CRM

===

Let's suppose you have two companies Woodworker’s and Tanner's

corporations that using Odoo's CRM on the same database.

The Woodworkers have two different sales teams

● Carpenters
● cabinetmakers

In this context :

- Create
custom stages
Add won stage
Add stage for a particular team
lost reasons
tags

Create leads through different paths:

- Manual Creation
- Webform (contact us)
- Team alias & Emails (first refer document for this)

Convert the lead to opportunity

- Link it to an existing customer
- Link it to new customer

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

a) Set up your company information

b) Choose the quotation layout you prefer for your company
c) Setup the payment option you prefer, I prefer to confirm the order
when customers sign quotations online
d) Send the first sample quotation to the customer and see how it looks
like.
2) Sales quotation
a) Create your first quotation and offer 5% discount to a customer.
b) Send quotation by email and ask a customer to sign online
c) add these terms and conditions for all quotations default.
i) This proposal is valid for 30 days
ii) The goods will be delivered within 10 working days
iii) All the taxes will be charged extra
iv) The payment should be released immediately with confirmed
order
d) Let’s set the default sales and purchase tax to Tax 15.00% on all
quotations.
e) Sections on the quotation to separate the material and service
i) Let’s take an example of the trading and service company who
wants to send the quotation for Air-condition, related material,
installation and annual maintenance contract service.
3) Quotation template
a) Create a quick quotation using a quotation template in the following
context.
 selling the offshore projects to their customers with a standard set of
service products such as "Project manager days", "Developer days",
and "Project setup fees". Developers days are minimum to 20 days
and project manager days is 6.

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).

5) Product and Tax

A) Assume that you are a retailer who buys the products from the
distributor and sells them to consumers, your customer always
wanted to know the product price included in the tax.
B) Assume that you are a distributor who sells products to retailer but
sometimes you also sell to consumers too. For you, the challenge is
to maintain two different prices for the product.
 When you sell to a retailer the price in excluded of the product and
when you sell to the consumer that product price must be inclusive
of tax. (hint use Fiscal position and pricelist)

Sales and invoicing

1) Send Pro-Forma Invoice to your customers

- Your customer asking you for the pro-forma invoice. Send them pro-forma
invoice.
2) Assume that your customer place bulk order, you need a long time to
deliver order. So, you would like to send the invoice just after the delivery
based on the delivery.

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.

Online customer approval

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

1) Free delivery if order total is more than $2000

2) Let’s assume that you deliver the product to your customer through
“postal service” and the service changes you based on weight.
Postal service is delivered all over the USA at $20 fixed rates if the
weight is up to 1kg, when the weight is above 1kg, they charge $8 for
every 1kg.
3) Apply 10% margin on the 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)

Here are the variants you have.

 ● man/woman
● sizes
● colors
● printed logo front/back/small/medium/high

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

===

1) Create a purchase order when sales order confirms.

2) Ask supplier china export to direct deliver the product to customer Azure
3) Purchase agreement
● Manage bulk purchase through the tender process
● You have multiple quotations from the different vendors but you
proceed with only one of them that has a cheaper price than others.

4) From supplier ‘china export’ we ordered 5 laptops and we received only 3.

Make sure you only pay bills for which you received the goods you ordered. (
3-Way matching)
5) Inventory costing
 5.1) The My Company is a distributor of laptops, they purchase a laptop
from the default supplier and sell to retail customers, they do not maintain
the stock, they always purchase on-demand so Standard pricing is perfect
costing method for them. Sometimes they benefit or lose if they have stock
and product price change as they directly change the product cost price
which impacts on their inventory value.

5.2) The My Company is a distributor of Laptop, they purchase a laptop

from the default supplier and sell to retail customers, there is sometimes
frequent price change, so My Company wants to set up the inventory
costing based on the average cost method.

6) Request managers to approve orders above a minimum amount $10,000

7) Product Packagings
a) https://www.youtube.com/watch?v=I3YtiWgK84U ( go through it)
8) https://drive.google.com/file/d/1kIkA0-lFV04y1ARMokMG_um9A2AksGqh/view
?usp=sharing check this configuration. how it's working.

Subscription

===

1) Set up recurring invoices, that help you to invoice regularly

2) Sell subscriptions through sales quotation
3) Increase the quantity in subscriptions during the middle of the month
- upsell
4) I want to auto-schedule an activity “call” for the subscription that has the
product ‘monthly newspaper subscription” after 2 days from the date
subscription created. Do the needful.

Website & Ecommerce

1) How to generate leads or opportunities through the website

contact us page?

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.

6) Show delivery methods depending on the customer address

7) Send an email to the customer who left their cart without purchasing
the product
8) Go through this video : (everything about v15)
https://www.odoo.com/event/odoo-experience-2021-2847/track/what-
s-new-in-ecommerce-4488 and create video for the main topics
9) Display cookie bar on your website.
10) Purchase gift card and apply it.
11) Show Available Qty when your product stock goes less than 3 qty
12) (multi-website & multi-warehouse )
 Let's suppose you have a multi-website and you want to manage
stock from different warehouses. Like for website1, everything will
be delivered to warehouse 1 and for website2 , will be delivered from
warehouse 2

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.

1) Two customers called you.

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

4) The interventions are done, you are back to your office.

-> Invoice the Time & Material of the interventions to your customers

Project

You are a project manager working for a company offering consulting services. Try to complete
the following flows.

1) Create Projects, Tasks, and Stages

2) Organize your project using sub-tasks

3) Record timesheets on your tasks.

4) Invoice your time to your customers

A) Generate a Project or a Task from a Sales Order

B) Generate a Sales Order from a Project or a Task

C) Invoice all timesheets

D) Invoice Validated timesheets only

5) Track customer satisfaction on tasks

Timesheet

You are working as a project manager in a company offering consulting services.

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

1) Use customers on point of sale and access the customer ledger

2) Some of your customers might request an invoice when buying from your Point
of Sale, manage it directly from the PoS interface
3) Entice your customers and increase your revenue by offering time-limited or
seasonal discounts.
4) The shop My company wantes to apply the discount for the specific product, or
on whole order based on the customer.

5) Manage cash round-up or down at Point of Sale cash payment

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.

7) Check how gift cards is working in point of sales.

8) Show checkout to customers through a second display
9) add notes on order lines to be printed on receipt and invoice.
10) sell the products and deliver it later
11) Display the 'Product Info' page when a product with optional products are added
in the customer cart
12) Go through each setting under the section Pricing and Pos interface.
13) Is it possible to return the sale from pos? how?
14) Show the sales details of the previous 2 days transaction for session ‘Test’
Inventory

1) How to set up a minimum stock rule?

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)

4) Setup internal material request with Odoo stock application

5) How to use different invoice and delivery addresses?

6) How to transfer dairy products to fridge (cold storage) when it arrives to

inventory?

7) ask for a signature on delivery order.

8) You are manufacturing tables (with variant)

For table components (parts) you are purchasing it from vendor
'Woodcenter'. you only do manufacturing once you receive orders from your
customers.

9) Lots and serial numbers

- Set expiration dates on lots & serial numbers

- Display lot and serial number on your invoice and delivery slip.
 10)
https://www.awesomescreenshot.com/image/21656477?key=ccce7662eb2843318b51d
52c92d51fee

Can you check those options and how its working.