@ -0,0 +1,55 @@ |
|||
.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg |
|||
:target: https://www.gnu.org/licenses/agpl-3.0-standalone.html |
|||
:alt: License: AGPL-3 |
|||
|
|||
CheckList & Approval Process in CRM |
|||
========================================= |
|||
* Check lists are assigned per each opportunity stage. |
|||
* The app lets assign security groups for each check list point. |
|||
* To move a CRM lead forward in your funnel, its check list should be fully confirmed. |
|||
* Check list actions are saved in history. |
|||
|
|||
Installation |
|||
============ |
|||
- www.odoo.com/documentation/16.0/setup/install.html |
|||
- Install our custom addon |
|||
|
|||
Configuration |
|||
============= |
|||
* No additional configurations needed |
|||
|
|||
Company |
|||
------- |
|||
* `Cybrosys Techno Solutions <https://cybrosys.com/>`__ |
|||
|
|||
|
|||
License |
|||
------- |
|||
General Public License, Version 3 (AGPL v3). |
|||
( https://www.gnu.org/licenses/agpl-3.0-standalone.html) |
|||
|
|||
Credits |
|||
------- |
|||
* Developer: (V16) Jumana Jabin MP ,Contact: odoo@cybrosys.com |
|||
|
|||
Contacts |
|||
-------- |
|||
* Mail Contact : odoo@cybrosys.com |
|||
* Website : https://cybrosys.com |
|||
|
|||
Bug Tracker |
|||
----------- |
|||
Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. |
|||
|
|||
Maintainer |
|||
========== |
|||
.. image:: https://cybrosys.com/images/logo.png |
|||
:target: https://cybrosys.com |
|||
|
|||
This module is maintained by Cybrosys Technologies. |
|||
|
|||
For support and more information, please visit https://www.cybrosys.com |
|||
|
|||
Further information |
|||
=================== |
|||
HTML Description: `<static/description/index.html>`__ |
@ -0,0 +1,22 @@ |
|||
# -*- coding: utf-8 -*- |
|||
############################################################################# |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
|||
# Author: Jumana Jabin MP (odoo@cybrosys.com) |
|||
# |
|||
# You can modify it under the terms of the GNU AFFERO |
|||
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
|||
# |
|||
# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
|||
# |
|||
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
|||
# (AGPL v3) along with this program. |
|||
# If not, see <http://www.gnu.org/licenses/>. |
|||
# |
|||
############################################################################# |
|||
from . import models |
@ -0,0 +1,50 @@ |
|||
# -*- coding: utf-8 -*- |
|||
############################################################################# |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
|||
# Author: Jumana Jabin MP (odoo@cybrosys.com) |
|||
# |
|||
# You can modify it under the terms of the GNU AFFERO |
|||
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
|||
# |
|||
# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
|||
# |
|||
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
|||
# (AGPL v3) along with this program. |
|||
# If not, see <http://www.gnu.org/licenses/>. |
|||
# |
|||
############################################################################# |
|||
{ |
|||
'name': 'CheckList & Approval Process in CRM', |
|||
'version': '16.0.1.0.0', |
|||
'category': 'CRM', |
|||
'summary': 'Manage CRM based on CheckList and Team/Stage and' |
|||
'Approval Process to Make Sure Everything Completed In ' |
|||
'Each Stage', |
|||
'description': """Module to manage CRM and CheckLists.This module will |
|||
helps to manage CRM efficiently by managing checklists and approval system |
|||
for CRM data. """, |
|||
'author': 'Cybrosys Techno Solutions', |
|||
'company': 'Cybrosys Techno Solutions', |
|||
'maintainer': 'Cybrosys Techno Solutions', |
|||
'website': 'https://www.cybrosys.com', |
|||
'depends': ['crm'], |
|||
'data': [ |
|||
'security/crm_check_approve_limiter_groups.xml', |
|||
'security/ir.model.access.csv', |
|||
'views/crm_stage_views.xml', |
|||
'views/crm_lead_views.xml', |
|||
], |
|||
'images': [ |
|||
'static/description/banner.png' |
|||
], |
|||
'license': 'AGPL-3', |
|||
'installable': True, |
|||
'auto_install': False, |
|||
'application': False, |
|||
} |
@ -0,0 +1,6 @@ |
|||
## Module <crm_check_approve_limiter> |
|||
|
|||
#### 11.09.2023 |
|||
#### Version 16.0.1.0.0 |
|||
#### ADD |
|||
- Initial commit for CheckList & Approval Process in CRM |
@ -0,0 +1,25 @@ |
|||
# -*- coding: utf-8 -*- |
|||
############################################################################# |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
|||
# Author: Jumana Jabin MP (odoo@cybrosys.com) |
|||
# |
|||
# You can modify it under the terms of the GNU AFFERO |
|||
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
|||
# |
|||
# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
|||
# |
|||
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
|||
# (AGPL v3) along with this program. |
|||
# If not, see <http://www.gnu.org/licenses/>. |
|||
# |
|||
############################################################################# |
|||
from . import crm_stage |
|||
from . import crm_lead |
|||
from . import crm_lead_check_history |
|||
from . import stage_check_list |
@ -0,0 +1,182 @@ |
|||
# -*- coding: utf-8 -*- |
|||
############################################################################# |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
|||
# Author: Jumana Jabin MP (odoo@cybrosys.com) |
|||
# |
|||
# You can modify it under the terms of the GNU AFFERO |
|||
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
|||
# |
|||
# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
|||
# |
|||
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
|||
# (AGPL v3) along with this program. |
|||
# If not, see <http://www.gnu.org/licenses/>. |
|||
# |
|||
############################################################################# |
|||
"""Module Containing CRM lead and CheckList History Models""" |
|||
from datetime import datetime |
|||
from odoo import api, fields, models, _ |
|||
from odoo.exceptions import ValidationError |
|||
|
|||
|
|||
class CrmLead(models.Model): |
|||
"""class for checklist history models""" |
|||
_inherit = "crm.lead" |
|||
|
|||
check_list_ids = fields.Many2many('stage.check.list', |
|||
domain="['&'," |
|||
" ('stage_id', '=', stage_id)," |
|||
"'|',('sales_team_id','='," |
|||
"team_id)," |
|||
"('sales_team_id', '=', False)]", |
|||
string="Checklist", tracking=True, |
|||
help="Many2many field representing a" |
|||
" checklist associated with stage.") |
|||
check_stage_ids = fields.One2many( |
|||
related="stage_id.stage_check_list_lines_ids", |
|||
help="One2many field related to the " |
|||
"stage's check list lines.") |
|||
|
|||
@api.depends('check_list_ids') |
|||
def checklist_progress(self): |
|||
"""Method for Computing CheckList progress value based on selected |
|||
checklist items """ |
|||
for rec in self: |
|||
total_len = rec.env['stage.check.list']. \ |
|||
search_count(['&', ('stage_id', '=', rec.stage_id.id), '|', |
|||
