Saravanan666/pypi-org huggingface dataset:
Package: odoo9-addon-crm-deduplicate-filter
Exclude some records from the deduplicationThis module extends the possibilities of the contact deduplication allowing
to filter the applicable set according to several criteria.For now, only the filter for restricting the deduplication to only companies or
only contacts is implemented.UsageTo use this module, you need to:Go toSales > Tools > Deduplicate Contacts.Mark “‘Is a company?’ field selected”, “Parent company not set” or
“Parent company set (Contacts)” in the section ‘Exclude contacts having’.This criteria will be used for excluding in the deduplication the selected
kind of records.Bug TrackerBugs are tracked onGitHub Issues. In case of trouble, please
check there if your issue has already been reported. If you spotted it first,
help us smashing it by providing a detailed and welcomed feedback.CreditsImagesFunnel.Arrow.ContributorsPedro M. Baeza <pedro.baeza@tecnativa.com>Vicent Cubells <vicent.cubells@tecnativa.com>MaintainerThis module is maintained by the OCA.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.To contribute to this module, please visithttps://odoo-community.org.
Package: odoo9-addon-crm-event-registration-partner-unique
CRM and Unique Partner per EventThis module prevents duplicated partners in an event withForbid duplicatesenabled when partners in that event are merged.Autoinstalls whencrmis installed along withevent_registration_partner_unique.Bug TrackerBugs are tracked onGitHub Issues. In case of trouble, please
check there if your issue has already been reported. If you spotted it first,
help us smash it by providing detailed and welcomed feedback.CreditsImagesOdoo Community Association:Icon.ContributorsDavid Vidal <david.vidal@tecnativa.com>MaintainerThis module is maintained by the OCA.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.To contribute to this module, please visithttps://odoo-community.org.
Package: odoo9-addon-crm-lead-to-event-registration
Register a lead directly in an eventThis module allows to register a lead directly in an event when converting
this lead into a partner, so that you can save several steps.UsageGo toSales > Configuration > Settingsand check “Use leads if you need a
qualification step before creating an opportunity or a customer” option.Go to any lead inSales > Sales > Leads, and click on the button “Convert
to Opportunity”.In the resulting screen, if the conversion action is “Convert to opportunity”
and you have selected a related partner (a new or an existing one), you will
have a section called “Event registration”.In that section, you can select an event, and when you click on
“Create opportunity”, the partner will be registered automatically in the
event.In any moment, you can also set a registration for an event by clicking on
button “Generate registration”, located in tab “Extra info” in marketing
section in any lead or opportunity.Bug TrackerBugs are tracked onGitHub Issues. In case of trouble, please
check there if your issue has already been reported. If you spotted it first,
help us smashing it by providing a detailed and welcomed feedback.CreditsContributorsPedro M. Baeza <pedro.baeza@tecnativa.com>Rafael Blasco <rafabn@tecnativa.com>Jairo Llopis <jairo.llopis@tecnativa.com>Vicent Cubells <vicent.cubells@tecnativa.com>MaintainerThis module is maintained by the OCA.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.To contribute to this module, please visithttps://odoo-community.org.
Package: odoo9-addon-crm-lead-website
Website in leadsThis module was written to extend the functionality of CRM leads to support
setting the website.ConfigurationTo see some effects of this module, you need to enable leads:EnableSales > Configuration > Settings > Use leads if you need a
qualification step before creating an opportunity or a customer.UsageTo use this module, you need to:Go toSales > Leads.Open a lead.You will see the new field.Bug TrackerBugs are tracked onGitHub Issues. In
case of trouble, please check there if your issue has already been reported. If
you spotted it first, help us smashing it by providing a detailed and welcomed
feedback.CreditsContributorsRafael Blasco <rafael.blasco@tecnativa.com>Jairo Llopis <jairo.llopis@tecnativa.com>MaintainerThis module is maintained by the OCA.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.To contribute to this module, please visithttps://odoo-community.org.
Package: odoo9-addon-crm-operating-unit
CRM with Operating UnitsThis module introduces the following features:Adds the Operating Unit (OU) to the Lead.The user’s default Operating Unit (OU) is proposed at the time of creating the Lead / Opportunity.Security rules are defined to ensure that users can only see the Opportunity / Lead of that Operating Units in which they are allowed access to.UsageBug TrackerBugs are tracked onGitHub Issues. In case of trouble, please
check there if your issue has already been reported. If you spotted it first,
help us smashing it by providing a detailed and welcomed feedback.CreditsImagesOdoo Community Association:Icon.ContributorsEficent Business and IT Consulting Services S.L. <contact@eficent.com>Serpent Consulting Services Pvt. Ltd. <support@serpentcs.com>MaintainerThis module is maintained by the OCA.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.To contribute to this module, please visithttps://odoo-community.org.
