The resources of an organization consist of people, materials, equipment, knowledge and time. Organizations typically have limited resources; therefore, tradeoffs on what project resources are expended and when are made every day within organizations. A resource allocation plan is an important tool in effective management of scarce resources. The timing of the need of those… Read more »
In any organization, only two aspects of work exist—on-going operations and projects. Projects are defined as unique, temporary endeavors with a specific beginning and end. Operations constitute an organization’s on-going, repetitive activities, such as accounting or production. Since all work and/or efforts performed within an organization are characterized as either operations or projects, all of… Read more »
What is Document digitization Project? We all know that the paper life is short and as the time passes the papers get damaged in several forms. The hard copies require much maintenance and resources which leads to cost. Now that technology has advanced and we are capable of reducing the cost through Document Digitization Process…. Read more »
Project Charter Project Charter is one of the Project Management document. This document can be considered as a framework for the Project under which the Project will operate. This document contains all critical information related to the Project. Definition: As per the PMBOK the Project Charter is a document issued by the Project initiator (or sponsor)… Read more »
What is the best way to tackle negative comments by consumers on social media? What steps should be followed?
Best way to tackle negative comments There is no way to ignore the negative comments by consumers. If the negative comment made by the consumer is proved to be true then you should reply to that comment accepting the defect and what measures you have taken to resolve that issue/defect. You will get more points… Read more »
Schedule Meetings: When you click on the “Meeting” button the following Calendar view will be displayed from where you can select a date and set up a meeting on that date. When you click on any date, the following form will be displayed:
How to cancel Journal Entries In this article, you will learn how to cancel a posted journal entry. To cancel any posted Journal Entry you need to select the option “Allow canceling Entries” from journals Accounting>Configuration>Journals Select the journal which you want to make available for canceling proceed further
Reconcile the invoice We can reconcile the invoices from here. Accounting>Periodic Processing>Reconciliation
How to enable technical features(TF) for a user in Odoo Technical features for a user in Odoo are nothing but giving access rights to the user to control configuration and other technical settings. When we freshly install Odoo by default the user will not get the TF enabled. The following is the window how the… Read more »
ERP Software The abbreviation of ERP is Enterprise Resource Planning. Means any Enterprise will have various resources like Human Resource, Machinery, Products, etc. Managing these resources efficiently to get the optimum result is the purpose of ERP Software. For doing this Job, automation of this process is required. And here comes the ERP software. The main… Read more »
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 »
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 »
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.
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 »
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.
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:
How to schedule a call or log a call in odoo crm or openerp crm?
Schedule/Log Calls When you click on “Schedule/Log Call” you will see the following window. From this form you can “Log a call” or “Schedule a new call” When you click on the “Schedule a new call” the following form will be displayed:
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 »
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 »
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 »