| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 758 |
| Technical Name |
goexcel_visit |
| License | OPL-1 |
| Website | https://www.excelroot.com/ |
| Versions | 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
GoExcel Visit Management
Ever wondering how to help your salesperson to increase their sales and build a better relationship with the customers. This module helps salesperson to plan their visits to their customer site in a simple and efficient manner, as well as Manager to monitor the customer coverage.
View in Desktop
View your visit summary in the pivot table, visit and duration by salesperson, customer.
Visit Frequency for Next Visit
You can configure the visit frequency for the customer - Weekly, Bi-Weekly, Monthly, Quarterly,etc.
This will help to populate your next visit date/time automatically when create next visit.
Manage Visit on Mobile browser
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Create and Edit your visit on mobile browser. First, as a salesperson, you will create a new visit with the planned visit date/time to your customer.
You will see your last visit remark (if any) to this customer, which reminds you what to prepare to face your customer
Customer Direction and Check In/ Check Out Location
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On the planned visit date, you can get the direction to customer location via the google map, automatically.
Once arrived at customer site, you may check-in. This will captured your current GPS coordinate, which may be verify later by the Manager.
Upload Attachment/ Capture Photo During Visit
You can capture or update photos during the visit, such as for your merchanizing activities.
Finally, summarized your visit and put a note in the remark field, before check out.
Plan for next visit
You can plan for next visit.
Planned start date will be defaulted based on the configured visit frequency.
Lastly, sales manager may view the visit summary in the pivot table, such as how many visits and duration by week, month or by customers.
Kindly contact us for the query. Do get in touch if you are interested in the advance route planning for your salesperson
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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