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Sales Management
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
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