Quick Start: Scheduling Multi-User Meetings and Resource Bookings

1. Overview & Business Value#

Schedule your first corporate meeting in SmartERP Calendar.

1. Creating Meeting Event#

1. Open Calendar from the main app switcher.
2. Click on the desired time slot in the calendar view.
3. Enter Meeting Subject (e.g., Q3 Strategic Planning Review).
4. Select Attendees and reserve Main Boardroom.
5. Click Create & Send Invitations.

{screenshot:calendar-quickstart-meeting-modal}

2. Prerequisites & Access Permissions#

• Required Modules: smart_et_calendar, base, web
• Security Group: Internal User (Technical ID: base.group_user)
• Master Data Dependencies: Established corporate settings, defined role permissions, and active records.

3. Step-by-Step UI Execution & Verification#

Step 1: Navigating to the Module Interface#

1. Access your SmartERP instance at https://smarterp.et/odoo.
2. Open the main App Switcher and select the operational application.
3. Select the target view or configuration form.

{screenshot:30-quick-start-step1-navigation}

Step 2: Executing Transactional Operations#

1. Fill in required parameters according to institutional procedures.
2. Validate entries and confirm execution.
3. Review updated record state in the chatter audit trail.

{screenshot:30-quick-start-step2-verification}

4. Advanced Configuration Points#

• Automated Tasks (Crons): Dedicated background crons manage recurring tasks and state transitions.
• Multi-Company Rules: All operational records are strictly isolated to Company 1 (Ashewa Technology Solutions S.C.).

5. Comprehensive Troubleshooting Matrix#