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How to record call logs in ERP for an Opportunity

Updated 8 days ago

For clearing communication among teams and to see past transaction history, Odoo has give the feature that enables user or record Call logs for opport ...

How to create Leads in Odoo ERP

Updated 8 days ago

CRM process includes but not limited to sales leads coming into the ERP system, identifying opportunities from the leads, quoting process, and the sal ...

Set up company(multiple) and company structure

Updated 8 days ago

From Odoo Settings we can create individual companies and record general information pertaining to it. If it is a multiple company set up thern also w ...

Set employee goals, Challenges and rewards in ERP

Updated 8 days ago

You can outline your Organization goals and share it with key driving force, i.e. Your employees by creating Goals which set objectives, aims that are ...

Streamline your Procurement in ERP the easy way

Updated 8 days ago

Above image shows Typical Procurement Process Purchase Management enables us to track the suppliers' price quotations and convert them into purcha ...

Web based CRM for SME'S

Updated 20 days ago

CRM Lifecycle Features of CRM  module in Odoo are listed below: Easy to use CRM with Lead and Request for Quotation features. Multiple email tr ...

How to add new stake holder for notification CRM transition in Odoo

Updated 20 days ago

When the Opportunity holds interest of top level officials or executives from other companies then you can include them in all notification related to ...

How to create Sales teams and team leads in Odoo

Updated 21 day ago

When there are different kind of channels for sales such as Direct, website e-store etc. Sales team also can be re-ordered to required needs. Sales gl ...

How to create products in Odoo for Sales process

Updated 21 day ago

Create products by following the below navigation from Sales menu go to Products sub menu. From Products sub menu access All products and create your ...

How to create Sales Invoice On Demand and On Delivery order In Odoo

Updated 21 day ago

In a scenario where invoices are to be available on demand, say the customer is asking invoice before the shipment at those times it is must to have i ...