How to Manage Lead Time in Odoo 16 | What is Lead Time in Manufacturing? – CBMS Odoo ERP

Manufacturing Lead Time: This refers to the expected amount of time needed to create a product. This lead time does not account for the routing time and is independent of the quantity to be produced. #odoo16 #odoofunctionalvideos #odoomanufacturing Customer Lead Time: This is the time frame that you specify as the default. So, today plus the customer […]

Managing Back to Back Operations With Lead Time in Odoo 16 | Odoo 16 Functional Tutorial – CBMS Odoo ERP

The Customer Lead Time is the time needed for your product to go from your warehouse to the customer’s place. It can be configured on any product by going to Sales ‣ Products ‣ Products. There, open your product form, go to the inventory tab, and add your Customer Lead Time. #odoosales Manufacturing lead time is the time […]

How to Manage Automatic Lead Assignment in Odoo 16 CRM | Odoo 16 Functional Tutorials – CBMS Odoo ERP

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 […]

How to Merge Multiple Lead/Opportunity in Odoo 16 CRM | Odoo 16 Functional Videos – CBMS Odoo ERP

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 […]

How to Manage Leads or Opportunity in Multi Company Setup in Odoo 16 CRM – CBMS Odoo ERP

The running of multi-companies in a system is challenging for most companies. Using ERP software, we can manage the sales, purchases, and inventory operations in various organizational branches. Video Chapters 00:00 – Introduction 00:49 – How to Create a New Company. 05:10 – How to Create Users 07:09 – How to Manage Leads for Multi-company […]

How to Convert a Website Visitor Into Leads in Odoo 16 CRM? | Odoo 16 CRM Tutorials – CBMS Odoo ERP

Having leads is the major step in any business process. This will help in determining with whom business should be done and with whom marketing should be continued. #odoo16 #odootutorials In Odoo, leads can be generated from all aspects. As the module is integrated with other modules, the information from the website module can be […]

How to Convert a Lead to a Ticket Convert to Ticket in Odoo 16 CRM | Odoo 16 CRM – CBMS Odoo ERP

This video explains the lead to ticket conversion. The Odoo CRM application enables you to create leads, quotations, pipelines, and more concerning sales in your company. #odoo16 Video Chapters 00:00 Introduction 00:26 Open the Lead 01:20 Convert Lead to Ticket 02:15 Ticket Explanation 02:29 Assign to Me 02:48 View Ticket (in the Chatter) 03:29 Solved […]

Converting Your Lead to Opportunity in Odoo 16 CRM | Odoo 16 Enterprise Edition – CBMS Odoo ERP

This video explains how to convert a lead into an opportunity. A lead would increase the probability of establishing a business deal with the customer. #odoo16crm Video Chapters 00:00 Introduction 00:40 Enable the leads 01:16 Open a lead from the leads menu 02:22 Convert to opportunity, merge with an existing opportunity 04:20 Create direct opportunity […]