[IMP] Events: Update Booths page

X-original-commit: ecba5be162
Co-authored-by: Rex <11528309+huisit@users.noreply.github.com>
Co-authored-by: Felicia Kuan <freakyotaku@gmail.com>

content/applications/marketing/events/event_booths.rst

@@ -2,8 +2,8 @@
 Event booths
 ============
 
-The Odoo *Events* application provides users with the ability to create event booths, sell their
+The Odoo **Events** application provides users with the ability to create, sell, and manage event
-availability, and manage their reservations.
+booth reservations.
 
 Configuration
 =============
@@ -11,260 +11,224 @@ Configuration
 In order to create, sell, and manage booths for events, the *Booth Management* feature must be
 activated.
 
-To do that, navigate to :menuselection:`Events app --> Configuration --> Settings`, and tick the
+To do that, navigate to :menuselection:`Events app --> Configuration --> Settings`. Click the
-:guilabel:`Booth Management` checkbox. Then, click :guilabel:`Save`.
+:guilabel:`Booth Management` checkbox, then click :guilabel:`Save` to enable the setting.
 
 .. image:: event_booths/booth-management-setting.png
-   :align: center
    :alt: The Booth Management setting in the Odoo Events application.
 
-.. important::
+When the :guilabel:`Booth Management` setting is activated, Odoo automatically creates a default
-   When the :guilabel:`Booth Management` setting is activated, a new :doc:`Product Type
+*Event Booth* product in the database with its :guilabel:`Product Type` set to :guilabel:`Service`
-   <../../inventory_and_mrp/inventory/product_management/configure/type>` becomes available on all
+and its :guilabel:`Create on Order` field set to :guilabel:`Event Booth`.
-   product forms: *Event Booth*.
 
-   This is important because every created booth **must** be assigned a *Booth Category* on their
+Users can modify/duplicate this default product or create a new, custom product. In either case,
-   respective booth form, and every booth category **must** have an *Event Booth* product assigned
+users **must** verify that an *Event Booth* product exists with this configuration in order to
-   to it.
+create booths and booth categories, as shown later in this documentation.
+
+.. _events/booth-categories:
 
 Booth categories
 ================
 
-With the *Booth Management* setting activated in the *Events* app, the *Booth Categories* option
+Custom *booth categories* can be created by users to assign different price tiers and :doc:`sponsors
-appears in the :guilabel:`Configuration` menu.
+<event_sponsors>` for multiple booths at once.
 
-To access the :guilabel:`Booth Category` dashboard, go to :menuselection:`Events app -->
+When the *Booth Management* setting is activated, Odoo automatically creates three default booth
-Configuration --> Booth Categories`, which reveals a list of all created booth categories.
+categories: *Standard Booth*, *Premium Booth*, and *VIP Booth*. Users can modify/duplicate these
+default categories or create new, custom categories. In either case, booth categories **must** exist
+in the database before users can create event booths.
+
+Booth categories dashboard
+--------------------------
+
+To view and manage booth categories, navigate to :menuselection:`Events app --> Configuration -->
+Booth Categories`.
+
+The :guilabel:`Booth Category` dashboard displays a list of all created booth categories along with
+the booth category name, associated *Event Booth* product, and price.
+
+.. note::
+   If sponsors are enabled in the **Events** app, an additional *Create Sponsor* checkbox appears on
+   each record in the list as well as on the booth category form.
 
 .. image:: event_booths/booth-category-page.png
-   :align: center
    :alt: The Booth Category page in the Odoo Events application.
 
-On the :guilabel:`Booth Category` page, the following information for each booth category is listed:
+To edit an existing booth category, select it from the list and proceed to make any desired
+modifications in the resulting booth category form.
 
-- :guilabel:`Name`: the name of the booth category.
+.. _events/booth-categories/create:
-- :guilabel:`Create Sponsor`: if checked, booking this booth category creates a sponsor for the
-  user.
-- :guilabel:`Product`: the *Event Booth* product associated with that specific booth category.
-- :guilabel:`Price`: the price of a booth in that booth category.
-
-When the :icon:`oi-settings-adjust` :guilabel:`(settings)` icon, located to the far-right of the
-column titles, is clicked, a drop-down menu of additional column options appears. From the resulting
-drop-down menu, tick the checkbox beside :guilabel:`Sponsor Level` and/or :guilabel:`Sponsor Type`
-to reveal those columns on the :guilabel:`Booth Category` page.
-
-To edit an existing booth category, select it from the list, and proceed to make any desired
-modifications from the event category form.
 
