Odoo 18 POS module is a powerful tool for retail businesses. It provides a user-friendly interface for managing sales transactions, handling payments, and tracking inventory. However, to enhance user experience and efficiency, a revamped POS interface in Odoo 18 is essential. Intuitive Navigation: Clear Menu Structure: Organize menu items logically to reduce search time. Visual […]
This is a new feature in Odoo 18. The admin can request signature from the users for the document. This is a new feature available in sales, purchases, todo, projects, and many more Odoo’s 18 signature request functionality offers several advantages for businesses, improving efficiency, security, and streamlining workflows: Increased Efficiency: Faster approvals: Eliminates the […]
Odoo 18 introduced a new feature that allows you to create products directly within the Point of Sale (POS) interface, streamlining the process and eliminating the need to switch between the POS and back-end. Here’s how to create a product in Odoo 18 POS: Create a Product in Odoo 18 There might be a dedicated […]
Odoo 17 Sales Teams: Streamlining Your Sales Force Odoo 17 equips you with a robust Sales Team functionality to organize, manage, and track your sales personnel. This integrated system fosters collaboration, boosts efficiency, and empowers you to gain valuable insights into your sales pipeline. Creating and Configuring Sales Teams Setting Up: Navigate to the CRM […]
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
An advanced price rule is a business rule used to define dynamic pricing based on various conditions. It’s more sophisticated than a basic rule that simply sets a fixed price. Benefits of Advanced Price Rules: Increased sales through targeted promotions and discounts. Improved profit margins by automatically adjusting prices based on costs or competitor pricing. […]
Odoo 17 allows you to manage products with different Units of Measure (UOM) to effectively handle situations where you buy and sell in varying quantities. Here’s how to purchase products with different UOMs: 1. Product Configuration: Go to the Products app and create a new product or edit an existing one. In the product form, locate the Unit […]
Odoo 17 empowers you to set up sales credit limits, helping you manage customer payment risks and maintain control over outstanding balances. 00:00 Intro 00:13 Enable sales limit 00:55 Create quotation 2:23 set limit for customer Activating the Feature: Access Accounting Settings: Navigate to the Accounting module and click on “Configuration” followed by “Settings.” Enable […]
Invoicing policy in Odoo determines when a customer gets billed for a sales order. Odoo offers two main invoicing policy options: Invoice what is ordered: This is the default option in Odoo. The customer gets invoiced for the entire ordered quantity when the sales order is confirmed. This works well for situations where you typically […]
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 […]