| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) • Sales (sale_management) |
| Lines of code | 569 |
| Technical Name |
pf_sales_target |
| License | OPL-1 |
| Website | http://www.prefortune.com/ |
| Versions | 13.0 14.0 15.0 16.0 17.0 18.0 |
Sales Target Management for SalesPerson in Odoo
This Odoo apps helps to manage sales target for salesperson and sales team. User can set the target for individual sales person and sales team 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.
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Key Features
Sales Manager can easily set sales target from salesperson.
Target Reached (in percentage (%), based on the sales of sales orders confirmation)
The Salesperson can view only own sales target details and achivements.
Works in Multi-Company and Multi-Currency Environment.
Sales manager can set target point on Sales Order Confirmation, Invoice Validation and Invoice Paid.
Email notification with proper traget details.(Manually, Confirm Sales Target, Close Sales Target)
Sales Target Management for SalesPerson in Odoo
Our all-inclusive Odoo –
Sales Target Management for SalesPerson sales Manager can easily set sales target from
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.
Sales Target Management for Salesperson in Odoo
- Sales Target Configuration by Sales Manager
- Salesperson Target Visibility
- Target Setting Based on Different Criteria
- Sales and Achievement Tracking
- Email Notifications & Status Updates
- Multi-Company & Multi-Currency Support
Complete Workflow for Sales Target Management for Salesperson in Odoo
First the Sales Manager needs to set up sales targets for salespersons. The Sales Manager can assign Currency for the Sales Target. After that, salespersons can view their targets and track their achievements.
Manage Sales Target for SalesPerson Basic Setting
1. Only Sales Manager can Create Sales Target for Sales persons.
2. Validation... Target amount should be greater than 0(Zero).
3. Here, We have 3 target points- Sale Order Confirm- Invoice Validation- Invoice Paid
4. Once Manage confirm the Sales Target. Salesperson get the email notification.After Sales Target confirmation, all fields values are readonly.
5. 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..
6. User try to create 'Target Point : Sale Order Confirm' with same sales person for same date range then raise warning..
7.Theoretical Achivement.
8. 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.
9. User try to create 'Target Point : Invoice Validation or Paid' with same sales person for same date range then raise warning.
10. 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.
11. Validation... User can close sales target after End Date.
12. Once manager close the sales target, state will be change to Close and salesperson get the email notification.
13. Email notification manually : Manager can send email manually from Send Mail button to Salesperson.
14. Access Rights : Salesperson can view only own sales target.
Our solutions focus on your problems
- Odoo Implementation
- Odoo Customization
- ERP Development and Implementation
- Odoo Ipass Cloud
- AI for Odoo
- Odoo Apps
- Aws Marketplace Products
- Business Engines
Our Pricing includes User Manual, 90 Days Support (Monday-Friday 10am to 7pm IST) and One time Setup
• Works & tested on standard installations of Odoo with
no third party apps,
• Free support only for odoo installations with no third party apps,
•
Paid support availaible for Odoo installations with third party apps.
Prefortune Technologies LLP.
Prefortune is a Odoo Official Partner, Odoo Development company. Our philosophy is to use Open Source tools and technologies to provide cost effective and green solutions for our customers.
Prefortune Technologies LLP is Working on web development, Mobile development, and Odoo ERP. It is the top outsourcing software company based on the creation of e-Commerce applications and Odoo.
If you need any help or want more additional features, you may contact us through:
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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