[IMP] sales: partner autocomplete rewrite

closes odoo/documentation#8882

Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
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tiku-odoo 2024-04-19 15:42:35 -04:00
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===================================================
Enrich your contacts base with Partner Autocomplete
===================================================
=========================================
Enrich contacts with partner autocomplete
=========================================
Parter Autocomplete helps you to enrich your contacts database with corporate data. Select one of
the companies suggested in the dropdown, and quickly get all the information you need.
*Partner autocomplete* enriches the contacts database with corporate data. In any module, enter the
new company name into the :guilabel:`Customer` field (`partner_id` technical field), and select one
of the companies suggested in the drop-down menu. Instantly get valuable company information full of
hard-to-find data for a desired company.
.. important::
A company **cannot** already be manually entered in the *Contacts* application prior to enriching
it with data.
The information provided by partner autocomplete can include general information about the business
(including full business name and logo), social media accounts, :guilabel:`Company type`,
:guilabel:`Founded` information, :guilabel:`Sectors` information, the number of
:guilabel:`Employees`, :guilabel:`Estimated revenue`, :guilabel:`Phone` number,
:guilabel:`Timezone`, and :guilabel:`Technologies Used`.
.. important::
When getting a company's contact information make sure to be aware of the latest EU regulations.
For more information about General Data Protection Regulation refer to: `Odoo GDPR
<http://odoo.com/gdpr>`_. In Odoo, individual contact information cannot be searched for with
the partner autocomplete feature.
Configuration
=============
Go to :menuselection:`Settings --> Contacts` and activate the *Partner Autocomplete* feature.
Go to :menuselection:`Settings app --> Contacts section`. Then, activate the :guilabel:`Partner
Autocomplete` feature, by ticking the checkbox beside it, and clicking :guilabel:`Save`.
.. image:: partner_autocomplete/settings_partner_autocomplete.png
.. image:: partner_autocomplete/settings-partner-autocomplete.png
:align: center
:alt: View of settings page and the activations of the feature in Odoo
:alt: View of settings page and the activations of the feature in Odoo.
Enrich your contacts with corporate data
========================================
Enrich contacts with corporate data
===================================
| From any module, once you start to create a new contact typing the name of it, the system
will suggest a potential match. If you select it, the contact will be populated with corporate
data.
| For example, after typing *Odoo*, you will get the following information:
From any module, as the user is typing in the name of a new company contact, Odoo reveals a large
drop-down menu of potential match suggestions. If any are selected, the contact is then populated
with corporate data related to that specific selection.
.. image:: partner_autocomplete/odoo_autocomplete.png
For example, after typing `Odoo`, the following information populates:
.. image:: partner_autocomplete/odoo-autocomplete.png
:align: center
:alt: Creating a new contact in Odoo
.. image:: partner_autocomplete/odoo_info_autocomplete.png
In the chatter, the following information populates about the company, after clicking on the desired
pre-populated contact:
.. image:: partner_autocomplete/odoo-info-autocomplete.png
:align: center
:alt: View of the information being shown about odoo with the autocomplete option in Odoo
.. tip:: Partner Autocomplete also works if you enter a VAT number instead of a company name.
.. tip::
Partner Autocomplete also works if a :abbr:`VAT (value-added tax)` number is entered instead of
company name.
Pricing
=======
| *Partner Autocomplete* is an *In-App Purchase (IAP)* service, which requires prepaid credits to be
used. Each request will consume one credit.
| To buy credits, go to :menuselection:`Settings --> Contacts --> Partner Autocomplete or Odoo IAP -->
View My Services` and select a package.
*Partner Autocomplete* is an *In-App Purchase (IAP)* service, which requires prepaid credits to be
used. Each request consumes one credit.
To buy credits, go to :menuselection:`Settings app --> Contacts section`. Then, locate either the
:guilabel:`Partner Autocomplete` feature and click :guilabel:`Buy credits`, or locate the
:guilabel:`Odoo IAP` feature and click :guilabel:`View My Services`. From the resulting page, select
a desired package.
.. note::
- If you run out of credits, the only information that will be populated when clicking on
the suggested company will be the website link and the logo.
- If you are on Odoo Online and you have the Enterprise version, you benefit from free trial
credits to test the feature.
- Learn about our *Privacy Policy* `here <https://iap.odoo.com/privacy#header_2>`_.
If the database runs out of credits, the only information populated when clicking on the
suggested company will be the website link and the logo.
Learn about our `Privacy Policy <https://iap.odoo.com/privacy>`_.
.. note::
Enterprise Odoo users with a valid subscription get free credits to test :abbr:`IAP (In-App
Purchase)` features before deciding to purchase more credits for the database. This includes
demo/training databases, educational databases, and one-app-free databases.
.. seealso::
:doc:`../../../essentials/in_app_purchase`

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