[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
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when you confirm your sales order it will automatically create a registration for
|
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this event.
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""",
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'depends': ['event', 'sale'],
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'depends': ['event', 'sale_management'],
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'data': [
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'views/event_views.xml',
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'views/product_views.xml',
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@@ -21,7 +21,7 @@ The following topics are covered by this module:
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* Repair quotation report
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* Notes for the technician and for the final customer
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""",
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'depends': ['stock', 'sale', 'account'],
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'depends': ['stock', 'sale_management', 'account'],
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'website': 'https://www.odoo.com/page/manufacturing',
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'data': [
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'security/ir.model.access.csv',
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@@ -14,7 +14,7 @@
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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.
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""",
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'depends': ['point_of_sale', 'sale'],
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'depends': ['point_of_sale', 'sale_management'],
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'data': [
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'data/pos_sale_data.xml',
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'security/pos_sale_security.xml',
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@@ -10,7 +10,7 @@ A module that adds intrastat reports.
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This module gives the details of the goods traded between the countries of
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European Union.""",
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'depends': ['base', 'product', 'delivery', 'stock', 'sale', 'purchase'],
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'depends': ['base', 'product', 'delivery', 'stock', 'sale_management', 'purchase'],
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'data': [
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'data/report_intrastat_data.xml',
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'report/report_intrastat_invoice_template.xml',
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@@ -3,49 +3,16 @@
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{
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'name': 'Sales',
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'version': '1.0',
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'version': '1.1',
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'category': 'Sales',
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'sequence': 15,
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'summary': 'Quotations, Sales Orders, Invoicing',
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'summary': 'Sales internal machinery',
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||||
'description': """
|
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Manage sales quotations and orders
|
||||
==================================
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||||
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||||
This application allows you to manage your sales goals in an effective and efficient manner by keeping track of all sales orders and history.
|
||||
|
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It handles the full sales workflow:
|
||||
|
||||
* **Quotation** -> **Sales order** -> **Invoice**
|
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|
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Preferences (only with Warehouse Management installed)
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------------------------------------------------------
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If you also installed the Warehouse Management, you can deal with the following preferences:
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||||
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* Shipping: Choice of delivery at once or partial delivery
|
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* Invoicing: choose how invoices will be paid
|
||||
* Incoterms: International Commercial terms
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|
||||
You can choose flexible invoicing methods:
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|
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* *On Demand*: Invoices are created manually from Sales Orders when needed
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* *On Delivery Order*: Invoices are generated from picking (delivery)
|
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* *Before Delivery*: A Draft invoice is created and must be paid before delivery
|
||||
|
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With this module you can personnalize the sales order and invoice report with
|
||||
categories, subtotals or page-breaks.
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The Dashboard for the Sales Manager will include
|
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------------------------------------------------
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* My Quotations
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* Monthly Turnover (Graph)
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This module contains all the common features of Sales Management and eCommerce.
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""",
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'website': 'https://www.odoo.com/page/crm',
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'depends': ['sales_team', 'account', 'procurement', 'web_tour'],
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'depends': ['sales_team', 'account', 'procurement'],
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'data': [
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'data/ir_sequence_data.xml',
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'data/sale_data.xml',
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'data/sale_tour.xml',
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'report/sale_report.xml',
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'data/mail_template_data.xml',
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'report/sale_report_views.xml',
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@@ -68,5 +35,4 @@ The Dashboard for the Sales Manager will include
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'css': ['static/src/css/sale.css'],
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'installable': True,
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'auto_install': False,
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'application': True,
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}
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}
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@@ -3,4 +3,3 @@
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from . import test_sale_to_invoice
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from . import test_sale_order
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from . import test_product_id_change
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from . import test_sale_ui
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@@ -4,7 +4,6 @@
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<template id="assets_backend" name="project assets" inherit_id="sales_team.assets_backend">
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<xpath expr="." position="inside">
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<script type="text/javascript" src="/sale/static/src/js/sale.js"></script>
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<script type="text/javascript" src="/sale/static/src/js/tour.js"></script>
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</xpath>
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</template>
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</odoo>
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@@ -10,6 +10,10 @@
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id="sales_team.menu_base_partner"
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web_icon="sale,static/description/icon.png"/>
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<record id="sales_team.menu_base_partner" model="ir.ui.menu">
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<field name="active" eval="False"/>
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</record>
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<menuitem
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id= "menu_sales_config"
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parent= "sales_team.menu_sale_config"
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@@ -25,7 +29,6 @@
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<menuitem action="product.attribute_action" id="menu_attribute_action" parent="sale.prod_config_main" sequence="1" groups="product.group_product_variant"/>
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<menuitem action="product.variants_action" id="menu_variants_action" parent="sale.prod_config_main" sequence="2" groups="product.group_product_variant"/>
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<menuitem id="menu_products" action="product.product_normal_action_sell" parent="product_menu_catalog" groups="product.group_product_variant" sequence="2"/>
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<menuitem action="product.product_category_action_form" name="Internal Categories" id="menu_product_category_action_form" parent="sale.prod_config_main" sequence="4"/>
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<menuitem id="next_id_16" name="Units of Measure" parent="sale.prod_config_main" sequence="6" groups="product.group_uom"/>
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<menuitem action="product.product_uom_form_action" id="menu_product_uom_form_action" parent="sale.prod_config_main" sequence="7" groups="product.group_uom"/>
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<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"/>
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@@ -17,7 +17,7 @@ We suggest you to install this module, if you installed both the sale and the cr
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modules.
