| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Lines of code | 145 |
| Technical Name |
fal_expected_revenue_crm |
| License | OPL-1 |
| Website | https://www.cluedoo.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Lines of code | 145 |
| Technical Name |
fal_expected_revenue_crm |
| License | OPL-1 |
| Website | https://www.cluedoo.com |
STORY BEHIND THE FEATURES
ODOO'S FUNCTIONS
Odoo allows you the possibility to link an opportunity with quotations, but the expected revenue will not be automatically generated based on those quotations. This makes it quite limited for multi - currency management.
CLUEDOO'S FUNCTIONS
To deal with this issue, a new feature, which is the automatic calculation of the expected revenue as two separate parts (one-shot and recurrent revenues) based on the quotations, is developed by Cluedoo. In a multi - company and multi - currency environment, Cluedoo allows you to select a currency for a given opportunity and the expected revenue will be displayed in various kinds of currency.
Want to ge
t
Clued into Cluedoo?
HOW TO USE THIS MODULE
1. Create a pipeline on CRM, then click on Quotation s or New Quotation .
2. Check the 'Opportunity Computed' box for the products on their respective sales order lines for which you want to calculate the expected revenue.
3. The expected revenue will then be automatically calculated as two separate parts. Note that the recurrent expected revenue will be converted to a monthly value.
4. The opportunityâs currency will be taken from its quotations and this field, as well as the
Expected Revenue
field, can be manually edited.
5. On CRM Kanban View, the one-shot and recurrent revenues will be displayed in 2 separate parts.
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