CRM dependencies [solved]

Question

Hello - I am new to Odoo, allow me to ask anyone if for us to use CRM we also need to get invoicing app?
I am seeing comments about error on accounts payable and receivable when creating opportunity in CRM which i am experiencing the same and I saw that the solution should be setting up chart of accounts in invoicing or accounting.
However need to confirm my understanding that to be able to use CRM seamlessly, doest it mean i need to setup CRM and invoicing and pay for the two apps license?
Than

Carlo O. · Answer

Agree...
But the concern is not about invoicing. The concern is about CRM where every time i tried to  create opportunity the problem on accounts payable and receivable keeps popping up.
The scenario is because I have accounting, invoicing, POS, Sales all installed separately. So when I uninstall all these and left CRM installed. I was able to create opportunities in CRM seamlessly without the error. This solves my problem on creating opportunities without the above error..
I agree that I don't

Ermin Trevisan · Answer

Your own answer is not correct. If you install invoicing, you need to setup default accounts payable and receivable in order to be able to create customers or vendors. This is also valid then, if you want to create customers from CRM. If you do not create customers in CRM, you do not have a problem, even if Invoicing is installed. Also there is no need to setup default accounts, if Invoicing is not installed, of course.

Publications associées	Réponses	Vues
Comment activer notification pour odoo CRM crm	2 août 25	1448
CRM - Create autoresponse if new lead was created via Mail crm	2 mai 25	2351
Get Map View in Odoo CRM based on lead address instead of contact address crm	1 avr. 25	2316
CRM management crm	0 mars 25	2164
Feature request - Assign multiple teams to a stage in the pipeline crm	0 mars 25	2152

Cette question a été signalée

Vous appréciez la discussion ? Ne vous contentez pas de lire, rejoignez-nous !