A Dissabte 01 Juny 2013 23:34:51, Cédric Krier va escriure: > 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.
When you say historize you mean to use the _history flag? What if the customer decides to choose version 2 when you already sent him version 3 and 4? Do you give several numbers to the different versions sent to the customer? Also, I think It is not unreasonable to send several quotations at once for the same opportunity. Something like the quotation for the Big Truck and the quotation for the Small Truck for the customer to choose. -- Albert Cervera i Areny Consultor funcional Tel. 93 553 18 03 @albertnan www.NaN-tic.com Avís legal >>
