Business Flow: Furniture Store | Odoo Getting Started

hello doers for this business flow we'll discover how cozy home manages its furniture store they sell upscale furniture and home accessories from sofas and coffee tables for the living room to beds and nightstands for the bedroom they have a showroom in san francisco but don't keep much in stock most of their products are only purchased from their suppliers when the items are sold let's not get ahead of ourselves before selling anything marketing comes into play the role of the marketing department is to generate leads for the sales team there are different ways of doing that

so let's start with the main one by building a website for cozy home so i'm going to jump to odoo go directly to the website application and then the front end of the website by clicking on go to website all right so the first thing i'm going to do is actually switch my theme so i'm going to click on the edit button now i chose a theme when i uh first created my database but i want a different theme so i'm going to click on options now and then i will scroll to the very bottom

and click on switch theme okay so then we'll have a lot of theme options to choose from all right we have a lot of beautiful options and we can even have a live preview of the theme but i'm going to use loft space i'm going to click on use the scene now having a modern website is a must to attract customers nowadays and as you're going to see designing one will only take a few minutes with the website app all right so my theme has been applied and i'm now redirected to the website application so

let's start building cozy homes website with a simple drag and drop of a few of these building blocks all right so since i switched themes it's going to direct me right away to the edit mode and then i'll have a lot of options to choose from for my structure so i'm first going to drag and drop a cover all right now i'm going to add my building blocks before i change the content because i want to get an idea of what the structure will look like first all right and then let's add some columns below

that alright and we have a lot of options i think below that we're also going to choose some quotes all right cool so now that i have added some of these building blocks let's go ahead and change the content so i'm going to start again with the cover so let's change this what do i want to say that's the question i will say um awaken your inner home designer okay great um and then i'm also going to edit my subtitle as well so let's say um we hand pick furniture from leading um designer brands and

i'm also going to change this button and i'm going to say discover our brands all right i can even link this button to another page that i'll create later on so that when my visitors click on that button they'll be redirected to the page where they can discover our brands but i won't do that for now all right so let's look at our style options on the right so i'm going to click on background here and i'm going to see some color combinations that i can choose from now of course the background is an image

so the color of the image is not going to change but i want to see some color combinations for the text that i have on this cover right so all i have to do is hover over the different combinations and then i will see what they look like so i don't have to manually apply the combination in order to check it out i simply have to hover which is really nice and then i can get an idea of what i like best so i think i like this one so i'm just going to select it

and just like that it's been applied and of course i do have some custom options as well but i like the combinations that are already laid out for me okay and then you can change some other things here as well but let's move on to our next building block all right so i'm going to go ahead and start changing the pictures that we're going to see here so to add a picture either to add a picture i already uploaded or another item i can just simply double click all right and then i can go ahead

and select an image that i uploaded or there's also a database of royalty-free images that can be used as well so you just have to search for specific keywords so let's say furniture for example and search and then it's going to load many photo options that i see here so i can choose through a bunch of different images that look really great and if i just want to see the images that i've uploaded i just have to remove the search and then i'll go back to my images so i'm going to start applying these actually

we've added one again we're going to double click add another and my last image as well i'm very proud of my images or very proud of cozy homes images all right so that looks good and then i'll add the rest of the content later alright so then we have our quotes and here we will add quotes from customers but as they don't currently have any customers i'm actually going to remove this and it's very easy i just need to select and then i'll click on the trash bin icon on the right all right but i

will replace that block with another one so in fact i'm going to replace it with a text block and this is where they will later add short story about their history and values which is actually kind of important so let's move that above our column so i'm simply going to click on this little arrow now you'll notice if it's at the top or the bottom you will of course only see the arrow in one direction but as it's between two other blocks here i have both up and down arrows all right so that's really easy

i can also change the size just like that alright so that looks really good again i'm going to add more content later but what's important to do now is to click on save now cozy home will start to get visitors and they don't just want people um visiting the home page but they also want uh to turn these visitors into leads or opportunities for the sales team so to do that we're going to create a basic call to action page so i'm going to click on new right here and before i do that i do

just want to point out how fast it was to create that homepage and i don't have any designing skills so it's so easy and convenient all right so let's create a new page i'm going to click on plus and i'm going to add a page and let's call this free shipping all right i can say if i would like it to appear on the menu or not and i would so i'm going to click on continue all right so it's going to redirect me to that new page right away and we're going to add some

