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In Odoo ERP, effectively creating and managing products is fundamental for maintaining accurate inventory records and facilitating smooth sales and purchasing processes. With Odoo’s robust product management features, businesses can effortlessly add new products, organize product data, and track inventory levels across multiple warehouses. This guide will outline the steps involved in creating product records, […]
#LESSON #GS003 #Create #Manage #Vendors #Odoo #V17
In Odoo ERP, efficiently creating and managing customers is pivotal for maintaining strong relationships and ensuring smooth business operations. By leveraging Odoo’s customer management features, businesses can streamline the process of capturing, organizing, and engaging with their clientele. In this guide, we’ll explore the steps involved in creating new customer records, managing customer data, and […]
Customer Relationship Management (CRM) systems often integrate quotation creation functionalities to streamline the sales process. Here’s a breakdown of how to create a quotation for an opportunity within your CRM: 1. Accessing the Opportunity: Locate the desired opportunity within your CRM. This typically involves navigating to the Opportunities module and searching by name, customer, or other relevant […]
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 […]
XLSX reports are essential for structured data analysis, customizable presentation, and compatibility across platforms, facilitating efficient decision-making and communication within organizations. In this tutorial, we’ll explore how to create XLSX reports in Odoo 17, enabling users to export data from their Odoo system into Excel-compatible files for enhanced analysis or sharing purposes. #Odoo17 #XLSReports #OdooDevelopment […]
Odoo 17 CRM empowers you to manage your sales pipeline with customizable stages. 00:00 Intro 00:14 Create pipeline 1:04 Create opportunity 1:39 Stage operations Creating Stages: Access the Pipeline View: Head to the CRM module and navigate to the “Pipeline” tab. This displays your current sales pipeline with existing stages and opportunities. Add a New […]
Odoo allows you to define and manage products specifically designed for subscription-based services. This functionality lets you create recurring revenue streams and simplifies managing subscriber relationships. 00:00 Intro 00:37 Product creation 04:26 Add product in subscription Subscription Products vs. Regular Products: Unlike regular products sold one-time, subscription products represent ongoing access to a service or […]
In this tutorial, we’ll explore how to create user notifications in Odoo 17, User notifications are crucial for enhancing user experience by providing immediate feedback or conveying important information based on specific events or actions within the Odoo application. Various notification options exist in Odoo, namely: Sticky Notification, ,Rainbow Man Effect, Alert ,Raise Exception/Validation.By understanding and implementing […]
In Odoo toggle buttons are commonly used in user interfaces to allow users to switch between two states or values.They are often utilized to represent boolean fields. #odootutorials Boolean fields in Odoo represent data that can be either true or false, yes or no, on or off,active or inactive. #odoo17 #odoodevelopment These fields are typically […]