Denis Vermylen (dve)
eed8a34686
Functional
==========
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
3.2 KiB
Odoo Human Resources
With Odoo Human Resources, manage the most important asset in your company: People
Get all your HR operations managed easily: knowledge sharing, recruitments, appraisals, timesheets, contracts, attendances, payroll, etc.
Each need is provided by a specific app that you activate on demand.
Manage Your Employees
Oversee all important information in your company address book. Some information are restricted to HR managers, others are public to easily look colleagues.
Record employee contracts and get alerts when they have to be renewed.
Streamline Your Recruitment Process
Index resumes, track applicants, search profiles with Odoo HR.
Post job offers and keep track of each application received. Follow applicants in your recruitment process with the smart kanban view.
Save time by automating some communications with email templates. Resumes are indexed automatically, allowing you to easily find for specific profiles.
Enterprise Social Network
Break down information silos. Share knowledge and best practices amongst all employees. Follow specific people or documents and join groups of interests to share expertise and documents.
Interact with your coworkers in real time with website live chat.
Track time and attendances
Keep track of the time spent by project, client or task. It's easy to record timesheets or check attendances for each employee. Get your analytic accounting posted automatically based on time spent on your projects.
Leaves Management
Keep track of the vacation days accrued by each employee. Employees enter their requests (paid holidays, sick leave, etc), for managers to approve and validate. It's all done in just a few clicks. The agenda of each employee is updated accordingly.
Keep Track of Employee Expenses
Get rid of the paper work and follow employee's expenses directly in Odoo. Don't loose time or money by controlling the full flow: expense validation, reimbursement of employees, posting in the accounting and re-invoicing to customers.
Follow Periodic Appraisals
Set-up appraisals plans and/or surveys for your employees and watch their evolution. Define steps for interviews and Odoo will notify managers or subordinates automatically to prepare appraisals. Keep track of the progress of your staff periodically.
Boost Engagement With Gamification
Define clear objective and provide real time feedback
Inspire achievement with challenges, goals and rewards. Define clear objectives and provide real time feedback and tangible results. Showcase the top performers to the entire channel and publicly recognize a job well done.
Leaderboards
Promote leaders and competition amongst sales channel with performance ratios.
Personal Objectives
Assign clear goals to users to align them with the company objectives.
Team Targets
Compare revenues with forecasts and budgets in real time.