经销商¶
Within Odoo’s CRM app, leads can be forwarded to resellers (or partners). Leads can be manually assigned, or automatically assigned, based on the resellers’ designated level and location.
配置¶
To utilize the reseller features, the Resellers module first needs to be installed. Navigate to
the , and remove the Apps filter from the
Search… bar. Then, search for Resellers.
Click Activate on the Resellers module card that appears. Doing so installs the module, and returns to the main Odoo dashboard.
After the module is installed, navigate to the . Under the menu is a new section, titled Resellers, with three options beneath it: Partner Levels, Partner Activations, and Commission Plans.
Partner levels¶
Partner levels are used to differentiate between various resellers. To view the partner levels, navigate to .
On the Partner Levels page that appears, there are three default levels:
金
银
青铜
根据需要，点击 新建 并填写由此产生的关卡表格，即可添加新关卡。
如果需要，也可以编辑和重命名现有的级别。要修改某个级别，请从列表中选择该级别，然后在出现的级别表格页面中进行任何所需的修改。
Level weight is used to decide the probability a partner to be assigned a lead or opportunity. On the level form, assign a numerical value (greater than zero) to the Level Weight field. If the weight is zero, no leads are assigned.
小技巧
Level Weight can be assigned on an individual contact record. The weight assigned on the individual record overwrites the default weight assigned on the level configuration form.
合作伙伴激活¶
Partner activations are used to identify the status of a partner. Activations are assigned on an individual contact record, and can be used to group or filter the Partnership Analysis report ().
To view the partner levels, navigate to .
Three activation types are created by default in the CRM app:
Fully Operational
Ramp-up
First Contact
New partner activations can be added, as needed, by clicking New, and entering a Name on the new line that appears. Then, select the desired status in the Active column.
Existing partner activations can also be edited and renamed, if desired. To rename a status, click the Name field of a desired level, and enter a new name.
To change the active status of an activation, slide the toggle in the Active column of the desired activation to the inactive position.
The list of default Partner Activations in the CRM app. The toggle for First Contact is in the inactive position, while the rest are active.¶
Partner assignments¶
After partner levels and partner activations configured.
To update an individual partner record, navigate to , and click the Kanban card for the desired partner to open the customer record.
On the customer record, click the Partner Assignment tab.
Click the Partner Level field, and select an option from the drop-down menu to assign a level. Click the Activation field, and select a partner activation type from the drop-down list, if desired. Then, click the Level Weight field to assign a different level weight, if necessary.
发布合作伙伴¶
安装 Odoo 网站 和 经销商 应用程序后，将创建一个新网页 (/partners)，以显示 CRM 应用程序中所有活跃合作伙伴的列表。
接下来，返回 ，点击合作伙伴的看板卡。在该合作伙伴的联系表单中，点击页面顶部的 转至网站 智能按钮，打开该合作伙伴的网页。
接下来，点击合作伙伴网页右上方的 编辑，并使用 建构模块 添加任何其他设计元素，或有关合作伙伴的信息。
小技巧
A company summary is a useful addition to this page.
After making any necessary changes to the page, click Save. At the top of the page, slide the Unpublished toggle to the active, Published position, if needed.
Repeat these steps for all partners.