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Create event quotations from opportunities

sale_crm_event_reservation folder_open OCA/event open_in_new
Marketing License: AGPL-3

This module extends the functionality of crm_event, event_sale_reservation and sale_crm to support fast generation of event quotations from opportunities and to allow you to sell events like a boss.

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

Lets salespeople create an event quotation directly from an opportunity with one button, either by registering attendees in a scheduled event or reserving seats for an upcoming one. Also adds reserved seats to the event category reports.

When an opportunity is linked to an event category and has a number of seats wanted, a highlighted "New Event Quotation" button appears on the opportunity form (visible to event users). It opens a small wizard where the user picks how to sell:

  • Register in scheduled event: choose an existing event and one of its tickets. Only events of the same category that are not finished, end today or later, and have enough free seats are offered; tickets must still be on sale and have enough seats.
  • Reserve upcoming event: choose a reservation product linked to that event category.

Pressing "Generate quotation" creates a sales order for the opportunity's customer, copying the opportunity's campaign, medium, source, sales team and origin, and adds one order line with the wanted number of seats. The new quotation opens immediately.

The module also extends the event category analysis report with a "Reserved seats" measure, shown in the pivot and graph views, so users can compare reserved seats with other event figures. It relies on the event, event reservation and CRM quotation modules and adds no scheduled jobs or emails.

Depends on

crm_eventevent_sale_reservationsale_crm
Models and fields (2)
  • event.type.report · extends an existing modelseats_reservation_total (Reserved seats)
  • crm.lead.event.sale.wizard · new modelmode, event_id, product_id, seats_wanted, event_type_id, opportunity_id, event_ticket_id (Ticket), allowed_event_ids, allowed_event_ticket_ids

Text generated by AI (DeepSeek) from reading the Odoo 19.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 4 confirmed, 5 with no information of 9 versions.

terminal Installation and usage

OCA documentation · Odoo 19.0

Installation

Source · Odoo 19.0

To install this module, you need to:

  • Install crm_event and event_sale_reservation from .

Configuration

Source · Odoo 19.0

To make use of this module, a user needs these minimal permissions:

  • Sales / User: Own Documents Only
  • Events / User

Usage

Source · Odoo 19.0

To use this module, you need to:

  • Go to CRM \> My Pipeline.
  • Create one opportunity.
  • Set basic fields.
  • Set Customer, Event type and Seats Wanted.
  • Click on New Event Quotation.

A wizard will open. If you want to register the customer in an scheduled event:

  • Select Mode = Register in scheduled event.
  • Select Event and Ticket
  • Click on Generate quotation

Instead, if you want to reserve some seats for the customer in some upcoming event:

  • Select Mode = Reserve upcoming event.
  • Select Product, which must be a reservation product for the chosen event type.
  • Click on Generate quotation

In either case, you will be presented with a sale order created just for you.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.