 Create booth category
 ---------------------
 
-To create a booth category from the :guilabel:`Booth Category` page, click the :guilabel:`New`
+To create a booth category, click the :guilabel:`New` button in the upper-left corner of the page to
-button in the upper-left corner to reveal a blank booth category form.
+reveal a blank booth category form.
 
 .. image:: event_booths/booth-category-form.png
-   :align: center
    :alt: A typical booth category form in the Odoo Events application.
 
 Start by entering a name for the booth category in the top :guilabel:`Booth Category` field. This is
-a **requried** field.
+a **required** field.
 
-To add a corresponding image to the booth category (e.g. a sample photo of how the booth looks),
+Optionally, upload a corresponding image (e.g., a sample photo of how the booth looks).
-click the :icon:`fa-pencil` :guilabel:`(pencil)` icon that appears when the cursor hovers over the
-camera placeholder in the upper-right corner of the booth category form. When clicked, proceed to
-upload the desired image to the booth category form, if needed.
 
-In the :guilabel:`Booth Details` section, users **must** assign a :guilabel:`Product` to the
+In the :guilabel:`Booth Details` section, assign an *Event Booth* product in the :guilabel:`Product`
-category, and it **must** have *Event Booth* set as the *Product Type* on the product form.
+field. This a **required** field.
 
-And, regardless of the listed price on the *Event Booth* product chosen, the user can input a custom
+Next, set a price for the booth category in the :guilabel:`Price` field.
-:guilabel:`Price` to be applied for this booth category in the field below.
 
-In the :guilabel:`Sponsorship` section, there is a :guilabel:`Create Sponsor` checkbox option. With
+If event sponsors are configured, a :guilabel:`Sponsorship` section appears with a :guilabel:`Create
-that checkbox ticked, whenever a booth belonging to this category is booked, the user is created as
+Sponsor` checkbox option. When enabled, the user is created as an official *Sponsor* of the event
-an official *Sponsor* of the event.
+whenever a booth of this category is booked.
 
-When the :guilabel:`Create Sponsor` checkbox is ticked, two additional fields appear beneath it:
+Additionally, the :guilabel:`Sponsor Level` and :guilabel:`Sponsor Type` fields can be configured to
-:guilabel:`Sponsor Level` and :guilabel:`Sponsor Type`.
+specify the level/tier and the type of sponsorship. See the :doc:`event sponsors <event_sponsors>`
+documentation for more information about configuring sponsor levels and types.
+
+Finally, in the :guilabel:`Description` tab, enter any information about the booth category (e.g.,
+the square footage, any amenities, size of display screen, etc.).
+
+Add booths to events
+====================
+
+After configuring booth categories, booths can be created and added to specific events.
+
+Booths dashboard
+----------------
+
+To create and add booths to a specific event, first navigate to its event form and click the
+:guilabel:`Booths` smart button at the top to access the :guilabel:`Booths` dashboard.
+
+The dashboard is displayed in a Kanban view, by default, and grouped by two different:
+:guilabel:`Available` and :guilabel:`Unavailable`. The booths in the :guilabel:`Available` stage are
+still available for exhibitors to reserve. The booths in the :guilabel:`Unavailable` stage have
+already been reserved and are no longer available.
 
 .. note::
-   :guilabel:`Sponsor Level` and :guilabel:`Sponsor Type` are purely to distinguish different
+   The :guilabel:`Booths` dashboard is also viewable in a :icon:`oi-view-list` :guilabel:`(List)`,
-   distinctions of sponsors. For example, if a sponsor has been attached to a company for multiple
+   :icon:`fa-area-chart` :guilabel:`(Graph)`, or :icon:`oi-view-pivot` :guilabel:`(Pivot)` views for
-   years, they would be granted a higher level (e.g. *Gold* level), which provides them with
+   users to track insights about booths for a particular event.
-   immediate credability and status. Whereas, conversely, a relatively new sponsor would be granted
-   a lower level (e.g. *Bronze* level), which coincides with its own credability and status.
 
