Digital Agency Website
Digital Agency Website
Odoo 18 provides a user-friendly interface for creating and managing customer records. Here’s a detailed guide on how to create a customer in the Odoo 18 Sales module: 1. Access the Sales Module: Log in to your Odoo instance. Navigate to the “Sales” app. 2. Open the Customer List: Click on the “Customers” menu item. […]
The “Customer Lot/Serial Number Report” in Odoo 18 provides detailed information about the specific lots or serial numbers of products purchased by individual customers. This report can be useful for tracking product inventory, managing returns, and analyzing customer purchasing patterns. To access the report: Go to Inventory module. Click on Reports under the Inventory menu. […]
In this video, we’ll show you how to import customer payments from QuickBooks Desktop to Odoo using the Odoo QuickBooks Desktop Connector. Learn how to update your payment list without duplicates, set import date ranges to filter relevant data, and automate future imports with cron jobs. Watch now to maintain a smooth accounting workflow and […]
In this video, we’ll show you how to import and export customer and vendor bills using the Odoo QuickBooks Desktop Connector. Learn how to automate synchronization, set specific import dates, and update payment statuses to ensure your data is accurate and up-to-date. Whether you’re managing customer invoices or vendor bills, this step-by-step guide will help […]
Odoo 17 website offers a built-in feature to automate sending customer submissions directly to your company email. This eliminates manual data entry and streamlines the process of receiving customer inquiries, feedback, or other forms. There are two main reasons why you might receive emails from an Odoo website form: Contact Form Submission: Odoo is a […]
Odoo, an open-source ERP (Enterprise Resource Planning) system, offers functionalities to streamline various business processes, including invoicing for shipping costs. There are two main reasons why Odoo is used for shipping cost invoicing: Transparency and Accuracy: Odoo allows for invoicing customers for shipping costs after delivery. This ensures the charges are accurate based on real-time […]
There are two main reasons why customers are created from Odoo website forms: 1. Streamlining Lead Capture and Customer Onboarding: Odoo website forms allow visitors to easily submit their information, such as name, email, and phone number. This eliminates the need for manual data entry, saving time and reducing errors. The captured information can be […]
You can use customer notes to include messages for the customer on their receipt. Notes allow you to include greetings, thank you messages, or even gift receipt instructions, creating a more personalized touch for the customer. #odoo17 #odootutorials #odoofunctionalvideos Notes become part of the order record, allowing staff to reference past purchases, customer preferences, and […]
The customer address in Odoo serves several important purposes within the software’s functionalities: Identifying and Contacting Customers: The primary function is to establish the location and contact details of a customer. This includes information like street address, city, state, zip code, and phone number. With this information, Odoo facilitates various actions, like: Sending quotations, sales […]
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