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/
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