The “Customer Lot/Serial Number Report” in Odoo 18 provides detailed information about the specific lots or serial numbers of products purchased by individual customers. This report can be useful for tracking product inventory, managing returns, and analyzing customer purchasing patterns. To access the report: Go to Inventory module. Click on Reports under the Inventory menu. […]
Odoo 18 itself doesn’t inherently store data in cloud storage, but it can be integrated with various cloud storage providers to enhance its functionalities. Here’s a breakdown of how cloud storage works with Odoo: Benefits of Cloud Storage with Odoo 18: Increased Storage Capacity: As your data grows, local storage limitations can become an issue. […]
1. Internal user: 1.1. Consolidation user: In Odoo, there isn’t a specific user type called a “consolidation user”. The consolidation process is handled through the Odoo Consolidation module, which is designed for users with accounting permissions. Here’s a breakdown of how Odoo Consolidation works: Functionality: It allows you to generate consolidated financial reports by combining […]
Margin and cost are important in a point-of-sale (POS) system, as they directly impact your business’s profitability. Here’s a breakdown of these terms and how they function in POS: Margin: This refers to the difference between a product’s selling price and its cost price, typically expressed as a percentage. It essentially represents the profit you […]
Internal notes in a POS (point of sale) system are comments or messages added to a transaction or customer record that are not visible to the customer. They are used for communication and information sharing among staff members. Here are some common uses of internal notes in POS: Special instructions: Noting specific customer requests like “gift […]
Odoo 17 CRM empowers you to manage your sales pipeline with customizable stages. 00:00 Intro 00:14 Create pipeline 1:04 Create opportunity 1:39 Stage operations Creating Stages: Access the Pipeline View: Head to the CRM module and navigate to the “Pipeline” tab. This displays your current sales pipeline with existing stages and opportunities. Add a New […]
A “call for tendor” is a formal invitation or request made by an organization or a company to prospective suppliers or service providers to submit their bids or proposals for the supply of goods, services, or the execution of a specific project. It is a common process used in procurement and contracting to ensure transparency, […]
In Odoo, a manual reordering rule allows you to set up a product to not automatically trigger a purchase order when its stock level falls below a certain threshold. Instead, the system informs you that a reorder is needed, but you need to manually initiate the purchase yourself. 1. Setting the rule: You define a minimum […]
The Planning module in Odoo 17 has undergone major improvements that provide businesses with better tools for managing projects, scheduling, and allocating resources. This module functions as an all-inclusive instrument for task organisation, workforce management, and project timeline optimisation. The main attributes and advantages of the Odoo 17 Planning module are outlined below: User-Friendly Interface: […]
The “Closest Location” Removal Strategy in Odoo For the Closest Location Removal Strategy, products are picked based on the alphanumeric order of storage location titles.The goal of this strategy is to save the warehouse worker from taking a long journey to a farther shelf when the product is also available at a closer location. A product is […]
