At times, there can be a situation of selling a unique set of products in a shop. But each time adding this product to the quotation demands an ample amount of time from the executor. To eradicate this problem, Odoo is embedded with an option called Quotation templates, where one can seamlessly create quotations and […]
An informative and planning calendar will provide the companies to have effective schedule management and planning to be done effectively in the various aspects of company operations. The Odoo platform has allocated separate calendars module which allows the users to plan the activities, schedule meetings, task, and operational aspects allowing the users to manage monitor […]
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 […]
This is the latest feature in odoo 14 where users can view the dashboard for the purchase module. When you open the purchase module above the list view of purchase orders and quotations you can see a dashboard with a lot of details including the status of all RFQ’s and my RFQ’s with a count […]
Odoo Accounting Journal Entries: An accounting journal is a record of transaction exchanges requested by date, these transactions are recorded in the name of journal entries. Each journal entry shows account names and their credits and debit values. In Odoo we can create different types of journals. Sales, Purchase, cash, Bank, and miscellaneous are the […]
In this purchase agreement type, multiple RFQs are generated for different vendors with different prices for the same product. This is the way to choose the best price for a product. This is like offering a tender for the public, whenever the RFQ confirms with the best price and all others can be canceled. So […]
Lots and serial numbers are the best methodologies available for the tracking of the product in inventory, retail operations, or wholesale establishments. Moreover, the products are assigned with a lot or a serial number at the time of their arrival at the warehouse or as if it completes the manufacturing process allowing the official to […]
CRM in Odoo can be clarified as a progression of occasions that begin with distinguishing a Lead (a future deal probability) and goes through various stages like Opportunity, Quotation, Sale Order, and genuine deal (receipt age and installment). Odoo coordinates the Customer Management module alongside these procedures to achieve compelling Customer Relationship Management. The fundamental […]
This video explains ‘How to Create Activity Types in Odoo14 Community’. When you plan activities you minimize the risk of uncertainties, as you provide clear directions for the course of your next action. In addition to that, you do not leave space for wasteful activities and reduce the chance of having overlapping actions between team […]
Manufacturing a product involves so many processes including identifying the raw materials to build the product, setting a workstation for processing the raw materials, tracing the product movement, managing by product variants, etc. Improper management of these factors creates manufacturing delays and delayed production may even root for cancellation of the order and thereby financial […]
