How to Use:-
In Feedback > Configuration > Template, configure the template..
Into Template configure all the option with appropriate value like Name, Website configuration, Template type and Questions. When you Select the Single Page in Website Configuration then all the Question will come in one page.
In Feedback > Configuration > Feedback Question, Configure the Question with appropriate value like Question, Template, Question type Normal or Widget, Answer Mode Single or Multiple, Question will Optional or Required and If you want to include the comment then enable the Include Comment option.
In Website > Configuration, under the Customer Feedback, set the option for Feedback Template. Based on this configuration the Feedback Questions are display.
Now Go into the website and Click on “Feedback” Menu to Give the Feedback.
Now Click on “Get Started” Button to start feedback.
When you click on Get Started Button Question will come which you configure into the Template.
When you select the Question type Normal and Answer Mode Single Question Will come with radio button and you will submit only one answer.
When you select the Question type Widget Question Will come with Ratings.
When you click on “Submit” button your feedback will submit.
After Submitting the feedback it will Store into the Feedback > Customer Feedback.
When you select the Template type as Product then feedback question will come based on Product.
Configure the Mail template, Send mail after How many days of Customer Purchase the Product, Number of Mail that you want to Send and Interval and Cron will run everyday and send the mail to the customer based on your configuration and customer can give the feedback from mail.
By clicking in Take the Survey button, Feedback will Started and after that same procedure will follow as General Feedback.
How To Use
User need to enable Lots & Serial Numbers and Expiration Dates from Inventory/Settings/Traceability.
After selecting select the “Reporting” tab and then select the “Product Expiry Report” menu to open a wizard.
Enter “Generate Report For(Days)” for display products which are being expiring expiring during entered days.And select “Group By” option by which you want to do group by of data.You can group by(Location) or group by(Category)
If you want to display data of specified location then select locations in “Location” field.If you want to display products of all locations which products are available then select nothing in “Category”. To print report click on “Print PDF” or “Print Excel” button.
Display products which are group by “Location”.
If you want to display data of specified category then select group by(Category) option and select categories in “Category” field.If you want to display products of all categories which products are available then select nothing in “Category”. To print report click on “Print PDF” or “Print Excel” button.
Display data which is group by “Category”.
How To Use
Go to Inventory > Reporting > Non Moving Stock
Define Report Criteria.
Group By product category.
Select the groups from configuration to send the mail to users who belong to that groups.
You can send the email using send mail button.
How to use
In Sales > Configuration, under the Agent Commission, set the option for Commission Calculation, Commission Based on and Apply Commission With. Based on this configuration the commission is calculate and paid.
User can set the order that you want to skip. Based on this configuration the commission is calculate and paid.
In Invoicing > Configuration, under the Agent Commission, set the option for Commission Account. Based on this configuration the commission is paid.
In Products, below the Agent Commission tab, select the Agent and set Compute Price as Fixed price or Percentage. The same configuration is also available in the Product Category and Customer.
If Agent is selected in Sale Order, he will be eligible for commission as per the Configuration.
In Customer > Agent Commission, Configure the Commission Payment type like monthly, quarterly, manually etc.
In Customer > Agent Commission, Configure the Commission Range, If Sale Order amount is between the range then Agent get commission which is configured.
In Sale Order, below the Agent Commission tab, based on the Agent and commission calculation option, Commission is calculated.
If commission is based on ‘Product/Product Category/Agent’, Commission will be calculated for each Order Lines.
Note : If Commission is based on ‘Product/Product Category’, Commission will be calculated as per quantity for each order line.
Into Agent Commission menu, you can see the Commission detail.
By Clicking on the Commission Payment, Vendor Bill can be generated by filterring Commission records.
Here below is the Vendor bill which is generate from the Commission and related payment also be created.
Schedular will run everyday and make the payment based on selected Payment Method(Monthly/Quarterly/Bi-Yearly/Yearly) in Agent form view.
By clicking in Report menu, Commission Payment Report can be generated with having different filters as shown in image.
Here below is the Commission Report for selected Agent(s).
How to use
User can login in app with Self hosted URL, Username, Password and Database. Odoo V12 Enterprise Instance is required.
User can check in with PIN number into the Application. Attendance Entry will be calculated to server once user will check in from Application.
Once check in app will store user location latitude and longitude into odoo server.(Custom module is Required)
This page will show all Projects which are assigned to User.
This page will show all Task which are assigned to User.
Here Task related infomation will be displayed. Like Task status, Related project, Deadline etc.
From here User can create new Tasks
All timesheets related to user will be loaded in this page.
Details of the timesheet will be displayed in this page. Here user can view timesheet related information Like Date, Description, Project, Task etc.
User can new create timesheet from here.
Employee Expenses will be displayed in this page.
Details of the Expenses like Description, Products, Paid by etc will be displayed in this page. User can generate expense report from this page
Expense report will be display in this page.
Here all requested leave from the User will be displayed.
Detailed information of the Leave will be displayed in this page. Like Type of Leave, Duration, Leave description etc.
User can request for the Leave from this page
All Attendance record will be listed here. this list includes Attendance date, Sign-in time , Sign-out time etc.
User can check out from Application using this page. Attendance Entry will be calculated to server once user will Check out from Application.
How to use
User can login with Odoo Url, username, password and Odoo V12 database.
User can see various details like sale, sold products, orders, active sessions, salesperson name who sold highest today, hours in which highest sales, average customer spending and visit as per last 30 days.
User can see customer’s ratio about orders with new customer, orders with existing customer and orders without customer.
User can see top 10 customer’s no. of orders and sales details.
User can see top 10 salesman’s no. of orders and sales details.
User can see top 5 products by quantity.
User can see top 5 products by amount.
User can see top 5 categories by quantity.
User can see top 5 categories by amount.
User can see monthly sales report.
User can see yearly sales report.
User can see sales and order details according it’s status.
User can see hourly comparison of today and last 7th day of week.
User can see hourly sale by today or selected date.
User can see weekly sales comparison of current week with last week.
User can see sales and order details of current week by weekdays.
User can see payment information according to various accounting journal.