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Customer Visits Management
Customer Visits Management for Odoo helps sales teams track, schedule, and automate customer visits. Easily manage visit records, assign sales reps, and convert visits into sales orders. Features include smart buttons, automated scheduling, and visit cancellation tracking. Ideal for improving CRM efficiency and boosting sales performance.
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Features
Smart Visit Scheduling
Easily define first, next, and scheduled visits while the system automatically generates daily follow-ups. This ensures consistent customer engagement and helps sales reps stay on track. Never miss an opportunity with automated scheduling.
Sales Team & Performance Tracking
Assign visits by salesperson or team and monitor results in real time. Gain visibility into field activities, improve planning, and boost accountability across your salesforce. Perfect for managers who need clear insights.
Seamless Quotation Creation
Turn successful visits into sales quotations instantly with the buyer check option. Smart buttons provide quick access to related quotations and orders, helping reps move faster from visits to deals.
Cancellation Workflow & Insights
Record standardized cancellation reasons to track lost opportunities. Reports and insights help you identify patterns, improve decision-making, and refine sales strategies for better customer retention.
Customer Visit Ticket
Generate professional visit tickets with key details like customer name, phone number, salesperson, visit date, and start time. Tickets can be printed instantly, providing customers with a formal acknowledgment of the visit. This feature helps improve transparency, record-keeping, and enhances customer experience.
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1.) Sales Visits Menu
Easily track and manage all your scheduled and completed customer visits. Use this section to view upcoming visits, log details of past visits, and keep track of follow-up actions.
Navigation : CRM → Sales Visit
2.) Sales Visits List View
See a full list of all your sales visits. Easily check which visits are planned, finished, or cancelled. Click on any visit to view more details.
3.) Sales Visit Details
View and manage the details of each sales visit. You can start or cancel a visit directly from this page.
4.) Sales Team
Assign and track sales visits by team for better organization and visibility.
Navigation : Contacts → Sales & Purchase
5.) Customer Visit Detail
Include Contact Location, First Visit, Next Visit, and Scheduled Date to clearly define the visit period. These fields help plan and manage customer visit timelines effectively.
6.) Sales Visits
Quickly access all sales visits linked to this customer with one click. Track and manage visits efficiently from here.
7.) Automated Visit Creation
The system automatically creates new sales visits based on each customers next visit date. Make sure the Next Visit and Scheduled Date fields are filled for your customers. This process runs daily to keep visits up to date.
Navigation : Setting → Technical → Scheduled Actions
8.) Cancellation Reasons
Manage and configure reasons for cancelling sales visits. These reasons help standardize cancellation entries and improve tracking in the CRM.
Navigation : CRM → Configuration → Reason of Cancel
9.) Reason for Cancellation
Fill in or review the specific reason why a sales visit was cancelled. This information helps maintain clear records and supports reporting.
10.) Cancel Visit
Clicking the Cancel button opens a wizard where you can enter the reason for cancelling the sales visit. This ensures all cancellations are documented properly.
Navigation : CRM → Sales Visit → Cancel Button
11.) Cancel Reason
A dedicated tab in the sales visit form that displays the reason and notes for visit cancellations, providing clear visibility of why the visit was cancelled.
12.) Create Quotation from Completed Visit
When a sales visit is marked as done, selecting the Is Buy checkbox will enable the New Quotations button, allowing you to quickly create a quotation based on the visit.
13.) Create Customer Quotation
Quickly create a new sales quotation linked to the customer from the sales visit.
Navigation : CRM → Sales Visit → New Quotation
14.) Orders Smart Button
Displays the number of quotations linked to the sales visits customer. Clicking it opens a list (tree view) of all related quotations for easy access and management.
15.) Start Sales Visit
Begin a scheduled customer visit directly from the visit details page. The system records visit start time and updates the visit status from Draft to In Progress.
Navigation : CRM → Sales Visit
16.) Complete Sales Visit
Mark the visit as Done when completed. The system captures the end time, updates the status, and provides options like generating a customer visit report or creating a quotation.
Navigation : CRM → Sales Visit
17.) Customer Visit Ticket
Generate and print a visit ticket for customers with details such as ticket number, customer name, phone, salesperson, and visit times. This ticket provides a professional acknowledgment of the visit.
Navigation : CRM → Sales Visit → Print
User Guide
