$ 60.82
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Sales (sale_management) • Discuss (mail) |
| Lines of code | 760 |
| Technical Name |
sp_sales_target_omax |
| License | OPL-1 |
| Website | https://www.omaxinformatics.com |
| Versions | 13.0 17.0 14.0 16.0 15.0 |
Sales Target for Salesperson
Overview
This Odoo apps helps to manage sales target for salesperson. User can set the target for individual sales person for a specific period and also send email to a particular sale person and resposible with targeted details. You can set sales target based on specific date internal which helps to generate sales target for monthly, quarterly or for specific date period. We have provided option to achieve target based on sales order confirmation and while invoice is paid.
Feature
- Sales Manager can easily set sales target for salesperson.
- Sales Manager can assign Currency for the Sales Target.
- The Salesperson can view only own sales target details and achivements.
- Sales manager can set target point on Sales Order Confirmation, Invoice Validation and Invoice Paid.
- Sales Total for the period of the sales target
- Target Reached (in percentage (%), based on the sales of sales orders confirmation)
- Invoiced Total during the target period
- Target Reached (in percentage (%), based on the invoice validation and invoice paid)
- Theoretical achivement amount vs Actual achivement amount.
- Theoretical achivement percentage vs Actual achivement percentage.
- Email notification with proper traget details.(Manually, Confirm Sales Target, Close Sales Target)
- Works in Multi-Company and Multi-Currency Environment.
How It Works
Sales Target for Salesperson
Only Sales Manager can Create Sales Target for Sales persons.
Validation... Target amount should be greater than 0(Zero).
Here, We have 3 target points
- Sale Order Confirm
- Invoice Validation
- Invoice Paid
Once Manage confirm the Sales Target. Salesperson get the email notification.
After Sales Target confirmation, all fields values are readonly.
Target Point : Sale Order Confirm
Once Salesperson confirm any Quotation(Sales Order) between sales target start date and end date,
it will automatically reflect in Sales Target record.
User try to create 'Target Point : Sale Order Confirm' with same sales person for same date range then raise warning.
Theoretical Achivement.
Current month is match with start or end date then below formula work and calculate Theoretical values.
Total days = days btween start and end date = (06/01/2024 - (06/30/2024) = 30 days
Current day of month = 14
Theoretical achivement Amount = (Target amount / Total days) * current day of month
Ex. Theoretical Achivement = (10000 / 30) * 14
Above Target = Achivement > Theoretical Achivement
Below Target = Achivement
Completed Target = If Current month is not match with start or end date then Theoretical status is Completed.
Target Point : Invoice Validation
Once Salesperson validate any Invoice between sales target start date and end date,
it will automatically reflect in Sales Target record.
User try to create 'Target Point : Invoice Validation or Paid' with same sales person for same date range then raise warning.
Target Point : Invoice Paid
Once any Invoice is paid of that salesperson between sales target start date and end date,
it will automatically reflect in Sales Target record.
Validation... User can close sales target after End Date.
Once manager close the sales target, state will be change to Close and salesperson get the email notification.
Email notification manually : Manager can send email manually from Send Mail button to Salesperson.
Access Rights : Salesperson can view only own sales target.
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Hello
Is it possible to set sale target based on product quantity?
Good morning, I’m contacting you here because I'm trying to open a case from my Odoo account, but since the purchase was made by the Administration department, I'm unable to open the case. The person who made the purchase was Estela Roc eroc@vunkers.com. The company from which we purchased the product is VUNKERS IT EXPERTS SL VAT: B25640186 Address: C/ Ivars D'urgell 10 - Bajos Edificio Neopark 1 25190 - Lleida Phone: 973101*** Email: @vunkers.com WEB: Vunkers.com My problem is that when I select a category, the option to select categories does not appear; I can only select products. Image In your image, I can see that categories can be selected. Image I attach the proof of purchase that I made through the Odoo App Store.
Re: Good morning, I’m contacting you here because I'm trying to open a case from my Odoo account, but since the purchase was made by the Administration department, I'm unable to open the case. The person who made the purchase was Estela Roc eroc@vunkers.com. The company from which we purchased the product is VUNKERS IT EXPERTS SL VAT: B25640186 Address: C/ Ivars D'urgell 10 - Bajos Edificio Neopark 1 25190 - Lleida Phone: 973101*** Email: @vunkers.com WEB: Vunkers.com My problem is that when I select a category, the option to select categories does not appear; I can only select products. Image In your image, I can see that categories can be selected. Image I attach the proof of purchase that I made through the Odoo App Store.
Hi Ramon,
Can you please let me know what is the Sales/Purchas order no to be sure for the purchase. Please write us on omaxinformatics@gmail.com with details.
Thanks