| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) • CRM (crm) • Calendar (calendar) • Contacts (contacts) • Project (project) • Sales (sale_management) |
| Lines of code | 340 |
| Technical Name |
business_type_unit |
| License | OPL-1 |
| Versions | 15.0 16.0 17.0 |
Multi APP Business Unit
Business Units is a module that allows you to add a custom field called "Business Unit" to your opportunities, sales, projects, and invoices in Odoo. This enables you to gain a clearer and more detailed view of each business unit's performance, helping you make better strategic decisions.
Benefits:
- Improve Traceability: Track the journey of each opportunity, sale, project, and invoice from its origin to completion, clearly identifying which business unit each belongs to.
- Generate Powerful Reports: Create custom reports that display the performance of each business unit in key metrics such as the number of won opportunities, total sales value, or project profitability.
- Make More Informed Decisions: Use the gathered data to identify the most successful business units, areas for improvement, and growth opportunities.
- Optimize Operations: Enhance the efficiency and productivity of your operations by gaining a better understanding of how each business unit functions.
Features:
- Custom "Business Unit" Field: Add a custom field called "Business Unit" to your opportunities, sales, projects, and invoices.
- Inheritability: The "Business Unit" field is automatically inherited when creating related new records.
- Custom Reports: Create custom reports that display the performance of each business unit in key metrics.
- User-Friendly: The module is easy to install and use, requiring no technical knowledge.
This module is ideal for companies that:
- Use Differentiated Operational Areas: If your company has different business units such as sales, marketing, or production, this module will help you better understand each unit's performance.
- Seek to Improve Document Traceability: If you need to track where each opportunity, sale, project, or invoice originated, this module will help you follow their journey.
- Want to Generate Segmented Reports: If you need custom reports that show your business's performance by business unit, this module will help you create them.
Invest in the Multi APP Business Unit module and gain better control over your business units, optimizing operations and improving decision-making.
Module documentation
1. Install business_type_unit:
2. A new menu will be available on Invoicing/Configuration/Business Unit where users can create or edit the different values for units and an additional description.
3. When creating an opportunity, a new field will show.
4. If a sale order is created directly from an opportunity, it will also inherit its business unit.
5. The same behavior is expected for services that create projects or tasks from a sale order.
6. All invoices created from those sale orders will also inherit the corresponding business unit.
7. This field is also available as a custom group for reports in every module where it is shown: CRM, Sales, Project, and Invoicing.
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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.
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