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WorksheetsOdoo 1 - CRM + Sales (1)
Total questions: 24
Worksheet time: 15mins
Name
Class
Date
1.
If the product is set as the "Invoice what is delivered" policy then:
a)
You can create an invoice without validating the delivered quantity
b)
You can create an invoice before the product has been delivered
c)
You have to validate the delivered quantity to create an invoice
d)
You can invoice as soon as the sale order is confirmed
2.
Which of the following fields is used by Odoo when detecting duplicate leads?
a)
Email
b)
Contact Name
c)
Opportunity Name
3.
Which statements are TRUE about customer address?
a)
We can add customer address from a quotation
b)
When a customer has more than one invoice address, the default address in the Sales Order is the alphabetically first invoice address found on the Contacts & Addresses tab.
c)
We can add customer address from a contact form
d)
When editing an invoice address on SO form, only contacts with "Invoice Address" type is selected
4.
Which statements are TRUE?
a)
User can update "Expected Revenue" manully for opportunities
b)
It’s impossible to change the status of an opportunity after it is converted into a quote.
c)
We can separate leads and opportunities by activating the "Leads" option in Configuration -> Settings.
d)
There is no need to create a Lost stage
5.
Who will get the emails coming from the email alias?
a)
The team leader
b)
It just creates a new opportunity in the pipeline of the default sales channel.
c)
All team members
6.
When is a user able to create a quote from an opportunity?
a)
After converting the opportunity to Won stage
b)
User only can create the quotation in Sales app
c)
From any stage
d)
User only can create the quotation and link the opportunity to it manually
7.
You want to add a new contact to a company. The company already has an address, and you want to set a different one for its new contact. What do you do?
a)
Starting at the company record, add a new contact with the "Other Address" type specified before entering in the new desired address
b)
Starting at the company record, add a new contact with the "Contact" type specified before entering in the new desired address
c)
Create new contact record (Type is "contact"), with the new desired address filled in before linking it to the parent company record
d)
All of above
8.
A meeting activity type is used to
a)
Automatically schedule the follow-up task
b)
Create a meeting in the user's calendar
c)
Generate a link for an online conference
9.
The probability computed by Odoo is based on
a)
Industry benchmarks
b)
Data collected from all Odoo databases
c)
Data collected from your own database
10.
Which statements are true about optional products?
a)
We can add optional products in our quotation templates
b)
We can add optional products in the quotation under “Optional Products“ tab
c)
If I add optional products in a quotation, it will affect the total amount of the quote
d)
You can only find products for which you have ticked “Can be sold”
11.
We can confirm a quotation after the deadline date (backend site)
a)
YES
b)
NO
c)
YES, but Odoo will raise a warning message
d)
NO, Odoo will raise an error message
12.
Which statements are true about Terms and Conditions
a)
When you insert default terms and conditions, they’ll appear subsequently on every quotation, sales order, and invoice.
b)
We can edit default terms and conditions directly in quotations.
c)
We can set General Terms and Conditions using the Website App.
d)
We can set General Terms and Conditions as an attachment in your email or in your quotation template.
13.
What are FALSE statements?
a)
When we update a product sales price, it is automatically updated in every quotation.
b)
When adding product in Sales Order line, you can only find products for which you have ticked “Can be sold”.
c)
Stock Moves will be generated after validating Delivery Order.
14.
Which of the following statements are correct about Quotation Template?
a)
Each Quotation Template is assigned to a customer
b)
When changing the Quotation Template, all current quotation lines will be replaced
c)
You can set a deadline and pricelist on a Quotation Template
d)
You can add optional products and default terms & conditions on a Quotation Template.
e)
Quotation Template is unique per company.
15.
Which one are TRUE about editing quotation after confirming?
a)
We can add new products in the Order Lines, and the Delivery Orders will be updated accordingly.
b)
We can delete a product in the Order Lines, and the Delivery Orders will be updated accordingly.
c)
We can increase the quantity of products in the Order Lines, and the Delivery Orders will be updated accordingly.
d)
You cannot decrease the ordered quantity below the delivered quantity
16.
How can we restrict who can view specific stages
a)
Cannot
b)
By assigning a Sales Team when you edit the stage
c)
By going to Configuration/Stages, and editing the stage to add a Sales Team
d)
By configuring Stages in when edit Sales Team
17.
Which approach that Odoo use to calculate the win probability
a)
Naive Bayes
b)
SVM
c)
Decision Tree
d)
XGBoost
18.
How can we change the Probability of a lead?
a)
Manually
b)
Automation
c)
All of above
19.
When converting a lead to an opportunity, can I merge two opportunities together?
a)
Yes, Odoo will suggest merging two opportunities from the same email.
b)
Yes, it will be done automatically when the contact is the same.
c)
No, you cannot merge two opportunities together.
d)
Yes, Odoo will suggest merging two opportunities from the same address
20.
What happens to an Opportunity that is marked as "Lost"?
a)
The Opportunity is archived and becomes invisible
b)
The Opportunity is moved to the "Lost" stage at the end of the Kanban view
c)
Its name turns red
d)
The amount is set to 0
21.
What would happen if a sales order has 2 products with different invoice policies?
a)
All products must have the same invoice policy in a SO
b)
After delivery, you cannot invoice for product with "On ordered quantity"
c)
Before delivery, you can invoice for the product with "On ordered quantity"
d)
You cannot deliver if you haven’t invoiced product "On ordered quantity"
22.
What is the following correctly when we create a order from a product having Invoicing Policy is Base on Timehsheet?
a)
With the Create on Order option is "Create on Order" Task, Odoo will create a task in the project Consulting to tracktime to invoice for Sale order
b)
With the Create on Order option is "Create on Order" Project & Task, Odoo will copy the basic info and all task of the project Consulting and create new task in the new copy project to tracktime to invoice for Sale order
c)
With the Create on Order option is "Create on Order" Project, Odoo will copy the project Consulting and create a task in the new copy project to tracktime to invoice for Sale order
23.
What order status can we receive payments online from customers?
a)
Quotation
b)
Quotation Sent
c)
Sales Order
d)
Quotation or Quotation Sent
e)
All of above
24.
Which of the following is not a contact type in Odoo?
a)
Primary Address
b)
Public Address
c)
Other Address
d)
Private Address
e)
Site Address
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