Odoo’s budget management functionality allows you to create financial plans and track how your actual income and expenses compare to those plans. It helps businesses gain control over their finances by: Setting Financial Goals: Define planned amounts for income and expenses for specific periods (months, quarters, years). Categorizing Spending: Create budgetary positions that group related […]
Welcome back to the Kodershop YouTube channel! In this video, we’re diving into how to make down payments with Odoo 17. Down payments are a great way to secure sales and manage your cash flow effectively. We’ll guide you through the steps from creating a sales order and setting up a down payment, to invoicing […]
Odoo 17’s Events module provides a streamlined platform to organize and manage events of all sizes. From small workshops to large conferences, the module offers a comprehensive set of tools to plan, execute, and analyze events. To create a new event, navigate to the Events app in your Odoo instance. Click on the “Create” button […]
Odoo 17 Maintenance module is designed to efficiently manage equipment upkeep and repair. A maintenance request is a formal record of a problem or required service for a piece of equipment. To create a maintenance request in Odoo 17, navigate to the Maintenance app and select “Maintenance Requests.” You’ll be prompted to provide details about […]
More details here – Welcome back to the KoderShop YouTube channel! In today’s video, we dive into the Repair Module in Odoo 17. It is an essential tool for efficiently managing product repairs. Whether a product was delivered faulty or got damaged in transit, Odoo’s Repair Module helps you track the entire repair process from […]
Odoo 17 Helpdesk module simplifies managing customer inquiries and issues. To create a new helpdesk ticket, navigate to the Helpdesk app and click on the “Create” button. You’ll be given a form to fill in essential details about the ticket. Begin by providing a clear and concise subject line that accurately reflects the issue. […]
Odoo 17’s Field Service module provides a robust platform for efficient task management, ensuring seamless coordination and execution of field service operations. It serves as a centralized hub for creating, assigning, tracking, and completing tasks associated with service requests. The module allows users to generate tasks directly from service requests, ensuring no job falls through […]
Odoo 17’s Field Service module offers robust tools to streamline on-site operations; worksheet templates are a cornerstone of this efficiency. These templates serve as pre-designed structures for the work orders that field technicians generate. A worksheet template is a blueprint outlining the key information a technician needs to gather or complete during a service call. […]
Setting up a new payment provider can expand your business’s payment options, making transactions smoother and more convenient for your customers. In this video, we’ll show you how to add a new payment provider in Odoo 17. We’ll walk you through the process step by step, from configuring popular providers like PayPal to customizing the […]
In today’s video, we’re going to dive into the Inventory Automatic Reordering Rules in Odoo 17! We’ll guide you through the process of setting up reorder rules to effortlessly maintain optimal inventory levels. Learn how to configure these rules and ensure you never run out of stock by automating purchase orders. More details here – […]