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Affiliate Sale CRM Integration
by Viindoo
| Technical name | viin_affiliate_sale_crm |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/15.0/viin_affiliate_sale_crm |
| Read description for | v 16.0 v 17.0 |
| Required Apps | CRM (crm) Discuss (mail) Purchase (purchase) Invoicing (account) Calendar (calendar) Sales (sale_management) Contacts (contacts) |
| Included Dependencies | Affiliate Management Affiliate CRM Integration Purchase Customization Sales with Affiliates |
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.
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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.
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.