This video explains how sales teams are created in Odoo 15 and the generated leads/opportunities are assigned to a sales team. When you expand the business you will find that you need additional people to manage specialists’ jobs and it’s challenging to manage salespersons. Odoo allows us to create and manage sales teams. A sales […]
With Odoo Sales, you can configure different addresses for delivery and invoicing. For some customers, it will be very practical to define specific billing and shipping addresses. Indeed, not everyone will have the same delivery location as the invoicing location. #odoo15sales To activate the feature Go to Sales ‣ Configuration ‣ Settings and activate the […]
Offering discounts on sales is a way to get people into your shop quickly. If you tell a customer that he can save money you’ll definitely get his attention. Video Contents: 0:00 – Introduction #odoo15sale 0:36 – How to Manually set Discounts on Sale Order Lines 3:08 – Grant Discounts to Customers Using Sales Pricelists […]
Down payments are the payment methodology that entertains various business organizations to provide its customers with an option to make the payment for the purchase in terms of a longer or a shorter period of time. #odoo15 #odoo15enterprise #odoo15sales The down payment operations are well appreciated among people as it will allow the customers to […]
Product variants are used to manage products having different variations, like size, color, etc. It allows managing the product at the template level (for all variations) and at the variant level (specific attributes). #odoo15sales #odoo15enterprise Video Content: 0:00 – Introduction 0:22 – How to Activate Product Variants in Odoo 15 1:00 – How to Configure […]
Specifying terms and conditions is essential to set out important contractual points such as payment terms, limitation of liability, and delivery terms between customers and sellers. #odoo15sales Video Content: 0:00 – Introduction 0:46 – Set Default Terms and Conditions for Quotations, Sale orders, Invoices 3:36 – Set Default Terms and Conditions on Quotation Templates 5:58 […]
There are numerous types of taxes, and their application varies greatly, depending mostly on your company’s localization. To make sure they are recorded with accuracy, Odoo’s tax engine supports all kinds of uses and computations. #odoo15sales #odoo15enterprise As part of your Fiscal Localization Package, most of your country’s sales taxes are already pre-configured on your […]
The Odoo platform allows its user to perform the sale comparison based on the pack of goods. This can be easily configured by the user in the platform and it allows the users to manage it easily. #odoo15sales Video Content: 0:00 – Introduction to Product Packaging 0:22 – How to sell Products by multiple of […]
Different business policies might require different options for invoicing: The Invoice what is ordered rule is used as the default mode in Odoo Sales, which means that customers will be invoiced once the sales order is confirmed. Video Content:#odoo15sales 0:00 – Introduction 1:10 – Set Invoicing Policy for Products in Odoo 15 2:47 – Invoice […]
In this video let us see how Odoo can help you create a good sales quotation. #odoo15sales Generating quotations the professional way is very important for the progress of a business. Gone are the days when manual and traditional quotations were used for the business. Now, what is more, important is the generation of professional […]