Initial commit: Odoo 18.0-20251222 extra-addons
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sale_order_product_recommendation/README.rst
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sale_order_product_recommendation/README.rst
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=================================
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Sale Order Product Recommendation
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=================================
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..
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:430005bb553765cb590d6b599274c15a577afff56ab622c5fbdaf0bf14923b38
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fsale--workflow-lightgray.png?logo=github
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:target: https://github.com/OCA/sale-workflow/tree/18.0/sale_order_product_recommendation
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:alt: OCA/sale-workflow
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/sale-workflow-18-0/sale-workflow-18-0-sale_order_product_recommendation
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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:target: https://runboat.odoo-community.org/builds?repo=OCA/sale-workflow&target_branch=18.0
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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This module adds a recommended products wizard to current sale order.
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It is based on recent delivered products, and allows the salesman to
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quickly know the most sold products for current customer, which results
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in an easy to use hint to improve sale.
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If you want a better mobile usability, the module is ready to use with
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the 'web_widget_numeric_step' module. Just install it and you will get a
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better numeric input experience.
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**Table of contents**
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.. contents::
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:local:
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Configuration
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=============
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To configure this module you need to:
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In sale order product recommendation you can display the product price
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unit from list price or from last sale order price. To set the default
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value follow the next steps
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1. Go to *Sales > Configuration > Settings > Sale order
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recommendations*.
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2. Assign the desired value to *Product recommendation price origin*
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field.
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3. Press *Save* button to store the change.
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In sale order product recommendation you can compute the recommendations
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using the Delivery Address instead of the Customer. To set this option
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by default follow the next steps
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1. Go to *Sales > Configuration > Settings > Sale order
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recommendations*.
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2. Assign the desired value to *Use delivery address* field.
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3. Press *Save* button to store the change.
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You can define other default values like as:
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- Months backwards to generate recommendations.
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- Number of recommendations to display.
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You can force the addition of all the products recommended in the sale
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order. You can then edit the desired quantities directly in the sale
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order.
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1. Go to *Sales > Configuration > Settings > Sale order
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recommendations*.
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2. Select *Force zero units included*
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You can add a filter domain to exclude or include additional recommended
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products.
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1. Go to *Sales > Configuration > Settings > Sale order
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recommendations*.
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2. Add a filter in section *Sale order product recommendation domain*
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Example: ``[("product_type", "!=" "service")]``
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Usage
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=====
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To use this module, you need to:
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1. Create a new sale order.
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2. Assign its customer.
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3. Press *Recommended Products* button.
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4. Configure the recommendations parameters.
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5. Press *Get recommendations* button.
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6. Add products into the opened wizard.
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7. Press *Accept*.
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/sale-workflow/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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`feedback <https://github.com/OCA/sale-workflow/issues/new?body=module:%20sale_order_product_recommendation%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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-------
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* Tecnativa
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Contributors
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------------
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- `Tecnativa <https://www.tecnativa.com>`__:
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- Jairo Llopis
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- David Vidal
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- Alexandre Díaz
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- Pedro M. Baeza
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- Sergio Teruel
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- Carlos Roca
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- Víctor Martínez
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- `Camptocamp SA <https://www.camptocamp.com>`__:
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- Telmo Santos
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- `Moduon <https://www.moduon.team>`__:
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- Rafael Blasco
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- Gelo Joga
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- Jairo Llopis
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- `Trobz <https://www.trobz.com>`__:
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- Tris Doan
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Maintainers
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-----------
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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.. |maintainer-sergio-teruel| image:: https://github.com/sergio-teruel.png?size=40px
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:target: https://github.com/sergio-teruel
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:alt: sergio-teruel
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.. |maintainer-rafaelbn| image:: https://github.com/rafaelbn.png?size=40px
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:target: https://github.com/rafaelbn
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:alt: rafaelbn
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.. |maintainer-yajo| image:: https://github.com/yajo.png?size=40px
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:target: https://github.com/yajo
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:alt: yajo
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Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:
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|maintainer-sergio-teruel| |maintainer-rafaelbn| |maintainer-yajo|
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This module is part of the `OCA/sale-workflow <https://github.com/OCA/sale-workflow/tree/18.0/sale_order_product_recommendation>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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