:tocdepth: 1 .. _sale_open_opportunity_employee_init: Open Sale Opportunity per Employee Init ======================================= :Model Name: ``sale.open_opportunity_employee.init`` :Base Module: :ref:`sale_opportunity_module` The *Open Sale Opportunity per Employee Init*-model introduces the conception of ... .. _sale_open_opportunity_employee_init_fields: Fields ------ .. _sale_opportunity_sale_open_opportunity_employee_init_end_date: :guilabel:`End Date`: :Internal Name: ``end_date`` :Type: :ref:`field_type_date` The *End Date*-field is used to store ... .. _sale_opportunity_sale_open_opportunity_employee_init_start_date: :guilabel:`Start Date`: :Internal Name: ``start_date`` :Type: :ref:`field_type_date` The *Start Date*-field is used to store ... .. _sale_opportunity: Sale Opportunity ================ :Model Name: ``sale.opportunity`` :Base Module: :ref:`sale_opportunity_module` :Menu: :menuselection:`Sales --> Leads and Opportunities` :menuselection:`Sales --> Leads and Opportunities --> Cancelled Leads and Opportunities` :menuselection:`Sales --> Leads and Opportunities --> Converted Opportunities` :menuselection:`Sales --> Leads and Opportunities --> Lost Leads and Opportunities` :menuselection:`Sales --> Leads and Opportunities --> Opened Leads` :menuselection:`Sales --> Leads and Opportunities --> Opportunities` The *Sale Opportunity*-model introduces the conception of ... .. _sale_opportunity_fields: Fields ------ .. _sale_opportunity_sale_opportunity_address: :guilabel:`Address`: :Internal Name: ``address`` :Type: :ref:`field_type_many2one` :Relation Model: :ref:`party_address` The *Address*-field is used to store ... .. _sale_opportunity_sale_opportunity_amount: :guilabel:`Amount`: :Internal Name: ``amount`` :Type: :ref:`field_type_numeric` Estimated revenue amount .. _sale_opportunity_sale_opportunity_comment: :guilabel:`Comment`: :Internal Name: ``comment`` :Type: :ref:`field_type_text` The *Comment*-field is used to store ... .. _sale_opportunity_sale_opportunity_company: :guilabel:`Company`: :Internal Name: ``company`` :Attributes: :ref:`required` :Type: :ref:`field_type_many2one` :Relation Model: :ref:`company_company` The *Company*-field is used to store ... .. _sale_opportunity_sale_opportunity_probability: :guilabel:`Conversion Probability`: :Internal Name: ``probability`` :Type: :ref:`field_type_integer` Percentage between 0 and 100 .. _sale_opportunity_sale_opportunity_currency: :guilabel:`Currency`: :Internal Name: ``currency`` :Attributes: :ref:`readonly` :Type: :ref:`field_type_many2one` :Relation Model: :ref:`currency_currency` The *Currency*-field is used to store ... .. _sale_opportunity_sale_opportunity_description: :guilabel:`Description`: :Internal Name: ``description`` :Attributes: :ref:`required` :Type: :ref:`field_type_char` The *Description*-field is used to store ... .. _sale_opportunity_sale_opportunity_employee: :guilabel:`Employee`: :Internal Name: ``employee`` :Attributes: :ref:`required` :Type: :ref:`field_type_many2one` :Relation Model: :ref:`company_employee` The *Employee*-field is used to store ... .. _sale_opportunity_sale_opportunity_end_date: :guilabel:`End Date`: :Internal Name: ``end_date`` :Attributes: :ref:`readonly` :Type: :ref:`field_type_date` The *End Date*-field is used to store ... .. _sale_opportunity_sale_opportunity_history: :guilabel:`History`: :Internal Name: ``history`` :Attributes: :ref:`readonly` :Type: :ref:`field_type_one2many` :Relation Model: :ref:`sale_opportunity_history` The *History*-field is used to store ... .. _sale_opportunity_sale_opportunity_lines: :guilabel:`Lines`: :Internal Name: ``lines`` :Type: :ref:`field_type_one2many` :Relation Model: :ref:`sale_opportunity_line` The *Lines*-field is used to store ... .. _sale_opportunity_sale_opportunity_party: :guilabel:`Party`: :Internal Name: ``party`` :Attributes: :ref:`required` :Type: :ref:`field_type_many2one` :Relation