Metadata-Version: 2.1
Name: odoo-addon-repair_quotation_manual_sync
Version: 19.0.1.0.0.4
Requires-Dist: odoo==19.0.*
Summary: Manually Synchronize Repair Orders with their Quotations
Home-page: https://github.com/OCA/repair
License: AGPL-3
Author: ForgeFlow, Odoo Community Association (OCA)
Author-email: support@odoo-community.org
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 19.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Description-Content-Type: text/x-rst

.. image:: https://odoo-community.org/readme-banner-image
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============================
Repair Quotation Manual Sync
============================

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This module makes the synchronization between a repair order and its
quotation an explicit action instead of an automatic one. In standard
Odoo every part added to or changed on a repair order is pushed to the
linked quotation straight away; here the quotation only changes when a
user asks for it, and each part carries an **Invoiceable** flag that
decides whether it reaches the quotation at all. Whenever the two
documents drift apart, a banner on the quotation reports it and offers a
**Synchronize Lines** button that brings the quotation in line with the
repair order. Synchronization applies to quotations that are still a
draft or have been sent; the lines of the quotation created from the
repair order itself are filled in automatically.

**Table of contents**

.. contents::
   :local:

Use Cases / Context
===================

Standard Odoo keeps the quotation of a repair order in permanent
lockstep with its parts. That is inconvenient while the repair is still
being assessed: every part a technician tries out immediately alters a
document the customer may already be reading, and parts that are not
meant to be billed cannot be kept off it. This module separates the two
documents, so the repair order can evolve freely and the quotation is
only updated once the billable scope is settled.

Usage
=====

To create a quotation out of a repair order, you need to:

1. Go to *Repair > Repair Orders* and open a repair order.
2. In the parts list, untick **Invoiceable** on every part that should
   not be billed to the customer.
3. Click **Create Quotation**. The quotation is created with one line
   per invoiceable part.

To carry later changes of the repair order over to its quotation:

1. Add, remove or replace parts, change their quantities, or tick and
   untick **Invoiceable**.
2. Open the linked quotation. The banner reports that the repair order
   and the quotation are no longer synchronized.
3. Click **Synchronize Lines**. Lines are added, updated, or set to a
   zero quantity, so that the quotation matches the invoiceable parts of
   the repair order.

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

Bugs are tracked on `GitHub Issues <https://github.com/OCA/repair/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/repair/issues/new?body=module:%20repair_quotation_manual_sync%0Aversion:%2019.0%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
-------

* ForgeFlow

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

- `ForgeFlow <https://forgeflow.com>`__:

     - Andreu Orensanz <andreu.orensanz@forgeflow.com>

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/repair <https://github.com/OCA/repair/tree/19.0/repair_quotation_manual_sync>`_ project on GitHub.

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