Odoo-18.0-20251222/sale_order_product_recommendation/README.rst

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Sale Order Product Recommendation
=================================

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This module adds a recommended products wizard to current sale order.

It is based on recent delivered products, and allows the salesman to
quickly know the most sold products for current customer, which results
in an easy to use hint to improve sale.

If you want a better mobile usability, the module is ready to use with
the 'web_widget_numeric_step' module. Just install it and you will get a
better numeric input experience.

**Table of contents**

.. contents::
   :local:

Configuration
=============

To configure this module you need to:

In sale order product recommendation you can display the product price
unit from list price or from last sale order price. To set the default
value follow the next steps

1. Go to *Sales > Configuration > Settings > Sale order
   recommendations*.
2. Assign the desired value to *Product recommendation price origin*
   field.
3. Press *Save* button to store the change.

In sale order product recommendation you can compute the recommendations
using the Delivery Address instead of the Customer. To set this option
by default follow the next steps

1. Go to *Sales > Configuration > Settings > Sale order
   recommendations*.
2. Assign the desired value to *Use delivery address* field.
3. Press *Save* button to store the change.

You can define other default values like as:

- Months backwards to generate recommendations.
- Number of recommendations to display.

You can force the addition of all the products recommended in the sale
order. You can then edit the desired quantities directly in the sale
order.

1. Go to *Sales > Configuration > Settings > Sale order
   recommendations*.
2. Select *Force zero units included*

You can add a filter domain to exclude or include additional recommended
products.

1. Go to *Sales > Configuration > Settings > Sale order
   recommendations*.
2. Add a filter in section *Sale order product recommendation domain*
   Example: ``[("product_type", "!=" "service")]``

Usage
=====

To use this module, you need to:

1. Create a new sale order.
2. Assign its customer.
3. Press *Recommended Products* button.
4. Configure the recommendations parameters.
5. Press *Get recommendations* button.
6. Add products into the opened wizard.
7. Press *Accept*.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/sale-workflow/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`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**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
-------

* Tecnativa

Contributors
------------

- `Tecnativa <https://www.tecnativa.com>`__:

  - Jairo Llopis
  - David Vidal
  - Alexandre Díaz
  - Pedro M. Baeza
  - Sergio Teruel
  - Carlos Roca
  - Víctor Martínez

- `Camptocamp SA <https://www.camptocamp.com>`__:

  - Telmo Santos

- `Moduon <https://www.moduon.team>`__:

  - Rafael Blasco
  - Gelo Joga
  - Jairo Llopis

- `Trobz <https://www.trobz.com>`__:

  - Tris Doan

Maintainers
-----------

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

.. |maintainer-sergio-teruel| image:: https://github.com/sergio-teruel.png?size=40px
    :target: https://github.com/sergio-teruel
    :alt: sergio-teruel
.. |maintainer-rafaelbn| image:: https://github.com/rafaelbn.png?size=40px
    :target: https://github.com/rafaelbn
    :alt: rafaelbn
.. |maintainer-yajo| image:: https://github.com/yajo.png?size=40px
    :target: https://github.com/yajo
    :alt: yajo

Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-sergio-teruel| |maintainer-rafaelbn| |maintainer-yajo| 

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.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.