How to Configure Document From Email Alias in Odoo 17 Document App | Odoo 17 Functional Tutorials

Sdílet
Vložit
  • čas přidán 4. 08. 2024
  • Odoo, an open-source business management software, offers features to automate document generation based on emails. Here's a real-time scenario for a possible implementation:
    Scenario: Automatic Sales Order Confirmation via Email
    Customer Sends Email: A customer sends an email to the sales alias (e.g., [email address removed]) expressing their intent to purchase specific products. The email might contain details like product names, quantities, and any special requests.
    Odoo Detects Email: Odoo, configured to monitor the sales alias, detects the new email.
    Data Extraction: Odoo's automation engine extracts relevant information from the email. This might include customer details, product information (using keywords or product codes mentioned in the email), and quantities.
    Sales Order Generation: Based on the extracted data, Odoo automatically generates a sales order document. This document will typically include:
    Customer information (name, address, etc.)
    List of ordered products with quantities
    Pricing information (based on product data in Odoo)
    Order total
    Email Sent to Customer: Odoo automatically sends an email to the customer with the generated sales order document attached. This email might also include a confirmation message and any additional information relevant to the order.
    Benefits of this scenario:
    Efficiency: Automates a repetitive task, saving sales staff time.
    Accuracy: Reduces errors by eliminating manual data entry from emails.
    Speed: Customers receive immediate confirmation, improving satisfaction.
    #Odoo17 #OdooTutorial #DocumentManagement #EmailAlias #OdooFunctional #BusinessAutomation #OdooERP #Productivity #OdooCommunity #TechTips #documents #odoo #odootips #businessefficiency #workflowautomation #odoodocument #odoodocumentmanagement
    Connect With Us:
    -------------
    ➡️ Website: www.cybrosys.com/
    ➡️ Email: info@cybrosys.com
    ➡️ Twitter: / cybrosys
    ➡️ LinkedIn: / cybrosys
    ➡️ Facebook: / cybrosystechnologies
    ➡️ Instagram: / cybrosystech
    ➡️ Pinterest: / cybrosys
  • Jak na to + styl

Komentáře •