Partner all in one

by
Odoo

137.15

v 17.0 Third Party 1
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Invoicing (account)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Lines of code 284
Technical Name partner_extra
LicenseOPL-1
Websitehttps://paieafricaine.online
Versions 15.0 13.0 16.0 12.0 14.0 17.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Invoicing (account)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Lines of code 284
Technical Name partner_extra
LicenseOPL-1
Websitehttps://paieafricaine.online
Versions 15.0 13.0 16.0 12.0 14.0 17.0

SMART DASHBOARD: All you need to know about your partner at one place

Everything you need in the customer view

We added a notebook page for this dashboard to be available within the customer view. An easy way to have all the information you need like Sales,opportunities,invoices,meetings,...

What you get in this module

  • Sales by Partner for a specific date ( Month Quarter or Year)
  • A nice progress bar to compare what you sold to what you projected
  • Customer First name,Middle name, and Last name it shows when you choose personal instead of company
  • Customer Barcode : you click to generate a random number
  • A date field to show for how long you had this customer in your company
  • A large colored box to show you a progress bar on your sales to this customer compared to your projection
  • Dashboard notebook

    Added dashboard notebook to have more details:

  • Set target sales to your customer
  • Show total invoiced
  • The amount that the customer owes you
  • The amount that you owe to your customer or vendor
  • Set credit limit for your customer
  • A progress bar to show you how far you customer is close to reaching the credit limit
  • Degree of trust
  • Customer rank
  • Menu bar to show or hide

  • List of invoices
  • List of opportunities
  • List of orders
  • List of meetings
  • List of contracts
  • Kanban and customer tree

  • The prgress bar will show in the customer kanban(quick look)
  • All the changes added in the list of customers
  • You can show or hide any column you want
  • Contact

    if you need assistance,contact us from our website(https://paieafricaine.online/contact.html) contact form



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