[ADD] sale_management: Separate sales menu items from sale app
Purpose
=======
Don't display sales app icon in Odoo homepage when installing ecommerce (only website should be visible)
it's confusing to have sales icon -> where do I manage my sales? In sales or in website? -> in website
Specfication
============
We need one new modules to add Sales menus to the homepage. Currently they come with "sale". So when installing "website_sale", we get them (because sale and account are dependencies of website_sale). We don't want that anymore. Along with that you need to replace modules in Apps menu:
sales menu items must be in the new sale_management module, no longer in sale
- create new app "sale_management"
- Currently 3 app icons when installing ecommerce (Sales, Invoicing, Website) -> too many icons, where to start? -> GOAL: Only 2 icons > Website, Invoicing
- new module to display Sales Icon (like account_accountant): "sale_management"
- move menu items to sale_management
- sale, sale_management: move app description, rewrite the manifest file
- sale, sale_management: move tour from sale > sale_management
- Changes in some dependency module "sale" > "sale_management" modules: event_sale, mrp_repair, pos_sale, report_intrastat, sale_crm, sale_expense, sale_stock, sale_timesheet, website_quote
Menu items to move 'sale' --> 'sale_management'
===============================================
Sales
Quotations
Sales Orders
Invoicing
Orders to invoice
Orders to Upsell
Catalog
Products
Product Variants
Pricelists
Reporting
sales
Configuration
Settings
Products -Attributes, Attribute Values, Internal Categories
@@ -18,7 +18,7 @@ that product, you will be able to choose an existing event of that category and
|
|||||||
when you confirm your sales order it will automatically create a registration for
|
when you confirm your sales order it will automatically create a registration for
|
||||||
this event.
|
this event.
|
||||||
""",
|
""",
|
||||||
'depends': ['event', 'sale'],
|
'depends': ['event', 'sale_management'],
|
||||||
'data': [
|
'data': [
|
||||||
'views/event_views.xml',
|
'views/event_views.xml',
|
||||||
'views/product_views.xml',
|
'views/product_views.xml',
|
||||||
|
|||||||
@@ -21,7 +21,7 @@ The following topics are covered by this module:
|
|||||||
* Repair quotation report
|
* Repair quotation report
|
||||||
* Notes for the technician and for the final customer
|
* Notes for the technician and for the final customer
|
||||||
""",
|
""",
|
||||||
'depends': ['stock', 'sale', 'account'],
|
'depends': ['stock', 'sale_management', 'account'],
|
||||||
'website': 'https://www.odoo.com/page/manufacturing',
|
'website': 'https://www.odoo.com/page/manufacturing',
|
||||||
'data': [
|
'data': [
|
||||||
'security/ir.model.access.csv',
|
'security/ir.model.access.csv',
|
||||||
|
|||||||
@@ -14,7 +14,7 @@
|
|||||||
|
|
||||||
This module adds a custom Sales Channel for the point of sale to be able to view and manage your point of sale sales with more ease.
|
This module adds a custom Sales Channel for the point of sale to be able to view and manage your point of sale sales with more ease.
|
||||||
""",
|
""",
|
||||||
'depends': ['point_of_sale', 'sale'],
|
'depends': ['point_of_sale', 'sale_management'],
|
||||||
'data': [
|
'data': [
|
||||||
'data/pos_sale_data.xml',
|
'data/pos_sale_data.xml',
|
||||||
'security/pos_sale_security.xml',
|
'security/pos_sale_security.xml',
|
||||||
|
|||||||
@@ -10,7 +10,7 @@ A module that adds intrastat reports.
|
|||||||
|
|
||||||
This module gives the details of the goods traded between the countries of
|
This module gives the details of the goods traded between the countries of
|
||||||
European Union.""",
|
European Union.""",
|
||||||
'depends': ['base', 'product', 'delivery', 'stock', 'sale', 'purchase'],
|
'depends': ['base', 'product', 'delivery', 'stock', 'sale_management', 'purchase'],
|
||||||
'data': [
|
'data': [
|
||||||
'data/report_intrastat_data.xml',
|
'data/report_intrastat_data.xml',
|
||||||
'report/report_intrastat_invoice_template.xml',
|
'report/report_intrastat_invoice_template.xml',
|
||||||
|
|||||||
@@ -3,49 +3,16 @@
|
|||||||
|
|
||||||
{
|
{
|
||||||
'name': 'Sales',
|
'name': 'Sales',
|
||||||
'version': '1.0',
|
'version': '1.1',
|
||||||
'category': 'Sales',
|
'category': 'Sales',
|
||||||
'sequence': 15,
|
'summary': 'Sales internal machinery',
|
||||||
'summary': 'Quotations, Sales Orders, Invoicing',
|
|
||||||
'description': """
|
'description': """
|
||||||
Manage sales quotations and orders
|
This module contains all the common features of Sales Management and eCommerce.
