Re: [tryton-dev] Customize sales.
On 16/09/13 09:34 -0700, Josias Pérez wrote: On Monday, September 16, 2013 2:22:21 AM UTC-6, Cédric Krier wrote: On 15/09/13 22:00 -0700, Josias Pérez wrote: Hi, I have testing tryton in many sale scenarios: 6 computers (2 for each level), 8 salesman, 3 levels in the building(curtains, carpets and bedding). 1. The first thing we know to do, is simplify the workflow of the sale, so, when a budget is reviewed, give the option for confirm the sale or process the sale (not draft and confirm and process). I don't understand why are you talking about budget? I would have link budget to purchase not sale. Sorry for talking about budget. I meant talking about quotation on sale. Give the option to confirm and process the sale in the draft view. If you want, you can extend the Sale Model and add a transition from draft to confirmed. Otherwise, I don't get you about the workflow, by default a sale is in draft so you don't have to go to draft because you already are in. 2. Each salesman has a numeric code of four digit, but doesnt have assigned computer, can work on any computer of his level. When the Confirm or Process button are pressed, need to ask the salesman code and add this to the sale. So, sometimes can cancel a sale. Is it possible ? This must be managed by giving to each one a login with the proper right linked. Well, we login in each computer assigning a user and password for the computer, not for salesmans. So, they can work on any computer. When a sale is confirmed, they need to add his code (for confirm and register his sale). I think it is a bad practice. And by the way, the salesmans need to remember all the password because a timeout could occur at any time. -- Cédric Krier B2CK SPRL Rue de Rotterdam, 4 4000 Liège Belgium Tel: +32 472 54 46 59 Email/Jabber: cedric.kr...@b2ck.com Website: http://www.b2ck.com/ pgpV0QlUb3W3z.pgp Description: PGP signature
Re: [tryton-dev] Customize sales.
2013/9/17 Cédric Krier cedric.kr...@b2ck.com On 16/09/13 09:34 -0700, Josias Pérez wrote: On Monday, September 16, 2013 2:22:21 AM UTC-6, Cédric Krier wrote: This must be managed by giving to each one a login with the proper right linked. Well, we login in each computer assigning a user and password for the computer, not for salesmans. So, they can work on any computer. When a sale is confirmed, they need to add his code (for confirm and register his sale). I think it is a bad practice. And by the way, the salesmans need to remember all the password because a timeout could occur at any time. Tryton has a timeout that block the client and the user must to prompt the password to continue working. You can open a Tryton client for each salesman in each computer. It allows you to work more close to the standard way and it will simplify you the rights management. The timeout will prevent than a salesman work with the user of other salesman. -- Guillem Barba http://www.guillem.alcarrer.net
Re: [tryton-dev] Customize sales.
On 15/09/13 22:00 -0700, Josias Pérez wrote: Hi, I have testing tryton in many sale scenarios: 6 computers (2 for each level), 8 salesman, 3 levels in the building(curtains, carpets and bedding). 1. The first thing we know to do, is simplify the workflow of the sale, so, when a budget is reviewed, give the option for confirm the sale or process the sale (not draft and confirm and process). I don't understand why are you talking about budget? I would have link budget to purchase not sale. Otherwise, I don't get you about the workflow, by default a sale is in draft so you don't have to go to draft because you already are in. 2. Each salesman has a numeric code of four digit, but doesnt have assigned computer, can work on any computer of his level. When the Confirm or Process button are pressed, need to ask the salesman code and add this to the sale. So, sometimes can cancel a sale. Is it possible ? This must be managed by giving to each one a login with the proper right linked. 3. Each level has its own products information and are managed separately, so we need to hide some product information, and display only the products of his category( curtains, carpets and bedding). I think the best will be to add a level field on the sale and base on this value create a record rule that will filter the product on the sale line. 4. Sometimes the generated invoices are not fully paid single, but in 3 o 4 payments. Each time you make a payment, make a receipt to, and the receipt is delivered to the customer. The information about payments are managed by collectors that need to have the history of each client assigned (this classification make by department or manually assigned). You can use the payment button on the invoice and for the receipt you will have to create a report in this wizard. -- Cédric Krier B2CK SPRL Rue de Rotterdam, 4 4000 Liège Belgium Tel: +32 472 54 46 59 Email/Jabber: cedric.kr...@b2ck.com Website: http://www.b2ck.com/ pgpoZoKE2IshC.pgp Description: PGP signature
Re: [tryton-dev] Customize sales.
On Monday, September 16, 2013 2:22:21 AM UTC-6, Cédric Krier wrote: On 15/09/13 22:00 -0700, Josias Pérez wrote: Hi, I have testing tryton in many sale scenarios: 6 computers (2 for each level), 8 salesman, 3 levels in the building(curtains, carpets and bedding). 1. The first thing we know to do, is simplify the workflow of the sale, so, when a budget is reviewed, give the option for confirm the sale or process the sale (not draft and confirm and process). I don't understand why are you talking about budget? I would have link budget to purchase not sale. Sorry for talking about budget. I meant talking about quotation on sale. Give the option to confirm and process the sale in the draft view. Otherwise, I don't get you about the workflow, by default a sale is in draft so you don't have to go to draft because you already are in. 2. Each salesman has a numeric code of four digit, but doesnt have assigned computer, can work on any computer of his level. When the Confirm or Process button are pressed, need to ask the salesman code and add this to the sale. So, sometimes can cancel a sale. Is it possible ? This must be managed by giving to each one a login with the proper right linked. Well, we login in each computer assigning a user and password for the computer, not for salesmans. So, they can work on any computer. When a sale is confirmed, they need to add his code (for confirm and register his sale). 3. Each level has its own products information and are managed separately, so we need to hide some product information, and display only the products of his category( curtains, carpets and bedding). I think the best will be to add a level field on the sale and base on this value create a record rule that will filter the product on the sale line. I will do this. 4. Sometimes the generated invoices are not fully paid single, but in 3 o 4 payments. Each time you make a payment, make a receipt to, and the receipt is delivered to the customer. The information about payments are managed by collectors that need to have the history of each client assigned (this classification make by department or manually assigned). You can use the payment button on the invoice and for the receipt you will have to create a report in this wizard. I will do this too, thanks for the comments. -- Cédric Krier B2CK SPRL Rue de Rotterdam, 4 4000 Liège Belgium Tel: +32 472 54 46 59 Email/Jabber: cedric...@b2ck.com javascript: Website: http://www.b2ck.com/