('sales_team_id', '=', rec.team_id.id), |
|||
('sales_team_id', '=', False)]) |
|||
if total_len != 0: |
|||
check_list_len = len(rec.check_list_ids.filtered( |
|||
lambda r: r.sales_team_id == rec.team_id or not |
|||
r.sales_team_id)) |
|||
rec.checklist_progress = (check_list_len * 100) / total_len |
|||
else: |
|||
rec.checklist_progress = 0 |
|||
|
|||
checklist_progress = fields.Float(compute=checklist_progress, |
|||
string='Progress', |
|||
default=0.0) |
|||
check_list_history_ids = fields.One2many('crm.lead.check.history', |
|||
'lead_id', |
|||
string="History", readonly=True) |
|||
|
|||
def write(self, vals_set): |
|||
"""Super the write method for data validation.Here we check |
|||
Progression and regression of stages and based on checklist |
|||
completion stage progression can be blocked from here """ |
|||
if 'stage_id' in vals_set.keys(): |
|||
new_stage_id = self.env['crm.stage'].browse([vals_set['stage_id']]) |
|||
if new_stage_id \ |
|||
and self.stage_id.sequence < new_stage_id.sequence \ |
|||
and not self.stage_id.is_pre_checking \ |
|||
and self.stage_id.stage_check_list_lines_ids \ |
|||
and int(self.checklist_progress) != 100 \ |
|||
and not self.env.user. \ |
|||
has_group('crm_check_approve_limiter.' |
|||
'crm_check_approve_manager'): |
|||
raise ValidationError(_( |
|||
"You cannot move this case forward until " |
|||
"all the check list items are done for " |
|||
"this " |
|||
" stage.")) |
|||
self.check_list_ids = False |
|||
for item in self.stage_id.stage_check_list_lines_ids: |
|||
if item.is_stage_recover: |
|||
history = self.check_list_history_ids.search([( |
|||
'check_item_id', '=', item.id)], order='id desc', |
|||
limit=1) or False |
|||
if history and history.list_action == 'complete' \ |
|||
and item not in self.check_list_ids: |
|||
self.check_list_ids += item |
|||
if 'check_list_ids' in vals_set.keys(): |
|||
group_check = self.env.user. \ |
|||
has_group('crm_check_approve_limiter.' |
|||
'crm_check_approve_manager') |
|||
user_groups = self.env.user.groups_id |
|||
new_ids = self.env['stage.check.list']. \ |
|||
search([('id', 'in', vals_set['check_list_ids'][-1][-1])]) |
|||
check_item_id = (self.check_list_ids - new_ids) |
|||
check_item2 = (new_ids - self.check_list_ids) |
|||
for ch_lst in check_item2: |
|||
if (ch_lst.approve_groups_ids and not ch_lst.approve_groups_ids |
|||
.filtered(lambda f: f in user_groups) and |
|||
not group_check): |
|||
grp_string_t = '\n'.join( |
|||
map(str, ch_lst.approve_groups_ids. |
|||
mapped('full_name'))) |
|||
raise ValidationError(f'Only the below specified group' |
|||
f' members can complete this task' |
|||
f' : {grp_string_t}') |
|||
for ch_lst in check_item_id: |
|||
if (ch_lst.approve_groups_ids and not ch_lst.approve_groups_ids |
|||
.filtered( |
|||
lambda f: f in user_groups) and not group_check): |
|||
grp_string_t = '\n'.join( |
|||
map(str, ch_lst.approve_groups_ids. |
|||
mapped('full_name'))) |
|||
raise ValidationError(f'Only the below specified group' |
|||
f' members can undo this task' |
|||
f' : {grp_string_t}') |
|||
if 'stage_id' not in vals_set.keys() and check_item_id: |
|||
for c_item in check_item_id: |
|||
vals = { |
|||
'lead_id': self.id, |
|||
'check_item_id': c_item.id, |
|||
'list_action': 'not_complete', |
|||
'change_date': datetime.now(), |
|||
'user_id': self.env.user.id, |
|||
'stage_id': self.stage_id.id |
|||
} |
|||
self.env['crm.lead.check.history'].sudo().create(vals) |
|||
elif 'stage_id' not in vals_set.keys() and check_item2: |
|||
for c_item in check_item2: |
|||
vals = { |
|||
'lead_id': self.id, |
|||
'check_item_id': c_item.id, |
|||
'list_action': 'complete', |
|||
'change_date': datetime.now(), |
|||
'user_id': self.env.user.id, |
|||
'stage_id': self.stage_id.id |
|||
} |
|||
self.env['crm.lead.check.history'].sudo().create(vals) |
|||
res = super().write(vals_set) |
|||
return res |
|||
|
|||
@api.onchange('stage_id') |
|||
def _onchange_state_id(self): |
|||
"""It performs validation checks and updates the 'check_list_ids' |
|||
field. """ |
|||
old_stage_id = self._origin.stage_id |
|||
if old_stage_id.sequence < self.stage_id.sequence \ |
|||
and not old_stage_id.is_pre_checking \ |
|||
and old_stage_id.stage_check_list_lines_ids \ |
|||
and int(self.checklist_progress) != 100 and not self.env.user. \ |
|||
has_group('crm_check_approve_limiter.' |
|||
'crm_check_approve_manager'): |
|||
raise ValidationError(_("You cannot move this case forward until " |
|||
"all the check list items are done for" |
|||
" this stage.")) |
|||
if old_stage_id.sequence > self.stage_id.sequence \ |
|||
and self.stage_id.is_disable_regress and not self.env.user. \ |
|||
has_group('crm_check_approve_limiter.' |
|||
'crm_check_approve_manager'): |
|||
raise ValidationError(_("Regression to the selected stage is " |
|||
"blocked. " |
|||
"Please contact Administrators for " |
|||
"required permission")) |
|||
self.check_list_ids = False |
|||
for item in self.stage_id.stage_check_list_lines_ids: |
|||
if item.is_stage_recover: |
|||
history = self.check_list_history_ids.search([( |
|||
'check_item_id', '=', item.id)], order='id desc', |
|||
limit=1) or False |
|||
if history and history.list_action == 'complete' and item \ |
|||
not in self.check_list_ids: |
|||
self.check_list_ids += item |
@ -0,0 +1,51 @@ |
|||
# -*- coding: utf-8 -*- |
|||
############################################################################# |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
|||
# Author: Jumana Jabin MP (odoo@cybrosys.com) |
|||
# |
|||
# You can modify it under the terms of the GNU AFFERO |
|||
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
|||
# |
|||
# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
|||
# |
|||
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
|||
# (AGPL v3) along with this program. |
|||
# If not, see <http://www.gnu.org/licenses/>. |
|||
# |
|||
############################################################################# |
|||
"""Module Containing CRM lead and CheckList History Models""" |
|||
from odoo import fields, models |
|||
|
|||
|
|||
class CrmLeadCheckHistory(models.Model): |
|||
"""class for to check the history of stage""" |
|||
_name = "crm.lead.check.history" |
|||
_description = "Model to track the history of stage changes for CRM leads" |
|||
|
|||
check_item_id = fields.Many2one('stage.check.list', |
|||
string="Check Item", |
|||
help="Many2one field representing the " |
|||
"associated check item.") |
|||
list_action = fields.Selection([('complete', 'Complete'), |
|||
('not_complete', 'Not Complete')], |
|||
required=True, string="Action", |
|||
help="Selection field representing " |
|||
"the action for the check item.") |
|||
user_id = fields.Many2one('res.users', string="User", |
|||
help="Many2one field representing the associated" |
|||
" user.") |
|||
change_date = fields.Datetime(string="Date", |
|||
help="Datetime field representing the" |
|||
" date of the check item action.") |
|||
stage_id = fields.Many2one('crm.stage', string="Stage", |
