CRM Lead Order/Products | CRM Opportunity Order/Product Lines Management
by SprintERP Technologies http://www.sprinterp.com$ 13.00
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) • Sales (sale_management) |
| Lines of code | 153 |
| Technical Name |
se_crm_opportunity_products |
| License | OPL-1 |
| Website | http://www.sprinterp.com |
| Versions | 16.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) • Sales (sale_management) |
| Lines of code | 153 |
| Technical Name |
se_crm_opportunity_products |
| License | OPL-1 |
| Website | http://www.sprinterp.com |
| Versions | 16.0 17.0 18.0 19.0 |
CRM Lead Products & Opportunity Product Lines Management
Manage product lines inside CRM leads and convert them to sale quotation with pricelist and currency synchronization.
Key Module Highlights
Multi-Warehouse Allocation & Picking Workflow
Manage Integrated Product Lines on CRM Opportunities
Navigate to the CRM application and open an active opportunity (such as Global Solutions: Furnitures). Within the main form workspace, locate the custom integrated CRM Order Line tab. Here, sales managers can directly add multiple product line items, adjust specific quantities, descriptions, and custom taxes.
Real-time Financial Calculations: Changing line values triggers immediate backend math computations. The footer section displays updated Untaxed, Taxed, and Total valuations (e.g., $1,295.80), while automatically rewriting and synchronizing the native CRM Expected Revenue field header line tracking metric.
One-Click Automated Sale Quotation Mapping
Click the custom "New Quotation" button at the top-left header of your CRM pipeline workspace. The native mapping engine instantly generates a formal Sales Quotation record (such as S00023), automatically duplicating individual products, quantities, tax settings, and financial sub-totals onto the transactional order line panel.
Operational Context: This flawless conversion mechanism entirely removes manual data entry gaps between pipeline estimates and operational sales workflows. It safely synchronizes pre-assigned pricelists, terms, and custom order line details without breaking any native backend core pipelines.
Fast Navigation Layout Shortcuts
The module injects a dedicated root Products menu group directly inside the core CRM application top navigation bar. Sales teams can instantly access and manage master assets without hopping back and forth into sales or inventory workspaces.
Quick Access Sub-Menus: The new cluster dropdown grants quick access to clean Kanban and list layout setups for Products, Product Variants, Pricelists, and Product Attributes with optimized backend defaults.
Key Features & Capabilities
Bridge the gap between early-stage lead generation and final sales estimation directly inside the CRM workspace.
Integrated CRM Order Lines
Add, modify, and manage product rows straight inside the Lead/Opportunity form layout. Captures product descriptions, precise quantities, custom taxes, and standard UOM attributes.
Dynamic Pricelist Sync
Inherits explicit payment terms and target pricelists inside the CRM stage. Automatically computes complex pricing structures based on tier matrices and currency conversion rates.
Automated Revenue Recalculation
Runs background background computations for row sub-totals, taxes, and global totals. Automatically updates and overrides the native Expected Revenue metrics line value.
One-Click Quotation Mapping
Seamlessly migrates item descriptions, quantities, and mapping attributes onto a brand-new generated Sales Quotation wizard pipeline without breaking any core system assets.
CRM 'Products' Menu Group
Injects a new root sub-menu node cluster directly inside the CRM core panel view. Gives immediate navigation endpoints to Master Products, Variants, Pricelists, and Attributes.
Role-Based Data Controls
Secures individual transaction lines and estimation panels via standard Odoo model access guidelines (`ir.model.access.csv`) built directly into functional authorization levels.
Need Any Help?
Installation, Configuration & Bug Fixing support from our experts.
© 2017 SprintERP Technologies. All Rights Reserved.
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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