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USER MANUAL
Delivery Date Scheduler
Version: 1.4
Compatibility:
Odoo 8.x, 9.x, 10.x, 11.x
TABLE OF CONTENTS
Introduction....................................................1
Benefits of Delivery Date Scheduler...............1
Pre-requisites..................................................1
Installation ......................................................2
Installation Steps.........................................2
App Configuration...........................................5
Front End Features .......................................13
Contact Us.....................................................14
USER MANUAL – Delivery Date Scheduler
www.appjetty.com 1
Introduction
Delivery Date Scheduler which is useful for entrepreneurs to easily deal with order management
process. It is an ideal extension for customers which allows them to select the date and time on which
they want to receive delivery of product. Admin can disable week off days and time slot which won’t
allow customers to choose those days and time for delivery.
Benefits of Delivery Date Scheduler
• It is convenient to manage delivery schedules.
• It effectively displays the delivery date with order information.
• It enables admin to consolidate order management processes.
• It has created seamless shipping experience for customers.
• It saves a lot of time and money for delivery.
Pre-requisites
Following points must be followed before starting the plug-in installation:
• You should login as an Admin in Odoo.
• Check that your Odoo Instance is compatible for Delivery Date Scheduler.
• An e-commerce module should be present in your instance to use this app.
USER MANUAL – Delivery Date Scheduler
www.appjetty.com 2
Installation
Installation Steps
Step 1: Download and extract the zip file.
Step 2: Check your Odoo add-ons path.
• It should be same as defined in Odoo Config file.
• Config files are mostly saved in /etc folder. For e.g. /etc/odoo.conf
• Open Config file:
▪ Give the command: sudo/etc/odoo.conf
▪ Config file content: addons_path = /opt/odoo/addons
Step 3: Open Terminal and go to download location
• For e.g. if the download location path is: /home/odoo/Downloads then the command to be
written in the terminal would be: cd/home/odoo/Downloads
Step 4: Copy download modules to addons path
• Give the below mentioned commands to perform copy operation:
▪ $cd /home/odoo/Downloads/website_customer_order_delivery_date
▪ $cd v8
▪ $sudo cp delivery_date_scheduler /opt/odoo/addons
Step 5: Restart Odoo server
Step 6: Login with the admin credentials in your odoo instance.
Step 7: Go to Settings/Update Module List.
• Click on “Update” button.
USER MANUAL – Delivery Date Scheduler
www.appjetty.com 3
Step 8: Go to Settings/Local Modules
• Remove search filter
USER MANUAL – Delivery Date Scheduler
www.appjetty.com 4
• Enter module name in the search box provided in the top right corner of the page. For e.g. here
write “Delivery Date Scheduler”.
• Click on ‘Install’ button.
USER MANUAL – Delivery Date Scheduler
www.appjetty.com 5
App Configuration
General Configuration
• Log into your Odoo Instance as Admin. Go to Website Admin -> Configuration. Delivery Date
Scheduler module will be added.
• Check the ‘Disable Delivery Comment Feature’ checkbox to disable the delivery date scheduler.
• Select the view in which you would like to display the Delivery Schedule. For e.g. Calendar view or
Timeslot view.
USER MANUAL – Delivery Date Scheduler
www.appjetty.com 6
• You can make Delivery date mandatory if you set the checkbox against ‘Make Delivery Date
Mandatory’.
• Write the “Delivery Date Label” and “Delivery Comment Label” of your choice to be displayed on
the front end.
• Choose the appropriate ‘Date Format’ from the dropdown list.
• Choose the desired ‘Time Format’ from the dropdown list.
USER MANUAL – Delivery Date Scheduler
www.appjetty.com 7
• Set the value of checkbox as true to enable the time in calendar.
• User can set the ‘Minimum Interval of days’ between orders placed and scheduled delivery date.
USER MANUAL – Delivery Date Scheduler
www.appjetty.com 8
Day off Settings
• Go to Settings -> Delivery Scheduler Settings. Proceed with the ‘Day Off Settings’.
• Day off Setting: User can select single or multiple days from the dropdown list.
• Single Day off: Suppose you want to disable particular dates for delivery. This can be done by
choosing the dates from the calendar here.
• Period off: If there is a case to disable delivery dates for a particular period of time then you can
select the start and end date from the calendar here. It is also possible to add multiple periods.
• You can delete disabled settings using the icon provided at the end of the row.
Note: In case, the time format is changed from AM/PM to 24 hours and vice-versa, then the “Day off
Settings” needs to be configured again.
