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Odoo 17’s Data Cleaning module offers a handy feature called “Field Cleaning Rules” to improve data consistency and quality within specific fields of your Odoo records. Here’s a breakdown of configuring these rules in under 400 words: Accessing Field Cleaning Rules: Navigate to Data Cleaning: Go to the “Data Cleaning” module within Odoo 17. Configuration […]
Lot management is a powerful tool for keeping track of groups of products with shared characteristics. Here’s how you can use lots to manage your inventory: 1. Define your Lots: A lot, or batch, refers to a group of products produced together under similar conditions. This commonality could be based on: Production date Manufacturing line […]
Odoo can automatically generate expenses from emails to streamline the expense reporting process. This feature is particularly useful for: Employees without access to the Expense module: If an employee doesn’t have permission to use the Odoo Expense app directly, they can submit expenses by forwarding receipts or expense details via email. Improved Efficiency: Even for […]
In Odoo, both lots and serial numbers are used for tracking inventory, but they differ in the level of detail: Lots: Identify a group of identical products. Imagine a batch of shirts or a box of nails. The same lot number applies to all the items within that group. This is useful for managing stock […]
In Odoo, both cycle counts and inventory adjustments are crucial for maintaining accurate inventory records. Here’s a breakdown of each concept and how they work together: Inventory Adjustments: Used to manually update the on-hand quantity of a product in the system. Reasons for adjustments could be: Stock breakage Spoilage Loss during theft Finding unexpected inventory […]
Odoo 17 empowers you to set up sales credit limits, helping you manage customer payment risks and maintain control over outstanding balances. 00:00 Intro 00:13 Enable sales limit 00:55 Create quotation 2:23 set limit for customer Activating the Feature: Access Accounting Settings: Navigate to the Accounting module and click on “Configuration” followed by “Settings.” Enable […]
In this video, learn how to create and customize Service Level Agreements with Odoo Helpdesk. 00:00 – Intro 00:35 – Activate SLA feature 01:45 – Create a new SLA Policy 03:04 – SLAs in action 04:28 – Outro **Check out more Odoo tutorials** – Helpdesk playlist **App documentation** – Helpdesk: [Getting Started] – Helpdesk: [Receiving Tickets] […]
In this video, learn how to use Dynamic Caller ID with Odoo VoIP. 0:00 Introduction 1:07 Axivox Dashboard 1:16 Default outgoing number 1:50 User-level outgoing number 2:45 Add a user options 3:09 Settings (Advanced Options) 4:22 Conclusion Other lessons related to this video: Introduction to Dial Plans: Advanced Dial Plans: Conference Calls: Make, Receive, Transfer, […]
Odoo allows you to reserve packages along with products during sales orders. This ensures you have enough packaging materials to fulfill the order. Here’s a breakdown of package reservations in Odoo: Configuration (Odoo v15 and above): Enable Packaging: In the Inventory module settings, activate the “Packaging” feature. Set Up Products: In the product category, you’ll […]
XLSX reports are essential for structured data analysis, customizable presentation, and compatibility across platforms, facilitating efficient decision-making and communication within organizations. In this tutorial, we’ll explore how to create XLSX reports in Odoo 17, enabling users to export data from their Odoo system into Excel-compatible files for enhanced analysis or sharing purposes. #Odoo17 #XLSReports #OdooDevelopment […]