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[ADD] odoo_partner: add a module for Odoo partners
This industry package includes everything you need to run your Odoo partnership business efficiently. Basics - Use the CRM app to manage leads, opportunities, and your sales pipeline. - Leverage the Sales app with advanced Quote Calculator and PDF Quote Builder for professional proposals. - Manage Success Packs and large implementations with the Project app. - Store and organize crucial documents in the Documents app. - Schedule client meetings effortlessly with the Appointment app. - Handle client support requests using the Helpdesk app. - Track billable hours with the Timesheet app and manage team schedules with the Planning app. - Streamline your billing process with the Invoicing app. - Addition of Project Description & Project Phasing fields on SO to input the PDF Quotation. This industry relies only on standard Odoo features and does not include any customization. task-4184872
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‎.tx/config‎

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@@ -262,6 +262,15 @@ resource_name = non_profit_organization
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replace_edited_strings = false
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keep_translations = false
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[o:odoo:p:odoo-18:r:odoo_partner]
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file_filter = odoo_partner/i18n/<lang>.po
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source_file = odoo_partner/i18n/odoo_partner.pot
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type = PO
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minimum_perc = 0
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resource_name = odoo_partner
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replace_edited_strings = false
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keep_translations = false
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[o:odoo:p:odoo-18:r:pharmacy_retail]
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file_filter = pharmacy_retail/i18n/<lang>.po
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source_file = pharmacy_retail/i18n/pharmacy_retail.pot

‎odoo_partner/__manifest__.py‎

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{
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'name': 'Odoo Partner',
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'version': '1.0',
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'category': 'Services',
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'description': "",
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'depends': [
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'appointment_account_payment',
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'documents_project',
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'documents_spreadsheet',
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'knowledge',
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'sale_crm',
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'sale_pdf_quote_builder',
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'sale_timesheet',
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'sign',
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],
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'data': [
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'data/ir_attachment_pre.xml',
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'data/documents_folder.xml',
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'data/product_pricelist.xml',
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'data/project_task_type.xml',
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'data/project_tags.xml',
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'data/project_project.xml',
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'data/project_task.xml',
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'data/product_product.xml',
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'data/product_pricelist_item.xml',
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'data/documents_document.xml',
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'data/quotation_document.xml',
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'data/sale_order_spreadsheet.xml',
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'data/sale_order_template.xml',
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'data/sale_order_template_line.xml',
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'data/knowledge_cover.xml',
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'data/knowledge_article.xml',
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'data/knowledge_article_favorite.xml',
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'data/mail_message.xml',
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'data/appointment_type.xml',
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'data/ir_model_data.xml',
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'data/res_config_settings.xml',
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],
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'demo': [
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'demo/account_analytic_line.xml',
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'demo/res_partner.xml',
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'demo/appointment_type.xml',
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'demo/crm_lead.xml',
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'demo/hr_employee.xml',
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'demo/sale_order.xml',
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'demo/sale_order_line.xml',
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'demo/sale_order_confirm.xml',
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'demo/mail_activity.xml',
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'demo/timesheet.xml',
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],
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'license': 'OPL-1',
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'author': 'Odoo S.A.',
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'images': ['images/main.png'],
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}

