| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Purchase (purchase) • Sales (sale_management) • Discuss (mail) • Invoicing (account) |
| Lines of code | 336 |
| Technical Name |
salesperson_sales_target_app |
| License | OPL-1 |
| Versions | 15.0 11.0 17.0 13.0 12.0 14.0 16.0 |
Odoo Sales Target for Salesman Apps
Total sales target for sales person odoo apps helps to manage sales target for sales person, user can create and track sale target for each sales person and also send email to a particular sale person with targeted details. you can make sales target for all sales person based on specific date internal which helps to generate sales target for monthly, quarterly or for any specific date interval. we have provided option to achieve target based on sales order confirmation, delivery order, invoice creation or while invoice is paid. when any sales order is created it also shows achieved target, total target and difference for target for selected salesman on sales order.
Create Sales Target
Users can create sales target to sales person.
Users Can Send Target
Users can send targeted details to the sales person.
The Sales Person Gets Target Details
Sales person gets targeted details by user.
Description
Create Sales Target
After clicking on sales target menu user can create sales target for sales person.
Validation Error
You need to set target for sales person.
Validation Error
Target quantity always is the same as target or less.
Confirm the Sales Target
When target and target quantity is set for the sales person and confirm the sales target it will move to open state and all the fields will be read-only.
Confirm the Sale Order
We have created sale order for the same sales person and confirm the sale order.
Sales Target Updated
When sale order gets confirm achieve quantity, achieve percentage, and target state will be updated. here we have configured confirm the order so it's updated on the sale order confirmation.
Send Target Details to the Sales Person
After updating sales target by clicking on send email button, user can send mail to the sales person. (here, target state is sale order confirm)
Confirm the Delivery Order
Here, we have confirmed the delivery order.
Sales Target Updated
When delivery order gets validate target state will be updated.
Send Target Details to the Sales Person
After updating sales target by clicking on send email button, user can send mail to the sales person. (here, target state is delivery order done).
Create the Invoice of the Order
Here, we have created invoice of the order.
Sales Target Updated
When the invoice gets created target state will be updated.
Send Target Details to the Sales Person
After updating sales target by clicking on send email button, user can send mail to the sales person. (here, target state is invoice created)
Invoice Paid
Here, we have paid the created invoice.
Sales Target Updated
When the invoice is paid target state will be updated.
Send Target Details to the Sales Person
After updating sales target by clicking on send email button, user can send mail to the sales person. (here, target state is invoice paid)
Our Services
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edgetechnologies.odoo@gmail.comOdoo 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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