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 […]
A down payment / prepayment is a partial payment made upfront as part of the total amount due for a product or service. It is a common practice in various industries and transactions. In Odoo, handling prepayments typically involves creating a prepayment invoice or using the advance payment feature. #odootutorials #odoo17 Connect With Us: ————————————— […]
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 […]
Upselling is a sales strategy where a seller encourages a customer to purchase a more expensive or upgraded version of a product or service or to add on additional items. The goal is to increase the overall value of the sale and maximize revenue.Upselling is the process of delivering a higher quantity than the ordered […]
A sales team is a group of individuals within an organization who are responsible for selling the company’s products or services to customers. Activity Types” refer to different types of activities or tasks that can be associated with various records, such as leads, opportunities, or projects. Activity type helps to bridge good communication between the […]