This release is a pre-release and may not be stable for production use.
Business Requirement Deliverable CRM
Introduction
This module is part of a set of modules (Business Requirements)
This module adds integration between the CRM and Business Requirement model:
Possibility to link a CRM opportunity to a Master project
Possibility to create a Sales Quotation based on the BR from a Master Project
Configuration
Button to create the SQ in the opportunity is available for sales user or manager
Usage
Link your master project in the CRM lead
Create one or several BR with deliverable lines in the master project.
Click on the button “Generate Quotation from Business Requirement” in the Opportunity
Select update existing or create new one
A quotation is created/updated based on the deliverable lines from all the BR related to the master project
Known issues / Roadmap
Integration with online quotation: add the quotation template in the wizard (currently a workaround is to generate first the quotation, add the template and then regerenate the quotation)
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.
Credits
Contributors
Eric Caudal <eric.caudal@elico-corp.com>
Alex Duan <alex.duan@elico-corp.com>
Xie XiaoPeng <xie.xiaopeng@elico-corp.com>
Victor M. Martin <victor.martin@elico-corp.com>
Maintainer
This module is maintained by the OCA.
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.
To contribute to this module, please visit https://odoo-community.org.
Metadata
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| odoo8_addon_business_requirement_deliverable_crm-8.0.1.0.1.99.dev14-py2-none-any.whl | Python 2 | none | any | Details for odoo8_addon_business_requirement_deliverable_crm-8.0.1.0.1.99.dev14-py2-none-any.whl |
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| Tags | Python 2 |
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