Odoo 17 offers a robust Helpdesk application designed to empower businesses of all sizes to manage customer support requests efficiently. This built-in solution acts as a central hub, streamlining communication, boosting team collaboration, and ultimately, enhancing customer satisfaction. Key Features of the Odoo 17 Helpdesk: Ticketing System: The core of the Helpdesk lies in its […]
In Odoo, the product reference price refers to the price displayed per unit of measure on the product page of your website. This helps customers understand the cost of a product relative to its quantity. Here’s what you need to configure Product Reference Price: Activate the Feature: Go to Website — Configuration — Settings and […]
Re-order from Portal is a feature offered by Odoo, an open-source business management software. It specifically allows customers to easily re-purchase items they previously bought through the company’s online customer portal. In simpler terms, it streamlines repeat orders for frequently needed products. Here’s a breakdown of the benefits: Saves Time: Customers don’t have to search […]
In an Odoo website, a wishlist is a virtual shopping list where customers can save products they are interested in but aren’t ready to buy right away. It’s like a bookmark for online shopping. Odoo websites do offer wishlist functionality, allowing customers to save products they’re interested in for later purchase. Here’s a breakdown of […]
Odoo 17’s Time Off application offers functionalities to manage employee leave effectively. A crucial aspect of this is configuring public holidays and mandatory work days. This ensures accurate leave tracking, avoids scheduling conflicts, and streamlines the leave request process. Public Holidays: Creating Public Holidays: Navigate to the Time Off app, then Configuration followed by Public […]
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 […]
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 CRM allows you to track why you lose sales opportunities with “Lost Reasons.” This helps analyze your sales process and identify areas for improvement. Here’s how to configure lost reasons in Odoo 17 CRM: Accessing Lost Reasons: Navigate to CRM: Head over to the CRM module within your Odoo 17 instance. Configuration Menu: […]
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 17 Helpdesk Teams: Streamlining Customer Support 00:00 Intro 00:40 helpdesk team 1:08 Visibility and assignment 4:18 Channels 5:28 Help center 6:59 Track & Bill 7:30 Performance 8:06 Self-service 8:49 After sales Odoo 17 offers a robust Helpdesk module to manage customer support requests through a ticketing system. But the real power lies in its […]