CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
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 […]
In Odoo 18 POS, selling event tickets can be managed by leveraging the Events module alongside Point of Sale (POS), allowing businesses to handle ticket sales for events seamlessly. Here’s how you can set it up: Steps to Set Up Event Ticket Sales in Odoo POS Enable the Events Module: – Go to the Apps […]
Streamline Your Procurement Process: Mastering Purchase Order Approvals in Odoo 18 Learn how to efficiently manage and control your purchase order approvals in Odoo 18. This video will guide you through the step-by-step process of setting up approval workflows, assigning approvers, and tracking the progress of purchase orders. Key topics covered: – Configuring approval workflows […]
Quotation validity in Odoo refers to the feature that allows you to set an expiration date for your sales quotations. This is useful for several reasons: – Enforcing timeliness: It encourages customers to make timely decisions, preventing delays in the sales process. – Avoiding price discrepancies: It ensures that the quoted prices remain […]
Revolutionize Your Dropshipping Business with Odoo 18 Learn how to manage your dropshipping operations with Odoo 18 seamlessly. This video will guide you through the essential steps to set up and run a successful dropshipping business using Odoo. Key topics covered: – Configuring Dropshipping Products: Learn how to set up products as dropshipping items and […]
Odoo 18 offers a built-in feature to lock confirmed sales orders, ensuring data integrity and preventing accidental modifications. Here’s a step-by-step guide: 1. Enable the “Lock Confirmed Sales” Feature: * Go to Settings within the Sales module. * Find the “Lock Confirmed Sales” option and enable it. * Save the settings. 2. Confirm the Sales […]
Vendor Price Lists in Odoo 18: A Comprehensive Guide Vendor Price Lists in Odoo 18 are a powerful tool for streamlining your procurement process and ensuring accurate pricing. By creating and managing vendor-specific price lists, you can efficiently compare prices, negotiate better deals, and optimize your purchasing decisions. Key Features of Vendor Price Lists in […]
Combo Products in Odoo Sales: A Comprehensive Guide Odoo’s powerful features allow you to create and manage combo products, enhancing your sales processes and customer experience. Here’s a detailed breakdown: Understanding Combo Products A combo product is a bundle of multiple products sold together at a specific price. This strategy can increase sales, streamline order […]
Odoo 18’s Inventory module offers a robust Dispatch Management System to streamline your shipping operations. Here’s a breakdown of its key features and how to effectively utilize them: Key Features: – Vehicle Management: Define vehicles, their capacities, and assign them to delivery routes. – Dock Location Setup: Create dock locations within your warehouse to organize […]
Odoo’s Inventory module is a robust tool designed to streamline and optimize your organization’s inventory management processes. It offers a wide range of features that help you: Core Functionalities: Product Management: – Create and categorize products with detailed attributes like weight, volume, and cost. – Manage product variants and options. – Set up barcode scanning […]