Package: odoo9-addon-crm-phone
This module validate phone numbers in the CRM module, just like thebase_phonemodule valide phone numbers in the Partner form. Please refer to
the description of thebase_phonemodule for more information.This module is independant from the Asterisk connector.Please contact Alexis de Lattre from Akretion <alexis.delattre@akretion.com>
for any help or question about this module.
Package: odoo9-addon-crm-phonecall
.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html:alt: License: AGPL-3==============Crm Phonecalls==============* This module allows to manage phone calls in order to analyze them.Usage=====To use this module, you need to:* Go to *Sales > Phone Calls > Logged Calls > Create*.* If your user has *Show Scheduled Calls Menu* permission, you will seescheduled calls menu too.* In any moment you can schedule another call, schedule a meeting or convertcall contact to opportunity.* Calls can be categorized and you can manage categories in *Sales >Configuration > Leads & Opportunities > Phone Calls > Categories*.* Calls can be analyzed in *Sales > Reports > Phone Calls Analysis*... image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas:alt: Try me on Runbot:target: https://runbot.odoo-community.org/runbot/134/9.0Bug Tracker===========Bugs are tracked on `GitHub Issues <https://github.com/OCA/crm/issues>`_.In case of trouble, please check there if your issue has already been reported.If you spotted it first, help us smash it by providing detailed and welcomedfeedback.Credits=======Contributors------------* Odoo S.A.* Vicent Cubells <vicent.cubells@tecnativa.com>* Jairo Llopis <jairo.llopis@tecnativa.com>Maintainer----------.. image:: https://odoo-community.org/logo.png:alt: Odoo Community Association:target: https://odoo-community.orgThis module is maintained by the OCA.OCA, or the Odoo Community Association, is a nonprofit organization whosemission is to support the collaborative development of Odoo features andpromote its widespread use.To contribute to this module, please visit http://odoo-community.org.
Package: odoo9-addon-crm-phonecall-planner
Phonecall plannerUse this module to plan a phone calls schedule for your partners, assuming you
have specified the ideal time to call them.ConfigurationTo use this module, you need to specify your partners’ preferred phone call
schedule:Go to any partner’s form >Phone Calls.Set the preferred phone calling schedule for the partner.Repeat above steps for all of your partners.UsageNow, to actually generate the phone call planning:Go toSales > Phone Calls > Planner.Fill the fields underCall details. Those fields will be saved literally
in the generated phone calls.Fill the fields underCriteria. Those fields are used to filter the
partners and the preexisting calls. The UTM fields will also be saved
literally in the generated phone calls.Fill the fields underTimes. See note below.Fill the fields underRepetition. See note below.PressGenerate planning.Wait a little bit (this is usually a long process).You will get to the list of planned phone calls. Start calling!Note aboutTimessectionTheStartandEndtimes behave in a special way:Theirdatepart is used to know the start and end dates for the planning.Theirtimepart is used to know the time at which we will plan callseach
day under the date range.TheCall durationfield indicates the time spacing you want to leave between
one call and the next one.So, for instance, if you select start on2017-09-01 09:00:00, end on2017-09-03 10:00:00and duration of1:00, it will try to generate these
phone calls:2017-09-01 09:00:002017-09-01 10:00:002017-09-02 09:00:002017-09-02 10:00:002017-09-03 09:00:002017-09-03 10:00:00Note aboutRepetitionsectionIf you choose not to repeat calls, the planner will try to schedule one single
phone call for eachcriteria combination(Partner + Campaign + Source +
Medium) under the specified conditions in theTimessection (see note above).If you choose instead to repeat calls after some amount of days (Days gap),
the planner will:Try to find a partner that matches thecriteria combinationand has never
been called; then schedule a call for him.If all matching partners have already been called, then search for matching
partners that have not been called in the specifiedDays gap; then schedule a
call for the one with least total scheduled calls.If there is still no match, then schedule nothing and continue.Known issues / RoadmapIncompatible withcrm_phonecall_summary_predefinedaddon.Bug TrackerBugs are tracked onGitHub Issues. In case of trouble, please
check there if your issue has already been reported. If you spotted it first,
help us smash it by providing detailed and welcomed feedback.CreditsImagesOdoo Community Association:Icon.ContributorsTecnativa:
* Jairo Llopis <jairo.llopis@tecnativa.com>Do not contact contributors directly about support or help with technical issues.MaintainerThis module is maintained by the OCA.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.To contribute to this module, please visithttps://odoo-community.org.
