Eren Macalino Manage Fiscal Years A fiscal year is a period used for calculating annual financial statements in businesses and other organizations. In most cases, fiscal years last 12 months. You just have to define what is the last ... Apr 30, 2020
Louela Pagtakhan Locking a Purchase Order Locking a Purchase order means preventing it from any editing Apr 29, 2020
Louela Pagtakhan Assigning Tickets if you have a selecting manual assignation method. Your employees will need to assign themselves to tickets using the “Assign To Me” button on the top left of a ticket. Apr 29, 2020
Louela Pagtakhan Create a New Warehouse in Odoo In Odoo, a Warehouse is the actual building/place in which your items are stocked. Apr 29, 2020
Louela Pagtakhan Tags Tags work like keywords or labels that will help you to categorize your work. They are also a useful source of filtering and can help you boost productivity. Apr 28, 2020
Eren Macalino Helpdesk Helpdesk is used to improve customer service to achieve growth. Help desks can boost efficiency and save your team’s valuable time. Helpdesk can be categorized and streamline issues by importance. The... Apr 28, 2020
Louela Pagtakhan How to Create a Custom Contact Form As you know, you can get leads when someone uses the Contact Us form on your website. In using this form, different types of personal information like email, mobile number, company, etc, are generated... Apr 27, 2020
Louela Pagtakhan Generate leads from your website Contact Page You can get leads in using the Contact Us page on your website. Visitors use the contact form on your website to leave questions and contact details. This automatically gives you a lead and can turn i... Apr 27, 2020
Eren Macalino Create a New Quotation When you have qualified your lead into an opportunity, you send them a quotation. To send a quotation clicking on any opportunity or lead, you will see a New Quotation button, it will bring you into a... Apr 27, 2020
Louela Pagtakhan Check your Win-Loss Ratio You can do a weekly review to make sure that the pipeline keeps flowing flawlessly. It's important to know how well you and your team are doing with your pipeline. To see the report, go to your Pipel... Apr 27, 2020
Louela Pagtakhan Create a new Sales Channel In Odoo, you can manage several sales teams, departments, or channels with specific sales processes. We use the concept of Sales Channel Apr 24, 2020
Louela Pagtakhan Change the default taxes for any new product Taxes applied in your country are installed automatically. Default taxes set in orders and invoices come from each product’s Invoicing tab. Such taxes are used when you sell to companies that are in ... Apr 24, 2020
