Odoo Sales Process
| Responsible | Tyler Domes |
|---|---|
| Last Update | 01/04/2024 |
| Members | 30 |
Sales Training
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Odoo Introduction1Lessons ·
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Odoo Overview
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Sales Order2Lessons ·
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Where to find and create new estimates
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Individual Sales Order
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Creating and Searching contacts from a quote3Lessons ·
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Searching and Creating a contact
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Exercise - Contact Creation
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Adding Invoice and Delivery Contacts
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Adding and Searching Equipment from a quote1Lessons ·
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Searching and Adding Customer Equipment
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Memo (Internal notes) and Processing Instructions2Lessons ·
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Internal Memo Notes
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Priority
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Payment Method and more4Lessons ·
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Payment Method
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Authorized.net
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Campaign
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Promotion
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Adding line items to your quote4Lessons ·
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Searching and adding parts
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Vendors and Part Condition
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Cost and Price
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Shipping Lines and Freight Info
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RMA Creation1Lessons ·
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Creating a RMA
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Faults4Lessons ·
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Customer Fault
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Vendor Fault
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ConEquip Fault
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Adding line items in RMA
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Purchase Orders1Lessons ·
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Overview
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