The Configuration tab in the Odoo 18 Events module serves as a vital tool
for enhancing the performance and efficiency of event management. This
tab provides a variety of options that enable users to customize and
streamline the event planning process, ensuring smoother administration
and better organization. Features such as Settings, Event Templates,
Event Stages, Event Tag Categories, Lead Generation, Booth Categories,
and Track Locations are included within this tab, offering flexibility
and control over event configurations.
Event Templates
The Event Templates feature in Odoo 18's Events module provides a
convenient way for users to create and configure templates that align
with the nature of their events. By accessing the Event Templates option
from the Configuration menu, users can streamline event planning by
selecting a pre-designed template from a list of available templates,
catering to typical event types.
Creating a new event template is simple. By clicking on the New icon,
users are directed to a window where they can enter the name of the
event template in the designated field.
Beyond naming the template, the setup process mirrors the steps followed
in creating a new event. The tabs and options available during template
creation are identical to those seen during event formation, ensuring a
consistent and intuitive user experience.
This feature is particularly useful for organizing recurring events or
events that share similar formats, such as conferences, workshops, or
webinars. By using templates, users can save time, maintain uniformity,
and reduce the chances of missing key details during event setup.
Event Stages
The Event Stages feature in Odoo 18's Events module allows users to
define and manage various stages of events based on the actions
performed at each step. This functionality helps streamline event
workflows and provides clear visibility into the event's progress.
Accessible through the Configuration menu, the Event Stages tab displays
a predefined list of stages, making it easy for users to organize and
monitor their events.
To create new stages, users can click the New option, which opens a
window for entering relevant details.
In this window, the stage name can be specified in the provided field. By
enabling the End Stage option, the system designates this stage as the
final step in the event process. Users can also activate the Folded in
Kanban option to collapse this stage in the Kanban view for better
visibility and organization.
Additionally, users can define the sequence of the stage by entering the
appropriate number in the sequence field. For better communication among
team members, the Stage Description and Tooltips option allows users to
include a brief description or tooltip summarizing the stage's purpose.
This helps other team members understand its role within the overall
workflow. Once all the required details are entered, clicking the Save
button completes the setup.
This feature not only improves event management efficiency but also
enhances collaboration and clarity among team members by providing a
structured view of the event's lifecycle.
Event Tags Categories
The Event Tags Categories feature in Odoo 18's Events module, accessible
through the Configurations tab, enables users to organize and classify
event tags into distinct categories. This functionality is essential for
providing clarity and structure to the tagging system, ensuring that
event management remains efficient and streamlined.
When this option is selected, a list of existing tag categories is
displayed, helping users quickly locate or edit their tag categories. To
create a new category for event tags, users can click the New icon,
which opens a form where they can define the name and details of the new
tag category.
This process allows users to maintain a well-structured and easily
navigable tagging system tailored to their event needs.
By leveraging event tag categories, users can efficiently filter, sort,
and manage events based on specific criteria, improving organization and
accessibility within the Events module.
Lead Generation
The Lead Generation feature in Odoo 18's Events module is a powerful tool
designed to streamline the process of creating leads based on event
participation, simplifying sales and marketing follow-ups. This option
displays a list of pre-existing lead generation rules, along with key
details such as the rule name, type of lead creation, timing, associated
event categories, and the company name.
For users seeking to create new lead generation rules, the New icon
offers a straightforward starting point.
To define a rule, users first enter its name in the designated field. Two
primary options for lead creation are available:
1. Per Attendee: Generates a lead for each individual attendee.
2. Per Order: Generates a lead for each batch of tickets or sales orders.
Users can also specify when the leads should be created- whether at the
time attendees are established, confirmed, or have attended the event.
Additionally, fields for selecting specific events and event categories
allow users to tailor the rule to particular scenarios.
For events associated with specific companies, users can input the
company name to ensure the rule applies exclusively to events linked to
that company. Filters can also be enabled to refine attendee selection
based on specific criteria.
Under the Lead Default Values tab, users can define details such as the
Sales Team, Salesperson, and Tags. Once these fields are populated, Odoo
will automatically create leads with the specified sales team and
salesperson, and assign relevant tags for easy identification and
tracking.
