| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Lines of code | 396 |
| Technical Name |
customer_visits_management |
| License | LGPL-3 |
| Versions | 13.0 14.0 15.0 16.0 17.0 18.0 |
This module provides functionality for managing sales visits within the Odoo ERP system. It allows users to track visits to customers, manage sales orders associated with those visits, and schedule future visits based on predefined intervals.
Odoo 16 Customer Visits Management
Adding New Views
New menu and tree, Form views for Visits in CRM.
Form view for visits with Uniqe numbers and partner and salesperson
Put in Contact Location and First Visit and Next Visit and Scheduled Date that specify the period of the visit.
Smart Button that Contain Tree View with all Visits
Automated Visit Creation
The system can automatically create new visits based on the Next visit date of customers. Ensure that the Next visit and Scheduled date fields are set for your customer records. This schedule Action run every day.
View for Reason of cancel
Cancel Visit
In cancel state, We put the reason of the canceling the visit
If State id done and the customer will buy it create quotation from it by check is Buy
and it will show button create Quotation
It will show orders in smart button in visit
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