Product-Level Disclaimers in Odoo
Steersman’s new "Product-Level Disclaimers" feature gives you precise control over when legal or regulatory language appears on customer-facing documents — only showing it when relevant products are on a quote, order, or invoice.
Lock Prices on SO and PO Product Lines in Odoo
Allow users to stop price resetting on order lines when updating product quantities.
Initiate credit card refunds from a credit note in Odoo
Steersman adds a “Refund Card” button onto the customer “credit note” view. This button allows users to select from a list of “payments” with linked “transactions” that are related to the specific sales order invoice and link them to the note.
ERP and CPQ with dynamic bills of materials for make-to-order manufacturers
A suite of business applications for manufacturers of semi-custom products - easily manage thousands of product BOMs and prices
Gaining Business Insights from Won and Lost Sales
Strategic data analytics give you an enormous market advantage. Here are some factors to consider when thinking of analyzing your sales data.
Price management system features
Steersman provides a built-in price management engine to help consolidate catalog information and extract pricing strategy performance business insights.
Common Problems with Price Management Software
When selecting software to manage your company's sale prices, make sure to understand the system's scheduling, UI, analytics, and flexibility factors.
Pricing Strategies and Caveats for Online and Offline Sales
When considering pricing structures for your business, one option does not fit all. Pricing is a complex subject and pricing methods can be subjective.