-Select a desired level of sponsorship from the :guilabel:`Sponsor Level` drop-down field.
+In addition to the default :guilabel:`Available` and :guilabel:`Unavailable` filters, the **Booths**
+dashboard can be grouped by the following:
 
-.. tip::
+- :guilabel:`Status`: Group by the availability of the booths. This is the default grouping option.
-   To modify any existing :guilabel:`Sponsor Level`, select it from the drop-down field, then click
+- :guilabel:`Renter`: Group by the individual renters of the booths.
-   the :icon:`fa-arrow-right` :guilabel:`(right arrow)` that appears at the end of the line. Doing
+- :guilabel:`Booth Category`: Group by the booth categories of the booths.
-   so opens a separate page, wherein the :guilabel:`Sponsor Level` name and :guilabel:`Ribbon Style`
+- :guilabel:`Is Paid`: Group by booths that have been paid and reserved.
-   can be changed, if necessary.
+- :guilabel:`Event`: Group by the associated event of the booths.
 
-Users can also create a new :guilabel:`Sponsor Level`, by typing in the name of the new level, and
+See the :doc:`reporting <../../essentials/reporting>` documentation for more information about views
-clicking :guilabel:`Create and edit...` from the resulting drop-down menu.
+and how to apply filters and grouping options.
 
-.. note::
-   Clicking :guilabel:`Create` from the resulting drop-down menu in this instance creates the
-   sponsor level, but doesn't immediately prompt the user to further configure it, via a
-   :guilabel:`Create Sponsor Level` pop-up window.
 
-Doing so reveals a :guilabel:`Create Sponsor Level` pop-up window.
+Create an event booth
+---------------------
 
-.. image:: event_booths/create-sponsor-level-popup.png
+To create a new booth, click :guilabel:`New` in either the Kanban or List view. This opens an event
-   :align: center
+booth form for the user to configure a new booth.
-   :alt: The Create Sponsor Level pop-up window that appears in the Odoo Events application.
-
-From this pop-up window, confirm the newly-created :guilabel:`Sponsor Level`, and decide what kind
-of :guilabel:`Ribbon Style` should be applied, if any. The :guilabel:`Ribbon Style` options
-available in that drop-down field are: :guilabel:`No Ribbon`, :guilabel:`Gold`, :guilabel:`Silver`,
-and :guilabel:`Bronze`.
-
-If one is selected, that :guilabel:`Ribbon Style` appears with the sponsor's name on the event
-website.
-
-On the booth category form, beneath those sections (:guilabel:`Booth Details` and
-:guilabel:`Sponsorship`), there is the :guilabel:`Description` tab. In this tab, proceed to enter
-any vital information related to the booth category that would be important for any potential
-booth-buyer to know about (e.g., the square footage, any amenities, size of display screen, etc.).
-
-Add booth to an event
-=====================
-
-In order to add a booth to an event, navigate to an existing event form, via :menuselection:`Events
-app --> Events`, and select the desired event from the :guilabel:`Events` dashboard. Or, click
-:guilabel:`New` to open a blank event form.
-
-From the event form, to access the *Booths* for that specific event, click the :guilabel:`Booths`
-smart button at the top of the page.
-
-The :guilabel:`Booths` page is displayed in a Kanban view, by default, with two different stages:
-:guilabel:`Available` and :guilabel:`Unavailable`.
-
-.. note::
-   The :guilabel:`Booths` page of an event is also viewable in a :icon:`oi-view-list`
-   :guilabel:`List` view, :icon:`fa-area-chart` :guilabel:`Graph` view, and :icon:`oi-view-pivot`
-   :guilabel:`Pivot` view. All of which are accessible, via their icons, in the upper-right corner
-   of the :guilabel:`Booths` page.
-
-The booths present in the :guilabel:`Available` stage are still available for people to purchase for
-the event. The booths present in the :guilabel:`Unavailable` stage have already been purchased, and
-are no longer available.
-
-To modify any existing booth, simply click the desired booth from the :guilabel:`Booths` page, and
-proceed to make any necessary changes from the booth form. Or, create a new one, by clicking the
-:guilabel:`New` button in the upper-left corner to reveal a blank booth form.
-
-Booth form
-----------
-
-The booth form in Odoo *Events* lets users customize and configure event booths in a number of
-different ways.
 
 .. image:: event_booths/booth-form.png
-   :align: center
    :alt: Typical booth form in the Odoo Events application.
 
 Start by typing in a :guilabel:`Name` for the booth. This is a **required** field.
 
-Then, apply a :guilabel:`Booth Category` to the booth. This is a **required** field.
+Then, apply (or :ref:`create <events/booth-categories/create>`) a :guilabel:`Booth Category`. This
+is a **required** field.
 
