Odoo 17 Sales module, empowers you to master the art of sales order management, harness the power of quotations, streamline invoicing and payments, and unleash the potential of sales analytics. Whether you’re a seasoned business owner or an aspiring sales professional, this webinar will provide you with the knowledge and skills you need to elevate your sales operations to new heights. #odoo17 #odoowebinar #odoofunctionalvideos
Video Chapters
00:00 Introduction
03:44 Dashboard
05:20 The Sample Quotation
13:52 Documents
29:20 Upselling Opportunity
34:33 Activity Types
40:28 Reporting by the Customers
43:30 Product Catalog
47:31 Sales Variant Selection Methods
50:30 Email Templates
56:30 Global Discounts
Under the Product menu in Odoo 17, there is a single platform where you can set up discounts, gift cards, eWallets, and loyalty. In one location, you can create coupons for Next Order, Buy X Get Y, Loyalty Cards, Promotions, and discounts. These programme kinds were all created using essentially the same process.
You can enter the maximum number of permitted usages in the Limit Usage section. When the Show Points field is activated, the web portal, POS ticket and eCommerce checkout will show the total number of points available and used by reward. By turning on the corresponding fields in the Available On section, the promotion programme will be accessible on the website, sales, and point of sale.
If the trigger is set to automatic, the consumer will automatically be eligible for a reward in their cart. If the consumer enters a certain code, they will be eligible for the prize if the trigger is assigned as Use a Code.
Using the Add button, you may specify rules and appropriate prizes under the Rules & rewards tab.
A company’s ability to manage all sales-related processes depends heavily on its ability to staff effectively. You can establish several effective teams of accountable workers to oversee your sales programmes and boost sales with the aid of the Odoo Sales module.
You have the ability to establish a pre-established format for the sales quotations you generate within the Odoo Sales module. To make it easier for you to utilise them while making new quotes, Odoo will assist you in creating a variety of these templates. With the Odoo Sales module, creating quotation templates is not a tough chore. You must enable the Quotation Templates feature from the Sales module’s Settings menu in order to gain access to the platform for developing quotation templates.
When a client places an order for a good or service from your business, you have to make sure that the best ways and routes are taken to deliver the good or service to the customer’s location promptly and without any issues. You can manage and preserve the records of a company’s transportation methods—which it uses to ship its goods to its customers—in the Odoo ERP system.
Your business will make a positive impression on your clients if you deliver the product on schedule, without damaging it, and at a reasonable shipping cost. The business has two options for product delivery: it can use independent shipping providers or deliver goods directly to clients. Odoo will guarantee smooth operation in both of these shipping ways by keeping precise track of the delivery procedures.
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