Helpdesk Ticket Creation / Commision Module Odoo version 9.0


Features:

Here in this module we have developed a feature for any employer who can assign task to his contractors or employee based on ticket creation. This module also helps in providing commissions to distributor,agents or whoever brings customer(Business) in Organization.

 

Step 1: Create customer from website while registration.

7_5

 

Step 2: In Sales –> Customer –>

Customer is created, it can be differentiated that customer is created from website through checkbox.

Note: By default in odoo,is a customer field is always checked so that customer can show in Sales order–> customer.

7_6

Step 3: we can create customer from sales –> customer

Also distributor or agents can be assigned to that customer inside the customers.

7_1

when we want to give commision to any customer or that customer itself , we have to check customer reffered field.

Then in customer/distributor dropdown field,all customers will show(that has is a customer field checked inside it.)

7_2

7_3

7_4

When we check this Distributor —> distributor information (new tab opens)

In Customer/Distributor field only distributor name will shows and that will get commission. As this field is associated with commission module.

Step 4: when distributor information tab is open, on check of distributor, these fields are shown and has to be filled.

8

Step 5:To create user, go to Settings –> Users

Assign Companies to user and give access

— project –> User

contractor –> checked

==============================================================

Step 6:Create Warehouse Manager (also user) , assign Companies to user and give access.

— project –> User

Ticket –> checked

Warehouse –> checked

9

  Step 7: Now start creating Sales Orders

1

Step 8: On confirm sale – delivery box opens, there we can do stock / delivery part.

Click on create invoice and then wizard (box) will open.

2

Step 9:on click of create invoice button, invoice will create and also ticket is created which is assigned to Warehouse Manager as it has access of ticket(checkbox).

3

4

Now login with warehouse manager username and password.

Step 10: In warehouse manager we can see ticket, go to

customer registration –> Ticket

5

Step 11: In ticket there is Assigned to field in users which are contractor is shown and we assigned to one of them .

Above Ticket form, Approval button is there , when all fields are filled then save it and click on approve button.

Assign approval box will be checked , we can understand that it is assigned.

On approval, mail will be send to contractor for detail ticket confirmation. Also Task is created to the assigned contractor side.

5_1

Step 12: Now login with contractor, go to Project –> Tasks

Assigned task is shown.

6

Step 13:When we checked that task is created and it is there, then click on accept state so that ticket assigner and even warehouse manager gets mail that it is accepted.

6_1

6_2

Step 14: When all task field is filled up then change it to confirmed state.

Again mail will be send to warehouse and ticket assigner.

6_3

6_4

6_5

Step 15: For commission part , we have menu.

Go to Dashboard –> Commissions

Create commissions type which is shown in

Sales –> Customer —> Distributor information tab

there you have to select any one commission type.

10

Step 16:go to settle commission for settlement.

Here add any one agent and inside distributor is defined to whom commission will be given.

We are adding that customer which has distributor, that is need to be assigned.

11

11_1

11_2

11_3

Step 17 :select date range and click on make invoice

12

Step 18:Wizard (box) will open, select vendor bills which is supplier there commission will be shown to that assigned distributor.

13

Step 19 :In sales order, below total commission is calculated.

13_1

Step 20:Now above commission will be shown in ,

Accounting –> Vendor Bills

Here commission is assigned to respective distributor.

13_2

This was all regarding Ticket Creation , Email notification, Task creation and Commission.

For more information please contact sales@teckzilla.net

Advertisements

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s