Home └Module Odoo Basic Overview for Customer Concierge └Mid-screen tabs

Module Odoo Basic Overview for Customer Concierge

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Mid-screen tabs

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Mid-screen tabs
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1. Where are the mid screen tabs located in the Odoo opportunity screen?
At the top of the screen Halfway down the main opportunity screen In the customer profile module On the left navigation panel
2. What kind of information can be found in the “Products/Line Items” tab?
Invoices and billing history Sales email correspondence Details about the part such as layers, materials, and finish Company revenue reports
3. Why might you need to check the current build files in the “Products/Line Items” tab?
To calculate tax rates To confirm delivery addresses To verify if the files sent by the customer match the existing ones To change the project owner
4. What kind of files might be found under the “Customer Reqs.” tab?
Product pricing lists Employee training guides Gerber files, fab drawings, array drawings, and RFQ emails Inventory reorder forms
5. How do you upload a file to the “Customer Reqs.” tab?
By emailing it to the system Clicking the print icon Select Edit, drag and drop the file, then click Save Attaching it through a chatbot
6. What does the “Company Profile” tab contain?
RFQ requests Buyer’s notes, company classification, and company biography Part build files Vendor invoices
7. Where do you find the Sales Order Confirmation form sent to the customer?
Sage Quotes/Orders tab Products/Line Items tab Purchase/Sales tab Customer Reqs. tab
8. What is typically included in the Sales Order (SO)?
Training instructions Customer’s PO information, quantity, and delivery date Internal performance reviews Customer satisfaction scores
9. What can be found in the “Purchase/Sales” tab?
Product pricing strategies Vendor POs, vendor notes, customer POs and emails Tax documents Job applications
10. What type of vendor details are found in the “Purchase/Sales” tab?
Shipping company preferences Selected vendor and quoted vendors Marketing contact history Credit report summaries