Convert Leads to Opportunities in Odoo 14 CRM: Opportunity is a certified lead. The particular arrangement has met certain criteria and shows a high incentive to the business, or a high likelihood of closing, you have to get enough subtleties from your visitors. On the off chance, it matches with your business intrigue, you can […]
Cash book acts as a subsidiary book that helps in checking the cash balances at any point in time. The cash book is one of the most important subsidiary books of your business as it keeps a record of every cash transaction happening. This module helps in generating a cash book report of all your […]
This is the latest feature in odoo 14 where users can view the dashboard for the purchase module. When you open the purchase module above the list view of purchase orders and quotations you can see a dashboard with a lot of details including the status of all RFQ’s and my RFQ’s with a count […]
Nowadays selling products online is growing Day by day and becoming more popular than before. For that Odoo is Introduced an interesting application called Odoo e-commerce to boost your business. The Odoo e-commerce application allows you to sell your products through beautiful Online Shop pages and also can make a purchase within a few clicks. […]
Odoo is an efficient ERP for managing your business process in a very smooth and efficient manner. The attractive feature of Odoo is that every application like Sales, Accounting, Manufacturing, and others are interconnected to each other making the organizational functions transparent and streamlined. In this video, we are going to discuss the topic of […]
To create a Customer in Odoo 14 Community, Go to Sales – Orders – Customers: When you click the CREATE button it shows a form to create a new customer record. Customer form contains fields such as Name of the individual/company, Company Address, VAT, Phone, Mobile, Email, Website Link, customer Tags. It is possible to […]
Odoo Accounting Journal Entries: An accounting journal is a record of transaction exchanges requested by date, these transactions are recorded in the name of journal entries. Each journal entry shows account names and their credits and debit values. In Odoo we can create different types of journals. Sales, Purchase, cash, Bank, and miscellaneous are the […]
In this purchase agreement type, multiple RFQs are generated for different vendors with different prices for the same product. This is the way to choose the best price for a product. This is like offering a tender for the public, whenever the RFQ confirms with the best price and all others can be canceled. So […]
Lots and serial numbers are the best methodologies available for the tracking of the product in inventory, retail operations, or wholesale establishments. Moreover, the products are assigned with a lot or a serial number at the time of their arrival at the warehouse or as if it completes the manufacturing process allowing the official to […]
Blogs are imminent methods to share and pass information product or service provider company should be updating its customers and others about the advancements and various aspects regarding the technology and methodologies of operation with blogs. Moreover, blogs can be a major platform for you to market your companies products and services to customers. Furthermore, […]