Odoo ERP For Dealer Portal

Master Management

Effective use of an dealer portal by setting up required master data received from OEM

  • Manage Dealers
  • Manage Dealer Pricelist
  • Manage Users
  • Manage User Access Levels
  • Manage Roles
  • Manage Access Rights
  • Manage Payment terms
  • Manage Products
  • Product Unit Of Measure
  • Manage Product Price List
  • Manage Taxes

Dealer Portal - Operations

Effective use of portal by placing the order to oem and track their orders, deliveries based on the order placed

  • Create Quotations (Order Placement)
  • Quotation Synchronization
  • Sales Indents Synchronization
  • Sales Orders Synchronization
  • Dispatch Synchronization
  • Invoice Synchronization
  • Ledger Synchronization
  • Place the order by each dealer
  • View dealers orders Placed through My Orders feature
  • View the order’s status
  • Order confirmation/Rejection/On Hold based on business rules
  • View the Processed Invoices
  • View the invoice status through My Invoices feature
  • Order Synchronization from Ordering Portal to ERP
  • Invoice Synchronization from ERP to Ordering Portal
  • Dashboard for Each users (Dealers/Sales Managers/Regional Managers)
  • View the Orders at the regional level

Reports

Effective use of portal by viewing indents, orders, dispatches, invoices daily/weekly/monthly basis

  • My Indents
  • My Orders
  • My Dispatches
  • My Invoices
  • My Ledgers
  • My Dashboard
  • Sales Analysis Report
  • Pending Quantity Details Report