Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
Odoo 18 offers a robust Wishlist feature for its eCommerce website, allowing customers to save products they’re interested in for future reference or purchase. Here’s a breakdown of how it works and how to configure it: Enabling the Wishlist Feature: Navigate to Settings: Go to Website — Configuration — Settings. Activate Wishlist: In the Shop […]
Configure Membership Products in Odoo 18: A Step-by-Step Guide Learn how to set up and manage membership products in Odoo 18. This video will guide you through the process of creating membership plans, defining their features, and setting up recurring billing. Key Topics Covered: Creating Membership Products Defining Membership Features and Benefits Setting Up Recurring […]
Odoo 18 brings a range of new features to the Sales module, designed to streamline processes and enhance efficiency: Quotation Management: Quotation Calculator: Accurately calculate quote prices based on various factors like product costs, discounts, and taxes. Improved PDF Quote Builder: Create professional and visually appealing quotes with a more intuitive design. […]
In Odoo, preventing the sale of zero-priced products is a valuable feature that helps maintain accuracy and avoid potential issues. Here’s how you can implement this: 1. Enable the Feature: Navigate to Website — Configuration — Settings. Under the Shop – Products section, enable the Prevent sale of zero-priced products option. 2. Configure Redirect URL: […]
Shipping Connectors and Methods in Odoo 18 Sales Odoo 18 offers a robust system for managing shipping, both through internal methods and external shipping carriers. This guide will delve into both aspects: 1. Internal Shipping Methods Configuration: Navigate to Inventory — Configuration — Settings. Under the Delivery Methods section, create new methods as needed. Define […]
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 […]
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 […]
Upselling in Odoo is a powerful sales technique that allows you to increase the average order value by suggesting additional or more premium products or services to your customers. Odoo provides several tools and strategies to effectively implement upselling: 1. Product Configuration: – Optional Products: Define optional products that can be added to a sale […]
Changing Sequence Numbers in Odoo 18 Understanding Sequences in Odoo In Odoo, sequences are used to generate unique identifiers for records. These identifiers are often displayed as reference numbers, such as invoice numbers, purchase order numbers, or customer numbers. Methods to Change Sequence Numbers There are primarily two ways to change sequence numbers in Odoo […]
Revolutionize Your Dropshipping Business with Odoo 18 Learn how to manage your dropshipping operations with Odoo 18 seamlessly. This video will guide you through the essential steps to set up and run a successful dropshipping business using Odoo. Key topics covered: – Configuring Dropshipping Products: Learn how to set up products as dropshipping items and […]