|||
help="Many2one field representing " |
|||
"the associated stage.") |
|||
lead_id = fields.Many2one('crm.lead', string="Lead", |
|||
help="Many2one field representing the" |
|||
" associated lead.") |
@ -0,0 +1,47 @@ |
|||
# -*- coding: utf-8 -*- |
|||
############################################################################# |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
|||
# Author: Jumana Jabin MP(odoo@cybrosys.com) |
|||
# |
|||
# You can modify it under the terms of the GNU AFFERO |
|||
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
|||
# |
|||
# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
|||
# |
|||
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
|||
# (AGPL v3) along with this program. |
|||
# If not, see <http://www.gnu.org/licenses/>. |
|||
# |
|||
############################################################################# |
|||
"""Module containing Stage-based checklist Models""" |
|||
from odoo import fields, models |
|||
|
|||
|
|||
class CrmStage(models.Model): |
|||
""" Inherited model for stage-based checklists. """ |
|||
_inherit = "crm.stage" |
|||
|
|||
stage_check_list_lines_ids = fields.One2many('stage.check.list', |
|||
'stage_id', |
|||
string="CheckList", |
|||
help="One2many field " |
|||
"representing " |
|||
"the checklist lines " |
|||
"associated with the" |
|||
" stage.") |
|||
is_pre_checking = fields.Boolean(default=False, |
|||
string="No Need for checklist", |
|||
help="If checked, moving to the next " |
|||
"stage doesn't require the checklist" |
|||
"to be done.") |
|||
is_disable_regress = fields.Boolean(default=False, |
|||
string="Prohibit Regress to this stage", |
|||
help="If checked, it would not be " |
|||
"possible to move a lead back to" |
|||
" this stage.") |
@ -0,0 +1,50 @@ |
|||
# -*- coding: utf-8 -*- |
|||
############################################################################# |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
|||
# Author: Jumana Jabin MP (odoo@cybrosys.com) |
|||
# |
|||
# You can modify it under the terms of the GNU AFFERO |
|||
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
|||
# |
|||
# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
|||
# |
|||
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
|||
# (AGPL v3) along with this program. |
|||
# If not, see <http://www.gnu.org/licenses/>. |
|||
# |
|||
############################################################################# |
|||
"""Module Containing Checklist data""" |
|||
from odoo import fields, models |
|||
|
|||
|
|||
class StageCheckList(models.Model): |
|||
"""Model for stage-based checklist lines.""" |
|||
_name = "stage.check.list" |
|||
_description = "Stage Based CheckList" |
|||
_rec_name = 'check_task' |
|||
|
|||
check_task = fields.Char(string="Task", required=True, |
|||
help="Char field representing the task associated" |
|||
" with the checklist item.") |
|||
sales_team_id = fields.Many2one('crm.team', string="Selected Teams", |
|||
help="Many2one field representing the " |
|||
"selected team associated with the" |
|||
" checklist item.") |
|||
approve_groups_ids = fields.Many2many('res.groups', string="User Groups", |
|||
help="Only these user groups may " |
|||
"approve " |
|||
"the item") |
|||
is_stage_recover = fields.Boolean(default=False, string="Saved", |
|||
help="If checked, item will be recoverable" |
|||
" for leads on this stage. Otherwise, " |
|||
"the item must be approved each time " |
|||
"when the lead is on this stage.") |
|||
stage_id = fields.Many2one('crm.stage', string="Stage", |
|||
help="Many2one field representing the " |
|||
"associated stage.") |
@ -0,0 +1,10 @@ |
|||
<?xml version="1.0" encoding="UTF-8" ?> |
|||
<odoo> |
|||
<data noupdate="1"> |
|||
<!-- Define a record for CRM Checklist Manager group --> |
|||
<record id="crm_check_approve_manager" model="res.groups"> |
|||
<field name="name">CRM Checklist Manager</field> |
|||
<field name="category_id" ref="base.module_category_hidden"/> |
|||
</record> |
|||
</data> |
|||
</odoo> |
|
After Width: | Height: | Size: 3.6 KiB |
After Width: | Height: | Size: 310 B |
After Width: | Height: | Size: 1.3 KiB |
After Width: | Height: | Size: 1.4 KiB |
After Width: | Height: | Size: 576 B |
After Width: | Height: | Size: 733 B |
After Width: | Height: | Size: 911 B |
After Width: | Height: | Size: 1.1 KiB |
After Width: | Height: | Size: 1.2 KiB |
After Width: | Height: | Size: 673 B |
After Width: | Height: | Size: 878 B |
After Width: | Height: | Size: 653 B |
After Width: | Height: | Size: 905 B |
After Width: | Height: | Size: 839 B |
After Width: | Height: | Size: 427 B |
After Width: | Height: | Size: 627 B |
After Width: | Height: | Size: 1.2 KiB |
After Width: | Height: | Size: 988 B |
After Width: | Height: | Size: 1.2 KiB |
After Width: | Height: | Size: 1.5 KiB |
After Width: | Height: | Size: 1.1 KiB |
After Width: | Height: | Size: 1.9 KiB |
After Width: | Height: | Size: 1.1 KiB |
After Width: | Height: | Size: 2.1 KiB |
After Width: | Height: | Size: 4.4 KiB |
After Width: | Height: | Size: 589 B |
After Width: | Height: | Size: 3.4 KiB |
After Width: | Height: | Size: 1.7 KiB |
After Width: | Height: | Size: 2.3 KiB |
After Width: | Height: | Size: 967 B |
After Width: | Height: | Size: 1.6 KiB |
After Width: | Height: | Size: 3.8 KiB |
After Width: | Height: | Size: 5.0 KiB |
After Width: | Height: | Size: 74 KiB |
After Width: | Height: | Size: 89 KiB |
After Width: | Height: | Size: 79 KiB |
After Width: | Height: | Size: 84 KiB |
After Width: | Height: | Size: 108 KiB |
After Width: | Height: | Size: 88 KiB |
After Width: | Height: | Size: 124 KiB |
After Width: | Height: | Size: 105 KiB |
After Width: | Height: | Size: 112 KiB |
After Width: | Height: | Size: 112 KiB |
After Width: | Height: | Size: 107 KiB |
After Width: | Height: | Size: 142 KiB |
After Width: | Height: | Size: 116 KiB |
After Width: | Height: | Size: 79 KiB |
After Width: | Height: | Size: 124 KiB |
After Width: | Height: | Size: 118 KiB |
After Width: | Height: | Size: 113 KiB |
After Width: | Height: | Size: 78 KiB |
After Width: | Height: | Size: 77 KiB |
After Width: | Height: | Size: 107 KiB |
After Width: | Height: | Size: 78 KiB |
After Width: | Height: | Size: 380 KiB |
After Width: | Height: | Size: 74 KiB |
After Width: | Height: | Size: 14 KiB |
@ -0,0 +1,841 @@ |
|||
<div style="background-color: #714B67; height: 810px; width: 100%; padding: 15px; position: relative;"> |
|||
<!-- TITLE BAR --> |
|||
<div class="d-flex align-items-center justify-content-between" |
|||
style="border-bottom: 1px solid #875A7B; padding: 15px; display: flex; justify-content: space-between; align-items: center;"> |
|||
<img src="assets/misc/cybrosys-logo.png" width="42" height="42" |
|||
style="width: 42px; height: 42px;"/> |
|||
<div> |
|||
<div |
|||
style="color: #7C7BAD; font-size: 14px; font-family: 'Montserrat', sans-serif; font-weight: bold; background-color: white; display: inline-block; padding: 3px 10px; border-radius: 50px;" |
