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Diagram Swimlane – Role vs Modul (CRM → Sales → Accounting)

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Lane: Sales Executive
──────────────────────────────────────────────
[CRM: Create Opportunity]
   ↓
 Update Stage & Next Activity
   ↓
 Hand-off ke Sales Admin (jika sudah Proposal/Won)


Lane: Sales Admin
──────────────────────────────────────────────
                ← Input dari Sales Executive
[Sales: Create Quotation]
   ↓
 Kirim Quotation ke Customer
   ↓
 Confirm Order → Sales Order
   ↓
 Hand-off ke Finance Officer


Lane: Sales Manager
──────────────────────────────────────────────
   Review & Approve Quotation bernilai besar
   ↓
   Monitoring Pipeline & Conversion Rate
   ↓
   Laporan penjualan untuk Manajemen


Lane: Finance Officer
──────────────────────────────────────────────
                ← Input dari Sales Admin
[Accounting: Create Invoice]
   ↓
 Kirim Invoice ke Contact Finance (contoh: Rina)
   ↓
 Menunggu pembayaran Customer
   ↓
 Hand-off ke Accountant


Lane: Accountant
──────────────────────────────────────────────
                ← Input dari Finance Officer
[Accounting: Register Payment]
   ↓
 Rekonsiliasi keuangan
   ↓
 Laporan Accounts Receivable

🎯 Makna Diagram Swimlane

  • Sales Executive memulai proses dari CRM.

  • Sales Admin melanjutkan dengan membuat quotation dan order.

  • Sales Manager berperan sebagai kontrol & pengawas.

  • Finance Officer membuat invoice berdasarkan order.

  • Accountant menutup siklus dengan pencatatan pembayaran.

Semua peran ini saling terhubung lewat modul Odoo → CRM → Sales → Accounting.

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