Metadata-Version: 2.1
Name: odoo-addon-sale_planner_calendar
Version: 18.0.1.0.0.3
Requires-Python: >=3.10
Requires-Dist: odoo-addon-sale_payment_sheet==18.0.*
Requires-Dist: odoo==18.0.*
Summary: Sale planner calendar
Home-page: https://github.com/OCA/sale-workflow
License: AGPL-3
Author: Tecnativa, 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
Classifier: Development Status :: 4 - Beta
Description-Content-Type: text/x-rst

.. image:: https://odoo-community.org/readme-banner-image
   :target: https://odoo-community.org/get-involved?utm_source=readme
   :alt: Odoo Community Association

=====================
Sale planner calendar
=====================

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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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    :alt: Beta
.. |badge2| image:: https://img.shields.io/badge/license-AGPL--3-blue.png
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    :target: https://github.com/OCA/sale-workflow/tree/18.0/sale_planner_calendar
    :alt: OCA/sale-workflow
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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    :alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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|badge1| |badge2| |badge3| |badge4| |badge5|

This module allows to manage commercial visits to partners by using
recurrence events.

**Table of contents**

.. contents::
   :local:

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

You can find the following configurations in the settings:

1. **Subscriptions Backward Days**: Backward days to search documents to
   update subscriptions.
2. **Sale Planner Forward Months**: Forward months to create calendar
   events.
3. **Send invitation to attendees**: Send invitations to attendees when
   a planner event is created.
4. **Sale planner order cut hour**: Time of the next day until which
   orders of the current day are assigned.
5. **Calendar event max duration**: Show a warning message when duration
   is more than this time. Set 00:00 to disable warning.

Other setting are available with system parameters

1. **Sale order partner** when a so is created from a event planned. You
   can create or update the system parameter
   **sale_planner_calendar.create_so_to_commercial_partner** with True
   value to create the sale order to commercial partner instead of
   partner

Usage
=====

You can create now the recurrent events directly from the partners by
clicking next smart button:

|image|

By default the end of the recurrence is set by the settings field **Sale
Planner Forward Months**.

You can manage this new recurrent events from *Calendar planner* menu
entry.

|image1|

On the first window, you will find a summary of the events that the user
has to do today.

By going to *Calendar planner > Calendar events* you will have two
options:

1. View the calendar events related to your user (*My Calendar*).
2. View your base events related to the recurrences (*Recurrent calendar
   events*).

Finally on *Calendar planner > Wizards* you will have again two options:

1. You can change the hour of the start of all the events related to a
   recurrency by using *Sale planner calendar wizard*.
2. You can change the salesperson assigned to events related to a period
   of time by using the wizard *Reassignment of salesperson*.

.. |image| image:: https://raw.githubusercontent.com/OCA/sale-workflow/18.0/sale_planner_calendar/static/img/smart_button.png
.. |image1| image:: https://raw.githubusercontent.com/OCA/sale-workflow/18.0/sale_planner_calendar/static/img/menu_entry.png

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

Bugs are tracked on `GitHub Issues <https://github.com/OCA/sale-workflow/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/sale-workflow/issues/new?body=module:%20sale_planner_calendar%0Aversion:%2018.0%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
-------

* Tecnativa

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

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

  - Sergio Teruel
  - Carlos Dauden
  - Carlos Roca
  - Pilar Vargas
  - Víctor Martínez

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/sale-workflow <https://github.com/OCA/sale-workflow/tree/18.0/sale_planner_calendar>`_ project on GitHub.

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