USER MANUAL – Delivery Date Scheduler
www.appjetty.com 9
Timeslot settings
• If the user has selected ‘24 Hour’ time format, then the settings will be displayed as shown in the
image below.
• You can set the no. of delivery days and minimum interval in hours.
• For ‘24 Hour’ time format, you need to select the start time and end time from the dropdown list.
• Add the time slots you would like to display at the front end. It is also possible to delete the
timeslots using the delete icon provided at the end of the row.
USER MANUAL – Delivery Date Scheduler
www.appjetty.com 10
• You can disable timeslots for a particular day and date as instructed in the image below.
USER MANUAL – Delivery Date Scheduler
www.appjetty.com 11
• If the user has selected ‘AM/PM’ format then the settings will be displayed as in the image below.
• The settings are almost similar to the previous format. The minor change is you have to select
‘AM/PM’ from the dropdown along with time.
USER MANUAL – Delivery Date Scheduler
www.appjetty.com 12
Delivery details in Quotation view
• Admin can view the delivery date, time and comments if any with the order details.
• A new tab for Customer Order Delivery date and time will be added.
• You can view this from Sales -> Quotations. Click on any order to view the details.
• If the customer has not posted any comment while placing order then it will show “No Comment”.
USER MANUAL – Delivery Date Scheduler
www.appjetty.com 13
Front End Features
• Customers can select desired date for delivery and input their comments if any while placing their
order.
• Previous date will be disabled. Hence it prevents the customers to select previous dates.
USER MANUAL – Delivery Date Scheduler
www.appjetty.com 14
Contact Us
We simplify your business, offer unique business solution in digital web and IT landscapes.
Customization:
If you would like to customize or discuss about additional feature for Delivery Date Scheduler, please
write to sales@appjetty.com
Live Chat
• Get instant support with our Live Chat.
• Visit our product page at:
https://www.appjetty.com/odoo-delivery-
date-scheduler.htm andclick onthe Live Chat
buttonfor instant support.
Tickets
• Raise tickets for your specific question!
• Send an email to support@appjetty.com or
you can login to my account
www.appjetty.com and click on My Support
Tickets on your account dashboard, to get
answers to your specific questions.

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Odoo Delivery Date Scheduler App, OpenERP Order Delivery Plugins

  • 1. USER MANUAL Delivery Date Scheduler Version: 1.4 Compatibility: Odoo 8.x, 9.x, 10.x, 11.x TABLE OF CONTENTS Introduction....................................................1 Benefits of Delivery Date Scheduler...............1 Pre-requisites..................................................1 Installation ......................................................2 Installation Steps.........................................2 App Configuration...........................................5 Front End Features .......................................13 Contact Us.....................................................14
  • 2. USER MANUAL – Delivery Date Scheduler www.appjetty.com 1 Introduction Delivery Date Scheduler which is useful for entrepreneurs to easily deal with order management process. It is an ideal extension for customers which allows them to select the date and time on which they want to receive delivery of product. Admin can disable week off days and time slot which won’t allow customers to choose those days and time for delivery. Benefits of Delivery Date Scheduler • It is convenient to manage delivery schedules. • It effectively displays the delivery date with order information. • It enables admin to consolidate order management processes. • It has created seamless shipping experience for customers. • It saves a lot of time and money for delivery. Pre-requisites Following points must be followed before starting the plug-in installation: • You should login as an Admin in Odoo. • Check that your Odoo Instance is compatible for Delivery Date Scheduler. • An e-commerce module should be present in your instance to use this app.
  • 3. USER MANUAL – Delivery Date Scheduler www.appjetty.com 2 Installation Installation Steps Step 1: Download and extract the zip file. Step 2: Check your Odoo add-ons path. • It should be same as defined in Odoo Config file. • Config files are mostly saved in /etc folder. For e.g. /etc/odoo.conf • Open Config file: ▪ Give the command: sudo/etc/odoo.conf ▪ Config file content: addons_path = /opt/odoo/addons Step 3: Open Terminal and go to download location • For e.g. if the download location path is: /home/odoo/Downloads then the command to be written in the terminal would be: cd/home/odoo/Downloads Step 4: Copy download modules to addons path • Give the below mentioned commands to perform copy operation: ▪ $cd /home/odoo/Downloads/website_customer_order_delivery_date ▪ $cd v8 ▪ $sudo cp delivery_date_scheduler /opt/odoo/addons Step 5: Restart Odoo server Step 6: Login with the admin credentials in your odoo instance. Step 7: Go to Settings/Update Module List. • Click on “Update” button.
