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Odoo Adjustments - Coggle Diagram
Odoo Adjustments
Link between Contact - Quotation - Sales Project - Sales Order
Contact
Client
Budget per year per month even better
Customer contact including finance contact
Sales in Charge
Fedex (or others) Number
Forwader dedicated
Quality level expected
Specific packing instructions
Margin level expected
Brand
Brand Manager / Design Manager / Product mgr
Budget
LATER ON - NOT NOW we will add the brand merchandising planning
Quotation
Date of creation
The Target date to close the project
Quotation owner
Quotation Type OEM or Brand (& Brand Name - Activity), etc ..
Quotation Status (Active, Win, Lost, Cancel)
Chance of success
If link to a future launch we need also forecasted quantity. costing, selling price, and the right launching sku numbers
Sales Order
Type of sales order O.E.M, Brands (and brand type of order - Shopify, Shopify launches, Retail etc..) Trading etc..
Status New/Kick Off/Confirm/Partially ship/Totally shipped and invoice
Sales Order Owner (could we link to the brand date as perhaps?)
Date of shipment ( how to ge tthis data per activity such as Shopify)
Payement date -> Shpify or launch is now - others to be screan by fulfilemnt or OEM team?
Sales Project (=R&D?)
Financial reporting Dashboards MHK and Group
O.E.M Reporting for active clients - An active client is a client with either a quotation or sales orders for the year. - Each new clients must have a status Active and budget
Budget per year and per client ( entry once a year or when new client arrive and from field inside contacts)
Already shipped -> From Sales orders status Delivered
W.I.P
W.I.P Pending => quotation confirmed but mop kick off table finish yet
W.I.P -> order in propgress
Project = Quotation format with or without sales project (R&D) per client and with status pending project
Brands - Per brands
Early budget enter for the whole year for Shopify - Shopify launches - Retail - Collabs - Market Places - etc..
Shipped -> Sales order closed for b2c, for launches (sales order with a product ref for launch) - retail => sales order retail delivered - Collab -> sales order per brand and under collab tag status delivered - Market place -> from payed Amazon per brand (could be under an other company)
W.I.P
WIP Launch -> Sales order confirmed but in pre sales -> need to have a due date perhaps for deliveries
Retailer -> Sales order tag retailer either not pick yet or where we have a shortage - If shortage we have either to partially ship and cancel balance (Can re open a future WIL Retailer order) - or put it in waiting list mode
WIP Shopify -> Sales order received payed but not ship yet - either picking or waiting for inventory
Collabs -> Sales order tag Collabs - Status not delivered - Similar to Sales order OEM
Market Place -> Not sure we have a WIP for market place?
Projects ->
Retail -> All pending quotation for this brand status retailer with a due date and a chance of success
Collabs -> All pending quotation wfor a specific brand with a status collabs project and a due date
Launches -> Under Sales order -> we are going to create a confirmed order for a brand, for a lunch with a dedicated sku s numbers, and each will have quantities under status future launch shopify - with a due date -> this will trigger a manufacturing order
Market place - Irrelevant
Evergreen =? under quotation we do a rolling over 3 months inventory with revision -> not sure if we do per Shopify as number or per skus if per sku how to upload this
Services
Budget under contact/Client once a year or when created
Shipped -> invoiced
If yearly contract all months = one quotation moved to sales order every month
Adjustements for odoo
Contact
OEM Client
Open sales order per status
Future Receivable
Budget acheived
Open Projects and status
Brands
Inventory?
Acheived budget per income stream
Active client/Active Brand
Sales Project
Need to review tooling cost
Need to review the refund informations
Need to review the costing target versus real