odoo-forge-bundle 0.1.0

package/payload/skills/odoo18-docs/references/docs/applications/marketing/events/sell_tickets.md

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+---
+title: "Sell event tickets"
+source_url: "https://docs.odoo.sbggai.top/applications/marketing/events/sell_tickets.html"
+---
+
+==================
+# Sell event tickets
+
+Odoo *Events* provides users with the ability to create custom event tickets (and ticket tiers),
+with various price points.
+
+It *also* allows them to sell event tickets in two different ways: via standard sales orders, and
+online through an integrated website.
+
+Odoo also simplifies the ticket-purchasing process by providing plenty of payment method options.
+
+> **tip**:
+>    To learn more about how to create custom tickets (and ticket tiers) for events, check out the
+   :doc:`create_events` documentation.
+
+# Configuration
+
+In order to sell event tickets in Odoo, some settings must first be enabled.
+
+First, navigate to :menuselection:`Events app --> Configuration --> Settings`. In the
+:guilabel:`Registration` section, there are two different settings: :guilabel:`Tickets` and
+:guilabel:`Online Ticketing`.
+
+The :guilabel:`Tickets` setting allows users to sell event tickets with standard sales orders.
+
+The :guilabel:`Online Ticketing` setting allows users to sell event tickets online through their
+integrated Odoo website.
+
+To activate a setting, tick the checkbox beside the desired feature's label, and click
+:guilabel:`Save` to finish enabling it.
+
+> **note**:
+>    If these options are *not* enabled, a default :guilabel:`Register` button becomes available for
+   visitors to interact with and procure free registrations to the event.
+
+.. image:: sell_tickets/events-settings-tickets.png
+   :align: center
+   :alt: View of the settings page for Odoo Events.
+
+With those settings enabled, Odoo automatically creates a new *Product Type* called, *Event Ticket*,
+which is accessible on every product form. Odoo also creates three event registration products (with
+the *Product Type* set to *Event Ticket*) that can be used or modified for event tickets.
+
+> **important**:
+>    When creating a new event registration product, the *Product Type* **must** be set to *Event
+   Ticket* on the product form, in order for it to be selected in the *Product* column under the
+   *Tickets* tab on an event form.
+
+   .. image:: sell_tickets/events-tickets-registration-product.png
+      :align: center
+      :alt: View of an event form highlighting the column product under the tickets tab in Odoo.
+
+> **note**:
+>    Any event with paid tickets sold, features a :icon:`fa-dollar` :guilabel:`Sales` smart button at
+   the top of the event form, where the respective sales orders attributed to those ticket sales
+   become available.
+
+   .. image:: sell_tickets/events-sales-smartbutton.png
+      :align: center
+      :alt: View of an event's form and the sales smart button in Odoo Events.
+
+   Clicking the :icon:`fa-dollar` :guilabel:`Sales` smart button reveals a separate page, showcasing
+   all the sales orders (standard and/or online) related to tickets that have been sold for that
+   specific event.
+
+# Sell event tickets with the Sales app
+
+To sell event tickets with sales orders, start by navigating to the :menuselection:`Sales` app.
+Then, click :guilabel:`New` to open a new quotation form.
+
+After filling out the top portion of the form with the appropriate customer information, click
+:guilabel:`Add a product` in the :guilabel:`Order Lines` tab. Then, in the :guilabel:`Product`
+column, select (or create) an event registration product configured with its :guilabel:`Product
+Type` set to :guilabel:`Event Ticket` on its product form.
+
+Once an event registration product is selected, a :guilabel:`Configure an event` pop-up window
+appears.
+
+.. image:: sell_tickets/configure-event-popup.png
+   :align: center
+   :alt: Standard 'Configure an event' pop-up window that appears on an event ticket sales order.
+
+From the :guilabel:`Configure an event` pop-up window, select to which event this ticket purchase is
+related to in the :guilabel:`Event` field drop-down menu. Then, in the :guilabel:`Event Ticket`
+drop-down menu, select which ticket tier the customer wishes to purchase, if there are multiple
+tiers configured for that event.
+
+When all the desired configurations are complete, click :guilabel:`Ok`. Doing so returns the user to
+the sales order, with the event registration ticket product now present in the :guilabel:`Order
+Lines` tab. The user can proceed to confirm and close the sale, per the usual process.
+
+> **tip**:
+>    To re-open the *Configure an event* pop-up window, hover over the event registration product name
+   in the :guilabel:`Order Lines` tab, and click on the :icon:`fa-pencil` :guilabel:`(pencil)` icon.
