Sell event reservations

Allow selling event registrations before the event exists

Technical Name:
event_sale_reservation
Version:
12.0
License:
Author:
Tecnativa
  • Odoo Version

Sell event reservations

Beta License: AGPL-3 OCA/event Translate me on Weblate Try me on Runbot

This module extends the functionality of event_sale to support selling reservations of events that still don't exist and to allow you to schedule the creation of events based on how many reservations already exist.

Table of contents

Installation

To install this module, you need to:

  1. Install web_ir_actions_act_multi from https://github.com/OCA/web
  2. Install web_ir_actions_act_view_reload from https://github.com/OCA/web

Configuration

To make use of this module, a user needs these minimal permissions:

  • Sales / User: Own Documents Only
  • Events / User

Usage

To know how many reservations exist for a given event type:

  1. Go to Events > Configuration > Event Categories and pick or create one.
  2. There's a new smart button called Reserved seats with that count.
  3. Click on it to get to the sales orders where the seats got reserved.

But that counter will be probably zero when you install, so let's see how to increase it.

To create an event reservation product:

  1. Go to Sales > Products > Products.
  2. Create one.
  3. Set its basic info (name, price...) and go to Sales tab.
  4. Under Events, tick Is an event reservation.
  5. Select one Event type for reservations.
  6. Save.

From now on, you can sell event reservations for that event type. To do it:

  1. Go to Sales > Orders > Quotations.
  2. Create one.
  3. Set its basic info (customer, date...) and go to Order lines tab.
  4. Click Add a product.
  5. Select the event reservation product you created above.
  6. Set its info (quantity, price...).
  7. Save that line and the quotation.

At this point, the reservation is not yet confirmed, so if you go to the event type, the smart button will still count zero.

To confirm those reservations:

  1. Go to the quotation you just created (if you are not there yet).
  2. Click on Confirm.

Now, if you go to the event type form, the smart button will indicate how many reserved seats exist.

If you want to convert those reservations into real event registrations:

  1. Go to the quotation you just created (if you are not there yet).
  2. Click on Register in event.
  3. In the wizard you see, set the Event and Event Ticket for all the order lines you want to convert into registrations.
  4. If there is any line you still don't want to convert, remove it from the wizard.
  5. Click on Next.
  6. A new wizard will appear, where you will be able to specify the name, email and phone of each one of the attendees. If you don't do it, they will get that info from the sales order customer.
  7. After that's done, click on Apply.

At this point, the sales order lines will be modified to include the ticket product instead of the reservation product, and the event reservations have been created, linked to those lines.

If the ticket was free, the registrations are confirmed. Otherwise, they are kept as draft until an invoice is created for the sales order, and paid. But that is just upstream event_sale module in action.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Tecnativa

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainer:

Yajo

This module is part of the OCA/event project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

This is a preview of the recently viewed products by the user.
Once the user has seen at least one product this snippet will be visible.

Recently viewed Products