{"id":17811,"date":"2020-05-05T14:05:59","date_gmt":"2020-05-05T14:05:59","guid":{"rendered":"https:\/\/tenthplanet.in\/odoo\/?post_type=solutions&#038;p=17811"},"modified":"2025-07-24T05:56:11","modified_gmt":"2025-07-24T05:56:11","slug":"odoo-erp-field-force-management","status":"publish","type":"solutions","link":"https:\/\/tenthplanet.in\/odoo\/solutions\/odoo-erp-field-force-management\/","title":{"rendered":"Odoo Field Service Management"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row full_width=&#8221;stretch_row_content_no_spaces&#8221; kd_background_image_position=&#8221;vc_row-bg-position-top&#8221; css=&#8221;.vc_custom_1691573528564{padding-top: 50px !important;padding-bottom: 50px !important;background-color: #f5f5f5 !important;}&#8221;][vc_column][vc_row_inner full_width=&#8221;inner_row_contained&#8221; content_placement=&#8221;middle&#8221; kd_background_image_position=&#8221;vc_row-bg-position-top&#8221;][vc_column_inner width=&#8221;2\/3&#8243; css=&#8221;.vc_custom_1673334425114{padding-right: 30px !important;padding-left: 0px !important;}&#8221; offset=&#8221;vc_col-lg-offset-0 vc_col-lg-6 vc_col-md-offset-0 vc_col-md-6 vc_col-sm-offset-2&#8243; css_tablet_landscape=&#8221;.vc_custom_1673334425115{padding-right: 0px !important;}&#8221; css_tablet_portrait=&#8221;.vc_custom_1673334425117{padding-right: 15px !important;padding-left: 15px !important;}&#8221; css_mobile=&#8221;.vc_custom_1673334425118{padding-right: 15px !important;padding-left: 15px !important;}&#8221;]<header class=\"kd-section-title col-lg-12 text-left  subtitle-below-title kd-animated fadeIn   vc_custom_1687857554140\" data-animation-delay=200><h1 class=\"separator_off\" style=\"font-size: 36px;line-height: 48px;margin-bottom:30px;\">Odoo ERP Field Force Management<\/h1><h6 class=\"subtitle\" style=\"color: #7a7d8c;\">Digitize Field Force Operations to have better control on Sales Vs Target with our Suite.<\/h6><\/header><a  href=\"https:\/\/tenthplanet.in\/getintouch\/\"  target=\"_self\"  title=\"\"  class=\"tt_button tt_primary_button btn_primary_color  btn-align-left button-action-link   kd-animated zoomIn\" data-animation-delay=200><span class=\"prim_text\">GET IN TOUCH<\/span><\/a>[\/vc_column_inner][vc_column_inner css=&#8221;.vc_custom_1673334466089{padding-right: 0px !important;padding-left: 100px !important;}&#8221; offset=&#8221;vc_col-lg-6 vc_col-md-6&#8243; css_tablet_landscape=&#8221;.vc_custom_1673334466090{padding-right: 15px !important;padding-left: 15px !important;}&#8221; css_tablet_portrait=&#8221;.vc_custom_1673334466091{padding-right: 15px !important;padding-left: 15px !important;}&#8221; css_mobile=&#8221;.vc_custom_1673334466092{padding-top: 50px !important;padding-right: 15px !important;padding-left: 15px !important;}&#8221;][vc_single_image image=&#8221;22530&#8243; img_size=&#8221;full&#8221;][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row kd_background_image_position=&#8221;vc_row-bg-position-top&#8221; el_id=&#8221;solution-catalog&#8221; css=&#8221;.vc_custom_1677066492413{padding-top: 50px !important;}&#8221;][vc_column][vc_row_inner equal_height=&#8221;yes&#8221; kd_background_image_position=&#8221;vc_row-bg-position-top&#8221; el_id=&#8221;solution-catalog-boxes&#8221; el_class=&#8221;solution-catalog-boxes&#8221;][vc_column_inner el_class=&#8221;wp-block-column&#8221; width=&#8221;1\/3&#8243;]<header class=\"kd-section-title col-lg-12 text-center  subtitle-below-title   \" ><h3 class=\"separator_off\" >Salesman Directory<\/h3><\/header>[vc_column_text el_class=&#8221;border-none&#8221;]<\/p>\n<h4>a complete suite to manage all details of salesman<\/h4>\n<ul>\n<li>Salesman Self Service Portal<\/li>\n<li>Manage Personal Information<\/li>\n<li>Manage Professional Information<\/li>\n<li>Manage HR Documents<\/li>\n<li>Maintain Skills, Qualification and Experience<\/li>\n<li>Maintain Sales Hierarchy<\/li>\n<li>Organization chart<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column_inner][vc_column_inner el_class=&#8221;wp-block-column&#8221; width=&#8221;1\/3&#8243;]<header class=\"kd-section-title col-lg-12 text-center  subtitle-below-title   \" ><h3 class=\"separator_off\" >Customer Management<\/h3><\/header>[vc_column_text