How to Create an Event in Odoo 18 - Odoo 18 Slides
- 1. How to Create an Event in Odoo 18 Enterprise
- 2. Enterprise Introduction Creating an event in Odoo 18 is a straightforward process that allows you to manage various aspects of your event efficiently. Odoo 18 Events Module is a powerful tool for organizing and managing events of all sizes, from conferences and workshops to webinars and meetups. It streamlines event creation, ticketing, attendee tracking, and promotions, integrating seamlessly with Odoo’s CRM, marketing, and website modules. With automation and real-time analytics, it simplifies event management, ensuring a smooth and professional experience.
- 3. Enterprise Let’s move to the Events module and we get the view like this which shows all the events created so far.
- 4. Enterprise To create a fresh event, click on New. Then, we can fill in with some example data for the event
- 5. Enterprise ● Give a meaningful Name for the event, here it is ‘Tech Innovators Summit 2025’ ● Date range be added with a start and end date and time ● Display Time zone indicates the time zone in which the event is to be displayed on the website. ● We can fill in the language if the communication emails of the attendees are to be translated to a particular language. ● A pre configured event template can be selected for the event and saved in the Template field. These templates can be created from the ‘Events>Configuration>Event Templates’ menu. ● For the short description, tags can be added for the event. ● Organizer and Responsible will be auto filled with the current company and user respectively. They are editable also. ● We can add the Venue and Exhibition map for the visitors as any file from our system. ● The visibility can be Public, Via Link, Logged Users.
- 6. Enterprise ● The checkbox Limit Registrations can be enabled to set limit for the number of attendees for the event. An integer field to enter the count will be visible then. ● The Badge Dimension and Badge Background can be added so that it will be visible for the badges. ● On the top, there are some boolean fields which allows us to add the event as a website menu, booth register, etc like
- 7. Enterprise ● Under the Tickets tab, click on ‘Add a line’ to add tickets and set some configurations like the Ticket product, it’s name, price, start and end dates if any, maximum number of available tickets. The seats taken will be auto updated there. Here we keep two types of tickets; one is normal of price 50 and VIP ticket of price 75 of maximum 100 count.
- 8. Enterprise To send the communication mails/SMS for the event, they can be configured under the Communication tab with needed templates as
- 9. Enterprise ● From the Questions tab, multiple queries, their details like mandatory, type, answer, etc can be set
- 10. Enterprise Upon clicking the ‘Add a line’, a window comes where we can set the details about the questions like
- 11. Enterprise ● In the last tab Notes, we can add the notes for the event as well as the Ticket Informations.
- 12. Enterprise After all the necessary details are saved, it’s time to publish it. We can see the ‘Go to Website’ button in red color which indicates the event is not yet published.
- 13. Enterprise Clicking on that button, the system brings us to the website where we can see the event details as
- 14. Enterprise Clicking on the Register button from the right side, the list of tickets that we’ve created will show up from which we can select and go forward for the registration as below. We can fill in the count for each ticket and click on ‘Register’
- 15. Enterprise Then, we can fill in the details of each attendee like this. On the top, the ticket number and type will be displayed as below. Fill in the form and click on ‘Go to Payment’
- 16. Enterprise Then, the user can confirm the payment to get the success page as
- 17. Enterprise After the authorization, the page will get updated as below. We can download the tickets and see the event details and the payment information that we have completed.
- 18. Enterprise The downloaded sample ticket can be seen as
- 19. Enterprise Now, going back to the backend to see the events, take the menu Events > Events again
- 20. Enterprise Open the event and we can see that the smart button ‘Attendees’ and ‘Sales’ have updated with the values as below. Also, for the tickets, the updation can be seen
- 21. Enterprise Clicking on the Attendees button, their detail included with the admin can be seen as Using the last two buttons in the tree view, the attendees can be marked as attending or it can be cancelled also.
- 22. Enterprise Clicking on the top button ‘Registration Desk’, we will be directed to the desk where we can allow the attendee to go for the event either by scanning the barcode or by selecting them as
- 23. Enterprise All the registered attendees can be seen as Clicking on them, it gives the detail like
- 24. Enterprise Clicking on the top button ‘Invite’, we will get a page from where we can send the invitation to the attendees either by email or SMS with preset templates as below. The recipients, subject, filter can be set as we do for the mail mailing module.
- 25. For More Info. Check our company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com