#odoo 13 expected features

[candidroot]

Read - Sales Promotion And Coupon Program In Odoo 13 | CandidRoot Solutions

Sales Promotion and Coupon feature is added to Odoo 13 Community version and earlier it was in Odoo v12 Enterprise version. Let’s check how it works in the Odoo database.

https://www.candidroot.com/blog/our-candidroot-blog-1/post/sales-promotion-and-coupon-program-in-odoo-13-76

[kanakinfosystems]

The latest version of Odoo to be released is Odoo version 13 in October 2019. From IOT integration to Odoo Bank there are lot of new changes to the Odoo system. Go through this article to see the list of updates & changed features in Odoo v13. If you are looking for Odoo 13 migration, feel free to write us at – info@kanakinfosystems.com

[o2btechno]

Upgrade to Odoo's Latest Versions

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Odoo ERP already is one of the most advanced ERP software in the market and as Odoo releases a new version every year with new features and functionalities, it makes Odoo even a more powerful ERP platform. Who doesn't want a business software with robust as well as most advanced features at affordable rates? Everyone wants a quality product at affordable prices, especially when it comes to the growth of the business while saving time and cost. With the latest Odoo versions release, companies expect the upgraded solution for their business and anticipate the advanced features and functionalities. Also, every new version of Odoo comes with a new application that makes Odoo more advanced and automated.

Simply put, every time Odoo upgrade comes, it focuses more on the usability of the software, for example, in the recently updated versions of Odoo sales, purchase, and manufacturing module has more options for overviewing the next activities, like next activity, manufacturing order status, etc. in a single tab. This means, now you do not have to go into the sales order tab, quotation tab, or opportunity tab, you can see all the next activities from the dashboard using the tree view. If you are confused and do not understand the point of upgrading older Odoo versions to newer ones, seek help from Odoo consultants. They will surely help you understand the benefits of newer versions and explain all the new features, functionalities, and applications. The recent versions of Odoo help users save time and eliminate the chances of missing important activities. 

Also, we all know that Odoo is a simple yet effective ERP solution for all sizes of companies, it always surprises its users with the launch of the latest version. Even the older versions of Odoo have a handful of effective and advanced features. Despite all these things Odoo upgrade moves one step ahead and comes with more advanced and effective features. All things considered, the latest versions of Odoo such as Odoo 13, Odoo 14, and Odoo 15 have improved the ease of use and speed. Odoo consultants assist you in having a complete understanding of the latest versions and their benefits.

Reasons to Move From Older Version to Newer Ones

Better Usability

The Odoo upgrade always comes with the better usability of the Odoo modules such as CRM, Inventory, Sales, Field Service, etc. For example, the CRM module of the Odoo 14 version enables users to perform tasks efficiently. Further, you can track details such as campaign, source, and medium for new contacts. Because Odoo 14 CRM UTM fields are available as elective/optional fields. Also, now you can see all of your next actions from the dashboard in the tree view/list view. This will never let your sales team forget to work on the prospects as well as customers. In other words, manage all of your activities from a single view. 

And the Odoo 15 CRM module has made improvements in lead handling activities. This Odoo version's CRM app lets you assign leads to specific teams by utilizing the domain mechanism. 

Enhancement in Integration Capabilities

Every new version has more capabilities, for example, Odoo 14 can be integrated with Outlook. It enables users to turn Outlook emails into leads, and then they can log the email content as internal notes in the CRM. Moreover, Barcode app integration allows users to create transfers manually from the barcode app. Also, easily access quality checks from lot/serial numbers.

Effective Search Options

In the latest versions like Odoo 14 and Odoo 15, you can search for opportunities using the contact numbers. It makes it easy to search for opportunities if you do not have other details. 

Efficient Document Management

In the latest upgrades of Odoo, you can manage all of your documents through the list view exactly like you manage them in the Kanban view. This means you can drag, drop, as well as download documents from the list view. Also, users can split and extract pages from multiple PDF documents. The Document module of Odoo 14 allows users to track document versions as well as different UX improvements. Also, you can link specific pages to specific actions.

More Advanced Inventory Management

If you are using the latest and upgraded version of Odoo such as Odoo 14 or Odoo 15. You can see removal dates in quantities and will be able to block the delivery of expired products. Also, it restricts the internal consumption of expired items. Furthermore, if you have had the product-expiry module installed, they can edit the removal date. Also, the inventory manager does not need accounting or billing access rights.

