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 […]
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 […]
This video explains how to create Coupons and Promotional Programs in #Odoo15 Video Content: 0:00 – Introduction to Coupons and Promotional Programs in Odoo 15 0:32 -How to Activate Coupons and Promotional Programs in Odoo 15 1:13 – Promotion Programs Odoo 15 13:16 – Coupon Programs Odoo 15 Every business flourishes with various promotional activities. […]
Payment Terms specify all the conditions under which a sale is paid, mostly to ensure customers pay their invoices correctly and on time. #odoo15 #odoosales Video Content 0:00 – Introduction 1:10 – How to configure Payment Terms in Odoo 15 5:36 – How to set Payment terms for customers 6:09 – Setting Payment term inside […]
A Pro-forma invoice is an abridged or estimated invoice in advance of delivery of goods. It notes the kind and quantity of goods, their value, and other important information such as weight and transportation charges. #odoo15 #odoosales #odooproforma Pro-forma invoices are commonly used as preliminary invoices with a quotation, or for customs purposes in importation. […]
This video describes how to set ‘Order to Upsell in Odoo15’. A sale order comes to Order to upsell only if one creates the invoice according to the ordered quantity and the delivered quantity is greater than the invoiced quantity. #odoo15 #upsell #odoo15sales If we go through particular product details, in the invoice tab of […]
Every business is related to at least one product. In marketing terms “A product is anything that can be offered to a market that might satisfy a want or need. #odoo15 Every bit of information about a product is stored in the system for better product management. In Odoo most of the modules including Inventory, […]
