Multi-Currency Management on Opportunities
Add the notion of expected amount in group currency on opportunity. Then, you have a global overview of your expected revenus at the group level.
| : V12 |
| Environment: Enterprise |
Multi-Currency Management on Opportunities
Add the notion of expected amount in group currency on opportunity. Then, you have a global overview of your expected revenus at the group level.
| :V12 |
| Environment:Enterprise |
STORY BEHIND THE FEATURES
ODOO BEHAVIOR
Odoo manages multi-currencies but not multi-currencies reports (Opportunity, Sales order, P&L,...). For the CRM, Odoo proposes to put opportunity in local currencies but when you log at the parent company, it does not convert the opportunity amount to the group currency.
CLUEDOO BEHAVIOR
We add the notion of Opportunity expected amount in Group currency in order to be able to make report for each entity or for the group, both on the opportunity amount and on the expected amount.
MODULE+
A must if you have a multi-company CRM with different company currencies.
CLUEDOO RECOMMENDATION
Installation: when you have a multi-company CRM with different company currencies.
Recommendations / Best practice: the module call the amount in company currency only on the Kanban view by default. When you are on other view (pivot,..), you can search for this field (in measure for instance).
OUR FEATURES AS SOLUTION
Manage multi-currency on CRM
HOW TO USE THIS MODULE ?
Dependencies
Group Currency Amount
1
Go to Setting → General Setting – set multi companies and multi currencies. Then set YourCompany as parent company for Our Company (child). Fill in the currency, parent company, IFRS currency.
2
On Our Company, go to CRM, create new Pipeline, put in the expected revenue and choose a company. We can see the expected revenue in company's currency and the converted amount in IFRS currency
3
On CRM Pipeline, you can also see the expected revenue in company's currency and group currency.
