org.openpsa.sales

flack edited this page Dec 8, 2016 · 1 revision

This component provides a basic sales and contract management system for OpenPSA.

Data Structure

Salesproject

Salesprojects serve as a container for related offers or contracts with a particular client. They are visible both in the sales perspective and in the project management, so that as soon as a salesproject is created, you can begin to track work hours on it, even if no order has been placed by the client yet.

Deliverable

Deliverables track the individual services or products offered to the client. They are based on the system's configured products, but all aspects can be adapted to accurately reflect the agreements with the individual client.

There are basically two types of deliverables, subscriptions and single deliveries. Much of the logic is shared between the two, but subscriptions will periodically create new invoices until the deliverable's expiry date is reached. The cycle's duration (month, day, quarter, and so on) is configurable.