Sales Target Management for SalesPerson

by
Odoo

45.09

v 17.0 Third Party 19
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Invoicing (account)
Sales (sale_management)
Discuss (mail)
Lines of code 511
Technical Name sp_sales_target_omax
LicenseOPL-1
Websitehttps://www.omaxinformatics.com
Versions 13.0 17.0 16.0 14.0 15.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Invoicing (account)
Sales (sale_management)
Discuss (mail)
Lines of code 511
Technical Name sp_sales_target_omax
LicenseOPL-1
Websitehttps://www.omaxinformatics.com
Versions 13.0 17.0 16.0 14.0 15.0

Community Enterprise Odoo.sh

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)
  • 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.


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.


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.

Free Support

    You will get 100 Days free support incase any bugs or issue (Except data recovery).

    Request will be accepted for Odoo Version 10,11 & 12

Recommended & Suggested Apps

Get In Touch

Our Odoo Services
Implementation
Development
Customization
Migration
Integration
Training
Support
Hire Developer

For support, query and question contact us.
contact@omaxinformatics.com
www.omaxinformatics.com

Thank you for visiting

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

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.