Posts by David Smith:
Explore the Customer Portal Feature in Odoo ERP: Enhance Customer Experience
Posted on: 05 Apr 2023
Introduction If you want to make your customers happy, you need an ERP solution that can help you deliver the products they want. Odoo is a customer service self-service application that allows your customers to perform many of the same functions as online stores, including order processing and managing their own accounts. This article will […]
Navigating the Setup of Sales Teams in Odoo ERP for Strategic Business Growth
Posted on: 30 Mar 2023
Introduction It’s time to start managing your sales team in Odoo ERP. Whether you just got a new job or have been using Odoo for years, this post will help you get started with setting up and managing your sales teams. Sales team You can create a team for each sales person, and then add […]
Step-by-Step Guide to Setting Up Project Teams in Odoo ERP
Posted on: 30 Mar 2023
Introduction Odoo ERP is a very powerful application and it is used for managing all your organizations. Odoo project module is also very useful. It helps you to manage your projects in an easy way by creating tasks and activities. Let’s see how we can create Project Team in Odoo ERP Create a Company. In […]
A Guide to Budget Management with Odoo ERP: Mastering Financial Precision
Posted on: 28 Mar 2023
Introduction Budgeting is an essential part of any business endeavor. Without a budget, you don’t know how much money you’re spending and how much money you have left to spend. This can lead to significant financial risks and missed opportunities in your business. A good accounting system will help manage your budget by providing clear […]
Odoo’s Financial Reports Comparison Overview – A Detail Guide
Posted on: 28 Mar 2023
Introduction Odoo ERP is a powerful tool that allows the user to access an extensive list of financial reports. The most common types of reports that the user will access are Profit & Loss, Balance Sheets, Cash Flow Statements and Tax Reports. Each report has its own function within the business but they serve a […]
Account Setup with Odoo ERP: Streamline Finances
Posted on: 26 Mar 2023
Introduction In this article, we will learn about the setup of Chart of Account in Odoo ERP. Introduction to Chart of Accounts The chart of accounts is the most important part of your financial system, as it’s what keeps track of all your transactions. It’s like a table in a database where you store information […]
Enhance Collaboration with Odoo: Activities and Chatter Overview
Posted on: 26 Mar 2023
Introduction In this article we’ll be looking at some of the most important features in Odoo. You’ll learn about Activities, Chatter and Notes, as well as how to use them for better project management. Activities Activities overview The activities overview shows a list of all your activities, with a short description and the date they […]
Overview of Odoo’s CRM Kanban: CRM Excellence
Posted on: 25 Mar 2023
Introduction The Kanban board offers a simple and clear overview of the work to be done. It enables you to quickly know the status of each task (i.e. ‘new’, ‘qualified’ or ‘won’). You can also see whether there is any follow-up in pipeline view. The Kanban board offers a simple and clear overview of the […]
How to Setup Multiple Warehouse with Odoo ERP
Posted on: 24 Mar 2023
Introduction Warehouse management is one of the most important functions of any ERP system. The warehouse plays a vital role in ensuring that your customers get their products on time and also that all inventory is accounted for. In this article we will look at how to set up multiple warehouses using Odoo’s Warehouse module, […]
Inventory Replenishment with Odoo ERP Solutions
Posted on: 22 Mar 2023
Introduction Inventory management is a vital part of any business. As an owner, you need to be able to keep track of the stock that you have on hand and ensure that there are no shortages. This can be difficult if your inventory is spread out among different warehouses or even employees in different locations. […]