Odoo is the world's easiest all-in-one management software. It includes hundreds of business apps:
CRM | e-Commerce | Accounting | Inventory | PoS | Project management | MRP | etc.
We use the CRM module to define sales teams for different market segments. Now for each sales team, the Kanban view shows number of leads, invoices, opportunities and the amount invoiced this month. This last value can only be determined if the invoices are linked to a sales team. However, we couldn't find any way to link the an invoice to a specific sales team.
As of v7 when you install both CRM and Sales Management a new "Sales Team" field appears in the "Other Info" tab on invoices (I think this field is visible by default for everyone). This is the link that the system uses to find all invoices related to a given Sales Team.
By the way you should not need to set the Sales Team manually on invoices, as users can choose their "Default Sales Team" in their preferences (this is a new field that also appears if you install CRM and Sales Management). The Default Sales Team of each user will be automatically set on new invoices they have created.
Update: In current trunk (future v8) the visibility of the Sales Teams depends on an extra setting that needs to be enabled: Settings > Configuration > Sales, check "Organize Sales activities into multiple Sales Team".
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
This platform is for beginners and experts willing to share their Odoo knowledge. It's not a forum to discuss ideas, but a knowledge base of questions and their answers.Register
Odoo Training Center
Access to our E-learning platform and experience all Odoo Apps through learning videos, exercises and Quizz.Test it now
|Asked: 4/26/13, 7:23 AM|
|Seen: 3282 times|
|Last updated: 3/16/15, 8:10 AM|