-.. tip::
+After selecting an existing :guilabel:`Booth Category`, the corresponding product and price of the
-   A new :guilabel:`Booth Category` can be created from this field, by typing in the name of the
+selected booth category appear in the non-modifiable :guilabel:`Product` and :guilabel:`Price`
-   new category, and clicking :guilabel:`Create and edit...` from the resulting drop-down menu.
+fields.
-   Doing so reveals a :guilabel:`Create Booth Category` pop-up window, with all the standard fields
-   found on a common booth category form.
 
-   Simply clicking :guilabel:`Create` from the resulting drop-down menu creates the category, but
+Continue by selecting a renter's contact in the :guilabel:`Renter` drop-down to automatically
-   does not reveal the :guilabel:`Create Booth Category` pop-up window. The category would have to
+populate the :guilabel:`Renter Name`, :guilabel:`Renter Email`, and :guilabel:`Renter Phone` fields.
-   be modified later, via the *Booth Categories* page (:menuselection:`Events app --> Configuration
+Alternatively, these fields can also be entered manually.
-   --> Booth Categories`).
 
-Upon selecting a pre-existing :guilabel:`Booth Category`, two additional, non-modifiable fields
+.. note::
-appear: :guilabel:`Product` and :guilabel:`Price`. Both fields represent their respective selections
+   When a renter :ref:`reserves a booth <events/booth-reservation/reserving>` through the event
-for that specific booth category.
+   website, the renter-related fields on the form automatically populate based on the information
-
+   provided during the online transaction. The booth then automatically changes status from
-When a person purchases a booth rental through the event website, the subsequent renter-related
+   *Available* to *Unavailable*.
-fields on the form auto-populate, based on the information provided by the purchaser during the
-online transaction. The booth also automatically changes its status from *Available* to
-*Unavailable*.
-
-However, if the rental of a booth is conducted in any other way (e.g., in person, via sales order,
-etc.), the :guilabel:`Renter`, :guilabel:`Renter Name`, :guilabel:`Renter Email`, and
-:guilabel:`Renter Phone` fields can be entered in manually.
 
 The status of the booth (:guilabel:`Available` or :guilabel:`Unavailable`) can also be changed
-manually, either by clicking the appropriate status from the status bar present on the booth form,
+manually, either by clicking the appropriate status from the status bar in the upper-right of the
-or by dragging-and-dropping the desired booth into the appropriate stage, via the *Booths* page
+booth form or by dragging-and-dropping the desired booth into the appropriate stage via the *Booths*
-Kanban view.
+dashboard Kanban view.
 
-Sell event booths
+Event booth reservation
-=================
+=======================
 
-With event booths configured on the event form, via the event-specific *Booths* pages, Odoo presents
+With event booths configured, renters can view and reserve them on the event webpage via the *Get A
-them on the event website, via the *Get A Booth* event subheader link.
+Booth* event sub-menu link.
 
-To access the *Get A Booth* page on the event website, open the :menuselection:`Events app`, and
+This section outlines how to configure the event website to allow renters to reserve booths. It then
-select the desired event from the :guilabel:`Events` dashboard. From the event form, click the
+provides a view of how renters can reserve the booths through the website.
-:guilabel:`Go to Website` smart button to be taken to the Odoo-built event website.
 
-If the event subheader menu (with the :guilabel:`Get A Booth` option) is *not* showing up on the
+Enable booth reservations
-event website, there are two ways to make it appear.
+-------------------------
 
-While on the event website, enter the edit mode by clicking the :guilabel:`Edit` button in the
+To access the event booths page for a specific event, navigate to the event form in the **Events**
+app and click the :guilabel:`Go to Website` smart button to open the event page.
+
+If the event sub-menu (with the :guilabel:`Get A Booth` option) is *not* showing up, there are two
+ways to make it appear: via the website edit mode or through the developer mode.
+
+Website edit mode
+~~~~~~~~~~~~~~~~~
+
+While on the event page, enter the edit mode by clicking the :guilabel:`Edit` button in the
 upper-right corner. Then, click into the :guilabel:`Customize` tab of the resulting sidebar of web
 design tools.
 
