コンテンツへスキップ

Add "Salesperson/ Buyer" on Analytic Distribution Models

Add "Salesperson/ Buyer" on Analytic Distribution Models
85.91 € 85.91 € (税抜)
US$ 100.00 (税抜)

  • バージョン
利用規約
30日間返金保証
配送: 2-3 営業日内
バージョン: V19

ODOO'S FUNCTION

In Odoo, Analytic Distribution Models automate entries based on Partner, Product, or Account, but lack a Salesperson/Buyer criterion. This prevents businesses from automatically allocating costs or revenues to specific staff members, leading to manual distribution and potential tracking errors in commission or departmental reporting.

CLUEDOO'S FUNCTION

CLuedoo introduces a "Salesperson/ Buyer" field to Analytic Distribution Models. The module automatically triggers the "Distribution to Apply" on Sales/Purchase Orders/ Invoices whenever the document's salesperson/buyer matches a predefined rule.

CONFIGURATION


Go to Accounting > Analytic Distribution Models > New

Create a new model > Fill in the Partner,  Product Template, Product, Salesperson/ Buyer, and AD. 

USAGE


SALES / INVOICES

Create a new SO/invoice > Fill in the Customer and Salesperson > Add the configured product

The Analytic Distribution will be automatically applied.


PURCHASES

Create a New PO > Fill in the Vendor and the Buyer

The Analytic Distribution will be automatically applied.

Note: If leaving the Product/Product Template field blank, then any product, salesperson, or buyer will have the same AD that have already been set up.