Odoo 17’s Field Service module offers robust tools to streamline on-site operations; worksheet templates are a cornerstone of this efficiency. These templates serve as pre-designed structures for the work orders that field technicians generate. A worksheet template is a blueprint outlining the key information a technician needs to gather or complete during a service call. […]
Timesheet Reports in Odoo 17 Odoo 17’s Timesheet module offers robust reporting capabilities to provide valuable insights into employee productivity, project performance, and cost management. Businesses can effectively analyze time-tracking data with a range of pre-built reports and customization options. Key reports include the Timesheet Summary, which offers an overview of time spent on different […]
Approvals in Odoo 17 are a robust feature streamlining business processes by automating and tracking approvals across various departments. This feature enables organizations to configure customized approval workflows for different scenarios, such as: – Purchase orders – Sales orders – Expenses – Time off requests – Documents In Odoo 17, approvals are highly customizable, allowing […]
Report Layouts and Fonts in Odoo 18 are two ways to control the visual appearance of your reports, like invoices, quotations, or any printable document. Report Layouts define the overall structure and organization of the report. Here’s how they work: Default Layouts: Odoo 18 comes with pre-defined layouts that you can use. These layouts handle […]
Odoo 17 streamlines your business processes with its powerful Approval module. This episode dives deep into Approval types, the backbone of efficient decision-making and workflow control. Understanding Approval Types: Approval types define the specific categories of requests that require authorization within your organization. Imagine a scenario where a purchase order needs approval before processing. In […]
Odoo 18 itself doesn’t directly integrate with external forums to automatically create tickets from forum posts. However, there are a couple of workarounds you can consider: Monitor the forum: Regularly check your forum for new posts indicating potential issues. Gather information: When you find a relevant post, collect key details like the post title, description, […]
In Odoo, a tree view (also known as a list view) is used to display records in a tabular format. It is one of the primary views used to present data in Odoo. The editable attribute is used in tree views to allow inline editing of records. This attribute controls whether and how records can […]
The core purpose of creating invoices upon emails in Odoo is automating the initial stages of invoice creation and streamlining the overall invoicing process. There are several benefits to creating invoices upon emails in Odoo, especially when compared to manual data entry: Increased Efficiency: Saves time by automating invoice creation instead of manual data entry […]
Odoo 18 introduced a new feature that allows you to create products directly within the Point of Sale (POS) interface, streamlining the process and eliminating the need to switch between the POS and back-end. Here’s how to create a product in Odoo 18 POS: Create a Product in Odoo 18 There might be a dedicated […]
Odoo 17 Studio empowers you to transform your business needs into custom applications without extensive coding knowledge. This guide unlocks the potential of Studio, taking you through the exciting process of creating your app in Odoo 17. Getting Started: Activate Studio: Within your Odoo 17 instance, navigate to the top right corner and click the […]