Package: odoo9-addon-crm-phonecall-summary-predefined
.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html:alt: License: AGPL-3==================================Restricted Summary for Phone Calls==================================This module extends the functionality of CRM phone calls to support setting alimited list of possible phone call summaries, that only the sales manager canedit.Configuration=============To configure the possible summary options, activate the developer mode and goto:* Go to *Sales > Configuration > Sales & Opportunities > Phone Calls >Summaries*.Usage=====* Go to *Sales > Phone Calls > Logged Calls*.* There you can use the new *Summary* field... image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas:alt: Try me on Runbot:target: https://runbot.odoo-community.org/runbot/111/9.0Bug Tracker===========Bugs are tracked on `GitHub Issues <https://github.com/OCA/crm/issues>`_. Incase of trouble, please check there if your issue has already been reported.If you spotted it first, help us smash it by providing detailed and welcomedfeedback.Credits=======Images------* Odoo Community Association: `Icon <https://github.com/OCA/maintainer-tools/blob/master/template/module/static/description/icon.svg>`_.Contributors------------* Rafael Blasco <rafabn@antiun.com>* Jairo Llopis <yajo.sk8@gmail.com>* Vicent Cubells <vicent.cubells@tecnativa.com>Maintainer----------.. image:: https://odoo-community.org/logo.png:alt: Odoo Community Association:target: https://odoo-community.orgThis module is maintained by the OCA.OCA, or the Odoo Community Association, is a nonprofit organization whosemission is to support the collaborative development of Odoo features andpromote its widespread use.To contribute to this module, please visit https://odoo-community.org.
Package: odoo9-addon-crm-rma-location
CRM RMA LocationThis module adds a warehouse’s stock location for RMA movements in the warehouse and 3 picking types for RMA operations, these picking types are one for Incoming Picking, another for Internal and the third for Outgoing picking. Creating it also document sequences for each of them.InstallationTo install this module, just select it from available modulesConfigurationNo extra configuration is added to this moduleUsageGo to Warehouses > Configuration > Warehouses and create a new oneThen go to Warehouse > Configuration > Types of Operation, and confirm that it
have been created the three mentioned picking types.For further information, please visit:https://www.odoo.com/forum/help-1Known issues / RoadmapNo issues are known yetBug TrackerBugs are tracked onGitHub Issues.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomed feedbackCreditsContributorsOsval Reyes <osval@vauxoo.com>Yanina Aular <yanina.aular@vauxoo.com>MaintainerThis module is maintained by the OCA.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.To contribute to this module, please visithttp://odoo-community.org.
Package: odoo9-addon-crm-rma-stock-location
RMA Stock LocationAllow the user to know how much for a product is available ‘On Hand’ and how much
is virtually (expected to be) available for RMA locations. Adding for the
different product views (Tree, Form and Kanban) information about it.Both quantities are computed and include its children locations.It is useful to use it as a quick snapshot for RMA from product perspective.It also adds the following location on warehouses :LossRefurbishedSeveral wizards on incoming deliveries that allow you to move your
goods easily in those new locations from a done reception.Using this module make the logistic flow of return a bit more complex:Returning product goes into RMA location with a incoming shipmentFrom the incoming shipment, forward them to another places (stock, loss, refurbish)InstallationTo install this module, just select it from availables modules.ConfigurationNo configuration is neededUsageGo to Sales > After-sale Services and note that ‘RMA Quantity On Hand’ and
‘RMA Forecasted Quantity’ has been included and they’ll be shown when at least
when a product has either on hand or forecasted quantities available.In the other hand, it provides three wizards to make stock moves (transfers)
allowing to do product returns (incoming), send a product to loss or, to a refurbished
location.For further information, please visit:https://www.odoo.com/forum/help-1Known issues / RoadmapOptimization is possible when searching virtual quantities in the search functionBug TrackerBugs are tracked onGitHub Issues. In case of trouble, please
check there if your issue has already been reported. If you spotted it first,
help us smashing it by providing a detailed and welcomed feedback.CreditsImagesOdoo Community Association:Icon.ContributorsGuewen Baconnier <guewen.baconnier@camptocamp.com>Yanina Aular <yanina.aular@vauxoo.com>Osval Reyes <osval@vauxoo.com>Cyril Gaudin <cyril.gaudin@camptocamp.com>MaintainerThis module is maintained by the OCA.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.To contribute to this module, please visithttps://odoo-community.org.
Package: odoo9-addon-crm-sale-marketing
Sales MarketingThis module extends the functionality of sale_crm module which copies the marketing data
from lead to sale and allows one to keep track of sales generated from marketing source.InstallationTo install this module there is no external library required.Nothing required at all.ConfigurationTo configure this module, you need to:Give the Technical rights to the user.UsageTo use this module, you need to:Go to Lead, pass the marketing details and when the lead is converted to quotation
the module will automatically copy the marketing details to the quotation.Bug TrackerBugs are tracked onGitHub Issues. In case of trouble, please
check there if your issue has already been reported. If you spotted it first,
help us smashing it by providing a detailed and welcomedfeedback.CreditsImagesOdoo Community Association:Icon.ContributorsEficent Business and IT Consulting Services S.L. <contact@eficent.com>Serpent Consulting Services Pvt. Ltd. <support@serpentcs.com>MaintainerThis module is maintained by the OCA.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.To contribute to this module, please visithttps://odoo-community.org.
