Based on qualification criteria and forms of approval you can convert the sales quotation in to a Sales order. In Odoo Sales order is the document issued by a business to a customer. Which may be for products or services. Given the wide variety of businesses, this...
In Odoo Sales process when your customer requires you to take care of delivery orders and bill it back. This feature will work you can configure shipping vendors and update the associated cost. You can send the invoice and order with physical shipment and paid there...
In Odoo Sales process when your customer confirms a Sales quote to a Sales order, automatically a delivery order gets created. This reduces manual work which needs to happen in background, Only action that is to be done is to do the physical shipment and invoice for the order.
When a lead becomes interesting it is ideal to tag a sales person for more personal interaction until it turns out to be an Opportunity. In Odoo you can add your pre configured sales persons to Leads that are incoming. Navigation Sales>> Sales>>...
In Business as many of the leads are refered from company and other partners in Odoo to track Leads and their related company we have below feature. On Navigation to Sales>> Sales>> Leads you will find Subject of the lead and company name also. Here we...
At Lead stage the information collected from sources are the first hand information which is always refered in the customer relationship management process. You can access Lead related data for any opportunity from the system by following this Navigation Sales>>...