‎odoo_partner/data/appointment_type.xml‎

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<?xml version='1.0' encoding='UTF-8'?>
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<odoo noupdate="1">
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<record id="appointment_type_2" model="appointment.type">
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<field name="name">Personal Meeting</field>
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<field name="appointment_tz" model="res.users" eval="obj().env.ref('base.user_admin').tz or 'Europe/Brussels'"/>
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<field name="staff_user_ids" eval="[(4, ref('base.user_admin'))]"/>
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<field name="assign_method">resource_time</field>
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<field name="event_videocall_source" eval="False"/>
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<field name="category">recurring</field>
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<field name="avatars_display">show</field>
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<field name="slot_ids" eval="[
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(0, 0, {'weekday': '1', 'start_hour': 9.0, 'end_hour': 12.0}),
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(0, 0, {'weekday': '1', 'start_hour': 14.0, 'end_hour': 17.0}),
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(0, 0, {'weekday': '2', 'start_hour': 9.0, 'end_hour': 12.0}),
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(0, 0, {'weekday': '2', 'start_hour': 14.0, 'end_hour': 17.0}),
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(0, 0, {'weekday': '3', 'start_hour': 9.0, 'end_hour': 12.0}),
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(0, 0, {'weekday': '3', 'start_hour': 14.0, 'end_hour': 17.0}),
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(0, 0, {'weekday': '4', 'start_hour': 9.0, 'end_hour': 12.0}),
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(0, 0, {'weekday': '4', 'start_hour': 14.0, 'end_hour': 17.0}),
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(0, 0, {'weekday': '5', 'start_hour': 9.0, 'end_hour': 12.0}),
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(0, 0, {'weekday': '5', 'start_hour': 14.0, 'end_hour': 17.0}),
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]"/>
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</record>
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<record id="appointment_type_3" model="appointment.type">
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<field name="name">Video Call</field>
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<field name="appointment_tz" model="res.users" eval="obj().env.ref('base.user_admin').tz or 'Europe/Brussels'"/>
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<field name="staff_user_ids" eval="[(4, ref('base.user_admin'))]"/>
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<field name="assign_method">resource_time</field>
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<field name="appointment_duration">0.5</field>
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<field name="allow_guests" eval="True"/>
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<field name="category">recurring</field>
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<field name="avatars_display">hide</field>
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<field name="slot_ids" eval="[
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(0, 0, {'weekday': '1', 'start_hour': 9.0, 'end_hour': 12.0}),
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(0, 0, {'weekday': '1', 'start_hour': 14.0, 'end_hour': 17.0}),
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(0, 0, {'weekday': '2', 'start_hour': 9.0, 'end_hour': 12.0}),
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(0, 0, {'weekday': '2', 'start_hour': 14.0, 'end_hour': 17.0}),
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(0, 0, {'weekday': '3', 'start_hour': 9.0, 'end_hour': 12.0}),
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(0, 0, {'weekday': '3', 'start_hour': 14.0, 'end_hour': 17.0}),
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(0, 0, {'weekday': '4', 'start_hour': 9.0, 'end_hour': 12.0}),
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(0, 0, {'weekday': '4', 'start_hour': 14.0, 'end_hour': 17.0}),
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(0, 0, {'weekday': '5', 'start_hour': 9.0, 'end_hour': 12.0}),
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(0, 0, {'weekday': '5', 'start_hour': 14.0, 'end_hour': 17.0}),
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]"/>
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</record>
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</odoo>

‎odoo_partner/data/documents_document.xml‎

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<?xml version='1.0' encoding='UTF-8'?>
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<odoo noupdate="1">
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<record id="document_1" model="documents.document">
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<field name="name">Implementation methodology</field>
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<field name="datas" type="base64" file="odoo_partner/static/pdf/Implementation-methodology-July-2024-v06.pdf"/>
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<field name="folder_id" ref="documents.document_internal_folder"/>
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<field name="owner_id" ref="base.user_admin"/>
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<field name="access_via_link">view</field>
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</record>
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</odoo>

‎odoo_partner/data/documents_folder.xml‎

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<?xml version='1.0' encoding='UTF-8'?>
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<odoo noupdate="1">
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<record id="documents_folder_14" model="documents.document">
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<field name="folder_id" search="[('id', '=', ref('documents_project.document_project_folder', raise_if_not_found=False))]"/>
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<field name="name">ROI Analysis</field>
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<field name="type">folder</field>
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</record>
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<record id="documents_folder_12" model="documents.document">
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<field name="folder_id" search="[('id', '=', ref('documents_project.document_project_folder', raise_if_not_found=False))]"/>
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<field name="name">Implementation</field>
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<field name="type">folder</field>
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</record>
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<record id="documents_folder_11" model="documents.document">
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<field name="folder_id" search="[('id', '=', ref('documents_project.document_project_folder', raise_if_not_found=False))]"/>
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<field name="name">Success Packs</field>
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<field name="type">folder</field>
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</record>
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</odoo>

‎odoo_partner/data/ir_attachment_pre.xml‎

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<?xml version='1.0' encoding='UTF-8'?>
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<odoo noupdate="1">
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<record id="ir_attachment_685" model="ir.attachment">
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<field name="name">connect-collaborate-02.webp</field>
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<field name="datas" type="base64" file="odoo_partner/static/src/binary/ir_attachment/685-connect-collaborate-02.webp"/>
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</record>
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</odoo>

‎odoo_partner/data/ir_model_data.xml‎

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<?xml version='1.0' encoding='UTF-8'?>
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<odoo>
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<record id="cloc_exclude_welcome_article_body" model="ir.model.data">
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<field name="name">cloc_exclude_welcome_article_body</field>
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<field name="model">ir.ui.view</field>
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<field name="module">__cloc_exclude__</field>
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<field name="res_id" eval="ref('welcome_article_body')"/>
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</record>
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</odoo>

