Membership is something that some business firms or other organizations introduce to help the customers and ensure long-term relationships with the customers. Video Content: ———————– 00:00 – Introduction 00:46 – Create Membership Products in Odoo 15 02:30 – Create a new member in Odoo 15 Members 05:13 – How to buy a membership in Odoo […]
In the Odoo V15 Inventory module, you are able to reserve full as well as partial packages for a particular product category. Reserve Only Full Packagings: Will did not reserve partial packaging Reserve Partial Packagings: Allow reserving partial packaging #odoo #odoo15 #odoofunctional #odootutorials #cybrosys #cybrosystutorials Connect With Us: ———————- ➡️Website: ➡️Email: info@cybrosys.com ➡️Twitter: ➡️LinkedIn: ➡️Facebook: […]
In Odoo Reordering rule make sure that the product never runs out of stock by maintaining a minimum quantity.#odoo15inventory Using this rule we can replenish the stock when it reaches a minimum stock level. Go to Products – Open the configuration page of a storable product: First, make sure that a vendor is set for […]
Putaway is the process of taking products off the receiving shipments and directly putting them into the most appropriate location. If, for example, a warehouse contains volatile substances, it is important to make sure that certain products are not stored close to each other because of a potential chemical reaction. That’s where putaway rules intervene, […]
This video will explain various removal strategies in Odoo such as: First in First Out ( FIFO) Last in First Out (LIFO) First Expiry First Out(FEFO) Closest Location Video Content: ———————– 00:00 – Introduction 00:20 – Activate Product Tracking Managing the inventory by removing the respective products if there is a demand for products should […]
In Odoo 15 now you can automatically assign leads to the salesperson based on the rules. By checking the Rule-Based Assignment checkbox you can periodically assign leads based on the rules. This setting will be employed by all sales teams as the default setting unless specified otherwise. The Running can be configured Manually or Repeatedly. […]
CRM Pipeline analysis report is perfect for the sales manager to periodically review the sales pipeline with relevant sales Teams. Simply by accessing this basic report you can get a quick overview of your actual sales performance. As a manager, it is necessary to regularly monitor your team’s performance to make proper decisions for the […]
This video explains how to perform lead enrichment to extract details of customers in. Companies may organize different promotional and advertisement programs where the customers come in or contact you. So you only have the chance to acquire the email address which won’t be enough to pursue in the real-time environment. So considering the aspects […]
The forecast menu available under the Reporting tab of the Odoo CRM module helps you to gain knowledge about the upcoming revenues and help in forecasting future dealings with the customer.#odoo15crm CRM Forecasting Report is generated by applying the following filters on Opportunities.#odoo15enterprise * Upcoming Closings * My Pipeline * Expected Closing per month This […]
Tags are unique identifiers that work like keywords or labels that help you to categorize your works as well as make objectives and goals clearer and available for everyone instantly. In CRM we can classify and analyze leads and opportunities using tags. Tagging lets you get the information you need in an organized format and […]
