152 lines
5.6 KiB
ReStructuredText
Executable File
152 lines
5.6 KiB
ReStructuredText
Executable File
.. image:: https://odoo-community.org/readme-banner-image
|
|
:target: https://odoo-community.org/get-involved?utm_source=readme
|
|
:alt: Odoo Community Association
|
|
|
|
===================================
|
|
Sale Product Identification Numbers
|
|
===================================
|
|
|
|
..
|
|
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
|
!! This file is generated by oca-gen-addon-readme !!
|
|
!! changes will be overwritten. !!
|
|
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
|
!! source digest: sha256:c5dc989deb9296162ec75e40eded8c208b8f3f4923214175a78f16c6d17b9fef
|
|
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
|
|
|
.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
|
|
:target: https://odoo-community.org/page/development-status
|
|
:alt: Beta
|
|
.. |badge2| image:: https://img.shields.io/badge/license-AGPL--3-blue.png
|
|
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
|
|
:alt: License: AGPL-3
|
|
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fsale--workflow-lightgray.png?logo=github
|
|
:target: https://github.com/OCA/sale-workflow/tree/18.0/sale_product_identification
|
|
:alt: OCA/sale-workflow
|
|
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
|
|
:target: https://translation.odoo-community.org/projects/sale-workflow-18-0/sale-workflow-18-0-sale_product_identification
|
|
:alt: Translate me on Weblate
|
|
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
|
|
:target: https://runboat.odoo-community.org/builds?repo=OCA/sale-workflow&target_branch=18.0
|
|
:alt: Try me on Runboat
|
|
|
|
|badge1| |badge2| |badge3| |badge4| |badge5|
|
|
|
|
Sometimes, when selling a product, it is necessary to require
|
|
documentation (authorization, ID, etc.) from the customer to justify the
|
|
sale. Examples: Sale of a corrosive product: A document authorizing its
|
|
handling is required. To control this process, we configure a Corrosive
|
|
category in the product listing.
|
|
|
|
Sale of alcohol: In this case, sales to minors are not permitted. To
|
|
control this process, we configure a Minor category in the product
|
|
listing.
|
|
|
|
This module allows you to control these processes through
|
|
identifications in the product listing.
|
|
|
|
Please note that this functionality depends on the
|
|
partner_identification module. For detailed setup and configuration,
|
|
please refer to that addon's documentation.
|
|
|
|
**Table of contents**
|
|
|
|
.. contents::
|
|
:local:
|
|
|
|
Usage
|
|
=====
|
|
|
|
Add identifications to the product
|
|
----------------------------------
|
|
|
|
1. Go to Sales -> Products -> Products
|
|
|
|
2. Create a new product
|
|
|
|
3. Go to the Sales tab and select the Required Identification option.
|
|
|
|
4. A tree will be enabled in which you must configure the required
|
|
identification category (ies) for the product without repeating them.
|
|
|
|
|ADD_IDENTIFICATION|
|
|
|
|
5. If you define any category as optional, a wizard will appear when
|
|
confirming the order to confirm whether the identifications are
|
|
correct and continue with the process.
|
|
|
|
6. Save
|
|
|
|
Validate order with identification products
|
|
-------------------------------------------
|
|
|
|
1. Go to Sales -> Orders -> Quotations
|
|
|
|
2. Create a new order and add any products that require identification
|
|
to the lines.
|
|
|
|
3. Once the order is confirmed, the selected customer's ID numbers will
|
|
be validated to see if they have the categories required for the
|
|
added product(s).
|
|
|
|
4. If the partner does not have all the categories in their valid
|
|
identification number (Validity Date), a message will be displayed
|
|
with the missing categories (and their message defined in the
|
|
product) to validate.
|
|
|
|
|CATEGORY_REQUIRED|
|
|
|
|
5. When validating the required categories, the optional ones are
|
|
validated, for which a wizard will be displayed to confirm.
|
|
|
|
|CONFIRM_IDENTIFICATION|
|
|
|
|
6. If the customer has all the correct identifications, then the order
|
|
confirmation follows its normal flow.
|
|
|
|
.. |ADD_IDENTIFICATION| image:: https://raw.githubusercontent.com/OCA/sale-workflow/18.0/sale_product_identification/static/img/readme/ADD_IDENTIFICATION.png
|
|
.. |CATEGORY_REQUIRED| image:: https://raw.githubusercontent.com/OCA/sale-workflow/18.0/sale_product_identification/static/img/readme/CATEGORIES_REQUIRED.png
|
|
.. |CONFIRM_IDENTIFICATION| image:: https://raw.githubusercontent.com/OCA/sale-workflow/18.0/sale_product_identification/static/img/readme/CONFIRM_IDENTIFICATION.png
|
|
|
|
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_product_identification%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
|
|
-------
|
|
|
|
* Binhex
|
|
|
|
Contributors
|
|
------------
|
|
|
|
- `Binhex <https://www.binhex.cloud/>`__:
|
|
|
|
- Edilio Escalona Almira e.escalona@binhex.cloud
|
|
|
|
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.
|
|
|
|
This module is part of the `OCA/sale-workflow <https://github.com/OCA/sale-workflow/tree/18.0/sale_product_identification>`_ project on GitHub.
|
|
|
|
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
|