|||
class="mr-2"> |
|||
<i class="fa fa-check mr-1"></i>Community |
|||
</div> |
|||
<div |
|||
style="color: #875A7B; font-size: 14px; font-family: 'Montserrat', sans-serif; font-weight: bold; background-color: white; display: inline-block; padding: 3px 10px; border-radius: 50px;" |
|||
class="mr-2"> |
|||
<i class="fa fa-check mr-1"></i>Enterprise |
|||
</div> |
|||
<div |
|||
style="color: #017E84; font-size: 14px; font-family: 'Montserrat', sans-serif; font-weight: bold; background-color: white; display: inline-block; padding: 3px 10px; border-radius: 50px;" |
|||
class="mr-2"> |
|||
<i class="fa fa-check mr-1"></i>Odoo.Sh |
|||
</div> |
|||
</div> |
|||
</div> |
|||
|
|||
<div class="container" style="padding: 0rem 1.5rem 4rem !important"> |
|||
<div class="row" style="height: 900px !important;"> |
|||
<div class="col-sm-12 col-md-12 col-lg-12" |
|||
style="padding: 4rem 1rem !important; background-color: #714B67 !important; height: 600px !important; border-radius: 20px !important;"> |
|||
<h1 |
|||
style="font-family: 'Montserrat', sans-serif !important; font-weight: 600 !important; color: #FFFFFF !important; font-size: 3.5rem !important; text-align: center !important;"> |
|||
CheckList & Approval Process in CRM</h1> |
|||
<p |
|||
style="font-family: 'Montserrat', sans-serif !important; font-weight: 300 !important; color: #FFFFFF !important; font-size: 1.4rem !important; text-align: center !important;"> |
|||
This Module will Provide Check List for each Pipeline Stage to |
|||
Control Requirements, Fulfillment and to make sure that each |
|||
action is fully Approved by Responsible Users. |
|||
</p> |
|||
<img src="./assets/screenshots/hero.gif" class="img-responsive" |
|||
width="100%" height="auto"/> |
|||
</div> |
|||
</div> |
|||
|
|||
<div class="row"> |
|||
<div class="col-md-12" |
|||
style="border-bottom: 1px solid #d5d5d5 !important; margin-bottom: 2rem !important"> |
|||
<h2 |
|||
style="font-family: 'Montserrat', sans-serif !important; font-weight: 600 !important; color: #714B67 !important; font-size: 1.5rem !important;"> |
|||
<i class="fa fa-compass mr-2"></i>Explore this module |
|||
</h2> |
|||
<div class="row"> |
|||
<div class="col-md-6"> |
|||
<a href="#overview" |
|||
style="text-decoration: none !important;"> |
|||
<div class="row" |
|||
style="background-color: #f5f2f5 !important; border-radius: 10px !important; margin: 1rem !important; padding: 1.5em !important; height: 100px !important;"> |
|||
<div class="col-8"> |
|||
<h3 |
|||
style="font-family: 'Montserrat', sans-serif !important; font-weight: 600 !important; color: #714B67 !important; font-size: 1.2rem !important;"> |
|||
Overview</h3> |
|||
<p |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #714B67 !important; font-size: 0.9rem !important;"> |
|||
Learn more about this module</p> |
|||
</div> |
|||
<div class="col-4 text-right d-flex justify-content-end align-items-center"> |
|||
<i class="fa fa-chevron-right" |
|||
style="color: #714B67 !important;"></i> |
|||
</div> |
|||
</div> |
|||
</a> |
|||
</div> |
|||
<div class="col-md-6"> |
|||
<a href="#features" |
|||
style="text-decoration: none !important;"> |
|||
<div class="row" |
|||
style="background-color: #f5f2f5 !important; border-radius: 10px !important; margin: 1rem !important; padding: 1.5em !important; height: 100px !important;"> |
|||
<div class="col-8"> |
|||
<h3 |
|||
style="font-family: 'Montserrat', sans-serif !important; font-weight: 600 !important; color: #714B67 !important; font-size: 1.2rem !important;"> |
|||
Features</h3> |
|||
<p |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #714B67 !important; font-size: 0.9rem !important;"> |
|||
View features of this module</p> |
|||
</div> |
|||
<div class="col-4 text-right d-flex justify-content-end align-items-center"> |
|||
<i class="fa fa-chevron-right" |
|||
style="color: #714B67 !important;"></i> |
|||
</div> |
|||
</div> |
|||
</a> |
|||
</div> |
|||
<div class="col-md-6"> |
|||
<a href="#screenshots" |
|||
style="text-decoration: none !important;"> |
|||
<div class="row" |
|||
style="background-color: #f5f2f5 !important; border-radius: 10px !important; margin: 1rem !important; padding: 1.5em !important; height: 100px !important;"> |
|||
<div class="col-8"> |
|||
<h3 |
|||
style="font-family: 'Montserrat', sans-serif !important; font-weight: 600 !important; color: #714B67 !important; font-size: 1.2rem !important;"> |
|||
Screenshots</h3> |
|||
<p |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #714B67 !important; font-size: 0.9rem !important;"> |
|||
See key screenshots of this module</p> |
|||
</div> |
|||
<div class="col-4 text-right d-flex justify-content-end align-items-center"> |
|||
<i class="fa fa-chevron-right" |
|||
style="color: #714B67 !important;"></i> |
|||
</div> |
|||
</div> |
|||
</a> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
<div class="row" id="overview"> |
|||
<div class="col-md-12" |
|||
style="border-bottom: 1px solid #d5d5d5 !important; margin: 2rem 0 !important"> |
|||
<h2 |
|||
style="font-family: 'Montserrat', sans-serif !important; font-weight: 600 !important; color: #714B67 !important; font-size: 1.5rem !important;"> |
|||
<i class="fa fa-pie-chart mr-2"></i>Overview |
|||
</h2> |
|||
</div> |
|||
|
|||
<div class="col-mg-12 pl-3"> |
|||
<p |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important; line-height: 30px !important;"> |
|||
Making a customer from an opportunity is the goal of the CRM |
|||
pipeline. |
|||
To achieve that goal sales staff needs to undertake a specific |
|||
sequence of actions or tasks. |
|||
Each of those actions is important on the defined stage. |
|||
For working as an efficient company The CRM is an important |
|||
part. |
|||
This app provides a checklist for each pipeline stage to control |
|||
requirements, |
|||
fulfillment and to make sure that each action/checklist item is |
|||
fully approved by responsible users. |
|||
So that it will be easier to manage through CRM pipelines. |
|||
</p> |
|||
</div> |
|||
|
|||
</div> |
|||
|
|||
|
|||
<div class="row" id="features"> |
|||
<div class="col-md-12" |
|||
style="border-bottom: 1px solid #d5d5d5 !important; margin: 2rem 0 !important"> |
|||
<h2 |
|||
style="font-family: 'Montserrat', sans-serif !important; font-weight: 600 !important; color: #714B67 !important; font-size: 1.5rem !important;"> |
|||
<i class="fa fa-star mr-2"></i>Features |
|||
</h2> |
|||
</div> |
|||
|
|||
<div class="col-md-6 pl-3 py-3 d-flex"> |
|||
<div> |
|||
<img src="assets/icons/check.png"> |
|||
</div> |
|||
<div> |
|||
<h4 |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;"> |
|||
Check Lists are Assigned per each Opportunity Stage.</h4> |
|||
</div> |
|||
</div> |
|||
|
|||
<div class="col-md-6 pl-3 py-3 d-flex"> |
|||
<div> |
|||
<img src="assets/icons/check.png"> |
|||
</div> |
|||
<div> |
|||
<h4 |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;"> |
|||
The App Lets Assign Security Groups for Each Check List |
|||
Point.</h4> |
|||
