How to give Customer Portal Access in Odoo V12

What is Customer Portal Access? Odoo ERP includes remote sales order entry tools to ensure your team members and customers have remote access to your business any time day or night. The Planet Odoo Customer Portal helps you communicate with customers and work more efficiently. The portals work with your Odoo applications, such as CRM and […]

Odoo Customer Payment Follow-up on Invoice

Customer Payment Follow up in Odoo is good customer service. It a products business or a services business, it is extremely important to receive payments, on-time. Odoo provides the right tools to track receivables, automate customer statements, and measure your performance. It allows your customer to pay later or in installments, you have to keep track […]

How to Set Drop-Shipping in Odoo V12

Drop-shipping means while delivering the goods, you don’t deliver it from the stock, but instead, you place an order to the supplier (purchase order) and ask them to directly delivery those goods to the customer. CONFIGURATION: To activate this function we have to install the drop shipping in Odoo as a module in your database. […]

How to create Quotation Templates in Odoo

Odoo / OpenERP is a comprehensive suite of business applications including Sales, CRM, Project management, Warehouse management.  In Odoo, now a quotation and order are handled in a different menu. The Odoo Sales Management module is one of the main applications that Odoo provides. Odoo Sales Quotation Template is a predefined format of documents. It […]

How to Enable Multi-Currency in Odoo V12

A currency is a system of money in common use, especially in a nation. Under this definition, Indian rupee, US dollars, British pounds, Australian dollars, and European euros are examples of currency. Odoo provides features that support multi-currencies. Any company that does international trade receive payments in different currencies. This can be handled by enabling multi-currency […]

Website Appointment Scheduling System through Odoo

Website Appointment Scheduling System through Odoo Website Appointment Scheduling System through Odoo is providing the solution for small and medium businesses offers all the functionality of our enterprise-grade scheduling technology in a streamlined, user-friendly package. This module helps a customer to book an Appointment on their own from the website. Website Appointment Scheduling System through […]

How to do Email Marketing in Odoo

What is Email Marketing in Odoo? The email marketing app is basically customer relationship management (CRM) but can be found in a separate Odoo app. The app allows you to create email marketing campaigns and to verify your success. Email marketing is an essential component of a marketing strategy for any kind of business. E-mail […]

Generate Odoo CRM Leads from Website’s Contact form

Generate Odoo CRM Leads from Website’s Contact form Odoo CRM is the Customer Relationship Management module within the Odoo platform. Odoo CRM is a powerful and easy-to-use app. Its suite of applications includes lead management, sales automation, marketing campaign management, and business reporting features. Odoo CRM also features marketing campaign management that helps users design […]