Model: :ref:`party_party` The *Party*-field is used to store ... .. _sale_opportunity_sale_opportunity_payment_term: :guilabel:`Payment Term`: :Internal Name: ``payment_term`` :Type: :ref:`field_type_many2one` :Relation Model: :ref:`account_invoice_payment_term` The *Payment Term*-field is used to store ... .. _sale_opportunity_sale_opportunity_lost_reason: :guilabel:`Reason for loss`: :Internal Name: ``lost_reason`` :Type: :ref:`field_type_text` The *Reason for loss*-field is used to store ... .. _sale_opportunity_sale_opportunity_sale: :guilabel:`Sale`: :Internal Name: ``sale`` :Attributes: :ref:`readonly` :Type: :ref:`field_type_many2one` :Relation Model: :ref:`sale_sale` The *Sale*-field is used to store ... .. _sale_opportunity_sale_opportunity_start_date: :guilabel:`Start Date`: :Internal Name: ``start_date`` :Attributes: :ref:`required` :Type: :ref:`field_type_date` The *Start Date*-field is used to store ... .. _sale_opportunity_sale_opportunity_state: :guilabel:`State`: :Internal Name: ``state`` :Attributes: :ref:`required`, :ref:`readonly` :Type: :ref:`field_type_selection` The following options are available: * :guilabel:`Lead` * :guilabel:`Opportunity` * :guilabel:`Converted` * :guilabel:`Cancelled` * :guilabel:`Lost` The *State*-field is used to store ... .. _sale_opportunity_sale_opportunity_warehouse: :guilabel:`Warehouse`: :Internal Name: ``warehouse`` :Type: :ref:`field_type_many2one` :Relation Model: :ref:`stock_location` The *Warehouse*-field is used to store ... Access ------ The manipulation of records in this model is controlled by :ref:`ir_model_access` entries. :ref:`res_user`\ s being member of :ref:`res_group` "Sale Opportunity" have the following access permissions: :Read: allowed :Write: allowed :Create: allowed :Delete: allowed :ref:`res_user`\ s being member of :ref:`res_group` "Sales" have the following access permissions: :Read: allowed :Write: forbidden :Create: forbidden :Delete: forbidden All other :ref:`res_user`\ s have these access permissions: :Read: forbidden :Write: forbidden :Create: forbidden :Delete: forbidden .. _sale_opportunity_history: Sale Opportunity History ======================== :Model Name: ``sale.opportunity.history`` :Base Module: :ref:`sale_opportunity_module` The *Sale Opportunity History*-model introduces the conception of ... .. _sale_opportunity_history_fields: Fields ------ .. _sale_opportunity_sale_opportunity_history_address: :guilabel:`Address`: :Internal Name: ``address`` :Type: :ref:`field_type_many2one` :Relation Model: :ref:`party_address` The *Address*-field is used to store ... .. _sale_opportunity_sale_opportunity_history_date: :guilabel:`Change Date`: :Internal Name: ``date`` :Type: :ref:`field_type_datetime` The *Change Date*-field is used to store ... .. _sale_opportunity_sale_opportunity_history_comment: :guilabel:`Comment`: :Internal Name: ``comment`` :Type: :ref:`field_type_text` The *Comment*-field is used to store ... .. _sale_opportunity_sale_opportunity_history_company: :guilabel:`Company`: :Internal Name: ``company`` :Type: :ref:`field_type_many2one` :Relation Model: :ref:`company_company` The *Company*-field is used to store ... .. _sale_opportunity_sale_opportunity_history_probability: :guilabel:`Conversion Probability`: :Internal Name: ``probability`` :Type: :ref:`field_type_integer` The *Conversion Probability*-field is used to store ... .. _sale_opportunity_sale_opportunity_history_description: :guilabel:`Description`: :Internal Name: ``description`` :Type: :ref:`field_type_char` The *Description*-field is used to store ... .. _sale_opportunity_sale_opportunity_history_employee: :guilabel:`Employee`: :Internal Name: ``employee`` :Type: :ref:`field_type_many2one` :Relation Model: :ref:`company_employee` The *Employee*-field is used to store ... .. _sale_opportunity_sale_opportunity_history_end_date: :guilabel:`End Date`: :Internal Name: ``end_date`` :Type: :ref:`field_type_date` The *End Date*-field is used to store ... .. _sale_opportunity_sale_opportunity_history_lines: :guilabel:`Lines`: :Internal Name: ``lines`` :Attributes: :ref:`readonly` :Type: :ref:`field_type_one2many` :Relation Model: :ref:`sale_opportunity_line` The *Lines*-field is used to store ... .. _sale_opportunity_sale_opportunity_history_party: :guilabel:`Party`: :Internal Name: ``party`` :Type: :ref:`field_type_many2one` :Relation Model: :ref:`party_party` The *Party*-field is used to store ... .. _sale_opportunity_sale_opportunity_history_lost_reason: :guilabel:`Reason for loss`: :Internal Name: ``lost_reason`` :Type: :ref:`field_type_text` The *Reason for loss*-field is used to store ... .. _sale_opportunity_sale_opportunity_history_opportunity: :guilabel:`Sale Opportunity`: :Internal Name: ``opportunity`` :Type: :ref:`field_type_many2one` :Relation Model: :ref:`sale_opportunity` The *Sale Opportunity*-field is used to store ... .. _sale_opportunity_sale_opportunity_history_start_date: :guilabel:`Start Date`: :Internal Name: ``start_date`` :Type: :ref:`field_type_date` The *Start Date*-field is used to store ... .. _sale_opportunity_sale_opportunity_history_state: :guilabel:`State`: :Internal Name: ``state`` :Type: :ref:`field_type_selection` The following options are available: * :guilabel:`Lead` * :guilabel:`Opportunity` * :guilabel:`Converted` * :guilabel:`Cancelled` * :guilabel:`Lost` The *State*-field is used to store ... .. _sale_opportunity_sale_opportunity_history_user: :guilabel:`User`: :Internal Name: ``user`` :Type: :ref:`field_type_many2one` :Relation Model: :ref:`res_user` The *User*-field is used to store ... Access ------ The manipulation of records in this model is controlled by :ref:`ir_model_access` entries. :ref:`res_user`\ s being member of :ref:`res_group` "Sale Opportunity" have the following access permissions: :Read: allowed :Write: allowed :Create: allowed :Delete: allowed :ref:`res_user`\ s being member of :ref:`res_group` "Sales" have the following access permissions: :Read: allowed :Write: forbidden :Create: forbidden :Delete: forbidden All other :ref:`res_user`\ s have these access permissions: :Read: forbidden :Write: forbidden :Create: forbidden :Delete: forbidden .. _sale_opportunity_line: Sale Opportunity Line ===================== :Model Name: ``sale.opportunity.line`` :Base Module: :ref:`sale_opportunity_module` The *Sale Opportunity Line*-model introduces the conception of ... .. _sale_opportunity_line_fields: Fields ------ .. _sale_opportunity_sale_opportunity_line_opportunity: :guilabel:`Opportunity`: :Internal Name: ``opportunity`` :Type: :ref:`field_type_many2one` :Relation Model: :ref:`sale_opportunity` The *Opportunity*-field is used to store ... .. _sale_opportunity_sale_opportunity_line_product: :guilabel:`Product`: :Internal Name: ``product`` :Attributes: :ref:`required` :Type: :ref:`field_type_many2one` :Relation Model: :ref:`product_product` The *Product*-field is used to store ... .. _sale_opportunity_sale_opportunity_line_quantity: :guilabel:`Quantity`: :Internal Name: ``quantity`` :Attributes: :ref:`required` :Type: :ref:`field_type_float` The *Quantity*-field is used to store ... .. _sale_opportunity_sale_opportunity_line_sale_line: :guilabel:`Sale Line`: :Internal Name: ``sale_line`` :Attributes: :ref:`readonly` :Type: :ref:`field_type_many2one` :Relation Model: :ref:`sale_line` The *Sale Line*-field is used to store ... .. _sale_opportunity_sale_opportunity_line_sequence: :guilabel:`Sequence`: :Internal Name: ``sequence`` :Type: :ref:`field_type_integer` The position of the record order in a list. .. _sale_opportunity_sale_opportunity_line_unit: :guilabel:`Unit`: :Internal Name: ``unit`` :Attributes: :ref:`required` :Type: :ref:`field_type_many2one` :Relation Model: :ref:`product_uom` The *Unit*-field is used to store ... Access ------ The manipulation of