Odoo Customer Visit Card
Odoo Customer Visit Card
Odoo Customer Visit Punch | odoo Customer Visit Card | Merchandiser visit Punch in odoo | odoo Merchandiser Portal Management | Odoo Merchandiser Quick Order
Odoo Customer Visit Card & Merchandiser Visit Punch Module
The Odoo Customer Visit Card module is a comprehensive solution tailored for businesses that rely on field sales or merchandising activities. This powerful tool allows businesses to monitor and manage customer visits efficiently while enabling merchandisers to record key data such as visit time, captured product images, and geolocation.
Designed specifically for Odoo, the module enables seamless tracking and logging of merchandiser visits from both backend and portal interfaces.
Key Features of Odoo Customer Visit Card Module
Merchandiser Visit Punch in Odoo
- Track every customer visit with detailed punch logs, including visit times, customer names, captured photos, and location data.
Portal Access for Merchandisers
- Portal users can view their previous visit punches and create new ones easily through a dedicated, user-friendly portal interface.
User Group Management
- The module defines clear roles for users, portal users, and managers, ensuring proper access and control over data.
Photo Capture and Upload
- Merchandisers can capture live photos of product displays or store conditions via a webcam. If the camera is unavailable, images can be uploaded from a local drive.
Geolocation Logging
- Automatically capture GPS coordinates during each punch to ensure accurate tracking of field activities and store visits.
Smart Search and Filter
- Use powerful search, sort, and list functionalities within the portal to quickly locate specific visit logs or customer information.
Quick Order Management
- Allow merchandisers to create quick product orders based on field interactions, streamlining the order placement process from the portal itself.
Applications of Odoo Customer Visit Card Module
Field Sales Tracking
- Monitor sales representatives and their store visits in real-time with accurate, photo-verified records.
Merchandiser Portal Management
- Empower merchandisers with an intuitive portal where they can manage their activities, upload visit reports, and capture field data.
Retail and FMCG Operations
- Perfect for businesses managing merchandising operations in supermarkets, retail chains, or distributor locations.
Benefits of Using the Odoo Merchandiser Visit Module
- Improves transparency in field operations
- Ensures accuracy through real-time photo and location capture
- Enhances accountability for merchandisers and sales reps
- Reduces manual paperwork and follow-ups
- Centralizes all visit data for quick review and reporting
Related Modules for Enhanced Productivity
Explore more tools to improve your field operations and business card processing within Odoo:
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