| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Project (project)
• Discuss (mail) • Sales (sale_management) • Invoicing (account) • Employees (hr) |
| Lines of code | 1166 |
| Technical Name |
tkn_visits_management |
| License | LGPL-3 |
| Website | https://oit-solution.com |
| Versions | 18.0 19.0 |
Visits Management / Appointment Management
📍 Smart Visit Management
- Create and manage customer visits
- Automatic visit numbering (e.g., VST/2026/0001)
- Track start and end time for each visit
- Link visits directly to customers and addresses
📅 Appointment Management
- Schedule and manage customer appointments
- Multi-stage workflow (Draft, Pending, Approved, Rejected, Cancelled)
- Define appointment purpose (Decision Making, Problem Solving, etc.)
- Track meeting details and assigned employee
🌍 Geo-Location Validation
- Capture employee real-time GPS location
- Compare employee location with customer coordinates
- Allow visit only if within defined distance
- Prevent fake or remote check-ins
⚙️ Configurable Settings
- Enable or disable visit location tracking
- Define allowed distance (in meters)
- Limit number of visits per customer
- Limit number of appointments per customer
TKN
solutions
Odoo
Why This Module Stands Out
Designed for modern global companies that manage client visits and formal meetings.
📍 Real-Time Geo-Location Validation
Ensure employees are physically present near the customer before registering a visit.
📅 Advanced Appointment Management
Schedule, approve, reject, cancel, and track customer appointments with ease.
🚶 Smart Visit Tracking
Monitor visit start and end times while maintaining a complete visit history.
⚙️ Flexible Validation Rules
Configure allowed distance limits, visit restrictions, and appointment limits from settings.
👥 Employee & Customer Insights
Track employees, departments, job positions, and customer interactions in one place.
📝 Chatter & Activity Integration
Keep a complete communication history with notes, activities, messages, and status tracking.
Security For Visit Management
Once Install The Module You Need To Give Access For The Users To See Module Features
Visits Page
All Visits That Created By Employees For Customers With All Details Like Visit Start Time And End Time And The Location Of The Visit And The Employee That Create The Visit And The Customer That The Visit For And The Address Of This Customer And You Can See This Details In Tree View And Form View
Visits Form
In The Visit Form You Can See All Details Of The Visit And You Can Add Notes And Activities And You Can See The Messages That Related To This Visit And You Can See The Status Of The Visit And You Can Edit The Visit Details If The Visit Not Started Yet
Done Visit
Appointments Page
All Appointments That Created By Employees For Customers With All Details Like The Appointment Date And The Employee That Create The Appointment And The Customer That The Appointment For And The Purpose Of This Appointment And You Can See This Details In List View
Appointments Form
Pending Appointments
Approved Appointments
Once Click To button Approved Wizard Appear to Choose if Want to Approved With Send Email To Customer Or Approved Only or Not Approved And You Can See The Approved Appointment In The Appointments List With Status Approved
Appointments Approved & Alert For Approval
After Approved The Appointment The Customer Receive Email With The Appointment Details And If You Choose To Send Email To Customer In The Approved Wizard And You Can See The Approved Appointment In The Appointments List With Status Approved and Alert for Approval
Rejected Appointments
Once Click To button Rejected Wizard Appear to Choose if Want to Rejected With Send Email To Customer Or Rejected Only or Not Rejected And You Can See The Rejected Appointment In The Appointments List With Status Rejected and Write Reason Of Rejection In The Internal Notes And You Can See This Reason In The Appointment Form View
Rejected Status Appointments
After Rejected The Appointment The Customer Receive Email With The Appointment Details And The Reason Of Rejection That Write It In The Internal Notes And If You Choose To Send Email To Customer In The Rejected Wizard And You Can See The Rejected Appointment In The Appointments List With Status Rejected and Alert for Rejection
Configuration for Visits & Appointments
In The Settings You Can Configure The Visit And Appointment Settings Like:
* Number of visits allowed per Customer * Number of appointments allowed To Request per Client
Reached Limit for Visits
Alert Message Appear To Employee When He Try To Create New Visit For Customer That Reach The Limit Of Visits That You Configure It In The Settings And You Can Customize This Message From The Code
Visit Location Tracking
You Can Enable Or Disable The Location Tracking For Visits And You Can Define The Allowed Distance To Allow Employees To Create Visits
Notes If Enable This Options The Employee Need To Be Near The Customer Location To Create Visit For This Customer, The distance between the customer and the employee must not exceed the permitted distance in meters based on the customer's address. And If The Employee Try To Create Visit For Customer That He Not Near It Alert Message Appear To Employee And You Can Customize This Message From The Code
Validation Error For Tracking Location
Alert Message Appear To Employee When He Try To Create New Visit For Customer And Reached The Limit Of Allowed Distance That You Configure It In The Settings And You Can Customize This Message From The Code
Version :
19.0.0.0
1 Jan
2026
Initial release of the app.
Contact Us
Get Support, For Free!
45 Days Free Assistance
For any issues or bugs (Except data recovery)
At TKN Solutions, we provide end-to-end Odoo solutions, including workflow analysis, system integration, and technical consultation.
Have Any Question?
💬 Contact via WhatsAppWrite Email
Support: tknsolutions.technical@gmail.com
For any inquiries or technical support related to our Odoo modules, please do not hesitate to contact us.
If you need support or have any questions regarding our Odoo modules, feel free to contact us anytime
Our Services
Odoo Customization
Odoo Implementation
Odoo Support
Odoo Migration
Odoo Integration
Hire Odoo
Odoo Consultancy
Please log in to comment on this module