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124 lines
5.1 KiB
ReStructuredText
124 lines
5.1 KiB
ReStructuredText
=========
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Resellers
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=========
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Within Odoo's **CRM** app, leads can be forwarded to resellers (or partners). Leads can be manually
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assigned, or automatically assigned, based on the resellers' designated *level* and location.
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Configuration
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=============
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To utilize the reseller features, the *Resellers* module first needs to be installed. Navigate to
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the :menuselection:`Apps application`, and remove the :guilabel:`Apps` filter from the
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:guilabel:`Search...` bar. Then, search for `Resellers`.
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.. image:: resellers/resellers-module.png
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:alt: The resellers module in Odoo.
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Click :guilabel:`Install` on the :guilabel:`Resellers` module card that appears. Doing so installs
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the module, and returns to the main Odoo dashboard.
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After the module is installed, navigate to the :menuselection:`CRM app`. Under the
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:menuselection:`Configuration` menu is a new section, titled :guilabel:`Members`, with three options
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beneath it: :guilabel:`Levels`, :guilabel:`Partner Activations`, and :guilabel:`Commission Plans`.
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.. _crm/partner-levels:
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Levels
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======
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Partner *levels* are used to differentiate between various resellers. To view the levels, navigate
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to :menuselection:`CRM app --> Configuration --> Levels`.
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On the :guilabel:`Levels` page that appears, there are three default levels:
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- :guilabel:`Gold`
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- :guilabel:`Silver`
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- :guilabel:`Bronze`
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New levels can be added, as needed, by clicking :guilabel:`New`, and filling out the resulting level
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form.
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Existing levels can also be edited and renamed, if desired, as well. To modify a level, select it
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from the list, and proceed to make any desired changes from the level form page that appears.
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:guilabel:`Level Weight` is used to decide the probability a partner to be assigned a lead or
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opportunity. On the level form, assign a numerical value (greater than zero) to the :guilabel:`Level
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Weight` field. If the weight is zero, no leads are assigned.
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.. tip::
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*Level Weight* can be assigned on an individual contact record. The weight assigned on the
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individual record overwrites the default weight assigned on the level configuration form.
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.. _crm/partner-activations:
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Partner activations
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===================
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Partner *activations* are used to identify the status of a partner. Activations are assigned on an
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individual contact record, and can be used to group or filter the *Partnership Analysis* report
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(:menuselection:`CRM app --> Reporting --> Partnerships`).
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To view the partner levels, navigate to :menuselection:`CRM app --> Configuration --> Partner
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Activations`.
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Three activation types are created by default in the **CRM** app:
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- :guilabel:`Fully Operational`
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- :guilabel:`Ramp-up`
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- :guilabel:`First Contact`
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New partner activations can be added, as needed, by clicking :guilabel:`New`, and entering a
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:guilabel:`Name` on the new line that appears. Then, select the desired status in the
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:guilabel:`Active` column.
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Existing partner activations can also be edited and renamed, if desired. To rename a status, click
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the :guilabel:`Name` field of a desired level, and enter a new name.
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To change the active status of an activation, slide the toggle in the :guilabel:`Active` column of
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the desired activation to the *inactive* position.
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.. figure:: resellers/activations-toggle.png
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:alt: The list of default partner activations in the CRM app.
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Partner assignments
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===================
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After :ref:`levels <crm/partner-levels>` and :ref:`partner activations <crm/partner-activations>`
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configured.
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To update an individual partner record, navigate to :menuselection:`CRM app --> Sales -->
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Customers`, and click the Kanban card for the desired partner to open the customer record.
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On the customer record, click the :guilabel:`Partner Assignment` tab.
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Click the :guilabel:`Partner Level` field, and select an option from the drop-down menu to assign a
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level. Click the :guilabel:`Activation` field, and select a partner activation type from the
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drop-down list, if desired. Then, click the :guilabel:`Level Weight` field to assign a different
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level weight, if necessary.
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Publish partners
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================
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With the Odoo **Website** and **Resellers** apps installed, a new webpage (`/partners`) is created
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to display a list of all active partners from the **CRM** app.
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Next, return to :menuselection:`CRM app --> Sales --> Customers`, and click the Kanban card for a
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partner. From that partner's contact form, click the :guilabel:`Go to Website` smart button at the
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top of the page to open that partner's webpage.
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Next, click :guilabel:`Edit` at the top-right of the partner's webpage, and use the :doc:`building
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blocks <../../../websites/website/web_design/building_blocks>` to add any additional design
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elements, or information about the partner.
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.. tip::
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A company summary is a useful addition to this page.
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After making any necessary changes to the page, click :guilabel:`Save`. At the top of the page,
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slide the :guilabel:`Unpublished` toggle to the active, :guilabel:`Published` position, if needed.
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Repeat these steps for all partners.
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.. image:: resellers/partners-webpage.png
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:alt: An example of the partners webpage, displaying available partners by level and location.
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