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CASE STUDY 1 Answers

The document outlines a step-by-step guide for configuring a database, project management app, CRM, sales, invoicing, and data import in Odoo. Key actions include enabling multi-language support, setting up employee records, integrating email with CRM, automating invoicing processes, and importing customer data. Each step provides specific instructions for configuration and management to enhance operational efficiency.

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marcemurray2
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17 views3 pages

CASE STUDY 1 Answers

The document outlines a step-by-step guide for configuring a database, project management app, CRM, sales, invoicing, and data import in Odoo. Key actions include enabling multi-language support, setting up employee records, integrating email with CRM, automating invoicing processes, and importing customer data. Each step provides specific instructions for configuration and management to enhance operational efficiency.

Uploaded by

marcemurray2
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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Step 1: Database Configuration

What can you already do in terms of database configuration?

● Set up multi-language support: Enable Spanish for employees who only speak
Spanish.
○ Go to Settings > Translations > Languages and activate Spanish.
● Set up multiple locations: Configure the company headquarters in Metz and provide
details for remote management by the founder in Luxemburg.
○ Configure the company information under Settings > General Settings
> Company.
● Create employee records: Add all 20 employees with their details under Employees >
Employees.

Step 2: Project Management App for Timesheets

How would you configure the app for timesheets?

● Enable the Project Management and Timesheets apps.


● Create a default project template for cleaning jobs:
○ Go to Project > Configuration > Projects > Create Project.
○ Name the project "Cleaning Services" and set up tasks for each cleaning job.
● Enable timesheet tracking:
○ Go to Project > Configuration > Settings, activate "Timesheets," and
ensure employees can log time directly into the app.
○ Train employees to use the mobile app or web interface to log time in real-time.
● Integrate Excel data into Odoo if historical records need to be imported.

Step 3: CRM Configuration

Linking emails with Odoo:

● Use the Email Integration feature:


○ Go to CRM > Configuration > Email > Email Servers to configure the
founder’s mailbox (e.g., IMAP/SMTP settings).
○ Set up the email alias for leads and opportunities to ensure emails are
automatically tracked in CRM.

Folders for emails:


● Use Stages in the CRM pipeline:
○ Create stages such as "To be answered" and "Quote to sell" to visually organize
leads.
○ Emails from the founder’s mailbox can automatically convert into leads and be
assigned to these stages.

Website Contact Form and Visitor Comments:

● Use the Website app:


○ Create a contact form in Website > Customize > Contact Form.
○ Enable visitor tracking via the "Lead Scoring" option in CRM > Settings.
○ Use the Customer Portal to grant customers access to invoices and quotations.

Sales Team Productivity:

● Use Activity Planning:


○ Set activity goals like "10 meetings/week" and "100 calls/week" for salespeople
under CRM > Configuration > Sales Teams.
○ Automate reminders for scheduled meetings using the calendar feature.

Step 4: Sales

Reporting and Automatic Replenishment:

● Use Sales Analysis reports:


○ Go to Sales > Reporting > Sales Analysis for sales by region.
● Enable automatic replenishment:
○ Activate "Reordering Rules" under Inventory > Configuration >
Settings to automatically order products (e.g., soaps) when stock levels fall
below a threshold.

Profitability and Sales Commissions:

● Use the Margin on Sales feature:


○ Go to Sales > Configuration > Settings and enable "Margins."
○ Define margin-based commissions under Payroll > Commission Plans or
use custom fields in the sales order for calculations.
○ For quarterly incentives, use advanced reporting or custom automation via
Studio.

Reminders for Invoice Checks:

● Use automated server actions:


○ Set up a server action in Settings > Automation to notify salespeople to
check unpaid invoices before finalizing a sale order.

Step 5: Invoicing

Invoicing for Time and Additional Products:

● Use Time-Based Invoicing:


○ Enable timesheets to generate invoices automatically for recorded hours.
● Add additional products directly to the invoice:
○ Use Invoicing > Sales > Create Invoice, and add products or services
manually or via predefined templates.

Tax Configuration for Foreign Companies:

● Configure tax-exempt customers:


○ Set fiscal positions in Invoicing > Configuration > Fiscal Positions
to make foreign companies tax-exempt.

Discount for Premium Customers:

● Set up price lists:


○ Go to Invoicing > Configuration > Price Lists to define a 5%
discount for "Premium Customers."

Automating Payment Reminders:

● Use the Follow-Ups feature:


○ Activate follow-ups in Invoicing > Settings > Follow-Ups.
○ Define rules to automate reminder emails for overdue invoices.

Step 6: Data Import

Handling Customer Data Import:

● Import customer data:


○ Go to Contacts > Favorites > Import Records, clean the data in Excel
beforehand, and use Odoo’s deduplication feature to handle duplicates.
● Validate and test imported data:
○ Use Contacts > Deduplicate to merge duplicates.

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