Expected Revenue management on Opportunity IFRS
by CLuedoo https://www.cluedoo.com/shop/lic-clu-set-omc-0005-expected-revenue-management-on-opportunity-ifrs-6407$ 446.05
In-App Purchases| Availability |
Odoo Online
Odoo.sh
On Premise
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| Odoo Apps Dependencies |
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Subscriptions (sale_subscription)
• CRM (crm) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) • Sales (sale_management) |
| Community Apps Dependencies | Show |
| Lines of code | 1260 |
| Technical Name |
fal_expected_revenue_crm_ifrs |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/lic-clu-set-omc-0005-expected-revenue-management-on-opportunity-ifrs-6407 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Subscriptions (sale_subscription)
• CRM (crm) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) • Sales (sale_management) |
| Community Apps Dependencies | Show |
| Lines of code | 1260 |
| Technical Name |
fal_expected_revenue_crm_ifrs |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/lic-clu-set-omc-0005-expected-revenue-management-on-opportunity-ifrs-6407 |
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.
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Clued into Cluedoo?
HOW TO USE THIS MODULE
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Click on New Quotation to create a new Sales Order with non-recurring products
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2. In the Sales Order, check the 'Opportunity Computed' box for the products on their respective sales order lines for which you want to calculate the expected revenue.
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3. The expected revenue will then be automatically calculated as two separate parts.
Note:
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4. The opportunity’s currency will be taken from its quotations and this field, as well as the
Expected Revenue
field, can be manually edited.
Note:
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5.After choosing the stage for the opportunity, the opportunity will be displayed corresponding on the Kanban View
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