Implementation and Implementation of Odoo
The main needs for the start of the CRM activity: The system must be: the possibility of accounting, KP, orders, projects, email exchanges and the accumulation of information within the system.synchronization with the accounting program https://www.simplbooks.ee/ru/
The setting should cover the following points, but not only: Create an employee profile Create a company client card with the required fields (legal and natural person).For example, there is a screen of the SRM card, which is currently being used, which fields are being used.Import files with data about firms and physical persons, goods.Files in CSV format 3 pieces.Create templates for the following documents.There are files for the example.You can do according to their sample or offer an improved option: account, prepaid account, commercial offer, order for logical and comfortable operation of the company.
What is now in the current system and is being used: Dashboard, with customized indicators in figures, graphs and Calendar lists.Synchronized with the phone / Google calendar.The possibility of reminders and notifications The possibility of attaching a link to a video meeting The list of participants The possibility of contacting the company/contact.Person/project/step/account/offre/order/add guests Add resources and note them when using ToDo List Projects Status Deadlines of creation/depletion/action/step etc. Tags/categories Delivery Address Related persons/firms with the project Planned tasks Chronology List of offers with the main numbers List of orders with the main numbers List of sales accounts with the main numbers List of purchasing accounts with the main numbers Comments Files related to the project may include multiple offers/order/account Projects does not mean only one offer/order Offers Status/referred or no main/author lists in the project Planned tasks/author lists related to the main numbers List of orders with the main numbers List of sales accounts with the main numbers List of purchasing accounts with the main numbers List of purchasing accounts with the main numbers Comments Files related to the project may include multiple offers/order/account accountsBut there is a choice in which language to send an offer English/Estonian To added goods/services the option to mark the supplier and the price in purchase to added goods/services the option to add the picture to added goods/services the option to add a comment the option to group the goods/show the amount per group/cover the prices for individual positions leaving the price per group Add / copy the lines Show the position and the overall indicators/sales, confusion, marginality the option to hide the total value of the offer Generate from the order/order to purchase/account/account to payment Statistics/referred or no major/digital lists in the list of goods/referred/referred/referred/referred/referred/referred/referred/referred/referred/referred/referred/But there is a choice in which language to send an offer English/Estonian To added goods/services the option to mark the supplier and the price in purchase To added goods/services the option to add the picture To added goods/services the option to add a comment The option to group goods/show the amount per group/cover the prices for individual positions leaving the price per group Add / copy the lines Show by position and in general/sales indicators, confusions, marginality the option to hide the total order value Account the same as in offers and orders Add the received payment and display it accordingly the status of payment The option to group the goods/show the amount per group/cover the prices for individual positions Add / copy the lines Show by position and in general/sales of sales, confusions, marginality the option to hide the total order value of the accountAt the request of the executive, we can make a video review of the used system with comments to understand the minimum needs and needs of the customer to the CRM Odoo.The customer may not be sufficiently informed about the possibilities of the system and the proposed solutions.Write questions, answers to which you need to understand the scope of work.We will decide in the process.Write your terms and conditions.
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7 days223 USD
165 7 days223 USD
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ready to perform tasks and to adjust functions according to your task. Time and cost are approximate.
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