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Re: Leads to Web Shop on behalf of the Customer

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Re: Leads to Web Shop on behalf of the Customer

by
agitomeh
- 21/06/2017 23:01:02
Maxime,
Generally, the sales rep should  logout of Odoo before heading to the shopping cart. This will allow him to get the website without his or her details. Then proceed to check out

Njoroge Gitomeh (Antony) 
Farmington Hills MI 

+1 248 946 7423




On Wed, Jun 21, 2017 at 4:52 PM, Maxime Chambreuil <mchambreuil@ursainfosystems.com> wrote:
Hello,

I have a customer who targets the following sales scenario:
  • Sales rep works on a lead. Lead is linked to a customer record.
  • Before meeting face-to-face with the customer, the Sales rep clicks on the "New Quotation" button on his tablet. He is brought to the Odoo Website shop page.
  • While showing his tablet to the customer, he goes through the shopping cart process and enter customer info (addresses). The info is related to the customer record (not the Sales Rep record)
  • At the end, he gets a draft quotation related to the customer (not the Sales rep).
Do you have any feedbacks/ideas on how to implement this? How would we impersonate the customer during the website process?

Thanks.

Ursa Information Systems Maxime Chambreuil
Project Manager / Consultant

Ursa Information Systems
1450 W Guadalupe Road, Suite 132
Gilbert, Arizona, 85233

Office:     1-855-URSA ERP x 710
                1-855-877 2377 x 710
Mobile:   1-602-427-5632

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