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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

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Ermin Trevisan
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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.

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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.

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Webkul
Best Answer

Hello,

Based on the shared scenario, we would like to share our approach with you, considering Odoo's latest version, 18.

We understand that your client's company operates across different regions. Therefore, we are considering each region as a separate branch under the parent company. Each branch has its own sales team, and each sales team (agent) is connected to specific salespersons.

By default, in Odoo, a salesperson is considered an internal employee. However, in your scenario, you do not want the salesperson (agent) to have access to Odoo. To address this, we will add the agent to the sales order using customization, but the agent will not be considered an internal user. Alternatively, we can provide access to the sales team manager as an employee, allowing them to add external users (agents) to the sales orders.


An alternative approach could be to import a list of sales agents into Odoo with the help of customization. In this case, the admin or internal user will be able to assign sales agents as needed.

For this to work, the sales agents will need to provide a list with their sales details, which will include relevant information about their sales


Additionally, Odoo offers dynamic reporting, which will allow us to check branch-wise sales team reports. If you require agent-specific reports, we can add filters using customization to generate agent-wise reporting.


Thanks,
Sachin Bhardwaj
Webkul

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