Odoo 18 offers a robust RFQ (Request for Quotation) management system that can be integrated with email and portal functionalities to streamline the procurement process. Here’s a breakdown of how it works: RFQ Creation and Management: – Create RFQ: You can create new RFQs directly within Odoo, specifying details such as product requirements, quantities, due […]
Odoo 18’s Document module, or Document Management, is a powerful tool for managing and organizing various types of documents within your business. It provides a centralized platform for storing, categorizing, sharing, and tracking documents of different formats, such as PDFs, Word documents, images, and more. For streamlined operations, such as approval processes – Document Storage: […]
PDC (Post-Dated Cheque) is a feature in Odoo 17 Accounting that allows you to manage cheques that have been issued but not yet cashed. It’s a useful tool for tracking and managing future payments. Here’s a breakdown of how PDC works in Odoo 17 Accounting: Creating a PDC: 1. Go to the “Accounting” app. 2. […]
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 […]
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 […]
Return for Exchange in Odoo is a process where a customer returns a product to a company and receives a different product in exchange. This feature is typically found in inventory management modules and allows for seamless handling of product returns and exchanges. Here’s a breakdown of the process: – Customer Initiates Return: The customer […]
The top bar in Odoo 18 Projects is a crucial component that provides quick access to various functionalities within the project management module. It is designed to enhance user experience and streamline project navigation. Key Elements of the Top Bar: 1. Project Name: The project name is displayed prominently at the top left corner, indicating […]
Odoo 18 Accounting provides a comprehensive loan management system that allows you to effectively track and manage loans within your organization. Here are the key features and functionalities of loan management in Odoo 18 Accounting: 1. Loan Creation and Management: – Create new loans with detailed information such as loan amount, interest rate, repayment schedule, […]
Odoo 18 Accounting provides a comprehensive module for managing credit cards, allowing businesses to efficiently track and process credit card payments. Here’s a breakdown of the key features and functionalities: Key Features: – Payment Processing: Seamlessly integrate with popular payment gateways like Stripe, PayPal, and Authorize.net to process credit card payments directly within Odoo. Configure […]
Company forms, verifies, and issues a purchase order to a vendor for €100.00 for ten products or services. To finalize the order, the vendor requests a 10% deposit or down payment. We get a charge for €100.00 for one time down payment (no product). The purchase matching smart button may be seen on the bill, and it shows the order lines as well as the down payment. Choose both, then click “Add to PO.” Increase the down payment. The PO now has a new down payment line with a billed quantity. (Editing this line should be prohibited.) We also receive the final invoice for a total of €900.00 when we receive the inventory: Ten items/services at €100.00; down payment reduction: one product at €100.00 (label only); Four matchable lines are now displayed by Purchase Matching: the PO line for goods or services, the bill line for the same goods, The lines for the down payment paid on the bill and the down payment line from the PO The product lines and purchase order will be designated as completely invoiced when all lines are selected and “Match” is clicked. This will link the down payment lines and reduce the billed quantity to zero. #Odoo18 #Odoo #PurchaseApp #BillPOMatching #DownPayments #Procurement #ERP #BusinessEfficiency #Accounting #Finance #PurchaseOrders #BillMatching #OdooTutorial #ERPSoftware #OdooPurchaseApp #OdooFinance #BusinessManagement #AccountingSoftware Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@cybrosys.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ Instagram: ➡️ Pinterest: #BillPO #Matching #Payments #Odoo #Purchase […]
