Hello,
Thank you for reaching out regarding the management of your Fablab's e-commerce needs using Odoo. Based on your requirements, here’s a recommended process to facilitate the purchase of machine time and materials without the need for quotes or online payments:
### Step-by-Step Process:
1. **Product Configuration**:
- Ensure that the machine time and materials are set up as products in Odoo. You can do this by navigating to the **Sales** module, then to **Products**, and creating new entries for each item.
2. **Sales Order Configuration**:
- Since you want to skip the quote step, you can configure the sales orders to allow direct purchases. In the **Sales** module, go to **Configuration** > **Settings** and ensure that the option for "Sales Orders" is enabled without requiring a quote.
3. **Payment Method Setup**:
- You mentioned that you activated the “bank transfer” payment method. To ensure it works correctly, go to **Invoicing** > **Configuration** > **Payment Acquirers** and check that the bank transfer option is set up properly. Make sure it is the only payment method available for your members.
4. **Disable Online Payment**:
- Since you do not want online payments, ensure that all online payment options are disabled. This can be done in the same **Payment Acquirers** section by deactivating any online payment methods.
5. **Sales Order Creation**:
- Members can create sales orders directly from the website. You can customize the website to allow members to select products and create a sales order without going through the quote process. This can be done by modifying the website's e-commerce settings.
6. **Manual Invoicing**:
- To group purchases and invoice them manually, you can create a scheduled task (e.g., daily or weekly) to review the sales orders created by members. You can then generate invoices for these orders in bulk. Go to the **Invoicing** module, select the relevant sales orders, and create invoices accordingly.
7. **Communication with Members**:
- Inform your members about the process. You may want to provide guidelines on how to place orders and the expected timeline for invoicing and payment.
8. **Reporting and Tracking**:
- Utilize Odoo’s reporting features to track sales orders and invoices. This will help you manage the purchases effectively and ensure that all transactions are accounted for.
### Additional Tips:
- Consider using Odoo’s automated actions or scheduled actions to streamline the invoicing process further.
- Regularly review the sales orders and invoices to ensure everything is processed correctly and on time.
By following these steps, you should be able to manage the purchases of machine time and materials effectively while meeting your requirements. If you have any further questions or need assistance with specific configurations, feel free to ask.
Best regards.
