CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
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 […]
Tags in Odoo 18 are a powerful tool to categorize, filter, and search for information across various modules. By assigning relevant tags to records, you can: Improve Search: Quickly find specific records by searching for tags. Enhance Organization: Categorize and filter records based on tags. Streamline Workflows: Automate tasks and workflows based on tag-specific conditions. […]
Next Order Coupons in Odoo 18 Sales are a powerful tool to incentivize repeat business and increase customer loyalty. They allow you to generate and share single-use coupon codes that grant customers a discount or reward on their next purchase. How to Create Next Order Coupons: 1. Go to Sales ‣ Products ‣ Discount […]
In this video, we’ll show you how to set up Quality Control Points in Odoo 17 Quality module. Quality Control Points allow you to automate checks for specific products, operations, or categories, ensuring your quality control process runs smoothly and efficiently. What You’ll Learn:✨ 🚀 How to configure Quality Control Points step by step 🔍 […]
Product Packaging in Odoo 18 Sales Odoo 18 offers robust features for managing product packaging within the Sales module, enhancing inventory accuracy and streamlining order processing. Here’s a breakdown: Key Features: * Packaging Definition: * Create various packaging types (e.g., boxes, cartons, pallets) with specific dimensions and capacities. * Assign packaging types to […]
Streamline Your HR Processes with Odoo 18: A Guide to Configuring Public Holidays and Mandatory Days Discover how to manage public holidays and mandatory days in Odoo 18 efficiently. This video will guide you through setting up these configurations to ensure accurate time and attendance tracking. Key Topics Covered: Navigating to the HR Settings Configuring […]
Upselling in Odoo is a powerful sales technique that allows you to increase the average order value by suggesting additional or more premium products or services to your customers. Odoo provides several tools and strategies to effectively implement upselling: 1. Product Configuration: – Optional Products: Define optional products that can be added to a sale […]
Odoo 18 offers a robust system for creating various types of promotions, including “Buy X, Get Y Free”. Here’s a step-by-step guide on how to set this up: 1. Activate the Feature: Go to Sales — Configuration — Settings. Under the Pricing section, enable the Discounts, Loyalty & Gift Cards option. 2. Create a New […]
Consolidating Subscription Billing in Odoo 18 Sales Odoo 18 offers a streamlined way to consolidate multiple subscription orders into a single invoice, simplifying your billing process. Here’s a step-by-step guide: 1. Enable Consolidated Billing: Navigate to Settings — Configuration — Invoicing. Check the box for Consolidate Subscriptions Billing. Save the changes. 2. Create Multiple Subscription […]