Event booths¶
The Odoo Events application provides users with the ability to create event booths, sell their availability, and manage their reservations.
配置¶
In order to create, sell, and manage booths for events, the Booth Management feature must be activated.
To do that, navigate to , and tick the Booth Management checkbox. Then, click Save.
重要
When the Booth Management setting is activated, a new Product Type becomes available on all product forms: Event Booth.
This is important because every created booth must be assigned a Booth Category on their respective booth form, and every booth category must have an Event Booth product assigned to it.
Booth categories¶
With the Booth Management setting activated in the Events app, the Booth Categories option appears in the Configuration menu.
To access the Booth Category dashboard, go to , which reveals a list of all created booth categories.
On the Booth Category page, the following information for each booth category is listed:
Name: the name of the booth category.
Create Sponsor: if checked, booking this booth category creates a sponsor for the user.
Product: the Event Booth product associated with that specific booth category.
Price: the price of a booth in that booth category.
When the (settings) icon, located to the far-right of the column titles, is clicked, a drop-down menu of additional column options appears. From the resulting drop-down menu, tick the checkbox beside Sponsor Level and/or Sponsor Type to reveal those columns on the Booth Category page.
To edit an existing booth category, select it from the list, and proceed to make any desired modifications from the event category form.
Create booth category¶
To create a booth category from the Booth Category page, click the New button in the upper-left corner to reveal a blank booth category form.
Start by entering a name for the booth category in the top Booth Category field. This is a requried field.
To add a corresponding image to the booth category (e.g. a sample photo of how the booth looks), click the (pencil) icon that appears when the cursor hovers over the camera placeholder in the upper-right corner of the booth category form. When clicked, proceed to upload the desired image to the booth category form, if needed.
In the Booth Details section, users must assign a Product to the category, and it must have Event Booth set as the Product Type on the product form.
And, regardless of the listed price on the Event Booth product chosen, the user can input a custom Price to be applied for this booth category in the field below.
In the Sponsorship section, there is a Create Sponsor checkbox option. With that checkbox ticked, whenever a booth belonging to this category is booked, the user is created as an official Sponsor of the event.
When the Create Sponsor checkbox is ticked, two additional fields appear beneath it: Sponsor Level and Sponsor Type.
注解
Sponsor Level and Sponsor Type are purely to distinguish different distinctions of sponsors. For example, if a sponsor has been attached to a company for multiple years, they would be granted a higher level (e.g. Gold level), which provides them with immediate credability and status. Whereas, conversely, a relatively new sponsor would be granted a lower level (e.g. Bronze level), which coincides with its own credability and status.
Select a desired level of sponsorship from the Sponsor Level drop-down field.
小技巧
To modify any existing Sponsor Level, select it from the drop-down field, then click the (right arrow) that appears at the end of the line. Doing so opens a separate page, wherein the Sponsor Level name and Ribbon Style can be changed, if necessary.
Users can also create a new Sponsor Level, by typing in the name of the new level, and clicking Create and edit… from the resulting drop-down menu.
注解
Clicking Create from the resulting drop-down menu in this instance creates the sponsor level, but doesn’t immediately prompt the user to further configure it, via a Create Sponsor Level pop-up window.
Doing so reveals a Create Sponsor Level pop-up window.
From this pop-up window, confirm the newly-created Sponsor Level, and decide what kind of Ribbon Style should be applied, if any. The Ribbon Style options available in that drop-down field are: No Ribbon, Gold, Silver, and Bronze.
If one is selected, that Ribbon Style appears with the sponsor’s name on the event website.
On the booth category form, beneath those sections (Booth Details and Sponsorship), there is the Description tab. In this tab, proceed to enter any vital information related to the booth category that would be important for any potential booth-buyer to know about (e.g., the square footage, any amenities, size of display screen, etc.).
Add booth to an event¶
In order to add a booth to an event, navigate to an existing event form, via , and select the desired event from the Events dashboard. Or, click New to open a blank event form.
From the event form, to access the Booths for that specific event, click the Booths smart button at the top of the page.
The Booths page is displayed in a Kanban view, by default, with two different stages: Available and Unavailable.
