Schedule meetings and Schedule a log call allows users to record incoming calls from customers, as well as schedule calls to be made to customers. Calls can be converted to opportunities, meetings can be scheduled from calls, and call backs can be scheduled from...
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...
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>>...
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...
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' 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...