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[ADD] condominium: add function in sale order post and removed unwant…
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…ed sale orders and lines and removed the link in knowledge artilce
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dhrs-odoo committed May 15, 2024
1 parent 656cf9a commit 6751537
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2 changes: 0 additions & 2 deletions condominium/data/ir_ui_view.xml
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<xpath expr="//field[@name='message_follower_ids']" position="move"/>
<xpath expr="//field[@name='activity_ids']" position="move"/>
<xpath expr="//field[@name='message_ids']" position="move"/>
</xpath>
<xpath expr="/form//group/field" position="after">
<field name="x_condominiums_ids" widget="many2many_tags" invisible="not x_condominiums_ids"/>
<field name="x_property_id" invisible="not x_condominiums_ids"/>
</xpath>
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28 changes: 12 additions & 16 deletions condominium/data/knowledge_article.xml
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This industry is tailor-made for condominium businesses that aim at managing co-ownership properties. Such a business is complex because it implies managing all the aspects of the properties while fairly splitting the charges. Moreover, the business is legally regulated in lots of countries under different names: condo in the US, co-ownership in Canada, joint domination in the UK, property syndicate in France, syndic in Belgium, etc.
</p>
<p>Odoo empowers you to effortlessly and efficiently manage every aspect of the condominiums under your responsibility, ensuring homeowners satisfaction thanks to its suite of integrated applications.<br/></p>
<div tabindex="-1" class="o_knowledge_behavior_anchor o_knowledge_behavior_type_toc" data-oe-protected="true">
<div class="o_knowledge_behavior_anchor o_knowledge_behavior_type_toc" data-oe-protected="true">
<div class="o_knowledge_toc_content">
<a href="#" data-oe-nodeid="0" class="o_no_link_popover d-block o_knowledge_toc_link o_knowledge_toc_link_depth_0">Condominium</a>
<a href="#" data-oe-nodeid="1" class="o_no_link_popover d-block o_knowledge_toc_link o_knowledge_toc_link_depth_0">Business Flows</a>
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<h2>Easily convert the homeowner associations 🖋️</h2>
<p>
As soon as the homeowner association reaches out to you to get a quote, quickly send them an overview of your services and fees by creating
<span tabindex="-1" data-oe-protected="true" class="o_knowledge_view_link text-o-color-1 o_knowledge_behavior_anchor o_knowledge_behavior_type_view_link">Quotations</span> in the Sales application where you can directly use the
Quotations in the Sales application where you can directly use the
"Kick-Off Quote" quotation template. This will automatically fill the quote by adding the kick-off fees and also the price of all the extra services such as the recurring contribution, the hourly rate, etc. Don't forget to attach
the terms &amp; conditions as well. Of course, the price of each service and the content of the
<span class="o_knowledge_view_link text-o-color-1 o_knowledge_behavior_anchor o_knowledge_behavior_type_view_link" data-oe-protected="true" tabindex="-1">Quotation Templates</span> can be adapted accordingly.
the terms &amp; conditions as well. Of course, the price of each service and the content of the Quotation Templates can be adapted accordingly.
</p>
<p><a href="https://www.odoo.com/documentation/master/applications/sales/sales.html" class="btn btn-outline-primary btn-sm">🎓 Sales</a></p>
<p><a href="https://www.odoo.com/documentation/master/applications/sales/sales/send_quotations/quote_template.html" class="btn btn-outline-primary btn-sm">🎓 Quotation Template</a><br/></p>
<h2>Never forget a task ⚡</h2>
<p>
Once the quotation is confirmed, it automatically creates
<span tabindex="-1" data-oe-protected="true" class="o_knowledge_view_link text-o-color-1 o_knowledge_behavior_anchor o_knowledge_behavior_type_view_link">Projects</span> including several tasks to properly start the collaboration.
This is based on the <span class="o_knowledge_view_link text-o-color-1 o_knowledge_behavior_anchor o_knowledge_behavior_type_view_link" data-oe-protected="true" tabindex="-1">Kick-Off Template</span> project:
Once the quotation is confirmed, it automatically creates Projects including several tasks to properly start the collaboration.
