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Create Quotations And Sales Orders in OpenERP v7

Hello everyone, in this blog we will go through how to create Quotations and Sales Orders In OpenERP7, Quotations and Orders are handled by the same Object, but in different states.  You can consider an Order to be a Quotation that has ‘evolved’, in the same way as a Lead…

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Find & Merge Duplicates on vtiger/vtplus CRM

All of us have created duplicates in our CRM while working on it in a rush and then realiased oops we have so many Michael Jacksons in the database. We all get the question, now how do I merge them? We are going to cover the very same topic in…

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Create and Import Contacts on vtiger/vt plus

In this blog section, we shall focus on the Contacts Module. So, who (or what) are Contacts? Contacts are defined as anybody who interacts with your business. This may be a existing, or potential customer, or a useful contact within an organization, that may develop over time. Contacts within vtiger…

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How to Upgrade a Client using WHM?

If you use WHM for managing your web hosting there are occasions when you would like to upgrade/downgrade your customers from one package to another. The steps to change the hosting package of your customer are very easy: Click on the menu item called “List Accounts” Search the account that you need…

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OpenERP 7 Create Leads And Convert Them Into Opportunities

Welcome back, today we will go through the steps needed on how to create Leads, and convert them into Opportunities in OpenERP 7. Firstly, what is OpenERP? OpenERP is a web based open source Enterprise Resource Planning software, created with the goal to homogenize, shape and capture the raw information (or data)…