Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
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 […]
In this video, learn how to manufacture products using components that must also be manufactured. 0:00 Introduction 1:16 Product configuration 3:18 Create sub-assembly MO 4:35 Sub-assembly planning 6:30 Conclusion **Check out more Odoo tutorials** – Bill of Materials Basics: www.youtube.com/watch?v=Z9i6Bgr2K_Y&list=PL1-aSABtP6ADCBK2-v4_EyzAuFwx6Owks&index=3 – Manufacturing:  **App documentation** – Bill of Materials: www.odoo.com/documentation/17.0/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.html – All Manufacturing docs: www.odoo.com/documentation/17.0/applications/inventory_and_mrp/manufacturing.html **See what […]
In this video, learn how to manage recurring orders from a single supplier using blanket orders. 0:00 – Introduction 0:54 – Create blanket order 2:55 – Create RFQ/Orders 4:42 – Reporting 5:44 – Bill Blanket Purchase Order 7:36 – Conclusion Other lessons related to this video: RFQ basics: Alternative RFQs: **See what Odoo can do […]
Having appropriate product images in Odoo is useful for a number of reasons. However, if a lot of products need images, assigning them can become incredibly time-consuming. Fortunately, by configuring the Google Custom Search API within an Odoo database, finding product images for products (based on their barcode) is extremely efficient. Configuration In order to utilize Google Custom […]
In this video, learn about how to control your purchases with approvals and warnings. 0:00 – Introduction 0:47 – PO Approval Setup 1:23 – Configure User Settings 2:12 – Warnings Setup 4:08 – Blocking Message Setup 5:03 – Warnings and Blocks 🛑 6:17 – Approve RFQ 6:50 – Conclusion Other lessons related to this video: […]
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 […]
In this video, learn how to configure a product to be manufactured using the Dropship Subcontractor on Order route. **Check out more Odoo tutorials** – MRP playlist:  **App documentation** – Dropship to Subcontractor:  – All MRP docs:  **See what Odoo can do for you!** – Schedule a demo:  – Start a free trial: […]
In this video, learn about the essentials of the Purchase app, starting with the creation of a request for quotation. 0:00 – Introduction 0:49 – Purchase App Dashboard 2:02 – Create an RFQ 3:31 – Products Tab 7:40 – Send RFQ 8:47 – Confirm Order 9:42 – Conclusion Other lessons related to this video: – […]
Sharing accounts between companies in Odoo is a feature that can be beneficial in certain scenarios, particularly when dealing with: 1. Consolidated Financial Reporting: Parent-Subsidiary Relationships: If you have a parent company with several subsidiaries, sharing accounts can simplify the process of consolidating financial statements. You can create a single chart of accounts for the […]
Odoo offers robust tools to manage sales commissions effectively. It provides flexibility to configure various commission structures based on different criteria like sales amount, product category, sales person, and more. Key Features and Configuration Commission Types: – Fixed Percentage: A set percentage of the total sales amount. – Product-based: Commission based on specific product margins […]
