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Coupons | Odoo Sales – CBMS Odoo ERP

In this video, learn how to set up promotional discounts, coupons, and loyalty programs in your Sales app. Introduction: 00:00 – 01:04 Configuration: 01:05 – 01:37 Coupons: 01:38 – 07:50 Conclusion: 07:51 – 08:16 Other lessons related to this video:  Pricelists: Multiple Prices per Product: Pricelists: Discounts and Margins  Promotion Essentials & Discounts Need more information […]

Pricelists: Multiple Prices per Product | Odoo Sales – CBMS Odoo ERP

In this video, learn how to use Pricelists to create multiple prices for products.  Introduction: 00:00 – 01:57 Pricelist Settings (Multiple Prices per Product): 01:58 – 02:43 Configure Pricelists: 02:44 – 07:52 Adding Customers to Pricelists: 07:53 – 08:52 Create a Quotation: 08:53 – 09:29 Conclusion: 09:30 – 09:57 Other lessons related to this video:  […]

Online Quotations | Odoo Sales – CBMS Odoo ERP

In this video, learn how to use online quotations in the sales application.  Introduction: 00:00 – 01:48 Settings: 01:49 – 02:38 Quotation Templates (Configuration): 02:39 – 05:49 Quotation Templates (Design Templates): 05:50 – 07:50 Using Quotation Templates: 07:51 – 10:55 Conclusion: 10:56 – 11:20 Other lessons related to this video:  Sales Basics and Your First […]

Upsell Subscriptions | Odoo Subscriptions – CBMS Odoo ERP

In this video, learn how to upsell ongoing/current subscriptions – either recurring and/or non-recurring products. Introduction: 00:00 – 01:24 Subscriptions Dashboard: 01:25 – 01:51 In-Progress Subscription Form: 01:52 – 05:36 Sales Smart Button: 05:37 – 06:14 Upsells Page: 06:15 – 06:29 Conclusion: 06:30 – 06:55 Other lessons related to this video:  – 9.a: Subscription Basics […]