This feature simplifies the integration of event management with sales
processes, ensuring efficient lead capture and seamless follow-up. Once
all required information is entered, users can save the rule by clicking
the Save button.
Booth Categories
The Booth Categories feature in Odoo 17's Events module allows users to
classify and manage booths rented to external firms for promoting their
goods and services. This feature, accessible through the Configuration
menu, helps streamline the organization of booths into distinct
categories, ensuring a more efficient and structured approach to booth
management during events.
By selecting the Booth Category option, users can view a list of
preconfigured booths along with their associated costs. Creating a new
booth category is simple and involves clicking the New icon to open a
window for entering the required details.
In this window, users can provide a specific name for the booth category
to identify it clearly. They can also configure booth details by linking
the booth to a product created in the Sales module, which allows for
cost assignment and streamlined management. This is done under the Booth
Details tab, where users can select the Event Booth and the
corresponding product. Additionally, the Sponsorship tab offers the
option to activate Create Sponsor, which automatically generates a
sponsor record whenever a booth is reserved. For further customization,
users can add relevant information about the booth category in the
Description field.
Once all necessary details are entered, clicking the Save button
finalizes the configuration. This integration of booth categorization
with sponsorship and product pricing not only simplifies booth
management but also enhances the overall efficiency of event operations,
making it a valuable tool for event organizers.
Use Event Barcode
In the Attendance section of the Settings page within the Odoo Events
module, users can configure options that directly impact how attendees
gain access to events. One significant feature is the Use Event Barcode
setting.
When activated, this feature allows attendees to use barcodes or QR codes
for event entry. This streamlined process provides attendees with a
quick and efficient way to check in, while enabling Odoo users to
seamlessly track, manage, and analyze attendance data. Beneath this
setting, there is a Barcode Nomenclature field, which is set to "Default
Nomenclature" by default. However, users have the flexibility to change
the nomenclature according to specific needs, offering further
customization for managing attendee access.
Community Chat Rooms
The Community Chat Rooms feature in the Odoo Events module is designed to
enhance attendee engagement by providing virtual spaces for discussions
and collaboration. This feature allows event organizers to create
dedicated chat rooms where participants can interact, exchange ideas,
and discuss topics related to the event. Activating this feature is
simple and can be done from the Settings menu within the Events module.
Once activated, a smart button labeled Rooms becomes available in the
event description window.
Clicking on the Rooms button takes users to a dedicated page for managing
chat rooms associated with the event.
Here, organizers can oversee existing chat rooms or create new ones. To
create a new chat room, users can click the New button, which opens a
creation form with various fields to customize the room.
1. Topic: Specify the main subject or theme of the chat room.
2. Event: Select the event for which the chat room is being created.
3. Summary: Provide a brief description of the chat room's purpose.
4. Audience: Define the target participants, such as general attendees,
VIPs, or specific groups.
5. Is Pinned: Mark the room as pinned if it should appear prominently for
users.
6. Max Capacity: Set a limit on the number of participants who can join
the room.
7. Language: Indicate the primary language of communication for the room.
After filling in these details, users can click the Go To Website button
to publish the chat room. This step makes the room visible to
participants, who can then join and start interacting.
The website interface allows participants to access the chat room
directly, making it convenient for them to engage with others during the
event.
Tickets with Sale
The Tickets with Sale feature in the Odoo 18 Events module introduces a
convenient way to sell event tickets through sales orders. This feature
can be activated from the Events Settings menu.
Once enabled, it integrates ticket sales with the Odoo Sales module,
streamlining the process for both event organizers and customers.
To utilize this feature, start by creating or selecting an event for
which you want to sell tickets. Once the feature is activated, the
system allows you to define tickets as products in the sales order.
When creating a sales order in the Sales module, you can add the event
ticket as a line item, specifying the quantity of tickets required. The
sales order can then be processed just like any other sale in Odoo,
including generating an invoice and registering payment.
Tickets with PoS
To activate the "Tickets with PoS" feature in Odoo, begin by navigating
to the Events Settings menu.
