Am Montag, 29. Juli 2013, 11:49:31 schrieb LAG Robin Baumgartner: > > Corresponding feature request: https://bugs.tryton.org/issue3320 > > I would appreciate some more feedback on this proposal, especially from > the participants of the discussion. Does it reflect the ideas you had in > mind?
Functionally speaking, you mean Cedric's proposal: > - allow to create many sales from an opportunity (for people who > don't like the idea of revision). > - can split the generated sale using copy (link to opportunity will > stay). > - can use the future revision of sale (and use copy for split). > - can add later new sales to an existing "converted" opportunity. In general, it fits the needs. Let me describe a real world example: The current Tryton module 'leads and opportunities' seems to be based on the assumption that all products are already in the database and priced. In fact, this is mainly the case with manufacturers or resellers with a limited product range. In trading business, most distributors in industrial goods have to check the availability of the products before sending a quote to a potential client. As a result, a request for quote (rfq) must be sent to the manufacturer or dealer in order to receive updated conditions on the enquiry. In industrial goods. This is further complicated by the fact that prices often depend on daily raw material surchages (typicaly copper, silver, etc.) which may vary significantly. To summon up, the current leads and opportunities module is only partially fitted to cover trading business with a huge product range, because it neglects the importance of the rfq to the manufacturer or contrctual dealer, the supplier. A proposal for the functional improvements: 1. Creating the Lead A new lead is opened. It contains the potential client, a lead reference, the product(s), the brand, and the submission date. The submission date is of highest importance in most trading businesses. Adding a new product which is not yet in the database should be completed directly from here and should be easer than currently. 2. Processing the RfQ The lead is now transfered into a request for quote to a supplier by sending a PDF via email to the supplier. Either the supplier is already known, there are several potential suppliers who may have different lead times and different prices, or we have no supplier yet and need to create one by entering the supplier master data from this screen directly (a search in catalogues or internet is the step before). 3. Converting to Opportunity As we receive a confirmation or an offer from a supplier, we need to add the document (usually a pdf) to the RfQ and see an overview of the main conditions offered. In an optimal case, we may also be able to see the prices of past enquiries for that product and the different respective suppliers (to see the price changes and changes in lead times etc). Either we decide to quote to our potential client based on this one offer received or we wait for further offers in hope of better conditions. When we have received one or more quotes from suppliers, we will calculate a price based on the best offer we have. These prices are usually not based on list price discounts, but on case by case and situation. Accordingly, we will send the offer to the client, hopefully within submission date. The lead becomes an opportunity, when we have all data and conditions confirmed (ready to offer). The opportunity becomes a quotation, when we have sent the offer to the client. The quotation becomes a sale, when the client has ordered the product. We may have additional sales later on basing on the same quote. 4. Purchasing the Sale In case we have received an order for the product from the client, but we do not have the product in store, we need to be able to create a purchase order for the supplier, before we create the client's invoice. The invoice may also differentiate between proforma invoice and original invoice, as transportation costs and other details may not be clear until the product reaches our facilities. In any case, we need to send a confirmation to the client. 5. Status Processing The status processing of the opportunity must be interlinked, as at any time in the process, the lead may be canceled. Perhaps we cannot identify the product because data for identification is missing, the product does not exist anymore, or it has a successor product, or the submission date has been expired. There are many possible reasons why a lead may end up in 'lost' or 'awaiting further input' from the potential client. Hope that helps - come back to me if you have additional questions or comments. Cheers Axel
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