[FEATURE REQUEST] Support Multiple Sales Offices

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[FEATURE REQUEST] Support Multiple Sales Offices

Dennis Grant
Here's a kick at me asking for a feature instead of just implementing it
directly myself....

Companies (like ours) often have multiple sales offices in different
localities (like countries)

So the "Company Information" table needs to be multivalued; instead of
editing global company information, it needs to be "Create New Office",
"Edit Office", and "Delete Office"

And on Quotes, Sales Orders, Etc there needs to be a drop-down box to
select the sales office associated with that Quote/Order, which changes
what is printed on the PDF version of that Quote/Order etc.

Anybody want to own this one?

DG

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Re: [FEATURE REQUEST] Support Multiple Sales Offices

Jens Hamisch
Hi,

I urgently need this feature, too.


At a first glance it seems not to be too complicated.

I'd agree to have more than one entry in the organzation table and
to add the modification dialogs. Also I'd introduce a organization to
crmentity mapping which would allow each entity to be assigned to
one (or even more) organzation(s).

Also there should be a relation between users and organzations, so
that a particular user may act only for those organzations he's
related to. This would introduce another stage after login: If
a user is assigned to more than one organization, than there must
be a selection for which one he's going to act during the next
session. This would be the "default" organization later on.

We'd have to think of each particular entity then: IMHO products
may be assigned to more than one organzation, but a salesorder
or quote should only be assigned to the default organzation ...
So there may be extra dialogs to be added later on.  To get a
quick start on this, I'd suggest to assign each new entity to
the creating users default organzation and to implement multi-
organzation relations in a second step.


You see, I've already thought a lot about this feature, so I may
suggest to implement a proposal  and send it to this list for
discussion ...


Jens



On Wed, Aug 16, 2006 at 12:08:18PM -0400, Dennis Grant wrote:

> Here's a kick at me asking for a feature instead of just implementing it
> directly myself....
>
> Companies (like ours) often have multiple sales offices in different
> localities (like countries)
>
> So the "Company Information" table needs to be multivalued; instead of
> editing global company information, it needs to be "Create New Office",
> "Edit Office", and "Delete Office"
>
> And on Quotes, Sales Orders, Etc there needs to be a drop-down box to
> select the sales office associated with that Quote/Order, which changes
> what is printed on the PDF version of that Quote/Order etc.
>
> Anybody want to own this one?
>
> DG
>
> _______________________________________________
> Get started with creating presentations online - http://zohoshow.com?vt 

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| . .  . |  Waldeckstr. 9a                 Car (Voice):  (+49 172) 81 04 162
|     .  |  D-82515 Wolfratshausen         Voice:        (+49 8171) 41805-0
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 \   .  /   Tel.: (+49 8171) 41805-0       Email:        [hidden email]
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Re: [FEATURE REQUEST] Support Multiple Sales Offices

Jens Hamisch
In reply to this post by Dennis Grant

Hi,

one should read *before* he answers ... ;-)

You are talking about sales offices and in may answer I was talking
about multiple organzations ... I'd differ between them! There should
be more than one organzation and each organization should have more
than one sales office: this requires an introduction of another table.

Jens


On Wed, Aug 16, 2006 at 12:08:18PM -0400, Dennis Grant wrote:

> Here's a kick at me asking for a feature instead of just implementing it
> directly myself....
>
> Companies (like ours) often have multiple sales offices in different
> localities (like countries)
>
> So the "Company Information" table needs to be multivalued; instead of
> editing global company information, it needs to be "Create New Office",
> "Edit Office", and "Delete Office"
>
> And on Quotes, Sales Orders, Etc there needs to be a drop-down box to
> select the sales office associated with that Quote/Order, which changes
> what is printed on the PDF version of that Quote/Order etc.
>
> Anybody want to own this one?
>
> DG
>
> _______________________________________________
> Get started with creating presentations online - http://zohoshow.com?vt 

