B2B Sales Benchmark Tracking
by Master Software Solutions https://www.mastersoftwaresolutions.com/$ 59.15
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) • Sales (sale_management) • Invoicing (account) |
| Lines of code | 1665 |
| Technical Name |
mss_benchmark_tracking |
| License | OPL-1 |
| Website | https://www.mastersoftwaresolutions.com/ |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) • Sales (sale_management) • Invoicing (account) |
| Lines of code | 1665 |
| Technical Name |
mss_benchmark_tracking |
| License | OPL-1 |
| Website | https://www.mastersoftwaresolutions.com/ |
B2B Sales Benchmark Tracking
This plugin is specifically designed for businesses with a B2B customer base that have predefined trading agreements (payment terms, delivery schedules, pricing structures, return policies, quality standards, order minimum/maximums, and service level agreement (SLA)). You can track and monitor defined benchmark sales from a specific customer.
Defining a Benchmark for a particular Product
You can set the Sales Benchmark for a particular product and customer either from the Benchmark Section or directly while creating a new contact from the Contact Module or Sales Module.
From the Benchmark Section
- Step 1: Go to Sales Module > Products > Benchmark
- Step 2: Click on New
- Step 3: Choose the product to which you wish to apply the benchmark. You can set benchmark rules based on “Sales” and “Quantity.”
- Step 4: Create the name of the Benchmark and click on “Add a line” from the “Benchmark Section”.
- Step 4: Create the name of the Benchmark and click on “Add a line” from the “Benchmark Section”.
- You can define benchmark rules by quantity on a product or category.
- Step 5: Click on the drop-down arrow and select “Search More.”
- Step 6: Choose the Duration and the Duration Unit.
- Step 7: Click on “Save & Close”.
By Sales
You can define benchmark rules by sales on a product or category.
On Product:
On Category:
Fill in the expected quantity and choose the period.
By Quantity
On Product:
On Category:
You can select the custom period.
A list appears, showing all the time periods, and clicking on the “New” button allows you to create a custom time period.
The Benchmark is created.
Assigning the created Benchmark to the customer
You can assign the benchmark while creating a new contact from the Contact Module or the Sales Module.- Step 1: Go to the Contact Module and click on “New.”
- Step 2: Choose a predefined Benchmark.
After you have added the contact details, click on the drop-down in front of Benchmark.
You can assign multiple Benchmarks to a single customer for different products.
You can also create a new benchmark while creating a new contact.
Sales Benchmark Reporting
- Step 1: Sales Module > Reporting -> benchmark
The Benchmark report shows the information about the expected and achieved revenue for a product by a particular customer in a predefined time period. This list shows the data for the current period.
You can check the benchmark history in detail. Click on Benchmark history. All the data for the previous definite periods will appear here.
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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