Denis Vermylen (dve)
eed8a34686
Functional
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Sales teams become sales channels. Their dashboard cards now include a graph
displaying customizable data for managers (comparable to those in accounting).
By default, you now have the following sales channels (non-demo):
Direct Sales (with installation of crm or sale)
Sales Channel type: Sales
Works same as before, what's changed is:
- their cards display one big button directing to the start of their
workflow
- the links on the right-hand side have been reworked, and are only
displayed when there is at least one item requiring attention.
- 'More' tab remains unchanged.
Website (with installation of website_sale)
Sales Channel type: Website
Differences lies in the links displayed in the dashboard card:
- it displays abandoned carts, awaiting payments and payments to capture
Default Channel linked to all sales made from the eCommerce.
Point of Sale (with installation of sale and point_of_sale
-> auto-installs pos_sale)
Sales Channel type: Point of Sale
Linked to pos.configs and their pos.sessions and pos.orders.
- only links to their linked pos.config dashboard and open sessions
- can't use opportunities, lead or invoicing and can only display
pos.order data in the graph.
Default Channel linked to the default pos.config.
Technical
=========
- Add a channel type: sales, pos, website that have different actions/settings
- Add a graphs to the kanban cards in the sales/crm dashboard, configurable in
the form view in the new dashboard page.
- Rename sales teams to sales channels, rename and add default and demo sales
channels
- Change dashboard links depending on the channel type and add a related
computed fields on crm.team
- Rename strings and improve channel form view.
- Leads are now checked by default once activated for 'sales' type channels
- Disable checking "leads" without using "opportunities".
- Hide invoicing and invoicing target depending on channel type.
- Move currency_id to sales_team
43 lines
2.0 KiB
XML
43 lines
2.0 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<data noupdate="1">
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<record id="sales_team.team_sales_department" model="crm.team">
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<field name="use_opportunities">True</field>
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<field name="use_leads">True</field>
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<field name="alias_name">sales</field>
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<field name="dashboard_graph_model">pipeline</field>
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</record>
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<!--default alias for leads-->
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<record id="mail_alias_lead_info" model="mail.alias">
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<field name="alias_name">info</field>
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<field name="alias_model_id" ref="model_crm_lead"/>
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<field name="alias_user_id" ref="base.user_root"/>
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<field name="alias_parent_model_id" ref="model_crm_team"/>
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</record>
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<!-- notify all employees of module installation -->
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<record id="module_install_notification" model="mail.message">
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<field name="model">mail.channel</field>
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<field name="res_id" ref="mail.channel_all_employees"/>
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<field name="message_type">email</field>
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<field name="subtype_id" ref="mail.mt_comment"/>
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<field name="subject">CRM application installed!</field>
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<field name="body"><![CDATA[<p>From the top Sales menu you can track leads and opportunities, get accurate forecast on your sales pipeline, plan meetings, get realtime statistics and efficiently organize the communication with your prospects.</p>
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<p>To manage quotations and sales orders, install the "Sales Management" application.</p>]]></field>
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</record>
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<!-- opportunities' lost causes -->
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<record id="lost_reason_1" model="crm.lost.reason">
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<field name="name">Too expensive</field>
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</record>
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<record id="lost_reason_2" model="crm.lost.reason">
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<field name="name">We don't have people/skills</field>
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</record>
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<record id="lost_reason_3" model="crm.lost.reason">
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<field name="name">Not enough stock</field>
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</record>
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</data>
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</odoo>
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