Demo video: Affiliate Sale CRM Integration
What it does
Problems:
- Wasting time manually assigning Affiliates to each opportunity they bring;
- Causing confusion in determining which opportunity belongs to the Affiliate, leading to errors in the assessment of the number of sales orders and the working capacity of each Affiliate.
This module will help you:
- Reduce software operations and make business processes more flexible;
- Manage easily opportunities, sales and accurately track the potential of each Affiliate.
Key Features
Assign Affilicate Code automatically when creating a Quote from that Opportunity.
Editions Supported
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword viin_affiliate_sale_crm.
- Press Install.
Instruction
Instruction video: Affiliate Sale CRM Integration
- To link affiliate information between the opportunity and the quotation, in the Affiliate Information tab on the opportunity, select the Affiliate code.
- When a customer requests to send a quotation for reference, you click New quotation right on the opportunity. The affiliate information from the opportunity will now be automatically filled in the AffCode field on the quotation.
This software and associated files (the "Software") may only be
used
(executed, modified, executed after modifications) if you have
purchased a
valid license from the authors, typically via Odoo Apps,
or if you
have
received a written agreement from the authors of the
Software (see the
COPYRIGHT file).
You may develop Odoo modules that use the Software as a library
(typically
by depending on it, importing it and using its
resources), but
without
copying any source code or material from the
Software. You may distribute
those modules under the license of your
choice, provided that this
license
is compatible with the terms of
the Odoo Proprietary License (For
example:
LGPL, MIT, or proprietary
licenses similar to this one).
It is forbidden to publish, distribute, sublicense, or sell
copies of the
Software or modified copies of the Software.
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IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF
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