Affiliate Sale CRM Integration
by Viindoo
| Lines of Code | 408 |
| Technical name | viin_affiliate_sale_crm |
| License | OPL-1 |
| Website | https://viindoo.com/apps/modules/18.0/viin_affiliate_sale_crm |
| Read description for | v 15.0 v 16.0 v 17.0 |
| Required Apps | CRM (crm) Invoicing (account) Discuss (mail) Calendar (calendar) Contacts (contacts) |
| Included Dependencies | Affiliate Management Viindoo Base Accounting Foundation Sales with Affiliates Affiliate CRM Integration |
Affiliate Sale CRM Integration
Affiliate Sale CRM Integration. Automatically attach the affiliate code to the sale order when creating a quotation from a lead.
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.
Key Features
Built natively on Odoo/Viindoo to streamline real business operations:
Assign *Affilicate Code* automatically when creating a Quote from that Opportunity
Choose the Affiliate code on the opportunity
Affiliate code is automatically filled in the quote
See Affiliate Sale CRM Integration in Action
See how this module solves real business problems in a working Viindoo environment.
Need help with Affiliate Sale CRM Integration?
For questions, implementation support, or consulting services, contact Viindoo.
Pre-Sales & Partnership
When contacting us, please include:
- Odoo/Viindoo version (CE/EE).
- Number of users and business scope.
- Other modules currently in use.
Technical Support
For faster troubleshooting, please provide:
- Order number or app reference.
- Odoo/Viindoo version & edition.
- Steps to reproduce the issue.
- Screenshots/logs if available.
Technical Requirement
Who Should Use This Module?
Built for teams that need this capability fully integrated into their Odoo/Viindoo stack.
Executives & Business Owners
Need clear visibility into operations and a stack that scales without bespoke development.
Operations / Department Leaders
Want to streamline daily workflows, remove manual handoffs, and keep data consistent across teams.
Implementers & Odoo Partners
Looking for production-ready Viindoo modules to deliver projects faster and at lower risk.
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.
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.
