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Record lead information in Odoo and manage calls
Leads are mass events that could become a sale. Leads in odoo is a net to catch bulk possible sale leads, without dedicating sales staff to every lead. More probable leads become opportunities which get more dedicated attention from sales staff. The following...
How to set up phases in Lead qualification
In Odoo there is flexible stages option that you can use in your CRM cycle. Leads can have several stages and it also can be added or removed over time. This features as shown in the screenshot is extended to opportunities as well. Navigation guide- Sales>>...
How to create Leads in Odoo ERP
CRM process includes but not limited to sales leads coming into the ERP system, identifying opportunities from the leads, quoting process, and the sales order thereof. A user may also view customers within this area, and create customers directly. Please refer the...
How to close session and take out EOD balance from odoo
In Odoo POS when you have to take out end of the day balance you can follow below procedure. Under Point Of Sale go to Orders and from there reach at Sessions menu. Here in the session you can go to actions combo box and take out the money for this session. Make sure...
Set default POS for user in odoo
Set default POS for user' will limit users from accessing multiple POS at once. Setting up default Point of Sale will only allow authorized Users to start the POS session. However admin access will be universal, provided session is closed by the other user. Set...
Setting up Point of Sale in Odoo
Connect your printer, Cash drawer, Barcode scanner, Scale, Ethernet and most importantly Wi-Fi /LAN to the system where Odoo is accessible. Setting up a point of Sale (Point Of Sale -> Configuration -> Point Of Sale) More Configurations ….