1 / 15

Odoo Delivery Date Scheduler App, OpenERP Order Delivery Plugins

Delivery date scheduler plugin allows odoo store customers to choose preferred delivery date & time to receive the purchased orders and also do special comments if any. Know More: https://www.appjetty.com/odoo-delivery-date-scheduler.htm

appjetty
Download Presentation

Odoo Delivery Date Scheduler App, OpenERP Order Delivery Plugins

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. USER MANUAL TABLE OF CONTENTS Introduction .................................................... 1 Benefits of Delivery Date Scheduler ............... 1 Pre-requisites .................................................. 1 Installation ...................................................... 2 Installation Steps ......................................... 2 App Configuration ........................................... 5 Front End Features ....................................... 13 Contact Us ..................................................... 14 Delivery Date Scheduler Version: 1.4 Compatibility: Odoo 8.x, 9.x, 10.x, 11.x

  2. USER MANUAL – Delivery Date Scheduler Introduction Delivery Date Scheduler which is useful for entrepreneurs to easily deal with order management process. It is an ideal extension for customers which allows them to select the date and time on which they want to receive delivery of product. Admin can disable week off days and time slot which won’t allow customers to choose those days and time for delivery. Benefits of Delivery Date Scheduler •It is convenient to manage delivery schedules. •It effectively displays the delivery date with order information. •It enables admin to consolidate order management processes. •It has created seamless shipping experience for customers. •It saves a lot of time and money for delivery. Pre-requisites Following points must be followed before starting the plug-in installation: •You should login as an Admin in Odoo. •Check that your Odoo Instance is compatible for Delivery Date Scheduler. •An e-commerce module should be present in your instance to use this app. www.appjetty.com 1

  3. USER MANUAL – Delivery Date Scheduler Installation Installation Steps Step 1: Download and extract the zip file. Step 2: Check your Odoo add-ons path. •It should be same as defined in Odoo Config file. •Config files are mostly saved in /etc folder. For e.g. /etc/odoo.conf •Open Config file: ▪Give the command: sudo/etc/odoo.conf ▪Config file content: addons_path = /opt/odoo/addons Step 3: Open Terminal and go to download location •For e.g. if the download location path is: /home/odoo/Downloads then the command to be written in the terminal would be: cd/home/odoo/Downloads Step 4: Copy download modules to addons path •Give the below mentioned commands to perform copy operation: ▪$cd /home/odoo/Downloads/website_customer_order_delivery_date ▪$cd v8 ▪$sudo cp delivery_date_scheduler /opt/odoo/addons Step 5: Restart Odoo server Step 6: Login with the admin credentials in your odoo instance. Step 7: Go to Settings/Update Module List. •Click on “Update” button. www.appjetty.com 2

  4. USER MANUAL – Delivery Date Scheduler Step 8: Go to Settings/Local Modules •Remove search filter www.appjetty.com 3

  5. USER MANUAL – Delivery Date Scheduler •Enter module name in the search box provided in the top right corner of the page. For e.g. here write “Delivery Date Scheduler”. •Click on ‘Install’ button. www.appjetty.com 4

  6. USER MANUAL – Delivery Date Scheduler App Configuration General Configuration •Log into your Odoo Instance as Admin. Go to Website Admin -> Configuration. Delivery Date Scheduler module will be added. •Check the ‘Disable Delivery Comment Feature’ checkbox to disable the delivery date scheduler. •Select the view in which you would like to display the Delivery Schedule. For e.g. Calendar view or Timeslot view. www.appjetty.com 5

  7. USER MANUAL – Delivery Date Scheduler •You can make Delivery date mandatory if you set the checkbox against ‘Make Delivery Date Mandatory’. •Write the “Delivery Date Label” and “Delivery Comment Label” of your choice to be displayed on the front end. •Choose the appropriate ‘Date Format’ from the dropdown list. •Choose the desired ‘Time Format’ from the dropdown list. www.appjetty.com 6

  8. USER MANUAL – Delivery Date Scheduler •Set the value of checkbox as true to enable the time in calendar. •User can set the ‘Minimum Interval of days’ between orders placed and scheduled delivery date. www.appjetty.com 7

  9. USER MANUAL – Delivery Date Scheduler Day off Settings •Go to Settings -> Delivery Scheduler Settings. Proceed with the ‘Day Off Settings’. •Day off Setting: User can select single or multiple days from the dropdown list. •Single Day off: Suppose you want to disable particular dates for delivery. This can be done by choosing the dates from the calendar here. •Period off: If there is a case to disable delivery dates for a particular period of time then you can select the start and end date from the calendar here. It is also possible to add multiple periods. •You can delete disabled settings using the icon provided at the end of the row. Note: In case, the time format is changed from AM/PM to 24 hours and vice-versa, then the “Day off Settings” needs to be configured again. www.appjetty.com 8

  10. USER MANUAL – Delivery Date Scheduler Timeslot settings •If the user has selected ‘24 Hour’ time format, then the settings will be displayed as shown in the image below. •You can set the no. of delivery days and minimum interval in hours. •For ‘24 Hour’ time format, you need to select the start time and end time from the dropdown list. •Add the time slots you would like to display at the front end. It is also possible to delete the timeslots using the delete icon provided at the end of the row. www.appjetty.com 9

  11. USER MANUAL – Delivery Date Scheduler •You can disable timeslots for a particular day and date as instructed in the image below. www.appjetty.com 10

  12. USER MANUAL – Delivery Date Scheduler •If the user has selected ‘AM/PM’ format then the settings will be displayed as in the image below. •The settings are almost similar to the previous format. The minor change is you have to select ‘AM/PM’ from the dropdown along with time. www.appjetty.com 11

  13. USER MANUAL – Delivery Date Scheduler Delivery details in Quotation view •Admin can view the delivery date, time and comments if any with the order details. •A new tab for Customer Order Delivery date and time will be added. •You can view this from Sales -> Quotations. Click on any order to view the details. •If the customer has not posted any comment while placing order then it will show “NoComment”. www.appjetty.com 12

  14. USER MANUAL – Delivery Date Scheduler Front End Features •Customers can select desired date for delivery and input their comments if any while placing their order. •Previous date will be disabled. Hence it prevents the customers to select previous dates. www.appjetty.com 13

  15. USER MANUAL – Delivery Date Scheduler Contact Us We simplify your business, offer unique business solution in digital web and IT landscapes. Live Chat Tickets •Get instant support with our Live Chat. •Raise tickets for your specific question! •Send an email to support@appjetty.com or you can login to my account www.appjetty.com and click on My Support Tickets on your account dashboard, to get answers to your specific questions. •Visit our product page at: https://www.appjetty.com/odoo-delivery- date-scheduler.htm and click on the Live Chat button for instant support. Customization: If you would like to customize or discuss about additional feature for Delivery Date Scheduler, please write to sales@appjetty.com www.appjetty.com 14

More Related