[ADD] events: added booth doc to 16
closes odoo/documentation#10330 Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
@ -12,3 +12,4 @@ Events
|
||||
events/event_essentials
|
||||
events/sell_tickets
|
||||
events/track_manage_talks
|
||||
events/event_booths
|
||||
|
279
content/applications/marketing/events/event_booths.rst
Normal file
@ -0,0 +1,279 @@
|
||||
============
|
||||
Event booths
|
||||
============
|
||||
|
||||
Create event booths, sell their availability, and manage reservations with the Odoo **Events**
|
||||
application.
|
||||
|
||||
Configuration
|
||||
=============
|
||||
|
||||
To create, sell, and manage booths for events, the *Booth Management* feature **must** be
|
||||
activated.
|
||||
|
||||
Navigate to :menuselection:`Events app --> Configuration --> Settings`, and in the
|
||||
:guilabel:`Events` section, tick the :guilabel:`Booth Management` checkbox. Then, click
|
||||
:guilabel:`Save`.
|
||||
|
||||
.. figure:: event_booths/booth-management-setting.png
|
||||
|
||||
The Booth Management setting in the Odoo Events application.
|
||||
|
||||
.. important::
|
||||
When the :guilabel:`Booth Management` setting is activated, a new *Product Type* becomes
|
||||
available on all product forms: *Event Booth*.
|
||||
|
||||
Every created booth **must** be assigned a *Booth Category* on its respective booth form, and
|
||||
every booth category **must** have an *Event Booth* product assigned to it.
|
||||
|
||||
Booth categories
|
||||
================
|
||||
|
||||
With the *Booth Management* setting activated in the **Events** app, the *Booth Categories* option
|
||||
appears in the :guilabel:`Configuration` menu.
|
||||
|
||||
To access the :guilabel:`Booth Category` dashboard, go to :menuselection:`Events app -->
|
||||
Configuration --> Booth Categories`, which reveals a list of all created booth categories.
|
||||
|
||||
.. 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:
|
||||
|
||||
- :guilabel:`Name`: the name of the booth category.
|
||||
- :guilabel:`Create Sponsor`: If ticked, 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 make any desired modifications.
|
||||
|
||||
Create booth category
|
||||
---------------------
|
||||
|
||||
To create a booth category from the :guilabel:`Booth Category` page, click the :guilabel:`New`
|
||||
button in the upper-left corner to 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.
|
||||
|
||||
Enter a name for the booth category in the top :guilabel:`Booth Category` field. This is a
|
||||
**required** field.
|
||||
|
||||
To add a corresponding image to the booth category (e.g. a sample photo of the booth), 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. Then, 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
|
||||
category, and it **must** have *Event Booth* set as the *Product Type* on the product form.
|
||||
|
||||
Regardless of the listed price on the *Event Booth* product chosen, a custom :guilabel:`Price` can
|
||||
be applied for this booth category in that field.
|
||||
|
||||
In the :guilabel:`Sponsorship` section, tick the :guilabel:`Create Sponsor` checkbox option, if the
|
||||
user should be created as an official *Sponsor* of the event, whenever a booth belonging to this
|
||||
category is booked.
|
||||
|
||||
When the :guilabel:`Create Sponsor` checkbox is ticked, two additional fields appear beneath it:
|
||||
:guilabel:`Sponsor Level` and :guilabel:`Sponsor Type`.
|
||||
|
||||
.. note::
|
||||
:guilabel:`Sponsor Level` and :guilabel:`Sponsor Type` establish different distinctions of
|
||||
sponsors.
|
||||
|
||||
For example, if a sponsor has been attached to a company for multiple years, they would be
|
||||
granted a higher level (e.g. *Gold* level), which provides them with immediate credibility and
|
||||
status. Whereas, conversely, a relatively new sponsor would be granted a lower level (e.g.
|
||||
*Bronze* level), which coincides with its own credibility and status.
