On 01/06/13 20:11 +0200, Albert Cervera i Areny wrote: > 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.
For me, it is wrong to create many Sale/Quotation when you know only one could succeed. The solution already thought years ago, is to historize the sale (create many version) and be able to validate one. With your solution, there is still the possibility that many are validated by mistake and also any reports that will try to forecast the sales will be wrong. -- Cédric Krier B2CK SPRL Rue de Rotterdam, 4 4000 Liège Belgium Tel: +32 472 54 46 59 Email/Jabber: [email protected] Website: http://www.b2ck.com/
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