| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Discuss (mail) • Calendar (calendar) • Contacts (contacts) • Invoicing (account) |
| Lines of code | 2023 |
| Technical Name |
hdk_visit |
| License | OPL-1 |
| Website | https://www.hamdek.com |
Hamdek Customer Visit
Help sales teams plan and run customer visits: schedule visits, check-in and check-out (with optional GPS), link to opportunities and quotations, and give managers visibility into visit activity.
Visits, CRM, and sales in one flow
Create visits with planned times and priorities, move from open to in progress to done, capture check-in/out and duration, and connect visits to contacts, CRM opportunities, and sale orders. Configure visit frequency on customers to suggest the next visit date.
Plan & track
Kanban, list, calendar, pivot, and graph views. Optional duplicate-day rule per salesperson and customer.
Check-in & location
Check-in/out with optional GPS strings; open maps for partner or visit locations when coordinates exist.
SPANCO & pipeline
SPANCO lines aligned with CRM stages; create quotations or opportunities from the visit form.
Key Features
Master data
Configure visit purposes, outcomes, methods, objectives/values, and SPANCO mapping under the Visit Management menus.
Partners & next visit
Set visit frequency on the customer to pre-fill suggested dates when creating the next visit.
Security
Groups for visit users, managers, and administrators. Depends on base, mail, sale, and crm.
How to Get Started
- Install Hamdek Customer Visit (ensure Sales and CRM apps are available).
- Open Visit Management from the main menu and configure purposes, outcomes, and SPANCO/stage links as needed.
- On Contacts, set visit frequency for customers where you want recurring next-visit suggestions.
- Create visits, run check-in and check-out, and link opportunities or sale orders from the visit form.
Use Cases
Field sales coverage
Plan who to see, record what happened, and report duration and counts by rep or customer.
CRM-aligned visits
Tie visits to pipeline stages with SPANCO lines and create opportunities or quotes in context.
Workflow
Follow the steps below: start with user access rights, then explore Visit Management, use the visit form, and set contact visit frequency.
Access rights
Under Settings → Users & Companies → Users, assign the visit security groups (Visit User, Visit Manager, Visit Administrator) so each role can create visits, manage the team, or configure master data as intended.
Visit Management — views and menus
Open Visit Management to create visits, use the kanban (and other views), and reach configuration for purposes and outcomes from the menu.
Visit form — check-in, opportunities, and sales
Set customer, contact, planned time, and purpose. Use check-in and check-out when on site (GPS optional). Link an opportunity, add SPANCO lines, or create a quotation / new opportunity from the visit actions.
Contact — visit frequency
On the contact, configure visit frequency so the next visit can be suggested with the right interval. Use pivot and graph views on visits for reporting.
Terms
Installation and data privacy notice for this module.
Installation & Data Privacy Notice
By installing this module you acknowledge the following. Please read if required by your internal policies.
- This module does not transmit your Odoo business records (customers, invoices, products, sales orders, accounting entries, or similar operational data) to Hamdek.
- Your business data remains stored in your Odoo database and is not outsourced, sold, rented, or brokered by Hamdek to unrelated third parties.
- Upon installation, the module may send a one-time registration notice to Hamdek with information necessary to verify licensing, deliver support, and ensure compatibility with your Odoo environment.
- That information is used only for those operational purposes and is not used for unrelated direct marketing without applicable consent.
- Hamdek does not share registration data with unrelated third parties for their independent commercial purposes.
- Failure to deliver the registration notice does not prevent installation or normal operation of the module.
- Where you connect third-party services, integrations, or external providers through your own configuration, the handling of data by those parties is governed by your agreements with them and not by this notice.
- You remain responsible for your Odoo configuration, user access, customer-facing notices, and compliance with laws applicable to your organization.
- Hamdek provides this software module within the scope of the applicable license; users remain responsible for their own deployment and regulatory obligations.
- Inquiries regarding this notice may be directed to admin@hamdek.com.
Support & Expert Services
admin@hamdek.com
www.hamdek.com
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Discuss (mail) • Calendar (calendar) • Contacts (contacts) • Invoicing (account) |
| Lines of code | 2023 |
| Technical Name |
hdk_visit |
| License | OPL-1 |
| Website | https://www.hamdek.com |
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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