| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Lines of code | 641 |
| Technical Name |
journey_cycle |
| License | See License tab |
| Website | https://www.fossinfotech.com |
| Versions | 12.0 13.0 14.0 15.0 16.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Lines of code | 641 |
| Technical Name |
journey_cycle |
| License | See License tab |
| Website | https://www.fossinfotech.com |
| Versions | 12.0 13.0 14.0 15.0 16.0 |
Journey Cycle
This module helps salesperson plan their Visits, Demo Meetings, Site Survey etc. for an entire month beforehand. It helps them record their visits against each customer. Once the plan is approved by the sales manager, You can view the actuals against each plan.
Highlights
Helps you create plan for an entire month
Journey cycle Module allows you to create your plan for an entire Month.
Approval for the Plan
Once the Plan has been created, It will go for approval.
View Actual Data against each plan
Provision to view the actuals against each plan after it's approval.
Go to 'Sales' module -> Click on 'Journey Cycle Plan' menu
Click Create and Select the Month and the Year, Start Date and End Date will automatically fetched. Once Saved the dates will be fetched automatically.
Select the Purpose and Send for approval
Manager Login - Sales Manager can Approve or Reject.
Once approved, You can view the actual data by clicking on 'load data' Button. The actuals are displayed from vists that salesperson create.
Visit Creation
Visit Reason Menu
Journey Cycle Plan Report
Create Visits from CRM
Why Choose This Module?
- Automatically generate a complete monthly journey plan by simply selecting the month and year—no manual date entry required.
- Ensure alignment and accountability with integrated plan approval from the respective Sales Manager before execution.
- Easily view daily actuals without switching menus, thanks to the streamlined "Load Data" feature within the Journey Cycle itself.
- Start planning immediately with an out-of-the-box solution—no setup or customization required.
- Maintain data integrity by preventing the creation of multiple plans for the same month and year.
Advantages
- Journey Cycle Helps you create plan for an entire month.
- Start date and the End Date of a month will be auto-filled when the month and year is selected.
- Approval for the plan from the respective Sales manager.
- You can easily view the actuals for a particular date.
Benefits
- No Configurations required. Can be used out of the box.
- You can create a journey plan and view the actual for the past dates.
- You do not have to switch to another menu to view the actuals.
- Button 'Load Data' Provided to view actuals in the Journey Cycle Menu.
- We cannot create multiple plan sheet for same month and year
Yes, the app works perfectly well with Odoo Enterprise as well as Odoo Community. Odoo Online (Cloud) does not allow installation of third-party apps and hence this app cannot be installed on Odoo Online.
You can contact us to request a customization in the app or you can write to us at sales@fossinfotech.com
Yes, You will get 4 hours Of Free Support, You can write your queries to support@fossinfotech.com
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