To create a Customer in Odoo 15 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 […]
This video explains how to create Coupons and Promotional Programs in #Odoo15 Video Content: 0:00 – Introduction to Coupons and Promotional Programs in Odoo 15 0:32 -How to Activate Coupons and Promotional Programs in Odoo 15 1:13 – Promotion Programs Odoo 15 13:16 – Coupon Programs Odoo 15 Every business flourishes with various promotional activities. […]
Payment Terms specify all the conditions under which a sale is paid, mostly to ensure customers pay their invoices correctly and on time. #odoo15 #odoosales Video Content 0:00 – Introduction 1:10 – How to configure Payment Terms in Odoo 15 5:36 – How to set Payment terms for customers 6:09 – Setting Payment term inside […]
A Pro-forma invoice is an abridged or estimated invoice in advance of delivery of goods. It notes the kind and quantity of goods, their value, and other important information such as weight and transportation charges. #odoo15 #odoosales #odooproforma Pro-forma invoices are commonly used as preliminary invoices with a quotation, or for customs purposes in importation. […]
This video describes how to set ‘Order to Upsell in Odoo15’. A sale order comes to Order to upsell only if one creates the invoice according to the ordered quantity and the delivered quantity is greater than the invoiced quantity. #odoo15 #upsell #odoo15sales If we go through particular product details, in the invoice tab of […]
Every business is related to at least one product. In marketing terms “A product is anything that can be offered to a market that might satisfy a want or need. #odoo15 Every bit of information about a product is stored in the system for better product management. In Odoo most of the modules including Inventory, […]
An important part of every business is the preparation and maintenance of a price list. Odoo 15 has developed an impressive price list feature that is sure to help a business to survive in the competitive market. Video Content: 0:00 – Introduction to Sales Pricelists in Odoo 0:39 – How to create Sales Pricelists in […]
This video explains ‘How to Schedule Activities in Odoo 15’. Planning activities are the perfect way to keep on track with your work. Get reminded of what needs to be done and schedule the next activities to undertake. Video Content: 0:00 – Introduction to Activity Scheduling in Odoo 15 0:46 – Schedule activities in Odoo […]
It is a difficult task to manage a point of sale business. In the modern world, it is not practical to depend completely on manual document management and activity tracking. An efficient ERP solution can be the best support in this situation. Odoo 14 offers a POS module, with added features, aiming to ensure comprehensive […]
Membership is something that some business firms or other organizations introduce to help the customers and to ensure long term relationship with the customers. A customer can be a member of a business venture to avail of special offers and other benefits. Managing members manually is a tough task for any business. It creates difficulty […]
