In the context of Odoo’s inventory management, scrap is a transaction or operation used to record and manage the disposal or wastage of products or materials. It allows businesses to track and account for damaged, expired, or unusable items in their inventory. When a product becomes damaged, expired, or no longer usable, it can be […]
A person or business showing concern for the company’s services or products is a lead, acting as an unqualified sales opportunity or the beginning point of a record in a CRM. Video Chapters 00:00 – What is periodically assign lead based in rules 01:01 – How to periodically assign leads based on rules #odoo16 #odoofunctionalvideos […]
An eWallet, short for electronic wallet, is a digital payment system that allows individuals to store and manage their financial information electronically.#odoowebsite #ewallet #odoo16 It serves as a virtual wallet where users can securely store their payment card details, bank account information, and other sensitive data for easy and convenient transactions Connect With Us: ————————————— […]
In Odoo 16 CRM, forwarding a lead or opportunity to a partner allows you to delegate the responsibility of managing that lead or opportunity to another person or team within your organization. There are several reasons why you might want to forward a lead or opportunity to a partner: Specialization Geographic Coverage Capacity and Workload […]
In the manufacturing industry, there may be different and distinct phases in the product manufacturing process. #odoomanufacturing Each process will require separate protocols as multiple types of equipment are required to process them. So it is really important to set multiple physical spaces for a specific process. #odoo16 Video Chapters 00:00 – What is the […]
Odoo 16 is the latest version of the popular open-source enterprise resource planning (ERP) software. #odoowebinar With Odoo 16’s website module, users can design and customise their websites using a user-friendly drag-and-drop interface. It offers a collection of pre-built website building blocks and templates, enabling users to create attractive and responsive web pages without requiring […]
It plays a crucial role in business operations and management; we can store large amounts of data in a company using a spreadsheet. Implementing ERP software allows you to add different data types to various spreadsheets easily. Video Chapters 00:50 – Why Link Lead/Opportunity Into a Spreadsheet Odoo 00:51 – How to Insert a List […]
In the context of Odoo, the term “lead” typically refers to a potential customer or prospect who has shown interest in your products or services but has not yet made a purchase. #odoopurchase Video Chapters 00:00 – Why import lead 00:47 – How to create an opportunity 02:13 – How to export lead /opportunity 03:55 […]
Lead management is a primary task for most companies to increase sales growth. Merging documents is necessary in a firm’s case of duplicate files. #odoo16crm In some instances, there may be duplicate lead files regarding specific areas. By imparting ERP software, the merging of files becomes an easy process. #odoocrm You can merge various leads […]