blocks again so the first block we're going to add is going to be a title and here i will say um register and get free shipping on your first order all right and then we have some options again some style options and i actually want to change the height and once again i just have to hover to see what my options are here i don't have to click i just have to hover which is really cool and i'm going to go with auto alright nice and then i'm going to jump back to my blocks alright

and now what i'm gonna do is actually add and tailor a form that visitors will need to fill out in order to benefit from this promotion so i'm gonna scroll down and i'm going to drag and drop the form block all right cool it's added just like that so let's go ahead and select and start changing some things so the first thing that i want to change is actually the action that will happen when the visitor presses the submit button so cozy home wants to have the form feed all the information to the crm application

and create an opportunity now that's way more efficient than receiving the information by email i'm manually entering everything because right now we have the action set as send an email so i'm going to change this and put create an opportunity all right so now that i've done that i'm going to modify the form a little bit so i'm going to um select some fields and i'm actually going to um change the size of some of these fields all right so let's go ahead and do that i'm going to do the same with the phone number

so i want these guys to be next to each other and i'm going to do the same with these fields right here as well and the company all right so that looks much better already now we're going to see is that some of these fields are mandatory because some of them have asterisks like your company so what i want to do is actually make sure that that's not required so i'm going to come down here in my field options and i'm going to uncheck required all right so this looks good for now something i forgot

to do when i was changing the action of the form which is also very important at least for cozy homes is to specify a sales team and a sales person so while i'm over here i'm just going to go to the top and click on america for the sales team and amy caroline for the salesperson because she's the person that handles off all the opportunities that are created from this form all right so now that i've done that again it's all in the details we don't want to miss anything i'm going to go back to

my fields all right i'm going to edit the text i'm going to edit the label name here all right so instead of subject that's a little bit boring i'm going to say um what are you interested in or what are you looking for all right and then of course you can see what that looks like on the left which is really nice and i'm also going to change the question as well so i don't want this to be a text field at all in fact i want them to choose and be able to select different

tags and so i'm going to scroll down so i'm changing the type of the field and i'm going to click on tags all right and i see i have a typo one of my tags which i can change later in the crm application all right so this form looks pretty good for now so let's save this and we're going to fill in the form to create a business opportunity directly in cozy homes crm so let's first add a name i'll say jackson we're going to add a phone number email all right again um i made

your company feel not mandatory it's not required so we're going to skip over that and what am i looking for what is jackson looking for let's say a new bedroom and then he's going to go ahead and select some of the options that are related to that so let's put mattress wardrobe beds um we can even put let's say drawers decorations and then we're going to click on submit all right and just like that the information is going to go to the crm application so this is the role of the marketing department they generate leads

or business opportunities for the sales people and then the sales team will take over and try to convert them into real sales so now let's go back to odoo and open the crm application all right and we see a lovely thank you page or we're going to jump to crm okay and then under the new section right here we're going to see the opportunity that we just generated from that form all right so i have a new bedroom and from here the sales team is actually going to try to qualify this opportunity so they will

either call them or email the person for example and once it's qualified we can actually move the stage and we can do so simply by dragging and dropping just like that all right but let's put it back for now since we haven't qualified just yet um and then after the person is qualified we're going to make an offer so we can move it to the proposition stage and once that offer is accepted we can then move the opportunity to one but let's start from the beginning so i'm going to click on this opportunity that was

generated and i'm going to click on edit so the first thing i'm going to do is actually change the expected revenue to three thousand dollars so that is the average price of the bedrooms that cozy home sells all right so let's save that for now and something that's really cool on this opportunity is that we can actually um check the pages that are that were viewed by the customer by clicking on the smart button right here so that's really nice because we can even see um what items they're interested in or what items they've been

looking at which is really cool so we can find out a lot about this person that way all right so what we really want to do though is send a message to the person so we're going to send them an email which we can do directly from here to see if they want to have a phone call with a salesperson so i'm going to click on send a message and i'm going to be sure we're sending this to jackson all right and i'll say um are you available tomorrow at 10 all right i won't be

as casual as saying a veil if it's for a real lead but i'll say it like that for now and then we can go ahead and send this directly from this page to the customer and that email is going to be logged here and if they reply to that email that will also be logged through the catch-all so we'll be able to keep track or keep record of the conversation that we're having that way all right so now if the potential customer or jackson in this case agrees we can schedule a meeting um directly from

here as well so i'm going to go back to these smart buttons and i'm going to click on meeting and to create a meeting for tomorrow at 10 i can simply click on the slot and then i'm going to change the summary so i'm going to say phone call with jackson and i can leave it like that for now and come back and edit it later i don't have to edit it at all um and if i would like to edit it of course let's say i want to edit it later i just have to

