Sales Target Management - Point of Sales
| Lines of Code | 703 |
| Technical name | to_sales_target_pos |
| License | OPL-1 |
| Website | https://viindoo.com/apps/modules/17.0/to_sales_target_pos |
| Read description for | v 10.0 v 11.0 v 12.0 v 13.0 v 14.0 v 15.0 v 16.0 v 18.0 |
| Required Apps | CRM (crm) Invoicing (account) Discuss (mail) Calendar (calendar) Inventory (stock) Contacts (contacts) Sales (sale_management) |
| Included Dependencies | Sales Target Sales Target Management - Sales Management Sales Teams Advanced Sales - Sales Teams Advanced |
POS sales counted in personal and team sales targets
Invoiced and non-invoiced POS orders are added to personal and team targets with their own totals, counts and buttons; teams list their points of sale and POS orders carry the team.
Sales Target Management - Point of Sales (technical name to_sales_target_pos) is an Odoo 17.0 app for Odoo Community and Odoo Enterprise and Viindoo Cloud, built for sales manager.
At a Glance
The facts of Sales Target Management - Point of Sales, version 1.0.2, in one place. Published by Viindoo.
How It Works
Assign points of sale to teams.
Personal target
POS sales.
Team target
POS totals.
Order
Team.
Team
Its shops.
What You Get
POS orders in targets
Invoiced and non-invoiced split
Team per point of sale
Reached percentage
What This App Does Not Do
Read this before you buy. Everything below is something the app deliberately leaves to another app or to you.
Required.
Works Well With
Apps from the same stack, built to fit this one:
Who Should Use Sales Target Management - Point of Sales?
Sales manager
The shop counts toward the Point of Sale team target.
Frequently Asked Questions
What does Sales Target Management - Point of Sales do?
Invoiced and non-invoiced POS orders are added to personal and team targets with their own totals, counts and buttons; teams list their points of sale and POS orders carry the team.
What does Sales Target Management - Point of Sales not do?
Targets themselves come from Sales Targets. Required.
Who is Sales Target Management - Point of Sales for?
Sales manager: The shop counts toward the Point of Sale team target.
Which Odoo version and editions does it support?
Odoo 17.0 - Odoo Community, Odoo Enterprise, Viindoo Cloud. Upgrades to a newer Odoo series are a separate purchase for that series.
What does it depend on?
It installs on top of: to_sales_target_sale, pos_sale. Odoo installs them with it.
How do I set it up?
Assign points of sale to teams.
What works well with it?
Sales Targets - Sales (to_sales_target_sale): Required. POS - Sales (pos_sale): Required.
Can I try it before buying?
Yes - the Live Preview button at the top of this page opens the module's own screen on a working database.
How do I get support?
Write to apps.support@viindoo.com with your Odoo version and the technical name to_sales_target_pos; pre-sales questions go to sales@viindoo.com.
See Sales Target Management - Point of Sales in Action
Live demo: v17demo-int.viindoo.com
Need help with Sales Target Management - Point of Sales?
For questions, implementation support or a custom feature, contact Viindoo.
Pre-Sales & Partnership
sales@viindoo.comUpgrades to a newer Odoo series are a separate purchase for that series.
All Viindoo apps: apps.odoo.com/apps/modules/browse?author=Viindoo
Technical Requirement
Changes log
1.0.2 - Latest on the 17.0 line
- Aligned with the 17.0 models and views.
Installation
- Navigate to Apps.
- Search with keyword to_sales_target_pos.
- Press Install.
Instruction
Instruction video: Sales Target Management - Point of Sales
Assign a Sales team to the Point of sale (POS)
First, you need to Establish sales teams, sales region. And then navigate to the Point of Sale app > Configuration > Point of Sale, select a Point of Sale, press Edit and assign a Sales team for that Point of Sale. After finishing the configuration, press Save.
Note: In order to assign a Sales team to the Point of Sale, you need to have the Administrator access right of the Point of Sale app.
Set up Sales targets on the Point of Sale app
Access the Sales Target app, set up the Sales target for the team that you have assigned.
Press Save and confirm the Sales target.
Note: Sales employees can propose Sales targets to themselves and submit them to the manager for approval. See more instructions at the Sales Target module.
The sales process in Point of Sale
Sales employees start a sales process on the Point of Sale app. They can create an invoice by pressing the Invoice button and then pressing Validate. In case the employee hasn't want to create an invoice yet, they can press Validate right away.
Track and manage Sales Target
Sales from the Point of Sale will be automatically aggregated, and updated to the Sales Target.
- At the Personal Sales Target tab: you can keep track of each employee's Sales Total and the Target Reached.
- At the Sales KPI tab: notice the following criteria:
- Non-invoiced PoS sales.
- Sales team's invoiced sales.
- PoS total sales: Including invoiced and uninvoiced
- Target Reached: the progress of the sales team's target in percentage.
In addition, these sales will also be updated to the Sales Total and Target Reached of the All Channels section. This data is gathered from many different channels (e.g. website, etc.), including the PoS.
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.