[surekhatech]

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Check out the latest Dynamic Kanban View App build in #V13 at Odoo marketplace which has the following new features added developed by Surekha Technologies Pvt Ltd.

This will keep the changes per object and user even after refreshing the page.

✅ No configuration needed, Dynamic kanban applies on every kanban view of odoo. ✅ Lists all the columns/fields of the odoo expect fields with type one2many & many2many. ✅ Preserve the changes per object and user after refreshing/reloading the page. ✅ Arrange any kanban view on the fly without any technical knowledge for Odoo. ✅ It allows you to arrange columns on the fly and thus offers a quick and easy way to view the desired data.

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📧 sales@surekhatech.com 🌐 www.surekhatech.com

[candidroot]

Sales Promotion And Coupon Program In Odoo 13 | CandidRoot Solutions

Sales Promotion And Coupon Program In Odoo 13 |

www.candidroot.com

 Sales Promotion And Coupon Program In Odoo 13

 Functional

 Odoo Provides Sales Promotion and Coupon program as a Marketing tool to enhance the purchase of products to increase revenue of business. 

 This blog is for how these promotional programs are created and applied in the Sales as well. 

 Sales Coupon and Promotion was the feature of the enterprise version of Odoo but from Odoo 13 Odoo has added this feature to Odoo 13 community version. By this module we can integrate Coupon mechanisms in Sales Order. 

 In Odoo there are two sub modules for Odoo 13 sales coupon:

  Sale Coupon (sale_coupon)

 By using this module, Users can use discount coupons in sales orders by which integration of coupon mechanism in sales orders

 Sale Coupon Delivery (sale_coupon_delivery)

 BY using this module, Users can offer free shipping in coupon rewards and also integration of coupon mechanisms with shipping costs.

 In order to use these feature of Sales promotion, User has to go to Sales module and activate relevant options, 

 Go to Sales → Configuration → Settings → Enable Coupons & Promotions

  Now, You can find Options for Promotions Programs and Coupon Programs under products menu. 

 Let’s Check How this Promotion Program works In Odoo 

 Go to Sales → Products →  Promotions Programs

 You will find all the promotional programs here and also you can Create new Promotions Program and Form will be look like this, 

 Let’s have a discussion about various fields of Promotion Program 

 1. Program Name : Define name for Promotion Program 

 Conditions can be set for Promotion Program either based on Customers or based on Products. 

 2. Based on Customers : 

 By setting this condition promotion programs only apply to specific customers only. By default it is applicable to all the customers but we can meet certain conditions so that only specific customers can be eligible for the promotions program. 

 Now Click on Edit Domain and You can sent conditions, 

 Now click on the save button to save the conditions and It displays the number of records that match the condition.

 Here, Condition is set that customers who are belonging to Belgium are eligible for this Promotional Program and there is 1 record that satisfies this condition.

 Based on Products :

 By setting these conditions only those products which are under this criteria can be eligible for this promotion program. By purchase of some products some rewards will be given and here also all the products are chosen by default. 

 Now Click on Edit Domain and You can sent conditions, 

 Now click on the save button to save the conditions and It displays the number of records that match the condition.

 Here, Condition is set that products Can be Sold Is True are eligible for this Promotional Program and there are 137 records that satisfy this condition.

3. Quantity : Minimum Required Product Quantity To Get Rewards 

 4. Minimum Purchase Of: Minimum Required Amount To Get Rewards 

 Also It is possible to specify the minimum purchase amount is Tax Included or Tax Excluded Amount. 

5. Promo Code Usage: 

 ·        Automatically Applied : No Code is required If the program rules met the reward applied automatically 

·        Use a code : A valid code is mandatory for the reward to be applied 

Rewards : 

 Applicability : 

 ·        Select Apply On Current Order : Reward will be applicable on current order 

·        Select Apply On Next Order :  You can generate a coupon for a next order 

  Reward : There are two ways to give Rewards to customers either given as ‘Discount’ or a ‘Free Product’ 

 1. Discount :  

 If the reward is a discount then you can mention either percentage of discount Or Fixed Amount 

 Discount Apply On   

              On Order: This Discount is given on the entire order.

 On Cheapest product: Discount is given on the cheapest product.

