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Application for order taking in a call center

Dietrich Speer
on 9/26/16, 9:13 PM 759 views

I am looking to build an app that I can put in front of about 100 reps that needs to do this:

- look up the customer that just called in

- take the item number or description and look up the item

- add one or multiple items to order

- place the order

The final app needs to be able to do much more than this, but it's a start. Does anybody know of a module that can do this? Is this even possible in odoo?


Fabrice Henrion (fhe)

--Fabrice Henrion (fhe)--
| 7 7 9
San Francisco, United States
--Fabrice Henrion (fhe)--

Director Odoo Americas

Fabrice Henrion (fhe)
On 9/27/16, 12:27 AM

In the Sales app: Go to Sales > Quotations.
Click Create
In the Customer field, look up customer that just called in.
Add an order line and in the Product field, look up the item number (or search according to any criteria you'd like)
In the Ordered Quantity field, specify one or multiple items to order
Add as many order lines as you want
Click "Confirm Sale" to place the order

Odoo does much more than this, but it's a start. The name of the module is 'sale' and this scenario is an extremely basic standard usage of it.

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Asked: 9/26/16, 9:13 PM
Seen: 759 times
Last updated: 9/27/16, 12:27 AM