To create a Customer in Odoo 14 Community, Go to Sales – Orders – Customers: When you click the CREATE button it shows a form to create a new customer record. Customer form contains fields such as Name of the individual/company, Company Address, VAT, Phone, Mobile, Email, Website Link, customer Tags. It is possible to […]
Odoo Accounting Journal Entries: An accounting journal is a record of transaction exchanges requested by date, these transactions are recorded in the name of journal entries. Each journal entry shows account names and their credits and debit values. In Odoo we can create different types of journals. Sales, Purchase, cash, Bank, and miscellaneous are the […]
In this purchase agreement type, multiple RFQs are generated for different vendors with different prices for the same product. This is the way to choose the best price for a product. This is like offering a tender for the public, whenever the RFQ confirms with the best price and all others can be canceled. So […]
Lots and serial numbers are the best methodologies available for the tracking of the product in inventory, retail operations, or wholesale establishments. Moreover, the products are assigned with a lot or a serial number at the time of their arrival at the warehouse or as if it completes the manufacturing process allowing the official to […]
Blogs are imminent methods to share and pass information product or service provider company should be updating its customers and others about the advancements and various aspects regarding the technology and methodologies of operation with blogs. Moreover, blogs can be a major platform for you to market your companies products and services to customers. Furthermore, […]
CRM in Odoo can be clarified as a progression of occasions that begin with distinguishing a Lead (a future deal probability) and goes through various stages like Opportunity, Quotation, Sale Order, and genuine deal (receipt age and installment). Odoo coordinates the Customer Management module alongside these procedures to achieve compelling Customer Relationship Management. The fundamental […]
Odoo 14 provides the user with support to set the work order in different work centers in the manufacturing of products. Creating a work center in Odoo 14 requires the same steps as in Odoo 13. However, in Odoo 14, the usage of the work center can be assigned in the manufacturing order itself. The […]
This video explains ‘How to Create Activity Types in Odoo14 Community’. When you plan activities you minimize the risk of uncertainties, as you provide clear directions for the course of your next action. In addition to that, you do not leave space for wasteful activities and reduce the chance of having overlapping actions between team […]
Manufacturing a product involves so many processes including identifying the raw materials to build the product, setting a workstation for processing the raw materials, tracing the product movement, managing by product variants, etc. Improper management of these factors creates manufacturing delays and delayed production may even root for cancellation of the order and thereby financial […]
In order to maximize our company sales, which will entice the customer to spend more on our website. For that purpose, we can use the concept of upselling which is basically a technique where the seller will encourage the customer to go for a higher-end product that is more costly compared to the base variant. […]