  • 4. USER MANUAL – Delivery Date Scheduler www.appjetty.com 3 Step 8: Go to Settings/Local Modules • Remove search filter
  • 5. USER MANUAL – Delivery Date Scheduler www.appjetty.com 4 • Enter module name in the search box provided in the top right corner of the page. For e.g. here write “Delivery Date Scheduler”. • Click on ‘Install’ button.
  • 6. USER MANUAL – Delivery Date Scheduler www.appjetty.com 5 App Configuration General Configuration • Log into your Odoo Instance as Admin. Go to Website Admin -> Configuration. Delivery Date Scheduler module will be added. • Check the ‘Disable Delivery Comment Feature’ checkbox to disable the delivery date scheduler. • Select the view in which you would like to display the Delivery Schedule. For e.g. Calendar view or Timeslot view.
  • 7. USER MANUAL – Delivery Date Scheduler www.appjetty.com 6 • You can make Delivery date mandatory if you set the checkbox against ‘Make Delivery Date Mandatory’. • Write the “Delivery Date Label” and “Delivery Comment Label” of your choice to be displayed on the front end. • Choose the appropriate ‘Date Format’ from the dropdown list. • Choose the desired ‘Time Format’ from the dropdown list.
  • 8. USER MANUAL – Delivery Date Scheduler www.appjetty.com 7 • Set the value of checkbox as true to enable the time in calendar. • User can set the ‘Minimum Interval of days’ between orders placed and scheduled delivery date.
  • 9. USER MANUAL – Delivery Date Scheduler www.appjetty.com 8 Day off Settings • Go to Settings -> Delivery Scheduler Settings. Proceed with the ‘Day Off Settings’. • Day off Setting: User can select single or multiple days from the dropdown list. • Single Day off: Suppose you want to disable particular dates for delivery. This can be done by choosing the dates from the calendar here. • Period off: If there is a case to disable delivery dates for a particular period of time then you can select the start and end date from the calendar here. It is also possible to add multiple periods. • You can delete disabled settings using the icon provided at the end of the row. Note: In case, the time format is changed from AM/PM to 24 hours and vice-versa, then the “Day off Settings” needs to be configured again.
  • 10. USER MANUAL – Delivery Date Scheduler www.appjetty.com 9 Timeslot settings • If the user has selected ‘24 Hour’ time format, then the settings will be displayed as shown in the image below. • You can set the no. of delivery days and minimum interval in hours. • For ‘24 Hour’ time format, you need to select the start time and end time from the dropdown list. • Add the time slots you would like to display at the front end. It is also possible to delete the timeslots using the delete icon provided at the end of the row.
  • 11. USER MANUAL – Delivery Date Scheduler www.appjetty.com 10 • You can disable timeslots for a particular day and date as instructed in the image below.
  • 12. USER MANUAL – Delivery Date Scheduler www.appjetty.com 11 • If the user has selected ‘AM/PM’ format then the settings will be displayed as in the image below. • The settings are almost similar to the previous format. The minor change is you have to select ‘AM/PM’ from the dropdown along with time.
  • 13. USER MANUAL – Delivery Date Scheduler www.appjetty.com 12 Delivery details in Quotation view • Admin can view the delivery date, time and comments if any with the order details. • A new tab for Customer Order Delivery date and time will be added. • You can view this from Sales -> Quotations. Click on any order to view the details. • If the customer has not posted any comment while placing order then it will show “No Comment”.
  • 14. USER MANUAL – Delivery Date Scheduler www.appjetty.com 13 Front End Features • Customers can select desired date for delivery and input their comments if any while placing their order. • Previous date will be disabled. Hence it prevents the customers to select previous dates.
  • 15. USER MANUAL – Delivery Date Scheduler www.appjetty.com 14 Contact Us We simplify your business, offer unique business solution in digital web and IT landscapes. Customization: If you would like to customize or discuss about additional feature for Delivery Date Scheduler, please write to sales@appjetty.com Live Chat • Get instant support with our Live Chat. • Visit our product page at: https://www.appjetty.com/odoo-delivery- date-scheduler.htm andclick onthe Live Chat buttonfor instant support. Tickets • Raise tickets for your specific question! • Send an email to support@appjetty.com or you can login to my account www.appjetty.com and click on My Support Tickets on your account dashboard, to get answers to your specific questions.