sales dashboard shouldn't be installed only with CRM

Bug #716487 reported by Aline (OpenERP)
6
This bug affects 1 person
Affects Status Importance Assigned to Milestone
Odoo Addons (MOVED TO GITHUB)
Confirmed
Wishlist
OpenERP R&D Addons Team 3

Bug Description

create a db with only the sales application. go to the application : no dashboard. It should be there. Actually this dashboard appears only if you install the CRM application.

Changed in openobject-addons:
assignee: nobody → OpenERP R&D Addons Team 3 (openerp-dev-addons3)
importance: Undecided → Medium
status: New → Confirmed
Changed in openobject-addons:
status: Confirmed → In Progress
Revision history for this message
Meera Trambadia (OpenERP) (mtr-openerp) wrote :

Hello Aline,

If we installed sale module only we can view "Sales Manager Dashboard".
And "Sales Dashboard" in crm module viewing the crm statistics (my opportunities, my meetings, etc...) so we can not move it to sale module it totally depend on crm.

Note: We can create new sales dashboard for sale module only and rename the existing "Sales Dashboard" to "CRM Dashboard"

give me your view please.

thanks,
mtr

Revision history for this message
Mustufa Rangwala (Open ERP) (mra-tinyerp) wrote :

Hello Aline,

I am closing bug for now. If you have suggestion you can open it.

thanks,
mra

Changed in openobject-addons:
status: In Progress → Invalid
Revision history for this message
Aline (OpenERP) (apr-tinyerp) wrote :

there are 2 important boards for sales user : My Quotations and Monthly Turnover. Is it possible to install the sale dashboard with these both boards (with sales) and the complete dashboard if crm is installed ?

Changed in openobject-addons:
status: Invalid → Confirmed
Revision history for this message
Mustufa Rangwala (Open ERP) (mra-tinyerp) wrote :

My Quotations and Monthly Turnover => This two actions are available in sale_crm module we can pop them and put in sale module.

thanks aline.

Changed in openobject-addons:
status: Confirmed → In Progress
Revision history for this message
Purnendu Singh (OpenERP) (purnendu-singh) wrote :

Hello Aline,

As sale and the crm module are not dependable on each other.

We can do this by adding one extra menu in sale module under which we can put My Quotations and Monthly Turnover.
and removing these two from crm module.
So, when we install sale module there will be two menu under dashboard
--Sales Manager Dashboard
--Sales Dashboard

and when both sale and crm installed then there will be total 3 menues.
--Sales Manager Dashboard
--Sales Dashboard
--Sales CRM Dashboard

What you suggest?

Thanks
PSI

Changed in openobject-addons:
status: In Progress → Confirmed
importance: Medium → Wishlist
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