diff --git a/addons/crm/crm_opportunity_menu.xml b/addons/crm/crm_opportunity_menu.xml index 60ade626071..282dc78bb8c 100644 --- a/addons/crm/crm_opportunity_menu.xml +++ b/addons/crm/crm_opportunity_menu.xml @@ -30,6 +30,16 @@ {'search_default_user_id':uid,'search_default_current':1, 'default_type': 'opportunity'} + Opportunities allows you to track your best deals pipeline: history of +the communication, expected revenues, stage of each opportunity, +excepted closings, etc. Opportunities are usually connected with the +email gateway: new emails may create opportunities and each opportunity +automatically gets the history of the conversation with the customer. + +Your teams will be able to plan meeting and phonecalls from +opportunities, to convert opportunities into quotations, to manage +documents related to the opportunity, to track all activities related to +this customer, etc. diff --git a/addons/document/document_view.xml b/addons/document/document_view.xml index 6c027b76835..f6e21f338e7 100644 --- a/addons/document/document_view.xml +++ b/addons/document/document_view.xml @@ -335,6 +335,7 @@ Document form + Documents give your access to all attached documents; it's a repository of all attached documents (mails, documents attached to a project, etc.) form + In OpenERP, a product is something you can buy and sell. It can be a raw material, a stockable product, a consumable or a service. The product form contains a detailed information on the products like procurement logistic, sales price, product category, suppliers, etc. @@ -253,6 +254,7 @@ [('parent_id','=',False)] tree + Products category opens a tree structure view of your products by category. form tree,form,calendar,graph + The sale order manages the invoicing, the product fullfilment and the +delivery processes. OpenERP can handle products, services and +consumables so that a sale order can trigger tasks, manufacturing +orders, purchases, etc. It support several invoicing methods according +to your configuration: from the sale order, from the pickings, etc. +