Appointment to Sale Order
by Viindoo
| Technical name | viin_appointment_sale |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/16.0/viin_appointment_sale |
| Read description for | v 17.0 v 15.0 |
| Required Apps | Invoicing (account) Discuss (mail) Calendar (calendar) |
| Included Dependencies | Appointments Viindoo Base |
| Extensions | Appointment Opportunity to Quotation |
What it does
Configure to allow automatic quotation or sale order creation from appointment from an appointment type.
Key Features
Confirming the appointment will automatically generate a quote or sales order linked to the appointment.
Editions Supported
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword viin_appointment_sale.
- Press Install.
Instruction
Instruction video: Appointment to Sale Order
1. Activate feature
When creating a quotation/sales order from an appointment, you need to activate the Appointment to Sale Quotation/Order feature in Settings. Then, on the Appointment Type interface, at the Sale Order Creation section, you can choose either Quotation or Sales Order depending on your needs.
Details about the configuration can be found at Integrate Appointments with Sales.
2. Usage
First, customers book consultation appointments from the website.
After the customer successfully schedules an appointment, the responsible employee will receive information about the appointment and click Confirm to confirm the appointment with the customer.
A quotation or sales order will be automatically generated and linked to the corresponding appointment based on the configuration you set up for the appointment type.
Details about the usage can be found at the Create a sales quotation/sales order from an appointment article.
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).
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