el_class=&#8221;border-none&#8221;]<\/p>\n<h4>helps to build stronger, longer-lasting relationships with your contacts clearly<\/h4>\n<ul>\n<li>360-degree view\u00a0of customers<\/li>\n<li>Bulk activity to delete, update and email<\/li>\n<li>Merge duplicate customers<\/li>\n<li>Track contacts Timeline<\/li>\n<li>Schedule a activity<\/li>\n<li>Add smart filters<\/li>\n<li>Tag-Based Segmentation<\/li>\n<li>Bulk Import existing contacts<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column_inner][vc_column_inner el_class=&#8221;wp-block-column&#8221; width=&#8221;1\/3&#8243;]<header class=\"kd-section-title col-lg-12 text-center  subtitle-below-title   \" ><h3 class=\"separator_off\" >Tour Plan Management<\/h3><\/header>[vc_column_text el_class=&#8221;border-none&#8221;]<\/p>\n<h4>Effectively manage your salesman tour plan for better productivity<\/h4>\n<ul>\n<li>Tour Plan schedule<\/li>\n<li>Setup Reminders<\/li>\n<li>Meeting Notes<\/li>\n<li>Accept \/ Decline Meetings<\/li>\n<li>Sync and share Tour Plan<\/li>\n<li>Print Tour Plan \/ Meetings<\/li>\n<li>Approve \/ Decline Tour Plan<\/li>\n<li>Log time spend at Customer Place<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row kd_background_image_position=&#8221;vc_row-bg-position-top&#8221;][vc_column][vc_row_inner equal_height=&#8221;yes&#8221; kd_background_image_position=&#8221;vc_row-bg-position-top&#8221; el_class=&#8221;solution-catalog-boxes&#8221;][vc_column_inner el_class=&#8221;wp-block-column&#8221; width=&#8221;1\/3&#8243;]<header class=\"kd-section-title col-lg-12 text-center  subtitle-below-title   \" ><h3 class=\"separator_off\" >Demography Management<\/h3><\/header>[vc_column_text el_class=&#8221;border-none&#8221;]<\/p>\n<h4>Easier demography configuration to manage salesforce effectively<\/h4>\n<ul>\n<li>Manage different SalesUnits<\/li>\n<li>Manage Zones, Divisions and Territories<\/li>\n<li>Manage Regions, State and District<\/li>\n<li>Set Target for each Sales Region<\/li>\n<li>Monitor Achievement<\/li>\n<li>Configurable Demography every year<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column_inner][vc_column_inner el_class=&#8221;wp-block-column&#8221; width=&#8221;1\/3&#8243;]<header class=\"kd-section-title col-lg-12 text-center  subtitle-below-title   \" ><h3 class=\"separator_off\" >Sales Management<\/h3><\/header>[vc_column_text el_class=&#8221;border-none&#8221;]<\/p>\n<h4>Efficiently manage your sales and keep track of all salesman performance<\/h4>\n<ul>\n<li>Capture Primary and Secondary sales<\/li>\n<li>Find Salesman and team performance<\/li>\n<li>Sales Reallocation<\/li>\n<li>Invoice Splitup<\/li>\n<li>Invoice Quantity alone Splitup<\/li>\n<li>Product Classification<\/li>\n<li>Customer Classification<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column_inner][vc_column_inner el_class=&#8221;wp-block-column&#8221; width=&#8221;1\/3&#8243;]<header class=\"kd-section-title col-lg-12 text-center  subtitle-below-title   \" ><h3 class=\"separator_off\" >Attendance Management<\/h3><\/header>[vc_column_text el_class=&#8221;border-none&#8221;]<\/p>\n<h4>Manage all your attendance activities at an ease<\/h4>\n<ul>\n<li>Captures Checkin and checkout Time<\/li>\n<li>Calculates Early in and Late out<\/li>\n<li>Manage Permission<\/li>\n<li>Manage Onsite \/ Offsite<\/li>\n<li>Manage Shift<\/li>\n<li>Manage Compoff \/ Additional working day<\/li>\n<li>Leave Restriction based on HR Policy<\/li>\n<li>Leave Accruals<\/li>\n<li>Attendance Management<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row kd_background_image_position=&#8221;vc_row-bg-position-top&#8221;][vc_column][vc_row_inner equal_height=&#8221;yes&#8221; kd_background_image_position=&#8221;vc_row-bg-position-top&#8221; el_class=&#8221;solution-catalog-boxes&#8221;][vc_column_inner el_class=&#8221;wp-block-column&#8221; width=&#8221;1\/3&#8243;]<header class=\"kd-section-title col-lg-12 text-center  subtitle-below-title   \" ><h3 class=\"separator_off\" >Lead Management<\/h3><\/header>[vc_column_text el_class=&#8221;border-none&#8221;]<\/p>\n<h4>manage leads, pipeline with its actual real time status<\/h4>\n<ul>\n<li>Lead Management<\/li>\n<li>Lead Probability<\/li>\n<li>Associate Sales person to leads<\/li>\n<li>Capture Lead Internal