</div> |
|||
</div> |
|||
|
|||
<div class="col-md-6 pl-3 py-3 d-flex"> |
|||
<div> |
|||
<img src="assets/icons/check.png"> |
|||
</div> |
|||
<div> |
|||
<h4 |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;"> |
|||
To Move a CRM Lead Forward in your Funnel, Its Checklist |
|||
should be fully Confirmed.</h4> |
|||
</div> |
|||
</div> |
|||
|
|||
<div class="col-md-6 pl-3 py-3 d-flex"> |
|||
<div> |
|||
<img src="assets/icons/check.png"> |
|||
</div> |
|||
<div> |
|||
<h4 |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;"> |
|||
Check List Actions are Saved in History.</h4> |
|||
</div> |
|||
</div> |
|||
|
|||
|
|||
</div> |
|||
|
|||
<div class="row" id="screenshots"> |
|||
<div class="col-md-12" |
|||
style="border-bottom: 1px solid #d5d5d5 !important; margin: 2rem 0 !important"> |
|||
<h2 |
|||
style="font-family: 'Montserrat', sans-serif !important; font-weight: 600 !important; color: #714B67 !important; font-size: 1.5rem !important;"> |
|||
<i class="fa fa-image mr-2"></i>Screenshots |
|||
</h2> |
|||
</div> |
|||
<div class="col-lg-12 my-2"> |
|||
<h4 class="mt-2" |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;"> |
|||
Configure Stage Data</h4> |
|||
<p |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;"> |
|||
Open stage configuration by activating developer mode</p> |
|||
<img src="assets/screenshots/1.png" |
|||
class="img-responsive img-thumbnail border" width="100%" |
|||
height="auto"/> |
|||
</div> |
|||
|
|||
<div class="col-lg-12 my-3"> |
|||
<h4 class="mt-3" |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;"> |
|||
Check List Per Stages</h4> |
|||
<p |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;"> |
|||
By configuring each stages we can set checklist per Stages for |
|||
the opportunities. |
|||
</p> |
|||
<img src="assets/screenshots/2.png" |
|||
class="img-responsive img-thumbnail border" width="100%" |
|||
height="auto"/> |
|||
</div> |
|||
|
|||
<div class="col-lg-12 my-3"> |
|||
<h4 class="mt-3" |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;"> |
|||
Check list Completion</h4> |
|||
<p |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;"> |
|||
Assigned check list items for each opportunity in their |
|||
specified stage can be opened in managed in the Checklist page |
|||
section. |
|||
</p> |
|||
<img src="assets/screenshots/3.png" |
|||
class="img-responsive img-thumbnail border" width="100%" |
|||
height="auto"/> |
|||
</div> |
|||
|
|||
<div class="col-lg-12 my-3"> |
|||
<h4 class="mt-3" |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;"> |
|||
Progression Status</h4> |
|||
<p |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;"> |
|||
Check list completed progress can be viewed in the checklist |
|||
section of each opportunity. |
|||
</p> |
|||
<img src="assets/screenshots/4.png" |
|||
class="img-responsive img-thumbnail border" width="100%" |
|||
height="auto"/> |
|||
</div> |
|||
|
|||
<div class="col-lg-12 my-3"> |
|||
<h4 class="mt-3" |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;"> |
|||
Kanban View</h4> |
|||
<p |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;"> |
|||
Check list completed progress can also be viewed in the Kanban |
|||
view for easy management. |
|||
</p> |
|||
<img src="assets/screenshots/5.png" |
|||
class="img-responsive img-thumbnail border" width="100%" |
|||
height="auto"/> |
|||
</div> |
|||
|
|||
<div class="col-lg-12 my-3"> |
|||
<h4 class="mt-3" |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;"> |
|||
Sales Team</h4> |
|||
<p |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;"> |
|||
Assign check list items to specific sales team. |
|||
</p> |
|||
<img src="assets/screenshots/6.png" |
|||
class="img-responsive img-thumbnail border" width="100%" |
|||
height="auto"/> |
|||
</div> |
|||
|
|||
<div class="col-lg-12 my-3"> |
|||
<h4 class="mt-3" |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;"> |
|||
User Groups</h4> |
|||
<p |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;"> |
|||
We can make sure that the checklist is completed by responsible |
|||
users by user group specified item assigning. |
|||
</p> |
|||
<img src="assets/screenshots/7.png" |
|||
class="img-responsive img-thumbnail border" width="100%" |
|||
height="auto"/> |
|||
</div> |
|||
|
|||
<div class="col-lg-12 my-3"> |
|||
<h4 class="mt-3" |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;"> |
|||
Unauthorised Blocking</h4> |
|||
<p |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;"> |
|||
Unauthorised users will be blocked from marking the checklist |
|||
items. |
|||
</p> |
|||
<img src="assets/screenshots/8.png" |
|||
class="img-responsive img-thumbnail border" width="100%" |
|||
height="auto"/> |
|||
</div> |
|||
|
|||
<div class="col-lg-12 my-3"> |
|||
<h4 class="mt-3" |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;"> |
|||
Status Recover</h4> |
|||
<p |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;"> |
|||
By activating the saved column for an item,the item will regain |
|||
the previous status in that stage if the opportunity reach that |
|||
specific stage again. |
|||
</p> |
|||
<img src="assets/screenshots/9.png" |
|||
class="img-responsive img-thumbnail border" width="100%" |
|||
height="auto"/> |
|||
</div> |
|||
|
|||
<div class="col-lg-12 my-3"> |
|||
<h4 class="mt-3" |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;"> |
|||
Check List</h4> |
|||
<p |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;"> |
|||
The opportunity can be only progress to upper stages if the |
|||
checklist items are fully completed to the selected user/team. |
|||
</p> |
|||
<img src="assets/screenshots/10.png" |
|||
class="img-responsive img-thumbnail border" width="100%" |
|||
height="auto"/> |
|||
</div> |
|||
|
|||
<div class="col-lg-12 my-3"> |
|||
<h4 class="mt-3" |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;"> |
|||
No Need Check list</h4> |
|||
<p |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;"> |
|||
If this option checked in a stage, opportunity progressing from |
|||
this stage does not require check list to be completed. |
|||
</p> |
|||
<img src="assets/screenshots/11.png" |
|||
class="img-responsive img-thumbnail border" width="100%" |
|||
height="auto"/> |
|||
</div> |
|||
|
|||
<div class="col-lg-12 my-3"> |
|||
<h4 class="mt-3" |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;"> |
|||
Regression Blocking</h4> |
|||
<p |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;"> |
|||
If this option checked in a stage, opportunities cannot be |
|||
regressed to this stage. |
|||
</p> |
|||
<img src="assets/screenshots/12.png" |
|||
class="img-responsive img-thumbnail border" width="100%" |
|||
height="auto"/> |
|||
</div> |
|||
|
|||
<div class="col-lg-12 my-3"> |
|||
<p |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;"> |
|||
If the user tries to regress the opportunity to the specified |
|||
stage, warning will be displayed</p> |
|||
<img src="assets/screenshots/13.png" |
|||
