Want to Learn About Technology?
Our technology blog provides valuable insights and information on the latest technological advancements, whether you are an industry expert or simply curious, our blog is the perfect place to stay informed and engaged.
Step By Step Guide to Install Odoo8 (former OpenERP) on Ubuntu 12.04 and 14.04 LTS
Beginning Odoo (former OpenERP) is a collection of web based open source business apps. With Odoo you manage below operations: Can boost your sales like CRM, POS, Sales, Subscriptions Run your operations better like Projects, Inventory, Purchase, Manufacturing Improve...
How to track volumes of business done with customers In odoo
In Odoo we can see how many times sales has been done with a customer and what is the sales volume. This gives a better understanding of customers purchase pattern, later used in marketing initiatives. Navigate from Sales>> Sales>> Customer and then Sales...
How to record follow up history for customers in Odoo
When there are lot of follow ups to be done for customer engagement or queries in Odoo follow up feature will be helpful that organizes all data pertaining to single customer. Navigate to Sales>> Payment follow-ups>> My follow ups Use below screen grab for...
How to add new stake holder for notification CRM transition in Odoo
When the Opportunity holds interest of top level officials or executives from other companies then you can include them in all notification related to progress of opportunity. This once updated, all details such as meetings, calls, Email communication in a loop...
How to an Opportunity to a sales quote in Odoo
When an opportunity is won and quotation process are kicked off. Odoo has given the button Convert to Quotation that automatically takes customer name and creates a draft quotation with out products in the orderline. Navigate from Sales>> Sales>>...
How to convert an Opportunity to a Mark won in Odoo
When an opportunity is won and quotation process are kicked off but you have to change opportunity to customer. Odoo has given the button: Mark won: that automatically changes the opportunity to customer. Navigate from Sales>> Sales>> Opportunities- mark...