Notes<\/li>\n<li>Convert to Opportunities<\/li>\n<li>Mark as Lost with Reasons<\/li>\n<li>Followup through Email<\/li>\n<li>One or More Quotations from Opportunity<\/li>\n<li>Print\/Email Quotations to customers<\/li>\n<li>View My Pipeline<\/li>\n<li>Pipeline in Kanban View<\/li>\n<li>Pipeline in List View<\/li>\n<li>Drag &amp; Drop pipelines from one stage to another<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column_inner][vc_column_inner el_class=&#8221;wp-block-column&#8221; width=&#8221;1\/3&#8243;]<header class=\"kd-section-title col-lg-12 text-center  subtitle-below-title   \" ><h3 class=\"separator_off\" >Leave Management<\/h3><\/header>[vc_column_text el_class=&#8221;border-none&#8221;]<\/p>\n<h4>keep track of employees leave consumed, available and upcoming plans for effective project planning<\/h4>\n<ul>\n<li>Leave Allocation<\/li>\n<li>Leave Application<\/li>\n<li>Approval for Leave<\/li>\n<li>Leave Cancellation<\/li>\n<li>Leave Balance<\/li>\n<li>Leave Encashment<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column_inner][vc_column_inner el_class=&#8221;wp-block-column&#8221; width=&#8221;1\/3&#8243;]<header class=\"kd-section-title col-lg-12 text-center  subtitle-below-title   \" ><h3 class=\"separator_off\" >Expenses Management<\/h3><\/header>[vc_column_text el_class=&#8221;border-none&#8221;]<\/p>\n<h4>easily submit all travel expenses and either approve or reject individual or team requests<\/h4>\n<ul>\n<li>Manage Daily Expenses<\/li>\n<li>Manage Travel Expenses<\/li>\n<li>Manage Food &amp; Miscellaneous Expenses<\/li>\n<li>Approval Flow<\/li>\n<li>Manage Reimbursement \/ Allowances<\/li>\n<li>Maintains Reimbursement history<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row kd_background_image_position=&#8221;vc_row-bg-position-top&#8221;][vc_column][vc_row_inner equal_height=&#8221;yes&#8221; kd_background_image_position=&#8221;vc_row-bg-position-top&#8221; el_class=&#8221;solution-catalog-boxes&#8221;][vc_column_inner el_class=&#8221;wp-block-column&#8221; width=&#8221;1\/3&#8243;]<header class=\"kd-section-title col-lg-12 text-center  subtitle-below-title   \" ><h3 class=\"separator_off\" >Integrations<\/h3><\/header>[vc_column_text el_class=&#8221;border-none&#8221;]<\/p>\n<h4>Stay connected to the apps you\u00a0already use<\/h4>\n<ul>\n<li>Auto sync with most of the biometric devices<\/li>\n<li>Integration with Legacy system<\/li>\n<li>Easy Bulk Import data as Excel<\/li>\n<li>Synch data through FTP\/SFTP server<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column_inner][vc_column_inner el_class=&#8221;wp-block-column&#8221; width=&#8221;1\/3&#8243;]<header class=\"kd-section-title col-lg-12 text-center  subtitle-below-title   \" ><h3 class=\"separator_off\" >Auto Backup and Email<\/h3><\/header>[vc_column_text el_class=&#8221;border-none&#8221;]<\/p>\n<h4>to avoid data loss, scheduled job will be running to take backup on daily basis<\/h4>\n<ul>\n<li>Daily Automated backup of Database<\/li>\n<li>Auto delete old backup before 7 days<\/li>\n<li>Email notifications during backup success \/ Failure<\/li>\n<li>Backup to Remote FTP server<\/li>\n<li>Target Product Group and Subgroup wise sales<\/li>\n<li>Tour Plan Details<\/li>\n<li>Travel Expenses Details<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column_inner][vc_column_inner el_class=&#8221;wp-block-column&#8221; width=&#8221;1\/3&#8243;]<header class=\"kd-section-title col-lg-12 text-center  subtitle-below-title   \" ><h3 class=\"separator_off\" >Access Control<\/h3><\/header>[vc_column_text el_class=&#8221;border-none&#8221;]<\/p>\n<h4>admin user can create multiple users and assign different roles depends upon their need<\/h4>\n<ul>\n<li>Salesman access to view their individual details<\/li>\n<li>Sales Manager access to view their team details<\/li>\n<li>Sales officers access to view all the details<\/li>\n<li>Senior Sales Officer Access to view and edit all the details<\/li>\n<li>Admin role with all privileges<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row kd_background_image_position=&#8221;vc_row-bg-position-top&#8221;][vc_column][vc_row_inner equal_height=&#8221;yes&#8221; kd_background_image_position=&#8221;vc_row-bg-position-top&#8221; el_class=&#8221;solution-catalog-boxes&#8221;][vc_column_inner