Here, enable the "Tickets with PoS" option to integrate ticket sales with
the PoS module. Next, open the Point of Sale (PoS) module and create a
new PoS specifically to manage your event.
During the configuration, locate the Restrict Categories option in the
PoS settings and select the "Events" category.
This ensures that only event-related products or tickets will be
available in this PoS.
After setting up the PoS, proceed to the PoS dashboard.
Open the newly created PoS using the Open Register option.
Here, set an opening cash to begin operations.
From the PoS interface, you can now manage event ticket sales. Select the
desired tickets and specify the quantities in the pop-up that appears
after clicking on the respective event.
After selecting the tickets, you need to mention the name, email, and
phone details of the participant in the fields given.
Click the Confirm button.
Complete the payment procedures and Validate them.
The system will complete the order seamlessly.
Once all transactions are finished, close the register and return to the
Events module. From the Events module, select the respective event and
click on the Attendees smart button.
Clicking on the Attendees button will open the list of attendees, as
shown below.
Here, you will find the ticket sales accurately reflected in the
corresponding event’s description, providing a clear overview of ticket
availability and sales for your event.
This streamlined process ensures efficient ticket management and seamless
integration between the Events and PoS modules, enhancing your event
management experience in Odoo.
Events Mail Schedulers
The Emails/SMS Scheduler in the Odoo 18
Events module is a powerful
feature designed to streamline communication with event attendees. When
creating a new event, you can configure automated email or SMS reminders
to keep attendees informed about event details and updates. This feature
eliminates the need for manual follow-ups, ensuring timely and efficient
communication.
All scheduled reminders are managed under the Events Mail
Scheduler
option, where you can view a detailed list of planned emails and SMS.
The list provides key information, including the event name, the
template used, the scheduled date for dispatch, and the total number of
messages sent. This organized preview allows event organizers to monitor
and track communication efforts effectively, ensuring that no attendee
is left out and all reminders are sent as planned.
Booths
The Odoo 18 Events module provides a dedicated feature
for setting up
booths for an event, enhancing its appeal and functionality. When
creating a new event, you can configure booths that will be displayed on
the event's website. This allows companies or organizations to reserve a
booth online to showcase their products or services to event attendees.
Booths can be created and managed under the
Configuration menu in the
Events module, ensuring an organized process for managing these
reservations. This feature is particularly useful for events like trade
shows, expos, or conventions, where exhibitors want to engage with the
audience.
The configured booths are categorized inton Available
and Unavailable
sections in the Booths window's Kanban view, offering a
clear overview
of booth availability. This view supports Filters and
Group By options
to streamline booth management. To add a new booth, simply click the
New
button and fill in the necessary details.
These include the booth name, associated event, booth category, renter
details (name, email, phone, and mobile number), and other required
fields. Additionally, the Registration tab provides
information about
customers who have registered for a booth. Once all details are entered,
click the Save button to finalize the new booth setup.
This intuitive
process simplifies booth management and ensures exhibitors have a
seamless experience reserving and managing their booths.
Track Stages
In Odoo 18, the Track Stages feature within the
Events module enables you to assign and manage various
stages for event tracks. These stages provide participants with a clear
understanding of the progress and actions taken throughout the event. To
create or customize these stages, navigate to the
Configuration menu and
select the Track Stages option. This feature ensures
seamless tracking
and organization of event activities.
The Track Stages window displays a list of
pre-configured stages. To
create a new stage, click the New button and fill in
the required
details.
Begin by entering a Stage Name in the designated field.
If an email
template is added, Odoo will automatically send an email to participants
when the event track reaches this stage. To display the track in the
event agenda on the frontend, enable the Visible in
Agenda option.
Activating the Fully Accessible field allows customers
to view and
access the track. Tracks marked as canceled will automatically move to
the Canceled Stage when this field is enabled. For
better organization,
use the Folded in Kanban option to collapse the stage
in Kanban view.
Additionally, you can customize the stage with a color using the Colour
option for easy identification. The Stage Description and
Tooltips tab
allows you to define labels and descriptions for the stage, enhancing
clarity. Once all fields are completed, click Save to
finalize the new
stage.
