Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
The purpose of displaying the total amount in words on invoices is to enhance clarity, professionalism, and security. Here’s a breakdown of the reasons: 1. Clarity and Precision: Reduced Errors: By explicitly stating the amount in words, it minimizes the risk of misinterpretations or errors that might occur due to numerical typos or discrepancies. Enhanced […]
Rule-based assignment in Odoo 18 CRM automates the process of assigning leads to specific salespersons or teams based on predefined criteria. This helps streamline lead distribution, ensuring leads are handled by the most appropriate individuals. To set up rule-based assignment: Enable Rule-Based Assignment: Go to CRM ‣ Configuration ‣ Settings. Activate the Rule-Based Assignment option. […]
The “Ship Later” feature in Odoo 18 POS allows you to process sales orders without immediately shipping products. This is particularly useful for: Inventory Management: Reducing the need to maintain large inventory levels. Customer Convenience: Offering flexible delivery options. Operational Efficiency: Streamlining order processing and fulfillment. Enabling Ship Later in Odoo 18 POS: Configure Inventory […]
Shipping Policies in Odoo Inventory Odoo Inventory provides flexible shipping policy options to manage your delivery processes effectively. You can choose between two primary policies: 1. Ship All Products at Once: Suitable for: Customers who prefer receiving all ordered items in a single shipment. Process: Delivery orders are only created and processed when all products […]
Two-Step Incoming Shipments in Odoo 18 Odoo 18 offers a flexible two-step process for incoming shipments, allowing you to better manage your inventory and streamline your receiving operations. This process involves two distinct steps: Step 1: Input * Create a Receipt: * Go to Inventory — Receipts. * Create a new receipt and select the […]
Odoo’s Discuss module is a powerful tool for internal communication and collaboration. It offers features like meetings and channels to facilitate seamless teamwork and knowledge sharing. Meetings: – Scheduling: Easily schedule meetings with team members, set agendas, and send invitations. – Real-time Collaboration: Collaborate with team members in real-time during meetings. – Document Sharing: Share […]
