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Visit Route Planning

by
Odoo

$ 678.19

v 18.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
• Invoicing (account)
Community Apps Dependencies
Lines of code 5079
Technical Name custom_visit
LicenseOPL-1
Websitehttps://www.excelroot.com/
Versions 17.0 18.0
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Cover

Overview

Efficient Customer Visit Management for Sales Teams

This module enhances the planning and execution of customer visits for sales teams, focusing on route optimization, mobile flexibility, and managerial oversight. It integrates seamlessly with Odoo CRM to ensure effective follow-ups and increased deal closure rates.

Key Features

1. Weekly Route Planning by City/Area

  • Filter customers by city or area to cluster visits.
  • Access historical visit data for each customer.
  • Ensure optimal customer coverage and time efficiency by planning visits within the same locality.

2. Flexible Mobile-Friendly Visit Rescheduling

  • Designed for salespeople on the move.
  • Easily adjust the planned visit dates with just a few clicks.
  • Helps accommodate dynamic schedules and last-minute changes.

3. Managerial Oversight of Visit Plans

  • Managers can view and review the salesperson’s weekly visit plans.
  • Integrated with the Sales Call Plan for performance tracking and accountability.
  • Facilitates coaching and strategic planning by management.

4. CRM Integration with Opportunities

  • Link customer visits directly to CRM opportunities.
  • Track visit history within each opportunity record.
  • Helps improve deal conversion by maintaining consistent follow-ups.

Benefits

  • Boosts sales efficiency through smart route planning.
  • Empowers mobile sales teams with on-the-go planning tools.
  • Enhances visibility and control for sales managers.
  • Strengthens CRM workflows and opportunity management.

How To Use

Create visit route for sale person by selection the sale person, start date and time, minutes to prepare, and duration visit
1

Click Generate Weekly Schedule button to generate the lines for weekdays which can be configured per user
2

Edit each day and search for the city/area/sector to visit. The related customers will appear
3

You can also check the last visits per customer by simply clicking the customer line
4

Select the customers you want to visit and click Add to Routes(selected)
5

You can drag and drop to set the sequence for which customer to visit first. Best part is, it will auto adjust the start and end time
6

Can also move the visits of any day to another week
7

When everything good to go, click Generate Visits
8

Visits generated can be seen in the top of view
9 

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.

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