Sales by Business Unit

Propose a dedicated menu by Sales Business Type

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    STORY BEHIND THE FEATURES

    ODOO BEHAVIOUR

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    CLUEDOO BEHAVIOUR

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    MODULE +
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    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 ?

    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