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