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Reconciliation models in Odoo 17 Accounting are essential tools for ensuring the accuracy and consistency of your financial data. They provide a structured framework for matching bank statements with corresponding journal entries, identifying discrepancies, and resolving them efficiently. 1. Button to generate counterpart entry The exact type of button to generate a counterpart entry in […]
Welcome back to the Kodershop YouTube Channel! In this video, we’ll show you how to Manage Product Variants in Odoo 17. Learn how to set up attributes like size, color, material, etc. to streamline your inventory and sales processes. Whether you’re handling multiple variations of a product or need to set custom options for your […]
To filter rules and domains in Odoo Studio, you can follow these steps: 1. Access the Object’s Form View: Go to Studio — Apps. Find and click on the object you want to modify. Select Form View from the available views. 2. Locate the Field or Field Group: Scroll through the form view until you […]
Automatic transfers in Odoo 17 Accounting are a powerful tool that can streamline your financial processes and reduce manual data entry. They allow you to automatically move funds between bank accounts based on specific conditions or schedules. Types of Automatic Transfers: Scheduled Transfers: These transfers are triggered at predefined intervals, such as daily, weekly, or […]
Odoo Studio is a powerful tool within the Odoo platform that allows you to customize and extend the functionality of your Odoo applications without writing any code. It provides a user-friendly interface where you can drag and drop elements, configure fields, create custom actions, and design your own workflows. Key features and capabilities of Odoo […]
In this video we’ll show you how to set up Vendor Pricelists in Odoo 17. Learn how to configure pricelists directly from the product form and the configuration menu, set up vendor-specific discounts, adjust priorities and control delivery times. This guide will help you streamline purchasing, get accurate quotes, and get the best deals from […]
Automation in Odoo 17: A Comprehensive Guide Odoo 17, a powerful open-source ERP system, offers a plethora of automation features to streamline business processes and improve efficiency. Here’s a breakdown of some key automation possibilities: 1. Workflow Automation: Define business processes: Create workflows to guide the movement of data through different stages of a process […]
Lead Generation Rules in Odoo 17 Events: A Powerful Tool for Business Growth Odoo 17’s event lead generation rules offer a robust mechanism to convert event attendees into potential leads automatically. This feature streamlines the lead generation process, ensuring no opportunity is missed and valuable customer data is captured efficiently. How Lead Generation Rules Work: […]
Bank reconciliation is a crucial process in accounting that ensures the accuracy of your bank statements against your accounting records. Odoo 17 provides a streamlined and efficient way to perform this task. Steps Involved in Bank Reconciliation Prepare your bank statement: Ensure you have a clear and accurate copy of your bank statement for the […]
Odoo 17’s Event Templates offer a powerful and efficient way to streamline the creation and management of recurring events. By predefining key elements like event type, name, location, and recurring pattern, you can significantly reduce the time and effort involved in setting up similar events. Key Features of Event Templates: Predefined Event Details: Templates allow […]