-In the :guilabel:`Customize` tab, click the toggle switch for :guilabel:`Sub-Menu (Specific)`, and
+In the :guilabel:`Customize` tab, click the toggle switch for :guilabel:`Sub-menu (Specific)`, then
-click :guilabel:`Save`. Doing so reveals the event subheader menu with various options.
+click :guilabel:`Save`. Doing so reveals the event sub-menu with various options (e.g., Talks,
+Agenda, Info, etc.).
 
-Alternatively, enter :doc:`Debug mode <../../general/developer_mode>`, and open the specific event
+Developer mode
-form in the the *Events* application.
+~~~~~~~~~~~~~~
 
-On the event form, with *Debug mode* on, an array of subheader menu options appears. Tick the
+Alternatively, enter :doc:`Debug mode <../../general/developer_mode>` and open the specific event
-checkbox for :guilabel:`Website Submenu`, in order for the submenu to appear on the event website.
+form in the **Events** application.
-Doing so also ticks every other submenu-related checkbox automatically.
 
-At this point, proceed to choose which options to keep on the event subheader menu. In this case,
+With *Debug mode* on, an array of sub-menu options appears at the top of the event form. Click the
-make sure the :guilabel:`Booth Register` checkbox is ticked.
+checkbox for :guilabel:`Website Submenu` to display the event sub-menu on the event page.
 
-From there, click the :guilabel:`Get A Booth` event subheader menu option. Doing so reveals the
+Next, choose which sub-menu options to include on the event page. In this case, make sure the
-:guilabel:`Get A Booth` page, showcasing all the configured event booths that were created on the
+:guilabel:`Booth Register` checkbox is selected.
-event form.
+
+.. _events/booth-reservation/reserving:
+
+Reserve a booth
+---------------
+
+Once the sub-menu is enabled on the event page either through the website editor or through the
+debug mode, renters can then view and reserve available booths.
+
+Renters can access the *Get A Booth* page on the event website by selecting the desired event from
+the :guilabel:`Events` homepage then clicking the :guilabel:`Get A Booth` sub-menu option.
 
 .. image:: event_booths/get-a-booth-page.png
-   :align: center
+   :alt: Get A Booth page on the website in Odoo Events.
-   :alt: Typical Get A Booth page on the event website via the Odoo Events app.
 
-From here, the visitor can select their desired booth option, then :guilabel:`Location`. Next, they
+From the :guilabel:`Get A Booth` page, the renter can select their desired booth option, then
-would click the :guilabel:`Book my Booth(s)` button, located at the bottom of the :guilabel:`Get A
+:guilabel:`Location`. Next, they click the :guilabel:`Book my Booth(s)` button located at the
-Booth` page.
+bottom-right of the page.
 
-Doing so reveals a :guilabel:`Contact Details` page, wherein they fill out either *Contact Details*
+Doing so reveals a :guilabel:`Contact Details` page where they fill out either *Contact Details* or
-or *Sponsor Details*, depending on how the booth was configured on the event form. The fields
+*Sponsor Details* depending on how the booth was configured.
-present on this form vary, depending on whether its meant for a basic contact or an event sponsor.
 
-.. note::
+Once the necessary information has been entered, the renter then clicks the :guilabel:`Go to
-   If the selected booth has the *Create Sponsor* checkbox ticked, this page reads as *Sponsor
+Payment` at the bottom of the page and proceeds to complete the typical :doc:`checkout process
-   Details*.
+<../../websites/ecommerce/checkout>`.
 
-The information provided on this details page is used to auto-populate the renter-related
+Upon a successful payment confirmation, the renter has successfully reserved a booth.
-information on the booth form on the event form in the *Events* application.
 
-Once the necessary information has been entered, the visitor then clicks the :guilabel:`Go to
+In the database, that selected booth automatically moves to the *Unavailable* stage on the
-Payment` at the bottom of the page, and proceeds to complete the typical checkout process.
+event-specific *Booths* page in the **Events** app.
 
-Upon a successful payment confirmation, that selected booth automatically moves to the *Unavailable*
+The provided *Sponsor* information (if applicable) and *Sales Order* information are also accessible
-stage on the event-specific *Booths* page in the *Events* application (accessible via the *Booths*
+from the specific event form via their respective smart buttons that appear at the top of the form.
-smart button on the event form).
-
-Also, the provided *Sponsor* information (if applicable) and *Sales Order* information are
-accessible from the specific event form, via their respective smart buttons that appear at the top
-of the form.
-
-.. note::
-   Click the *Sponsors* smart button to modify any information about the sponsor, if necessary.
 
 .. seealso::
    - :doc:`create_events`