[IMP]planner: some correction according to new features added in master.
This commit is contained in:
Darshan Kalola
committed by
Simon Lejeune
Simon Lejeune
parent
7097f68a80
commit
7f024fe5ef
@@ -246,13 +246,11 @@
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<div class="well well-lg">
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<strong>Recommended actions:</strong>
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<li>
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<a t-att-href="prepare_backend_url(
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'crm.crm_lead_opportunities', 'kanban')">
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<a t-attf-href="web#view_type=kanban&model=crm.lead&menu_id=#{pipeline_menu_id}">
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Configure the stages of your sales pipeline</a> with your work above
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</li>
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<li>
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<a t-att-href="prepare_backend_url(
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'crm.crm_lead_opportunities', 'kanban')">
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<a t-attf-href="web#view_type=kanban&model=crm.lead&menu_id=#{pipeline_menu_id}">
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Create the three firsts opportunities</a> as an exercise
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</li>
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</div>
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@@ -377,9 +375,9 @@
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<h4><strong>Quote template</strong> <span class="small">(packaged services)</span></h4>
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<span>
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<li>Read the <a href="https://www.odoo.com/blog/business-hacks-1/post/how-to-build-your-quotes-for-success-173" target="_blank">blog post on the Quote Builder</a></li>
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<li>Activate quotation templates in <a t-att-href="prepare_backend_url(
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<li>Activate the 'Send online quotations based on templates' option in <a t-att-href="prepare_backend_url(
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'base_setup.action_sale_config')">Sales Settings</a></li>
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<li>Create your templates of offers</li>
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<li>Create your templates of offers</li>
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</span>
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</div>
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</div>
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@@ -394,8 +392,11 @@
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</span>
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</div>
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<div class="panel-body">
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<t t-if="not is_module_installed('account_analytic_analysis')"><span class="text-muted">To activate the Contracts, check 'Use contracts management' <a t-att-href="prepare_backend_url(
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'base_setup.action_sale_config')">in the Sales Settings.</a> </span></t>
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<t t-if="not is_module_installed('website_contract')">
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<span class="text-muted">To activate the Contracts, install the
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<a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'website_contract')">Subscription Management</a> app.
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</span>
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</t>
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<h4><strong>Fixed price</strong> <span class="small">(ex: monthly subscription)</span></h4>
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<span>
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<li>Create contracts template</li>
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@@ -403,7 +404,7 @@
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<br/>
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<h4><strong>Time & material</strong> <span class="small">(ex: consulting mission)</span></h4>
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<span>
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<li><a t-att-href="prepare_backend_url('account_analytic_analysis.action_account_analytic_overdue_all', 'list', 'sale')">Create your contracts</a> and configure your prices</li>
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<li><a t-att-href="prepare_backend_url('sale_contract.sale_subscription_action', 'list', 'sale_contract')">Create your contracts</a> and configure your prices</li>
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</span>
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</div>
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</div>
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@@ -436,7 +437,7 @@
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<t t-call="web_planner.page">
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<t t-set="page_title" t-value="'Your Customers'"/>
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<p class="text-muted">
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Unless you are starting a new business, you probably have a list of Customers and Suppliers you'd like to import.
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Unless you are starting a new business, you probably have a list of Customers and Vendors you'd like to import.
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</p>
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<div class="container-fluid">
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<div class="row">
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@@ -453,8 +454,10 @@
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<span>
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<a t-att-href="prepare_backend_url(
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'base.action_partner_form','list')"><li>Create Customers</li></a>
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<a t-att-href="prepare_backend_url(
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'base.action_partner_form','list')"><li>Create Suppliers</li></a>
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<li>
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<a t-att-href="prepare_backend_url(
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'base.action_partner_form','list')">Create Vendors</a>, if accounting or purchase is installed
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</li>
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</span>
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</div>
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</div>
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@@ -621,11 +624,17 @@
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<div class="col-md-12">
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<div class="well well-lg">
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<span><strong>Next Action:</strong><br/>
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Select the option your prefer in your <a t-att-href="prepare_backend_url('base_setup.action_sale_config')">Sales Settings</a>.
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If you don't want to use unique prices, activate the 'Use pricelists to adapt your price per customers' option in your <a t-att-href="prepare_backend_url('base_setup.action_sale_config')">Sales Settings</a>.
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</span>
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</div>
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</div>
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</div>
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<div class="alert alert-info info_icon" role="alert">
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<span class="fa fa-lightbulb-o fa-lg"/>
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<p>
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You can change the Price options at anytime, so we recommend you to select the easiest option that suits your needs for now.
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</p>
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</div>
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<div class="row">
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<div class="col-md-12">
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<div class="well well-lg">
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@@ -635,12 +644,7 @@
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</div>
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</div>
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</div>
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<div class="alert alert-info info_icon" role="alert">
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<span class="fa fa-lightbulb-o fa-lg"/>
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<p>
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You can change the Price options at anytime, so we recommend you to select the easiest option that suits your needs for now.
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</p>
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</div>
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</t>
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</t>
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<t t-call="web_planner.category">
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@@ -721,7 +725,7 @@
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<strong>Exercise:</strong> Try to get the number of leads per salesperson and by creation date
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</p>
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<p>
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<a t-att-href="prepare_backend_url('crm.action_report_crm_lead', 'graph')">Leads analysis</a>
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<a t-att-href="prepare_backend_url('crm.crm_opportunity_report_action_lead', 'graph')">Leads Analysis</a> (if leads are activated)
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</p>
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</div>
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</div>
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@@ -736,7 +740,7 @@
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<p>
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A sales manager will mostly use these two reports:
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<li>
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<a t-att-href="prepare_backend_url('crm.action_report_crm_opportunity', 'graph')">Opportunities Analysis</a>
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<a t-att-href="prepare_backend_url('crm.crm_opportunity_report_action', 'graph')">Opportunities Analysis</a>
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</li>
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<li>
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<a t-att-href="prepare_backend_url('account.action_account_invoice_report_all', 'graph', 'account')">Invoice Analysis</a>
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@@ -761,14 +765,14 @@
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<p>Every salesperson can analyze their own pipe by clicking on the 'switch view to graph' icon.</p>
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<p><strong>Exercise: </strong>Try to switch the kanban to graph view</p>
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<p>
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<a t-att-href="prepare_backend_url('crm.crm_lead_opportunities', 'kanban')">Opportunities pipeline</a>
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<a t-attf-href="web#view_type=kanban&model=crm.lead&menu_id=#{pipeline_menu_id}">Opportunities pipeline</a>
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</p>
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</div>
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</div>
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</div>
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</div>
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<div class="row">
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<div class="col-md-8">
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<div class="col-md-12">
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<div class="alert alert-info info_icon" role="alert">
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<span class="fa fa-lightbulb-o fa-2x"></span>
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<strong>Tips:</strong>
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@@ -776,7 +780,7 @@
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<li>Save filters or add any report to your dashboard with the Favorites menu.</li>
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</div>
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</div>
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<div class="col-md-4">
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<div class="col-md-12">
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<div class="well well-lg">
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<strong>Want to know more?</strong><br/>
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<a href="https://www.odoo.com/slides/odoo-9-training-5/tag/crm-8-59" target="_blank"><span class="fa fa-video-camera"/> Watch our training videos</a><br/>
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