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A proforma invoice is a preliminary bill of sale sent to buyers in advance of a shipment or delivery of goods. It provides detailed information about the products or services to be provided, including the quantity, price, and other relevant terms. However, unlike a commercial invoice, a proforma invoice is not a demand for payment […]
This video explains the sales reporting in odoo 17. An organization that is successful and long-lasting must regularly analyze its sales processes and other business operations. Report management is given a lot of prominence in every module of Odoo ERP. You can also manage your sales report management in the Sales module by viewing a […]
The process of configuring invoice process for a customer is known as Automatic Invoice. Customer invoicing is a crucial part of most business processes when selling a product or service. A customer gets notified about product details such as price, quantity, and more from an invoice. It is easy to know the total cost of […]
Odoo 17 Sales module, empowers you to master the art of sales order management, harness the power of quotations, streamline invoicing and payments, and unleash the potential of sales analytics. Whether you’re a seasoned business owner or an aspiring sales professional, this webinar will provide you with the knowledge and skills you need to elevate […]
Let’s consider an example of a subscription service for a storable product, such as a coffee subscription. Coffee beans are a storable product that can maintain freshness for an extended period when stored properly. #odoosales Customers can subscribe to receive a monthly supply of freshly roasted coffee beans. The subscription model provides flexibility in terms of […]
Selling products without a price list can be challenging, as pricing is a fundamental aspect of any sales transaction. However, it’s not uncommon for some businesses to adopt alternative pricing strategies or negotiate prices on a case-by-case basis. Instead of having a fixed price list, you can provide custom quotes based on the specific needs […]
In this video, learn how to set up fixed and rule-based delivery prices for your customers. Introduction: 00:00 – 01:45 Settings: 01:46 – 02:21 Configuration: 02:22 – 04:00 Fulfilling an Order with Dropshipping: 04:01 – 06:58 Conclusion: 06:59 – 07:34 Other lessons related to this video: Delivery Prices: Delivery Lead Times: Need more information about […]
In this video, learn how to set up fixed and rule-based delivery prices for your customers. Introduction: 00:00 – 02:22 Configuration: 02:23 – 03:21 Delivery Lead Time in Sales Order: 03:22 – 04:25 Security Lead Time for Sales: 04:26 – 06:58 Conclusion: 06:59 – 07:32 Other lessons related to this video: Delivery Prices: Dropshipping: Need […]
This is the third (of three) Sales Tax tutorial videos. This particular lesson shows you how to utilize those taxes in Odoo Sales. Introduction: 00:00 – 00:17 Sales Taxes on Sales Orders: 00:18 – 02:01 Conclusion: 02:02 – 02:26 #Sales #Tax #Part #Odoo #Sales
This video deals with the expected features in odoo 17 sales module. Sales module has pretty much updations. Let’s have a glance into it. #odoo17 #odoosales #odoo17features 1. we can change the customer from a sale order 2. Subscriptions can be paused or canceled in bulk or single 3. A new product-type combo 4. Subcontract service […]