Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
A rescue session in Odoo is a handy feature in the Point of Sale (POS) module that helps you recover data from interrupted sessions. It comes into play in two main scenarios: Lost internet connection: If your internet connection drops while you’re working on a POS session, Odoo will save the order data in your […]
Imagine you run a bakery and frequently place orders with a local flour mill. Here’s a real-time example of how Odoo predicts products from vendor bills: Scenario: You receive a new bill from the flour mill but haven’t had time to enter the details into Odoo. Prediction: Based on past bills from this vendor, Odoo […]
Odoo 17’s inventory management system offers granular control over user access through its access rights functionalities. This ensures that users can only view, edit, or create specific inventory data based on their roles and responsibilities within the organization. Understanding Access Levels: Odoo User Groups:Â The foundation of access control lies in user groups. Each user belongs […]
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:Â 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 […]
