| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) • Sales (sale_management) • Invoicing (account) |
| Lines of code | 790 |
| Technical Name |
sale_followup |
| License | OPL-1 |
| Website | https://irokoo.fr |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) • Sales (sale_management) • Invoicing (account) |
| Lines of code | 790 |
| Technical Name |
sale_followup |
| License | OPL-1 |
| Website | https://irokoo.fr |
Sale Orders Follow-up Management
Version: 18.0.0.0.1
Compatibility: Odoo 18.0
Author: Irokoo
Module Overview
This module empowers your sales team by providing advanced tools to automate partner follow-up via scheduled activities, email, SMS, discount codes, and customizable workflows, similar to Odoo’s invoice reminders, but tailored for sales reactivation.
Follow-up Configuration Options
- Send personalized emails or SMS to your partners.
- Define follow-up activity chains to re-engage clients.
- Apply exclusive discount codes for returning customers.
- Assign follow-up tasks to the right sales representatives.
How to Use the Module
Step 1: Access Configuration
- Go to the Sales menu
- Click on Configuration
- Then under Follow-up, access Configuration
Step 2: Create Follow-up Lines
- Define a delay (in days) after the last order
- Choose the follow-up type: Email, SMS, Discount, or Activity
- Each line represents an automated action in the follow-up sequence
Step 3: Enable Automated Actions
- Go to Settings > Technical > Automation > Scheduled Actions
- Activate both cron jobs named "Sale Followup"
- One runs at 07:00 to refresh contact status
- The other runs at 10:00 to send notifications
Step 4: (Optional) Configure Individual Partners
- Go to the Contacts module
- Open any partner form
- In the Sale Follow-up tab:
- Enable or disable follow-up for this partner
- Switch to manual mode if needed
- Assign a specific Follow-up Responsible
Step 5: Let Automation Run
- At 07:00: contact statuses are refreshed
- At 10:00: emails, SMS, and activities are triggered
- Ensure your Odoo server runs scheduled jobs (cron) correctly
Step 6: Monitor Results
- Go to Sales > Follow-up
- Access Partners to see follow-up status per client
- Access Lines to track reminders and actions
Module Dependencies
This module depends on the following Odoo apps:
- base: Core system features.
- sale: Sales module for order tracking.
- loyalty: Enables loyalty-based incentives.
- mail, sms: Messaging modules for notifications.
- contacts: Partner and contact management.
Installation Guide
To install the module:
- Navigate to the Odoo Apps menu.
- Click Update Apps List if needed.
- Search for sale_followup.
- Click Install to activate the module.
Support & Contact
If you need assistance or want to request new features:
- Website: https://irokoo.fr
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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