Budget Line: filter product and partner
Adds additional Product and Partner filtering on Budget Line
STORY BEHIND THE FEATURES
ODOO BEHAVIOR
Odoo's Budget allows business to plan a desired financial outcome and then measure the actual performance against the plan. Odoo uses budgetary position and analytic account to identify budgeting object.
CLUEDOO BEHAVIOR
Cluedoo adds additional filter to specify tracking on product and partner. Company could even track budgeting without analytic accounts of products and partner.
BUSINESS CASE
Company A wants to plan and track quarterly sales from their 3 main products via different sales channels.
OUR FEATURES AS SOLUTION
Adds additional Product and Partner filtering on Budget Line
HOW TO USE THIS MODULE?
1. On Accounting, go to Budget and create a new quarterly budget.
2. For each Analytic Account (Sales Channels), user specify sales budget from every 3 main products and other products (all products excluding 3 products selected above).
User could even add multiple products on one budget line.