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SOLUTIONS THAT AMPLIFY YOUR BUSINESS.
AND ADDS VALUE.
Odoo v10:Helpdesk Module
Presented by: Odoo Team
● Introduction to Odoo
● Odoo v10
● Odoo v10 Helpdesk Module
● How Helpdesk is different from
previous versions?
● Basic Features of Odoo
HelpDesk
Ticket Management
Multiple Channels
Email Integration
Canned Responses
● Why Odoo?
IN THIS VIDEO
Introduction to Odoo ?
© Bista Solutions Inc. 2016. All rights
reserved.
Odoo formerly known
as Openerp is a suite
of enterprise
management
applications which
includes
billing,accounting,man
ufacturing,purchasing,
warehouse and project
management.
4
Odoo V10 With It’s Features
© Bista Solutions Inc. 2016. All rights
reserved.
6
Odoo V10
Just a couple of months ago odoo has launched its new version 10 with
all its new features.Odoo 10 is a software where you can find “All
Applications Under One Roof”
Odoo V10 Features:
Odoo v10 is now there with all its new features in manufacturing and
materials requirement.Odoo studio that helps you to code the software on
the go with customization as require.Odoo v10 can be easily installed on
your existing server or pc with ubuntu,windows or Mac operating
system.Other features which are integrated in manufacturing module are
quality,maintainence,barcode interface etc.
Odoo Helpdesk Module
© Bista Solutions Inc. 2016. All rights
reserved.
8
This module is basically for providing customers support and address the typical
issues and queries they have.The Module generates tickets by emails, websites
and form or any third party application which are assigned manually or randomly
between the teams members .
How Odoo 10 helpdesk is
different from previous
versions?
© Bista Solutions Inc. 2016. All rights
reserved.
Odoo helpdesk module was in the form of Project Management in its
previous versions.It is different in following ways:
The basic functionalities which were missing in the Project
Management Module are:-
1.Issuing a unique ticket no to customer automatically
2.Being able to reply to incoming emails to communicate with
customer
3.Seeing all the customer’s incoming helpdesk requests in context
against customer object.
8
10
1.Ticket Management/Assignation
2.Multiple channels
3.Email Integration
4.Canned Responses
Basic Features of Helpdesk
Module
© Bista Solutions Inc. 2016. All rights
reserved.
12
Ticket
Management/Assigning
1.Assigne tickets to the teams
in three ways
Random,Manual,Balanced
1.Set priorities to the Tickets.
2.Set SLA policies for high
priority tickets.
3.Last but not the least Odoo 10
Help Desk also automates
Customer satisfaction survey
after tickets are solved.
© Bista Solutions Inc. 2016. All rights
reserved.
Multiple Channels
This means that
customers can create
tickets by
emails,website or we
can connect third party
application as well
which means that we
can integrate odoo help
desk with the company’s
website.
13
© Bista Solutions Inc. 2016. All rights
reserved.
14
Email Integration
Email conversations are
tracked for every ticket so
that users can reply
directly via mail without
logging into
website.Emails are
automatically sent when a
ticket category is changed
or closed by staff
Tickets through email:
Send an email to your configured email account followed by
clicking on Fetch now button.
A Ticket will be created with the same name as incoming
email subject
Help desk➡All Tickets➡ Tickets
You can also reply to this email by clicking on ‘New Message’ button which is at
the end of the form.
Tickets through Website:
Through website we can generate tickets in a very simple way
Go to Odoo website➡Help➡Submit an issue
© Bista Solutions Inc. 2016. All rights
reserved.
Canned Responses:
Canned responses enable quick resplies to customers using
predefined answers for e.g.”Hello!How may i help you??” and
“Thanks for your feedback,Goodbye!”
19
Why Odoo ?
© Bista Solutions Inc. 2016. All rights
reserved.
Odoo openerp is a
comprehensive suite of
business applications
including
sales,manufacturing,projec
t management,warehouse
management etc.With
more than a thousand
installations per day
odoo/openerp is one of the
most used open source
solution in the world.
21
Thank you.
USA Headquarters
3423 Piedmont Rd NE Suite 535
Atlanta , GA, 30305, USA.
✆ 858 401 2332
✆ 408 649 5362
sales@bistasolutions.com
www.bistasolutions.com
UAE
Office No.1206, Indigo Icon Tower
Jumeirah Lake Towers, Dubai,
United Arab Emirates.
✆ +971 45515182
uae@bistasolutions.com
India
208-210,Eco Star,
Vishweshwar Nagar, Off Aarey
Road, Goregaon East, Mumbai
400063, INDIA.
