Accounting
Purchase
Sales
Orders
Inventory
Returns
Sales Force Physical Returns
Schedule a Physical Return
Capture a Physical Return and Print a Returns Checking Slip
Validate a Physical Return
Create a Distributor Credit note
Sales Force Virtual Returns
Capture a Virtual Return and Print a Returns Checking Slip
Validate a Virtual Return
Issue a Distributor Credit note and Re-Invoice
Return to Supplier
Return to Supplier (Manual)
Internal Breakages
Distributor Breakages (Replacement)
Capture a Distributor Breakage (Replacements) and Print a Return Checking Slip
Validating a Distributor Breakage - Replacement
Distributor Breakages (Credit Note)
Capture a Distributor Breakage and Print a Returns Checking Slip
Validate a Distributor Breakage (Credit Note)
Create a Distributor Breakage Credit note
Adjustments
Corrections
Products
Manufacturing
Attendance Register
Help
Additional Help
Installing Odoo as an application
Two Factor Authentication Set Up
Automated Signature
How to Register a Guest on BBB - Guest Wi-Fi
Dot Matrix printing - How to and Troubleshooting
How to Log a Support Ticket in Odoo
How to Log a New Feature request Ticket in Odoo
Sales Force
Promotion
Demotion
Pay-In Sheets
Create and print pay-in sheets pack
Register pay-in sheets
Capturing pay-in sheets
Register pay-in sheets distributor summaries
Capturing Pay-In Sheets Distributor Summaries
Create a Cosultant
Activating inactive sales force member
VoIP
Blacklisting
Suspend
Moving Consultants
Sales Force Member Information Edits
PaySpace
Contact Centre
MVNO
How to purchse data, voice, SMS and check the balance on BBB Connect HelpDoc
How to port/transfer your current SIM card number to BBB Connect SIM card
How to Recharge BBB Connect SIM card
TaskFlow
How to set up sales force meetings campaign
Making Inbound and Outbound calls for contacts 'Potential Leads'
How to create a user
How to make a sales force meeting call
How to set up extensions
How to configure sales force meetings
How to set up dispositions
How to set up a recruiting campaign
How to set up call teams
How to call the Leads and Recruits
Campaign Planner
Table of Contents
- All Applications
- Campaign Planner
- Review a Campaign
Review a Campaign
Introduction
Once the Buyer or Merch assistant has submitted a campaign, it will go into Review state. Brand Managers are the only users in the Merch Team that can amend a campaign that is in review State.
Responsible Team
- Brand Manager
Navigation
Navigate to your Odoo dashboard and click on this application: Campaign Planner
Please navigate as follows to get to the correct screen:
Campaign Planner / Upcoming Campaigns
You should now land on a screen that looks like this:
Process
- Click on View Campaign on the Campaign you are planning for, you should land on a screen that looks like this:
- Click on the campaign that is In Review state, you should now be on the product capture screen.
The codes highlighted in Green are captured to completion and have been marked as 'Done'. If the code is highlighted in Grey, it means the Catalogue status selected is 'Off' or 'Exclude'. While the products that have not been captured at all will remain white.
- All captured products in a campaign that is In Review state should be marked as 'Done' (Green state), with the exception of products that are 'Off' or 'Excluded'. There should be no products still highlighted in yellow when you receive a campaign.
- Once you've reviewed and are satisfied with the campaign, click the Approve button. No amendments can be made to a campaign that is in Approved State.
- If you are unsatisfied and require amendments to be made to the campaign, click the Re-Open button, the campaign will go back into Open state and the buyer will be able to amend the campaign.
- Indicate all the products that should be amended by unticking the toggle labeled 'Done'. The code will change from green to yellow. The buyer will know that the items highlighted yellow have been reviewed and have to be amended.