| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Invoicing (account) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 64 |
| Technical Name |
crm_sale_history |
| License | LGPL-3 |
| Website | https://ondevelop.tech/ |
CRM Sales History
Show in the CRM opportunity the brief sales history of the Customer.
When the client select the customer in a new crm opportunity is calculated the fields needed for get a brief client sales history.
New Fields:
- Total Invoiced: The total amount invoiced by the client less the credit notes.
- Invoice Due: The amount due by the client.
- Paid Percentage: This field is the percentage who represent the amount paid by the client from the total invoiced.
Feature Pluss **
The field PRIORITY is updated automatically using the Paid Percentage ... Amazing- If the Paid Percentage have value greater than 80; then the priority have 4 value (immediately).
- If the Paid Percentage have value greater than 60; then the priority have 3 value (Very High).
- If the Paid Percentage have value greater than 40; then the priority have 2 value (High)
- If the Paid Percentage have value greater than 20; then the priority have 1 value (High)
- And by default have 0 priority.
We are Specialized in Odoo Customization & We have an awesome developers team with many years of expertise ready for your needs.
You need help ?? ... Contact us
Email: ondevelop.sa@gmail.com
Phone: +507 67739474
Please log in to comment on this module