While working with your opportunities, you might lose some of them. You will want to keep track of the reasons you lost them and also which ways Odoo can help you recover them in the future. Mark a lead as lost While in your pipeline, select any opportunity you want and you will see a […]
It is a difficult task to manage a point of sale business. In the modern world, it is not practical to depend completely on manual document management and activity tracking. An efficient ERP solution can be the best support in this situation. Odoo 14 offers a POS module, with added features, aiming to ensure comprehensive […]
Tips are a gesture of gratitude and customer satisfaction. In several businesses, customers often give tips to the people who served them. Sometimes the Tips will be great in value and we need to manage it properly. So here comes our question, how to handle this tip in Odoo. We can manage the tips given […]
With Odoo Sales, you can configure different addresses for delivery and invoicing. For some customers, it will be very practical to define specific billing and shipping addresses. Indeed, not everyone will have the same delivery location as the invoicing location. The address is a particular place or location, where a piece of information is stored […]
A sale order comes to Order to upsell only if one creates the invoice according to the ordered quantity and the delivered quantity is greater than the invoiced quantity. If we go through particular product details, in the invoice tab of that product we can see an option called Invoicing policy. There we can see […]
Membership is something that some business firms or other organizations introduce to help the customers and to ensure long term relationship with the customers. A customer can be a member of a business venture to avail of special offers and other benefits. Managing members manually is a tough task for any business. It creates difficulty […]
Odoo 14 has introduced a spreadsheet reporting feature that will help the user to improve the business to the next level. This feature allows users to create reports that are automatically updated without worrying about exporting data. It drags data from your system and generates reports. Reports can be generated on different topics including sales […]
Notes are an important aspect of a company’s operations as these would be used to describe, store and pass on important information aspects of the company operations. The Odoo platforms notes module helps the users to create and manage all the notes and their operations. In addition, as the aspects operate digitally there is zero […]
Employee recruitment is a hectic process and the users have to process various applications, verify their background, what kind of a person is the candidate, his law-abiding history, career growth, and many other aspects. Thus it’s always better for the companies to hire the employee based on the referrals being provided. These referrals may be […]
When our business expands, keeping track of the demands and serving clients becomes more and more difficult. More customers experience greater profit, but maintaining relationships with each one becomes extremely difficult. In increasing customer loyalty and maximizing company performance, successful customer engagement plays a crucial role. In every company enterprise, a well-structured ERP will reinforce […]
