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Analytic Resource on Sales

Enable Analytic Resource Management on Sales Apps and link with Analytic Resource.

128.87 € 128.87 € (Tax excluded)
US$ 150.00 (Tax excluded)

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ODOO'S FUNCTION

  • Sales Orders allow setting Analytic Accounts on order lines 
  • No differentiation by analytic type (e.g., Resource)
  • No connection to Analytic Resource view or tracking.


CLUEDOO'S FUNCTION

1️⃣ Enable Analytic Distribution type Resource on SO lines.

2️⃣ If an Analytic Account of type Resource is selected:
→ The Sales Order is automatically linked to the corresponding Analytic Resource.

3️⃣ View and manage SOs related to a Resource in the Analytic Resource dashboard.
Go to Accounting > Configuration > Analytic Plans, we can create an analytic plan with type Resource
Create an Analytic Account with this plan
Create a new Analytic Resource or choose an existing one > Assign the Analytic Account you just created to this anaytic resource

Create a Sales Order > On the sales order line, we can add the Analytic Distribution and choose the analytic account with type Resource


We can find this Sales Order in the Analytic Resource via the Sales smart button