Rule Salesperson Receivables Follow-up
by Viindoo
| Lines of Code | 436 |
| Technical name | viin_account_followup_sale |
| License | OPL-1 |
| Website | https://viindoo.com/apps/modules/17.0/viin_account_followup |
| Read description for | v 16.0 v 18.0 |
| Required Apps | Invoicing (account) Discuss (mail) |
| Included Dependencies | Receivables Follow-up |
Let salespeople chase their own customers
Follow-up records visible to the salesperson responsible for the customer - so collection is not one person's inbox.
Rule Salesperson Receivables Follow-up (technical name viin_account_followup_sale) is an Odoo 17.0 app for Odoo Community and Odoo Enterprise and Viindoo Cloud, built for salesperson, credit control, sales manager, finance.
At a Glance
The facts of Rule Salesperson Receivables Follow-up, version 1.0.1, in one place. Published by Viindoo.
How It Works
Two screens.
The follow-ups a salesperson sees
Their own customers, with the overdue balance and the level reached.
Their orders
The same accounts they sell to - now with the collection state in view.
What You Get
Follow-up records scoped to the salesperson responsible
Credit control keeps the full list
Uses the sales team and salesperson already on the customer
No extra accounting rights granted
Works with the automatic and manual reminder modes
Nothing changes about the follow-up levels themselves
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 orders
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.
A salesperson sees the follow-up, not the ledger.
A customer without one stays with credit control.
Timing and templates are the follow-up app's.
Collecting is expected; paying for it is a different decision.
Works Well With
Apps from the same stack, built to fit this one:
Who Should Use Rule Salesperson Receivables Follow-up?
Salesperson
Sees which of their own customers are overdue.
Credit control
Delegates the first call without delegating the ledger.
Sales manager
Reads collection as part of account health.
Finance
Gets more of the chasing done.
Frequently Asked Questions
What does Rule Salesperson Receivables Follow-up do?
Follow-up records visible to the salesperson responsible for the customer - so collection is not one person's inbox.
What does Rule Salesperson Receivables Follow-up not do?
It does not grant accounting access. A salesperson sees the follow-up, not the ledger. Scope follows the customer's salesperson. A customer without one stays with credit control. It does not change the levels. Timing and templates are the follow-up app's. It is not a commission rule. Collecting is expected; paying for it is a different decision.
Who is Rule Salesperson Receivables Follow-up for?
Salesperson: Sees which of their own customers are overdue. Credit control: Delegates the first call without delegating the ledger. Sales manager: Reads collection as part of account health. Finance: Gets more of the chasing done.
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: viin_account_followup, sale. Odoo installs them with it.
How do I set it up?
Two screens.
What works well with it?
Follow-up (viin_account_followup): The collection process itself. Sales Teams Advanced (to_sales_team_advanced): Who owns which customer. Sales figures (viin_sale): The orders behind the balance.
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 viin_account_followup_sale; pre-sales questions go to sales@viindoo.com.
See Rule Salesperson Receivables Follow-up in Action
Live demo: v17demo-int.viindoo.com/web#action=viin_account_followup.action_followup_report
Need help with Rule Salesperson Receivables Follow-up?
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
1.0.1 - Latest on the 17.0 line
- Follow-up visibility follows the customer's salesperson.
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.