class="img-responsive img-thumbnail border" width="100%" |
|||
height="auto"/> |
|||
</div> |
|||
|
|||
<div class="col-lg-12 my-3"> |
|||
<h4 class="mt-3" |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;"> |
|||
Checklist History</h4> |
|||
<p |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;"> |
|||
The history of checklist items can be viewed in the Checklist |
|||
page of the opportunity. |
|||
</p> |
|||
<img src="assets/screenshots/14.png" |
|||
class="img-responsive img-thumbnail border" width="100%" |
|||
height="auto"/> |
|||
</div> |
|||
|
|||
<div class="col-lg-12 my-3"> |
|||
<h4 class="mt-3" |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;"> |
|||
Checklist Manager</h4> |
|||
<p |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;"> |
|||
The Checklist Manager group can approve any check items and move |
|||
opportunities without checklist restrictions. |
|||
</p> |
|||
<img src="assets/screenshots/15.png" |
|||
class="img-responsive img-thumbnail border" width="100%" |
|||
height="auto"/> |
|||
</div> |
|||
|
|||
</div> |
|||
<!-- SUGGESTED PRODUCTS --> |
|||
<div class="row"> |
|||
<div class="col-sm-12 col-md-12-col-lg-2"> |
|||
<h2 style="font-weight: bold; color: #3D3D4E;">Related Modules</h2> |
|||
<p style="color: #777783;">Explore our related modules</p> |
|||
<hr/> |
|||
</div> |
|||
<div class="col-sm-12"> |
|||
<div id="demo1" class="row carousel slide" data-ride="carousel"> |
|||
<!-- The slideshow --> |
|||
<div class="carousel-inner" style="padding: 30px;"> |
|||
<div class="carousel-item" style="min-height: 198.656px;"> |
|||
<div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16" |
|||
style="float:left"> |
|||
<a href="https://apps.odoo.com/apps/modules/16.0/crm_kit/" |
|||
target="_blank"> |
|||
<div style="border-radius:10px"> |
|||
<img class="img img-responsive center-block" |
|||
style="border-radius: 0px;" |
|||
src="assets/modules/1.png"> |
|||
</div> |
|||
</a> |
|||
</div> |
|||
<div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16" |
|||
style="float:left"> |
|||
<a href="https://apps.odoo.com/apps/modules/16.0/sequence_opportunity_crm/" |
|||
target="_blank"> |
|||
<div style="border-radius:10px"> |
|||
<img class="img img-responsive center-block" |
|||
style="border-radius: 0px;" |
|||
src="assets/modules/2.png"> |
|||
</div> |
|||
</a> |
|||
</div> |
|||
<div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16" |
|||
style="float:left"> |
|||
<a href="https://apps.odoo.com/apps/modules/16.0/crm_dashboard/" |
|||
target="_blank"> |
|||
<div style="border-radius:10px"> |
|||
<img class="img img-responsive center-block" |
|||
style="border-radius: 0px;" |
|||
src="assets/modules/3.png"> |
|||
</div> |
|||
</a> |
|||
</div> |
|||
</div> |
|||
<div class="carousel-item active" |
|||
style="min-height: 198.656px;"> |
|||
<div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16" |
|||
style="float:left"> |
|||
<a href="https://apps.odoo.com/apps/modules/16.0/employee_check_list/" |
|||
target="_blank"> |
|||
<div style="border-radius:10px"> |
|||
<img class="img img-responsive center-block" |
|||
style="border-radius: 0px;" |
|||
src="assets/modules/4.png"> |
|||
</div> |
|||
</a> |
|||
</div> |
|||
<div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16" |
|||
style="float:left"> |
|||
<a href="https://apps.odoo.com/apps/modules/16.0/customer_supplier_approval/" |
|||
target="_blank"> |
|||
<div style="border-radius:10px"> |
|||
<img class="img img-responsive center-block" |
|||
style="border-radius: 0px;" |
|||
src="assets/modules/5.png"> |
|||
</div> |
|||
</a> |
|||
</div> |
|||
<div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16" |
|||
style="float:left"> |
|||
<a href="https://apps.odoo.com/apps/modules/16.0/sale_order_discount_approval_odoo/" |
|||
target="_blank"> |
|||
<div style="border-radius:10px"> |
|||
<img class="img img-responsive center-block" |
|||
style="border-radius: 0px;" |
|||
src="assets/modules/6.png"> |
|||
</div> |
|||
</a> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
<!-- Left and right controls --> |
|||
<a class="carousel-control-prev" href="#demo1" data-slide="prev" |
|||
style="width:35px; color:#000"> <span |
|||
class="carousel-control-prev-icon"><i |
|||
class="fa fa-chevron-left" |
|||
style="font-size:24px"></i></span> |
|||
</a> <a class="carousel-control-next" href="#demo1" |
|||
data-slide="next" |
|||
style="width:35px; color:#000"> |
|||
<span class="carousel-control-next-icon"><i |
|||
class="fa fa-chevron-right" |
|||
style="font-size:24px"></i></span> |
|||
</a> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
<!-- END OF SUGGESTED PRODUCTS --> |
|||
|
|||
<!-- OUR SERVICES --> |
|||
<section class="container" style="margin-top: 6rem !important;"> |
|||
<div class="row"> |
|||
<div class="col-lg-12 d-flex flex-column justify-content-center align-items-center"> |
|||
<h2 style="color: #212529 !important;">Our Services</h2> |
|||
<hr |
|||
style="border: 3px solid #714B67 !important; background-color: #714B67 !important; width: 80px !important; margin-bottom: 2rem !important;"/> |
|||
</div> |
|||
|
|||
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4"> |
|||
<div class="d-flex justify-content-center align-items-center mx-3 my-3" |
|||
style="background-color: #1dd1a1 !important; border-radius: 15px !important; height: 80px; width: 80px;"> |
|||
<img src="assets/icons/cogs.png" class="img-responsive" |
|||
height="48px" width="48px"> |
|||
</div> |
|||
<h6 class="text-center" |
|||
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;"> |
|||
Odoo |
|||
Customization</h6> |
|||
</div> |
|||
|
|||
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4"> |
|||
<div class="d-flex justify-content-center align-items-center mx-3 my-3" |
|||
style="background-color: #ff6b6b !important; border-radius: 15px !important; height: 80px; width: 80px;"> |
|||
<img src="assets/icons/wrench.png" class="img-responsive" |
|||
height="48px" width="48px"> |
|||
</div> |
|||
<h6 class="text-center" |
|||
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;"> |
|||
Odoo |
|||
Implementation</h6> |
|||
</div> |
|||
|
|||
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4"> |
|||
<div class="d-flex justify-content-center align-items-center mx-3 my-3" |
|||
style="background-color: #6462CD !important; border-radius: 15px !important; height: 80px; width: 80px;"> |
|||
<img src="assets/icons/lifebuoy.png" class="img-responsive" |
|||
height="48px" width="48px"> |
|||
</div> |
|||
<h6 class="text-center" |
|||
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;"> |
|||
Odoo |
|||
Support</h6> |
|||
</div> |
|||
|
|||
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4"> |
|||
<div class="d-flex justify-content-center align-items-center mx-3 my-3" |
|||
style="background-color: #ffa801 !important; border-radius: 15px !important; height: 80px; width: 80px;"> |
|||
<img src="assets/icons/user.png" class="img-responsive" |
|||
height="48px" width="48px"> |
|||
</div> |
|||
<h6 class="text-center" |
