Installation

To have a nice UI to manage quotations and sales orders, install sale_management. However, this is not strictly required.

Configuration

To enjoy all features from this module, you need these permissions:

• Sales / User: Own Documents Only
• Resource Booking / User

Usage

To quote one resource booking quickly, you need to:

1. Go to Resource bookings > Types and pick one.
2. Click Quote.
3. Fill the values from that wizard.
4. Click on Generate quotation.

In the wizard, one of the things you need to indicate is the product. With this module, products can be linked to resource booking types (and, optionally, combinations). When such product is sold and the sale order is confirmed, a new booking is created automatically (in pending state).

If you need to pre-create those pending bookings when the quotation is not yet confirmed, you can also do that with the Sync bookings button in the quotation form.

A booking can only be confirmed if its sale order is confirmed, when there is one.

To create one of such products:

1. Install sale_management.
2. Go to Sales > Products > Products.
3. Create one.
4. Go to the Sales tab.
5. Under Resource Bookings, select one Booking type.
6. Optionally, select a Resource combination to be assigned by default.

When you confirm a quotation that includes some products related to resource booking types, you will see a wizard that will help you update quickly those bookings’ values, and invite requesters to schedule them. If you skip it, you can do it later with the bookings just created.

Bug Tracker

Bugs are tracked on GitHub 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.

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

Credits

Maintainers

This module is maintained by the OCA.

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.

Current maintainer:

This module is part of the OCA/sale-workflow project on GitHub.

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