records in this model is controlled by :ref:`ir_model_access` entries. :ref:`res_user`\ s being member of :ref:`res_group` "Sale Opportunity" have the following access permissions: :Read: allowed :Write: allowed :Create: allowed :Delete: allowed :ref:`res_user`\ s being member of :ref:`res_group` "Sales" have the following access permissions: :Read: allowed :Write: forbidden :Create: forbidden :Delete: forbidden All other :ref:`res_user`\ s have these access permissions: :Read: forbidden :Write: forbidden :Create: forbidden :Delete: forbidden .. _sale_opportunity_employee: Sale Opportunity per Employee ============================= :Model Name: ``sale.opportunity_employee`` :Base Module: :ref:`sale_opportunity_module` The *Sale Opportunity per Employee*-model introduces the conception of ... .. _sale_opportunity_employee_fields: Fields ------ .. _sale_opportunity_sale_opportunity_employee_amount: :guilabel:`Amount`: :Internal Name: ``amount`` :Type: :ref:`field_type_numeric` The *Amount*-field is used to store ... .. _sale_opportunity_sale_opportunity_employee_conversion_amount_rate: :guilabel:`Conversion Amount Rate`: :Internal Name: ``conversion_amount_rate`` :Attributes: :ref:`readonly` :Type: :ref:`field_type_float` In % .. _sale_opportunity_sale_opportunity_employee_conversion_rate: :guilabel:`Conversion Rate`: :Internal Name: ``conversion_rate`` :Attributes: :ref:`readonly` :Type: :ref:`field_type_float` In % .. _sale_opportunity_sale_opportunity_employee_converted: :guilabel:`Converted`: :Internal Name: ``converted`` :Type: :ref:`field_type_integer` The *Converted*-field is used to store ... .. _sale_opportunity_sale_opportunity_employee_converted_amount: :guilabel:`Converted Amount`: :Internal Name: ``converted_amount`` :Type: :ref:`field_type_numeric` The *Converted Amount*-field is used to store ... .. _sale_opportunity_sale_opportunity_employee_currency: :guilabel:`Currency`: :Internal Name: ``currency`` :Attributes: :ref:`readonly` :Type: :ref:`field_type_many2one` :Relation Model: :ref:`currency_currency` The *Currency*-field is used to store ... .. _sale_opportunity_sale_opportunity_employee_employee: :guilabel:`Employee`: :Internal Name: ``employee`` :Type: :ref:`field_type_many2one` :Relation Model: :ref:`company_employee` The *Employee*-field is used to store ... .. _sale_opportunity_sale_opportunity_employee_lost: :guilabel:`Lost`: :Internal Name: ``lost`` :Type: :ref:`field_type_integer` The *Lost*-field is used to store ... .. _sale_opportunity_sale_opportunity_employee_number: :guilabel:`Number`: :Internal Name: ``number`` :Type: :ref:`field_type_integer` The *Number*-field is used to store ... .. _sale_opportunity_employee_monthly: Sale Opportunity per Employee per Month ======================================= :Model Name: ``sale.opportunity_employee_monthly`` :Base Module: :ref:`sale_opportunity_module` :Menu: :menuselection:`Sales --> Reporting --> Opportunities per Employee per Month` The *Sale Opportunity per Employee per Month*-model introduces the conception of ... .. _sale_opportunity_employee_monthly_fields: Fields ------ .. _sale_opportunity_sale_opportunity_employee_monthly_amount: :guilabel:`Amount`: :Internal Name: ``amount`` :Type: :ref:`field_type_numeric` The *Amount*-field is used to store ... .. _sale_opportunity_sale_opportunity_employee_monthly_conversion_amount_rate: :guilabel:`Conversion Amount Rate`: :Internal Name: ``conversion_amount_rate`` :Attributes: :ref:`readonly` :Type: :ref:`field_type_float` In % .. _sale_opportunity_sale_opportunity_employee_monthly_conversion_rate: :guilabel:`Conversion Rate`: :Internal Name: ``conversion_rate`` :Attributes: :ref:`readonly` :Type: :ref:`field_type_float` In % .. _sale_opportunity_sale_opportunity_employee_monthly_converted: :guilabel:`Converted`: :Internal Name: ``converted`` :Type: :ref:`field_type_integer` The *Converted*-field is used to store ... .. _sale_opportunity_sale_opportunity_employee_monthly_converted_amount: :guilabel:`Converted Amount`: :Internal Name: ``converted_amount`` :Type: :ref:`field_type_numeric` The *Converted Amount*-field is used to store ... .. _sale_opportunity_sale_opportunity_employee_monthly_currency: :guilabel:`Currency`: :Internal Name: ``currency`` :Attributes: :ref:`readonly` :Type: :ref:`field_type_many2one` :Relation Model: :ref:`currency_currency` The *Currency*-field is used to store ... .. _sale_opportunity_sale_opportunity_employee_monthly_employee: :guilabel:`Employee`: :Internal Name: ``employee`` :Type: :ref:`field_type_many2one` :Relation Model: :ref:`company_employee` The *Employee*-field is used to store ... .. _sale_opportunity_sale_opportunity_employee_monthly_lost: :guilabel:`Lost`: :Internal Name: ``lost`` :Type: :ref:`field_type_integer` The *Lost*-field is used to store ... .. _sale_opportunity_sale_opportunity_employee_monthly_month: :guilabel:`Month`: :Internal Name: ``month`` :Type: :ref:`field_type_integer` The *Month*-field is used to store ... .. _sale_opportunity_sale_opportunity_employee_monthly_number: :guilabel:`Number`: :Internal Name: ``number`` :Type: :ref:`field_type_integer` The *Number*-field is used to store ... .. _sale_opportunity_sale_opportunity_employee_monthly_year: :guilabel:`Year`: :Internal Name: ``year`` :Type: :ref:`field_type_char` The *Year*-field is used to store ... .. _sale_opportunity_monthly: Sale Opportunity per Month ========================== :Model Name: ``sale.opportunity_monthly`` :Base Module: :ref:`sale_opportunity_module` :Menu: :menuselection:`Sales --> Reporting --> Opportunities per Month` The *Sale Opportunity per Month*-model introduces the conception of ... .. _sale_opportunity_monthly_fields: Fields ------ .. _sale_opportunity_sale_opportunity_monthly_amount: :guilabel:`Amount`: :Internal Name: ``amount`` :Type: :ref:`field_type_numeric` The *Amount*-field is used to store ... .. _sale_opportunity_sale_opportunity_monthly_conversion_amount_rate: :guilabel:`Conversion Amount Rate`: :Internal Name: ``conversion_amount_rate`` :Attributes: :ref:`readonly` :Type: :ref:`field_type_float` In % .. _sale_opportunity_sale_opportunity_monthly_conversion_rate: :guilabel:`Conversion Rate`: :Internal Name: ``conversion_rate`` :Attributes: :ref:`readonly` :Type: :ref:`field_type_float` In % .. _sale_opportunity_sale_opportunity_monthly_converted: :guilabel:`Converted`: :Internal Name: ``converted`` :Type: :ref:`field_type_integer` The *Converted*-field is used to store ... .. _sale_opportunity_sale_opportunity_monthly_converted_amount: :guilabel:`Converted Amount`: :Internal Name: ``converted_amount`` :Type: :ref:`field_type_numeric` The *Converted Amount*-field is used to store ... .. _sale_opportunity_sale_opportunity_monthly_currency: :guilabel:`Currency`: :Internal Name: ``currency`` :Attributes: :ref:`readonly` :Type: :ref:`field_type_many2one` :Relation Model: :ref:`currency_currency` The *Currency*-field is used to store ... .. _sale_opportunity_sale_opportunity_monthly_lost: :guilabel:`Lost`: :Internal Name: ``lost`` :Type: :ref:`field_type_integer` The *Lost*-field is used to store ... .. _sale_opportunity_sale_opportunity_monthly_month: :guilabel:`Month`: :Internal Name: ``month`` :Type: :ref:`field_type_integer` The *Month*-field is used to store ... .. _sale_opportunity_sale_opportunity_monthly_number: :guilabel:`Number`: :Internal Name: ``number`` :Type: :ref:`field_type_integer` The *Number*-field is used to store ... .. _sale_opportunity_sale_opportunity_monthly_year: :guilabel:`Year`: :Internal Name: ``year`` :Type: :ref:`field_type_char` The *Year*-field is used to store ... .. _sale_opportunity_sale_opportunity_monthly_year_month: :guilabel:`Year-Month`: :Internal Name: ``year_month`` :Attributes: :ref:`readonly` :Type: :ref:`field_type_char` The *Year-Month*-field is used to store ...