$ 17.50
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Contacts (contacts) • Discuss (mail) • Inventory (stock) • Calendar (calendar) • Invoicing (account) |
| Lines of code | 299 |
| Technical Name |
products_in_lead |
| License | LGPL-3 |
| Website | http://www.loyalitsolutions.com.com |
| Versions | 15.0 16.0 17.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Contacts (contacts) • Discuss (mail) • Inventory (stock) • Calendar (calendar) • Invoicing (account) |
| Lines of code | 299 |
| Technical Name |
products_in_lead |
| License | LGPL-3 |
| Website | http://www.loyalitsolutions.com.com |
| Versions | 15.0 16.0 17.0 |
Products in CRM Lead
In CRM, the lead information can be given just by description only. What if the lead received for some products which we sell ? Instead of giving just a name, it will be better if the user can include the products details including the quantity and price. Right ? The module helps the user for it. Also , once the lead is good opportunity , it is important to provide the quotation. In Odoo, currently , the user need to enter the products manually. But if the module is installed, already added products in lead will be automatically added in quotation. The user just need to click on save and confirm buttons only. !
Version 16.0
Enterprise & Community
Overview
In Odoo, creation of lead is the representation of the business opportunity. But the business enterprises such as a trading companies, it is important to provide the products information too in lead. The module provides ultimate solution for it
Key Highlights!
- Option add products while creating lead
- Products information includes the available stock too
- No need to enter the expected revenue seperately. It is the total amount
- while creating the quotation, the products will loaded from lead
- No additional configuration is required
- It reduces human efforts and important time.
Configuration and Features
Simple steps are there to follow , to enable and work with PDC Management.
01
Add products in lead
While creating a lead, it is possible to add products as per the reqirement
02
Stock Information
For every products, the available stock will be displayed
03
Expected revenue
The expected revenue will be the same as the total amount of the products
04
Products information in Quotation
When the user creates a quotation from lead, the products will be loaded automatically in quotation, from lead
Suggested Products
Our Services
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Odoo Implementation
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Our Industries
Manufacturing
Manage the entire process of Manufacturing with an ERP.
Trading
Grow your Trading business with Odoo
Retail
Run your Retail outlets.
POS
Easy Billing. Easy Management
CRM
Handle the entire process with a simple software
Warehouse Management
All In One Warehouse Management Application
Education
Easy and complete solution for Education Management.
Service Management
Keep track of services and invoice accordingly.
Need Any Help?
Do you have any query ? Do you need any support from our side ? We are happy to assist you
Email us
support@loyalitsolutions.com / info@loyalitsolutions.com
Contact Us
www.loyalitsolutions.com
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