Field Sales Booking

Field sales rep portal: reps book orders for customers from the portal, no user seat..

About this app

Lets field sales reps book orders for their customers from the Odoo portal without consuming an internal user seat. Includes catalog and cart, credit checks, discounts and rewards, customer creation, invoices, support tickets and a commission engine with plans and rules.

Key features

• Customer picker - search every customer contact, or create a new one on
• Product catalog - browse, search, filter by category, paginate. Prices
• Cart - quantities, delivery / invoice address, the requested delivery
• My bookings - the orders and invoices this rep booked, with a customer
• Customer credit status - limit, outstanding balance and what this booking
• Commission for field reps - rules, an accrual ledger with its own states,
• Promo codes and a capped rep price reduction - codes are validated by
• Customer order history - what this customer bought before and whether