CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
In Odoo 18 CRM, converting a promising opportunity into a formal quotation is a crucial step in the sales process. This guide will walk you through the simple process of converting opportunities into quotations. Steps Involved: Identify the Ready Opportunity: Review your pipeline and identify opportunities that have reached the ‘Qualified’ or ‘Proposal Sent’ stage. […]
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 […]
Odoo provides a robust framework for implementing loyalty programs within your sales operations. These programs can significantly enhance customer retention, encourage repeat business, and drive overall sales growth. Here’s a breakdown of how you can leverage Odoo to create effective loyalty programs: Key Features and Benefits: 1. Points-Based System: – Assign points for purchases based […]
Sales Warnings in Odoo 18: A Comprehensive Guide Sales warnings in Odoo 18 are a valuable tool to proactively alert users about potential issues or important information related to sales orders. These warnings can be set for specific products, customers, or even entire sales orders. They can be configured to display as simple warnings or […]
Product prices modified on sales order lines are no longer recomputed when the quantity is changed. Odoo 18 provides a robust system for managing product prices, allowing you to set different prices for different customers, product variants, or sales channels. Here’s a breakdown of the key features: Pricelists – Multiple pricelists: Create various pricelists […]
Odoo offers robust tools to manage sales commissions effectively. It provides flexibility to configure various commission structures based on different criteria like sales amount, product category, sales person, and more. Key Features and Configuration Commission Types: – Fixed Percentage: A set percentage of the total sales amount. – Product-based: Commission based on specific product margins […]
A document produced for a seller by specifying the product or service information is a sales order. It is possible to secure your sales order by locking features, and any other parties will not be able to make any edits. After confirming an order, we can close it and secure the record for future preference […]
The key objective behind the Odoo Functional Webinar is to literate the Odoo users, Consultants, Partners, and other public on Odoo. The webinar envisions sharing how Odoo functions in various modules and how Odoo’s incorporation at the business place improves the operational speed and effectiveness. The Webinar will cover the Sales, Purchase, and Accounting modules […]
This video explains the sales team configuration in odoo 13. The sales team run a vital role in our day to day business operations. The efficient management of the sales team will lead to a successful business. Here comes the role of Odoo sales team and its functionality in the seamless execution of sales functions. […]
Odoo 13 Features-Simplified Sales Team Configuration in Odoo 13 This video describes how to configure a sales team in Odoo 13. Comparing to Odoo 12 , it is much simpler. #odoofeatures #odoocommunity #odoo More videos, Subscribe to our YouTube channel. Visit our company website: Connect with us: Facebook: twitter: LinkedIn: Pinterest: Instagram: #Odoo #Features #Simplified […]