|
||||||
==================================
|
|
||||||
|
|
||||||
This application allows you to manage your sales goals in an effective and efficient manner by keeping track of all sales orders and history.
|
|
||||||
|
|
||||||
It handles the full sales workflow:
|
|
||||||
|
|
||||||
* **Quotation** -> **Sales order** -> **Invoice**
|
|
||||||
|
|
||||||
Preferences (only with Warehouse Management installed)
|
|
||||||
------------------------------------------------------
|
|
||||||
|
|
||||||
If you also installed the Warehouse Management, you can deal with the following preferences:
|
|
||||||
|
|
||||||
* Shipping: Choice of delivery at once or partial delivery
|
|
||||||
* Invoicing: choose how invoices will be paid
|
|
||||||
* Incoterms: International Commercial terms
|
|
||||||
|
|
||||||
You can choose flexible invoicing methods:
|
|
||||||
|
|
||||||
* *On Demand*: Invoices are created manually from Sales Orders when needed
|
|
||||||
* *On Delivery Order*: Invoices are generated from picking (delivery)
|
|
||||||
* *Before Delivery*: A Draft invoice is created and must be paid before delivery
|
|
||||||
|
|
||||||
With this module you can personnalize the sales order and invoice report with
|
|
||||||
categories, subtotals or page-breaks.
|
|
||||||
|
|
||||||
The Dashboard for the Sales Manager will include
|
|
||||||
------------------------------------------------
|
|
||||||
* My Quotations
|
|
||||||
* Monthly Turnover (Graph)
|
|
||||||
""",
|
""",
|
||||||
'website': 'https://www.odoo.com/page/crm',
|
'depends': ['sales_team', 'account', 'procurement'],
|
||||||
'depends': ['sales_team', 'account', 'procurement', 'web_tour'],
|
|
||||||
'data': [
|
'data': [
|
||||||
'data/ir_sequence_data.xml',
|
'data/ir_sequence_data.xml',
|
||||||
'data/sale_data.xml',
|
'data/sale_data.xml',
|
||||||
'data/sale_tour.xml',
|
|
||||||
'report/sale_report.xml',
|
'report/sale_report.xml',
|
||||||
'data/mail_template_data.xml',
|
'data/mail_template_data.xml',
|
||||||
'report/sale_report_views.xml',
|
'report/sale_report_views.xml',
|
||||||
@@ -68,5 +35,4 @@ The Dashboard for the Sales Manager will include
|
|||||||
'css': ['static/src/css/sale.css'],
|
'css': ['static/src/css/sale.css'],
|
||||||
'installable': True,
|
'installable': True,
|
||||||
'auto_install': False,
|
'auto_install': False,
|
||||||
'application': True,
|
}
|
||||||
}
|
|
||||||
@@ -3,4 +3,3 @@
|
|||||||
from . import test_sale_to_invoice
|
from . import test_sale_to_invoice
|
||||||
from . import test_sale_order
|
from . import test_sale_order
|
||||||
from . import test_product_id_change
|
from . import test_product_id_change
|
||||||
from . import test_sale_ui
|
|
||||||
|
|||||||
@@ -4,7 +4,6 @@
|
|||||||
<template id="assets_backend" name="project assets" inherit_id="sales_team.assets_backend">
|
<template id="assets_backend" name="project assets" inherit_id="sales_team.assets_backend">
|
||||||
<xpath expr="." position="inside">
|
<xpath expr="." position="inside">
|
||||||
<script type="text/javascript" src="/sale/static/src/js/sale.js"></script>
|
<script type="text/javascript" src="/sale/static/src/js/sale.js"></script>
|
||||||
<script type="text/javascript" src="/sale/static/src/js/tour.js"></script>
|
|
||||||
</xpath>
|
</xpath>
|
||||||
</template>
|
</template>
|
||||||
</odoo>
|
</odoo>
|
