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How to create products in Odoo?

Products In Odoo the products record has many options. You can manage the type of product whether it is “consumable”, “stockable” or “service”. You can define different “suppliers” for the product. Not only these, there are many other options available in product record. You can view or create products from the following menu Products>Products When… Read more »

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How to create product categories in Odoo Sales or Openerp Sales?

Product Categories: Purchase>Configuration>Product Categories When you click on the product categories you will be able to see the existing product categories list. Purchase>Configuration>Product Categories>Create When you click on the create button the following form will be opened for creating a new product category. The Mandatory field over here is “Name”, the other details are parent… Read more »

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How to create customer records in Odoo Sales or Openerp Sales?

Customers: Sales>Customers You can view the existing customer or create new customers from the following window. The above form shows the list of existing customers. To create a new customer click on the “Create” button. Sales>Customers>Create In the above form you need to fill the details related to the customer.

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CRM reports in odoo crm?

CRM reports Finally, check the quality of sales team by: • assessing the average time taken to respond to a customer request; • determining the number of prospects created by salesperson. Step 1: CRM Dashboard The following is the default reports which will be displayed in the CRM Dashboard. You can change the way the Graph… Read more »

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How to use advanced search option in odoo or openerp?

Advanced Search: From the advanced search you can search the data with the particular field values and add it to the Dashboard. In the following window you can see different options available for selection. The following is the window which shows the options related to the dashboard.

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How to schedule a meeting in odoo crm or openerp crm?

Schedule Meetings: When you click on the “Meeting” button the following Calendar view will be displayed from where you can select a date and setup a meeting on that date. When you click on any date, the following form will be displayed:

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How to send email to a lead in odoo crm or openerp crm?

Sending Email: If you wish to send email to the lead, you need to click on the “Send Email” option. The following form will be opened. The followers of that lead and you can add more recipients here. You can edit the lead data by clicking on the Kanban Card or by selecting the edit… Read more »

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How to convert a lead into opportunity in odoo crm or openerp crm?

Opportunities Kanban View: Maintaining leads from “Kanban View” Sales>Opportunities From this single window, you can manage all your CRM activities from creating a new lead to creating a Quotation. When you click on the down phasing arrow which is on the Kanban Card you will see the drop down menu. From the above drop down… Read more »

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How to create lead record in odoo crm or openerp crm?

Create Leads You can view the existing leads and create new leads from Sales>Leads In the above window, you can view the list of leads created with column names “Creation Date”, “Subject”, “Customer Name”, etc. We can create new lead from Sales>Leads>Create Button When you click on the create button. You will find the following… Read more »