Category Archives: Odoo

Customer Payment Process – with Authorize.net in Odoo

Posted on July 18, 2019 by Tony Brumley

  Background Information We are no longer utilizing Chase PaymentTech to process customer credit card payments. The process now with Authorize.net is fully integrated into Odoo. This new system opens up several advantages including: Enhanced Security. Now our customers will … Continue reading →

Posted in Accounting/Finance, Odoo, Sales | Leave a comment

Odoo – Sales Process Tips

Posted on April 26, 2019 by Tony Brumley

Covered in Sales Training on 4/25/19: Once a “send message” has been sent within Odoo for leads, quotes and sales orders, and the customer replies to the message, you can respond to the customer via your email and it will … Continue reading →

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Odoo – Supplies In Stock Here

Posted on April 26, 2019 by Tony Brumley

To see a report on the current inventory of Supplies in stock here at DP: 1.)    GO TO INVENTORY 2.)    REPORTING 3.)    INVENTORY REPORT & THEN CLICK ON RETIEVE THE INVENTORY QUANTITIES 4.)    IT WILL THEN POPULATE INTERNAL LOCATIONS 5.)    CLICK ON GROUP BY & … Continue reading →

Posted in Odoo, Production, Purchasing, Sales | Leave a comment

Odoo – Sales Process

Posted on April 26, 2019 by Tony Brumley

“Confirmation Date” is the same as “Doc Date” on an Order from SalesPad. This is the date the Quote was Confirmed to an Order. All orders in Odoo must be Quotes first. “Quotation Date” is the same as “Doc Date” … Continue reading →

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