‎odoo_partner/data/knowledge_article.xml‎

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<?xml version='1.0' encoding='UTF-8'?>
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<odoo>
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<template id="welcome_article_body">
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<p>
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<span class="display-4-fs"><strong>Odoo Partners</strong></span>
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</p>
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<p>Welcome to your Odoo Partners package! This guide will help you navigate the key features and optimize your Odoo partnership business.</p>
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<div data-oe-protected="true" class="o_knowledge_behavior_anchor o_knowledge_behavior_type_toc" tabindex="-1">
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<div class="o_knowledge_toc_content">
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<a href="#" data-oe-nodeid="0" class="o_no_link_popover d-block o_knowledge_toc_link o_knowledge_toc_link_depth_0">Basics</a>
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<a href="#" data-oe-nodeid="1" class="o_no_link_popover d-block o_knowledge_toc_link o_knowledge_toc_link_depth_1">CRM 🎯</a>
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<a href="#" data-oe-nodeid="2" class="o_no_link_popover d-block o_knowledge_toc_link o_knowledge_toc_link_depth_1">Sales and Quote Management 💼</a>
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<a href="#" data-oe-nodeid="3" class="o_no_link_popover d-block o_knowledge_toc_link o_knowledge_toc_link_depth_1">Projects 📊 </a>
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<a href="#" data-oe-nodeid="4" class="o_no_link_popover d-block o_knowledge_toc_link o_knowledge_toc_link_depth_1">Documents 📁 </a>
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<a href="#" data-oe-nodeid="5" class="o_no_link_popover d-block o_knowledge_toc_link o_knowledge_toc_link_depth_0">Do You Want to Go Further?</a>
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</div>
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</div>
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<p><br /></p>
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<div data-oe-protected="true" class="o_editor_banner o_not_editable lh-1 d-flex align-items-center alert alert-warning pb-0 pt-3">
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<i class="o_editor_banner_icon mb-3 fst-normal">⚠️</i>
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<div data-oe-protected="false" class="w-100 px-3">
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<p>This guide will gives you a very basic overview of what you can do with this precise industry. Not how to became an Odoo Partner. Reach our team if you want to start the venture with us.</p>
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<p><a href="https://www.odoo.com/become-a-partner" target="_blank" class="btn btn-primary">Become a partner</a><br /></p>
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</div>
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</div>
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<h2><br /></h2>
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<h2><span class="h1-fs">Basics</span></h2>
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<hr />
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<h3>CRM 🎯</h3>
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<p>Use the CRM app to manage your leads and opportunities:</p>
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<ul>
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<li>Track potential clients and ongoing projects</li>
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<li>Manage your sales pipeline</li>
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<li>Follow up on inquiries and proposals</li>
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</ul>
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<p><a class="btn btn-outline-primary btn-sm" href="https://www.odoo.com/documentation/latest/applications/sales/crm.html" target="_blank">🎓 CRM</a></p>
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<p><br /></p>
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<h3>Sales and Quote Management 💼</h3>
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<p>Leverage the Sales app to create professional quotes and manage your sales process:</p>
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<ul>
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<li>Use the Quote Calculator to pre-populate your pricing and offers.</li>
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</ul>
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<div class="o_editor_banner o_not_editable lh-1 d-flex align-items-center alert alert-info pb-0 pt-3" data-oe-protected="true">
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<i class="o_editor_banner_icon mb-3 fst-normal">🚀</i>
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<div class="w-100 px-3" data-oe-protected="false">
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<p>
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Calculate the recommanded Success Packs for any implementation in a few click using our Project Estimator. To try it, create a new Quotation with the Template "Success Pack". Open the Quote Calculator selecting the smart
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button and try it!
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</p>
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<p>Don't forget to "Save in SO" after you've setup the estimator, it will automatically update your quotation.</p>
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</div>
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</div>
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<ul>
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<li>Create beautiful and comprehensive quotes with the PDF Quote Builder</li>
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</ul>
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<div class="o_editor_banner o_not_editable lh-1 d-flex align-items-center alert alert-success pb-0 pt-3" data-oe-protected="true">
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<i class="o_editor_banner_icon mb-3 fst-normal">✅</i>
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<div class="w-100 px-3" data-oe-protected="false">
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<p>
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Want to create stunning Success Pack quotes in a few click? Use the PDF Quote Builder to select the relevant pages you want to integrate. As you can see, we have already prepared a bunch of great Customer Success Stories you can
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share to promote Odoo.
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</p>
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</div>
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</div>
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<ul>
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<li>Track your sales orders and revenue</li>
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</ul>
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<p><a class="btn btn-outline-primary btn-sm" href="https://www.odoo.com/documentation/latest/applications/sales/sales.html" target="_blank">🎓 Sales</a></p>
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<h3><br /></h3>
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<h3>Projects 📊 </h3>
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<p>Utilize the Project app to manage Success Packs and large implementations:</p>
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<ul>
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<li>Create project templates for common implementation types</li>
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<li>Track tasks, milestones, and deadlines</li>
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<li>Collaborate with your team and clients</li>
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</ul>
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<p><a href="https://www.odoo.com/documentation/latest/applications/services/project.html" class="btn btn-outline-primary btn-sm" target="_blank">🎓 Projects</a></p>
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<p><br /></p>
