| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) |
| Lines of code | 193 |
| Technical Name |
oe_customer_onboard |
| License | OPL-1 |
| Website | https://oe-dev.odoo.com/ |
| Versions | 15.0 16.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) |
| Lines of code | 193 |
| Technical Name |
oe_customer_onboard |
| License | OPL-1 |
| Website | https://oe-dev.odoo.com/ |
| Versions | 15.0 16.0 |
How to use the module:Partner Planning
The Odoo default behavior did not provide planning activity template for new customer. That is why we build this module to let the user setup the partner planning activity when new customer comes in, you can generate various activity from your pre-setup planning.
Ability to launch plan in each customer and it will generate various activity accordingly
After install the app, then you will be able to use the feature in this module as the below demonstration:
Step 1: Go to employee > Configuration > Partner Planning to setup the new planning. You will see the screenshot as below:
Step 2: Click create to create new planning then you will see as below screenshot:
Step 3: Input the required field then save it. Then, you will have the new planning.
Step 4: Go to the employee info, then you will see the button Launch Plan as below screenshot
Step 5: it will show the popup as below screenshot, then you need to select your planning and click apply
Step 6: After click Apply, the system will generate the activity accordingly based on your plan as below screenshot:
You will get 30 days free support for any question, queries, and bug fixing (excluding data recovery) concerned with this module.
This support will be counted after the purchase date.
Please do not share it with the others after purchasing.
For any supports or help, do not hesitate to ask me by this email myodooexpert.gmail.com. We can help for your Odoo implementation and develop the custom module with low price.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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