Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
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 […]
In this video, we’ll dive into how to configure and create Time Off Types in Odoo 17. This essential feature helps businesses streamline their employee leave management by providing customizable options for approvals, allocations, and more. With the Time Off module, you can ensure a seamless process for both employees and managers while maintaining accuracy […]
In Odoo, storno accounting refers to a method of reversing accounting entries by posting a new transaction that negates or offsets the original entry. It is typically used to correct mistakes or adjust previously recorded transactions. The term “storno” comes from the Italian word for “reversal.” How Storno Accounting Works in Odoo When a storno […]
In Odoo, the Sales Credit Limit refers to a feature used to manage and control customer credit limits in the Sales and Accounting modules. This ensures that customers do not place orders exceeding their predefined credit limit, helping businesses mitigate financial risks. How Sales Credit Limit Works in Odoo: Setting Up Credit Limits for Customers: […]
Costing methods are an essential part of accurate inventory management and financial transparency for any organization. Without them, tracking inventory value and profitability can become complex and difficult to manage. Odoo 17 supports three key costing methods: 💰 Standard Price: Keeps inventory costs fixed, regardless of purchase price changes. 📊 Average Cost (AVCO): Dynamically updates […]
The purpose of displaying the total amount in words on invoices is to enhance clarity, professionalism, and security. Here’s a breakdown of the reasons: 1. Clarity and Precision: Reduced Errors: By explicitly stating the amount in words, it minimizes the risk of misinterpretations or errors that might occur due to numerical typos or discrepancies. Enhanced […]
Odoo 18: Mastering Rental Products & Periods This video dives deep into the core concepts of managing rental products and periods within the Odoo 18 platform. Learn how to define your rental offerings effectively, set competitive pricing, and ensure accurate billing for a seamless rental experience. Key Topics Covered: Defining Rental Products: Setting up product […]