|||
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;"> |
|||
Hire |
|||
Odoo |
|||
Developer</h6> |
|||
</div> |
|||
|
|||
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4"> |
|||
<div class="d-flex justify-content-center align-items-center mx-3 my-3" |
|||
style="background-color: #54a0ff !important; border-radius: 15px !important; height: 80px; width: 80px;"> |
|||
<img src="assets/icons/puzzle.png" class="img-responsive" |
|||
height="48px" width="48px"> |
|||
</div> |
|||
<h6 class="text-center" |
|||
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;"> |
|||
Odoo |
|||
Integration</h6> |
|||
</div> |
|||
|
|||
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4"> |
|||
<div class="d-flex justify-content-center align-items-center mx-3 my-3" |
|||
style="background-color: #6d7680 !important; border-radius: 15px !important; height: 80px; width: 80px;"> |
|||
<img src="assets/icons/update.png" class="img-responsive" |
|||
height="48px" width="48px"> |
|||
</div> |
|||
<h6 class="text-center" |
|||
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;"> |
|||
Odoo |
|||
Migration</h6> |
|||
</div> |
|||
|
|||
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4"> |
|||
<div class="d-flex justify-content-center align-items-center mx-3 my-3" |
|||
style="background-color: #786fa6 !important; border-radius: 15px !important; height: 80px; width: 80px;"> |
|||
<img src="assets/icons/consultation.png" |
|||
class="img-responsive" height="48px" width="48px"> |
|||
</div> |
|||
<h6 class="text-center" |
|||
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;"> |
|||
Odoo |
|||
Consultancy</h6> |
|||
</div> |
|||
|
|||
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4"> |
|||
<div class="d-flex justify-content-center align-items-center mx-3 my-3" |
|||
style="background-color: #f8a5c2 !important; border-radius: 15px !important; height: 80px; width: 80px;"> |
|||
<img src="assets/icons/training.png" class="img-responsive" |
|||
height="48px" width="48px"> |
|||
</div> |
|||
<h6 class="text-center" |
|||
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;"> |
|||
Odoo |
|||
Implementation</h6> |
|||
</div> |
|||
|
|||
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4"> |
|||
<div class="d-flex justify-content-center align-items-center mx-3 my-3" |
|||
style="background-color: #e6be26 !important; border-radius: 15px !important; height: 80px; width: 80px;"> |
|||
<img src="assets/icons/license.png" class="img-responsive" |
|||
height="48px" width="48px"> |
|||
</div> |
|||
<h6 class="text-center" |
|||
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;"> |
|||
Odoo |
|||
Licensing Consultancy</h6> |
|||
</div> |
|||
</div> |
|||
</section> |
|||
<!-- END OF OUR SERVICES --> |
|||
|
|||
<!-- OUR INDUSTRIES --> |
|||
<section class="container" style="margin-top: 6rem !important;"> |
|||
<div class="row"> |
|||
<div class="col-lg-12 d-flex flex-column justify-content-center align-items-center"> |
|||
<h2 style="color: #212529 !important;">Our Industries</h2> |
|||
<hr |
|||
style="border: 3px solid #714B67 !important; background-color: #714B67 !important; width: 80px !important; margin-bottom: 2rem !important;"/> |
|||
</div> |
|||
|
|||
<div class="col-lg-3"> |
|||
<div class="my-4 d-flex flex-column justify-content-center" |
|||
style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;"> |
|||
<img src="./assets/icons/trading-black.png" |
|||
class="img-responsive mb-3" height="48px" |
|||
width="48px"> |
|||
<h5 |
|||
style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;"> |
|||
Trading |
|||
</h5> |
|||
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;"> |
|||
Easily procure |
|||
and |
|||
sell your products</p> |
|||
</div> |
|||
</div> |
|||
|
|||
<div class="col-lg-3"> |
|||
<div class="my-4 d-flex flex-column justify-content-center" |
|||
style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;"> |
|||
<img src="./assets/icons/pos-black.png" |
|||
class="img-responsive mb-3" height="48px" width="48px"> |
|||
<h5 |
|||
style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;"> |
|||
POS |
|||
</h5> |
|||
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;"> |
|||
Easy |
|||
configuration |
|||
and convivial experience</p> |
|||
</div> |
|||
</div> |
|||
|
|||
<div class="col-lg-3"> |
|||
<div class="my-4 d-flex flex-column justify-content-center" |
|||
style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;"> |
|||
<img src="./assets/icons/education-black.png" |
|||
class="img-responsive mb-3" height="48px" |
|||
width="48px"> |
|||
<h5 |
|||
style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;"> |
|||
Education |
|||
</h5> |
|||
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;"> |
|||
A platform for |
|||
educational management</p> |
|||
</div> |
|||
</div> |
|||
|
|||
<div class="col-lg-3"> |
|||
<div class="my-4 d-flex flex-column justify-content-center" |
|||
style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;"> |
|||
<img src="./assets/icons/manufacturing-black.png" |
|||
class="img-responsive mb-3" height="48px" |
|||
width="48px"> |
|||
<h5 |
|||
style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;"> |
|||
Manufacturing |
|||
</h5> |
|||
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;"> |
|||
Plan, track and |
|||
schedule your operations</p> |
|||
</div> |
|||
</div> |
|||
|
|||
<div class="col-lg-3"> |
|||
<div class="my-4 d-flex flex-column justify-content-center" |
|||
style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;"> |
|||
<img src="./assets/icons/ecom-black.png" |
|||
class="img-responsive mb-3" height="48px" width="48px"> |
|||
<h5 |
|||
style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;"> |
|||
E-commerce & Website |
|||
</h5> |
|||
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;"> |
|||
Mobile |
|||
friendly, |
|||
awe-inspiring product pages</p> |
|||
</div> |
|||
</div> |
|||
|
|||
<div class="col-lg-3"> |
|||
<div class="my-4 d-flex flex-column justify-content-center" |
|||
style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;"> |
|||
<img src="./assets/icons/service-black.png" |
|||
class="img-responsive mb-3" height="48px" |
|||
width="48px"> |
|||
<h5 |
|||
style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;"> |
|||
Service Management |
|||
</h5> |
|||
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;"> |
|||
Keep track of |
|||
services and invoice</p> |
|||
</div> |
|||
</div> |
|||
|
|||
<div class="col-lg-3"> |
|||
<div class="my-4 d-flex flex-column justify-content-center" |
|||
style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;"> |
|||
<img src="./assets/icons/restaurant-black.png" |
|||
class="img-responsive mb-3" height="48px" |
|||
width="48px"> |
|||
<h5 |
|||
style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;"> |
|||
Restaurant |
|||
</h5> |
|||
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;"> |
|||
Run your bar or |
|||
restaurant methodically</p> |
|||
</div> |
|||
</div> |
|||
|
|||
