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/ >