|
||||
|
||||
Select a desired level of sponsorship from the :guilabel:`Sponsor Level` drop-down field.
|
||||
|
||||
.. tip::
|
||||
To modify any existing :guilabel:`Sponsor Level`, select it from the drop-down field, then click
|
||||
the :icon:`fa-arrow-right` :guilabel:`(right arrow)` that appears at the end of the line. Doing
|
||||
so opens a separate page, wherein the :guilabel:`Sponsor Level` name and :guilabel:`Ribbon Style`
|
||||
can be changed, if necessary.
|
||||
|
||||
Users can also create a new :guilabel:`Sponsor Level`, by typing in the name of the new level, and
|
||||
clicking :guilabel:`Create and edit...` from the resulting drop-down menu.
|
||||
|
||||
Doing so reveals a :guilabel:`Create Sponsor Level` pop-up window.
|
||||
|
||||
.. image:: event_booths/create-sponsor-level-popup.png
|
||||
:align: center
|
||||
:alt: The Create Sponsor Level pop-up window that appears in the Odoo Events application.
|
||||
|
||||
.. note::
|
||||
Clicking :guilabel:`Create` from the resulting drop-down menu in this instance, creates the
|
||||
sponsor level, but does **not** immediately prompt the user to further configure it, via a
|
||||
:guilabel:`Create Sponsor Level` pop-up window.
|
||||
|
||||
From the :guilabel:`Create Sponsor Level` 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.
|
||||
|
||||
In the :guilabel:`Sponsor Type` field, choose one of the following options from the drop-down menu:
|
||||
:guilabel:`Footer Logo Only`, :guilabel:`Exhibitor`, or :guilabel:`Online Exhibitor`.
|
||||
|
||||
- :guilabel:`Footer Logo Only`: the sponsor is only featured on the footer of the event website.
|
||||
- :guilabel:`Exhibitor`: the sponsor is scheduled to be an exhibitor at the event.
|
||||
- :guilabel:`Online Exhibitor`: the sponsor is scheduled to be an online exhibitor for a virtual
|
||||
event.
|
||||
|
||||
On the booth category form, beneath those sections (:guilabel:`Booth Details` and
|
||||
:guilabel:`Sponsorship`), there is the :guilabel:`Description` tab. In this tab, 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, available amenities, size of display screen, etc.).
|
||||
|
||||
Add booth to an event
|
||||
=====================
|
||||
|
||||
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, click the :guilabel:`Booths` smart button at the top of the page to reveal the
|
||||
:guilabel:`Booths` page for that event.
|
||||
|
||||
The :guilabel:`Booths` page is displayed in a Kanban view, by default, with two different stages:
|
||||
:guilabel:`Available` and :guilabel:`Unavailable`.
|
||||
|
||||
.. image:: event_booths/booths-page-event.png
|
||||
:align: center
|
||||
:alt: Typical event booths page, accessible via the smart button on an event form.
|
||||
|
||||
.. 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 purchase. The booths
|
||||
present in the :guilabel:`Unavailable` stage have already been purchased, and are no longer
|
||||
available.
|
||||
|
||||
To modify any existing booth, click the desired booth from the :guilabel:`Booths` page, and make any
|
||||
necessary changes from the booth form. Or, create a new one, by clicking the :guilabel:`New` button
|
||||
in the upper-left corner of the :guilabel:`Booths` page to reveal a blank booth form.
|
||||
|
||||
Booth form
|
||||
----------
|
||||
|
||||
The booth form in Odoo **Events** lets users customize and configure event booths.
|
||||
|
||||
.. 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.
|
||||
|
||||
.. tip::
|
||||
A new :guilabel:`Booth Category` can be created from this field, by typing in the name of the
|
||||
new category, and clicking :guilabel:`Create and edit...` from the resulting drop-down menu.
|
||||
Doing so reveals a :guilabel:`Create Booth Category` pop-up window, with all the standard fields
|
||||
found on a common booth category form.
