Members Module in Odoo 17 | How to Use Odoo 17 Members Module | Odoo 17 Functional Videos
4Some businesses, along with additional organizations, offer memberships to their clients to assist them and maintain a long-lasting relationship.
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Customers who wish to take advantage of exclusive deals along with additional advantages can become members of an entrepreneurial venture.
In every company, caring for staff members is an exhausting endeavour. The investors or organisers find it challenging to keep track of members and oversee offers and schemes on their behalf. Without ERP support, managing documents and membership payments also becomes difficult.
If the company handles membership details on an ERP platform, all these challenges will be handled with ease. Applications that support member executive management can be useful to a variety of different companies and organisations. The open-source Odoo programme makes it simple for businesses to manage memberships and customise membership applications.
It is also beneficial to tailor membership to meet various needs.
Odoo ERP offers a lot of benefits. It makes it easier for the user to set up membership products and create members. Additionally, it facilitates the administration of both free and paid memberships. When a client has a paid membership, Odoo assists the person using it in creating membership invoices and processing payments.
We can examine how to utilise the members module in this blog.
Utilizing the members' facility, the user logs in to access the dashboard to add or remove members. Those who choose to sign up to become official members of the organisation are known as members.
The member dashboard additionally allows you to handle the members who have been previously created. In addition, it's simple for the user to add new members here.
Enter your membership information and click the Create button.
We can briefly examine the process of creating membership products before delving into the specifics of creating members. For this, use the configuration support. To access membership products, simply select them from the Configuration Menu.
It is required that every entry on the form be completed. Information such as the product name, company name, product category, and internal reference must be provided here. The user can select which information fields in the registration process are required and optional. Membership duration and membership fee are required fields. The revenue taken into account additionally gets included.
The remaining spaces on the form are for a description and a sale description. Finish configuring the membership product and store it. can return to creating new members can complete the easy process by going to Members - Members - Create.
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