+
+# Sell event tickets through the Website app
+
+When a visitor arrives on the register page of the event website, they can click the
+:guilabel:`Register` button to purchase a ticket to the event.
+
+> **note**:
+>    If the visitor is *not* already on the register page of the event website, clicking
+   :guilabel:`Register` on the event website's submenu redirects them to the proper
+   register page. From there, they can click the :guilabel:`Register` button to begin the ticket
+   purchasing process.
+
+If different ticket tiers are configured for the event, the visitor is presented with a
+:guilabel:`Tickets` pop-up window.
+
+.. image:: sell_tickets/tickets-popup.png
+   :align: center
+   :alt: The tickets pop-up window that appears on the event's website when 'Register' is clicked.
+
+From here, visitors select which ticket tier they would like to purchase, along with a quantity,
+using the numerical drop-down menu available to the right of their desired ticket. Once the desired
+selections have been entered, the visitor then clicks the :guilabel:`Register` button.
+
+Then, an :guilabel:`Attendees` pop-up window appears, containing all the questions that have been
+configured in the *Questions* tab of the event form for this particular event.
+
+.. image:: sell_tickets/attendees-popup.png
+   :align: center
+   :alt: The attendees pop-up window that appears on the event's website when 'Ok' is clicked.
+
+If multiple tickets are being purchased at once, there are numbered sections for each individual
+ticket registrant, each containing the same questions. However, if any question has been configured
+with the *Ask once per order* setting, that question is only asked once -- and **not** for every
+attendee making the reservation in the order.
+
+With all necessary information entered, the visitor can then click the :guilabel:`Go to Payment`
+button. Doing so first takes the visitor to a :guilabel:`Billing` confirmation page, followed by a
+:guilabel:`Payment` confirmation page, where they can utilize any configured payment method set up
+in the database to complete the order.
+
+Then, once the purchase is complete on the front-end of the website, the subsequent sales order is
+instantly accessible in the back-end of the database.
+
+.. seealso::
+   :doc:`create_events`

package/payload/skills/odoo18-docs/references/docs/applications/marketing/events/track_manage_talks.md

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+---
+title: "Talks, proposals, and agenda"
+source_url: "https://docs.odoo.sbggai.top/applications/marketing/events/track_manage_talks.html"
+---
+
+============================
+# Talks, proposals, and agenda
+
+With Odoo *Events*, users can utilize a fully-integrated event website, where attendees can quickly
+access various tracks (talks, presentations, etc.), view entire agendas, and propose talks for the
+event.
+
+# Event website
+
+To access an event website, navigate to the specific event form in the Odoo *Events* app, and click
+the :guilabel:`Go to Website` smart button. Or, while on the Odoo-built website for the company,
+click the :guilabel:`Events` header option, and select the desired event to view that event's
+website.
+
+On the event website, there is an event-specific subheader menu with different options to choose
+from.
+
+With the *Schedule & Tracks* setting enabled in the Odoo *Events* app, the following links are
+automatically added to the subheader menu, located on the event website: :guilabel:`Talks`,
+:guilabel:`Talk Proposals`, and :guilabel:`Agenda`.
+
+.. image:: track_manage_talks/track-submenu-options.png
+   :align: center
+   :alt: The track-related event submenu options on an event website built with Odoo Events.
+
+To enable the :guilabel:`Schedule & Tracks` setting, navigate to :menuselection:`Events app -->
+Configuration --> Settings`, tick the checkbox beside :guilabel:`Schedule & Tracks`, and click
+:guilabel:`Save`.
+
+## Talks page
+
+The :guilabel:`Talks` link takes the attendee to a page filled with all the planned tracks for the
+event.
+
+.. image:: track_manage_talks/talks-page.png
+   :align: center
+   :alt: The Talks page on an event website built through the Odoo Events application.
+
+At the top of :guilabel:`Talks` page, there are drop-down filter menus beside a :guilabel:`Search
+a talk...` search bar.
+
+The first drop-down filter menu (with the starting title: :guilabel:`Favorites`) is the only
+drop-down filter menu that appears by default. When clicked, the resulting menu presents two
+options: :guilabel:`Favorites` and :guilabel:`All Talks`.
+
+Selecting :guilabel:`Favorites` shows *only* the tracks that have been favorited by the attendee.
+
+> **note**:
+>    If no tracks have been favorited, and the :guilabel:`Favorites` filter is selected, Odoo presents
+   all the event tracks.
