Sales and CRM Apps Features | Odoo 14

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Odoo 14 Features of Sales and CRM Apps
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CRM Features
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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.

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• 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.

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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.

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• 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.

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Sales Features
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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.

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• 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.

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• 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.

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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.

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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
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OUR ODOO SERVICES
Website https//www.browseinfo.in/ Email
contact_at_browseinfo.in Contact 079-29700001
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Sensing your needs
FOLLOW US
Website https//www.browseinfo.in/ Email
contact_at_browseinfo.in Contact 079-29700001
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