Archives
Sales Management
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Re: Sales Management
the jumbo to be used is the jumbo 979Cs. Thanks
by Lisa-Ann Malcolm - 03:04 - 5 Jun 2020 -
Re: Sales Management
thanks @Yamini Gupta Singh . we'll work with it as is for now
by Kirk DaCosta - 12:19 - 5 Jun 2020 -
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Quotation Template Product Query
@Kirk DaCosta - In products we are able to see [JUMBO10X900] JUMBO CHICKEN FRANKS. But however while creating the template it is not appearing. Please confirm
by Yamini Gupta Singh - 03:34 - 3 Jun 2020 -
Not Able to see Salesperson in Oddo
@Kirk DaCosta - We are unable to see Jason, Jamel, Claire and Peta-Gaye in Oddo.
Could you please check and confirm.
by Yamini Gupta Singh - 12:46 - 2 Jun 2020-
Re: Not Able to see Salesperson in Oddo
You won't see them as salesperson. You will see Sales Teams with thrir names.On Tue, Jun 2, 2020, 12:46 PM Yamini Gupta Singh <[email protected]> wrote:@Kirk DaCosta - We are unable to see Jason, Jamel, Claire and Peta-Gaye in Oddo.
Could you please check and confirm.Sent by Old MacDonald Farms (Jamaica) Ltd. using Odoo.
by Kirk DaCosta - 03:45 - 2 Jun 2020
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Re: Sales Management
@Yamini Gupta Singh please use this sheet to update the order templates for Jason, Jamel and Peta-Gaye
and then Next week offshore should be creating quotations for Kadesha, Jason, Jamel, Claire and Peta-Gaye. We will need to review the customers of Buddington and the Office to see what makes sense for those
by Kirk DaCosta - 02:48 - 29 May 2020 -
Re: Sales Management
@Lisa-Ann Malcolm - @Yamini Gupta Singh and team will see about entering Jason's quotations early Monday morning our time
by Kirk DaCosta - 02:46 - 29 May 2020 -
Re: Sales Management
@Yamini Gupta Singh - These Quotation Templates also need to be created
by Kirk DaCosta - 12:20 - 29 May 2020 -
Offshore to enter Quotations for Active customers covered by "Central (Jason Taylor)" Sales Team
@Yamini Gupta Singh -
Beginning immediately, each week when preparing quotations the offshore team should generate quotations for customers with Sales Team = "Central (Jason Taylor)" in addition to the quotations generated for Kadesha's customers
As with Kadesha's customers, there exists a quotation template for each customer, with the name of the Quotation Template matching the name of the customer.
the quotation templates should be updated such that they list the products and quantities shown on the attached spreadsheet:
by Kirk DaCosta - 08:30 - 28 May 2020 -
Customer Cleanup
@Kadesha Walker , we are reassigning customers to different sales reps as follows
ERROL and Kemar Cope to Western
Master Mac St Ann and Discovery Bay Wholesale to Peta Gaye
Let @Jhinell Johnson Jhinell Johnson or I know if this is not correct and we'll put it back
by Kirk DaCosta - 04:06 - 28 May 2020 -
Price List Cleanup
@Jhinell Johnson -
Take a look at this spreadsheet - https://drive.google.com/file/d/1Uy-E6WusX7Pk9nHYCrs2QRHAxIihdNyD/view?usp=sharing
Let's make sure customers are associated with their correct pricelist. For example, many customers are using Ho's pricelist.
When you have time we can go through the list and update the customers so the information is correct. If we do that, then you shouldn't have to update the prices when completing the order entry or invoicing unless you are giving a one-time discount.
by Kirk DaCosta - 06:07 - 20 May 2020 -
Re: Sales Management
@Kadesha Walker -
I did an update to associate each customer with a "sales team" in odoo based on their current Sales Rep ID/ Region. With this in place, we should be able to use the sales dashboard/ reporting to see our performance by rep/ zone simply based off what gets ordered/ invoiced.
We will still have to do our KG reports for now, and margin won't make sense until we have costing in place, but now that we have the sales team set up, what's shown on these screens should update automatically
you can see which customers are assigned to which sales rep/ sales team here - https://docs.google.com/spreadsheets/d/1gztvsunLLKoLUzdbbssvHs0LVtS5wyQO/edit#gid=1997589367
you can see a list of customers who are not assigned to a team here - https://docs.google.com/spreadsheets/d/1gztvsunLLKoLUzdbbssvHs0LVtS5wyQO/edit#gid=533415708&fvid=658780892
if the customer should be assigned to a specific team, you can edit the customer in Odoo to update the Sales Team field. I added it to the customer screen on the "Sales and Purchases" tab
by Kirk DaCosta - 05:43 - 20 May 2020