Sales by Business Unit
Propose a dedicated menu by Sales Business Type
Sales by Business Unit
Propose a dedicated menu by Sales Business Type
STORY BEHIND THE FEATURES
ODOO BEHAVIOUR
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CLUEDOO BEHAVIOUR
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MODULE +
<input>CLUEDOO RECOMMENDATION
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OUR FEATURES AS SOLUTION
Business Type for Sales
Manage your sales transaction for each business type
HOW TO USE THIS MODULE ?
Dependencies
Business Unit Management
1
Go to Settings > Users & Companies > Business Type. Create a new business type, give the name then set prefix and suffix.
2
We can also create menu for this business type
3
Create menu name, select menu action and parent menu (where the menu will be shown up)
4
After creating business type, on user, set Allowed Business Type
5
Now go to Sales > Orders, we can find the menu of the business type that we just created
6
Create a quotation on Multi-Sales menu, the user can only create with allowed business type, and sequence of the quotation is the sequence based on the business type