Sales
What does the online quotation allow a client to do?
Sign and Pay online
Where do lost opportunities go?
They are archived to maintain the stage it was lost in
How many journal items will be created for a customer invoice having 2 lines, and the same 15% tax on each line?
4 Journal items:
-Account Receivable - D
-Tax Received - C
-Product Sales - D
-Product Sales - D
Where can I find the Lots/Serial Numbers menu in Odoo's Inventory App?
Products
What product type should I choose for a landed cost?
A Service
What are the different attribute Display Types & variant Creation Modes?
Radio, Select, Color, Pills & Instantly, Dynamically, Never
What contact information do you need to create a lead?
You don't need any contact information
Whenever a payment for a customer's invoice is registered on my bank account, the following entry will occur?
The Bank Account is debited and the Account Receivable is credited
How can Odoo create an accounting entry upon receipt of goods, shipment of goods, and invoicing of goods automatically?
On the product category, Inventory Valuation > Automated
If I sell a product for $50, what will be my profit with a cost of $20 and a landed cost of $10?
$20
What are the document types a portal user can access?
Quotations, SO, RFQ, PO, Invoices & Bills
How can I restrict who can view specific stages?
By assigning a sales team when you edit the stage
Why is it important to reconcile just before following up on unpaid invoices?
This way you are up-to-date as can be with customers' payments. Otherwise, you would be sending follow-up messages to customers who have already paid.
How many stock moves happen when you validate an inventory adjustment?
One stock move per adjustment line with an updated quantity
I have a customer lead time of 15 days. What will be the scheduled date for the delivery if the confirmation date is 01/23?
02/07
Having a certain PL, I want to show my client the original product price and the discount they will receive. What do I need to configure?
Activate Pricelists > configuration > Discount Policy > Show public price & discount to the customer
What happens when you click on the little "+" button?
It creates an opportunity in that stage
How is the total due by a customer computed?
The balance related to this customer in receivable accounts
What will be the route of a manually updated product if my warehouse name is WH?
Virtual Location/Inventory Adjustment > WH/Stock
My cost method is "Average Cost". I have 48 pieces on hand of a product with a cost of 1000 USD/ unit. If I receive 2 of these products for a price of 500 USD/ piece, what will be my unit cost?
980
To apply 50 % discounts per product only for Black Friday weekend (11/25-11/26), what are the configurations?
Sales > Configuration > activate advanced price rules > pricelist > add a line > Apply On: Product > Add Start & End Date > Compute Price: Percentage > Add percent discount
How many quotations and orders can you generate from one opportunity?
Several quotations, several orders
How can I partially link a financial transaction to one or multiple analytic accounts?
By creating an analytic tag, selecting the "Analytic Distribution" option and adding the required analytic accounts and their percentages.
What are the configurations needed for a product that is not in stock and needs to be created by demand?
Inventory > configuration > settings > multi-step routes > Routes > Un-archive MTO > Add MTO to product template
What is the procedure applied to generate offers from companies competing to sell you goods or services? What is the configuration?
Purchase > configuration > settings > purchase agreements > call for Tender