Universal Appointments: Sales v.17
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.
Lietotnes un vietnes teksti valodās, kas nav angļu, ir sagatavoti ar MI palīdzību un saskaņoti ar oficiālajiem Odoo tulkojumiem. Ja pamanāt kļūdu, nosūtiet biļeti par tulkojumu pareizību un mēs to labosim.
Odoo demonstrācijas datubāzes (tiešie priekšskatījumi)
Šai lietotnei varam nodrošināt bezmaksas personalizētu demo datubāzi.
Lai sazinātos, nav vajadzīgs tālruņa numurs vai kredītkarte. Pietiek ar īsu e-pasta reģistrāciju, kas neaizņem vairāk par 30 sekundēm.
Pēc jūsu pieprasījuma sagatavosim individuālu tiešā priekšskatījuma datubāzi, kurā apmēram divas nedēļas varēsiet veikt testus un pārbaudīt pieņēmumus.
Kļūdu ziņošana
Ja sastopaties ar kļūdām vai nekonsekventu uzvedību, sazinieties ar mums. Garantējam labojumus 60 dienu laikā pēc pirkuma un esam ieinteresēti rīkus uzlabot arī pēc šī perioda.
Lai sazinātos, nav vajadzīgs tālruņa numurs vai kredītkarte. Pietiek ar īsu e-pasta reģistrāciju, kas neaizņem vairāk par 30 sekundēm.
Iekļaujiet pieprasījumā pēc iespējas vairāk informācijas: ekrānuzņēmumus, Odoo servera žurnālus, pilnu problēmas atkārtošanas aprakstu u. tml. Parasti darba plāna sagatavošana (ja kļūda ir apstiprināta) vai norādījumu sniegšana (citādi) prasa dažas darba dienas.
Publiski funkciju pieprasījumi un moduļu idejas (bezmaksas izstrāde)
Mēs esam stipri motivēti uzlabot savus rīkus un būsim pateicīgi par jebkuru atsauksmi. Ja jūsu prasības ir vispārīgi noderīgas un tās var efektīvi īstenot, komanda tās iekļaus mūsu uzdevumu sarakstā.
Šāds uzdevumu saraksts tiek apstrādāts regulāri un neparedz papildu maksas. Lai gan mēs nevaram solīt termiņus un galīgo dizainu, tas var būt labs veids, kā iegūt vēlamās funkcijas bez ieguldījumiem un riskiem.
Lai sazinātos, nav vajadzīgs tālruņa numurs vai kredītkarte. Pietiek ar īsu e-pasta reģistrāciju, kas neaizņem vairāk par 30 sekundēm.
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