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Sales Canvas

by
Odoo

$ 49.34

v 19.0 Third Party
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Sales Canvas

A dedicated sales command centre for your field team — customers, invoices, credit limits, visit scheduling, and approval workflow, all in one place.


Odoo 19 Sales Field Force Indonesia Ready

Key Features

🏪

Customer 360° View

Separate "Sales Canvas" menu that shows each customer's contact info, NPWP, Is PKP flag, credit limit, salesman, and real-time stat buttons — without touching the standard Contact form.

💰

Smart Stat Buttons

Instant totals for Sales Orders, Invoiced, Unpaid (Belum Lunas), Overdue, and remaining Credit. Overdue and over-limit amounts are highlighted in red.

📋

Inline Sales & Invoice Tables

Colour-coded inline tables for Sales Orders and Invoices directly on the customer card. Invoice list also shows Aged AR (days overdue) column.

🗺️

Salesman Activity & Visit Map

Full visit planning module (sc.visit): create planned visits, check-in with photo, checkout, and visualise the day's route on an interactive Mapbox map.

✅

Visit Approval Workflow

4-stage approval flow: Planned → Upload Photo → Awaiting Approval → Approved by Manager → Completed. A dedicated Manager Approval menu lists all pending visits.

🔒

Role-Based Access

Separate security groups for Salesman (field data entry) and Sales Manager (approval, full view). Easy to assign via Odoo's standard Users & Groups.

Screenshots

Salesman Activity Salesman Activity Dashboard — ringkasan performa salesman: total Sales Order, invoiced, achievement %, lokasi terakhir & berikutnya, daftar kunjungan beserta status check-in real-time.
Visit Planning Rencana Kunjungan & Approval — daftar kunjungan harian salesman dengan status alur approval (Direncanakan → Menunggu Approval → Sudah Dikunjungi → Selesai). Manager dapat approve/tolak langsung dari modul.
Peta Rencana Kunjungan Peta Rute Kunjungan Interaktif — visualisasi rute optimal antar toko menggunakan Mapbox. Menampilkan urutan kunjungan, estimasi jarak (km) & waktu tempuh, serta status tiap lokasi secara real-time.
Riwayat Kunjungan Detail Kunjungan & Foto Check-in — rekap lengkap per kunjungan: foto check-in berlokasi GPS, timeline check-in/check-out, durasi, info approval (diapprove oleh siapa & kapan), dan status alur tahap demi tahap.

Installation & Configuration

Dependencies

  • contacts — Odoo Contacts app
  • sale_management — Sales Management
  • account — Accounting / Invoicing

Mapbox API Key (for Visit Map)

The interactive route map requires a free Mapbox token.
Set it in Settings → Technical → Parameters → System Parameters with key sales_canvas.mapbox_token.

⚠️ Note: This module does not modify the standard Odoo Contact form. All Sales Canvas views are served through a dedicated top-level menu, keeping your standard CRM and Contact views completely untouched.
Sales Canvas — v19.0.1.1.0  |  License: LGPL-3  |  Odoo 19
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Contacts (contacts)
• Invoicing (account)
• Sales (sale_management)
• Discuss (mail)
Lines of code 1918
Technical Name sales_canvas
LicenseLGPL-3

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