Partner Scoring and Evaluation v.18
The app to evaluate, score, and rank Odoo customers and vendors
This is the tool to evaluate and rank Odoo partners based on the flexibly configured questionnaires. The app lets you introduce survey questions of different types and weights, based on which the final score is calculated and shown.
- Free extension to evaluate, score, and rank Odoo vendors.
- Free extension to evaluate, score, and rank Odoo customers.
Indicative rankings
Show or hide rating progress bars on kanban, tree, and form views. Search low, normal, and high-ranked contacts using standard Odoo filters
Unlimited and specific questions
Introduce any number of evaluation points with various weights, answer bonuses, or answer penalties. Complete or change surveys right from a partner form
Flexible survey points
Apply suitable question types: checkboxes (e.g., True - plus 5 points, False - minus 2), drop-down selections (e.g., option 1 - plus 10 points, option 2 - plus 5 points, option 3 - minus 5 points), rankings (e.g., one star - 1 point, 3 stars - 5, no stars - minus 5 points), or numbers (e.g., each 5 - plust one point, but no more than 20)
Automatic evaluation types
Configure the rules to assign scores based on auto rules: when a partner suits specific filters (e.g., when a partner has a particular tag, add 3 points), when a partner has specific fields entered/not entered (e.g., no email or phone - minus 5 points), or calculate results based on complex and entirely flexible Python code
Your ranking levels
Define when a partner should be ranked high, normal, or low. For example, from 80% - highly scored; from 60% - normally scored
Topical quantitative analysis
Optionally turn on evaluation for customers and/or vendors. Choose specific partners to evaluate: others will be excluded from surveys.
Flexibly configurable surveys scoring points
Checkboxes
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Use this question type when the answer is True or False (default)
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Assign the score for both options: True - "Success Value Score" (e.g., +10); False - "Empty Value Score" (e.g., -5)
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Assign the weight for this evaluation point, e.g., 2. For example, the calculated result would be -5 x 2 = -10 for the contact with the unchecked flag
Dropdown selections
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Use this question type when there are multiple options to select. For instance, the estimated reputation is chosen between three possible values
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Assign the score for each option: Great (+10), Normal (+5), or Low (-5). The default value is empty (e.g., 0 points)
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Assign the weight for this evaluation point, e.g., 3. For example, the calculated result would be 10 x 3 = 30 for a partner with the "Great reputation"
Stars/Ratings
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Use this question type when evaluating a specific parameter from 0 to a particular number up to 10. For example, "Compliance and ethics" to be scored from zero to three stars
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Assign the score for each option: 1 star (-1), 2 stars (1), 3 stars (2). The default value is 0 (e.g., 0 points)
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Assign the weight for this evaluation point, e.g., 2. For example, the calculated result would be 3 x 2 = 6 for a partner with 3 stars
Numbers
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Use this question when users should enter an open-ended float number that is restricted only by a maximum. For example, the company revenue might be stated as any number in Millions, but the value for calculation is up to 10 Million
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Assign the weight for this evaluation point, e.g., 2. For example, the calculated result would be 3.5 x 2 = 7 for a partner with 3 million revenue. However, if the revenue is 15, it will be 10 x 2, since 10 is the maximum for calculations
Filters
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Use this question type to automatically assign a specific score based on whether a partner suits particular rules. For example, when a contact has a specific tag and/or fields entered
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Assign the score for both possibilities: True - "Success Value Score" (e.g., +5); False - "Empty Value Score" (e.g., -5)
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Assign the weight for this evaluation point, e.g., 1. For example, the calculated result would be -5 x 1 = -5 for the contact that doesn't satisfy the filters
Fields entered
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Use this question type to automatically assign a specific score based on whether a partner has a particular field entered. For example, when a contact has a phone in Odoo
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Assign the score for both possibilities: True - "Success Value Score" (e.g., 0); False - "Empty Value Score" (e.g., -10)
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Assign the weight for this evaluation point, e.g., 2. For example, the calculated result would be -10 x 2 = -20 for the contact that has an empty phone field
Python code
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Use this question type to calculate a score point automatically based on any Odoo data. For example, to find all paid invoices of the current partner and get their untaxed total
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Assign the weight for this evaluation point, e.g., 2. For example, the calculated result would be 2 x 2 = 4 for a partner with the calculated result 2
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Assign the maximum possible result. For example, if it is set as 5, the calculated result "7" will be replaced with 5. So, the score will be 5 x 2 = 10 (instead of 7 x 2 = 14)
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Feature description and details in short
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In the code use the variable "partner_id" that contains the currently evaluated Odoo contact (res.partner instance). Also, Python date, datetime, and timedelta are available
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Apply Odoo "env" to work with database data. For example, env["sale.order"] for quotations or env["account.move"] for invoices
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Save the calculation total in your code to the special "result" variable
Score calculations
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Each scoring point is summed up for a currently evaluated partner. For example, five existing questions led to the weighted scores: +10 - 5 + 2 + 7 + 5 = 19
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All the scoring questions also have their maximum possible values. For instance, 10 + 10 + 10 + 20 + 5 = 55
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Then, a specific customer score is calculated as total points divided by the maximum points. So, 19/55 = 34.55%
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Based on the calculated score, the app lets you define the high (marked green, e.g., 75%) and normal (marked yellow, e.g., 30%) levels. Others are low (marked red). Then, in our calculation, a partner is "normally" evaluated since 34.55% is between 30% and 75%.
Ofte stillede spørgsmål om Partner Scoring and Evaluation Odoo v.18
Hvad er opdateringspolitikken for jeres vaerktojer?
