CRM with Sales. Purchase and Stock details
by Probuse Consulting Service Pvt. Ltd. http://www.probuse.com$ 114.45
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Purchase (purchase)
• CRM (crm) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) • Inventory (stock) |
| Lines of code | 350 |
| Technical Name |
crm_sale_purchase_stock_details |
| License | See License tab |
| Website | http://www.probuse.com |
| Versions | 14.0 15.0 16.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Purchase (purchase)
• CRM (crm) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) • Inventory (stock) |
| Lines of code | 350 |
| Technical Name |
crm_sale_purchase_stock_details |
| License | See License tab |
| Website | http://www.probuse.com |
| Versions | 14.0 15.0 16.0 17.0 18.0 19.0 |
CRM Pipeline / Opportunity / Lead with Sales Orders / Purchase Orders / Stock Pickings and Moves / Customer Invoices / Vendor Bills Details
This app allows you to the sales manager, purchase manager, stock manager, and invoice manager to see the sales orders, purchase orders, stock pickings, stock moves, customer invoices, and vendor bills details and amounts on the CRM Lead / Pipeline / Opportunity form view as per their access as shown in the below screenshots.
Main Features:
- The sales manager sees the lead-related all sale orders total sales amount and sale orders on the CRM Pipeline / Lead form.
- The purchase manager sees the lead-related all purchase orders total purchase amount and purchase orders on the CRM Pipeline / Lead form.
- The account manager sees the lead-related all customer invoices and vendor bills total amount and due amount on the CRM form.
- The inventory manager sees the lead-related all delivery orders/picking, delivery stock moves, incoming receipts, and incoming stock moves.
- For more details, please check the below screenshots and watch the video. Please note that for all the tabs we have put some groups as explained so if your user comes under that group then only they can see those tabs and details.
Edition Compatibility:
Enterprise Odoo.sh Community
Sales Tab on CRM Pipeline Form (Odoo Standard) with Sales Orders Related to that CRM Lead / Pipeline
Sales Tab on CRM Pipeline Form (Odoo Standard) with Delivery Order / Pickings Related to that CRM Lead / Pipeline
Sales Tab on CRM Pipeline Form (Odoo Standard) with Delivery Stock Moves Related to that CRM Lead / Pipeline
Sales Tab on CRM Pipeline Form (Odoo Standard) with Customer Invoices Related to that CRM Lead / Pipeline
Purchase Tab on CRM Pipeline Form (Odoo Standard) with Purchase Orders Related to that CRM Lead / Pipeline
Purchase Tab on CRM Pipeline Form (Odoo Standard) with Incoming Receipts Related to that CRM Lead / Pipeline
Purchase Tab on CRM Pipeline Form (Odoo Standard) with Incoming Stock Moves Related to that CRM Lead / Pipeline
Purchase Tab on CRM Pipeline Form (Odoo Standard) with Vendor Bills Related to that CRM Lead / Pipeline
Opportunity Fields on Customer Invoices Form View
Opportunity Fields on Vendor Bills Form View
Opportunity Fields on Purchase Form View
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