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Sales Target Management for SalesPerson in Odoo
Our all-inclusive Odoo –
Sales Target Management for SalesPerson sales Manager can easily set sales target from
salesperson .Sales Manager can assign Currency for the Sales Target.The Salesperson can view only own
sales target details and achivements.Sales manager can set target point on Sales Order Confirmation,
Invoice Validation and Invoice Paid. Sales Total for the period of the sales target.Target Reached (in
percentage (%), based on the sales of sales orders confirmation).Invoiced Total during the target
period.Target Reached (in percentage (%), based on the invoice validation and invoice paid).Theoretical
achivement amount vs Actual achivement amount.Theoretical achivement percentage vs Actual achivement
percentage.Email notification with proper traget details.(Manually, Confirm Sales Target, Close Sales
Target).Works in Multi-Company and Multi-Currency Environment.
Sales Target Management for Salesperson in Odoo
- Sales Target Configuration by Sales Manager
- Salesperson Target Visibility
- Target Setting Based on Different Criteria
- Sales and Achievement Tracking
- Email Notifications & Status Updates
- Multi-Company & Multi-Currency Support
Complete Workflow for Sales Target Management for Salesperson in Odoo
First the Sales Manager needs to set up sales targets for salespersons. The Sales Manager can assign Currency for the Sales Target. After that, salespersons can view their targets and track their achievements.
Manage Sales Target for SalesPerson Basic Setting
1. Only Sales Manager can Create Sales Target for Sales persons.
2. Validation... Target amount should be greater than 0(Zero).
3. Here, We have 3 target points- Sale Order Confirm- Invoice Validation- Invoice Paid
4. Once Manage confirm the Sales Target. Salesperson get the email notification.After Sales Target confirmation, all fields values are readonly.
5. Target Point : Sale Order Confirm, Once Salesperson confirm any Quotation(Sales Order) between sales target start date and end date,it will automatically reflect in Sales Target record..
6. User try to create 'Target Point : Sale Order Confirm' with same sales person for same date range then raise warning..
7.Theoretical Achivement.
8. Target Point : Invoice Validation,Once Salesperson validate any Invoice between sales target start date and end date,it will automatically reflect in Sales Target record.
9. User try to create 'Target Point : Invoice Validation or Paid' with same sales person for same date range then raise warning.
10. Target Point : Invoice Paid, Once any Invoice is paid of that salesperson between sales target start date and end date,it will automatically reflect in Sales Target record.
11. Validation... User can close sales target after End Date.
12. Once manager close the sales target, state will be change to Close and salesperson get the email notification.
13. Email notification manually : Manager can send email manually from Send Mail button to Salesperson.
14. Access Rights : Salesperson can view only own sales target.
Our solutions focus on your problems
- Odoo Implementation
- Odoo Customization
- ERP Development and Implementation
- Odoo Ipass Cloud
- AI for Odoo
- Odoo Apps
- Aws Marketplace Products
- Business Engines
Our Pricing includes User Manual, 90 Days Support (Monday-Friday 10am to 7pm IST) and One time Setup
• Works & tested on standard installations of Odoo with
no third party apps,
• Free support only for odoo installations with no third party apps,
•
Paid support availaible for Odoo installations with third party apps.
Prefortune Technologies LLP.
Prefortune is a Odoo Official Partner, Odoo Development company. Our philosophy is to use Open Source tools and technologies to provide cost effective and green solutions for our customers.
Prefortune Technologies LLP is Working on web development, Mobile development, and Odoo ERP. It is the top outsourcing software company based on the creation of e-Commerce applications and Odoo.
If you need any help or want more additional features, you may contact us through:
Our solutions focus on your problems
- Odoo Implementation
- Odoo Customization
- ERP Development and Implementation
- Odoo Ipass Cloud
- AI for Odoo
- Odoo Apps
- Aws Marketplace Products
- Business Engines
Our Pricing includes User Manual, 90 Days Support (Monday-Friday 10am to 7pm IST) and One time Setup
• Works & tested on standard installations of Odoo with no third party apps,
• Free support only for odoo installations with no third party apps,
• Paid support available for Odoo installations with third party apps.
Prefortune is a Odoo Official Partner, Odoo Development company. Our philosophy is to use Open Source tools and technologies to provide cost effective and green solutions for our customers.
Prefortune Technologies LLP is working on web development, Mobile development, and Odoo ERP.
If you need any help or want more additional features, you may contact us through:
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