Metadata-Version: 2.1
Name: odoo-addon-partner_prospect
Version: 18.0.1.0.0.3
Requires-Python: >=3.10
Requires-Dist: odoo==18.0.*
Summary: Partner Prospect
Home-page: https://github.com/OCA/sale-workflow
License: AGPL-3
Author: AvanzOSC, Serv. Tecnol. Avanzados - Pedro M. Baeza,Odoo Community Association (OCA)
Author-email: support@odoo-community.org
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 18.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Description-Content-Type: text/x-rst

.. image:: https://odoo-community.org/readme-banner-image
   :target: https://odoo-community.org/get-involved?utm_source=readme
   :alt: Odoo Community Association

================
Partner Prospect
================

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    :alt: OCA/sale-workflow
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With this module you can easily distinguish if a partner is currently
customer or prospect. A prospect partner will be those to which you
still haven't sold anything, considering sales as non cancelled nor
draft sale orders to that partner.

**Table of contents**

.. contents::
   :local:

Usage
=====

To use this module, you need to:

1. Go to **Contacts** and create a new contact or company.
2. Verify that the **Prospect** field is checked, as the partner has no
   confirmed sales orders or customer invoices.
3. Go to **Sales** and create a new quotation for the partner.
4. Verify that the partner is still marked as **Prospect** while the
   quotation is in draft or sent state.
5. Confirm the quotation and verify that the **Prospect** field is
   unchecked.
6. Cancel the sales order and verify that the **Prospect** field is
   checked again, provided that the partner has no other confirmed sales
   orders or customer invoices.

A partner will also stop being considered a prospect when a customer
invoice or credit note is created for the partner.

Sales orders and invoices linked to child contacts are also taken into
account when determining whether the commercial partner is a prospect.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/sale-workflow/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/sale-workflow/issues/new?body=module:%20partner_prospect%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

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

Credits
=======

Authors
-------

* AvanzOSC
* Serv. Tecnol. Avanzados - Pedro M. Baeza

Contributors
------------

- Esther Martín <esthermartin@avanzosc.es>
- Pedro M. Baeza <pedro.baeza@serviciosbaeza.com>
- Ana Juaristi <anajuaristi@avanzosc.es>
- Oihane Crucelaegui <oihanecrucelaegi@avanzosc.es>
- Sudhir Arya <sudhir@erpharbor.com>

Maintainers
-----------

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

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.

This module is part of the `OCA/sale-workflow <https://github.com/OCA/sale-workflow/tree/18.0/partner_prospect>`_ project on GitHub.

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