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How to create Sales Contacts in odoo
In Odoo sales process at times when there are more than one contact persons from the customer company then you will need to maintain different contacts for each customer.With easy configuration steps shown below you can do it your self. Navigation guide –...
How to configure Sales invoicing based on outgoing shipment in Odoo sales process
To have invoicing done based on Outgoing shipment in Odoo this post is for you. Commercial Invoice can be prepared at various instances in a Sales management process, one such is sending invoice post shipping. Under Sales>> Configuration >> Settings –...
How to configure Sales invoicing based on Sales order line in Odoo
At times when complete sales order shall not be invoiced as a part of business or customer request, you can allow order-line level invoicing this will enhance invoicing feature to help line level invoicing.
How to Archive inbound and outbound calls in odoo sales process
In Sales processes there are numerous inbound and outbound calls happening day in and day out. While the messages are important for communication, it is difficult for businesses to organize and record them. Crucial business leads can be compromised unless your CRM...
How to allow user to have different invoicing as per order in odoo sales process
In Odoo sales process based on the sale order/quote you can choose invoicing policy. This option gives flexibility to choose from various options as On Demand, On Delivery order, Before delivery order. On Completion of the event Invoice will sequence itself from odoo...
How to activate deactivate products in Odoo Sales process
In Odoo sales process based on products life cycle we can make decisions likse activate/de activate them. Administrator of system can do the operation in odoo. Odoo can hold all these types of information you can follow navigation- Purchase>> Products>>...