Sales and CRM Apps Features | Odoo 14 - PowerPoint PPT Presentation

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Sales and CRM Apps Features | Odoo 14

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"Let's know about which changes done in Odoo 14 for CRM and sales Module. CRM and Sales features are very Important for your businesses. If you want to migrate your previous Odoo version to the latest Odoo version then we would be ready to help you in developing particular requirements from your side and if you have any query in Odoo 14 or any previous Odoo version you can just reach us through Browseinfo. – PowerPoint PPT presentation

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Title: Sales and CRM Apps Features | Odoo 14


1
Odoo 14 Features of Sales and CRM Apps
Browseinfo
Sensing your needs
Website https//www.browseinfo.in/ Email
contact_at_browseinfo.in Contact 079-29700001
2
CRM Features
3
Messaging through the list view to the sales
person
  • In odoo 13 we were just able to see the list view
    and sales person associated with it in the list
    view of opportunity but on clicking on it were
    able to open the opportunity but if we have to
    directly communicate with that salesperson we
    were not able to do that
  • Whereas in odoo 14 has done our work easy and
    smooth if we want to ping the salesperson we can
    directly click on the salesperson photo and can
    chat and clear doubts with him.

4
  • Just under the salesperson column, you would be
    able to see the sales person associated with the
    opportunity on clicking on the face of the sales
    person the window would pop up which is a new
    feature and which makes our work quite simple and
    hustle free.

5
2. New rental Option in the quotation template
  • In odoo 13, we were not able to rent any of our
    product whereas in most of the business its a
    mandate that they give products on a rental
  • so odoo 14 has come up with a new concept if we
    have installed a Rental app then in the quotation
    template only there would be a smart button of
    rental.

6
  • Now If we click on the smart button New rental
    then we would have a different page where we can
    directly put the products which have to be given
    in rent and time can also be confirmed on that
    page.

7
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8
Sales Features
9
Forecasted report generation of stock
  • In odoo 14 there we have one new feature
    available called forecasted report, in that we
    are able to see the report of on hand stock,
    occupied stock, and forecasted stock. each and
    every small detail has been covered in that.

10
  • When we create the quotation at that time there
    is a small icon of a forecasted report which
    indicates the available stock in the warehouse.

11
  • When we click on the view forecast we will be
    able to see the detailed view of the report where
    each and every small point is covered. you can
    see the detailed view with the reserved stock,
    used stock, free stock, forecasted inventory,
    forecasted stock with pending.

12
2. Easy access of purchase module in dropshipping
  • In Odoo 13 we dont have a smart button for the
    purchase tab when the dropshipping has activated
    for a particular product. Manually we have to go
    and check in the purchase module for the desired
    purchase tab.
  • In Odoo 14 the work has been easy when we have a
    smart tab of purchase we can directly go to the
    purchase quotation of that item from the sales
    quotation.

13
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14
If you want to migrate your previous odoo version
to latest odoo version,or if you want any other
app to developed which is not available in odoo
we have lots different solution is available for
the different industry and want in your module
then we would be ready to help you in developing
particular requirement from your side and if you
have any query in odoo 14 or any previous odoo
version you can just reach us through Browseinfo
15
OUR ODOO SERVICES
Website https//www.browseinfo.in/ Email
contact_at_browseinfo.in Contact 079-29700001
16
Browseinfo
Sensing your needs
FOLLOW US
Website https//www.browseinfo.in/ Email
contact_at_browseinfo.in Contact 079-29700001
17
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