+
+Selecting :guilabel:`All Talks` shows *all* the tracks, regardless if they have been favorited or
+not.
+
+The other drop-down filter menus that appear on this page are related to any configured tags (and
+tag categories) created for event tracks in the backend.
+
+> **tip**:
+>    To add tags and tag categories to track forms, open a desired event track form, and start typing
+   a new tag in the :guilabel:`Tags` field. Then, click :guilabel:`Create and edit...` from the
+   resulting drop-down menu.
+
+   Doing so reveals a :guilabel:`Create Tags` pop-up form.
+
+   .. image:: track_manage_talks/create-tags-popup.png
+      :align: center
+      :alt: The Create Tags pop-up form that coincides with drop-down filter menus on Talks page.
+
+   From here, users see the recently added tag in the :guilabel:`Tag Name` field. Beneath that,
+   there is an option to add a specific :guilabel:`Color Index` to the tag for added organization.
+
+   Lastly, there is the :guilabel:`Category` field, where users can either select a pre-existing
+   category for this new tag, or create a new one.
+
+   All options in the :guilabel:`Category` field for tags appear as their own drop-down filter menu
+   on the :guilabel:`Talks` page, located on the event website.
+
+Beneath the drop-down filter menus at the top of the :guilabel:`Talks` page, there is a list of
+planned tracks for the specific event, organized by day.
+
+If an attendee wishes to favorite a track, they can click the :icon:`fa-bell-o` :guilabel:`(empty
+bell)` icon, located to the right of the track title. Attendees will know a track has been favorited
+when they notice the icon has been changed to :icon:`fa-bell` :guilabel:`(filled bell)` icon.
+
+Favoriting a track this way places it on the list of :guilabel:`Favorites`, which is accessible from
+the default drop-down filter menu, located at the top of the :guilabel:`Talks` page.
+
+## Talk Proposals page
+
+The :guilabel:`Talk Proposals` link takes attendees to a page on the event website, wherein they can
+formerly submit a proposal for a talk (:dfn:`track`) for the event, via a custom online form.
+
+.. image:: track_manage_talks/talk-proposals-page.png
+   :align: center
+   :alt: The Talk Proposals page on the event website built with the Odoo Events application.
+
+In addition to the form, an introduction to the page, along with any other pertinent information
+related to the types of talks the event will feature can be added, if needed.
+
+The talk proposal form can be modified in a number of different ways, via the web builder tools,
+accessible by clicking :guilabel:`Edit` while on the specific page.
+
+Then, proceed to edit any of the default fields, or add new forms with the :guilabel:`Form` building
+block (located in the :guilabel:`Blocks` section of the web builder tools sidebar).
+
+Once all the necessary information is entered into the form, the attendees just need to click the
+:guilabel:`Submit Proposal` button.
+
+Then, that talk, and all the information entered on the form, can be accessed on the
+:guilabel:`Event Tracks` page for that specific event in the :guilabel:`Proposal` stage, which is
+accessible via the :guilabel:`Tracks` smart button on the event form.
+
+At that point, an internal user can review the proposed talk, and choose to accept or deny the
+proposal.
+
+If accepted, the internal user can then move the track to the next appropriate stage in the Kanban
+pipeline on the :guilabel:`Event Tracks` page for the event. Then, they can open that track form,
+and click the :guilabel:`Go to Website` smart button to reveal that track's page on the event
+website.
+
+From there, they can toggle the :guilabel:`Unpublished` switch in the header to
+:guilabel:`Published`, which allows all event attendees to view and access the talk.
+
+## Agenda page
+
+The :guilabel:`Agenda` link takes attendees to a page on the event website, showcasing an event
+calendar, depicting when (and where) events are taking place for that specific event.
+
+.. image:: track_manage_talks/event-agenda-page.png
+   :align: center
+   :alt: The event Agenda page on the event website built with the Odoo Events application.
+
+Clicking any track on the calendar takes the attendee to that specific track's detail page on the
+event website.
+
+If an attendee wishes to favorite a track, they can click the :icon:`fa-bell-o` :guilabel:`(empty
+bell)` icon, located to the right of the track title. Attendees will know a track has been favorited
+when they notice the icon has been changed to :icon:`fa-bell` :guilabel:`(filled bell)` icon.

package/payload/skills/odoo18-docs/references/docs/applications/marketing/events.md

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+---
+title: ""
+source_url: "https://docs.odoo.sbggai.top/applications/marketing/events.html"
+---
+
+:show-content:
+# 
+# Events
+
+Explore the various aspects of the Odoo **Events** detailed dashboard, and useful settings, that can
+be utilized to generate and gather valuable data about events (and their attendees), which can then
+be used to improve decision-making and event-planning.