 On specific product: Discount is given on the specific product only 

 Max Discount Amount : Define a maximum discount amount for this promotion program 

 2. Free product

 If the Rewards is a Free Product, User has to specify the free product under ‘Free product’ 

 3. Free Shipping 

 Free Shipping will be provided as a reward (It requires Delivery Module ) 

 Validity

 You can define Validity for the Promotion Program here, 

 Website : Make restriction to available for particular website 

 Apply on First   : Applicable to How many Orders  

 Start Date & End Date : Define Start date and end date of Promotion Program 

  Now once all the conditions and details are filled into the form, We can use this Promotions Program to Sales Order. 

 For Example : We have a promotion program ‘Buy 3 large cabinets, get one for free’

 This Promotion Program is for Large Cabinet Product and Buy Purchasing 3 Quantity of Large Cabinet, You will get 1 Product as Free Rewards 

 Let’s create a Sales Order With 4 Quantity Large Cabinet Products and Check the Promotion Program. 

 After that Click on Promotions button on the Sales Order and It will automatically add the reward of Free Product on the order line and If promotion is set based on Coupon then Click on Coupon and a new Pop-up will be Open to Enter Code to get Free Product Rewards. 

This is how the Promotion Program Works in Odoo. 

Now, Let’s check how this Coupon Program works In Odoo 

 Go to Sales → Products →  Coupon Programs

 You will find all the Coupon Programs here and also you can Create new Coupon Program and Form will be look like this, 

 Here We can add our own conditions to generate coupons, User can customize the condition rule by clicking the Edit Domain button and specify rules for Coupon Program.

Quantity : Minimum Required Product Quantity To Get Rewards 

 Minimum Purchase Of: Minimum Required Amount To Get Rewards 

 Also It is possible to specify the minimum purchase amount is Tax Included or Tax Excluded Amount. 

 Rewards 

 Under the Rewards section users can define how this coupon can be rewarded to the customer. 

 I.e Coupon in form of Discount, Free Product or Free Shipping and the user can set a reward line product so this line will be visible in the sale order line same as the name specified in it.

 Discount 

 Here Discount can be set in terms of Fixed Amount or Percentage. 

If we select a discount as Percentage the user can set how this discount can be applied based on Order, On Cheapest Product Or On a Specific Product. Along with it, users can also set a maximum amount of discount. 

 Once all the conditions are set and applying a discount on order, Click on Generate Coupon Button.

Once we click on Generate Coupon, It will open one wizard like this, 

 User can decide the number of coupons to be generated

Once generating coupons click on the Coupons icon

You can select coupon which you have created using Coupon Program and Copy this coupon to use in Sales Order 

Now go to Sales and Create Sales Order with one product and click on Coupon to apply code on Sales Order 

 Once we click on Coupon, It will open one new wizard to add coupon code in it. 

Now We can see that 30% discount applied on order and we can see the Discount line in the Sales Order

This is how the Coupon Program Works in Odoo. 

 Similar to it We can use this module to give Coupon Rewards by 

 ·        Discount on Cheapest product of the Order 

·        Discount on Selected Specific product 

·        Free Product will be provided as a Reward 

·        Free Shipping Will be provided once delivery module used

 You can use the same Promotion and Coupon Program in Odoo Ecommerce as Well. 

Conclusion :

This is all details about Sales Promotion and Coupon Program Odoo 13. You can get more information about the Sales Promotion and Coupon Program With Odoo and get Odoo services from us. CandidRoot, Odoo Service Provider Company is always ready to help you with all your issues related to Odoo and provide various Odoo services like Odoo implementation, Odoo integration, Odoo Customization, and much more.

[candidroot]

Sales Promotion and Coupon feature is added to Odoo 13 Community version and earlier it was in Odoo v12 Enterprise version. Let’s check how it works in the Odoo database.

https://www.candidroot.com/blog/our-candidroot-blog-1/post/sales-promotion-and-coupon-program-in-odoo-13-76

[candidroot]

Sales Promotion and Coupon feature is added to Odoo 13 Community version and earlier it was in Odoo v12 Enterprise version. Let’s check how it works in the Odoo database.

[candidroot]

Sales Promotion and Coupon feature is added to Odoo 13 Community version and earlier it was in Odoo v12 Enterprise version. Let’s check how it works in the Odoo database.

[surekhatech]

Odoo is an all-in-one business software including CRM, e-commerce, accounting, MRP, Project management, and inventory. It helps you to improve the quality and efficiency of your business.

Here are the expected features of Odoo 13:

Full Detail Visit now - https://www.surekhatech.com/blog/expected-features-in-odoo-13