Digital Agency Website
Digital Agency Website
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 […]
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 […]
Odoo 17 CRM empowers you to manage your sales pipeline with customizable stages. 00:00 Intro 00:14 Create pipeline 1:04 Create opportunity 1:39 Stage operations Creating Stages: Access the Pipeline View: Head to the CRM module and navigate to the “Pipeline” tab. This displays your current sales pipeline with existing stages and opportunities. Add a New […]
The customer address in Odoo serves several important purposes within the software’s functionalities: Identifying and Contacting Customers: The primary function is to establish the location and contact details of a customer. This includes information like street address, city, state, zip code, and phone number. With this information, Odoo facilitates various actions, like: Sending quotations, sales […]
Odoo allows you to define and manage products specifically designed for subscription-based services. This functionality lets you create recurring revenue streams and simplifies managing subscriber relationships. 00:00 Intro 00:37 Product creation 04:26 Add product in subscription Subscription Products vs. Regular Products: Unlike regular products sold one-time, subscription products represent ongoing access to a service or […]
Odoo 17 Helpdesk Teams: Streamlining Customer Support 00:00 Intro 00:40 helpdesk team 1:08 Visibility and assignment 4:18 Channels 5:28 Help center 6:59 Track & Bill 7:30 Performance 8:06 Self-service 8:49 After sales Odoo 17 offers a robust Helpdesk module to manage customer support requests through a ticketing system. But the real power lies in its […]
In this tutorial, we’ll explore how to create user notifications in Odoo 17, User notifications are crucial for enhancing user experience by providing immediate feedback or conveying important information based on specific events or actions within the Odoo application. Various notification options exist in Odoo, namely: Sticky Notification, ,Rainbow Man Effect, Alert ,Raise Exception/Validation.By understanding and implementing […]
