Visit Management

A comprehensive Odoo module for managing customer visits and sales activities.

About

An Odoo module that enables sales teams to track and manage customer visits with GPS location tracking capabilities. It streamlines the sales process by allowing visits to be seamlessly converted into sales orders and quotations.

Features

• Customer Visit Tracking: Create and manage customer visits with detailed notes and scheduling
• GPS Location Tracking: Automatically capture GPS coordinates, IP address, city, and country information when visits are submitted
• Visit Status Management: Track visit lifecycle through Draft, Submitted, Converted, and Cancelled states
• Sales Order Integration: Seamlessly convert visits into sales orders with a simple wizard
• Multi-Company Support: Full support for multi-company environments
• Activity Tracking: Built-in mail threading and activity management for collaboration
• Role-Based Access Control: Comprehensive security with user and manager roles
• Automatic Numbering: Sequential visit numbers for easy tracking and reference

Installation

1. Place the module in your Odoo addons directory
2. Update the apps list in Odoo
3. Search for "Visit Management" in the Apps menu
4. Click Install

Configuration

After installation, configure the module:

1. Go to Sales → Configuration → Settings
2. Scroll to the Visit Management section
3. Configure your preferences

Usage

Creating a Visit

1. Navigate to Sales → Visits → Visits
2. Click Create
3. Fill in the visit details:
   • Customer
   • Visit Date
   • Salesperson (auto-populated with current user)
   • Visit Notes
4. Click Save

Submitting a Visit

1. Open a visit record
2. Click Submit to change the status to Submitted
3. GPS location data will be automatically captured if available

Converting to Sales Order

1. Open a submitted visit
2. Click Create Sales Order
3. The wizard will pre-fill customer and salesperson information
4. Confirm to create the sales order
5. The visit status will change to "Converted to Sale"

Technical Details

• Module Name: visit
• Version: 1.0
• Category: Sales
• License: LGPL-3
• Dependencies: base, sale, mail, web

Models

• visit.visit: Main visit management model with GPS tracking
• visit.make.sale: Wizard for converting visits to sales orders
• Extended sale.order: Added relationship to track visits
• Extended res.config.settings: Configuration options for the module