Skip to Content
This question has been flagged
2 Replies
4779 Views
Avatar
Michael Reinhardt

Dear Community,

our customer´s business is currently organized in a) different regions and b) specific sales agents under these regions.

As their business is mostly based on direct sale to the customer, all sold products are centrally input into the (current) ERP.

One requirement from our customer was to implement a Profit Center structure which enables him to get reports based on region and specific sales agent. The agents shall not receive access to Odoo. The best solution would be to just assign a sales agent to the specific sale order as a basic item for analysis purpose. Nothing more.

I suppose that Odoo must somehow be able to cover this basic requirement somehow - maybe someone from the community had similiar experience.

Thank you.

Best regards,

Mike

Avatar
Discard
Avatar
Ermin Trevisan
Best Answer

You have 3 possibilities:

- if you are talking about a true profit center approach, you might want to check the operating unit project

- if you are talking about assigning income and expenses, you might want to use analytic accounts

- if you just need reports, use appropriate filters.

Avatar
Discard
Michael Reinhardt
Author

It should have gone here:

Thank you Ermin for your answer.

Regarding "Operating Unit Project", how many levels can be described? For example, we have 5 Main Profit Centers and each of those 5 centers consists or 5 other smaller centers.

Ermin Trevisan

AFAIK no. But if you use multicompany/OU/Analytic Accounts, there should not be a need for this.

Michael Reinhardt
Author

Thank you very much!

Do you have any ReadMe regarding Analytic Accounts?

Ermin Trevisan

Your kind upvote and checking as answered is highly appreciated :-)

Michael Reinhardt
Author

Sorry, totally forgot about it. Changed.

Could you explain your approach regarding multicompany/OU/Analytic Accounts a bit more in detail? Thank you. very much.

Ermin Trevisan

There is no common approach. It depends on your company's organizational structure and the reporting requirements.

Michael Reinhardt
Author

Hi Ermin,

thanks again for your help - it seems it does work!

One question came up: For getting the Sales it does work - how about displaying the CoGS for the overall sales (and by product). Can this be achieved by Analytic Accounts, too?

Thank you.