170.31

v 14.0 Third Party
Required Apps CRM (crm)
Sales (sale_management)
Invoicing (account)
Lines of code 588
Technical Name journey_cycle
LicenseSee License tab
Websitehttps://www.fossinfotech.com
Also available in version v 12.0 v 13.0
You bought this module and need support? Click here!
Required Apps CRM (crm)
Sales (sale_management)
Invoicing (account)
Lines of code 588
Technical Name journey_cycle
LicenseSee License tab
Websitehttps://www.fossinfotech.com
Also available in version v 12.0 v 13.0


Journey Cycle


This module helps salesperson plan their Visits, Demo Meetings, Site Survey etc. for an entire month beforehand. It helps them record their visits against each customer. Once the plan is approved by the sales manager, You can view the actuals against each plan.


Highlights


Helps you create plan for an entire month

Journey cycle Module allows you to create your plan for an entire Month.

Approval for the Plan

Once the Plan has been created, It will go for approval.


View Actual Data against each plan

Provision to view the actuals against each plan after it's approval.

Journey Cycle Menu

  • Go to 'Sales' module -> Click on 'Journey Cycle Plan' menu

  • Click Create and Select the Month and the Year, Start Date and End Date will automatically fetched. Once Saved the dates will be fetched automatically.

    Select the Purpose and Send for approval


    Manager Login - Sales Manager can Approve or Reject.


    Once approved, You can view the actual data by clicking on 'load data' Button. The actuals are displayed from vists that salesperson create.


    Visit Creation


    Visit Reason Menu

    Journey Cycle Plan Report


    Create Visits from CRM



    Read User Guide

    Yes, the app works perfectly well with Odoo Enterprise as well as Odoo Community. Odoo Online (Cloud) does not allow installation of third-party apps and hence this app cannot be installed on Odoo Online.

    You can contact us To request a customization in the app or you can write to us at sales@fossinfotech.com

    Yes, You will get 4 hours Of Free Support, You can write your queries to support@fossinfotech.com

    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.
    
    

    Please log in to comment on this module

    • The author can leave a single reply to each comment.
    • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
    • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.