el_class=&#8221;wp-block-column&#8221; width=&#8221;1\/3&#8243;]<header class=\"kd-section-title col-lg-12 text-center  subtitle-below-title   \" ><h3 class=\"separator_off\" >Sales Insights &amp; Reports<\/h3><\/header>[vc_column_text el_class=&#8221;border-none&#8221;]<\/p>\n<h4>access reports in the form of pivot, graphs and excel easily for all your sales data<\/h4>\n<ul>\n<li>Sales Target Details<\/li>\n<li>Target VS Achievement<\/li>\n<li>Monthwise Till date Sales<\/li>\n<li>Demography Sales<\/li>\n<li>Product Sales<\/li>\n<li>Teamwise Sales<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column_inner][vc_column_inner el_class=&#8221;wp-block-column&#8221; width=&#8221;1\/3&#8243;]<header class=\"kd-section-title col-lg-12 text-center  subtitle-below-title   \" ><h3 class=\"separator_off\" >HRMS Insights &amp; Reports<\/h3><\/header>[vc_column_text el_class=&#8221;border-none&#8221;]<\/p>\n<h4>access reports in the form of pivot, graphs and excel easily for all your HRMS data<\/h4>\n<ul>\n<li>Salesman Details<\/li>\n<li>Daily Attendance Report<\/li>\n<li>Leave Details Report<\/li>\n<li>Finance Leave Details<\/li>\n<li>Leave Balance<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column_inner][vc_column_inner width=&#8221;1\/3&#8243;][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row kd_background_image_position=&#8221;vc_row-bg-position-top&#8221; css=&#8221;.vc_custom_1677066492413{padding-top: 50px !important;}&#8221;][vc_column][\/vc_column][\/vc_row][vc_row kd_background_image_position=&#8221;vc_row-bg-position-top&#8221;][vc_column][vc_column_text]<\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row full_width=&#8221;stretch_row&#8221; kd_background_image_position=&#8221;vc_row-bg-position-top&#8221; css=&#8221;.vc_custom_1677068321980{padding-top: 60px !important;padding-bottom: 60px !important;background-color: #efefef !important;}&#8221;][vc_column]<header class=\"kd-section-title col-lg-12 text-center  subtitle-below-title kd-animated fadeIn   vc_custom_1687858466173\" data-animation-delay=200><h2 class=\"separator_off\" style=\"font-weight: 400;\">Odoo ERP Field Force Management<\/h2><\/header>[vc_row_inner kd_background_image_position=&#8221;vc_row-bg-position-top&#8221;][vc_column_inner css=&#8221;.vc_custom_1600779077245{padding-right: 0px !important;}&#8221; css_tablet_portrait=&#8221;.vc_custom_1600779077246{padding-right: 5px !important;}&#8221; offset=&#8221;vc_col-xs-6&#8243; css_mobile=&#8221;.vc_custom_1600779077246{margin-left: -18px !important;padding-left: 0px !important;}&#8221;]<a  href=\"https:\/\/tenthplanet.in\/getintouch\/\"  target=\"_self\"  title=\"\"  class=\"tt_button tt_primary_button btn_primary_color hover_solid_primary button-center button-action-link   kd-animated zoomIn add-margin-right\" data-animation-delay=200><span class=\"prim_text\">GET IN TOUCH<\/span><\/a>[\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Digitize Field Force Operations to have better control on Sales Vs Target with our Suite.<\/p>\n","protected":false},"featured_media":17822,"parent":0,"menu_order":0,"template":"","format":"standard","meta":[],"categories":[],"tags":[131,151,130,177,129,214],"industry":[224],"class_list":["post-17811","solutions","type-solutions","status-publish","format-standard","has-post-thumbnail","hentry","tag-best-field-force-management-software-india","tag-erp","tag-field-force-management-software","tag-field-service-app","tag-field-service-management","tag-odoo-erp-solution","industry-field-service-management"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/solutions\/17811","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/solutions"}],"about":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/types\/solutions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/media\/17822"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/media?parent=17811"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/categories?post=17811"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/tags?post=17811"},{"taxonomy":"industry","embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/industry?post=17811"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}