Universal Appointments: Sales v.14
The extension to the Universal Appointments app to link appointments and sale orders
Sale orders and appointments
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The app let you link appointments and sale orders. You have 3 configuration options
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Automatically confirmed sale orders: if chosen, a sale order would be created as soon as appointment is scheduled. The method is suitable in case your service is standard, and final sale positions and details would hardly be changed during appointment. For example, fixed-price hair cutting
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Draft sale orders: if chosen, only a quotation would be generated. In such a way you would be more flexible in updating an order during service provision or beforehand. For example, if you want to add extra complementaries during a visit or to grant clients individual discounts
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Manual sale orders: if chosen, managers would have to create quotations while providing service. The method might be applicable when most of sale lines become clear only during the visit itself. For example, mobile phone repair business assumes initial diagnostics and only after that offering the price
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Until an appointment sale order is not confirmed, you would be also able to update that right from a reservation form. Both service, quantity and complementary products are re-calculated in that case
Service pricing
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The tool let you configure pricing method per each resource type
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Per planned duration: if chosen, Odoo quotations would be created based on initial reservation plans. For example, it might be suitable for car rent or massage
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Per units: if chosen, sale orders consider appointments for the same price disregarding their duration. For example, standard haircutting or tire mounting are invoiced the same disregarding how much time they take
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Per tracked (real) duration: when you want to invoice actual time spent on service provision. For example, the approach might be suitable for consultation or legal services. The option is available only if the add-on 'Universal Appointments: Time Tracking' is also installed
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Prices are price list dependent. It means, that a manager might select individual conditions during scheduling. In such a way, it is possible to apply various currencies, discounts, promos
Bug reporting
In case you have faced any bugs or inconsistent behavior, do not hesitate to contact us. We guarantee to provide fixes within 60 days after the purchase, while even after this period we are strongly interested to improve our tools.
No phone number or credit card is required to contact us: only a short email sign up which does not take more than 30 seconds.
Please include in your request as many details as possible: screenshots, Odoo server logs, a full description of how to reproduce your problem, and so on. Usually, it takes a few business days to prepare a working plan for an issue (if a bug is confirmed) or provide you with guidelines on what should be done (otherwise).
Public features requests and module ideas (free development)
We are strongly motivated to improve our tools and would be grateful for any sort of feedback. In case your requirements are of public use and might be efficiently implemented, the team would include those in our to-do list.
Such a to-do list is processed on a regular basis and does not assume extra fees. Although we cannot promise deadlines and final design, it might be a good way to get desired features without investments and risks.
No phone number or credit card is required to contact us: only a short email sign up which does not take more than 30 seconds.
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