||||||
|
|||||||
@@ -10,6 +10,10 @@
|
|||||||
id="sales_team.menu_base_partner"
|
id="sales_team.menu_base_partner"
|
||||||
web_icon="sale,static/description/icon.png"/>
|
web_icon="sale,static/description/icon.png"/>
|
||||||
|
|
||||||
|
<record id="sales_team.menu_base_partner" model="ir.ui.menu">
|
||||||
|
<field name="active" eval="False"/>
|
||||||
|
</record>
|
||||||
|
|
||||||
<menuitem
|
<menuitem
|
||||||
id= "menu_sales_config"
|
id= "menu_sales_config"
|
||||||
parent= "sales_team.menu_sale_config"
|
parent= "sales_team.menu_sale_config"
|
||||||
@@ -25,7 +29,6 @@
|
|||||||
<menuitem action="product.attribute_action" id="menu_attribute_action" parent="sale.prod_config_main" sequence="1" groups="product.group_product_variant"/>
|
<menuitem action="product.attribute_action" id="menu_attribute_action" parent="sale.prod_config_main" sequence="1" groups="product.group_product_variant"/>
|
||||||
<menuitem action="product.variants_action" id="menu_variants_action" parent="sale.prod_config_main" sequence="2" groups="product.group_product_variant"/>
|
<menuitem action="product.variants_action" id="menu_variants_action" parent="sale.prod_config_main" sequence="2" groups="product.group_product_variant"/>
|
||||||
<menuitem id="menu_products" action="product.product_normal_action_sell" parent="product_menu_catalog" groups="product.group_product_variant" sequence="2"/>
|
<menuitem id="menu_products" action="product.product_normal_action_sell" parent="product_menu_catalog" groups="product.group_product_variant" sequence="2"/>
|
||||||
<menuitem action="product.product_category_action_form" name="Internal Categories" id="menu_product_category_action_form" parent="sale.prod_config_main" sequence="4"/>
|
|
||||||
<menuitem id="next_id_16" name="Units of Measure" parent="sale.prod_config_main" sequence="6" groups="product.group_uom"/>
|
<menuitem id="next_id_16" name="Units of Measure" parent="sale.prod_config_main" sequence="6" groups="product.group_uom"/>
|
||||||
<menuitem action="product.product_uom_form_action" id="menu_product_uom_form_action" parent="sale.prod_config_main" sequence="7" groups="product.group_uom"/>
|
<menuitem action="product.product_uom_form_action" id="menu_product_uom_form_action" parent="sale.prod_config_main" sequence="7" groups="product.group_uom"/>
|
||||||
<menuitem action="product.product_uom_categ_form_action" id="menu_product_uom_categ_form_action" parent="sale.prod_config_main" sequence="8" groups="product.group_uom"/>
|
<menuitem action="product.product_uom_categ_form_action" id="menu_product_uom_categ_form_action" parent="sale.prod_config_main" sequence="8" groups="product.group_uom"/>
|
||||||
|
|||||||
@@ -17,7 +17,7 @@ We suggest you to install this module, if you installed both the sale and the cr
|
|||||||
modules.
|
modules.
|
||||||
""",
|
""",
|
||||||
'website': 'https://www.odoo.com/page/crm',
|
'website': 'https://www.odoo.com/page/crm',
|
||||||
'depends': ['sale', 'crm'],
|
'depends': ['sale_management', 'crm'],
|
||||||
'data': [
|
'data': [
|
||||||
'security/ir.model.access.csv',
|
'security/ir.model.access.csv',
|
||||||
'views/partner_views.xml',
|
'views/partner_views.xml',
|
||||||
|
|||||||
@@ -15,7 +15,7 @@ This module does not add any feature, despite a few demo data to
|
|||||||
test the features easily.
|
test the features easily.
