Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
Specifying terms and conditions is essential to set out important contractual points such as payment terms, limitation of liability, and delivery terms between customers and sellers. #odoo15sales Video Content: 0:00 – Introduction 0:46 – Set Default Terms and Conditions for Quotations, Sale orders, Invoices 3:36 – Set Default Terms and Conditions on Quotation Templates 5:58 […]
There are numerous types of taxes, and their application varies greatly, depending mostly on your company’s localization. To make sure they are recorded with accuracy, Odoo’s tax engine supports all kinds of uses and computations. #odoo15sales #odoo15enterprise As part of your Fiscal Localization Package, most of your country’s sales taxes are already pre-configured on your […]
The Odoo platform allows its user to perform the sale comparison based on the pack of goods. This can be easily configured by the user in the platform and it allows the users to manage it easily. #odoo15sales Video Content: 0:00 – Introduction to Product Packaging 0:22 – How to sell Products by multiple of […]
Different business policies might require different options for invoicing: The Invoice what is ordered rule is used as the default mode in Odoo Sales, which means that customers will be invoiced once the sales order is confirmed. Video Content:#odoo15sales 0:00 – Introduction 1:10 – Set Invoicing Policy for Products in Odoo 15 2:47 – Invoice […]
In this video let us see how Odoo can help you create a good sales quotation. #odoo15sales Generating quotations the professional way is very important for the progress of a business. Gone are the days when manual and traditional quotations were used for the business. Now, what is more, important is the generation of professional […]
In business, handling products in different units of measure is very important and it’s very essential to sell and buy products in different quantities that are convenient for consumers. Video Content: 0:00 – Introduction 0:16 – Configure Unit of Measure in Odoo 15 2:40 – Set Unit of Measure for a Product Units of measures […]
You can lock a sale order when it is confirmed. This prevents any altering of the order. This can be activated by going to Sales – Configuration – Settings and activate the Lock Confirmed Sales feature. After activating the lock feature the status of the order will be changed to Locked if a sale order […]
In this video, we’ll discuss how we can change the related field to a normal field. #odoo14 #odoofields Related fields in Odoo are used to show the value to a field from another model field. By default, the related field values are not stored in the database. To store such values we have to add […]
Odoo can handle various delivery methods, but it is not activated by default. Delivery methods can be used for your sale orders, your deliveries but also on your e-commerce. Video Content: 0:00 – Introduction to Shipping Methods in Odoo 15 0:31 – Activate Shipping Methods in Odoo 15 3:07 – Create and Configure Shipping Methods […]
To create a Customer in Odoo 15 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 add […]