Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
As soon as you enter the project management module, you see the dashboard. The dashboard gives you a glimpse of every project that currently the company has in its store. From here, one can get a complete overview of the project and also the tasks underneath every project. Video Contents 00:00 Introduction 00:53 How to […]
To create a Customer in Odoo 14, 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 […]
For importing products or attributes or any data in #odoo13, basically, we require a file to import either on CSV or XLSX format. Ensure the labels for each column, so that while loading the file odoo can recognise each column in the loaded file and can map into the import screen accordingly. Once you load […]
We can send periodic status emails from Odoo ERP automatically using Odoo digest. It is possible to configure the frequency of emails and the contents of the email. How To configure digest emails? go to Settings- General Settings-Digest Email Here you can enable digest email under which you can see a field Digest Email where […]
how to create pages and edit layout in odoo 13 website From the ecommerce dashboard, click on GO TO WEBSITE option. Upon clicking, you will be navigated to the Website page as shown in the below image. In order to manage your page, click on Edit button on top right corner. It will give you […]
As soon as you enter the project management module, you see is the dashboard. The dashboard gives you a glimpse of every project that currently the company has in its store. From here, one can get a complete overview of the project also the tasks underneath every project. To view the tasks, click on the […]
A task can be defined as a duty or a piece of work that is assigned to a person from an authority that might be accomplished in time duration. A project may have multiple tasks, that integrally work to achieve the overall success of the project. Tasks can be easily created and managed. Once a […]
Odoo is an efficient ERP for managing your business process in a very smooth and efficient manner. The attractive feature of Odoo is that every application like Sales, Accounting, Manufacturing, and others are interconnected to each other making the organizational functions transparent and streamlined. In this video, we are going to discuss the topic of […]
How to create lost reasons in odoo 13 CRM? Client Relationship Management, which is the most significant piece of a business, is streamlined with the Odoo CRM framework. Odoo CRM is a blend of 8 Apps and Plugins. For productive administration of client connection, you should introduce all the accompanying Apps/Plugins. Opportunities may lose while […]
Stages in Odoo 13 CRM CRM in Odoo can be clarified as a progression of occasions that begin with distinguishing a Lead (a future deal probability) and goes through various stages like Opportunity, Quotation, Sale Order and genuine deal (receipt age and installment). Odoo coordinates Customer Management module alongside these procedures to achieve compelling Customer […]
