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
18 lines
620 B
XML
18 lines
620 B
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="base.user_demo" model="res.users">
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<field name="groups_id" eval="[(4,ref('sales_team.group_sale_salesman'))]"/>
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</record>
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<record id="sales_team.team_sales_department" model="crm.team">
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<field name="member_ids" eval="[(4, ref('base.user_demo'))]"/>
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</record>
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<record id="sales_team.crm_team_1" model="crm.team">
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<field name="use_opportunities">True</field>
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<field name="dashboard_graph_model">pipeline</field>
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</record>
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</data>
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</odoo>
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