Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
Odoo 18 provides a flexible system for managing user access rights, ensuring data security and efficiency within your accounting operations. Here’s a breakdown of the key aspects: User Types Internal User: This is the default user type for employees within your organization. Internal users have access to various modules and functionalities based on their assigned […]
In Odoo, there are a variety of different types of shipping labels that can be selected for delivery orders. Depending on the types of shipping packages used, different label sizes may be more appropriate, and can be configured to fit the package. Configuration In the Inventory module, go to Configuration ‣ Delivery ‣ Shipping Methods. Click on a delivery […]
A bill of materials (or BoM for short) documents specific components, along with their respective quantities, that are needed to produce or repair a product. In Odoo, BoMs as blueprints for manufactured goods and kits, and often include production operations and step-by-step guidelines, as well. To create a BoM, go to Manufacturing app ‣ Products ‣ Bills of Materials and click New. Next, set the BoM […]
Odoo 18: Streamline Your Meetings with the Meeting Room Module Odoo 18’s Meeting Room module provides a centralized platform for managing meeting room bookings and ensuring efficient meeting scheduling. Key Features: Meeting Room Scheduling: Easily book and manage meeting rooms within your organization. Real-time Availability: View real-time availability of meeting rooms and avoid […]
In Odoo 18, configuring access rights for Manufacturing Orders involves setting permissions for users or groups to control their interaction with manufacturing data. Here’s how to manage these access rights: Activate Developer Mode: Navigate to the Settings app. Scroll to the bottom and click on Activate the developer mode. Access User Management: In the Settings […]
An Allocation Report for Manufacturing Orders in Odoo 18 provides an overview of the availability and allocation of materials required for production. This report is useful for tracking the status of raw materials, ensuring all components are available to complete manufacturing processes efficiently. Purpose of the Allocation Report Material Planning: Helps identify shortages or overstock […]
In this video, learn how to create Loyalty Programs in Odoo, as well as how to apply rewards to sales orders! TIMESTAMPS 00:00 INTRO 01:04 Configure Promotions, Loyalty & Gift Card 01:58 Loyalty Programs 02:57 Conditional Rules: How to set up loyalty points 05:47 Rewards: How to set up loyalty rewards 07:44 Loyalty Cards 08:20 […]
In Odoo 18, you can configure an authorized signatory on invoices by adding a signature field to your invoice templates. Here’s how to set it up: Access the Invoicing Module: Navigate to the Invoicing module from the Odoo dashboard. Modify the Invoice Report Template: Go to Configuration — Templates. Locate the invoice report template, typically […]
Taxes in Company Currency in Odoo Odoo, a powerful open-source ERP, offers a feature to display taxes on invoices in the company’s currency, even when the invoice is created in a different currency. This can be particularly useful for businesses operating in multiple currencies or for regulatory compliance in certain regions. How to Enable Taxes […]
In Odoo 18, you can customize the checkout process and manage customer accounts to enhance the shopping experience on your eCommerce website. Here’s how to configure these features: Configuring Sign In/Up at Checkout: Odoo allows you to define whether customers can check out as guests or if they must sign in or create an account […]