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<h3>Documents 📁 </h3>
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<p>Store and organize important files in the Documents app:</p>
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<ul>
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<li>Keep client requirements, project plans, and technical documentation in one place</li>
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<li>Share documents securely with your team and clients</li>
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<li>Use tags and folders for easy retrieval</li>
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</ul>
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<p><a class="btn btn-outline-primary btn-sm" href="https://www.odoo.com/documentation/latest/applications/productivity/documents.html" target="_blank">🎓 Documents</a></p>
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<p><br /></p>
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<div data-oe-protected="true" class="o_editor_banner o_not_editable lh-1 d-flex align-items-center alert alert-success pb-0 pt-3">
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<i class="o_editor_banner_icon mb-3 fst-normal">✅</i>
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<div data-oe-protected="false" class="w-100 px-3">
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<p>
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<strong><span class="h2-fs">Tips for Success</span></strong>
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</p>
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<p><strong>1. Use the CRM religiously: </strong></p>
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<p>Keep your pipeline up-to-date and set reminders for follow-ups.</p>
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<p><strong>2. Leverage quote templates: </strong></p>
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<p>Create a library of professional templates to speed up your sales process.</p>
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<p><strong>3. Standardize project management: </strong></p>
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<p>Use project templates to ensure consistency across implementations.</p>
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<p><strong>4. Encourage document usage: </strong></p>
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<p>Train your team to store and retrieve documents efficiently.</p>
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<p><strong>5. Track time accurately: </strong></p>
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<p>Use the Timesheet app to monitor project profitability and resource allocation.</p>
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<p><strong>6. Plan resources effectively: </strong></p>
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<p>Utilize the Planning app to manage your team's workload and availability.</p>
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<p><strong> 7. Provide excellent support: </strong></p>
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<p>Use the Helpdesk app to manage client inquiries and track satisfaction levels.</p>
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<p><strong>8. Stay on top of invoicing: </strong></p>
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<p>Regularly review and send invoices to maintain healthy cash flow.</p>
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</div>
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</div>
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<h2><br /></h2>
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<h1>Do You Want to Go Further?</h1>
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<hr />
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<p>Odoo offers you even more possibilities to enhance your services business:</p>
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<ul>
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<li>Create a stunning Website to showcase your Odoo expertise and attract new clients.</li>
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<li>Use the eLearning platform to offer online Odoo training courses to your clients.</li>
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<li>Implement the Marketing Automation app to nurture leads and keep clients engaged.</li>
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<li>Utilize the Survey app to gather client feedback and improve your services.</li>
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<li>Manage your team's skills and certifications with the Employees and Skills Management apps.</li>
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<li>Organize Odoo-related events and webinars using the Events app.</li>
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</ul>
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<p>These additional features are included in your current subscription. Feel free to explore and expand your Odoo partnership capabilities!</p>
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<p><br /></p>
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<div data-oe-protected="true" class="o_editor_banner o_not_editable lh-1 d-flex align-items-center alert alert-info pb-0 pt-3">
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<i class="o_editor_banner_icon mb-3 fst-normal">🚀</i>
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<div data-oe-protected="false" class="w-100 px-3">
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<p>Remember that we have a whole team dedicated to your success. You want to become an Odoo Partner ?</p>
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<p><a class="btn btn-secondary" href="https://www.odoo.com/become-a-partner" target="_blank">Reach us</a><br /></p>
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</div>
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</div>
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<p><br /></p>
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</template>
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<record id="welcome_article" model="knowledge.article">
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<field name="name">Odoo Partners</field>
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<field name="icon">💻</field>
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<field name="cover_image_id" ref="knowledge_cover_10"/>
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<field name="cover_image_position">47.705</field>
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<field name="is_locked" eval="True"/>
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<field name="internal_permission">write</field>
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<field name="category">workspace</field>
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<field name="is_article_visible_by_everyone" eval="True"/>
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<field name="body"><![CDATA[]]></field>
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</record>
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</odoo>

‎odoo_partner/data/knowledge_article_favorite.xml‎

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<?xml version='1.0' encoding='UTF-8'?>
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<odoo noupdate="1">
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<record id="knowledge_favorite" model="knowledge.article.favorite">
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<field name="article_id" ref="welcome_article"/>
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<field name="user_id" ref="base.user_admin"/>
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</record>
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</odoo>

‎odoo_partner/data/knowledge_cover.xml‎

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<?xml version='1.0' encoding='UTF-8'?>
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<odoo noupdate="1">
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<record id="knowledge_cover_10" model="knowledge.cover">
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<field name="attachment_id" ref="ir_attachment_685"/>
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</record>
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</odoo>

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