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""",
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'website': 'https://www.odoo.com/page/crm',
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'depends': ['sale', 'crm'],
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'depends': ['sale_management', 'crm'],
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'data': [
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'security/ir.model.access.csv',
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'views/partner_views.xml',
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@@ -15,7 +15,7 @@ This module does not add any feature, despite a few demo data to
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test the features easily.
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""",
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'website': 'https://www.odoo.com/page/warehouse',
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'depends': ['sale', 'hr_expense'],
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'depends': ['sale_management', 'hr_expense'],
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'data': [
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'views/product_view.xml',
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],
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@@ -0,0 +1,2 @@
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# -*- coding: utf-8 -*-
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# Part of Odoo. See LICENSE file for full copyright and licensing details.
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@@ -0,0 +1,51 @@
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# -*- coding: utf-8 -*-
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# 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',
|
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'depends': ['sale'],
|
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'data': [
|
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'data/sale_management_tour.xml',
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'views/sale_management_views.xml',
|
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'views/sale_management_templates.xml',
|
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],
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'application': True,
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}
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|
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 |
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Before Width: | Height: | Size: 45 KiB After Width: | Height: | Size: 45 KiB |
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Before Width: | Height: | Size: 65 KiB After Width: | Height: | Size: 65 KiB |
|
Before Width: | Height: | Size: 43 KiB After Width: | Height: | Size: 43 KiB |
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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', {
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url: "/web",
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}, [tour.STEPS.MENU_MORE, {
|
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trigger: '.o_app[data-menu-xmlid="sales_team.menu_base_partner"], .oe_menu_toggler[data-menu-xmlid="sales_team.menu_base_partner"]',
|
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content: _t('Organize your sales activities with the <b>Sales app</b>.'),
|
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content: _t('Organize your sales activities with the <b>Sales Management app</b>.'),
|
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position: 'bottom',
|
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}, {
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trigger: ".oe_kanban_action_button",
|
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@@ -0,0 +1,4 @@
|
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# -*- 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>
|
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</xpath>
|
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</template>
|
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</odoo>
|
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@@ -0,0 +1,6 @@
|
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<?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>
|
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@@ -12,7 +12,7 @@ This module adds the 'Margin' on sales order.
|
||||
This gives the profitability by calculating the difference between the Unit
|
||||
Price and Cost Price.
|
||||
""",
|
||||
'depends':['sale'],
|
||||
'depends':['sale_management'],
|
||||
'demo':['data/sale_margin_demo.xml'],
|
||||
'data':['security/ir.model.access.csv','views/sale_margin_view.xml'],
|
||||
'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
|
||||
""",
|
||||
'website': 'https://www.odoo.com/page/warehouse',
|
||||
'depends': ['sale', 'stock_account'],
|
||||
'depends': ['sale_management', 'stock_account'],
|
||||
'data': [
|
||||
'security/sale_stock_security.xml',
|
||||
'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.
|
||||
""",
|
||||
'website': 'https://www.odoo.com/page/warehouse',
|
||||
'depends': ['sale', 'hr_timesheet'],
|
||||
'depends': ['sale_management', 'hr_timesheet'],
|
||||
'data': [
|
||||
'data/sale_timesheet_data.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/website_quote_data.xml',
|
||||
'report/sale_order_reports.xml',
|
||||
|
||||