|
||||||
""",
|
""",
|
||||||
'website': 'https://www.odoo.com/page/warehouse',
|
'website': 'https://www.odoo.com/page/warehouse',
|
||||||
'depends': ['sale', 'hr_expense'],
|
'depends': ['sale_management', 'hr_expense'],
|
||||||
'data': [
|
'data': [
|
||||||
'views/product_view.xml',
|
'views/product_view.xml',
|
||||||
],
|
],
|
||||||
|
|||||||
@@ -0,0 +1,2 @@
|
|||||||
|
# -*- coding: utf-8 -*-
|
||||||
|
# Part of Odoo. See LICENSE file for full copyright and licensing details.
|
||||||
@@ -0,0 +1,51 @@
|
|||||||
|
# -*- coding: utf-8 -*-
|
||||||
|
# Part of Odoo. See LICENSE file for full copyright and licensing details.
|
||||||
|
|
||||||
|
{
|
||||||
|
'name': 'Sales Management',
|
||||||
|
'version': '1.0',
|
||||||
|
'category': 'Sales',
|
||||||
|
'sequence': 15,
|
||||||
|
'summary': 'Quotations, Sales Orders, Invoicing',
|
||||||
|
'description': """
|
||||||
|
Manage sales quotations and orders
|
||||||
|
==================================
|
||||||
|
|
||||||
|
This application allows you to manage your sales goals in an effective and efficient manner by keeping track of all sales orders and history.
|
||||||
|
|
||||||
|
It handles the full sales workflow:
|
||||||
|
|
||||||
|
* **Quotation** -> **Sales order** -> **Invoice**
|
||||||
|
|
||||||
|
Preferences (only with Warehouse Management installed)
|
||||||
|
------------------------------------------------------
|
||||||
|
|
||||||
|
If you also installed the Warehouse Management, you can deal with the following preferences:
|
||||||
|
|
||||||
|
* Shipping: Choice of delivery at once or partial delivery
|
||||||
|
* Invoicing: choose how invoices will be paid
|
||||||
|
* Incoterms: International Commercial terms
|
||||||
|
|
||||||
|
You can choose flexible invoicing methods:
|
||||||
|
|
||||||
|
* *On Demand*: Invoices are created manually from Sales Orders when needed
|
||||||
|
* *On Delivery Order*: Invoices are generated from picking (delivery)
|
||||||
|
* *Before Delivery*: A Draft invoice is created and must be paid before delivery
|
||||||
|
|
||||||
|
With this module you can personnalize the sales order and invoice report with
|
||||||
|
categories, subtotals or page-breaks.
|
||||||
|
|
||||||
|
The Dashboard for the Sales Manager will include
|
||||||
|
------------------------------------------------
|
||||||
|
* My Quotations
|
||||||
|
* Monthly Turnover (Graph)
|
||||||
|
""",
|
||||||
|
'website': 'https://www.odoo.com/page/sales',
|
||||||
|
'depends': ['sale'],
|
||||||
|
'data': [
|
||||||
|
'data/sale_management_tour.xml',
|
||||||
|
'views/sale_management_views.xml',
|
||||||
|
'views/sale_management_templates.xml',
|
||||||
|
],
|
||||||
|
'application': True,
|
||||||
|
}
|
||||||
|
Before Width: | Height: | Size: 2.0 KiB After Width: | Height: | Size: 2.0 KiB |
|
Before Width: | Height: | Size: 51 KiB After Width: | Height: | Size: 51 KiB |
|
Before Width: | Height: | Size: 108 KiB After Width: | Height: | Size: 108 KiB |
|
Before Width: | Height: | Size: 45 KiB After Width: | Height: | Size: 45 KiB |
|
Before Width: | Height: | Size: 65 KiB After Width: | Height: | Size: 65 KiB |
|
Before Width: | Height: | Size: 43 KiB After Width: | Height: | Size: 43 KiB |
|
Before Width: | Height: | Size: 47 KiB After Width: | Height: | Size: 47 KiB |
|
Before Width: | Height: | Size: 52 KiB After Width: | Height: | Size: 52 KiB |
@@ -10,7 +10,7 @@ tour.register('sale_tour', {
|
|||||||
url: "/web",
|
url: "/web",
|
||||||
}, [tour.STEPS.MENU_MORE, {
|
}, [tour.STEPS.MENU_MORE, {
|
||||||
trigger: '.o_app[data-menu-xmlid="sales_team.menu_base_partner"], .oe_menu_toggler[data-menu-xmlid="sales_team.menu_base_partner"]',
|
trigger: '.o_app[data-menu-xmlid="sales_team.menu_base_partner"], .oe_menu_toggler[data-menu-xmlid="sales_team.menu_base_partner"]',
|
||||||
content: _t('Organize your sales activities with the <b>Sales app</b>.'),
|
content: _t('Organize your sales activities with the <b>Sales Management app</b>.'),