|
||||
|
||||
Clicking :guilabel:`Create` from the resulting drop-down menu that appears after typing in a new
|
||||
name creates the category, but does **not** reveal the :guilabel:`Create Booth Category` pop-up
|
||||
window. The category would have to be modified later, via the *Booth Categories* page
|
||||
(:menuselection:`Events app --> Configuration --> Booth Categories`).
|
||||
|
||||
Upon selecting a :guilabel:`Booth Category`, two additional, non-modifiable fields appear:
|
||||
:guilabel:`Product` and :guilabel:`Price`. Both fields represent their respective selections for
|
||||
that specific booth category.
|
||||
|
||||
When a person purchases a booth rental through the event website, the subsequent renter-related
|
||||
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 :guilabel:`Available` to
|
||||
:guilabel:`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`, :guilabel:`Renter
|
||||
Phone`, and :guilabel:`Renter Mobile` fields can be entered 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,
|
||||
or by dragging-and-dropping the desired booth into the appropriate stage, via the *Booths* page,
|
||||
while in Kanban view.
|
||||
|
||||
Sell event booths
|
||||
=================
|
||||
|
||||
With event booths configured on the event form, Odoo presents them on the event website, via the
|
||||
*Get A Booth* event subheader link.
|
||||
|
||||
To access the *Get A Booth* page on the event website, open the :menuselection:`Events app`, and
|
||||
select the desired event from the :guilabel:`Events` dashboard. From the event form, click the
|
||||
: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
|
||||
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
|
||||
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
|
||||
click :guilabel:`Save`. Doing so reveals the event subheader menu with various options.
|
||||
|
||||
Alternatively, enter :doc:`Debug mode <../../general/developer_mode>`, and open the specific event
|
||||
form in the **Events** application.
|
||||
|
||||
On the event form, with *Debug mode* on, an array of subheader menu options appears. Tick the
|
||||
checkbox for :guilabel:`Website Submenu`, in order for the submenu to appear on the event website.
|
||||
Doing so also ticks every other submenu-related checkbox automatically.
|
||||
|
||||
At this point, choose which options to keep on the event subheader menu. In this case, make sure the
|
||||
:guilabel:`Booth Register` checkbox is ticked.
|
||||
|
||||
On the event website, click the :guilabel:`Get A Booth` event subheader menu option. Doing so
|
||||
reveals the :guilabel:`Get A Booth` page, showcasing all the configured event booths that were
|
||||
created.
|
||||
|
||||
.. 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.
|
||||
|
||||
From here, the visitor can select their desired booth option. Next, they would click the
|
||||
:guilabel:`Book my Booths` button, located at the bottom of the :guilabel:`Get A Booth` page.
|
||||
|
||||
Doing so reveals a :guilabel:`Sponsor Details` page, wherein they fill out either *Sponsor Details*
|
||||
or *Contact Details*, depending on how the booth was configured on the event form. The fields
|
||||
present on this form vary, depending on whether it is meant for a basic contact or an event sponsor.
|
||||
|
||||
.. note::
|
||||
If the selected booth has the *Create Sponsor* checkbox ticked, this page reads as *Sponsor
|
||||
Details*.
|
||||
|
||||
The information provided on this page is used to auto-populate the renter-related information on the
|
||||
booth form.
|
||||
|
||||
Once the necessary information has been entered, the booth purchaser then clicks the :guilabel:`Book
|
||||
my Booths` button at the bottom of the page, and completes the typical checkout process.
|
||||
|
||||
Upon 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 on an event form to view and modify any information about the
|
||||
sponsor, if necessary.
|
After Width: | Height: | Size: 17 KiB |
After Width: | Height: | Size: 25 KiB |
After Width: | Height: | Size: 15 KiB |
After Width: | Height: | Size: 32 KiB |
After Width: | Height: | Size: 24 KiB |
After Width: | Height: | Size: 9.2 KiB |
After Width: | Height: | Size: 57 KiB |