When our business expands, keeping track of the demands and serving clients becomes more and more difficult. More customers experience greater profit, but maintaining relationships with each one becomes extremely difficult. In increasing customer loyalty and maximizing company performance, successful customer engagement plays a crucial role. In every company enterprise, a well-structured ERP will reinforce […]
At times, there can be a situation of selling a unique set of products in a shop. But each time adding this product to the quotation demands an ample amount of time from the executor. To eradicate this problem, Odoo is embedded with an option called Quotation templates, where one can seamlessly create quotations and […]
An informative and planning calendar will provide the companies to have effective schedule management and planning to be done effectively in the various aspects of company operations. The Odoo platform has allocated separate calendars module which allows the users to plan the activities, schedule meetings, task, and operational aspects allowing the users to manage monitor […]
While working with your opportunities, you might lose some of them. You will want to keep track of the reasons you lost them and also which ways Odoo can help you recover them in the future. Mark a lead as lost While in your pipeline, select any opportunity you want and you will see a […]
Convert Leads to Opportunities in Odoo 14 CRM: Opportunity is a certified lead. The particular arrangement has met certain criteria and shows a high incentive to the business, or a high likelihood of closing, you have to get enough subtleties from your visitors. On the off chance, it matches with your business intrigue, you can […]
Cash book acts as a subsidiary book that helps in checking the cash balances at any point in time. The cash book is one of the most important subsidiary books of your business as it keeps a record of every cash transaction happening. This module helps in generating a cash book report of all your […]
This is the latest feature in odoo 14 where users can view the dashboard for the purchase module. When you open the purchase module above the list view of purchase orders and quotations you can see a dashboard with a lot of details including the status of all RFQ’s and my RFQ’s with a count […]
Nowadays selling products online is growing Day by day and becoming more popular than before. For that Odoo is Introduced an interesting application called Odoo e-commerce to boost your business. The Odoo e-commerce application allows you to sell your products through beautiful Online Shop pages and also can make a purchase within a few clicks. […]
Odoo is an efficient ERP for managing your business process in a very smooth and efficient manner. The attractive feature of Odoo is that every application like Sales, Accounting, Manufacturing, and others are interconnected to each other making the organizational functions transparent and streamlined. In this video, we are going to discuss the topic of […]