This feature ensures an organized and user-friendly process for managing
event tracks, enhancing the overall experience for participants and
organizers alike.
Track Tag Categories
In Odoo 18, you can organize track tags efficiently by creating and
managing Track Tag Categories. This feature allows you to group related
tags under specific categories, making it easier to classify and manage
event tracks. To set up these categories, navigate to the Configuration
menu in the Events module and select the Track Tag Categories option.
The Track Tag Categories window displays a list of existing categories
along with their associated tags. Each category includes a name and a
collection of related tags, providing a clear overview of how the tags
are grouped. To create a new track tag category, click the New button.
In the provided field, enter the Name of the category. You can then add
relevant tags to the category by clicking the Add a Line button and
specifying the desired tags. Once you’ve entered all the necessary
details, click the Save button to finalize the new category.
Track Tags
The Track Tags feature in the Odoo 18 Events module allows you to create
and manage tags for organizing event tracks efficiently. To access this
feature, navigate to the Configuration menu and select the Track Tags
option. This provides a streamlined way to categorize and label event
tracks for better organization and clarity.
The Track Tags window displays a list of existing tags, along with
details such as the Tag Name, Category, and Colour Index. To create a
new track tag, click the New button. This will add a new line to the
list where you can specify the Name of the tag. You can also assign a
Category to the tag by selecting it from the dropdown menu and choose a
color using the Colour Index for visual identification. Once all the
necessary details are entered, click the Save button to finalize the new
tag.
Track Visitors
The Track Visitors option in the Configuration menu of the Odoo 18 Events
module allows event organizers to monitor and manage information about
visitors for published tracks. This feature is particularly useful for
gaining insights into visitor engagement and participation, enabling
better event management and analytics.
The Track Visitors window provides a detailed list of visitors and their
interactions with event tracks. The list includes information such as
the Track Name, Visitor, Partner, and the number of Quiz Points earned
by the visitor. Additionally, the Is Wishlisted field indicates whether
the visitor has added the track to their wishlist, marked with a tick if
applicable. Similarly, the Completed field shows as ticked if the
visitor has completed the track.
Sponsor Levels
In the Odoo 18 Events module, you can easily assign multiple tiers to
event sponsors using the Sponsor Levels feature. This option, accessible
through the Configuration menu, helps organize and display sponsor
contributions effectively, enhancing the visibility of their support.
The Sponsor Levels window provides a detailed list of all the sponsor
tiers created, along with an image of each level's ribbon design for
quick identification. To create a new sponsor level, click the New
button. In the designated fields, you can define the name of the level.
Once all information is entered, click the Save button to finalize the
new sponsor level.
Event Quizzes
Odoo 18 records all quizzes generated for various events using the Event
Quizzes platform. This feature allows event organizers to keep a
comprehensive record of quizzes, making it easy to track participation
and results across multiple events.
The platform provides a clear overview of all quizzes created, including
details such as Quiz Name, Event, and Event Track information, which are
listed in the preview.
Additionally, the Event Quiz Questions window serves as the central hub
where you can view and manage quiz questions for various events.
This window displays all the questions associated with different quizzes,
giving you a clear understanding of the quiz structure. It also provides
details on the points awarded for each question, ensuring a complete
view of how quizzes are designed and scored.
Website Menus
In the Odoo 18 Events module, all menus created for event webpages can be
found under the Website Menus option in the Configuration menu. This
feature provides a centralized view of all the menus that have been set
up to display event-related content on the website.
The Website Menus window lists each menu with important details, such as
the Menu Name, Event, Menu Type, and View associated with it. This
allows event organizers to easily track and manage the different menus
designed to showcase event information, navigate event pages, or provide
additional features like ticket booking, schedule viewing, and more.
Track Location
The Track Location option in the Configuration menu allows users to
define and manage the locations where events and tracks will take place.
This feature is crucial for organizers who need to assign specific
venues to various tracks during an event.
By selecting the New button, users can easily add a new location to the
system. This streamlines the process of setting up events, ensuring that
each track has a designated venue and making event management more
organized and efficient. Whether it's a physical venue or a virtual
space, the Track Location feature helps ensure smooth logistical
planning for events.