what's up OD doers and welcome back as you know there are multiple ways companies can make their products or services available to customers they could set up an online store and sell their goods on an e-commerce platform they could also open a physical brick and mortar stor phone as well or they could simply have their salespeople do the work nowadays most companies use a combination of all of these proven methods today we're going to show you the basics of the Odo sales app specifically where to find settings and features that make the Odo sales The
Ideal tool for any salesperson now a lot of your Revenue generating activity comes from this app so it's important to know what's what so let's jump into our database and get into it shall we let's kick things off on our sales app dashboard by default OD only shows the quotations related to the current user as indicated by the default filter here in the search bar when you remove that filter all the quotations and orders in the database can be seen along with a series of pertinent information related to each one in this default list view
this data can be viewed in different ways by clicking through these different options here on the right right side of the page from here we can click on the configuration button and then to settings to check out our settings page here you'll find options related to our product catalog pricing quotations and orders and the list goes on and on so if you're looking for a way to customize any element of your sales this is where you do it and if you're searching for a more specific way to configure any of those important aspects you can
find links to those elements in the configuration drop-down menu now when we click on the reporting drop down menu we see ODU provides us with a handful of analytical Pages dedicated to various aspects of our sales all these reporting Pages like the main dashboard provide different view options as well as countless ways to filter in group results to create the ideal analysis report be sure to check out our other tutorials and documentation to learn more about that next if we select products and then products once again you'll find our product page with all the products
that you've entered into your database you can create new ones by clicking new here in the upper leftand corner or modify existing ones on their individual product Page by clicking on their tab here is where you'll find tons of field builds tabs options buttons and metrics that you can freely customize and analyze as you see fit also under the products header menu you'll find links to our product variance price list discount and loyalty and gift cards and ewallet options and don't worry we have tutorials dedicated to all those options as well so stay tuned to
learn more next if we click on two invoice we'll find links to two different pages one with all the orders we still need invoice labeled as orders to invoice and the other with all our upsell orders labeled as orders to upsell lastly we have our orders header menu here here we'll find links to Pages dedicated to quotations orders sales teams and customers and there you have it o doers those are all the fundamental basics of the sales application now you know where to find everything you'll ever need to take your sales to the next level
stay tuned for more tutorials and check out our documentation to learn even more about odu's super useful sales application until then I'll see you soon