+
+.. seealso::
+   [Odoo Tutorials: Events ](https://www.odoo.com/slides/surveys-63)
+
+.. cards::
+
+   .. card:: Create events
+      :target: events/create_events
+
+      Discover how to create events with Odoo.
+
+   .. card:: Sell event tickets
+      :target: events/sell_tickets
+
+      Learn how to create, configure, and sell event tickets.
+
+   .. card:: Track and manage talks
+      :target: events/track_manage_talks
+
+      See how to create, track, and manage event tracks with Odoo.
+
+   .. card:: Event templates
+      :target: events/event_templates
+
+      Expedite the event-creation process with event templates.
+
+   .. card:: Event tracks
+      :target: events/event_tracks
+
+      Learn how to create, track, and manage event tracks with Odoo.
+
+   .. card:: Event booths
+      :target: events/event_booths
+
+      Create, manage, and sell event booths.
+
+   .. card:: Registration Desk
+      :target: events/registration_desk
+
+      Instantly grant access to event attendees with Odoo's Registration Desk feature.
+
+   .. card:: Revenues report
+      :target: events/revenues_report
+
+      Analyze the financial success of events with Odoo.
+
+# Events dashboard
+
+When the **Events** application is opened, Odoo reveals the main :guilabel:`Events` dashboard, which
+can be viewed in a number of different ways. Those different view options are accessible from the
+:guilabel:`Events` dashboard in the upper-right corner, via a series of view-related icon buttons.
+
+By default, the :guilabel:`Events` dashboard is displayed in the :icon:`oi-view-kanban`
+:guilabel:`Kanban` view, which is populated with a variety of pipeline stages.
+
+.. image:: events/kanban-dashboard.png
+   :align: center
+   :alt: Overview of events setting with the kanban view in Odoo Events.
+
+This view showcases all the events in the database in their respective stages. By default, the
+stages are: :guilabel:`New`, :guilabel:`Booked`, :guilabel:`Announced`, :guilabel:`Ended`, and
+:guilabel:`Cancelled`.
+
+> **note**:
+>    The :guilabel:`Ended` and :guilabel:`Cancelled` stages are folded, by default, and located to the
+   right of the other stages.
+
+On each event card, find the scheduled date of the event, the name of the event, the location, the
+number of expected :guilabel:`Attendees`, any scheduled activities related to the event, the status
+of the event, and the person responsible for the event.
+
+To quickly add a new event to a pipeline, click the :icon:`fa-plus` :guilabel:`(plus)` icon at the
+top of the stage to which the event should be added to reveal a blank Kanban card to fill out.
+
+.. image:: events/blank-kanban-card.png
+   :align: center
+   :alt: Typical blank kanban card to fill out in the Odoo Events application.
+
+In this blank Kanban card, enter the name of :guilabel:`Event`, along with the start and end
+:guilabel:`Date` and time.
+
+Then, either click :guilabel:`Add` to add it to the stage and edit it later, or click
+:guilabel:`Edit` to add the event to stage and edit its configurations on a separate page.
+
+Each event card can be dragged-and-dropped into any stage on the Kanban pipeline, providing easy
+organizational access.
+
+# Settings
+
+To access the event settings and feature options in Odoo **Events**, navigate to
+:menuselection:`Events app --> Configuration --> Settings`. From here, tick the checkboxes beside
+the desired settings and/or features, and click :guilabel:`Save` to activate them.
+
+## Events section
+
+In the :guilabel:`Events` section of the :guilabel:`Settings` page, there are selectable features
+that can be enabled to add various elements to events created with the Odoo **Events** application.
+
+.. image:: events/settings-events-section.png
+   :align: center
+   :alt: The Events section on the Odoo Events settings page in the Odoo Events application.
+
+The :guilabel:`Schedule & Tracks` feature allows users to manage and publish a schedule with tracks
+for events. *Tracks* is a catch-all term that refers to talks, lectures, demonstrations,
+presentations, and other similar elements that users may choose to include as part of an event.
+
+When the :guilabel:`Schedule & Tracks` feature is enabled, two additional fields appear beneath it:
+:guilabel:`Live Broadcast` and :guilabel:`Event Gamification`.
+
+The :guilabel:`Live Broadcast` feature lets users air tracks online, via a *YouTube* integration.
