A Dissabte 01 Juny 2013 19:31:43, Cédric Krier va escriure: > On 01/06/13 19:18 +0200, Albert Cervera i Areny wrote: > > A Dissabte 01 Juny 2013 09:53:52, Cédric Krier va escriure: > > > On 01/06/13 02:07 +0200, Albert Cervera i Areny wrote: > > > > There's something in the workflow of opportunities that I think could > > > > be improved. I don't think that the end of the workflow should > > > > create a sale. The reason is that most probably, during the sale > > > > process several quotations will already have been sent to the party. > > > > > > The opportunity is the quotations. > > > > From my POV the opportunity is the place where commercial information is > > collected during all the sale process and should not end when creating > > the first quotation. > > Why ?
Let's say you sell trucks. A party contacts you because he's interested in purchasing a truck. The price of those tracks can vary a lot so you have to give him 3 quotations because he will evaluate three different models. Of course, in the end, if accepted, only one truck will be sold so the total amount in quotations will not the reflect the potential amount of sales in the following weeks. It will also not have a probability associated to it. That's why the salesman would keep the opportunity active. The opportunity has the estimated amount (which may be subjective) as well as the probability. The sales manager can take a look at the reports and see what are the expected sales in the following weeks. If the customer accepts one of the quotations you will confirm that and cancel the others, and will also mark the opportunity as Won. If the opportunity then creates a new quotation it would not be used. > > I checked with other applications (SugarCRM and vTiger) and they use the > > Opportunity concept the same way. They even allow creating quoationts > > from the opportunity form. > > That's clearly a bad design. Why? > > If that should not be the usage, how would you manage the sale pipeline > > that managers need? I mean, the module already provides good reports > > (per employee, month and employee&month) but if those don't reflect the > > current state of sales > > no, it is the state of opportunity. > > > that are in the quotation phase we're missing a lot of information in > > cases where several quotations need to be sent to the customer. Also the > > sale may be lost at that point. > > Don't understad. -- Albert Cervera i Areny Consultor funcional Tel. 93 553 18 03 @albertnan www.NaN-tic.com Avís legal >>
