Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
In Odoo 18’s Project module, the Customer Ratings feature enables businesses to collect feedback on project tasks directly from customers. This functionality is crucial for assessing client satisfaction and refining project processes.CBMS Odoo Partner Enabling Customer Ratings: Navigate to Settings: Go to the Project module, then select Configuration — Settings. Activate the Feature: In the […]
In this video, we’ll walk you through Loyalty Card Management in Odoo 18. A well-structured loyalty program can boost sales and encourage repeat customers. Odoo offers multiple reward options, and today, we’re focusing on Loyalty Cards—from setup to applying rewards. What You’ll Learn: ✨ ✅ How to enable and configure Loyalty Programs in Odoo 18 […]
Odoo 18 Helpdesk offers customer rating functionality to gather feedback on your support services. Here’s a breakdown of how it generally works and what you can expect, based on Odoo’s typical implementations and available information: Key Features and Concepts: Ticket Rating: Customers can rate their satisfaction with the resolution of their helpdesk tickets. This is […]
“Unlock the power of your Point of Sale data with Odoo 18! 📈 This video dives deep into the robust reporting features of Odoo POS, revealing valuable insights into your sales performance. 📊 Learn how to analyze sales trends, track top-selling products, identify peak hours, and better understand your customer behaviour. ✨ With insightful reports […]
In Odoo 18, you can customize the checkout process and manage customer accounts to enhance the shopping experience on your eCommerce website. Here’s how to configure these features: Configuring Sign In/Up at Checkout: Odoo allows you to define whether customers can check out as guests or if they must sign in or create an account […]
Creating a Customer from an Odoo Website Form 1. Install the Necessary Module: * eCommerce: Ensure this module is installed. It’s essential for enabling customer creation from website forms. 2. Create a Website Form: * Navigate to Website: Go to the Website module in your Odoo backend. * Create a New Form: Design a form […]
Odoo allows you to manage different customer addresses and delivery addresses in Odoo 18 accounting for the following reasons: 1. Flexibility and Efficiency: Multiple Locations: Businesses often have customers with multiple locations, such as offices, warehouses, and home addresses. This feature allows you to associate different addresses with each customer, streamlining the process of creating […]
Customer Notes in Odoo 18 POS allow you to add specific instructions or information related to individual order lines or the entire order. These notes can be displayed on receipts and invoices, providing valuable context for both you and your customers. Here’s how to use them: * Enable Customer Notes: * Go to Point of […]
Accessing and Utilizing Customer Information in Odoo 18 POS In Odoo 18, accessing and utilizing customer information within the Point of Sale (POS) module is a straightforward process, designed to streamline your sales operations. Here’s a detailed guide: 1. Customer Search and Selection: In the POS interface, navigate to the customer field. Start typing the […]
Odoo 18 provides a user-friendly interface for creating and managing customer records. Here’s a detailed guide on how to create a customer in the Odoo 18 Sales module: 1. Access the Sales Module: Log in to your Odoo instance. Navigate to the “Sales” app. 2. Open the Customer List: Click on the “Customers” menu item. […]