diff --git a/content/applications/marketing/events.rst b/content/applications/marketing/events.rst index 7c35c93b4..5cac83160 100644 --- a/content/applications/marketing/events.rst +++ b/content/applications/marketing/events.rst @@ -12,3 +12,4 @@ Events events/event_essentials events/sell_tickets events/track_manage_talks + events/event_booths diff --git a/content/applications/marketing/events/event_booths.rst b/content/applications/marketing/events/event_booths.rst new file mode 100644 index 000000000..054ac290d --- /dev/null +++ b/content/applications/marketing/events/event_booths.rst @@ -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. diff --git a/content/applications/marketing/events/event_booths/booth-category-form.png b/content/applications/marketing/events/event_booths/booth-category-form.png new file mode 100644 index 000000000..47b40f9ee Binary files /dev/null and b/content/applications/marketing/events/event_booths/booth-category-form.png differ diff --git a/content/applications/marketing/events/event_booths/booth-category-page.png b/content/applications/marketing/events/event_booths/booth-category-page.png new file mode 100644 index 000000000..ce81e1a72 Binary files /dev/null and b/content/applications/marketing/events/event_booths/booth-category-page.png differ diff --git a/content/applications/marketing/events/event_booths/booth-form.png b/content/applications/marketing/events/event_booths/booth-form.png new file mode 100644 index 000000000..436ec53fc Binary files /dev/null and b/content/applications/marketing/events/event_booths/booth-form.png differ diff --git a/content/applications/marketing/events/event_booths/booth-management-setting.png b/content/applications/marketing/events/event_booths/booth-management-setting.png new file mode 100644 index 000000000..af0abc0cf Binary files /dev/null and b/content/applications/marketing/events/event_booths/booth-management-setting.png differ diff --git a/content/applications/marketing/events/event_booths/booths-page-event.png b/content/applications/marketing/events/event_booths/booths-page-event.png new file mode 100644 index 000000000..49e633262 Binary files /dev/null and b/content/applications/marketing/events/event_booths/booths-page-event.png differ diff --git a/content/applications/marketing/events/event_booths/create-sponsor-level-popup.png b/content/applications/marketing/events/event_booths/create-sponsor-level-popup.png new file mode 100644 index 000000000..8d1672555 Binary files /dev/null and b/content/applications/marketing/events/event_booths/create-sponsor-level-popup.png differ diff --git a/content/applications/marketing/events/event_booths/get-a-booth-page.png b/content/applications/marketing/events/event_booths/get-a-booth-page.png new file mode 100644 index 000000000..45e442c53 Binary files /dev/null and b/content/applications/marketing/events/event_booths/get-a-booth-page.png differ