Reconcile the invoice We can reconcile the invoices from here. Accounting>Periodic Processing>Reconciliation
How to create Employee Tags Employee tags are very important in HRM process. You can view or create the “Employee Tags” from Human Resources>Configuration>Employee Tags To create a Employee tag click on create button and fill the details in the fields provided like “Category” and “Parent Category” Human Resources>Configuration>Employee Tags>Create
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 cancelling Entries” from journals Accounting>Configuration>Journals Select the journal which you want to make available for cancelling proceed further
Creating Periods. Fiscal Years: You can view and create the “Fiscal Years” from following steps Accounting>Configuration>Periods>Fiscal Years In the following window you can view the columns like “Code”, “Fiscal Year”, and “Status” Accounting>Configuration>Periods>Fiscal Years>Create Example: You can create “Monthly Periods”
Customer Invoices. You can view the existing customer invoices which are generated from Sales Orders and you can create new Customer Invoices directly from here Accounting>Customers>Customer Invoices After selecting the invoice you can validate, register payment, refund invoice, etc can be done from here. In the above window you need to select payment method through… Read more »
Creating a Sales Quotations In this article you will learn how to create a sales quotations in Odoo(OpenERP) Sales module. To view and create new Sales Quotations you need to click on Sales>Quotations 1. Sales Quotation To create a new quotation you need to click on “Create Button” In the above form you need to… Read more »
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 »
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 »
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 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 »
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.
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:
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:
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 »
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 »