Skip ke Konten
Odoo Menu
  • Login
  • Uji coba gratis
  • Aplikasi
    Keuangan
    • Akuntansi
    • Faktur
    • Pengeluaran
    • Spreadsheet (BI)
    • Dokumen
    • Tanda Tangan
    Sales
    • CRM
    • Sales
    • POS Toko
    • POS Restoran
    • Langganan
    • Rental
    Website
    • Website Builder
    • eCommerce
    • Blog
    • Forum
    • Live Chat
    • eLearning
    Rantai Pasokan
    • Inventaris
    • Manufaktur
    • PLM
    • Purchase
    • Maintenance
    • Kualitas
    Sumber Daya Manusia
    • Karyawan
    • Rekrutmen
    • Cuti
    • Appraisal
    • Referensi
    • Armada
    Marketing
    • Social Marketing
    • Email Marketing
    • SMS Marketing
    • Acara
    • Otomatisasi Marketing
    • Survei
    Layanan
    • Project
    • Timesheet
    • Layanan Lapangan
    • Meja Bantuan
    • Planning
    • Appointment
    Produktivitas
    • Discuss
    • Approval
    • IoT
    • VoIP
    • Pengetahuan
    • WhatsApp
    Aplikasi pihak ketiga Odoo Studio Platform Odoo Cloud
  • Industri-Industri
    Retail
    • Toko Buku
    • Toko Baju
    • Toko Furnitur
    • Toko Kelontong
    • Toko Hardware
    • Toko Mainan
    Makanan & Hospitality
    • Bar dan Pub
    • Restoran
    • Fast Food
    • Rumah Tamu
    • Distributor Minuman
    • Hotel
    Real Estate
    • Agensi Real Estate
    • Firma Arsitektur
    • Konstruksi
    • Estate Management
    • Perkebunan
    • Asosiasi Pemilik Properti
    Konsultansi
    • Firma Akuntansi
    • Mitra Odoo
    • Agensi Marketing
    • Firma huku
    • Talent Acquisition
    • Audit & Sertifikasi
    Manufaktur
    • Tekstil
    • Logam
    • Perabotan
    • Makanan
    • Brewery
    • Corporate Gift
    Kesehatan & Fitness
    • Sports Club
    • Toko Kacamata
    • Fitness Center
    • Wellness Practitioners
    • Farmasi
    • Salon Rambut
    Perdagangan
    • Handyman
    • IT Hardware & Support
    • Sistem-Sistem Energi Surya
    • Pembuat Sepatu
    • Cleaning Service
    • Layanan HVAC
    Lainnya
    • Organisasi Nirlaba
    • Agen Lingkungan
    • Rental Billboard
    • Fotografi
    • Penyewaan Sepeda
    • Reseller Software
    Browse semua Industri
  • Komunitas
    Belajar
    • Tutorial-tutorial
    • Dokumentasi
    • Sertifikasi
    • Pelatihan
    • Blog
    • Podcast
    Empower Education
    • Program Edukasi
    • Game Bisnis 'Scale Up!'
    • Kunjungi Odoo
    Dapatkan Softwarenya
    • Download
    • Bandingkan Edisi
    • Daftar Rilis
    Kolaborasi
    • Github
    • Forum
    • Acara
    • Terjemahan
    • Menjadi Partner
    • Layanan untuk Partner
    • Daftarkan perusahaan Akuntansi Anda.
    Dapatkan Layanan
    • Temukan Mitra
    • Temukan Akuntan
    • Temui penasihat
    • Layanan Implementasi
    • Referensi Pelanggan
    • Bantuan
    • Upgrades
    Github Youtube Twitter Linkedin Instagram Facebook Spotify
    +1 (650) 691-3277
    Dapatkan demo
  • Harga
  • Bantuan

Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:

