Budget Line: filter product and partner

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Adds additional Product and Partner filtering on Budget Line

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    STORY BEHIND THE FEATURES

    ODOO'S FUNCTIONS

    Odoo's Budget allows business to plan a desired financial outcome and then measure the actual performance against its plan. Odoo uses budgetary position and analytic account to identify budgeting object.

    CLUEDOO'S FUNCTIONS

    Cluedoo adds additional filters to specify tracking on product and partner. A company can even track budgeting without needing analytic accounts of products and partners.

    BUSINESS CASE

    Company A wants to plan and track quarterly sales from their 3 main products via different sales channels.

    OUR FEATURES AS SOLUTIONS

    Adds additional Product and Partner filtering on Budget Line

    HOW TO USE THIS MODULE

    1. On Accounting, go to Budgets and create a new quarterly budget.




    2. In this example, for each Analytic Account (Sales Channels), the user specifies the sales budget from every 3 main products as well as other products (ie: all products excluding the 3 products selected above).

    The user could even add multiple products on one budget line.