Practical Examples
Welcome to real-world examples of how to use SmartAssist for Odoo in your daily business operations. These examples show complete workflows that solve common business challenges.
📋 Quick Reference
🎯 Featured Workflows
🚀 Complete Sales Process
From initial contact to closed deal
Learn how to manage an entire sales cycle using AI commands. This workflow covers lead capture, opportunity creation, quotation generation, and deal closure.
What you'll learn:
- Capture leads from website inquiries
- Convert qualified leads to opportunities
- Create and send professional quotations
- Track activities and follow-ups
- Close deals and generate reports
👋 Customer Onboarding
Set up new customers efficiently
Master the art of adding new customers to your system with all the necessary information and initial setup for a successful business relationship.
What you'll learn:
- Create comprehensive customer profiles
- Set up contact hierarchies for organizations
- Configure customer-specific settings
- Establish initial communication
- Plan onboarding activities
📦 Inventory Management
Keep your stock optimized
Discover how to maintain perfect inventory levels, track product performance, and ensure you never run out of critical items.
What you'll learn:
- Monitor stock levels across warehouses
- Identify low-stock situations
- Update product information and pricing
- Analyze inventory performance
- Optimize product catalog
🏢 Multi-Company Setup
Manage multiple business entities
Set up and manage multiple companies within your Odoo system, perfect for holding companies, subsidiaries, or multi-location operations.
What you'll learn:
- Create company hierarchies
- Configure inter-company settings
- Manage users across companies
- Set up currencies and localization
- Handle multi-company reporting
📅 Common Daily Tasks
Morning CRM Review
Start your day with a complete pipeline overview
Morning Routine Commands:
1. "Show me activities due today"
2. "List opportunities in negotiation stage"
3. "Show sales statistics for this month"
4. "Display overdue activities"Product Management
Keep your catalog current and competitive
Weekly Product Review:
1. "Show products with low stock levels"
2. "List products created this week"
3. "Display top-selling products this month"
4. "Show products needing price updates"User Administration
Maintain team access and permissions
Monthly User Review:
1. "List new users created this month"
2. "Show inactive users"
3. "Display users by company"
4. "Check user access permissions"Reports & Analytics
Get insights from your business data
Weekly Analytics:
1. "Generate sales report for last 30 days"
2. "Show CRM conversion statistics"
3. "Display inventory turnover rates"
4. "List top customers by revenue"🎨 Use Case Categories
📈 Sales & Marketing
Lead Generation & Qualification
- Capture website inquiries
- Qualify inbound leads
- Score lead potential
- Route to sales team
Opportunity Management
- Track deal progression
- Manage sales pipeline
- Forecast revenue
- Analyze win/loss rates
👥 Customer Relationship
Customer Onboarding
- Welcome new customers
- Set up accounts
- Configure preferences
- Plan implementation
Account Management
- Monitor customer health
- Identify expansion opportunities
- Manage renewals
- Handle support issues
📦 Operations & Inventory
Inventory Optimization
- Monitor stock levels
- Predict demand
- Manage reorders
- Optimize warehouse space
Product Lifecycle
- Launch new products
- Update specifications
- Manage pricing
- Discontinue old items
🏢 Administration
User Management
- Onboard new employees
- Manage permissions
- Monitor activity
- Offboard departing staff
System Configuration
- Set up new locations
- Configure currencies
- Install modules
- Manage languages
🎯 Getting Started with Examples
1. Choose Your Scenario
Pick an example that matches your immediate business need:
- New to CRM? Start with Daily CRM Tasks
- Setting up sales? Try Complete Sales Process
- Managing inventory? Begin with Inventory Management
- Multi-location business? Explore Multi-Company Setup
2. Follow Step-by-Step
Each example includes:
- ✅ Clear objectives - What you'll accomplish
- 📝 Step-by-step commands - Exact phrases to use
- 💡 Pro tips - Best practices and shortcuts
- 🔗 Related tools - Additional capabilities to explore
3. Adapt to Your Business
- Modify company names and details
- Adjust revenue amounts and probabilities
- Customize fields and categories
- Scale examples up or down
💡 Pro Tips for Success
✅ Best Practices
- Start simple - Master basic commands before complex workflows
- Be specific - Use exact company names and details from your business
- Test safely - Try examples with test data first
- Document results - Keep track of what works for your specific use case
🚀 Efficiency Tips
- Chain commands - Complete related tasks in sequence
- Use templates - Save successful command patterns
- Batch operations - Group similar tasks together
- Regular reviews - Schedule periodic data maintenance
🔍 Troubleshooting
- Commands not working? Check your exact wording and try variations
- Missing data? Verify required information exists in your system
- Unexpected results? Start with simpler versions of the command
- Need help? Each tool page has detailed troubleshooting sections
Ready to Start?
Choose your first example and begin transforming how you work with Odoo:
🚀 Sales Process
Complete lead-to-cash workflow
📅 Daily CRM
Essential daily activities
👋 Onboarding
Set up new customers
📦 Inventory
Optimize stock levels
These examples use real business scenarios with sample data. Adapt the company names, amounts, and details to match your specific business needs.