First of all, thanks for reading. New here, and just starting using the community edition a few days ago. Have used Vtiger & Suite CRM in the past. First of all the speed of Odoo is GREAT in comparison.
I am not looking for invoicing solution, just CRM, Project Management, Support (Issues)
However, I can't seem to find a place to enter customer equipment. Something similar to the "Employee Equipment".
I would like to keep track of my customers "Already Owned" equipment, without needing to go through the entire sales order process.
This equipment, may also have a "annual hardware / software" support contract as well.
Make, Model, Purchase Date, Custom, Custom, Custom, etc...
Would this need to be a custom Module? or is there something that can handle this? Right now, it is done via a MS Access Database, would like to eliminate Access and just have the information in one location.
This can be accomplished in Odoo in a number of ways. 1) You can use an existing Odoo module such as Fleet and just extend it to meet your needs OR 2) You can create a new model say "cust_equip" with many to one relationship to res.partner where your customers are defined, then extend the view to include tab for customer equipment.
Please try to give a substantial answer. If you wanted to comment on the question or answer, just use the commenting tool. Please remember that you can always revise your answers - no need to answer the same question twice. Also, please don't forget to vote - it really helps to select the best questions and answers!
About This Community
|Asked: 6/2/16, 9:33 AM|
|Seen: 223 times|
|Last updated: 6/3/16, 2:18 AM|