A customer account is an account established by the company for the customer to record the customer’s transactions related to service under one or more rate schedules. #odoofunctionalvideos #odoo17 The primary and most important feature of a customer account page is to allow shoppers to view order history. Here, shoppers can view all their orders, purchase amounts, and […]
Odoo allows you to define custom workflows for different business processes. You can automate the movement of documents and tasks from one stage to another based on predefined conditions. For example, in the sales module, you can set up automated actions to move a sales order to the next stage once it’s confirmed. #odoo17 Odoo […]
With Odoo’s new PDF quote functionality, you can customise the quotation’s appearance by adjusting its header, footer, and explanation pages. All of the files we submit have to be PDFs.Because of this, the quotation has greater appeal. #odoo17 #odoofunctionalvideos #odoosales Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@cybrosys.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: […]
This is an overview of the Sales module in odoo17. Sales is one of the important procedures of business. The most sophisticated sales management solution for ERPs is the Odoo 17 Sales module. Over the last few Odoo versions, the Sales module’s advanced features have increased dramatically. The sales module in Odoo 17 is the […]
Front desk officers are responsible for taking care of guests and customers. Their work mainly involves interacting with customers and business partners, either in person or through phone calls. They also assist in organizing work documents and firm logistics.A front desk will have a receptionist. A Receptionist is a professional who manages the front desk of an […]
Sort and search documents based on product. The ability for users to download product documentation or catalogs from the website or invoice is a new feature in Odoo. This is employed in situations where a website could limit the screen. Users can download product documents in certain circumstances. #Odoo17 #OdooTips #OdooCommunity #odootutorials #odoo17features #odoo17release Connect […]
In Odoo, a quotation template is a style that enables the quick and efficient creation of sales quotes. #odoo17 #odootutorials It increases productivity and ensures consistency among quotations by enabling users to create a standard template with pre-filled data. Odoo quotation templates are helpful, especially for businesses that frequently offer quotes with comparable terms and pricing […]
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 […]
Run into odoo 17 deals with the newly released features of odoo. This video relies on the check-in option, The logged user suggested first in the assignee field, how to duplicate the list view in a single click. Unselect the list view in a single click. Freeze the list and Kanban view so that the […]
Odoo 17 Sales module, empowers you to master the art of sales order management, harness the power of quotations, streamline invoicing and payments, and unleash the potential of sales analytics. Whether you’re a seasoned business owner or an aspiring sales professional, this webinar will provide you with the knowledge and skills you need to elevate […]
