Insurance, Finance and Sales Flow of vehicle in Odoo 9.0
In this module we will see 3 different section connected together for processing of 4 wheeler vehicle and those are :
- Sales
- Finance
- Insurance
Please see below screenshots for better explanation….
Sales Flow
Sales flow start from Enquiry. We can see Enquiry form below screenshots. Here we have stages called Draft,Lost,Dropped and Sale Order. There is button called create sale order on click of this button this enquiry will move to sale order form and Stage.
Here we can select Model of the Car and other information of Enquiry…
Once we click on Create sale order button in Enquiry it ask first to create new customer or merge with existing one..
Enquiry now moved to sale order stage…
Sales Order get created with all the required information…
There is button to approve exchange once that button is pressed existing sales order moved to GM for Approval…
When GM approved the same Booking button appear which will take this sale order to booking stage…
To confirm booking and moving it to allotment stage you need to add serial numbers for products…
Now it can be allotment…
Now we can check for finance approval…
Once Finance Approval is done we can go for invoice…
Finance Flow
here we have four stages Daily Booking, Login Sheet , Delivery receivables and Payment. Based on the condition it will move to different stages and gets approval for any booking.
Records in daily booking getting created when we do booking from sales…
DAILY BOOKING FORM:
LOGIN SHEET:
SALES REGISTER:
DO(Delivery Order) RECEIVABLES:
PAYMENT DATA:
TELECALLER FOLLOW UP FORM:
FINANCE STATUS FORM:
Insurance Flow
This is a Insurance lead form..
Multiple insurance lead can be assigned to any team leader…
Now Team leader can assign task to executive and telecaller…
Login with telecaller…
Add follow up Information or reason for lost…
This is all about Sales , Finance and Insurance Flow…
