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Odoo 17’s time off module offers flexibility in managing various leave categories for your employees. Time off types act as templates defining how leave requests are tracked, allocated, and approved. Here’s a breakdown of how they work: Creating Time Off Types: Navigate to the Time Off app within the HR module. Under the Configuration menu, choose Time Off Types. Click New to […]
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 […]
In this video, learn how to use consignment to store products owned by other companies. **Check out more Odoo tutorials** – Inventory playlist: **App documentation** – Consignment: – All Inventory docs: **See what Odoo can do for you!** – Schedule a demo: – Start a free trial: #Consignment #Odoo #Inventory
In this video, learn about how to manufacture in two or three steps (involving component pickings and final storage) in Odoo! Other lessons related to this video: Manufacturing in One Step Flexible Consumption Manufacturing with Product Variants Make-to-Order Manufacturing Replenishment Methods for Manufacturing From Sales Order to Manufacturing Order YouTube tags odoo, odoo learn, odoo course, […]
Odoo 17 allows you to include default terms and conditions (T&C) on your invoices, sales orders, and quotations. This helps establish clear expectations with customers regarding important aspects like payments, returns, warranties, and after-sale services. Enabling Default T&C The functionality needs to be activated first. Navigate to Accounting — Configuration — Settings. Under Customer Invoices, […]
Odoo 17’s Data Cleaning module offers a handy feature called “Field Cleaning Rules” to improve data consistency and quality within specific fields of your Odoo records. Here’s a breakdown of configuring these rules in under 400 words: Accessing Field Cleaning Rules: Navigate to Data Cleaning: Go to the “Data Cleaning” module within Odoo 17. Configuration […]
Odoo can automatically generate expenses from emails to streamline the expense reporting process. This feature is particularly useful for: Employees without access to the Expense module: If an employee doesn’t have permission to use the Odoo Expense app directly, they can submit expenses by forwarding receipts or expense details via email. Improved Efficiency: Even for […]
In Odoo, both lots and serial numbers are used for tracking inventory, but they differ in the level of detail: Lots: Identify a group of identical products. Imagine a batch of shirts or a box of nails. The same lot number applies to all the items within that group. This is useful for managing stock […]
In this video, learn how to create and customize Service Level Agreements with Odoo Helpdesk. 00:00 – Intro 00:35 – Activate SLA feature 01:45 – Create a new SLA Policy 03:04 – SLAs in action 04:28 – Outro **Check out more Odoo tutorials** – Helpdesk playlist **App documentation** – Helpdesk: [Getting Started] – Helpdesk: [Receiving Tickets] […]
In this video, learn how to use Dynamic Caller ID with Odoo VoIP. 0:00 Introduction 1:07 Axivox Dashboard 1:16 Default outgoing number 1:50 User-level outgoing number 2:45 Add a user options 3:09 Settings (Advanced Options) 4:22 Conclusion Other lessons related to this video: Introduction to Dial Plans: Advanced Dial Plans: Conference Calls: Make, Receive, Transfer, […]