✆ +91 022 66219933
✆ +91 022 66219900
uae@bistasolutions.com

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Odoo 10 Helpdesk Module

  • 1. SOLUTIONS THAT AMPLIFY YOUR BUSINESS. AND ADDS VALUE. Odoo v10:Helpdesk Module Presented by: Odoo Team
  • 2. ● Introduction to Odoo ● Odoo v10 ● Odoo v10 Helpdesk Module ● How Helpdesk is different from previous versions? ● Basic Features of Odoo HelpDesk Ticket Management Multiple Channels Email Integration Canned Responses ● Why Odoo? IN THIS VIDEO
  • 4. © Bista Solutions Inc. 2016. All rights reserved. Odoo formerly known as Openerp is a suite of enterprise management applications which includes billing,accounting,man ufacturing,purchasing, warehouse and project management. 4
  • 5. Odoo V10 With It’s Features
  • 6. © Bista Solutions Inc. 2016. All rights reserved. 6 Odoo V10 Just a couple of months ago odoo has launched its new version 10 with all its new features.Odoo 10 is a software where you can find “All Applications Under One Roof” Odoo V10 Features: Odoo v10 is now there with all its new features in manufacturing and materials requirement.Odoo studio that helps you to code the software on the go with customization as require.Odoo v10 can be easily installed on your existing server or pc with ubuntu,windows or Mac operating system.Other features which are integrated in manufacturing module are quality,maintainence,barcode interface etc.
  • 8. © Bista Solutions Inc. 2016. All rights reserved. 8 This module is basically for providing customers support and address the typical issues and queries they have.The Module generates tickets by emails, websites and form or any third party application which are assigned manually or randomly between the teams members .
  • 9. How Odoo 10 helpdesk is different from previous versions?
  • 10. © Bista Solutions Inc. 2016. All rights reserved. Odoo helpdesk module was in the form of Project Management in its previous versions.It is different in following ways: The basic functionalities which were missing in the Project Management Module are:- 1.Issuing a unique ticket no to customer automatically 2.Being able to reply to incoming emails to communicate with customer 3.Seeing all the customer’s incoming helpdesk requests in context against customer object. 8 10
  • 11. 1.Ticket Management/Assignation 2.Multiple channels 3.Email Integration 4.Canned Responses Basic Features of Helpdesk Module
  • 12. © Bista Solutions Inc. 2016. All rights reserved. 12 Ticket Management/Assigning 1.Assigne tickets to the teams in three ways Random,Manual,Balanced 1.Set priorities to the Tickets. 2.Set SLA policies for high priority tickets. 3.Last but not the least Odoo 10 Help Desk also automates Customer satisfaction survey after tickets are solved.
  • 13. © Bista Solutions Inc. 2016. All rights reserved. Multiple Channels This means that customers can create tickets by emails,website or we can connect third party application as well which means that we can integrate odoo help desk with the company’s website. 13
  • 14. © Bista Solutions Inc. 2016. All rights reserved. 14 Email Integration Email conversations are tracked for every ticket so that users can reply directly via mail without logging into website.Emails are automatically sent when a ticket category is changed or closed by staff
  • 15. Tickets through email: Send an email to your configured email account followed by clicking on Fetch now button.
  • 16. A Ticket will be created with the same name as incoming email subject Help desk➡All Tickets➡ Tickets
  • 17. You can also reply to this email by clicking on ‘New Message’ button which is at the end of the form.
  • 18. Tickets through Website: Through website we can generate tickets in a very simple way Go to Odoo website➡Help➡Submit an issue
  • 19. © Bista Solutions Inc. 2016. All rights reserved. Canned Responses: Canned responses enable quick resplies to customers using predefined answers for e.g.”Hello!How may i help you??” and “Thanks for your feedback,Goodbye!” 19
  • 21. © Bista Solutions Inc. 2016. All rights reserved. Odoo openerp is a comprehensive suite of business applications including sales,manufacturing,projec t management,warehouse management etc.With more than a thousand installations per day odoo/openerp is one of the most used open source solution in the world. 21
  • 22. Thank you. USA Headquarters 3423 Piedmont Rd NE Suite 535 Atlanta , GA, 30305, USA. ✆ 858 401 2332 ✆ 408 649 5362 sales@bistasolutions.com www.bistasolutions.com UAE Office No.1206, Indigo Icon Tower Jumeirah Lake Towers, Dubai, United Arab Emirates. ✆ +971 45515182 uae@bistasolutions.com India 208-210,Eco Star, Vishweshwar Nagar, Off Aarey Road, Goregaon East, Mumbai 400063, INDIA. ✆ +91 022 66219933 ✆ +91 022 66219900 uae@bistasolutions.com