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In this video, learn the basics of Access Rights, Record Rules, and User Groups. Intro – 00:00 User Groups – 00:48 Access Rights – 01:52 Record Rules and Visibility – 02:23 Solving Common Issues – 03:04 Outro – 04:35 **Check out more Odoo tutorials** – Group Access rights: – Studio tutorials: – Multi company basics: […]
In this video, learn how to setup access rights for members of your accounting team. Intro – 00:00 Create Accountant Profile – 01:23 Create Billing Clerk Profile – 04:10 Workflow #1 – 05:55 Workflow #2 – 07:10 **Check out more Odoo tutorials** – Group Access rights: – Accounting tutorials: – Multi company and branch management: […]
In today’s video, we’re exploring how to manage portal user addresses in Odoo 18.2—a powerful new update that allows portal users to control their delivery and billing information directly from the portal. With this new feature, your customers can now add, edit, and remove multiple addresses without needing to contact your support team. It’s a […]
In today’s video, we’re taking a closer look at a new feature in Odoo 18.1—Debit Notes for customer invoices. This tool helps you issue additional charges for extra services, corrections, or other updates, without altering the original invoice. Whether you’re billing for an added consulting fee or fixing an undercharge, debit notes give you a […]
In today’s video, we’re exploring how to manage Reservation Methods in Odoo 18 Inventory—a key feature that controls when products are reserved for delivery after a sales order is confirmed. Odoo gives you the flexibility to decide how and when to allocate stock—whether immediately, manually, or just before the scheduled delivery. This helps you plan […]
In this tutorial, we’re exploring how to manage cross docking in Odoo 18 Inventory—a great feature for businesses looking to streamline warehouse operations and speed up deliveries. Cross docking lets you receive products and send them out to customers with minimal storage time in your warehouse. This reduces handling time and minimizes the space you […]
In today’s video, we’re exploring how to find late RFQs in Odoo 19. This is a powerful feature that helps you identify which purchase requests haven’t been confirmed on time—so you can follow up, take action, and avoid delays. Odoo 19 makes this process easier than ever with a set of smart buttons and quick […]
In this tutorial, we’re exploring how to manage customer payment follow-ups in Odoo 18 Accounting—a must-know feature for businesses looking to reduce overdue invoices and streamline their collection process. Odoo makes it easy to configure follow-up levels, send reminders automatically or manually, and track overdue payments without missing a beat. Whether you’re managing a few […]
In today’s video, we’re exploring how to configure Payment Terms and Terms & Conditions in Odoo 18 Accounting. These two features help you clarify expectations with your customers, streamline your billing process, and ensure you get paid on time. Terms & Conditions let you include important legal or policy information—like return policies, disclaimers, or warranty […]
In this video, learn how to do use packages to move, store, and track products throughout your warehouse! Introduction – 0:00 Configuration – 1:13 Putting Products in Packages – 1:30 Configuration for Moving Packages – 3:59 Packages in Storage Locations – 5:23 Conclusion – 8:33 **Check out more Odoo tutorials** – Shipping Labels: – Batch Picking: – […]