We need to customize the purchasing process as follow:
1. Display dedicated articles (services) based on
• customer category (large business, small business, medium business, institution)
• user role (HR, engineering, operations)
Each user has a role and a company category (webform custom fiels already working) and need to see only dedicated articles.
Only registered portal user could access to the purchasing this is a B2B environment.
Once logged in user will:
- Select a main value stream -section- (course, consulting, engineering)
- Select main product (consulting, i.e. “Support to PPAP”)
- Select optional products (related to main product travel expenses, no-competition, training material ….) This must be with checkbox (replace the add button)
This order generate a quotation (engagement letter) that need to be approved form administrator and sent to the customer (using native Quorarion Function).
After customer approval a Sale Order (Letter of Engagement) must be signed for confirmation. It would be nice to have some form of online electronic signature. ITA/ENG
We need a small customization to the existing ecommerce process as we sell services not goods:
- It would be nice to change the default term Quotation QTN with PROPOSAL “PRO“ in documents, documents protocol and in portal and also in Italian “PRO Preventivo”
- Sale Order, default odoo, term must be changed with ENGAGMENT LETTER “EGL” “ in documents, documents protocol and in portal in Italian Lettera di incarico “LI”
- Ecommerce Site must be organized in “section” it would be nice to have different colours as in our logo
o Categories: Training, Consulting, Engineering
o Sub Categories (two level) please see the enclosed xls
o Each category has multiple products (see enclosed xls) must be translated in Italian and English. Odoo must recognize user language using registration info and display data in the proper language
- Each category (or product) must have its “optional product (services) ” that can be purchased. When the customer select a “main service” then optional product will be displayed. It would be nice to have flag (tick box) for each optional products.
- These optional products will define the Terms&Condition of the engagement letter that will be sent with the Sale Order (proposal)
- Also we need a template to import/export products with all records (accounts, desctiption pricelist and pictures too)