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closes odoo/documentation#17004 Signed-off-by: Kai Wen Li (kaili) <kaili@odoo.com> Co-authored-by: Rex <11528309+huisit@users.noreply.github.com> Co-authored-by: Felicia Kuan <freakyotaku@gmail.com>
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236 lines
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============
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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, sell, and manage event
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booth reservations.
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Configuration
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=============
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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`. 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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:alt: The Booth Management setting in the Odoo Events application.
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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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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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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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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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:alt: The Booth Category page in the Odoo Events application.
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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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.. _events/booth-categories/create:
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Create booth category
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---------------------
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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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: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 **required** field.
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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, assign an *Event Booth* product in the :guilabel:`Product`
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field. This a **required** field.
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Next, set a price for the booth category in the :guilabel:`Price` field.
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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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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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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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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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- :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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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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Create an event booth
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---------------------
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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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: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 (or :ref:`create <events/booth-categories/create>`) a :guilabel:`Booth Category`. This
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is a **required** field.
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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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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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.. 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 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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Event booth reservation
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=======================
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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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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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Enable booth reservations
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-------------------------
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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)`, 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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Developer mode
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~~~~~~~~~~~~~~
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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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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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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
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the :guilabel:`Events` homepage then clicking the :guilabel:`Get A Booth` sub-menu option.
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.. image:: event_booths/get-a-booth-page.png
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:alt: Get A Booth page on the website in Odoo Events.
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From the :guilabel:`Get A Booth` page, the renter can select their desired booth option, then
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:guilabel:`Location`. Next, they click the :guilabel:`Book my Booth(s)` button located at the
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bottom-right of the page.
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Doing so reveals a :guilabel:`Contact Details` page where they fill out either *Contact Details* or
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*Sponsor Details* depending on how the booth was configured.
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Once the necessary information has been entered, the renter then clicks the :guilabel:`Go to
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Payment` at the bottom of the page and proceeds to complete the typical :doc:`checkout process
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<../../websites/ecommerce/checkout>`.
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Upon a successful payment confirmation, the renter has successfully reserved a booth.
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In the database, that selected booth automatically moves to the *Unavailable* stage on the
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event-specific *Booths* page in the **Events** app.
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The provided *Sponsor* information (if applicable) and *Sales Order* information are also accessible
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from the specific event form via their respective smart buttons that appear at the top of the form.
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.. seealso::
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- :doc:`create_events`
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- :doc:`sell_tickets`
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