Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
In Odoo 19 POS (Point of Sale), settling orders typically means finalizing the transaction, processing payment, and marking the order as paid. That said, here’s a general guide on how to settle (i.e., complete and pay for) POS orders in Odoo Point of Sale: ✅ Steps to Settle an Order in Odoo POS: Open POS […]
In Odoo 19 Global Invoicing in POS (Point of Sale), here’s a clear explanation of what that generally means and how to implement it: 🔍 What is “Global Invoice” in Odoo POS? Global Invoice allows you to group multiple POS orders into a single invoice. This is especially useful for: B2B sales where a client […]
In Odoo 19, managing sections and notes in the Sales Order lines (often referred to as “Product Lines”) can be done either via the user interface or through customization, depending on what exactly you want to achieve — delete or duplicate them. 📌 Context: In Sales Orders (or Invoices), sections are used to group product […]
In Odoo 19, adding a new stage directly from the list (tree) view of the Project module is enabled by default—it’s usually done in the Kanban view. However, you can customize this behavior. Below are two methods to allow adding a project stage from a list view. ✅ Option 1: Enable “Create” in the List View […]
To get a customer’s location in Odoo 19 CRM using Maps, you typically want to: Capture the customer’s address in the CRM. Use a map widget or integration (like Google Maps) to show or fetch the location based on that address. Odoo 19 (from Odoo 13 onwards) has built-in support for Google Maps integration in […]
Dashboard for Live Chat in Odoo 19 is a new feature. Key Metrics You get from dashboar are: Total chats per day/week/month Average response time Active visitors on website Chats per operator Customer satisfaction rating (if enabled) Conversion from chat to lead/sale #Odoo19 #Odoo19Tutorials #LiveChatDashboard #OdooLiveChat #OdooFunctionalTutorial #Odoo19Features #Odoo19ReleaseDate #OdooTips #OdooDashboard #CustomerSupport Connect With Us: ————————————— […]
In Odoo 19, an email template prompt usually refers to a predefined message or default content in an email template that helps users write or send consistent emails. It’s not an official Odoo term, but here’s how it breaks down based on the context: 💡 What Is an Email Template in Odoo? An email template […]
Creating a Purchase Bill in Odoo 19 (also known as a Vendor Bill) involves recording a vendor invoice against an existing Purchase Order or creating one manually. Here’s a step-by-step guide: ✅ Pre-requisites Ensure: The Purchase and Invoicing/Accounting modules are installed. You have the proper user rights (e.g., Purchase Manager or Accountant). 🔧 Option 1: […]
Odoo 19 generating a payment link typically involves using Odoo’s eCommerce, Sales, or Invoicing modules in combination with a payment acquirer (like PayPal, Stripe, etc.). Here’s how to generate a payment link for an invoice or sales order in standard Odoo ✅ Prerequisites Install required modules: Invoicing (Accounting) Website Payment Acquirers (Stripe, PayPal, etc.) Portal […]
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