/Stages
   #. Mark the "Dest. Stage in Automatic Quotations Wizard" check in the form view of the desired stages.
   #. Note that you should only mark one stage per crm team

#. Configure the default review automatic quotation activity values:

   #. Go to CRM/Configuration/Activity Types
   #. Search Review Automatic Quotation and open its from
   #. Adapt its default values to your liking

#. Configure the 'Quotation Templates'

   #. Go to Sales/Configuration/Quotation Templates
   #. Activate the 'CRM Automatic Quotation' field and edit a domain for oprtunities if you want.
   #. Note that this option is also used outside the wizard.
   #. You can exclude templates from the wizard with the 'Exclude from CRM Automatic Quotation Wizard' field

Usage
=====

To use this module, you need to:

#. Go to a CRM module opportunity.
#. Click on 'Automatic Quotation' button.
#. All quotations that satisfy the template domain will be created. 


To use the wizard, you need to:

#. Go to a the CRM opportunity list view
#. Select the opportunities you want to create quotations for
#. Click the "action" button and then the "Create automatic quotations" button
#. Review and/or modify the configuration Parameters
#. Click the "Create Quotations" button
#. If an error was detected on a opportunity, it will be shown and you will have the chance to correct it and click again in the "Create Quotations" button

Bug Tracker
===========

Bugs and errors are managed in `issues of GitHub <https://github.com/sygel-technology/sy-crm/issues>`_.
In case of problems, please check if your problem has already been
reported. If you are the first to discover it, help us solving it by indicating
a detailed description `here <https://github.com/sygel-technology/sy-crm/issues/new>`_.

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


Credits
=======

Authors
~~~~~~~

* Sygel, Odoo Community Association (OCA)

Contributors
~~~~~~~~~~~~

* Ángel García de la Chica Herrera <angel.garcia@sygel.es>
* Alberto Martínez <alberto.martinez@sygel.es>

Maintainer
~~~~~~~~~~

This module is maintained by Sygel.

.. image:: https://www.sygel.es/logo.png
   :alt: Sygel
   :target: https://www.sygel.es

This module is part of the `Sygel/sy-crm <https://github.com/sygel-technology/sy-crm>`_.

To contribute to this module, please visit https://github.com/sygel-technology.
