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
34 lines
1.2 KiB
XML
34 lines
1.2 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<data>
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<record id="crm.model_crm_lead" model="ir.model">
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<field name="website_form_default_field_id" ref="crm.field_crm_lead_description" />
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<field name="website_form_access">True</field>
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<field name="website_form_label">Create a lead</field>
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</record>
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<function model="ir.model.fields" name="formbuilder_whitelist">
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<value>crm.lead</value>
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<value eval="[
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'contact_name',
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'description',
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'email_from',
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'name',
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'partner_name',
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'phone',
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]"/>
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</function>
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</data>
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<data noupdate="1">
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<record id="action_open_website" model="ir.actions.act_url">
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<field name="name">Website Contact Form</field>
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<field name="target">self</field>
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<field name="url">/page/contactus</field>
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</record>
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<record id="base.open_menu" model="ir.actions.todo">
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<field name="action_id" ref="action_open_website"/>
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<field name="state">open</field>
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</record>
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</data>
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</odoo>
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