click i have all the information and then i can go to edit and i can add a location tags reminders anything that i might need and this is also synchronize or the calendar here also synchronizes with both google and outlook calendars which is very convenient all right so let's go back all right something i didn't mention yet is that all of those tags that we selected from the form that we filled out on the website they're all added here as well so that's really great for the salesperson to see specifically which items that person is

interested in so we have a little bit of an idea of who they are what they want before we even interact with them the first time which is really cool all right so now after talking to jackson and seeing that he is very interested we're going to send him a quote after the meeting so we can also do that right here from the crm application so i'm going to click on new quotation all right so this is going to create of course a new quote the customer is going to be jackson all of his information

is automatically populated since i am creating this from the opportunity and then we can go ahead and add some products so let's add a bed frame all right we're going to add a mattress a nightstand of course and lastly a wardrobe the full set here all right great and we can also directly view the availability of each product so we see that icon here so we can directly view the availability by looking at the availability icon and of course i can click on the icon to have more information so i have my forecasted stock and

the stock that i have available and i can even click on view forecast to have more details and i will also see if i don't have any on hand so right here i don't have any forecasted and i have none available all right so we don't have any nightstands and we don't have any wardrobes in the inventory as the icons are red all right so we're going to notice that right away um but we're going to um take care of that in a little bit it's not an issue for them and we're going to see

why but first let's finish this process so i'm going to save this quotation all right and then i'm going to send it by email so i'm going to click on send by email and i'm going to have a nice email template that pops up which i can modify right away if i would like to or i can just send as is which is what i'm going to do now you should note that there are different ways for the customers to confirm the quotation so they can either pay for the quotation online which will confirm it

turning it into a sales order they can validate the quotation with an online signature or by email but here let's say that jackson called us and just say hey let's do it so we're going to just go ahead and confirm it for him by clicking on the confirm button and just like that we have a confirmed sales order now with the creation of a sales order the sales team jobs uh job ends as cozy home doesn't have everything in stock now it's the purchase department who needs to take over they'll create the necessary purchase orders

to replenish their supply because we did have a couple items that we don't have on hand so from the inventory app they can access the replenishment features let's jump to inventory then we're going to go to operations replenishment all right so now i have all of the items that i need to replenish including the nightstand and the wardrobe that we saw on the sales order that i just created now this is really convenient i'm here from the inventory application they can either click on order once all right if they don't want to keep some items

on hand or they can automate orders so the second option enables them to make sure they always have a minimum and a maximum quantity of product in their inventory now as they don't want to keep the wardrobes in stock i'm going to go ahead and just click on order once and i'm going to see that the purchase order was created here so i'll have that reference i can even click there to go do it right away but i'm not going to do that for now but for the nice sans they want to always have some

ready as these do so like hotcakes everybody wants a nightstand so i'm going to go ahead and set the minimum and maximum quantity so the minimum will be 10 and the max quantity will be 30 and then i can simply click on automate orders all right and again i'm going to see the purchase order um that this item is a part of all right so this means that od will generate a request for quotation whenever the nightstand inventory goes below 10 and we'll order enough to have 30 in stock now the purchase department has to

validate the request for quotation so let's jump to the purchase application all right and we have that purchase order so i'm going to go ahead and select this and it has both of the items that i just ordered as they have the same vendor um and it is a request for quotation rather than a confirmed purchase order now to um automate the orders you will need a vendor set on the product but we'll talk about the configuration a little bit later after the flow alright so here i have my purchase order everything looks good i'm

ready to confirm this but actually first i want to send the confirmation request to the vendor before i actually confirmed this now i do see that they always deliver on time they have a 100 on time delivery rate which is great however we can never be too sure as jackson is a first time customer i want to be sure that he doesn't end up disappointed so i'm going to click on edit and when this option is checked i will ask for confirmation five days before the delivery and save all right and then we can go

ahead and confirm the order all right so we've confirmed the order now it's time for the inventor an inventory department to take over the department manages the reception of the products and they have a list of products both that need to be received and those that need to be delivered to the customers as well so we're going to jump back to odoo all right we're going to go to inventory now the inventory team can manage the stock either through the barcode app but right now as you can see we're going to go to inventory and

