Description
OpenERP CRM Stock Management is an OpenERP CRM extension that tracks product stock for customer leads. Sales users add the products a customer needs, with quantities, to a Product Lines tab on the lead.
Set the lead type to Stock, and the module compares each expected quantity with the stock in OpenERP. When a product is available, an email goes out to the customer and to the manager.
Once every product line is in stock, the lead turns into an opportunity by itself. Its expected revenue comes from the unit price and quantity of each product line.
Two email templates control the messages: Manager Details and Customer Details. A scheduled action named Schedule for CRM Lead Stock runs the stock check at the interval you set.
The module works with OpenERP 6.x and 7.x and depends on the OpenERP CRM module. You install it only on the OpenERP side, from the crm_lead_stock addon directory.
Additionally, if you want to move lead records to claims or helpdesk tickets, then check OpenERP CRM LCHD Conversion.
Highlighted Features of OpenERP CRM Stock Management
Product Lines in Leads
Add products, unit prices, and expected quantities to a lead from the Product Lines tab.
Stock Lead Type
Mark a lead with the Stock lead type so the module checks its product stock.
Stock Availability Emails
Email the customer and the manager as soon as the expected quantity of a product is in stock.
Automatic Opportunity Conversion
Move the lead to Opportunities without manual work once all of its products are available.
Lead Revenue Computation
Get the expected revenue of the opportunity from the price and quantity of each product line.
Scheduled Stock Checks
Run the stock check through an OpenERP scheduled action at the interval you choose.
Why Do We Need OpenERP CRM Stock Management?
Default OpenERP CRM records a lead, but it has no place for the products and quantities a customer asks for. It also cannot tell the sales team when those products come back into stock.
Without it, sales users check stock by hand for each lead and write to the customer themselves. Requests get missed, and leads wait longer than needed before becoming opportunities.
This module keeps the product lines on the lead and checks stock on a schedule. It emails the customer and the manager and converts the lead as soon as every product is available.
In practice, the setup takes two steps: set the From and To (Emails) addresses in the Manager Details template, then set the From address in the Customer Details template.
Also, if you want customers on your website to get an email when a product is back in stock, you can check our extension Odoo Website Stock Notify.
OpenERP CRM Stock Management Use Cases
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Requests for Out-of-Stock Items
Record what a customer wants as a Stock lead when the items are not yet available.
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Sales Follow-up After Restock
Let the manager know which customer is waiting, and for which quantities, when stock arrives.
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Quoting Once Stock Arrives
Send a quotation built from the lead products as soon as the opportunity is ready.
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Customer Demand Tracking per Lead
Keep a clear record of the products and quantities each customer asked for.
Manager Stock Notification Email Template
The Manager Details - Send by Email template sends stock details to the manager. It lists the customer, the products, and their quantities when stock is available.
For alerts when a product quantity falls below a set level, check Odoo Low Stock Notification for Product.
- Open the template from Settings > Technical > Email > Templates.
- The template applies to Lead/Opportunity records.
- Set the From email address for the notification.
- Enter the manager address in To (Emails).
- Uses the subject Customer Product Stock Notification.
Customer Stock Notification Email Template
The Customer Details - Send by Email template tells the customer that the requested items are now available. The email names the products and their quantities.
- Open the template from the same Templates list.
- The template applies to Lead/Opportunity records.
- Set the From email address for customer emails.
- To (Emails) uses the lead email through ${object.email_from}.
- Uses the subject Product Stock Notification.
Product Lines in CRM Leads
After install, the lead form gets a Product Lines tab and a Lead Type field. Sales users add the products a customer needs and select Stock as the lead type.
- Create a new lead for the customer from Sales > Leads.
- Select Stock in the Lead Type field.
- Add products in the Product Lines tab.
- Enter Unit Price, Quantity, and Unit of Measure for each line.
- The expected quantity is compared with product stock in OpenERP.
Automatic Lead to Opportunity Conversion
When the expected quantity of every product line is in stock, the lead converts into an opportunity. The opportunity keeps the same product lines and lead type.
- Find the converted lead under Sales > Opportunities.
- Expected revenue is computed from the product lines.
- The chatter logs Lead converted into an Opportunity.
- Product Lines and the Stock lead type stay on the record.
- With partial stock, only the email is sent and the lead stays open.
Convert Opportunity to Quotation
Open the converted opportunity and click Convert to Quotation. The Make Quotation window creates the quotation for the customer.
If you also want to create purchase orders from CRM leads, check Odoo Purchase Quotation from CRM.
- Click Convert to Quotation on the opportunity.
- Select the Customer in the Make Quotation window.
- Select the Shop for the quotation.
- Tick Mark Won to close the opportunity as won.
- Click Create to make the quotation.
Quotation with Lead Product Lines
The new quotation carries the same product lines as the opportunity. Sales users do not need to enter the products or quantities again.
- Order Lines copy each product and quantity from the lead.
- Unit Price and Subtotal come from the product lines.
- The quotation shows the Untaxed Amount, Taxes, and Total.
- Send the quotation with Send by Email, or Print it.
CRM Lead Stock Scheduler
The Schedule for CRM Lead Stock action runs the stock check for Stock leads. Set how often it runs to match how fast your stock changes.
- Open it from Settings > Scheduler > Scheduled Actions.
- Set the Interval Number and Interval Unit.
- Set the Next Execution Date for the next run.
- Set the Number of Calls and the User who runs the action.
- Keep the Active box ticked to run the check.
Complete OpenERP CRM Stock Management Feature List
Lead Product Management
- Add a Product Lines tab to lead and opportunity forms
- Enter product, unit price, quantity, and unit of measure on each line
- Add a Lead Type field with a Stock option to the lead form
- Keep the product lines when the lead becomes an opportunity
Stock Notifications
- Email the customer when the expected quantity of a product is in stock
- Email the manager with the customer, products, and quantity details
- Edit the Manager Details and Customer Details email templates
- Send emails for available products even when other products are still short
Sales Pipeline Automation
- Convert the lead into an opportunity when the full expected quantity is available
- Compute expected revenue from the product lines
- Create a quotation with the same product lines through Convert to Quotation
Configuration and Compatibility
- Run stock checks through the Schedule for CRM Lead Stock action
- Set the interval, next run date, and number of calls for the scheduler
- Install on the OpenERP side only, from the crm_lead_stock directory
- Works with OpenERP 6.x and 7.x and needs the OpenERP CRM module
OpenERP CRM Stock Management Support -
For any query or issue please create a support ticket here http://webkul.com/ticket