Here’s a video on how to sell to customers using sales quotation with the odoo erp. #growthstack #erp #odoo #business #erpconsultant #enterprise #resource #planning #sales #Sell #Customers #Sales #Quotation #Odoo
In Odoo ERP, efficiently creating and managing customers is pivotal for maintaining strong relationships and ensuring smooth business operations. By leveraging Odoo’s customer management features, businesses can streamline the process of capturing, organizing, and engaging with their clientele. In this guide, we’ll explore the steps involved in creating new customer records, managing customer data, and […]
In Odoo’s Point of Sale (POS) system, bill splitting allows you to divide a restaurant or bar bill among multiple customers. This is useful when a group of people are dining together and want to pay for their own items separately. Odoo offers two main methods for splitting bills: Splitting by Product: You can select specific […]
You can record all your customer’s details in the Sales module in a separate field. The Customer field in the Sales module can be used for keeping details and contact information regarding each customer. #odooerp You can locate any saved customer details using sorting options like filters and group-by options available on this platform. #odoo17 #odootutorials […]
Most companies have expired or unused products after several years for various reasons. These expired commodities are not able to sell in the market to customers. The unused items cause several unsatisfactory results when used by individuals. It is possible to set alerts or warnings for the products in a company using ERP software. Sales […]
A proforma invoice is a preliminary bill of sale sent to buyers in advance of a shipment or delivery of goods. It provides detailed information about the products or services to be provided, including the quantity, price, and other relevant terms. However, unlike a commercial invoice, a proforma invoice is not a demand for payment […]
Let’s see how to change a customer from a sales order. 1. Create a sale order. 2. keep in mind that, the customer can only change if the sales order is recurring. 3. move to the quotation list choose the sale order and goto actions now select change customer. 4. it’s effortless to change customers […]
Notifying customers when a wishlisted product is restocked in Odoo 16 can greatly enhance customer satisfaction and improve your sales. Enable wishlist from the configuration settings of website module to mange the wishlist. In the product form under the sales tab , choose e-commerce shop you can manage the out of stock products. You can […]
In this video, we will be discussing on how to get warnings when invoicing a specific customer. #odoo16sales Odoo has a wonderful feature to line associate degree informative or block warnings on each client or product. to line these alerts on products, partners, or customers we will move to Configuration – Settings of Sales and […]
This video will discuss how to use the contact form on the Website Contact Page to create new customer contacts. Video Content ———————— 00:00 Introduction 00:26 Go to website & and then contact us page 01:04 Edit Form 03:34 Go to contact module Creating a Contact Form on your company website to collect customer contacts […]