| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Inventory (stock) • Discuss (mail) |
| Lines of code | 1673 |
| Technical Name |
customer_vendor_rating_omax |
| License | OPL-1 |
| Website | https://www.omaxinformatics.com |
| Versions | 15.0 16.0 17.0 18.0 19.0 |
Customer Vendor Rating
Overview
The Customer & Vendor Rating module provides an evaluate and manage the performance of customers and vendors based on configurable rating criteria.
→Configure rating parameters dynamically by creating fields of different types, such as checkboxes, selections, numbers, or star ratings.
→Manage visibility of rating data across multiple views. Administrators can choose to show or hide rating fields in the Kanban, List, and Form views, ensuring that the information is displayed where it is most relevant.
→The system automatically calculates a percentage-based score for both customers and vendors. These ratings provide an objective measure of performance and reliability.
→Display the calculated rating using a progress bar directly in the Kanban and Form views. The progress bar is color-coded based on conditions (e.g., green for high ratings, yellow for average, red for low), allowing quick and intuitive evaluation.
→Generate detailed reports summarizing customer and vendor ratings. Reports include all configured rating fields and calculated scores, providing a clear overview for better decision-making.
→Added a search filter to categorize and search customers and vendors based on high, medium, and low scores.
This module streamlines the evaluation process by making customer and vendor ratings transparent, configurable, and visually intuitive. It supports businesses in maintaining strong relationships and improving supplier and customer management.
Features
*Dynamic Rating Configuration
*Configurable View Settings
*Automated Percentage-Based Calculation
*Comprehensive Reporting
*Enhanced Decision-Making
How It Works
Path → Inventory → Configuration → Customer Score
→ Select the Field Type: Check Box.
→ For the Check Box field we use the Sucess & Empty value score for calculation.
→ Assign a weight according to your preference.
→ Define the Success Value Score, which will be applied when the Boolean field is set to True.
→ Define the Empty Value Score, which will be applied when the Boolean field is set to False.
→ When you select the Field Type Selection allowing you to configure the values and labels for the dropdown options.
→ Enter the weight according to your preference.
→ Define the values for the dropdown options and assign appropriate labels.
→ The system will calculate the percentage score based on the selected dropdown values.
→ Enter the weight according to your preference.
→ Define the Maximum Base Value, which will be considered as the upper limit.
→ If an amount greater than the defined maximum base is entered, the system will still count it as the maximum base value.
→ Enter the weight according to your preference.
→ Define the priority points for each star level; the score calculation will be based on the assigned priority of the selected star.
→ Enable the option for Customer and Vendor to display the rating in the appropriate view.
Settings → Customer & Vendor Scoring
Reports
Scoring Calculation
Assign values to the checkbox using the Success Value Score and Empty Value Score.
- The assigned Success Value Score is treated as the total base for the field.
Example: If the Success Value Score is 10, then the base value for the Eligible for Credit field is 10. - Assign the Weight for the field (e.g., Weight = 1).
- The score is calculated as: Score = Base × Weight.
Example:
• If Eligible for Credit is checked (True), the score is 10 × 1 = 10.
• If unchecked (False), the score is 0 × 1 = 0.
For a selection field, assign values and labels to each selection option. The sum of all option values is considered the field base.
-
Example: If the field Number of Employees has three options:
• More than 100 → Value = 10
• 50 to 100 → Value = 5
• 0 to 50 → Value = -5
Then the field base = 10 + 5 + (-5) = 10. - Assign the Weight for the field (e.g., Weight = 1).
- The score is calculated as: Score = Selected Option Value × Weight.
Examples:
• If the selected option is More than 100, then Score = 10 × 1 = 10.
• If the selected option is 50 to 100, then Score = 5 × 1 = 5.
• If the selected option is 0 to 50, then Score = -5 × 1 = -5.
For number fields, the Maximum Base value is set directly using the Maximum Base field.
- Example: For the field Total Business, the Maximum Base is set to 10.
- If the entered value is greater than the Maximum Base, it will still be counted as the Maximum Base value.
Example: If Maximum Base = 10 and the entered value = 21, it will be considered as 10 for score calculation. - Assign the Weight for the field (e.g., Weight = 1).
- The score is calculated as: Score = Value × Weight (with the value capped at the Maximum Base).
Examples:
• If the entered value = 7, then Score = 7 × 1 = 7.
• If the entered value = 21, then Score = 10 × 1 = 10 (since it exceeds the Maximum Base).
• If the entered value = 10, then Score = 10 × 1 = 10.
In the star field, each star is represented by a Star Priority (1 to 5). The score is calculated as:
Score = Star Priority × Weight
- If Weight is assigned as 2, then:
- 1 star selected → Score = 1 × 2 = 2
- 2 stars selected → Score = 2 × 2 = 4
- 3 stars selected → Score = 3 × 2 = 6
- 4 stars selected → Score = 4 × 2 = 8
- 5 stars selected → Score = 5 × 2 = 10
Base Calculation:
The Base for the star field is determined by the maximum star priority (5th star)
multiplied by the assigned weight.
• If the 5th star priority = 5 and Weight = 2, then Base = 5 × 2 = 10.
• If the 5th star priority = 10 and Weight = 2, then Base = 10 × 2 = 20.
The percentage score for a customer or vendor is calculated based on the Total Score and the Total Base of all fields.
-
First, calculate the Total Score by summing the individual field scores.
Example (Customer scenario):
• Eligible for Credit = 10
• Number of Employees = 10
• Total Business = 3
• Communication Response (1 Star = 2)
Total Score = 10 + 10 + 3 + 2 = 25 -
Next, calculate the Total Base by summing the base values of all fields.
Example:
• Eligible for Credit = 10
• Number of Employees = 10
• Total Business = 10
• Communication Response = 10
Total Base = 10 + 10 + 10 + 10 = 40 -
Finally, calculate the Evaluation Percentage:
Percentage = (Total Score ÷ Total Base) × 100
Example: (25 ÷ 40) × 100 = 62.50%
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