+
+The :guilabel:`Event Gamification` feature lets users share a quiz after any event track, in order
+for attendees to gauge how much they learned from the track they just saw/heard. Companies can also
+benefit from this feature, in that the subsequent responses and results of the quizzes can help
+determine where a company's strengths and weaknesses are, when it comes to their presentations.
+
+Next, is the :guilabel:`Online Exhibitors` feature. This feature allows users to display sponsors
+and exhibitors on event pages, which can serve as a valuable incentive to encourage partners and
+businesses to participate in the event.
+
+The :guilabel:`Jitsi Server Domain` field represents an external conferencing service that is
+integrated with Odoo. It is what is used to create and host virtual conferences, community rooms,
+and other similar elements for events.
+
+The :guilabel:`Community Chat Rooms` feature allows users to create virtual conference rooms for
+event attendees, providing them with a centralized place to meet and discuss anything related to the
+event.
+
+Lastly, there is the :guilabel:`Booth Management` feature. This feature provides users with the
+ability to create and manage event booths and booth reservations. When enabled, users can create
+different booth tiers, with individual price points, and sell them to interested parties.
+
+## Registration section
+
+The :guilabel:`Registration` section of the :guilabel:`Settings` page provides selectable settings
+that are directly related to event registration.
+
+.. image:: events/settings-registration-section.png
+   :align: center
+   :alt: The Registration section in the Odoo Events settings page in the Odoo Events application.
+
+The :guilabel:`Tickets` setting allows users to sell event tickets, via standard sales orders.
+
+The :guilabel:`Online Ticketing` setting creates a selectable *Event Ticket* product type on product
+forms, which provides users with the ability to sell event tickets online, via their
+website/eCommerce store.
+
+## Attendance section
+
+In the :guilabel:`Attendance` section of the :guilabel:`Settings` page, there is a selectable
+setting that is directly related to how attendees can attend/enter the event.
+
+.. image:: events/settings-attendance-section.png
+   :align: center
+   :alt: The Attendance section in the Odoo Events Settings page in the Odoo Events application.
+
+The :guilabel:`Use Event Barcode` setting, when activated, enables barcode (and QR code) scanning
+for attendees to enter the event. This provides attendees with quick access, and helps Odoo users
+easily track, manage, and analyze all event attendees.
+
+The :guilabel:`Barcode Nomenclature` field, beneath the :guilabel:`Use Event Barcode` setting, is
+set to :guilabel:`Default Nomenclature`, by default, but can be changed at any time.
+
+# Create events
+
+With Odoo **Events**, events can be manually created from scratch or built off of pre-made
+templates.
+
+Once launched, the **Events** application then integrates with the **Website** app for the front-end
+promotion and registration of the event for attendees, the **Sales** app for the purchasing ability
+of paid tickets, and the **CRM** application through customizable lead generation rules.
+
+.. seealso::
+   :doc:`events/create_events`
+
+# Sell event tickets
+
+Create custom ticket tiers (with various price points) for potential event attendees to choose from,
+directly on the event template form, under the *Tickets* tab.
+
+Odoo simplifies the ticket-purchasing process by providing plenty of payment method options, as
+well.
+
+.. seealso::
+   :doc:`events/sell_tickets`
+
+# Track and manage talks
+
+Discover how to access various event tracks (talks, presentations, etc.), view entire agendas, and
+learn how attendees can propose talks for the event.
+
+.. seealso::
+   :doc:`events/track_manage_talks`
+
+# Event templates
+
+Learn the process to customize and configure event templates, which can be used to expedite the
+event-creation process.
+
+.. seealso::
+   :doc:`events/event_templates`
+
+# Event booths
+
+Explore the various ways to create, manage, and sell event booths with the Odoo **Events**
+application.
+
+.. seealso::
+   :doc:`events/event_booths`
+
+# Event tracks
+
+Find out how to create, manage, and schedule different experiences (aka *Tracks*) for events with
+Odoo.
+
+.. seealso::
+   :doc:`events/event_tracks`
+
+# Registration desk
+
+Grant access to event attendees quickly and easily with the Odoo **Events** *Registration Desk*
+feature.
+
+.. seealso::
+   :doc:`events/registration_desk`
+
+# Revenues report
+
+Gain invaluable insight into event-related revenues with customizable reports and metrics.
+
+.. seealso::
+   :doc:`events/revenues_report`
+
+.. toctree::
+
+   events/create_events
+   events/sell_tickets
+   events/track_manage_talks
+   events/event_templates
+   events/event_booths
+   events/event_tracks
+   events/registration_desk
+   events/revenues_report