Sales - Sales Teams Advanced
| Lines of Code | 1283 |
| Technical name | to_sales_team_advanced_sale |
| License | OPL-1 |
| Website | https://viindoo.com/apps/modules/17.0/to_sales_team_advanced_sale |
| 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 | Invoicing (account) Discuss (mail) |
| Included Dependencies | Sales Teams Advanced |
| Extensions | Sales Target Management - Sales Management |
Orders and invoices that know their region
Every quotation, order and customer invoice carries its sales region, team leader and regional manager - and the record rules make sure each of them sees exactly their own slice.
Sales - Sales Teams Advanced (technical name to_sales_team_advanced_sale) is an Odoo 17.0 app for Odoo Community and Odoo Enterprise and Viindoo Cloud, built for salesperson, team leader, regional manager, sales director.
At a Glance
The facts of Sales - Sales Teams Advanced, version 1.0.0, in one place. Published by Viindoo.
How It Works
Three screens.
The region lands on the order
Taken from the team, editable where it should be, and passed to the invoice when the order is billed.
Analysis by region
The group-by is added to the standard analysis, so the report your team already uses answers a new question.
The same question on the invoices
Because the fields travel to the invoice, billed revenue splits by region the same way ordered revenue does.
The structure itself
Regions, their managers and their assistants - maintained in Sales configuration, shared with CRM.
What You Get
Sales Region, Team Leader and Regional Manager on the sales order and on the customer invoice
Carried from the order into the invoice it produces, so the analysis agrees on both sides
Group Sales Analysis and Invoice Analysis by region, leader or regional manager
Record rules per role: own documents, team documents, region documents - read and write, never delete
Salesperson and team fields restricted to what the current user may actually assign
Regions nest, so a manager of Americas also sees the sub-regions under it
More Screens
Everything below was taken on a database seeded with real business data, on this series - not a mock-up and not a screenshot from an older version.
Sales regions
An order with its region
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.
It gives the dimension a commission scheme would be paid on.
They are shown in developer mode; the Sales Region is the field a user reads and edits.
They read and write within their scope - deletion stays with the administrator, on purpose.
A document whose team has no region has no region either; the structure is configured once, on the teams.
Works Well With
Apps from the same stack, built to fit this one:
Sales Teams Advanced
The regions, leaders and rules this bridge applies to Sales.
to_sales_team_advancedCRM - Sales Teams Advanced
The same structure on leads and opportunities.
to_sales_team_advanced_crmWho Should Use Sales - Sales Teams Advanced?
Salesperson
Works as before; the region fills itself in from the team.
Team leader
Sees and edits the team's orders without being given the whole company.
Regional manager
Sees every team in the region, including the ones nested under it.
Sales director
Reads the pipeline by region rather than by a naming convention.
Frequently Asked Questions
What does Sales - Sales Teams Advanced do?
Every quotation, order and customer invoice carries its sales region, team leader and regional manager - and the record rules make sure each of them sees exactly their own slice.
What does Sales - Sales Teams Advanced not do?
It does not compute commission. It gives the dimension a commission scheme would be paid on. Team Leader and Regional Manager are technical fields on the documents. They are shown in developer mode; the Sales Region is the field a user reads and edits. No delete rights are granted to leaders or regional managers. They read and write within their scope - deletion stays with the administrator, on purpose. The region comes from the team. A document whose team has no region has no region either; the structure is configured once, on the teams.
Who is Sales - Sales Teams Advanced for?
Salesperson: Works as before; the region fills itself in from the team. Team leader: Sees and edits the team's orders without being given the whole company. Regional manager: Sees every team in the region, including the ones nested under it. Sales director: Reads the pipeline by region rather than by a naming convention.
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_team_advanced, sale. Odoo installs them with it.
How do I set it up?
Three screens.
What works well with it?
Sales Teams Advanced (to_sales_team_advanced): The regions, leaders and rules this bridge applies to Sales. CRM - Sales Teams Advanced (to_sales_team_advanced_crm): The same structure on leads and opportunities. Sales Target Management (to_sales_target): Targets to measure each region against.
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_team_advanced_sale; pre-sales questions go to sales@viindoo.com.
See Sales - Sales Teams Advanced in Action
Live demo: v17demo-int.viindoo.com/web#action=sale.action_order_report_all
Need help with Sales - Sales Teams Advanced?
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
1.0.0 - Latest on the 17.0 line
- Region, team leader and regional manager are stored on the order and copied to the invoice.
- Sales Analysis and Invoice Analysis group by all three.
- Salesperson and team selections are restricted to what the current user is allowed to assign.
Installation
- Navigate to Apps.
- Search with keyword to_sales_team_advanced_sale.
- Press Install.
Instructions
Instruction video: Sales - Sales Teams Advanced
1. Create and configure Sales Region, Sales Teams
For more information, read the Establish sales teams and sales regions article.
2. Create quotations/sales orders
For more information, read the How to create sales quotation and sales order article.
In the Other Info tab, you will be able to view the following information:
- Team Leader: Leader of the salesperson;
- Sales Region: The region that this sales team belongs to;
- Regional Manager: Respective sales manager of this region.s
3. Access rights to quotations/sales orders
With the above configuration:
Employee B is a part of the sales team with Employee A as the team leader; The above sales team belongs to the North sales region led by the regional manager. Therefore:
- Employee B can only view the quotations/sales order where they are the salesperson:
- Employee A (Team Leader) will be able to view their quotations/sales orders and the ones of Employee B, or the unassigned quotations/sales order.
- The Regional Manager will be able to view all the quotations/sales orders of the sales teams belonging to the sales region that they are in charge of.
4. Add filter/grouping tool by criteria such as Sales Region, Team Leader, and Regional Manager on the list of quotations/sales orders, invoices, and reports
Quotations/Sales Orders
Invoices
Reports
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).
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