Appointment Opportunity to Quotation
by Viindoo
| Technical name | viin_appointment_sale_crm |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/15.0/viin_appointment_sale_crm |
| Read description for | v 16.0 |
| Required Apps | CRM (crm) Discuss (mail) Invoicing (account) Calendar (calendar) Sales (sale_management) Contacts (contacts) |
| Included Dependencies | Appointment to Sale Order Appointment to Opportunity Appointments Viindoo Base |
Issue
Usually, the customers that book consulting appointments from the website could be potential customers, so the business would like to continue taking care of them to convert them into orders.
With the Appointment to Opportunity module, the system can automatically create opportunities related to the customer's appointments booked from the website. However, these quotations are converted from those opportunities that are not linked directly to the appointments and we could not statistics them.
Solution
This module helps to automatically link quotation created from opportunity to the appointment of the corresponding opportunity. This will help the business easily manage the conversion rate of appointments to quotations/sales orders and track the consultation history of employees with customers.
Editions Supported
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword viin_appointment_sale_crm.
- Press Install.
Instruction
Instruction video: Appointment Opportunity to Quotation.
Activate feature
- You go to Appointments app and navigate Configuration > Settings, select the checkbox for Link Appointment from Opportunity to Quotation/Order.
Automatically links the Appointment with the Quotations
- The Quotation/Sales Order is linked and displayed on the Appointment interface.
- Go to the Quotation/Sales Order interface > Other Info tab, the related appointment information is also automatically filled in. The manager can access this appointment directly.
Track the number of Appointments that are converted to Quotation/Sales Order
- On the appointment list interface, click the Filter button > Add Custom Filter > Sales Order is set, the list will display Appointments associated with Quotes/Sales Orders. From there, you can track the number of appointments converted to quotations/sales orders.
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.