Sales Group - Multiple Sales Person on Sales Cycle

by
Odoo

51.83

v 15.0 Third Party 9
Live Preview
Required Apps CRM (crm)
Invoicing (account)
Lines of code 214
Technical Name multiple_sales_person_group
LicenseSee License tab
Websitehttp://www.probuse.com
Also available in version v 13.0 v 14.0 v 11.0 v 12.0 v 10.0
You bought this module and need support? Click here!
Required Apps CRM (crm)
Invoicing (account)
Lines of code 214
Technical Name multiple_sales_person_group
LicenseSee License tab
Websitehttp://www.probuse.com
Also available in version v 13.0 v 14.0 v 11.0 v 12.0 v 10.0

Sales Group Multiple Salesperson

on Sales Cycle

Sales Group Feature on Sales Cycle of Odoo

This module allows your sales app to have multiple sales person / group linked on CRM (Lead and Opportunity), Quotation / Sales Order, Customer Invoice.
Using this app you can configure Sales Group where you are allowed to group multiple sales persons and which will form one group and linked to different sales documents like CRM, Sales order and Customer Invoice.

Main Features:

  • Sales Manager can configure the Sales Group by selecting sales members and name of group.
  • Sales Manager / Sales Team Members can create customers by selecting the sales group. So we identify the customer / vendor that belongs to the particular sales group.
  • Sales Manager / Sales Team Members prepare the Lead / Opportunities selecting the customer based on that customer system will set the sales group automatically.
  • Sales Manager / Sales Team Members can create the quotation from lead / opportunities and the system will automatically pass the sales group on sales order from lead / opportunities.
  • Sales Manager can create the customer invoice from lead / opportunities pass the sales group on customer invoice from sales order.
  • Sales Manager can group sales analysis reports with sales groups.
  • Print PDF report for quotation (Odoo Standard Report) showing the sales group details.
  • Print PDF report for customer invoice (Odoo Standard Report) view the sales group details.
  • For more details see the below screenshots and watch video.

Menu to Configure Sales Group:

  • Sales
    • Configuration
      • Sales Groups

Edition Compatibility:


Enterprise Odoo.sh Community

Sales Groups menu on "Sale Configuration"

Sales Groups "Form" View

Sales Groups field add on "Customer"Form

Sales Groups field on "CRM (Lead and Opportunity)"

Sales Groups field on "Quotation"

Sales Groups field on "Customer Invoice" Form

Sales Groups field on "Quotation/Order Report"

Sales group field on "Customer Invoice Report"

Sales Groups field on "Sales Analysis Report"

Sales Groups field on "Invoice Analysis Report"

Contact / Support
Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse

Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.

Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.

Our Services

  • Odoo Implementation

  • Odoo Support

  • Odoo Customization

  • Odoo Migration

  • Odoo Training

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.