52.33

v 12.0 Third Party 5
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Inventory (stock)
Sales (sale_management)
Discuss (mail)
Invoicing (account)
Lines of code 983
Technical Name sync_salesperson_sales_target
LicenseOPL-1
Websitehttps://www.synconics.com
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Inventory (stock)
Sales (sale_management)
Discuss (mail)
Invoicing (account)
Lines of code 983
Technical Name sync_salesperson_sales_target
LicenseOPL-1
Websitehttps://www.synconics.com

Sales Target For Salesperson

This module allows to assign and track sales target to salesperson. Sales targets can be achieved when confirm sale orders, delivery pickings, create invoice and pay invoice. This differs as per requirements. Target states can be sent to sales person via Email to update them with target information. Target achievement stats are updated automatically as per configuration.

This module is compatible with.

  • Community
  • Enterprise
  • Odoo.sh

Key Features

  • Easy Configuration.
  • Manage target for each sales person, product wise.
  • Target completion status automatically.
  • Schedulers to automatically close targets on ending date.

Configuration

To configure set target, Go to Sales > Orders > Sales Target





Create Sales Target

User can create sales targets for sales persons and also configure when sold quantity can be considered as achieved target. It can be when confirm sale order, deliver picking, create invoice or pay invoice.





Set Products In Target

User can add sales target for each product for a salesperson. Each product can have different target quantity.





Confirm Target

When user confirms target, It will move to 'open' state and all fields will be read only. Confirm status will send an email to assigned sales person with target details.





Create and Confirm Order

Here we have created sale order for same sales person we have created a target for. and confirmed that order.





Automatically Updated Targets

When Sale order was confirmed, Sales target stats will be updated automatically for achieved quantities. It will work similarly for deliver picking, invoice create and invoice paid. Here we have configured confirm order so It's updated on sale order confirmation.





Free Support

1) One month free bug support period will be offered pertaining to any one server used, testing or live.
2) If an error appears in our app due to other custom modules installed in your system, we will charge for our efforts to resolve those errors.
3) Please refer the document for configuration. If you need our support for configuration, please request our paid support.
4) Please note that you are not allowed to distribute or resell this module after purchase.
5) This module is tested and working on Odoo vanilla with Ubuntu OS.

Get Help & Support

Help & Support    Request New Features
Checkout Other Apps Developed By Synconics Technologies Click Here

Our Services

  • Odoo ERP Installation
  • Odoo ERP Migration
  • Digital Stratagy
  • Odoo ERP configuration
  • Odoo ERP Staffing
  • Digital Technology Selection
  • Odoo ERP Customization
  • Odoo Functional Training
  • Digital Transformation Implementation
  • Odoo ERP New Module Development
  • Odoo ERP Technical Training
  • Legacy Modernization
  • Odoo ERP Integrations
  • Odoo ERP Support
  • Organizational Transformation
  • Our Contact Details

    E-mail : contact@synconics.com | Skype : synconics.technologies | Mobile : +91-942-686-4274
    For product demo, please generate a ticket and mention your preferred time and date. Please make sure the demo timing you mentioned are as per Indian Standard Time (IST), between 10:30 AM to 7:00 PM (IST), Monday to Friday.
    Odoo Proprietary License v1.0
    
    This software and associated files (the "Software") may only be used (executed,
    modified, executed after modifications) if you have purchased a valid license
    from the authors, typically via Odoo Apps, or if you have received a written
    agreement from the authors of the Software (see the COPYRIGHT file).
    
    You may develop Odoo modules that use the Software as a library (typically
    by depending on it, importing it and using its resources), but without copying
    any source code or material from the Software. You may distribute those
    modules under the license of your choice, provided that this license is
    compatible with the terms of the Odoo Proprietary License (For example:
    LGPL, MIT, or proprietary licenses similar to this one).
    
    It is forbidden to publish, distribute, sublicense, or sell copies of the Software
    or modified copies of the Software.
    
    The above copyright notice and this permission notice must be included in all
    copies or substantial portions of the Software.
    
    THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
    IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
    FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
    IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
    DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
    ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
    DEALINGS IN THE SOFTWARE.
    

    Please log in to comment on this module

    • The author can leave a single reply to each comment.
    • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
    • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.