Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
The permissions and limitations that are given to individuals or user groups with connection to the data and functions of the system are referred to as access rights in Odoo. These access rights aid in limiting who is able to do what within the various Odoo modules. #odootutorials #odoofunctionalvideos Internal users can access the application, defining […]
A sales team is a group of individuals within an organization who are responsible for selling the company’s products or services to customers. Activity Types” refer to different types of activities or tasks that can be associated with various records, such as leads, opportunities, or projects. Activity type helps to bridge good communication between the […]
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 […]
Section: In Odoo, a section typically refers to a grouping or categorization of related information within a module or a document.In the Sales module, you may find sections such as quotations, sales orders, and invoices. Each of these sections contains information related to the respective stage of the sales process. Notes: In Odoo, the term […]
Sending a product back to the seller by a client or customer is termed a Sales return. Due to various reasons, a customer can return the item to the owner. Sometimes, it is due to customer dissatisfaction with a product or differences in individual desire. To make a sales process smoother, it is necessary to […]
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 […]
This video explains the sales reporting in odoo 17. An organization that is successful and long-lasting must regularly analyze its sales processes and other business operations. Report management is given a lot of prominence in every module of Odoo ERP. You can also manage your sales report management in the Sales module by viewing a […]
Get information about users or employees by clicking on their avatars. HR and Contact information will be displayed in card format. In Odoo, an “avatar” generally refers to the profile picture or image associated with a user or a record in the system. Each user in the Odoo system can have a personal avatar, which is […]
The process of configuring invoice process for a customer is known as Automatic Invoice. Customer invoicing is a crucial part of most business processes when selling a product or service. A customer gets notified about product details such as price, quantity, and more from an invoice. It is easy to know the total cost of […]
In today’s competitive business environment, effective communication with customers is crucial. One way to enhance customer engagement is by sending product specifications directly to their email. Odoo 17, a powerful open-source business management software, makes this task easy and efficient. Sending product specifications to customers via email in Odoo 17 is a simple and effective […]