--

--------------------------------------------------------------------------------
     /
 +##+|##+   STRAWBERRY                     Jens Hamisch
+v#+v v##+  EDV-Systeme GmbH               Managing director
/ v    v\v
| . .  . |  Waldeckstr. 9a                 Car (Voice):  (+49 172) 81 04 162
|     .  |  D-82515 Wolfratshausen         Voice:        (+49 8171) 41805-0
 | .     |                                 Fax:          (+49 8171) 41805-59
 \   .  /   Tel.: (+49 8171) 41805-0       Email:        [hidden email]
  \____/    [hidden email]      

_______________________________________________
Get started with creating presentations online - http://zohoshow.com?vt 
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Re: [FEATURE REQUEST] Support Multiple Sales Offices

Jens Hamisch
Hi,

we'd also have to think of permissions. I'd suggest:

    - Each user is allowed to add/modify/delete entities related to
      the organizations he's related to.
      More detailed settings are done using the roles.
      As default setting only the CEO role should be allowed to
      modify sales offices.
    - The admin user must be allowed to modify all entities, so he
      could implicitely be assigned to all organizations.

Thinking about the term "sales office": Wouldn't it be better to
introduce a more abstract term like "organization unit". This would allow
to handle more than just sales offices (e.g. to assign trouble tickets
to a "customer care center").


Jens


On Thu, Aug 17, 2006 at 08:15:19AM +0200, Jens Hamisch wrote:

>
> Hi,
>
> one should read *before* he answers ... ;-)
>
> You are talking about sales offices and in may answer I was talking
> about multiple organzations ... I'd differ between them! There should
> be more than one organzation and each organization should have more
> than one sales office: this requires an introduction of another table.
>
> Jens
>
>
> On Wed, Aug 16, 2006 at 12:08:18PM -0400, Dennis Grant wrote:
> > Here's a kick at me asking for a feature instead of just implementing it
> > directly myself....
> >
> > Companies (like ours) often have multiple sales offices in different
> > localities (like countries)
> >
> > So the "Company Information" table needs to be multivalued; instead of
> > editing global company information, it needs to be "Create New Office",
> > "Edit Office", and "Delete Office"
> >
> > And on Quotes, Sales Orders, Etc there needs to be a drop-down box to
> > select the sales office associated with that Quote/Order, which changes
> > what is printed on the PDF version of that Quote/Order etc.
> >
> > Anybody want to own this one?
> >
> > DG
> >
> > _______________________________________________
> > Get started with creating presentations online - http://zohoshow.com?vt 
>
> --
>
> --------------------------------------------------------------------------------
>      /
>  +##+|##+   STRAWBERRY                     Jens Hamisch
> +v#+v v##+  EDV-Systeme GmbH               Managing director
> / v    v\v
> | . .  . |  Waldeckstr. 9a                 Car (Voice):  (+49 172) 81 04 162
> |     .  |  D-82515 Wolfratshausen         Voice:        (+49 8171) 41805-0
>  | .     |                                 Fax:          (+49 8171) 41805-59
>  \   .  /   Tel.: (+49 8171) 41805-0       Email:        [hidden email]
>   \____/    [hidden email]      
>
> _______________________________________________
> Get started with creating presentations online - http://zohoshow.com?vt 

--

--------------------------------------------------------------------------------
     /
 +##+|##+   STRAWBERRY                     Jens Hamisch
+v#+v v##+  EDV-Systeme GmbH               Managing director
/ v    v\v
| . .  . |  Waldeckstr. 9a                 Car (Voice):  (+49 172) 81 04 162
|     .  |  D-82515 Wolfratshausen         Voice:        (+49 8171) 41805-0
 | .     |                                 Fax:          (+49 8171) 41805-59
 \   .  /   Tel.: (+49 8171) 41805-0       Email:        [hidden email]
  \____/    [hidden email]      

_______________________________________________
Get started with creating presentations online - http://zohoshow.com?vt