Professional Documents
Culture Documents
Flows
Flows
===
In this context :
- Create
custom stages
Add won stage
Add stage for a particular team
lost reasons
tags
Lead Assignation
- Manually
- Automatically
- Lead Enrichment
- Lead mining
(Try it with https://www.odoo.com/trial as you have some free IAP credits
to test)
Sales
===
1) Sales setup
b) Suggested products
i) The consulting company want to add the suggested product
such as Software training program on the quotation when they
make a quotation for Offshore Projects
4) Multi UOM
Assuming that you are a reseller for the Beer, you buy in bulk (i.e. carton of
1000 units) and sell in small packages (i.e. Pack of 4, 8, 10 or 12).
the challenge is how to control the invoice based on the delivery when
inventory is not managed in Odoo.
3) the customer returns the product that you sell(your invoice policy is
based on deliver qty)
4) Assume that you have multiple sales orders for the same customer which
are not invoiced and you would like to invoice them all at once as you
invoice at the end of every month to all your customers.
1) The service company that is selling the Support pack. As soon as the
customer accepts the proposal, customer can start sending the support
requests. The company wants to get the online signature from the
customer.
Delivery charges
Pricelist
Go through it
https://www.cybrosys.com/blog/sales-pricelist-management-in-odoo and
perform some cases based on it. (its an old one but the flow will be same mostly )
Product variant
You are selling T-shirts. Variants are created from the order(on demand)
if the customer wants a front logo for a T-shirt you will charge an extra price for
that.
some values are not compatible with each other: XXL with women, etc. sell the
products using the product configurator
Purchase
===
Subscription
===
2) Let your customer allow to create their accounts from the website
themselves
3) Sell ‘odoo cookbook’ online with odoo eCommerce
4) Allow your customer to compare and wishlist their product.
5) Allow your customer to choose Normal or Express delivery at
checkout.
13) When your customer purchase two shirts provide one shirt free.(buy
2 get 1 free) (onetime offer)
14) Show a ribbon on the newly arrived product.
15) You are selling T-shirt in variant (blue, green, red etc). Apply 10%
discount on a Red T-shirt with code “Christmas”.
16) When a customer buys a chair, show him “chair protection” as a
suggestion.
Field service
Imagine you are a plumber and you need to manage your interventions from the
meeting schedule to the billing of your services.
Customer A has a leak in his bathroom and wants you to fix it. You need to intervene
as soon as possible.
Customer B wants you to replace his old boiler. You will visit him in the next few weeks
to draw up a quote.
-> Schedule these interventions
-> Prepare the itinerary to their place
-> Prepare a worksheet template for each intervention
2)You are at Customer A's house and you are ready to fix the leak in the bathroom.
-> Record the time spent
-> Record the products/tools you used
-> Fill in the worksheet you prepared
-> Make the customer sign your worksheet report and send it to him
3) You are now at Customer B's house to review the state of his old boiler.
-> Draw up a quote for the replacement of the boiler
Project
You are a project manager working for a company offering consulting services. Try to complete
the following flows.
Timesheet
1) Record your timesheets using the Timesheets app. Try switching between recording time in Hours and in
Days.
2) Validate the timesheets of the members of your team only.
3) Set up reminders to record timesheets for you and your team members.
4) One of your team members is on leave. Make sure that a timesheet entry is generated automatically.
5) Analyze how your team members spend their time using the reporting tools
Point of sales
6) The shop My Company wants to set up the customer retention program, that
offers a 0.25 loyalty point to customer for each 1$ they spent in the shop.
Customer can later use those points, each point equivalent to 1$ to pay their bills
later. There is no limit on the number of points they earn and spent.
2) Put your products in packs (e.g. parcels, boxes) and deliver them
3) Sell glass (125ml) of beers and manage the stock of beer bottles (750ml)