Based on actual requirements when customers use odoo, bizapps has added a number of necessary utilities to odoo's subsystems such as CRM, Sales, and Purchasing,...

Benefits

• Technicalization into the system of processes being applied in current buying/selling practices
• We are bringing new necessary utilities to businesses operating, organizing, and trading.
• Using multiple functions on one system helps users control and compare data more comprehensively

Features

• Manage customer care according to the sales team's sales lines
• Classify sales orders and purchase orders

Operational details of the features

1. Customer care management features based on sales routes

The main purpose of the feature is to support businesses that apply sales, customer care, or product marketing activities in their business activities.

The feature will bring practical benefits such as

• Easily record sales route information of employees
• Has storage, statistics, and automatic functions for each sales route
• Support managers in organizational management, and appropriate business planning,...

+ Implement sales routes

• The user or department manager will determine which customers the sales routes include.
• The staff in charge will perform check-in/check-out at the customer's address to complete the designated sales route.

Completed sales route information management

With each completed check-in/check-out sales route, users can review the information performed in the menu: Sales route report, Check in coordinates history

Each menu will store the completed check-in/check-out history of each sales route and each employee. Include:

• Customer information, person in charge, team
• Location where check-in/check-out is performed
• Operating hours at the location
• Images recorded

Additionally, with these check-in/check-out reports, users can also
• Select different chart types to view statistics
• Click on the statistics line to see details inside

2. Classify sales orders and purchase orders

The feature aims to solve the problem of dividing sales orders/purchase orders on odoo, thereby helping users conveniently manage, search, or apply for other related tasks.

• Users can manually define sales order types and purchase order types and assign those types to sales orders/purchase orders depending on their needs./li>

In the list and report of sales orders/purchase orders, it will provide the option to filter and sort data according to the type of order that the user has specified.