CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
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 […]
Odoo’s CRM module allows you to customize your sales pipeline to fit your specific business needs. By creating stages and pipelines, you can effectively track the progress of your deals and improve your sales efficiency. Here’s a step-by-step guide on how to create a stage or a pipeline in Odoo 18 CRM: Creating a New […]
Odoo 18 offers a robust tax management system that allows you to configure and apply taxes to invoices, purchase orders, and other financial documents. Here’s a breakdown of key features and how to configure them: Configuring Taxes: 1. Create Tax Groups: Navigate to Accounting — Configuration — Taxes. Click Create to add a new tax […]
In Odoo 18, Push and Pull rules are powerful tools for automating inventory movements within your warehouse. They allow you to define specific conditions and actions to streamline your operations and reduce manual intervention. Understanding Push and Pull Rules Push Rules: – Trigger: An event, such as the arrival of products at a specific location. […]
Prepayments in Odoo 18 Sales are a valuable tool for businesses to secure upfront payments from customers, especially for large orders or projects. This feature allows you to create down payment invoices, which can be settled before the final invoice is generated. Here’s a step-by-step guide on how to manage prepayments in Odoo 18 Sales: […]
Access Rights in Odoo 18: A Comprehensive Guide Odoo 18 offers a robust access control system that allows you to granularly define permissions for different user groups, ensuring data security and operational efficiency. Key Concepts: * Security Groups: These groups categorize users based on their roles and responsibilities. Each group is assigned specific permissions. * […]
In Odoo 18 CRM, converting a promising opportunity into a formal quotation is a crucial step in the sales process. This guide will walk you through the simple process of converting opportunities into quotations. Steps Involved: Identify the Ready Opportunity: Review your pipeline and identify opportunities that have reached the ‘Qualified’ or ‘Proposal Sent’ stage. […]
In the dynamic world of sales, understanding the reasons behind lost deals is crucial. Odoo 18’s CRM module provides a powerful tool to track and analyze lost deals, helping you identify areas for improvement and enhance your sales strategy. Why Configure Lost Reasons? Identify Trends: By tracking lost reasons, you can identify recurring patterns and […]
Tags in Odoo 18 are a powerful tool to categorize, filter, and search for information across various modules. By assigning relevant tags to records, you can: Improve Search: Quickly find specific records by searching for tags. Enhance Organization: Categorize and filter records based on tags. Streamline Workflows: Automate tasks and workflows based on tag-specific conditions. […]
Next Order Coupons in Odoo 18 Sales are a powerful tool to incentivize repeat business and increase customer loyalty. They allow you to generate and share single-use coupon codes that grant customers a discount or reward on their next purchase. How to Create Next Order Coupons: 1. Go to Sales ‣ Products ‣ Discount […]
