Category Archives: Sales

Owandy Training and Service Resources

Posted on August 29, 2019 by Tony Brumley

The tech support group at Owandy has some very useful information on support for their 2D and 3D devices. The customer can schedule a remote support session for training, or you as a DP sales rep can do it for … Continue reading →

Posted in Customer Service, Product Education, Sales | Leave a comment

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

Glossary of Dental Product terms

Posted on June 13, 2019 by Tony Brumley

On Thursday, June 13, 2019, Randy led the sales training with a tour of the Glossary we have on our Dental Planet site. This glossary was built as an external tool to draw in web search traffic to our site, … Continue reading →

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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