- All Applications
- Sales
- Orders Sales Force Orders
Accounting
Purchase
Sales
Orders
Inventory
Returns
Sales Force Physical Returns
Schedule a Physical Return
Capture a Physical Return and Print a Returns Checking Slip
Validate a Physical Return
Create a Distributor Credit note
Sales Force Virtual Returns
Capture a Virtual Return and Print a Returns Checking Slip
Validate a Virtual Return
Issue a Distributor Credit note and Re-Invoice
Return to Supplier
Return to Supplier (Manual)
Internal Breakages
Distributor Breakages (Replacement)
Capture a Distributor Breakage (Replacements) and Print a Return Checking Slip
Validating a Distributor Breakage - Replacement
Distributor Breakages (Credit Note)
Capture a Distributor Breakage and Print a Returns Checking Slip
Validate a Distributor Breakage (Credit Note)
Create a Distributor Breakage Credit note
Adjustments
Corrections
Products
Manufacturing
Attendance Register
Help
Additional Help
Installing Odoo as an application
Two Factor Authentication Set Up
Automated Signature
How to Register a Guest on BBB - Guest Wi-Fi
Dot Matrix printing - How to and Troubleshooting
How to Log a Support Ticket in Odoo
How to Log a New Feature request Ticket in Odoo
Sales Force
Promotion
Demotion
Pay-In Sheets
Create and print pay-in sheets pack
Register pay-in sheets
Capturing pay-in sheets
Register pay-in sheets distributor summaries
Capturing Pay-In Sheets Distributor Summaries
Create a Cosultant
Activating inactive sales force member
VoIP
Blacklisting
Suspend
Moving Consultants
Sales Force Member Information Edits
PaySpace
Contact Centre
MVNO
How to purchse data, voice, SMS and check the balance on BBB Connect HelpDoc
How to port/transfer your current SIM card number to BBB Connect SIM card
How to Recharge BBB Connect SIM card
TaskFlow
How to set up sales force meetings campaign
Making Inbound and Outbound calls for contacts 'Potential Leads'
How to create a user
How to make a sales force meeting call
How to set up extensions
How to configure sales force meetings
How to set up dispositions
How to set up a recruiting campaign
How to set up call teams
How to call the Leads and Recruits
Campaign Planner
Sales Force Orders
Sales Order 'Stock Order Form' Import
Introduction. Creating and importing of 'Stock Order Form' CSV file into Odoo for processing. Responsible Team. Sales Order Clerk. Process - Summary. Save excel file. Check and update distributor nam…
Receive an Order
Orders are received from our Distributors (and in some cases from our Managers) via email. These emails are sent to orders@bbb.co.za and are received by Theodora.
Capture an Order and print Sales Picking Slips
Introduction. Once the order forms have been received and checked by the warehouse manager, the quotation can be updated, meaning that the complete order can then be captured onto the system with all…
Picking from Picking Slips and Out of Stock Report
Introduction. When the sales order is confirmed and picking slips are printed, an additional Out of Stock report will also be printed simultaneously for each Brand going forward. Products that are ou…
Create an Invoice and Print Delivery Note
Introduction. Once the Distributor's order has been picked, captured and checked by security; a distributor/customer invoice needs to be created by the Orders Clerk. To create a distributor invoice f…
Validate picking for Sales Orders - Out of Stock report
Introduction. Once a Distributor's ordered products has been picked and the Sales Picking Slip is filled in, the picking should be finalised in Odoo. Navigation. Navigate to your Odoo dashboard and c…
