Tip: No need to print, put in an envelop and post your invoices
+Use the “Send by Post” option to post invoices automatically. For the cost of a local stamp, we do all the manual work: your invoice will be printed in the right country, put in an envelop and sent by snail mail. Use this feature from the list view to post hundreds of invoices in bulk.
+
+Emails sent to ${email} generate opportunities in your pipeline.
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- Tip: Convert incoming emails into opportunities
+ % if record and record.alias_domain +Did you know emails sent to ${record.alias_id.display_name} generate opportunities in your pipeline?
+ Try sending an email to your CRM. This email address is configurable by sales team members.
Did you know emails sent to a Sales Team alias generate opportunities in your pipeline?
% endifActivate the "Partner Autocomplete" feature to fill in your Partner's details faster.
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- Tip: Did you know Odoo has built-in lead mining?
+For a sales team, there is nothing worse than being dry on leads. Fortunately, in just a few clicks, you can generate leads specifically targeted to your needs: company size, industry, etc. To help you test the feature, we offer you 200 credits for free.
+
Activate the lead mining feature from your CRM settings and start generating more leads.
-Tip: Opportunity win rate is predicted with AI
+Odoo's artificial intelligence engine predicts the success rate of each opportunity based on your history. You can always update the success rate manually, but if you let Odoo do the job the score is updated while the opportunity moves forward in your sales cycle.
+
+Tip: Manage your pipeline
+A great tip to boost sales efficiency is to always define a next step on each opportunity. To manage ongoing activities, click on any status of the progress bar to filter opportunities based on their next activities' status. Click on the grey area of the progress bar to see all opportunities that have no next activity.
+
+Tip: Do not waste time recording customers' data
+Did you know you can search a company by name or VAT number to instantly fill in all its data? Odoo autocompletes everything for you: logo, address, company size, business information, social media accounts, etc.
+
+Tip: Turn a selection of opportunities into a map
+Did you know you can turn a list of opportunities into a map view, using the top-right map icon? A lot of screens in Odoo can be turned into a map: tasks, contacts, delivery orders, etc.
+
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+ Run your business from anywhere with Odoo Mobile.
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+ Go to your general settings to invite new users to your database.
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+ Tip: Speed up your workflow with shortcuts
+Press ALT in any screen to highlight shortcuts for every button in the screen. It is useful to process multiple documents in batch.
+
Visit our eLearning Platform
+Tip: Click on an avatar to chat with a user
+Have a question about a document? Click on the responsible user's picture to start a conversation. If his avatar has a green dot, he is online.
+
Change your browser settings to "Allow Push Notifications" and never miss a thing.
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+ Tip: A calculator in Odoo
+When editing a number, you can use formulae by typing the `=` character. This is useful when computing a margin or a discount on a quotation, sale order or invoice.
+
Take a look at our App videos and discover the next tool that will allow you to work better and faster.
+Tip: How to ping users in internal notes?
+Type "@" to notify someone in a message, or "#" to link to a channel. Try to notify @OdooBot to test the feature.
+
You can ping your colleagues by tagging them in your messages using “@” followed by their name. They will be instantly notified.
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- ${', '.join(users.mapped('name'))} just signed up. Say hello in the company's discussion channel. -
-Use activities on any business document to schedule meetings, calls and todos.
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-Keep track of any object in Odoo (opportunity, sales order, etc.) and choose exactly what you want to follow (discussion, status, status change, etc.).
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+ Tip: Knowledge is power
+When following documents, use the pencil icon to fine-tune the information you want to receive. +Follow a project / sales team to keep track of this project's tasks / this team's opportunities.
+
Tip: Snap pictures of your receipts with the remote app
+Do not keep your expense tickets in your pockets any longer. Just snap a picture of your receipt and let Odoo digitalizes it for you. The OCR and Artificial Intelligence will fill the data automatically.
+
+You just need to set email aliases in your job positions' settings.
- +Tip: Let candidates apply by email
++ By setting an alias to a job position, emails sent to this address create applications automatically. You can even use multiple trackers to get statistics according to the source of the application: LinkedIn, Monster, Indeed, etc. + % set record = object.env['hr.job'].search([('alias_name', '!=', False)], limit=1) + % if record and record.alias_domain + Try sending an email + % endif +
Tip: Use canned responses to chat faster
+Use canned responses to define templates of messages in the livechat app. To load a canned response, start your sentence with ':' and select the template.
+
+Tip: Use tablets in the shop to control manufacturing
+With the Odoo work center control panel, your worker can start work orders in the shop and follow instructions of the worksheet. Quality tests are perfectly integrated into the process. Workers can trigger feedback loops, maintenance alerts, scrap products, etc.
+
+You just need to set email aliases to your projects.
-Tip: Customize tasks and stages according to the project
+Customize how tasks are named according to the project and create tailor made status messages for each step of the workflow. It helps to document your workflow: what should be done at which step.
+
Tip: How to keep late receipts under control?
+When creating a purchase order, have a look at the vendor's On Time Delivery rate: the percentage of products shipped on time. If it is too low, activate the automated reminders. A few days before the due shipment, Odoo will send the vendor an email to ask confirmation of shipment dates and keep you informed in case of any delays. To get the vendor's performance statistics, click on the OTD rate.
+
+Tip: Never miss a purchase order
+When sending a purchase order by email, Odoo asks the vendor to acknowledge the reception of the order. When the vendor acknowledges the order by clicking on a button in the email, the information is added on the purchase order. Use filters to track orders that have not been acknowledged.
+Take a snapshot of your expenses and submit your expenses by email.
- -Tip: Odoo supports configurable products
+Struggling with a complex product catalog? Try out the Product Configurator to help sales configure a product with different options: colors, size, capacity, etc. Make sale orders encoding easier and error-proof.
+
+Tip: Sell or buy products in bulk with matrixes
+Selling the same product in different sizes or colors? Try the product grid and populate your orders with multiple quantities of each variant. This feature also exists in the Purchase application.
+
+Tip: Speed up inventory operations with barcodes
+
+ Enjoy a quick-paced experience with the Odoo barcode app. It is blazing fast and works even without a stable internet connection. It supports all flows: inventory adjustments, batch picking, moving lots or pallets, low inventory checks, etc. Go to the "Apps" menu to activate the barcode interface.
+Odoo helps you to optimize your website and get a better ranking in search engines like Google.
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+ Tip: Engage with visitors to convert them into leads
+Monitor your visitors while they are browsing your website with the Odoo Social app. Engage with them in just a click using a live chat request or a push notification. If they have completed one of your forms, you can send them an SMS, or call them right away while they are browsing your website.
+
+Tip: Use royalty-free photos
+When you need photos to illustrate your website, search in the media dialog. Odoo's integration with Unsplash, millions of royalty free and high quality photos, will help you get the perfect picture in just a few clicks.
+
+Tip: Search Engine Optimization (SEO)
+To get more visitors, you should target keywords that are often searched in Google. With the built-in SEO tool, once you define a few keywords, Odoo will recommend you the best keywords to target. Then adapt your title and description accordingly to boost your traffic.
+