Sales CRM: Customer Group with CRM

Efficient Customer Group Management Across CRM, Sales, and Invoices

Centralized Customer Group Setup for CRM, Sales, and Invoices

This app helps you set up customer groups with specific details like payment terms, pricelists, and account receivables. You can also link these customer groups to the CRM form.

When a lead becomes an opportunity, you can choose whether to create a new customer or use an existing one (Odoo standard). For new customers, the app automatically applies the customer group, along with the payment terms, pricelist, and account receivable. If you're using an existing customer and these details aren't already set, they will be added too.

Main Features:

• *Set Customer Group in CRM*:
  This app allows you to assign a specific customer group directly within the CRM form. The customer group helps organize customers based on shared characteristics such as payment terms, pricelists, and account receivables.
• *Lead Conversion and Customer Creation*:
  When a lead is converted into an opportunity, there is an option to either create a new customer or use an existing one. A simple checkbox helps you decide this. If you create a new customer, the system automatically assigns the relevant customer group, payment terms, pricelist, and account receivable values. For existing customers, the app will assign these values only if they have not been set already.
• *Automatic Assignment of Customer Group for Child Contacts*:
  If you add a new child contact (for example, a person linked to a parent contact), the customer group is automatically inherited from the parent contact. This ensures consistency in customer group assignment across all linked contacts.
• *Customer Group in Sales Order*:
  In the sales order form, once you select a customer, their associated customer group is automatically set. This eliminates the need for manual input and keeps the customer information consistent across different processes.
• *Customer Group in Invoice*:
  When you generate an invoice from a sales order (following the standard Odoo workflow), the system automatically transfers the customer group to the invoice form. This ensures that the invoice reflects the correct customer group, along with its associated payment terms and pricelist.
• *Inclusion in Reports*:
  The customer group is also included in analysis reports within CRM, sales, and invoices. This makes it easier to track and analyze customer data based on their group, helping with decision-making and reporting.