Sales Group - Multiple Sales Person on Sales Cycle
by Probuse Consulting Service Pvt. Ltd. http://www.probuse.com$ 52.10
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Lines of code | 216 |
| Technical Name |
multiple_sales_person_group |
| License | See License tab |
| Website | http://www.probuse.com |
| Versions | 17.0 12.0 13.0 14.0 15.0 16.0 10.0 11.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Lines of code | 216 |
| Technical Name |
multiple_sales_person_group |
| License | See License tab |
| Website | http://www.probuse.com |
| Versions | 17.0 12.0 13.0 14.0 15.0 16.0 10.0 11.0 |
Sales Group Multiple Salesperson
on Sales Cycle
Sales Group Feature on Sales Cycle of Odoo
This module allows your sales app to have multiple sales person / group linked on CRM (Lead and Opportunity), Quotation / Sales Order, Customer Invoice.
Using this app you can configure Sales Group where you are allowed to group multiple sales persons and which will form one group and linked to different sales documents like CRM, Sales order and Customer Invoice.
Main Features:
- Sales Manager can configure the Sales Group by selecting sales members and name of group.
- Sales Manager / Sales Team Members can create customers by selecting the sales group. So we identify the customer / vendor that belongs to the particular sales group.
- Sales Manager / Sales Team Members prepare the Lead / Opportunities selecting the customer based on that customer system will set the sales group automatically.
- Sales Manager / Sales Team Members can create the quotation from lead / opportunities and the system will automatically pass the sales group on sales order from lead / opportunities.
- Sales Manager can create the customer invoice from lead / opportunities pass the sales group on customer invoice from sales order.
- Sales Manager can group sales analysis reports with sales groups.
- Print PDF report for quotation (Odoo Standard Report) showing the sales group details.
- Print PDF report for customer invoice (Odoo Standard Report) view the sales group details.
- For more details see the below screenshots and watch video.
Menu to Configure Sales Group:
- Sales
- Configuration
- Sales Groups
- Configuration
Sales Groups menu on "Sale Configuration"
Sales Groups "Form" View
Sales Groups field add on "Customer"Form
Sales Groups field on "CRM (Lead and Opportunity)"
Sales Groups field on "Quotation"
Sales Groups field on "Customer Invoice" Form
Sales Groups field on "Quotation/Order Report"
Sales group field on "Customer Invoice Report"
Sales Groups field on "Sales Analysis Report"
Sales Groups field on "Invoice Analysis Report"
Contact / Support
Introducing
Probuse Consulting Services Pvt. Ltd.
Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.
Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.
Our Services
Odoo Implementation
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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.
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