Package: odoo9-addon-crm-sector
CRM SectorThis module adds the concept of economic sector for leads and opportunities.Bug TrackerBugs are tracked onGitHub Issues.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomed feedbackhere.CreditsImagesOdoo Community Association:Icon.ContributorsRafael Blasco <rafabn@antiun.com>Antonio Espinosa <antonioea@antiun.com>Javier Iniesta <javieria@antiun.com>Jordi Ballester <jordi.ballester@eficent.com> (migrated to 9.0)MaintainerThis module is maintained by the OCA.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.To contribute to this module, please visithttps://odoo-community.org.
Package: odoo9-addon-customer-activity-statement
Print Customer Activity StatementThe activity statement provides details of all activity on the customer receivables
between two selected dates. This includes all invoices, refunds and payments.
Any outstanding balance dated prior to the chosen statement period will appear
as a forward balance at the top of the statement. The list is displayed in chronological
order and is split by currencies.Aging details can be shown in the report, expressed in aging buckets (30 days
due, …), so the customer can review how much is open, due or overdue.ConfigurationUsers willing to access to this report should have proper Accounting & Finance rights:Go toSettings / Usersand edit your user to add the corresponding access rights as follows.InApplication / Accounting & Finance, selectAccountantorAdviseroptions.UsageTo use this module, you need to:Go to Customers and select one or morePress ‘Action > Customer Activity Statement’Indicate if you want to display aging bucketsBug TrackerBugs are tracked onGitHub Issues. In case of trouble,
please check there if your issue has already been reported. If you spotted it
first, help us smash it by providing detailed and welcomed feedback.CreditsImagesOdoo Community Association:Icon.ContributorsMiquel Raïch <miquel.raich@eficent.com>MaintainerThis module is maintained by the OCA.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.To contribute to this module, please visithttps://odoo-community.org.
Package: odoo9-addon-customer-outstanding-statement
Print Customer Outstanding StatementThe outstanding statement provides details of all outstanding customer receivables
up to a particular date. This includes all unpaid invoices, unclaimed refunds and
outstanding payments. The list is displayed in chronological order and is split by currencies.Aging details can be shown in the report, expressed in aging buckets (30 days
due, …), so the customer can review how much is open, due or overdue.ConfigurationUsers willing to access to this report should have proper Accounting & Finance rights:Go toSettings / Usersand edit your user to add the corresponding access rights as follows.InApplication / Accounting & Finance, selectAccountantorAdviseroptions.UsageTo use this module, you need to:Go to Customers and select one or morePress ‘Action > Customer Outstanding Statement’Indicate if you want to display aging bucketsBug TrackerBugs are tracked onGitHub Issues. In case of trouble,
please check there if your issue has already been reported. If you spotted it
first, help us smash it by providing detailed and welcomed feedback.CreditsImagesOdoo Community Association:Icon.ContributorsMiquel Raïch <miquel.raich@eficent.com>MaintainerThis module is maintained by the OCA.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.To contribute to this module, please visithttps://odoo-community.org.
Package: odoo9-addon-database-cleanup
Database cleanupClean your OpenERP database from remnants of modules, models, columns and
tables left by uninstalled modules (prior to 7.0) or a homebrew database
upgrade to a new major version of OpenERP.Caution! This module is potentially harmful and caneasilydestroy the
integrity of your data. Do not use if you are not entirely comfortable
with the technical details of the OpenERP data model ofallthe modules
that have ever been installed on your database, and do not purge any module,
model, column or table if you do not know exactly what you are doing.UsageAfter installation of this module, go to the Settings menu -> Technical ->
Database cleanup. This menu is only available to members of theAccess Rightsgroup. Go through the modules, models, columns and tables
entries under this menu (in that order) and find out if there is orphaned data
in your database. You can either delete entries by line, or sweep all entries
in one big step (if you arereallyconfident).Bug TrackerBugs are tracked onGitHub Issues.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomed feedback.CreditsImagesOdoo Community Association:Icon.ContributorsStefan Rijnhart <stefan@opener.amsterdam>Holger Brunn <hbrunn@therp.nl>Do not contact contributors directly about help with questions or problems concerning this addon, but use thecommunity mailing listor theappropriate specialized mailinglistfor help, and the bug tracker linked inBug Trackerabove for technical issues.MaintainerThis module is maintained by the OCA.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.To contribute to this module, please visithttps://odoo-community.org.