CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
Odoo 18 offers a robust system for managing promotions and discounts within the Sales module. This allows you to implement various strategies to attract customers and boost sales. Key Promotion Types in Odoo 18 Sales: Fixed Amount Discounts: Apply a fixed amount of discount to specific products or the entire order. Ideal for seasonal sales, […]
In Odoo 18 CRM, converting a promising opportunity into a formal quotation is a crucial step in the sales process. This guide will walk you through the simple process of converting opportunities into quotations. Steps Involved: Identify the Ready Opportunity: Review your pipeline and identify opportunities that have reached the ‘Qualified’ or ‘Proposal Sent’ stage. […]
In the dynamic world of sales, understanding the reasons behind lost deals is crucial. Odoo 18’s CRM module provides a powerful tool to track and analyze lost deals, helping you identify areas for improvement and enhance your sales strategy. Why Configure Lost Reasons? Identify Trends: By tracking lost reasons, you can identify recurring patterns and […]
Odoo’s Inventory module is a robust tool designed to streamline and optimize your organization’s inventory management processes. It offers a wide range of features that help you: Core Functionalities: Product Management: – Create and categorize products with detailed attributes like weight, volume, and cost. – Manage product variants and options. – Set up barcode scanning […]
Odoo 18 offers enhanced features for pricelist management and customization of print formats to streamline your sales processes and improve customer experience. Pricelist Revamp – Advanced filtering: Easily filter pricelists based on various criteria, such as customer groups, products, or validity dates. – Pricelist comparison: Compare multiple pricelists side by side to identify differences and […]
Odoo 18 offers a robust RFQ (Request for Quotation) management system that can be integrated with email and portal functionalities to streamline the procurement process. Here’s a breakdown of how it works: RFQ Creation and Management: – Create RFQ: You can create new RFQs directly within Odoo, specifying details such as product requirements, quantities, due […]
The purpose of the “Deliver content by Email” feature in Odoo 18 Sales is to streamline communication and enhance customer engagement throughout the sales process. It allows you to send emails directly from within the sales module, saving time and ensuring consistency in your messaging. Here are some key benefits of this feature: – Efficient […]
Filters are the criteria you apply to search and view specific data in Odoo 18. When you use the back button, filter persistence ensures that your previously applied filters are retained, making navigation and data exploration more efficient. Enabling Filter Persistence: Access the Settings: Go to Settings — Technical — System Parameters. Locate the Parameter: […]
Odoo 18 offers a robust loyalty card and e-wallet system within its portal functionality. Here’s a breakdown of how it works: Loyalty Cards: – Customer Creation: When a new customer is created, a loyalty card is automatically generated for them. – Point Accumulation: Every purchase made by the customer contributes to their loyalty points balance. […]
To filter rules and domains in Odoo Studio, you can follow these steps: 1. Access the Object’s Form View: Go to Studio — Apps. Find and click on the object you want to modify. Select Form View from the available views. 2. Locate the Field or Field Group: Scroll through the form view until you […]
