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Adding documentation on the quoting module.
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hichamlahlou committed Aug 1, 2024
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Using the connector in Odoo
---------------------------
Addition of menus in Odoo
-------------------------

After installation, users find the following additional features in odoo:

Expand All @@ -10,10 +10,6 @@ After installation, users find the following additional features in odoo:
.. image:: _images/odoo-forecast-editor.png
:alt: Review and edit sales forecast in odoo

| Note that this screen is only available in the Enterprise Edition of frePPLe.
When using the frePPLe Community Edition these links will result in a
page-not-found error message.
* | The inventory menu has a link to the **frePPLe inventory planning screen**.
| In this screen users can review and edit the stocking policies for
each item location.
Expand All @@ -40,8 +36,14 @@ After installation, users find the following additional features in odoo:
* The manufacturing menu also contains a link to the complete frePPLe
user interface.

.. image:: _images/odoo-frepple-link.png
:alt: FrePPLe link in the manufacturing app

Addition of extra views and fields in Odoo
------------------------------------------

* | Because some manufacturing concepts do not exist in odoo, the manufacturing app
has been enhanced to include following objects.
has been enhanced to include the following objects.

1. Skills: The concept of skill where a work center can have one or more skill has been
added into odoo. A skill link is visible in the Master Data menu. This table is equivalent
Expand All @@ -57,15 +59,81 @@ After installation, users find the following additional features in odoo:
.. image:: _images/work_center_skill.png
:alt: work center skill view in odoo

3. Work center owner: A new field *owner* has been added to the work centers (equivalent to the frePPLe :doc:`../../model-reference/resources` owner field). Owner field
3. Work centers. Owner: A new field *owner* has been added to the work centers (equivalent to the frePPLe :doc:`../../model-reference/resources` owner field). Owner field
allows the planner to define a parent work center.

.. image:: _images/work_center.png
:alt: work center in odoo

4. Routing Work Center: In the Routing Work Center view of odoo, 3 new fields have been added:
The *Skill*, *Search Mode* and *Priority* fields.
4. Operations: In the Operations view of Odoo, 4 new fields have been added:
The *Skill*, *Search Mode*, *Priority* and *secondary work center* fields.
Because it is not uncommom that an operation requires more than one work center to run, the connectors
off the possibility to configure one or more secondary work centers.
This table is the equivalent to the frePPLe :doc:`../../model-reference/operation-resources` table.

.. image:: _images/routing_work_center.png
:alt: routing work center in odoo

.. image:: _images/operations.png
:alt: Operations in odoo

Quoting capabilities
--------------------

Starting from Odoo 17, the connectors also allow the planner to use the frePPLe quoting
module from Odoo.

To activate this functionality for an Odoo user, this user needs to be part of the *frePPLe quoting user*
group.

.. image:: _images/frepple-quoting-user.png
:alt: FrePPLe quoting user group

| Note that the quoting capabilities are only available in the Enterprise Edition of frePPLe.
When using the frePPLe Community Edition these links will result in a
page-not-found error message.
* | The quoting capabilities brought by the connectors offer 2 distinct possibilities:

1. Addtion of a **quote** button at the bottom of the *other info* tab of the quotations in the sales app.

.. image:: _images/quotations-quote-button.png
:alt: Extra quote button in the quotations

If the *Delivery Date* field is empty, clicking on the *Quote* button will fill this field with the
first possible date to deliver this quotation.

If the *Delivery Date* field contains a date, clicking on the *Quote* button will check if it is possible to
deliver the quotation at the delivery date. If it is possible, the *Delivery Date* remains unchanged.
If it is not possible, the delivery date is updated with the new date (that can only be later than the old one).

Note that, if the quotation contains multiple lines, the proposed delivery date will be the latest of all
the lines.

In the message section, planning information is added for each quotation line:

.. image:: _images/quotation-message.png
:alt: Messages contain planning details

2. Addtion of a *FrePPLe Quotes* view accesible with a menu.

.. image:: _images/frepple-quotes-menuitem.png
:alt: An additional menu for the frePPLe quotes

The *frePPLe Quotes* screen allows the planner to get in a matter of seconds a promised date for
a product.

The planner needs to fill the quote information (product, quantity, warehouse...) and hit the *quote*
button.

.. image:: _images/quote-promised-date.png
:alt: A promised date is returned

From the main screen of the *Frepple Quotes*, a *bulk quote* action is also available to allow the planner
to compute a promised date for multiple lines at a time.








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