Responsible Tyler Domes
Last Update 01/04/2024
Members 29
Sales Training
  • Odoo Introduction
    • Odoo Overview
  • Sales Order
    • Where to find and create new estimates
    • Individual Sales Order
  • Creating and Searching contacts from a quote
    • Searching and Creating a contact
    • Exercise - Contact Creation
    • Adding Invoice and Delivery Contacts
  • Adding and Searching Equipment from a quote
    • Searching and Adding Customer Equipment
  • Memo (Internal notes) and Processing Instructions
    • Internal Memo Notes
    • Priority
  • Payment Method and more
    • Payment Method
    • Authorized.net
    • Campaign
    • Promotion
  • Adding line items to your quote
    • Searching and adding parts
    • Vendors and Part Condition
    • Cost and Price
    • Shipping Lines and Freight Info
  • RMA Creation
    • Creating a RMA
  • Faults
    • Customer Fault
    • Vendor Fault
    • ConEquip Fault
    • Adding line items in RMA
  • Purchase Orders
    • Overview