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+ Climbing Gym
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+ Hello there!
+ You just installed the Odoo for Climbing Gym package. By doing so, we have installed a bunch of necessary apps to run your business efficiently.
+ Discover the basics of this package and explore all the possibilities Odoo offers to improve your experience.
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💡
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If you want to execute a practical guided tour of this module, you should Import demo data and try the Demo - Use Case (In the next Knowledge Article)
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+ Basics
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+ You can access every installed App in your Odoo database on your main dashboard.
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+ - Sell subscriptions product from the Subscription App and the Sales App
+ - Manage your employees' shifts with the Planning App
+ - Sell goods on the fly from the Point of Sale App
+ - Resupply when needed with Purchase App
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+ - Record entrances through the Contact App based on subscription or prepaid cards
+ - Manage waiver with the Sign App
+ - Generate visibility through the Website App
+ - Promote your upcoming events with the Events App
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+ Use case
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+ By uploading this module's demo data, your database has been filled with a few products, sale orders and more.
+ You should be able to execute the following flows to have an overview of various flows you can quickly execute with this package using Odoo.
+ Of course, this is just an overview of the features included in this package. Feel free to add new apps, delete/modify demo data, and test everything around!
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⚠️
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You didn't import demo data? You can still do it. Go to Apps > Industries > Upgrade your Bar & Pub package and check the related box
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+ 📝 Get signed waivers
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To manage waivers, we take advantage of the Sign App from the customer form.
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+ - Open the Contact App and create a new customer record filling in especially the email address.
+ - Save your new contact to reveal the Send Waiver button.
- Hit the Sent Waiver button to request the signature.
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✅
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You can define your own waiver form from the Sign App, within the templates.
Make sure only one template with "Is Waiver" field is set (visible in the list view).
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+ - Find out signed documents from the smart button at the top of the contact form labelled Signature Requested.
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+ 🎓 Contacts 🎓 Sign
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+ 🎟️ Managing entrances
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+ Two types of product can be sold to access the climbing area:
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+ - Single entrances which as well can be sold in bundles.
+ - Subscriptions for unlimited access during a period of time.
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+ Entrance bundles
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+ - Open the Sales App and create a new order.
+ - Select your freshly created customer.
- Add a bundle of 10 entrances.
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Single entrances are to be used live while bundles consist in a loyalty card from which can be used entrances later on.
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+ - Confirm the order and bill your customer.
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+ Your customer now has a loyalty card for the corresponding sessions.
You can reach the loyalty cards and appreciate their balances from the smart button for Loyalty Cards in the Contact form.
+ 🎓 Sales 🎓 Loyalty Program
+ Subscriptions
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+ - Open the Sales App or alternatively the Subscription App and create a new order.
+ - Select again your freshly created customer.
- Add a subscription to the quote and select the plan for this customer.
+ - Confirm the order and bill your customer.
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+ As a result, your customer now is member of the corresponding level.
Open the contact form to appreciate the change.
This gives access to entrances as well as discounts at the point of sales.
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🎉
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Be creative on advantages associated to your subscriptions: discount at the point of sale on good, discount if you hold a bar, dicounts on events...
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🎓 Subscriptions
+ Billing customers
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+ - You can directly create invoices from a confirmed sales order from the Sales App.
In this case, you would handle the payment on the side as you please.
+ - Alternatively, you can pull a sale order from a register of the Point of Sales App.
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+ - Open the three dots menu from the register in the bottom left corner.
+ - Click the Quotation / Order option and select the sale order to pull.
+ - Proceed to payment!
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+ Using entrances
+ Next time you new customer comes at the desk to use an entrance, whether from the subscription or the loyalty card, you will consume an entrance.
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+ - Open your customer contact form from the Contact App.
+ - When a contact has an ongoing subscription or a positive balance or entrance on a loyalty card, the Use Session button is available above the form.
+ - Hit the Use Session. This creates a new quote to consume a session, which is paid with a discount in case of a subscription and with a loyalty session in the case of session bundles.
+ - Confirm the order to record the entrance!
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+ Of course, for single entrances, it is straight forward.
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🕝
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Monitoring consumed entrances might be a good idea to capture rush hours...
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+ 🗓️ Plan your employees' shifts
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+ To handle the front desk, to provide lessons and more, employees are needed. And to organize all this, Planning App is the place to be.
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+ - Open the Planning App and navigate to next week.
+ - See that shifts are already planned and unassigned.
+ - Hit the Auto Plan button beside the Publish one.
This assign the shifts to employees based on their roles.
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Edit their roles from the Employee form, in the Employees App, at the bottom of the Work Information tab.
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+ - Changes shift assignations as you please.
+ - Publish the planning to communicate to your employees when they are expected.
+ - Navigate to the next week where no shifts are planned so far.
+ - Hit a Planning cell to plan a shift.
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Leverage the shift templates for recurrent shifts by roles.
You can edit those from the Configuration menu.
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+ - Alternatively to this tedious work of single shift creation, replicate you previous week planning by clicking the Copy previous week button beside the Publish button.
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+ 🎓 Planning 🎓 Employees
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+ 💸 Sell goods on the fly
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+ You as well have goods to sell because some climbers may forget their chalk or hurt their fingers... Let's see how the Point of Sale App can help you quickly sell such products.
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+ - Open the Point of Sales App and open the register.
+ - Set your opening balance and you're ready to efficient sales.
+ - Create a new order and select goods such as chalk and tape.
+ - Proceed to payment and they are good to go!
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In this configuration, products are not tracked in terms of count but feel free to explore Inventory App to setup the appropriate products and benefit from capabilities which meet your needs.
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🎓 Point of Sale
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+ 🎉 Promote events
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+ To make some noise and generate a feeling of community among your customer, you most likely are organizing events. The Events App got your back for this.
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+ - Open the Events App and create a new event.
+ - Give it a name, adjust its dates, and then save it.
+ - Click the Go to Website smart button at the top of the screen.
+ - Hit the Unpublished toggle in order to publish it to your website visitors.
+ - Obviously, feel free to update its page by entering the website editor mode from the top right corner.
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Selling event registration from your website is as well possible and requires to activate a payment provider.
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More advanced capabilities are available for you to create multi slot events, paid event and more!
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🎓 Events
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🎉
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You completed that demo use case! There are millions of other ways to adapt your Odoo setup to fit your business needs.
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Discover more about Odoo by diving into our documentation and academy , and feel free to request a demo if you need help!
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+ Do you want to go further?
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+ Odoo offers you infinite possibilities, such as:
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+ - Customize your website to meet your offer with the Website App
+ - Leverage the Barcode App to manipulate subscription and loyalty cards
+ - Use the Appointment App to sell courses
+ - Accounting is made easier than ever with a completely integrated environment in Accounting App
+ - Manage you stock of goods thanks to the Inventory App
+ - Resupply efficiently with the Purchase App
+ - Extend your Point of Sales App configuration if you have a bar or a restaurant
+ - Project App can be of great help for you to manage internal projects such as recurrent tasks, space rework or else
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+ These all go free in your current subscription; feel free to explore! 🙃
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🚀
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Would you like to discuss your Odoo setup with us or go even further?
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Reach us
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+ Final word
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+ You might have tested this package with or without demo data.
In any case, you may have written records in journals which are not deletable and which might be an issue for your traceability.
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In such situation, feel free to experiment with this database and then to create a new one for your own usage.
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