Sales and CRM Apps Features | Odoo 14

1. Browseinfo Sensing your needs Odoo 14: Features of Sales and CRM Apps Website: https://www.browseinfo.in/ Email: contact@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.

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 don’t 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.

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 Odoo Integration Odoo Implementation Odoo Development Odoo Apps Customization Website: https://www.browseinfo.in/ Email: contact@browseinfo.in Contact: 079-29700001

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