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Recommend products to sell to customer based on history

Project description

Beta License: AGPL-3 OCA/sale-workflow Translate me on Weblate Try me on Runbot

This module adds a recommended products wizard to current sale order.

It is based on recent delivered products, and allows the salesman to quickly know the most sold products for current customer, which results in an easy to use hint to improve sale.

If you want a better mobile usability, the module is ready to use with the ‘web_widget_numeric_step’ module. Just install it and you will get a better numeric input experience.

Table of contents

Configuration

To configure this module you need to:

In sale order product recommendation you can display the product price unit from list price or from last sale order price. To set the default value follow the next steps

  1. Go to Sales > Configuration > Settings > Quotations & Orders.
  2. Assign the desired value to Product recommendation price origin field.
  3. Press Save button to store the change.

Usage

To use this module, you need to:

  1. Create a new sale order.
  2. Assign its customer.
  3. Press Recommended Products button.
  4. Add products into the opened wizard.
  5. Press Accept.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Tecnativa

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

This module is part of the OCA/sale-workflow project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

Project details


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