Sales Target Management - Point of Sales
| Technical name | to_sales_target_pos |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/16.0/to_sales_target_pos |
| Read description for | v 15.0 v 10.0 v 12.0 v 11.0 v 13.0 v 14.0 |
| Required Apps | CRM (crm) Invoicing (account) Discuss (mail) Calendar (calendar) Inventory (stock) Point of Sale (point_of_sale) Contacts (contacts) Sales (sale_management) |
| Included Dependencies | Sales Teams Advanced Sales Target Management - Sales Management Sales - Sales Teams Advanced Sales Target |
Description
This module integrates the Sales Target app (to_sales_target) and the Point of Sale app (point_of_sale) allowing you to manage sales targets for sales employees and sales teams in the POS app.
Key features
- Assign a Sales team to the Point of sale (POS).
- Automatically aggregate sales information from the POS app and update it to the Sales Team's target that you specified:
- The total non-invoiced sales of the POS;
- The total invoiced sales of the POS;
- The total sales of the POS, including the invoiced and non-invoiced sales;
- Reached target (in percentage).
Supported Editions
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword to_sales_target_pos.
- Press Install.
Instruction
Instruction video: Sales Target Management - Point of Sales
Assign a Sales team to the Point of sale (POS)
First, you need to Establish sales teams, sales region. And then navigate to the Point of Sale app > Configuration > Point of Sale, select a Point of Sale, press Edit and assign a Sales team for that Point of Sale. After finishing the configuration, press Save.
Note: In order to assign a Sales team to the Point of Sale, you need to have the Administrator access right of the Point of Sale app.
Set up Sales targets on the Point of Sale app
Access the Sales Target app, set up the Sales target for the team that you have assigned.
Press Save and confirm the Sales target.
Note: Sales employees can propose Sales targets to themselves and submit them to the manager for approval. See more instructions at the Sales Target module.
The sales process in Point of Sale
Sales employees start a sales process on the Point of Sale app. They can create an invoice by pressing the Invoice button and then pressing Validate. In case the employee hasn't want to create an invoice yet, they can press Validate right away.
Track and manage Sales Target
Sales from the Point of Sale will be automatically aggregated, and updated to the Sales Target.
- At the Personal Sales Target tab: you can keep track of each employee's Sales Total and the Target Reached.
- At the Sales KPI tab: notice the following criteria:
- Non-invoiced PoS sales.
- Sales team's invoiced sales.
- PoS total sales: Including invoiced and uninvoiced
- Target Reached: the progress of the sales team's target in percentage.
In addition, these sales will also be updated to the Sales Total and Target Reached of the All Channels section. This data is gathered from many different channels (e.g. website, etc.), including the PoS.
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.
The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software.
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.