Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
Odoo provides a robust and efficient tool for bank reconciliation, ensuring accurate and up-to-date financial records. Here’s a general overview of the process: 1. Import Bank Statements: Manual Import: You can manually input bank statements into Odoo. Automated Import: For seamless integration, you can configure Odoo to automatically import bank statements from various […]
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: […]
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 […]
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#Shorts Visit our odoo blogs: Odoo is signified as a complete, all-in-one ERP Solution for different kinds of businesses. No matter how big or small your business is, Odoo remains equally functioning and scalar in terms of its applicability. Some of the key modules offered by Odoo are CRM, Sales, Purchase, Inventory, Point of Sale, […]
