Customer Sales History

by
Odoo

7.92

v 13.0 Third Party
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
LicenseLGPL-3
Websitehttps://ondevelop.tech/
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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
LicenseLGPL-3
Websitehttps://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.

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