How to Activate & Create Purchase Receipts in Odoo 16 Accounting | Odoo 16 Functional Videos – CBMS Odoo ERP

Purchase receipts are confirmations of collected payments rather than invoices, like a ticket or a receipt. #odooaccounting When you directly pay for an expense using funds from your organization, you should use this function. #odoo16 In contrast, vendor bills are recorded when you get an invoice and the money is first credited to a debt […]

Managing Purchase Quotations & Orders in Odoo 16 | Odoo 16 Purchase #odoofunctionalstories – CBMS Odoo ERP

One of the vital needs for purchase operations in a company is Purchase Order and Request for Quotation (RFQ). A proper channel is necessary to carry out industrial products in an organization. #odoo16purchase #odoo16 Product price and quality attract most customers in the market nowadays. It is essential to request multiple vendors for a product. […]

How to Convert a Lead to a Ticket Convert to Ticket in Odoo 16 CRM | Odoo 16 CRM – CBMS Odoo ERP

This video explains the lead to ticket conversion. The Odoo CRM application enables you to create leads, quotations, pipelines, and more concerning sales in your company. #odoo16 Video Chapters 00:00 Introduction 00:26 Open the Lead 01:20 Convert Lead to Ticket 02:15 Ticket Explanation 02:29 Assign to Me 02:48 View Ticket (in the Chatter) 03:29 Solved […]

Converting Your Lead to Opportunity in Odoo 16 CRM | Odoo 16 Enterprise Edition – CBMS Odoo ERP

This video explains how to convert a lead into an opportunity. A lead would increase the probability of establishing a business deal with the customer. #odoo16crm Video Chapters 00:00 Introduction 00:40 Enable the leads 01:16 Open a lead from the leads menu 02:22 Convert to opportunity, merge with an existing opportunity 04:20 Create direct opportunity […]