CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
Odoo provides a robust system for managing coupons, allowing you to create targeted promotions and discounts to boost sales. Here’s a breakdown of how to set up and utilize coupons in Odoo Sales: Creating a Coupon Program 1. Navigate to Sales: Go to the Sales app in your Odoo instance. 2. Access Coupon Programs: Under […]
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 powerful tools to streamline customer interactions and improve response times. Canned responses and chatbots are two such features that can significantly enhance your customer service operations. Canned Responses: Quick and Efficient Communication Canned responses are pre-written messages that can be quickly inserted into emails or chat conversations. By using canned responses, you […]
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. * […]
Odoo 18 offers a robust system for managing promotions and discounts within the Sales module. This allows you to implement various strategies to attract customers and boost sales. Key Promotion Types in Odoo 18 Sales: Fixed Amount Discounts: Apply a fixed amount of discount to specific products or the entire order. Ideal for seasonal sales, […]
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 […]
