| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Sales (sale_management) • Invoicing (account) |
| Lines of code | 265 |
| Technical Name |
itech_crm_products |
| License | LGPL-3 |
| Website | https://itechresources.pk |
| Versions | 14.0 15.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Sales (sale_management) • Invoicing (account) |
| Lines of code | 265 |
| Technical Name |
itech_crm_products |
| License | LGPL-3 |
| Website | https://itechresources.pk |
| Versions | 14.0 15.0 |
CRM/Opportunities Product Order Lines
Description:In odoo Opportunity Form, by default there is no option to add products in order lines and fetch these products on related quotations. Therefore iTech Resources has developed this application with following options:
- A new customized Tab 'Opportunity lines Tab' is added on opportunity form on which product data can be entered, similarly like as in 'Order lines' on Quotation Form.
- By default a Sale Quotation can be made from an opportunity form. But there is no option to copy data from Opportunity Form to Quotation 'Order lines'. With the help of this application product data from newly added 'Opportunity lines Tab' is copied to Quotation 'Order lines'.
- This module provides a Product wise Report of all the opportunities in pipeline within the selected time period.
Demo Request
Odoo Customization
Report:
The report Menu can be found as follows: CRM > Reporting > CRM Opportunity
On the Report wizard, check the option on which the date should be based on and then select the time period as shown in screenshot, click on Print to get report in PDF format as given below:
Free Support
Incase of any question regarding this module feel free to email us on info@itechresources.pk or raise a ticket on support.
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