Metadata-Version: 2.1
Name: odoo-addon-crm_salesperson_planner
Version: 18.0.1.1.0
Requires-Python: >=3.10
Requires-Dist: odoo==18.0.*
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 :: 18.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Classifier: Development Status :: 4 - Beta
Description-Content-Type: text/x-rst

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

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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 the 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 job 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
=====

1. Go to **CRM > Salesperson Planner > My Visits** or **All Visits**.
2. Create a new visit.
3. Or go to **CRM > Salesperson Planner > Visit Templates** and create a
   new recurring template to create periodical visits.
4. For templates, select a Start Date.
5. Set either a total number of repetitions or an End Date to calculate
   the last repetition.
6. To reschedule a validated visit, either:

   - Change the date from the visit record.
   - Change the date from the calendar event automatically created for
     the visit.

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:%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
-------

* 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>

- Heliconia Solutions Pvt. Ltd. <https://www.heliconia.io>

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/18.0/crm_salesperson_planner>`_ project on GitHub.

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