  • CRM
  • e-Commerce
  • Akuntansi
  • Inventaris
  • PoS
  • Project
  • MRP
All apps
Anda harus terdaftar untuk dapat berinteraksi di komunitas.
Semua Post Orang Lencana-Lencana
Label (Lihat semua)
odoo accounting v14 pos v15
Mengenai forum ini
Anda harus terdaftar untuk dapat berinteraksi di komunitas.
Semua Post Orang Lencana-Lencana
Label (Lihat semua)
odoo accounting v14 pos v15
Mengenai forum ini
Help

CRM dependencies [solved]

Langganan

Dapatkan notifikasi saat terdapat aktivitas pada post ini

Pertanyaan ini telah diberikan tanda
crm
3 Replies
2125 Tampilan
Avatar
Carlo O.

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?

Thanks and I hope aomeone could help clarify...

Thanks 

0
Avatar
Buang
Ermin Trevisan

I think I already realize the problem, when i uninstall the invoicing, it removed also the sales and POS, and i was able to create opportunity from CRM.. I think thats because there is a sequence that needs to be followed if you have Invoicing, Sales, POS installed if you were to use CRM....

Avatar
Carlo O.
Penulis Jawaban Terbai

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 need to setup default accounts if invoicing is not installed of course.... 

0
Avatar
Buang
Ermin Trevisan

As written in my answer, if you have setup Invoicing, you need to define the default accounts payable and receivable on order to create customers (and opportunities, but not for leads only).

Ermin Trevisan

If you don't know how to define the default accounts, please ask a corresponding question and specify your Odoo version.

Carlo O.
Penulis

Thanks thanks! It does help me from invoicing prescriptive...

Ermin Trevisan

If you want to thank in this forum, please mark an answer as answered and upvote it.

Avatar
Ermin Trevisan
Jawaban Terbai

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.

0
Avatar
Buang
Menikmati diskusi? Jangan hanya membaca, ikuti!

Buat akun sekarang untuk menikmati fitur eksklufi dan agar terlibat dengan komunitas kami!

Daftar
Post Terkait Replies Tampilan Aktivitas
Comment activer notification pour odoo CRM
crm
Avatar
Avatar
Avatar
2
Agu 25
1500
CRM - Create autoresponse if new lead was created via Mail
crm
Avatar
Avatar
2
Mei 25
2393
Get Map View in Odoo CRM based on lead address instead of contact address
crm
Avatar
Avatar
1
Apr 25
2368
CRM management
crm
Avatar
0
Mar 25
2172
Feature request - Assign multiple teams to a stage in the pipeline
crm
Avatar
0
Mar 25
2168
Komunitas
  • Tutorial-tutorial
  • Dokumentasi
  • Forum
Open Source
  • Download
  • Github
  • Runbot
  • Terjemahan
Layanan
  • Odoo.sh Hosting
  • Bantuan
  • Peningkatan
  • Custom Development
  • Pendidikan
  • Temukan Akuntan
  • Temukan Mitra
  • Menjadi Partner
Tentang Kami
  • Perusahaan kami
  • Aset Merek
  • Hubungi kami
  • Tugas
  • Acara
  • Podcast
  • Blog
  • Pelanggan
  • Hukum • Privasi
  • Keamanan
الْعَرَبيّة Català 简体中文 繁體中文 (台灣) Čeština Dansk Nederlands English Suomi Français Deutsch हिंदी Bahasa Indonesia Italiano 日本語 한국어 (KR) Lietuvių kalba Język polski Português (BR) română русский язык Slovenský jazyk slovenščina Español (América Latina) Español ภาษาไทย Türkçe українська Tiếng Việt

Odoo adalah rangkaian aplikasi bisnis open source yang mencakup semua kebutuhan perusahaan Anda: CRM, eCommerce, akuntansi, inventaris, point of sale, manajemen project, dan seterusnya.

Mudah digunakan dan terintegrasi penuh pada saat yang sama adalah value proposition unik Odoo.

Website made with

Odoo Experience on YouTube

1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.

Live support on Youtube
Watch now