Claims Management

This module adds a complete claim (complaint) tracking area to Odoo, linked to the CRM app.

Users record claims with a subject, a reporter (partner, phone, email), a responsible salesperson, a sales team, a category, a priority and a deadline. Each claim moves through stages shown as a status bar on the form (New, In Progress, Settled, Rejected by default), and the form has tabs for the claim description, root causes and resolution actions (corrective or preventive).

Where it appears: - An "After Sale" menu with "Claims" (list, calendar and form views), available to salespeople. - Under CRM configuration: Claim, with Categories and Stages. - A "Claims" report under CRM reporting, with pivot and graph views (Claims Analysis). - On the customer form, a "Claims" stat button showing how many claims that customer (and its child contacts) has.

Automatic behaviour: - Choosing a partner fills in the email and phone. - Choosing a category can set the sales team. - New claims get a default stage and team; copying a claim resets its stage and adds "(copy)" to the subject. - Incoming emails can create claims automatically, using the subject, body, sender and CC. - Claims are restricted per company (multi-company rule).

The report shows number of claims, delay to close, overpassed deadline and number of emails, grouped by stage, team, salesperson, partner, category and month.