| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Lines of code | 1284 |
| Technical Name |
xopgi_allocation |
| License | OPL-1 |
| Versions | 15.0 16.0 |
Allocation
Configure various assignment methods, enabling the allocation of any kind of Odoo object to be tailored to the specific needs of the organization. The application allows you to create automatic assignment rules for different objects in Odoo. Using this tool will improve operational efficiency by distributing work orders in production, or assigning suppliers more efficiently to business processes such as: CRM opportunities, project tasks, purchases, support tickets, among others.
Key Highlights
Tasks Assignment
You can define specific merge methods to apply to certain fields. For example, for text fields, you can choose to concatenate the values from the different objects selected for merging.
Resources Assignment
Helps to level resources efficiently. Availability, attributes, and other requirements can be considered to assign and optimize resource assignment.
Workload-based allocation
You can automatically distribute work in Field Services based on technician availability, skills and location.
Order Assignment
Whether it's to assign purchasing managers, define the salesperson, or select the supplier that offers the best conditions for an order, automatic assignment optimizes response time in workflows.
It helps to manage the order assignment processes more efficiently. Rules can be defined to automatically distribute resources based on specific conditions.
Create and Configure Allocation
Creating a allocation
To create a “Allocation”, access the “Work allocation” module and click on the “Create” button. This module can be found in the “Settings” or “Configuration” section, depending on your Odoo configuration
Select the model and the field
Select the model that represents the business concept you wish to distribute, for example: opportunity. Once you have selected the model, you will be able to choose the field where the assignment will be registered, for example: salesman
Activate the assignment, so that it is applied. Deactivate it when you want to make any adjustments
Define the Conditions of Application
Indicate when the assignment will be applied. If you check “Always”, the field will be overwritten with the new value. If “Value not set” is checked, the field is only assigned if the field is empty
An object can have multiple assignments; in these cases, it is necessary to define an order for them. For example, in sales orders, a sales team can be assigned first, followed by a specific salesperson
Indicate the priority with which the assignment will be applied with respect to other assignments. The highest priority is 0
Select candidates for work
To define the set of candidates that can receive the job, access the “Candidates” section and define the “Group Field” by which the allocation is to be made. Example: Sales Team. The field only appears when the “Group Strategy” is activated
You can define the conditions that must be met by the elements to be candidates for allocation. Example: Active salesmen
Define an advanced candidate domain
You can program a specific assignment method or specify a candidate domain that depends on more complex filters or conditions
Activate the “Advanced” field and add the Python code of the specific assignment method. Example: Distribute to specific assignment groups
Define the allocation strategy
To define the allocation strategy that suits your company's needs, go to the “Allocation” section and select a allocation strategy
You can enable several allocation strategies if you have selected a “per group strategy” in the Candidates selection
In this case, check the allocation strategies to be applied in the allocation
Objects to be distributed
You can apply the allocation only to some objects.To do this, define the domain of the objects to which the allocation is to be applied. The domain is established by placing conditions on any of the object's fields. Example: Do not assign responsible to tickets of a certain category
Specify the label translation
To configure the translations of the label that will appear to select the allocation strategy, access the “Translations” section and click on “Add a line” to specify the translations of the label
Enable Allocation Permissions
Enable the permissions to use the work Allocations to the users in charge of defining the allocation strategy to be used in their work teams
In the “Access rights > Tools” section of the user, check the “Automatic Allocation Manager” permission
To access the “Allocation” configuration you need to have one of the following permissions enabled: “Access Rights” or “Settings”
Using the allocation strategy
Once the Distribution is created, the system will automatically assign in the defined models and fields. The assignment engine will take care of making the assignment according to the defined configuration
When creating allocation strategies by groups, users with group editing permissions will be able to choose the allocation strategy to be applied to each group
Access the module for which you configured the work allocation. Example: CRM > Configuration > Sales teams. In the “Members” section, select the allocation strategy you want to apply to that group
This approach enables the area manager to tailor assignments to the company's needs, ensuring effective task leveling within the team
- With the Allocation Configuration, you can create assignment rules that enable the implementation of resource leveling techniques that best fit the company's processes. The allocation rules help organizations streamline resource distribution, ensuring that the right resources are assigned to the right tasks at the right time.
- Carefully select the right candidates to receive the job. Ensure that work is assigned to the most appropriate people, maximizing efficiency and productivity.When creating task assignment methods, the system will automatically assign work, taking into account the workload, capacity and skills of the employees.
- Select the allocation strategies that best suit your needs: based on current load, around a specific date or evenly. When creating a work assignment configuration, you can automatically assign responsibilities or resources in the required module. For example, you can create assignments for opportunities in sales teams by creating a different assignment method for each one.
Odoo 15 Allocation
License: OPL-1
Author: "Merchise Autrement [~º/~] and Contributors"
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