Alur Role vs Form di Odoo

1. CRM – Opportunity (Sales Executive)

Form: Opportunity
Diisi oleh: Sales Executive
Field Utama:
- Opportunity Name
- Customer (auto-filled dari Contacts)
- Contact Person (auto-filled dari Contacts, misal Andi Setiawan)
- Expected Revenue
- Probability
- Stage

📌 Tugas: Sales Executive bertanggung jawab input & update pipeline agar progres deal selalu terlihat.

2. Sales – Quotation (Sales Admin / Sales Executive)

Form: Quotation
Diisi oleh: Sales Admin (atau Sales Executive di beberapa kasus)
Field Utama:
- Customer (auto-filled dari Contacts)
- Contact Person (misal Andi Setiawan)
- Address, Email (auto-filled)
- Order Lines (Product, Quantity, Price, Taxes)
- Validity Date
- Salesperson

📌 Tugas: Sales Admin membuat draft quotation, Sales Executive memastikan isinya sesuai negosiasi dengan customer.

3. Sales Order (Sales Executive / Manager Approval)

Form: Sales Order
Diisi oleh: Sales Executive
Field Utama:
- Confirmation of Quotation
- Delivery Terms (jika produk fisik)

📌 Tugas: Sales Executive konfirmasi order setelah customer setuju. Untuk nilai besar, butuh approval Sales Manager.

4. Accounting – Invoice (Finance Officer / Accountant)

Form: Invoice
Diisi oleh: Finance Officer
Field Utama:
- Customer (auto-filled)
- Invoice To (child contact Finance, misal Rina Kartika)
- Invoice Lines (auto-filled dari Sales Order)
- Invoice Date & Due Date
- Payment Terms

📌 Tugas: Finance Officer membuat invoice, Accountant mencatat pembayaran & rekonsiliasi.

5. Payment (Accountant)

Form: Payment Registration
Diisi oleh: Accountant
Field Utama:
- Payment Method (Bank Transfer, Cash, Giro)
- Payment Date
- Amount Paid

📌 Tugas: Accountant memastikan status invoice berubah dari Open → Paid.

🎯 Ringkasan Alur

• Sales Executive → isi & update CRM Opportunity.

• Sales Admin → buat Quotation (Sales Order setelah confirm).

• Sales Manager → approve untuk nilai besar.

• Finance Officer → buat Invoice.

• Accountant → catat Payment.

Dengan alur ini, kita tahu siapa mengisi form yang mana, dan tidak terjadi kebingungan peran.