<div class="col-lg-3"> |
|||
<div class="my-4 d-flex flex-column justify-content-center" |
|||
style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;"> |
|||
<img src="./assets/icons/hotel-black.png" |
|||
class="img-responsive mb-3" height="48px" |
|||
width="48px"> |
|||
<h5 |
|||
style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;"> |
|||
Hotel Management |
|||
</h5> |
|||
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;"> |
|||
An |
|||
all-inclusive |
|||
hotel management application</p> |
|||
</div> |
|||
</div> |
|||
|
|||
</div> |
|||
</section> |
|||
|
|||
<!-- END OF OUR INDUSTRIES --> |
|||
|
|||
<!-- FOOTER --> |
|||
<!-- Footer Section --> |
|||
<section class="container" style="margin: 5rem auto 2rem;"> |
|||
<div class="row" style="max-width:1540px;"> |
|||
<div class="col-lg-12 d-flex flex-column justify-content-center align-items-center"> |
|||
<h2 style="color: #212529 !important;">Need Help?</h2> |
|||
<hr |
|||
style="border: 3px solid #714B67 !important; background-color: #714B67 !important; width: 80px !important; margin-bottom: 2rem !important;"/> |
|||
</div> |
|||
</div> |
|||
|
|||
<!-- Contact Cards --> |
|||
<div class="row d-flex justify-content-center align-items-center" |
|||
style="max-width:1540px; margin: 0 auto 2rem auto;"> |
|||
|
|||
<div class="col-lg-12" |
|||
style="padding: 0rem 3rem 2rem; border-radius: 10px; margin-right: 3rem; "> |
|||
|
|||
<div class="row mt-4"> |
|||
<div class="col-lg-6"> |
|||
<a href="mailto:odoo@cybrosys.com" target="_blank" |
|||
class="btn btn-block mb-2 deep_hover" |
|||
style="text-decoration: none; background-color: #4d4d4d; color: #FFF; border-radius: 4px;"><i |
|||
class="fa fa-envelope mr-2"></i>odoo@cybrosys.com</a> |
|||
</div> |
|||
<div class="col-lg-6"> |
|||
<a href="https://api.whatsapp.com/send?phone=918606827707" |
|||
target="_blank" |
|||
class="btn btn-block mb-2 deep_hover" |
|||
style="text-decoration: none; background-color: #25D366; color: #FFF; border-radius: 4px;"><i |
|||
class="fa fa-whatsapp mr-2"></i>+91 86068 27707</a> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
|
|||
</div> |
|||
<!-- End of Contact Cards --> |
|||
</section> |
|||
<!-- Footer --> |
|||
<section class="oe_container" style="padding: 2rem 3rem 1rem;"> |
|||
<div class="row" |
|||
style="max-width:1540px; margin: 0 auto; margin-right: 3rem; "> |
|||
<!-- Logo --> |
|||
<div class="col-lg-12 d-flex justify-content-center align-items-center" |
|||
style="margin-top: 3rem;"> |
|||
<img src="https://www.cybrosys.com/images/logo.png" |
|||
width="200px" height="auto"/> |
|||
</div> |
|||
<!-- End of Logo --> |
|||
<div class="col-lg-12"> |
|||
<hr |
|||
style="margin-top: 3rem;background: linear-gradient(90deg, rgba(2,0,36,0) 0%, rgba(229,229,229,1) 33%, rgba(229,229,229,1) 58%, rgba(0,212,255,0) 100%); height: 2px; border-style: none;"> |
|||
<!-- End of Footer Section --> |
|||
</div> |
|||
</div> |
|||
</section> |
|||
<!-- END OF FOOTER --> |
|||
</div> |
|||
</div> |
@ -0,0 +1,54 @@ |
|||
<?xml version="1.0" encoding="UTF-8"?> |
|||
<odoo> |
|||
<!-- Inherit and modify CRM Lead form view --> |
|||
<record id="crm_lead_view_form" model="ir.ui.view"> |
|||
<field name="name">crm.lead.form.inherit.crm.check.approve.limiter |
|||
</field> |
|||
<field name="model">crm.lead</field> |
|||
<field name="inherit_id" ref="crm.crm_lead_view_form"/> |
|||
<field name="arch" type="xml"> |
|||
<!-- Insert fields for checklist --> |
|||
<xpath expr="//page[@name='lead']" position="after"> |
|||
<field name="check_stage_ids" invisible="1"/> |
|||
<page string="Check List" name="check_list" |
|||
attrs="{'invisible':[('check_stage_ids','=',False)]}"> |
|||
<field name="checklist_progress" widget="percentpie"/> |
|||
<separator/> |
|||
<field name="check_list_ids" |
|||
widget="many2many_checkboxes"/> |
|||
<separator string="History"/> |
|||
<field name="check_list_history_ids" |
|||
options="{'no_create': True, 'no_create_edit':True}"> |
|||
<tree string="History" editable="bottom" |
|||
default_order='id desc'> |
|||
<field name="check_item_id"/> |
|||
<field name="stage_id"/> |
|||
<field name="list_action"/> |
|||
<field name="user_id"/> |
|||
<field name="change_date"/> |
|||
</tree> |
|||
</field> |
|||
</page> |
|||
</xpath> |
|||
</field> |
|||
</record> |
|||
<!-- Inherit and modify CRM Kanban view --> |
|||
<record id="crm_case_kanban_view_leads" model="ir.ui.view"> |
|||
<field name="name"> |
|||
crm.lead.kanban.lead.inherit.crm.check.approve.limiter |
|||
</field> |
|||
<field name="model">crm.lead</field> |
|||
<field name="inherit_id" ref="crm.crm_case_kanban_view_leads"/> |
|||
<field name="arch" type="xml"> |
|||
<!-- Add checklist progress field --> |
|||
<xpath expr="//field[@name='priority']" position="after"> |
|||
<field name="checklist_progress"/> |
|||
</xpath> |
|||
<!-- Add checklist progress bar in kanban content --> |
|||
<xpath expr="//div[hasclass('oe_kanban_content')]" |
|||
position="inside"> |
|||
<field name="checklist_progress" widget="progressbar"/> |
|||
</xpath> |
|||
</field> |
|||
</record> |
|||
</odoo> |
@ -0,0 +1,56 @@ |
|||
<?xml version="1.0" encoding="UTF-8"?> |
|||
<odoo> |
|||
<!-- Inherit and modify CRM Stage form view --> |
|||
<record id="crm_stage_form" model="ir.ui.view"> |
|||
<field name="name">crm.stage.form.inherit.crm.check.approve.limiter |
|||
</field> |
|||
<field name="model">crm.stage</field> |
|||
<field name="inherit_id" ref="crm.crm_stage_form"/> |
|||
<field name="arch" type="xml"> |
|||
<!-- Add fields for checklist restrictions --> |
|||
<xpath expr="//field[@name='team_id']" position="after"> |
|||
<separator string="Restrictions"/> |
|||
<field name="is_pre_checking" string="No Need for checklist"/> |
|||
<field name="is_disable_regress" |
|||
string="Prohibit Regress to this stage"/> |
|||
</xpath> |
|||
<!-- Add notebook for checklist --> |
|||
<xpath expr="//field[@name='requirements']" position="after"> |
|||
<separator/> |
|||
<notebook> |
|||
<page string="Check List" name="check_list"> |
|||
<field |
|||
name="stage_check_list_lines_ids" |
|||
widget="one2many" |
|||
mode="tree,form"> |
|||
<form> |
|||
<group> |
|||
<field name="check_task"/> |
|||
<field name="sales_team_id" |
|||
options="{'no_create':True}"/> |
|||
<field name="approve_groups_ids" |
|||
widget="many2many_tags" |
|||
options="{'no_create':True}"/> |
|||
<field name="is_stage_recover"/> |
|||
<field name="stage_id" invisible="1"/> |
|||
</group> |
|||
</form> |
|||
<tree string="Check List" editable="bottom"> |
|||
<field name="check_task" |
|||
string="What should be done on this stage"/> |
|||
<field name="sales_team_id" |
|||
string="only for team" |
|||
options="{'no_create':True}"/> |
|||
<field name="approve_groups_ids" |
|||
widget="many2many_tags" |
|||
options="{'no_create':True}"/> |
|||
<field name="is_stage_recover"/> |
|||
<field name="stage_id" invisible="1"/> |
|||
</tree> |
|||
</field> |
|||
</page> |
|||
</notebook> |
|||
</xpath> |
|||
</field> |
|||
</record> |
|||
</odoo> |