Odoo 18 allows you to manage purchase orders and invoices in your local currency. This means that you can enter and track purchase information using the most relevant currency to your business operations. Here’s a breakdown of how amounts are handled in local currency: 1. Currency Setup: – Company Currency: In the Company Settings, you […]
The purpose of the “Deliver content by Email” feature in Odoo 18 Sales is to streamline communication and enhance customer engagement throughout the sales process. It allows you to send emails directly from within the sales module, saving time and ensuring consistency in your messaging. Here are some key benefits of this feature: – Efficient […]
Odoo 18 has introduced significant enhancements to the dashboard app, making it more versatile, customizable, and user-friendly. Here are some of the key improvements: 1. Enhanced Customization: Drag-and-Drop Functionality: Users can now easily rearrange dashboard components using a simple drag-and-drop interface, allowing for greater flexibility in layout customization. Configurable Widgets: A wider range of widgets […]
Odoo 18 offers a robust loyalty card and e-wallet system within its portal functionality. Here’s a breakdown of how it works: Loyalty Cards: – Customer Creation: When a new customer is created, a loyalty card is automatically generated for them. – Point Accumulation: Every purchase made by the customer contributes to their loyalty points balance. […]
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 Accounting offers a convenient batch payment feature that allows you to process multiple payments simultaneously, saving you time and effort. Here’s a step-by-step guide on how to use it: 1. Access the Batch Payments Screen: Open Odoo 17 Accounting and navigate to the “Payments” menu. Click on the “Batch Payments” option. 2. Create […]
Odoo 18 POS module is a powerful tool for retail businesses. It provides a user-friendly interface for managing sales transactions, handling payments, and tracking inventory. However, to enhance user experience and efficiency, a revamped POS interface in Odoo 18 is essential. Intuitive Navigation: Clear Menu Structure: Organize menu items logically to reduce search time. Visual […]
In this video, learn everything there is to know about creating and managing awesome email marketing campaigns using the multi-faceted Odoo Email Marketing application. 00:00 – 00:20 Introduction 00:21 – 01:02 Configuration 01:03 – 01:53 Campaigns Page 01:54 – 02:44 Creating a Campaign 02:45 – 04:24 Campaign Form 04:25 – 07:53 Customize Email Marketing Campaign […]
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 create a commission plan template manually. Need more information about Odoo apps? Discover Odoo, schedule a demo, or start your own Odoo revolution for free (no credit card required), […]