This is based on the Kick-Off Template project:
</p>
<ul>
<li>Contracts establishment<br/></li>
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<h2 class="null">Quickly set up a condominium 🚀</h2>
<p>Once the quotation is confirmed, the condominium should be created in Odoo. Basically, a<strong> </strong>condominium is like a company that is funded by the owners and that has to pay for operating costs.</p>
<p>
From the Settings, create a new company in <span class="o_knowledge_view_link text-o-color-1 o_knowledge_behavior_anchor o_knowledge_behavior_type_view_link" data-oe-protected="true" tabindex="-1">Companies</span> to manage.
From the Settings, create a new company in Companies to manage.
Once done, it will appear on the top right of all screens with the aim to quickly switch between your company and the different condominiums:
</p>
<p>
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<p><a class="btn btn-outline-primary btn-sm" href="https://www.odoo.com/documentation/master/applications/general/users/companies.html">🎓 Companies</a><br/></p>
<h2>Know the stakeholders 🔎</h2>
<p>
In the <span tabindex="-1" data-oe-protected="true" class="o_knowledge_view_link text-o-color-1 o_knowledge_behavior_anchor o_knowledge_behavior_type_view_link">Contacts</span> application, easily create an address book
In the Contacts application, easily create an address book
containing all the owners, tenants, suppliers, etc. It is useful to fill the following information:
</p>
<ul>
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<li>The email address.</li>
</ul>
<p>
Once done, create all the <span tabindex="-1" data-oe-protected="true" class="o_knowledge_view_link text-o-color-1 o_knowledge_behavior_anchor o_knowledge_behavior_type_view_link">Properties</span> belonging to the condominium. Each
Once done, create all the Properties belonging to the condominium. Each
property corresponds to an apartment, a studio, a flat, a house, etc. that is characterized by:
</p>
<ul>
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<h2>Provide the best customer service 🆘</h2>
<p>
Since the requests from the homeowner association could come from several owners, it would be easier to centralize them all. Create
<span class="o_knowledge_view_link text-o-color-1 o_knowledge_behavior_anchor o_knowledge_behavior_type_view_link" data-oe-protected="true" tabindex="-1">Helpdesk Teams</span> for each condominium under your responsibility. Don't
Helpdesk Teams for each condominium under your responsibility. Don't
forget to define an email alias and share it with the owners. Thereby, they will easily send requests that will be centralized in a single point as tickets. This eases the follow-up and the invoicing in case the time spent is not
covered by the service fees.
</p>
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<h2 class="null">Schedule the meetings 📅</h2>
<p>
Every year, a general meeting is scheduled to talk about the financial statements, to take important decisions and so on. This event can easily be scheduled in the Calendar app by creating
<span tabindex="-1" data-oe-protected="true" class="o_knowledge_view_link text-o-color-1 o_knowledge_behavior_anchor o_knowledge_behavior_type_view_link">Meetings</span>. To invite all the owners of a condominium, use the "Search More"
Meetings. To invite all the owners of a condominium, use the "Search More"
on "Attendees" and type the name of the Condominium in... "Condominiums":
</p>
<p><span style="width: 40px;" class="oe-tabs"> </span>​<img src="condominium/static/src/binary/ir_attachment/s.jpg"/><br/></p>
<h2>Efficiently count the votes 🧮</h2>
<p>
During the general meetings, counting the votes depending on the ownership percentage could be painful. From the
<span tabindex="-1" data-oe-protected="true" class="o_knowledge_view_link text-o-color-1 o_knowledge_behavior_anchor o_knowledge_behavior_type_view_link">Properties</span> screen, select all the properties of the corresponding
condominium and insert them in a spreadsheet:
Properties screen, select all the properties of the corresponding condominium and insert them in a spreadsheet:
</p>
<p><img src="/condominium/static/src/binary/ir_attachment/s1.jpg" class="img-fluid"/></p>
<p>
Use the power of formulas to quickly count the votes. See an example of spreadsheet in
<span tabindex="-1" data-oe-protected="true" class="o_knowledge_view_link text-o-color-1 o_knowledge_behavior_anchor o_knowledge_behavior_type_view_link">Documents</span>.
Use the power of formulas to quickly count the votes. See an example of spreadsheet in Documents.
</p>
<p><a href="https://www.odoo.com/documentation/master/applications/finance/spreadsheet.html" class="btn btn-outline-primary btn-sm">🎓 Spreadsheet</a></p>
]]>
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