Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
Clean Up Your Contact List: A Guide to Deduplication in Odoo 18 Keep your contact database organized and efficient with Odoo 18’s powerful deduplication tool. This video will show you how to identify and merge duplicate contacts, ensuring a clean and accurate contact list. Key Topics Covered: Understanding Duplicate Contacts Accessing the Deduplication Menu Configuring […]
Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at In this video, learn how to use the Odoo Planning app for employee schedule management, then use the Odoo POS app to manage your restaurant ordering system. We’ll finish with Odoo’s eCommerce App, where we will […]
Discount Codes in Odoo 18 Sales: A Comprehensive Guide Odoo 18 offers robust features to implement discount codes in your sales process, enhancing customer engagement and boosting sales. Here’s a detailed guide on how to set up and utilize discount codes effectively: 1. Setting Up Discount Programs: * Navigate to Promotions: * Go to Sales […]
Customer Notes in Odoo 18 POS allow you to add specific instructions or information related to individual order lines or the entire order. These notes can be displayed on receipts and invoices, providing valuable context for both you and your customers. Here’s how to use them: * Enable Customer Notes: * Go to Point of […]
Two-Step Incoming Shipments in Odoo 18 Odoo 18 offers a flexible two-step process for incoming shipments, allowing you to better manage your inventory and streamline your receiving operations. This process involves two distinct steps: Step 1: Input * Create a Receipt: * Go to Inventory — Receipts. * Create a new receipt and select the […]
Restricted categories in Odoo POS are a powerful tool to streamline your point of sale operations and enhance inventory management. By limiting the categories of products displayed on the POS interface, you can: Improve Efficiency: Reduce the clutter on the POS screen, making it easier for cashiers to find and select products. Enhance Accuracy: Minimize […]
To restrict price modification to managers in Odoo 18 Point of Sale, you can leverage the built-in “Price Control” feature. This setting ensures that only users with specific permissions can modify product prices during POS transactions. Here’s a step-by-step guide: 1. Enable Price Control: Go to Point of Sale — Configuration. In the General Settings […]
In Odoo, an incoming shipment in one step is a streamlined process for receiving products directly into stock from a vendor without any intermediate steps. This is the simplest way to handle incoming shipments, making it suitable for small warehouses or businesses with straightforward inventory management needs. Here’s a breakdown of the one-step process: Purchase […]
In the realm of inventory management and logistics, an “outgoing shipment in one step” refers to a streamlined process where products are directly transferred from stock to the customer without intermediate steps like staging or additional quality checks. This approach can significantly reduce processing time, labor costs, and potential errors. Key Benefits of One-Step Outgoing […]
A two-step outgoing shipment process involves breaking down the delivery process into two distinct stages. This approach offers several benefits, including enhanced inventory control, improved order accuracy, and streamlined operations. Step 1: Picking and Packing Order Verification: Order Review: Cross-check order details, including items, quantities, shipping address, and any special instructions. Inventory Check: Ensure the […]