From 934ea78555df83ee68cb29308e968249d7e95c5c Mon Sep 17 00:00:00 2001 From: Hicham Lahlou Date: Thu, 1 Aug 2024 09:52:29 +0200 Subject: [PATCH] Adding documentation on the quoting module. --- .../using-the-connector-in-odoo.rst | 92 ++++++++++++++++--- 1 file changed, 80 insertions(+), 12 deletions(-) diff --git a/doc/erp-integration/odoo-connector/using-the-connector-in-odoo.rst b/doc/erp-integration/odoo-connector/using-the-connector-in-odoo.rst index b5f2a7892d..e8168c11be 100644 --- a/doc/erp-integration/odoo-connector/using-the-connector-in-odoo.rst +++ b/doc/erp-integration/odoo-connector/using-the-connector-in-odoo.rst @@ -1,5 +1,5 @@ -Using the connector in Odoo ---------------------------- +Addition of menus in Odoo +------------------------- After installation, users find the following additional features in odoo: @@ -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. @@ -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 @@ -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. + + + + + + + +