Digital Agency Website
Digital Agency Website
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. If we go through particular product details, in the invoice tab of that product we can see an option called Invoicing policy. There we can see […]
Membership is something that some business firms or other organizations introduce to help the customers and to ensure long term relationship with the customers. A customer can be a member of a business venture to avail of special offers and other benefits. Managing members manually is a tough task for any business. It creates difficulty […]
Notes are an important aspect of a company’s operations as these would be used to describe, store and pass on important information aspects of the company operations. The Odoo platforms notes module helps the users to create and manage all the notes and their operations. In addition, as the aspects operate digitally there is zero […]
When our business expands, keeping track of the demands and serving clients becomes more and more difficult. More customers experience greater profit, but maintaining relationships with each one becomes extremely difficult. In increasing customer loyalty and maximizing company performance, successful customer engagement plays a crucial role. In every company enterprise, a well-structured ERP will reinforce […]
At times, there can be a situation of selling a unique set of products in a shop. But each time adding this product to the quotation demands an ample amount of time from the executor. To eradicate this problem, Odoo is embedded with an option called Quotation templates, where one can seamlessly create quotations and […]
Internal communication and information exchange is one of the backbones of a company’s growth. The new Odoo 14 has a discussion module that will act as a platform for the discussion on various aspects of company operations. In addition, an integrated module with access from all corners of the business will be a reliable tool […]
An informative and planning calendar will provide the companies to have effective schedule management and planning to be done effectively in the various aspects of company operations. The Odoo platform has allocated separate calendars module which allows the users to plan the activities, schedule meetings, task, and operational aspects allowing the users to manage monitor […]
While working with your opportunities, you might lose some of them. You will want to keep track of the reasons you lost them and also which ways Odoo can help you recover them in the future. Mark a lead as lost While in your pipeline, select any opportunity you want and you will see a […]
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 […]
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 […]
