Universal Appointments: Sales v.16
The extension to the Universal Appointments app to link appointments and sale orders
Sale orders and appointments
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The app lets you link appointments and sale orders. There are 4 configuration options
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Sent sale orders: if chosen, a sent quotation would be prepared based on the reservation
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Confirmed sale orders: if chosen, an Odoo sale order would be created as soon as a reservation is scheduled. The method is suitable if your service is standard, while final sale positions and details would hardly be modified after the appointment. For example, fixed-price hair cutting
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Draft quotations: if chosen, only a quotation in the state 'Draft' would be prepared. In this way, you have more flexibility in updating an order during service provision or beforehand. For example, if you wanted to add extra complementaries or provide individual discounts
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Manual orders: if chosen, managers have to create quotations while providing service. The method might be applicable when actual sale lines become clear only during the visit itself. For example, a mobile phone repair business assumes initial diagnostics and only after the price is offered
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Until an appointment sale order is not confirmed, you can update that from a reservation form. Both service, quantity, and complementary products are re-calculated in this case
Service pricing
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The tool allows configuring the pricing method per each resource type
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Per planned duration: Odoo quotations are created based on initial reservation plans. For example, it might be suitable for car rental or massage
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Per units: sale orders consider appointments for the same price disregarding their duration. For example, standard haircutting or tire mounting is invoiced the same disregarding how much time they actually take
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Per tracked (real) duration (the extension Universal Appointments: Time Tracking is required): invoice actual time spent on service. For example, the approach is suitable for consultation or legal services
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Prices are price list dependent. Thus, an Odoo manager might select individual conditions during scheduling. In this way, it is possible to apply various currencies, discounts, promos
Complementaries and upselling
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When a customer finishes scheduling, it is a good moment to increase a bill by offering complementary products. The tool has built-in features for that
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Odoo may show the popup wist suggested products for backend managers immediately after reserving a time slot
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The popup allows both adding one or a few complementaries or merely missing the step if suggested products are not required
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The feature might be turned on/off on the configuration page. The popup would be shown only in case there are complementaries defined for a booked service
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Chosen complementaries would be added to a quotation/sales order during its automatic creation or adaptation from the reservation page.
App- og webstedstekster på andre sprog end engelsk er AI-assisterede og afstemt med officielle Odoo-oversættelser. Hvis du opdager en fejl, send en sag om oversættelseskorrekthed så retter vi det.
Odoo-demodatabaser (livedemoer)
Til denne app kan vi tilbyde en gratis personlig demodatabase.
Du behøver hverken telefonnummer eller kreditkort for at kontakte os. Det rækker med en kort e-mail-tilmelding, der tager under 30 sekunder.
På din anmodning forbereder vi en individuel live-forhåndsvisningsdatabase, hvor du i ca. to uger kan teste og tjekke antagelser.
Fejl Rapportering
Hvis du støder på fejl eller inkonsistent adfærd, så kontakt os. Vi garanterer rettelser inden 60 dage efter køb og forbedrer værktøjerne også bagefter.
Du behøver hverken telefonnummer eller kreditkort for at kontakte os. Det rækker med en kort e-mail-tilmelding, der tager under 30 sekunder.
Medtag så mange detaljer som muligt: skærmbilleder, Odoo-serverlogs og en fuld beskrivelse af, hvordan problemet genskabes. Det tager som regel nogle hverdage at lave en arbejdsplan (hvis fejlen bekræftes) eller retningslinjer (ellers).
Offentlig funktioner Anmodninger Modul Idéer GRATIS Udvikling
Vi er stærkt motiverede til at forbedre vores værktøjer og taknemmelige for al feedback. Hvis kravene er til offentlig nytte og kan implementeres effektivt, tager teamet dem med på opgavelisten.
En sådan opgaveliste behandles regelmæssigt og indebærer ingen ekstra gebyrer. Selvom vi ikke kan love frister og endeligt design, kan det være en god måde at få ønskede funktioner uden investeringer og risici.
Du behøver hverken telefonnummer eller kreditkort for at kontakte os. Det rækker med en kort e-mail-tilmelding, der tager under 30 sekunder.
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