OpenERP is super cool in terms usable and coverage of the feature, I would like to show you one more proof for the same. I would like to extend last post “Sale Time and Material using OpenERP 7.0” one was really super coll easy to sale time and material. Now i would like to extend the same to tracking of delivery of service after sales, here i will show you how to track delivery of the service after sale.
In order to understand the tracking process, lets go through an example where first we will sale service and laptop, and do the delivery through warehouse and project management. Lets configure sales process, where it should create a task whenever we sale service kind of product, also you need to configure your produce to be procure on demand and producible.
Lets create a sale order with Time and Material, and sale laptop with its installation and configuration service.
Confirm sale order and deliver laptop from the warehouse, after running scheduler you should get the delivery order that will allow you to deliver Laptop to customer.
Once you deliver the product “Laptop” you should get the task in to the project management, check under the tasks from the project management.
Open the task, once you start working on it do start task and finish the task when you finish the task. completions of the task shows that service is delivered to the customer.
Now, check the status of sale order, under the sale it should show you the deliver status checked. It indicates that we have successfully what we have promised to customer. Laptop from Warehouse and Installation and Configuration from task management.
Give full visibility on customers task status by activating portal module, and invite them to view the status of the service which hey bought.
You can activate more portal modules based on your requirements. Here I made few changes in order to all portal users related to the customer to all them to view the sales order and related task under the project. Please go through screens below to see how customer can track the sale order and their task status.
- You have decided! OpenERP to be added to the BitNami library. (bitnami.org)
- Manage service after sales in OpenERP 7.0 ! (opensourceenterprise.wordpress.com)
- Sale Time and Material using OpenERP 7.0 (opensourceenterprise.wordpress.com)
- Modules vs Apps in OpenERP 7.0 (opensourceenterprise.wordpress.com)