A company may have to manage multiple accounts to run its accounting operations successfully. To streamline the process, companies often start off with a default chart of accounts. A chart of accounts will encompass all the accounts used by the company to perform various accounting functions. A company can start its accounting process with the […]
Odoo has an excellent feature to set an informative or blocking warning on every customer or product. To set these alerts on products, partners or customers we shall go to the settings of Inventory, Sales and Purchase and mark the option of “Warnings”. Sales Inventory Purchase If activated, you can customize a sequence of warnings […]
Effective user management and access control are critical for businesses of all sizes. In Odoo, you have the right to simplify user management and improve data security. In this comprehensive guide, we’ll walk you through setting up user accounts and access control in Odoo 16 so you can manage your organization’s and the system’s security. […]
In Odoo 16, users can be given particular responsibilities like Sales Manager, Inventory Manager, HR Officer, Salesperson, purchase representative, etc. These roles vary depending on the module. Therefore, Odoo 16 may configure what actions users are allowed to execute, such as configuring, creating, modifying, deleting, or viewing records, thanks to role-based access control. Because every […]
Odoo 16 is a comprehensive business management software that offers a range of features, including accounting capabilities. One important aspect of Odoo 16 is access rights. Access rights are permissions that control what actions different users can perform within each module. For example, imagine a small manufacturing company that uses Odoo 16 for its accounting […]
A business profit achieves by controlling the sales margin plays a vital role in success. The total profit gained through each sale is turned into a Sales margin. Several factors depend on a sales margin, including salaries, manufacturing, product cost, etc. The transaction sales of services or products and individual profitability evaluate through a sales […]
The quantity, transportation charges, value, weight, and variety of goods information consist of a Pro-Forma Invoice. It is defined as an approximate invoice before the delivery of commodities to a customer or vendor. In the import and export of items, a Pro-forma invoice is commonly used and acts as a preliminary invoice. The facts about […]
In today’s competitive business environment, effective communication with customers is crucial. One way to enhance customer engagement is by sending product specifications directly to their email. Odoo 17, a powerful open-source business management software, makes this task easy and efficient. Sending product specifications to customers via email in Odoo 17 is a simple and effective […]
Email is a vital tool for corporate communication and is essential to many facets of contemporary business operations. When it comes to communication, email is the main channel used both inside and outside the company. It is the most straightforward and effective way to transmit information. We can communicate with coworkers, clients, and partners via […]
Email is among the best and simplest communication channels offered by Odoo. One of the quickest methods of information exchange between customers is via email. The main advantages of using email communication are: a) It is fast client communication and easy to use. b) Email is free to use. Here, we’ll go through how to […]