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Re: Leads to Web Shop on behalf of the Customer

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
LasLabs, Dave Lasley
- 22/06/2017 04:05:14
Hey Max,

We have a customer looking to do something very similar, although not within the checkout process. Is it a requirement to go through e-commerce, and not to simply be able to push a quotation into a customer’s cart?

— Dave Lasley

On Jun 21, 2017, at 1:52 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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