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how to inform Salesteam of Delivery?

Holger Winkelmann
on 6/30/13, 8:31 AM 949 views

Hi, we have finished a whole workflow of Quotation, Sales Order, Purchasing, Manufacturing, Deliver Order, Invoicing with OE 7.0. We have done al steps as a single user so far. I'm wondering how to mange this process with the individual steps as a team. My concern is how to inform a sales guy that a given order is shipped with a delivery order and he can go to create the invoices. What is the "OpenERP way" of doing that? should the sales team browse (pull) through the menu to find delivery orders ready to invoice or does the System push the Sales team to do so.

Could the left menu show the number of open tasks to the Sales guy in the same way as unread messages or emails?

Many thanks.

Anybody has a hint for us here. We just stuck with the situation where a delivery order is created, the menu "delivery to invoice" has a new document but there is no notification or indication about this new document. Many thanks

Travelping GmbH, Holger Winkelmann
on 8/10/13, 3:42 PM

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Asked: 6/30/13, 8:31 AM
Seen: 949 times
Last updated: 3/16/15, 8:10 AM