Digital Agency Website
Digital Agency Website
In this video, learn how to create Loyalty Programs in Odoo, as well as how to apply rewards to sales orders! TIMESTAMPS 00:00 INTRO 01:04 Configure Promotions, Loyalty & Gift Card 01:58 Loyalty Programs 02:57 Conditional Rules: How to set up loyalty points 05:47 Rewards: How to set up loyalty rewards 07:44 Loyalty Cards 08:20 […]
In this video, we’ll explore how to use Quotation Templates in Odoo 17. This powerful feature allows sales teams to streamline their workflows and save time when creating quotations for common products or services. By using templates, you can ensure consistency, reduce repetitive tasks, and improve customer response times. What You’ll Learn: ✨ 🔧 Enable […]
Odoo 18 Sales offers a variety of quotation templates that can be used to create different types of sales documents. The following is the typical sequence of quotation templates in Odoo 18 Sales: Sales Order: This is the most basic type of quotation template for creating simple sales orders. Quotation: This template creates formal quotations […]
In this video, learn about the essentials of the Purchase app, starting with the creation of a request for quotation. 0:00 – Introduction 0:49 – Purchase App Dashboard 2:02 – Create an RFQ 3:31 – Products Tab 7:40 – Send RFQ 8:47 – Confirm Order 9:42 – Conclusion Other lessons related to this video: – […]
Here’s a video on how to sell to customers using sales quotation with the odoo erp. #growthstack #erp #odoo #business #erpconsultant #enterprise #resource #planning #sales #Sell #Customers #Sales #Quotation #Odoo
Customer Relationship Management (CRM) systems often integrate quotation creation functionalities to streamline the sales process. Here’s a breakdown of how to create a quotation for an opportunity within your CRM: 1. Accessing the Opportunity: Locate the desired opportunity within your CRM. This typically involves navigating to the Opportunities module and searching by name, customer, or other relevant […]
Sales quotations are thought of as the initial stage in producing sales orders. A customer or potential customer can learn more about the company’s products and services by referring to the sales quotation, which provides an accurate estimate of the cost of the goods and services. It serves as a business contract between the buyer […]
Quotations are imported and exported in Odoo for several reasons, depending on the specific use case. Here are some of the most common scenarios: 1. Sharing quotations with customers: Exporting a quotation allows you to create a professional document that you can send to potential customers for review. This is useful for proposals, estimates, and price quotes. Once […]
This video explains the setting up of the quotation layout in Odoo 17. Your route to success is to create a quotation layout in the Odoo 17 Sales module. #odoosales #odoo17 It gives you the freedom to design layouts that appeal to your clients and project a polished, impactful image for your company. Your canvas for displaying […]
In this video let’s see how to manage the RFQs and Purchase Orders. When you would like to obtain a quote for some products you intend to buy, you submit a Request for Quotation (RFQ). To send your supplier a list of the products you would like to order, use Odoo’s Request for Quotation feature. […]