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How to implement Profit Center

By
Kobold Japan K.K.
on 11/11/16, 1:29 AM 121 views

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

1

Ermin Trevisan

--Ermin Trevisan--
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--Ermin Trevisan--


Ermin Trevisan
On 11/11/16, 3:31 AM

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.

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.

Kobold Japan K.K.
on 11/11/16, 4:39 AM

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

Ermin Trevisan
on 11/11/16, 8:22 AM

Thank you very much!

Do you have any ReadMe regarding Analytic Accounts?

Kobold Japan K.K.
on 11/13/16, 7:44 PM

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

Ermin Trevisan
on 11/14/16, 1:53 AM

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.

Kobold Japan K.K.
on 11/14/16, 8:39 PM

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

Ermin Trevisan
on 11/15/16, 2:56 AM

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.

Kobold Japan K.K.
on 12/5/16, 8:55 PM

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Asked: 11/11/16, 1:29 AM
Seen: 121 times
Last updated: 11/11/16, 5:15 AM