Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
Automatic Reordering Rules in Odoo 18 Inventory Automatic reordering rules in Odoo 18 Inventory are a powerful tool to streamline your inventory management and ensure you always have enough stock on hand to meet customer demand. These rules automate the process of creating purchase orders or manufacturing orders when stock levels fall below a certain […]
Incoming shipments in three steps involve a structured process to ensure the quality and efficiency of received goods. Here’s a breakdown of the three steps: 1. Input: Receiving: The shipment arrives at the designated receiving area of the warehouse. Unloading: The goods are unloaded from the transportation vehicle and checked for any damage or discrepancies. […]
Next Order Coupons in Odoo 18 Sales are a powerful tool to incentivize repeat business and increase customer loyalty. They allow you to generate and share single-use coupon codes that grant customers a discount or reward on their next purchase. How to Create Next Order Coupons: 1. Go to Sales ‣ Products ‣ Discount […]
In Odoo, automatic invoicing is a feature that allows you to generate invoices automatically under specific conditions. This can streamline your invoicing process and reduce manual effort. How it Works: Enable Automatic Invoicing: Go to Sales — Configuration — Settings. Under the Invoicing Policy section, select “Ordered Quantities”. Enable the “Automatic Invoice” option. […]
Odoo 18 provides multiple ways to grant discounts on sale order lines, catering to various business needs. Here are the primary methods: 1. Manual Line Discounts: * Direct Input: * Navigate to the desired sale order line. * In the “Discount” field, directly input the discount amount or percentage. * Odoo automatically […]
One-Click Cancellation of Sales Quotations in Odoo 18: A Streamlined Approach One-click cancellation of sales quotations offers a significant advantage in streamlining business processes and improving efficiency. It simplifies the cancellation procedure, reduces administrative overhead, and ensures timely communication with clients. Key Benefits: – Enhanced Efficiency: A single click eliminates the need for multiple steps, […]
To import data into Odoo, you can follow these general steps: 1. Prepare Your Data: – Format: Ensure your data is in a compatible format like CSV, XLSX, or XML. – Structure: Make sure the data is structured correctly, with headers that match the relevant fields in Odoo. – Cleaning: Clean your data to remove […]
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 […]
