A proforma invoice is a preliminary bill of sale sent to buyers in advance of a shipment or delivery of goods. It provides detailed information about the products or services to be provided, including the quantity, price, and other relevant terms. However, unlike a commercial invoice, a proforma invoice is not a demand for payment […]
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 […]
This is a new feature in odoo 17 CRM and it allows to insertion pipeline into an article/spreadsheet. #odoo17 #odoo17features #odoofunctionalvideos #odoocrm Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@cybrosys.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ Instagram: ➡️ Pinterest: #Insert #Pipeline #Spreadsheet #Article #Odoo #CRM #Odoo #Features
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 […]
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 […]
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 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 […]
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 […]
In this video let us see how Odoo can assist you to create a proper income quotation. #odoo16crm Generating quotations in an expert way is very vital for the development of a business. Gone are the days when guides and normal quotations had been used for the business. #odootutorials Now, what is more, vital is […]