78 lines
2.6 KiB
ReStructuredText
78 lines
2.6 KiB
ReStructuredText
Sale Opportunity Module
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#######################
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The sale_opportunity module defines the lead/opportunity model.
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Lead/Opportunity
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The lead and opportunity are defined by the same record but with different state.
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Depending on the state, fields of the record become mandatory. Here is the
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extensive list of the fields, most of them are optional:
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- Party: The customer.
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- Contact: The contact who placed the order.
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- Address: The main address of the customer.
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- Description: The description of the lead/opportunity.
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- Number: The internal reference of the lead/opportunity (will be generated
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automatically at creation).
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- Reference: The optional external reference of the order.
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- Amount: The estimated revenue amount.
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- Currency: Define the currency of the amount.
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- Probability: The probability of conversion.
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- Company: The company which issue the lead/opportunity.
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- Employee: The employee responsible of the lead/opportunity.
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- Start Date: When the lead started.
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- End Date: When the lead ends (automatically set on win, cancel or lost).
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- Payment Term: Define which payment term will be used for the future invoice.
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- Comment: A text field to add custom comments.
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- State: The state of the lead/opportunity. May take one of the following
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values:
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- Lead
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- Opportunity
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- Converted
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- Won
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- Cancelled
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- Lost
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- Lines: A list of *Lead/Opportunity* line
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- Sales: The list of sales converted from this opportunity.
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- History: The list of changes made over time to the lead/opportunity.
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The first time an opportunity is converted, a sale is created base on the
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information of the opportunity and the lines.
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The amount of the opportunity is later updated with the sales amount.
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Once all the sales of an opportunity are confirmed (or cancelled with at least
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one confirmed), the opportunity is won.
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If all the sales of an opportunity are cancelled than the opportunity is lost.
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Lead/Opportunity Line
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A lead/opportunity line define a quantity of product that are expected to be sold.
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Reports
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*******
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The sale_opportunity module defines also some reports:
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- Opportunities per Employee.
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- Opportunities per Month.
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- Opportunities per Employee per Month.
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which all show:
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- The number of leads/opportunities.
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- The number of converted opportunities.
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- The convertion rate.
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- The number of won opportunities.
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- The winning rate.
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- The number of lost opportunities.
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- The total amount of leads/opportunities.
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- The total amount of converted opportunities.
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- The convertion amount rate.
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- The total amount of won opportunities.
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- The winning amount rate.
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