Sales CRM: Customer Group with CRM

Efficient Customer Group Management Across CRM, Sales, and Invoices

Centralized Customer Group Setup for CRM, Sales, and Invoices

This app helps you set up customer groups with specific details like payment terms, pricelists, and account receivables. You can also link these customer groups to the CRM form.

When a lead becomes an opportunity, you can choose whether to create a new customer or use an existing one (Odoo standard). For new customers, the app automatically applies the customer group, along with the payment terms, pricelist, and account receivable. If you're using an existing customer and these details aren't already set, they will be added too.

Main Features:

• *Set Customer Group in CRM*:
  This app allows you to assign a specific customer group directly within the CRM form. The customer group helps organize customers based on shared characteristics such as payment terms, pricelists, and account receivables.
• *Lead Conversion and Customer Creation*:
  When a lead is converted into an opportunity, there is an option to either create a new customer or use an existing one. A simple checkbox helps you decide this. If you create a new customer, the system automatically assigns the relevant customer group, payment terms, pricelist, and account receivable values. For existing customers, the app will assign these values only if they have not been set already.
• *Automatic Assignment of Customer Group for Child Contacts*:
  If you add a new child contact (for example, a person linked to a parent contact), the customer group is automatically inherited from the parent contact. This ensures consistency in customer group assignment across all linked contacts.
• *Customer Group in Sales Order*:
  In the sales order form, once you select a customer, their associated customer group is automatically set. This eliminates the need for manual input and keeps the customer information consistent across different processes.
• *Customer Group in Invoice*:
  When you generate an invoice from a sales order (following the standard Odoo workflow), the system automatically transfers the customer group to the invoice form. This ensures that the invoice reflects the correct customer group, along with its associated payment terms and pricelist.
• *Inclusion in Reports*:
  The customer group is also included in analysis reports within CRM, sales, and invoices. This makes it easier to track and analyze customer data based on their group, helping with decision-making and reporting.
• *Additional Resources*:
  For more information and visual guides, you can refer to the screenshots and videos provided, which offer further explaination

The "Customers Groups" menu is now available in CRM configuration (Odoo Standard).

Customers Groups List View

Customers Groups Form View

Set Customer Group on CRM Lead Form View [Odoo Standard]

"Convert to Opportunity" Button Triggers Wizard with "Create New Customer" Option (Odoo Standard)

New Customer Generated After Converting Opportunity: Form View of Created Customer [Odoo Standard] with Assigned Customer Group and Other Values

Form View of Generated Customer with Invoicing Tab [Odoo Standard]

CRM Lead Form View with Assigned Customer (Odoo Standard) and Customer Group

Convert to Opportunity Button Opens Wizard with Customer 'Link to Existing Customer' Boolean (Odoo Standard)

Form View of Existing Customer After Converting Opportunity[Odoo Standard] With Assigned Customer Group and Other Values

Form View of Existing Customer with Invoicing Tab [Odoo Standard]

Contact Form View (Odoo Standard) with Assigned Customer Group

Create New Child Contact (Odoo Standard)

Child Contact Form View (Odoo Standard) with Automatically Set Customer Group

Sale Order Form View with Customer Group Set According to the Selected Customer

Customer Group will be set on the invoice form view when the invoice is generated from the sale order

Customer Groups Form View with Smart Button for Customers

The linked customers open when the Customers Smart Button is clicked

Customer Group in Lead Analysis Report [Odoo Standard]

Customer Group in Sales Analysis Report [Odoo Standard]

Customer Group in Invoice Analysis Report [Odoo Standard]

Customer Group in Lead Analysis Bar Graph View [Odoo Standard]

Customer Group in Lead Analysis Pie Chart View [Odoo Standard]

Customer Group in Sales Analysis Line Graph View [Odoo Standard]

Customer Group in Invoice Analysis Pie Chart View [Odoo Standard]

Contact / Support
Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse