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 […]
Odoo Point of Sale (POS) has a built-in feature for cash rounding to streamline transactions and reduce the need for exact change. Here’s how it works: What is Cash Rounding? Cash rounding rounds the total bill amount of a sale to the nearest denomination (e.g., nearest five cents, ten cents) suitable for cash payments. This […]
A global discount is a reduction in the total price of an order or invoice, typically applied after other discounts have been taken into account. It’s different from a regular discount, which can be applied to individual items or subgroups of items. Here are some contexts where you might encounter global discounts: Retail Many online stores […]