Ifolge de gaeldende regler for Odoo Apps Store:
- Hvert modul kobt til version 12.0 eller tidligere giver adgang til alle versioner op til 12.0.
- Fra version 13.0 skal hver modulversion kobes separat.
- Uanset version giver kobet ret til alle opdateringer og fejlrettelser inden for en hovedversion.
faOtools-teamet styrer ikke disse regler. Ved sporgsmaal, kontakt Odoo Apps Store-representanterne direkte.
Hvordan installerer jeg jeres app pa Odoo.sh?
Den mest direkte tilgang er Odoo-butikkens indbyggede arbejdsgang:
1. Abn modulets side, og klik pa Deploy on odoo.sh
2. Du bliver omdirigeret til GitHub. Log ind, og klik pa Create a new repo, eller brug et eksisterende. Repot skal vaere privat. Apps under OPL-1 ma ikke offentliggores. Opret om nodvendigt et nyt repo til Odoo.sh-projektet
3. Ga derefter til odoo.sh, klik pa Deploy, bekraeft, og klik pa Continue. Installationen starter.
Disse trin installerer appen pa production-grenen. Til andre grene eller opdatering:
1. Download kildekoden fra Odoo-butikken
2. Commit modulet til GitHub-repot. Ingen app-mapper/filer ma sta i .gitignore. Repoer oprettet af odoo.sh kan ignorere vigtige stier (f.eks. /lib). Upload alle modulmapper og -filer
3. Deploy malgrenen i odoo.sh-projektet, eller vent pa det automatiske build, hvis indstillingerne angiver det.
Hvordan installerer jeg jeres app pa min egen server?
2. Genstart Odoo-serveren;
3. Sla udviklertilstand til (tekniske indstillinger);
4. Opdater applisten (Apps-menuen);
5. Find appen, og klik pa Activate/Install;
6. Folg retningslinjerne pa appsiden, hvis de findes.
Jeres app har ekstra tilfojelser. Kan jeg kobe dem senere?
Ja. Odoo laegger automatisk alle afhaengigheder i indkobskurven: udelad allerede kobte vaerktojer, sa du ikke betaler to gange.
Jeg deployede jeres app pa Odoo.sh og ser advarsel/fejl i testene
En rod/orange advarsel pavirker ikke appens funktioner. Nogle gange bestar vores moduler ikke de standard automatiske tests, fordi de forventer en adfaerd, der er i konflikt med appens mal. Vi aendrer f.eks. prisberegningen, mens Odoo-testene sammenligner slutprisen med standardalgoritmen.
Tjek forst funktionerne i den deployede database. Virker alt?
Hvis du stadig mener, at advarslen pavirker reelle funktioner, kontakt os, og send de fulde installationslogfiler og den fulde liste over deployede moduler (kerne og tredjepart).
Kan jeg kobe jeres app direkte hos jer?
Nej, vi distribuerer kun vaerktojerne via den officielle Odoo-appbutik.
Jeg vil gerne have rabat
Desvaerre har vi ikke tekniske midler til individuelle priser.
Kan jeg installere appen pa min Odoo Online (SaaS)-database?
Nej, tredjepartsapps kan ikke bruges pa Odoo Online. Odoo SaaS blokerer den mulighed.
Jeres vaerktoj afhaenger af andre apps. Skal jeg kobe dem?
Ja, vaerktojet kraver alle moduler markeret som afhaengigheder. Prisen pa appsiden inkluderer allerede disse afhaengigheder.
Hvad koster modulet i amerikanske dollar? Hvorfor aendrede den sig?
Prisen pa vores moduler er sat i euro. Odoo-butikken omregner til andre valutaer efter den interne valutakurs. Derfor kan prisen i amerikanske dollar aendre sig, nar kursen opdateres.
App- og webstedstekster på andre sprog end engelsk er AI-assisterede og afstemt med officielle Odoo-oversættelser. Hvis du opdager en fejl, send en sag om oversættelseskorrekthed så retter vi det.
Odoo-demodatabaser (livedemoer)
Til denne app kan vi tilbyde en gratis personlig demodatabase.
Du behøver hverken telefonnummer eller kreditkort for at kontakte os. Det rækker med en kort e-mail-tilmelding, der tager under 30 sekunder.
På din anmodning forbereder vi en individuel live-forhåndsvisningsdatabase, hvor du i ca. to uger kan teste og tjekke antagelser.
Fejl Rapportering
Hvis du støder på fejl eller inkonsistent adfærd, så kontakt os. Vi garanterer rettelser inden 60 dage efter køb og forbedrer værktøjerne også bagefter.
Du behøver hverken telefonnummer eller kreditkort for at kontakte os. Det rækker med en kort e-mail-tilmelding, der tager under 30 sekunder.
Medtag så mange detaljer som muligt: skærmbilleder, Odoo-serverlogs og en fuld beskrivelse af, hvordan problemet genskabes. Det tager som regel nogle hverdage at lave en arbejdsplan (hvis fejlen bekræftes) eller retningslinjer (ellers).
Offentlig funktioner Anmodninger Modul Idéer GRATIS Udvikling
Vi er stærkt motiverede til at forbedre vores værktøjer og taknemmelige for al feedback. Hvis kravene er til offentlig nytte og kan implementeres effektivt, tager teamet dem med på opgavelisten.
En sådan opgaveliste behandles regelmæssigt og indebærer ingen ekstra gebyrer. Selvom vi ikke kan love frister og endeligt design, kan det være en god måde at få ønskede funktioner uden investeringer og risici.
Du behøver hverken telefonnummer eller kreditkort for at kontakte os. Det rækker med en kort e-mail-tilmelding, der tager under 30 sekunder.
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