注解
The Booths page of an event is also viewable in a List view, Graph view, and Pivot view. All of which are accessible, via their icons, in the upper-right corner of the Booths page.
The booths present in the Available stage are still available for people to purchase for the event. The booths present in the Unavailable stage have already been purchased, and are no longer available.
To modify any existing booth, simply click the desired booth from the Booths page, and proceed to make any necessary changes from the booth form. Or, create a new one, by clicking the New button in the upper-left corner to reveal a blank booth form.
Booth form¶
The booth form in Odoo Events lets users customize and configure event booths in a number of different ways.
Start by typing in a Name for the booth. This is a required field.
Then, apply a Booth Category to the booth. This is a required field.
小技巧
A new Booth Category can be created from this field, by typing in the name of the new category, and clicking Create and edit… from the resulting drop-down menu. Doing so reveals a Create Booth Category pop-up window, with all the standard fields found on a common booth category form.
Simply clicking Create from the resulting drop-down menu creates the category, but does not reveal the Create Booth Category pop-up window. The category would have to be modified later, via the Booth Categories page ().
Upon selecting a pre-existing Booth Category, two additional, non-modifiable fields appear: Product and Price. Both fields represent their respective selections for that specific booth category.
When a person purchases a booth rental through the event website, the subsequent renter-related fields on the form auto-populate, based on the information provided by the purchaser during the online transaction. The booth also automatically changes its status from Available to Unavailable.
However, if the rental of a booth is conducted in any other way (e.g., in person, via sales order, etc.), the Renter, Renter Name, Renter Email, and Renter Phone fields can be entered in manually.
The status of the booth (Available or Unavailable) can also be changed manually, either by clicking the appropriate status from the status bar present on the booth form, or by dragging-and-dropping the desired booth into the appropriate stage, via the Booths page Kanban view.
Sell event booths¶
With event booths configured on the event form, via the event-specific Booths pages, Odoo presents them on the event website, via the Get A Booth event subheader link.
To access the Get A Booth page on the event website, open the , and select the desired event from the Events dashboard. From the event form, click the Go to Website smart button to be taken to the Odoo-built event website.
If the event subheader menu (with the Get A Booth option) is not showing up on the event website, there are two ways to make it appear.
While on the event website, enter the edit mode by clicking the Edit button in the upper-right corner. Then, click into the Customize tab of the resulting sidebar of web design tools.
In the Customize tab, click the toggle switch for Sub-Menu (Specific), and click Save. Doing so reveals the event subheader menu with various options.
Alternatively, enter Debug mode, and open the specific event form in the the Events application.
On the event form, with Debug mode on, an array of subheader menu options appears. Tick the checkbox for Website Submenu, in order for the submenu to appear on the event website. Doing so also ticks every other submenu-related checkbox automatically.
At this point, proceed to choose which options to keep on the event subheader menu. In this case, make sure the Booth Register checkbox is ticked.
From there, click the Get A Booth event subheader menu option. Doing so reveals the Get A Booth page, showcasing all the configured event booths that were created on the event form.
From here, the visitor can select their desired booth option, then Location. Next, they would click the Book my Booth(s) button, located at the bottom of the Get A Booth page.
Doing so reveals a Contact Details page, wherein they fill out either Contact Details or Sponsor Details, depending on how the booth was configured on the event form. The fields present on this form vary, depending on whether its meant for a basic contact or an event sponsor.
注解
If the selected booth has the Create Sponsor checkbox ticked, this page reads as Sponsor Details.
The information provided on this details page is used to auto-populate the renter-related information on the booth form on the event form in the Events application.
Once the necessary information has been entered, the visitor then clicks the Go to Payment at the bottom of the page, and proceeds to complete the typical checkout process.
Upon a successful payment confirmation, that selected booth automatically moves to the Unavailable stage on the event-specific Booths page in the Events application (accessible via the Booths smart button on the event form).
Also, the provided Sponsor information (if applicable) and Sales Order information are accessible from the specific event form, via their respective smart buttons that appear at the top of the form.
注解
Click the Sponsors smart button to modify any information about the sponsor, if necessary.