|
||||||
position: 'bottom',
|
position: 'bottom',
|
||||||
}, {
|
}, {
|
||||||
trigger: ".oe_kanban_action_button",
|
trigger: ".oe_kanban_action_button",
|
||||||
@@ -0,0 +1,4 @@
|
|||||||
|
# -*- coding: utf-8 -*-
|
||||||
|
# Part of Odoo. See LICENSE file for full copyright and licensing details.
|
||||||
|
|
||||||
|
from . import test_sale_ui
|
||||||
@@ -0,0 +1,9 @@
|
|||||||
|
<?xml version="1.0" encoding="utf-8"?>
|
||||||
|
<odoo>
|
||||||
|
<!-- inherits from sales_team.assets_backend to override certain attributes defined in sales_team -->
|
||||||
|
<template id="assets_backend" name="project assets" inherit_id="sales_team.assets_backend">
|
||||||
|
<xpath expr="." position="inside">
|
||||||
|
<script type="text/javascript" src="/sale_management/static/src/js/tour.js"></script>
|
||||||
|
</xpath>
|
||||||
|
</template>
|
||||||
|
</odoo>
|
||||||
@@ -0,0 +1,6 @@
|
|||||||
|
<?xml version="1.0" encoding="utf-8"?>
|
||||||
|
<odoo>
|
||||||
|
<record id="sales_team.menu_base_partner" model="ir.ui.menu">
|
||||||
|
<field name="active" eval="True"/>
|
||||||
|
</record>
|
||||||
|
</odoo>
|
||||||
@@ -12,7 +12,7 @@ This module adds the 'Margin' on sales order.
|
|||||||
This gives the profitability by calculating the difference between the Unit
|
This gives the profitability by calculating the difference between the Unit
|
||||||
Price and Cost Price.
|
Price and Cost Price.
|
||||||
""",
|
""",
|
||||||
'depends':['sale'],
|
'depends':['sale_management'],
|
||||||
'demo':['data/sale_margin_demo.xml'],
|
'demo':['data/sale_margin_demo.xml'],
|
||||||
'data':['security/ir.model.access.csv','views/sale_margin_view.xml'],
|
'data':['security/ir.model.access.csv','views/sale_margin_view.xml'],
|
||||||
'uninstall_hook': "uninstall_hook",
|
'uninstall_hook': "uninstall_hook",
|
||||||
|
|||||||
@@ -25,7 +25,7 @@ You can choose flexible invoicing methods:
|
|||||||
* *Before Delivery*: A Draft invoice is created and must be paid before delivery
|
* *Before Delivery*: A Draft invoice is created and must be paid before delivery
|
||||||
""",
|
""",
|
||||||
'website': 'https://www.odoo.com/page/warehouse',
|
'website': 'https://www.odoo.com/page/warehouse',
|
||||||
'depends': ['sale', 'stock_account'],
|
'depends': ['sale_management', 'stock_account'],
|
||||||
'data': [
|
'data': [
|
||||||
'security/sale_stock_security.xml',
|
'security/sale_stock_security.xml',
|
||||||
'security/ir.model.access.csv',
|
'security/ir.model.access.csv',
|
||||||
|
|||||||
@@ -14,7 +14,7 @@ according to the order/contract you work on. This allows to
|
|||||||
have real delivered quantities in sales orders.
|
have real delivered quantities in sales orders.
|
||||||
""",
|
""",
|
||||||
'website': 'https://www.odoo.com/page/warehouse',
|
'website': 'https://www.odoo.com/page/warehouse',
|
||||||
'depends': ['sale', 'hr_timesheet'],
|
'depends': ['sale_management', 'hr_timesheet'],
|
||||||
'data': [
|
'data': [
|
||||||
'data/sale_timesheet_data.xml',
|
'data/sale_timesheet_data.xml',
|
||||||
'views/account_invoice_views.xml',
|
'views/account_invoice_views.xml',
|
||||||
|
|||||||
@@ -11,7 +11,7 @@ Odoo Sale Quote Roller
|
|||||||
=========================
|
=========================
|
||||||
|
|
||||||
""",
|
""",
|
||||||
'depends': ['website', 'sale', 'mail', 'payment', 'website_portal_sale', 'website_mail'],
|
'depends': ['website', 'sale_management', 'mail', 'payment', 'website_portal_sale', 'website_mail'],
|
||||||
'data': [
|
'data': [
|
||||||
'data/website_quote_data.xml',
|
'data/website_quote_data.xml',
|
||||||
'report/sale_order_reports.xml',
|
'report/sale_order_reports.xml',
|
||||||
|
|||||||