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Tracking sale missing products

Project description

Beta License: AGPL-3 OCA/sale-workflow Translate me on Weblate Try me on Runboat

This module allows the management of notices when a sales order does not include a product that the customer usually buys.

Table of contents

Configuration

To configure pricelists with the new feature of this module, you need to:

  1. Go to Sales > Configuration > Settings > Missing products tracking.

  2. Set options to adjust amounts and periods.

OPTIONAL:

If you want to set a grace period between one notice and the next, you can follow these steps:

  1. Activate developer mode.

  2. Go to Settings > Technical > Parameters > System Parameters.

  3. Create a new setting with key “sale_missing_tracking.already_notified_relativedelta_params”. Fill value with a dictionary with params used in dateutil.relativedelta Class.

Examples:

  • To receive only one notification per calendar week in GMT+1:
    {“weeks”: -1, “weekday”: 6, “hour”: 22, “minute”: 59, “second”: 59, “microsecond”: 99999}

Usage

To use this module, you need to:

  1. Review Sales > Configuration > Settings > Missing products tracking.

  2. Check Sale missing tracking field in a partner and products that usually buys

  3. Go to Sales > Quotations.

  4. Create a new order with Sale missing tracking partner without usually bought product.

  5. Confirm Sale order

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

Authors

  • Tecnativa

Contributors

  • Tecnativa:

    • Carlos Dauden

    • Sergio Teruel

    • Pilar Vargas

Maintainers

This module is maintained by the OCA.

Odoo Community Association

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:

carlosdauden

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.

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