CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
This video demonstrates the creation of a quotation within the Sales app’s Quotations dashboard. It walks through the process of inputting customer information, selecting products or services, and applying relevant templates and payment terms. The tutorial highlights the dashboard’s features, showcasing how users can efficiently generate and manage sales quotations. #Odoo18, #OdooSales, #SalesQuotations, #CreateQuotations, #OdooSalesModule, […]
See how easy it is to generate professional quotes, track customer responses, and close deals faster using Odoo Sales. Speed up your sales cycle today! #Odoo17 #OdooSales #OdooQuotations #OdooFunctional #OdooTutorial #SalesAutomation #ERP #OdooERP #OdooTraining #BusinessSoftware #Odoo17Sales #Odoo17Quotations #SalesOffers #Odoo17Tutorial #ERPSystem #BusinessAutomation #CRM #SalesManagement #OdooFeatures #FunctionalTutorial #FastSales #QuotationTemplates #OdooTips #SoftwareTutorials Connect With Us: ————————————— ➡️ Website: […]
In this video, we’ll cover the ‘Other Info’ tab in Odoo Sales, which helps manage key details for your quotations. The Other Info tab in Odoo provides additional settings for quotations, divided into four sections. The Sales section lets you assign a salesperson, sales team, and company (useful in multi-company environments). You also have the […]
Odoo 18’s Purchase module offers a robust set of tools for managing purchase quotations and orders effectively. By streamlining your procurement process, you can optimize costs, improve efficiency, and strengthen relationships with suppliers. Creating Purchase Quotations To create a new purchase quotation: – Navigate to the Purchase Module: Access the “Purchase” app in your Odoo […]
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 […]
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. […]
In this video, learn how to use online quotations in the sales application. Introduction: 00:00 – 01:48 Settings: 01:49 – 02:38 Quotation Templates (Configuration): 02:39 – 05:49 Quotation Templates (Design Templates): 05:50 – 07:50 Using Quotation Templates: 07:51 – 10:55 Conclusion: 10:56 – 11:20 Other lessons related to this video: Sales Basics and Your First […]
One of the vital needs for purchase operations in a company is Purchase Order and Request for Quotation (RFQ). A proper channel is necessary to carry out industrial products in an organization. #odoo16purchase #odoo16 Product price and quality attract most customers in the market nowadays. It is essential to request multiple vendors for a product. […]
Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at In this video, learn how to use an existing sales order to close your deals in-store! Need more information about Odoo apps? Discover Odoo, schedule a demo, or start your own Odoo revolution for free […]
