Affiliate Management with Sales Management integration
We will notify the partner via email on same day of due date and before configure days before the due date for the purchase, sale, or invoice.
Added Total Quantity Details in Sales order and Purchase orders, Invoice, Picking.
If you wish to lock or unlock a sale order, you must have a valid reason for doing so.
Edit Sequence Number Module Update Serial Number App Sale order Change Sequence No RFQ Correct Sequence Number Purchase Order Setup Sequence Number Invoice Write Over Sequence No Debit Note Manage Sequence No
This app will Add Html Notes into the sale order/quotation, purchase order/request for quotation, invoice, stock.
Get the sales and purchase history of a customer. And apply advanced filters on it
This module show sales and purchase line description to stock picking/delivery order.
Display sale description in picking operation and report. Delivery order description Picking description Display picking description on report Picking description on report Sales picking description on report Receipt description on report Delivery Order description
Sales margin Report
User own contact user own sales person user own partner user own customer user salesperson own contact sales person own contact sale person own contact salesperson own customer salesperson own partner salessperson own customer sales person own partner
Invoices payment reports vendor bill payment reports salesperson wise bill payment report for customer invoice report invoice payment filter report account payment report invoice statement report for payment invoice report for salesperson invoice report
The Salesforce Connector enables seamless integration between Odoo and Salesforce, allowing businesses to synchronize critical CRM and sales data efficiently. This connector supports synchronization of users, customers, contacts, products, pricebooks, leads, opportunities, tasks, events, contracts, quotes, and orders, ensuring consistent and accurate data across both platforms. By reducing manual data entry and automating data flow, it helps streamline workflows, improve collaboration, and strengthen customer relationship management by leveraging the combined capabilities of Odoo and Salesforce. With this integration, users can import, export, update, and manage sales orders and quotes with status updates, synchronize product catalogs and pricing through pricebooks, and maintain up-to-date customer and contact information. Lead and opportunity synchronization enables better pipeline tracking, while tasks and events synchronization ensures activities and schedules remain aligned. This connector provides enhanced visibility into sales operations, improves operational efficiency, and supports informed decision-making through reliable and synchronized data. Keywords: odoo salesforce connector salesforce odoo integration odoo crm salesforce salesforce data synchronization odoo salesforce sync salesforce erp integration odoo crm connector salesforce sales management odoo sales automation
Odoo Multi-CRM Salesforce Solution facilitates you to connect the Salesforce CRM solution with your Odoo. The module allows you to easily import or export data from Salesforce to Odoo without any hassle.
As its name suggest this module helps to filter accounting reports based on sales person.| Salesperson Filter | Accounting Reports | Statement Reports | Balance sheet | Profit and Loss | Cash Flow Statements | Executive Summary | Tax Report | Audit Report | General Ledger | Trial Balance | Journal Report | Partner Reports | Partner Ledger | Aged Receivable | Aged Payable |Salesperson in Accounting | select salesperson filed in invoice | Odoo Accounting
Sales team incentives for sales person incentives for salesman incentives on sale incentives total sales incentives for sales team apply incentives on sales target incentive for sale target sales commission sales team commission sale commission on sales
Salesman wise outstanding report
Salesperson & Sales Team Target and Achievement based on Invoice
This Module used to add the commission in basic salary according to the total sale amount.
The Salesperson Own Contact module for Odoo restricts salespersons to view and manage only their assigned customers and contacts, ensuring data privacy and controlled access. With this module, sales managers can configure access rights, allowing salespersons to see only their own documents or all documents based on assigned permissions. This enhances security, streamlines sales management, and prevents unauthorized access to customer data, making it ideal for businesses that require role-based access control in their CRM and sales operations.The Salesperson Own Contact module enables salesperson restriction, controlled access, and customer data privacy within CRM and sales operations. It supports sales order management, salesperson assignment, employee access rights, role based control, and secure customer contact management. Key SEO terms include: Salesperson Own Contact, Salesperson Restriction, Salesperson Access Control, Salesperson Customer Management, Salesperson Contact Assignment, Salesperson Document Access, Salesperson Role Based Control, Salesperson CRM Security, Salesperson Data Privacy, Salesperson Controlled Access, Salesperson Contact Visibility, Salesperson Customer Ownership, Salesperson Contact Tracking, Salesperson Contact Management, Salesperson Customer Assignment, Salesperson CRM Access, Salesperson Employee Restriction, Salesperson Document Control, Salesperson Permission Management, Salesperson CRM Module, Salesperson Contact Security, Salesperson Customer Restriction, Salesperson CRM Enhancement, Salesperson Contact Ownership, Salesperson CRM Role Control, Salesperson CRM Assignment, Salesperson CRM Tracking, Salesperson CRM Visibility, Salesperson CRM Restriction, Salesperson CRM Productivity, Salesperson CRM Efficiency, Salesperson CRM Collaboration, Salesperson CRM Monitoring, Salesperson CRM Optimization, Salesperson CRM Accountability, Salesperson CRM Employee Control, Salesperson CRM Employee Assignment, Salesperson CRM Employee Tracking, Salesperson CRM Employee Visibility, Salesperson CRM Employee Ownership, Salesperson CRM Employee Security, Salesperson CRM Employee Management, Salesperson CRM Employee Responsibility, Salesperson CRM Employee Efficiency.