manage things this way so let's first check out the receipt so i'm going to click on the four that are to process all right so we have um different items that are ready to be received from different vendors but we also see that we have um some products ready to be received from wood corner all right so i'm going to go ahead and select that and let's say that the products have been delivered so i'm going to go ahead and validate this and that is going to make the demand quantity the done quantity if i

don't manually edit the done quantity so i'm just going to say everything we order we'd received so let's go ahead and click on apply okay and that transfer is done so we have received those items and since we have received the items the related delivery order will also be updated so let's go back to our inventory overview and now i'm going to go to my delivery orders to process all right and let's go to this one right here for our customer jackson all right so now we have the demand and we see that all items

have been reserved if we didn't have those in stock again we would see this icon in red so now we're good to go we're ready to deliver these items to jackson so let's validate this as well and once again it is going to apply the reserved quantities as done quantities so let's click on apply all right so that delivery is done now it's time for the accounting department to shine they first have to confirm the vendor bill and pay it so we're going to go back to the purchase application actually and we're going to go

to the purchase order all right and since those items have been received we can directly create the vendor bill from here all right so let's go ahead and click on create bill now they don't have to fill in anything manually which is really nice they simply have to check that the amount matches between the two documents so what we see here and what we actually received from the vendor if the amount matches and everything's good to go then we can confirm this vendor bill so let's go ahead and click on confirm and the next step

of course is to pay the vendor and here we can easily register the payment there are various ways to do that if we click on the register payment button we can do that with wire transfer or checks um but here i'm just going to select manual we're going to click on create payment it's going to have the total amount already populated there by default so let's click on create payment all right and the bill is paid and ready to go so now the only thing left to do is to invoice the customer all right so

from for that we're actually going to jump back to the sales application all right we're going to go to our sales order for jackson all right we see that all of the items have been delivered and we're going to see these lines now in blue because since they've been delivered delivered they're ready to be invoiced and we can invoice the um customer quickly and easily right here by clicking on the create invoice button however to speed up their process they usually like to create all of the invoices that need to be done through the sales

application at once so what we're actually going to do is click on to invoice and go to orders to invoice all right so we're going to see that there are several orders that need to be invoiced so we're going to select all of them go to action and click on create invoices all right so i'm going to create and view the invoices okay so let's select the one that we have for jackson right so i can confirm this or the accountant can confirm this and then we can send it to jackson so we can um

send this we can print it and mail it to him or we can even um send it by post through odoo by clicking this option this is usually what cozy home does as using both methods usually increases their chances of getting paid on time but in this case i'm just going to send by email so let's click on send all right so we're going to send we can register the payment as well um and there are various ways for jackson to pay and we can click on create payment all right and once this has been

paid now it's done the accounting department can view all of the transactions which can be synchronized automatically into the accounting applications let's jump to accounting and we can synchronize our bank's transactions by adding a bank by clicking on add a bank right here all right choosing your bank adding your credentials if you have closed this um little window you can go to configuration and you can click on add a bank account there as well all right you can also import your bank statements those transactions and then ultimately the accounting team will reconcile the items so

we can see the journal here we see reconcile items which i can click on all right and whenever the customer pays the invoice we have those transactions and it'll do the matching will be done automatically in the accounting app as we see right here and the sales order will be closed once those are reconciled so it's as easy as that now you've seen the whole flow so let's see how to configure the database in order to repeat this flow all right everything is managed through the product configuration and gives us the possibility to automate tasks

such as replenishment so we're going to go back to our dashboard here and i'm going to go to one of my products now i'm going to my list of products through the sales application but i can also go to the products through inventory website and so on so let's go ahead and check out one of our kh cozy home products and let's check our wardrobe for example okay i'm going to click on edit so that we see all of the options so here we have selected storable as the product type so we have the product

type as a storable product meaning that cozy home receives and delivers this item as opposed to a service product for example where we would invoice based on timesheets and log time that way all right then we're going to go to the purchase tab all right we have a vendor set as i mentioned earlier you do need to have that vendor set in order to automate your replenishment and on the control policy we have the vendor bills um on received quantities all right and this means that they are billed based on the quantities they actually receive

from the um from the vendor and not those that were just ordered we're gonna go to the sales tab and similarly we have um the invoicing policy set to delivered quantities meaning the system will only um offer the possibility to invoice the customers once the items have actually been delivered and that's pretty much it for the configuration so it's pretty simple isn't it to go through that whole flow there's um very few things to set up and it's all integrated and super convenient so thank you for watching this flow and if you're interested in learning

more about the specific applications be sure you check out our elearning videos thanks guys