Dampak Data
Job Responsibility per Role – Kasus PT Sinar Jaya Abadi
| Role | Tugas Spesifik | Aktivitas di Odoo |
|---|---|---|
| Sales Executive | – Membuat opportunity baru di CRM. – Follow-up contact person (Andi – Procurement). – Update stage pipeline & jadwalkan aktivitas. | CRM → Create Opportunity → Update Stage (Qualified → Proposal) → Next Activity: Meeting. |
| Sales Admin | – Membuat quotation dari opportunity yang Won. – Memasukkan detail produk/jasa. – Mengirim quotation ke customer (Andi). | Sales → Create Quotation → Isi Order Lines → Send by Email → Confirm Order. |
| Sales Manager | – Review & approve quotation bernilai besar. – Monitor pipeline & conversion rate. – Evaluasi lost reason. | Sales → Approve Quotation → CRM → Review Pipeline Report. |
| Finance Officer | – Membuat invoice dari Sales Order. – Mengarahkan invoice ke contact Finance (Rina – Supervisor). – Mengirim invoice ke customer. | Accounting → Create Invoice → Invoice To: Rina Kartika → Validate → Send. |
| Accountant | – Mencatat pembayaran customer. – Mengubah status invoice dari Open → Paid. – Memastikan revenue masuk ke laporan keuangan. | Accounting → Register Payment → Reconcile → Update Invoice Status. |
🎯 Ringkasan
Andi (Procurement Manager) berhubungan dengan Sales Executive & Sales Admin.
Rina (Finance Supervisor) berhubungan dengan Finance Officer & Accountant.
Sales Manager memantau keseluruhan proses untuk memastikan target tercapai.
📌 Dengan tabel ini, kita bisa melihat dengan jelas siapa bertanggung jawab atas setiap langkah, sehingga proses Opportunity → Quotation → Invoice → Payment berjalan mulus.
