Odoo 18 allows you to manage purchase orders and invoices in your local currency. This means that you can enter and track purchase information using the most relevant currency to your business operations. Here’s a breakdown of how amounts are handled in local currency: 1. Currency Setup: – Company Currency: In the Company Settings, you […]
Odoo 18 offers a robust RFQ (Request for Quotation) management system that can be integrated with email and portal functionalities to streamline the procurement process. Here’s a breakdown of how it works: RFQ Creation and Management: – Create RFQ: You can create new RFQs directly within Odoo, specifying details such as product requirements, quantities, due […]
One-Click RFQ Cancellation in Odoo 18 is a feature that allows users to quickly and easily cancel Request for Quotations (RFQs) with a single click. This can be particularly useful in situations where an RFQ is no longer needed or has been superseded by another RFQ. Here’s how it typically works: – Identify the RFQ: […]
The purpose of the “Deliver content by Email” feature in Odoo 18 Sales is to streamline communication and enhance customer engagement throughout the sales process. It allows you to send emails directly from within the sales module, saving time and ensuring consistency in your messaging. Here are some key benefits of this feature: – Efficient […]
A proforma invoice is a preliminary invoice that serves as a commercial document issued by a seller to a buyer. It outlines the terms and conditions of a potential sale, including the description of goods or services, quantity, price, and payment terms. However, unlike a regular invoice, a proforma invoice is not a legal document […]
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The “Save for Later” feature in Odoo 18 allows customers to temporarily store products or services they are interested in purchasing but are not ready to commit to buying immediately. This feature serves several purposes: Benefits for Customers: – Product Reminder: Customers can easily find products they liked previously, without having to search through the […]
The catalog view in Invoicing in Odoo is a powerful tool that allows you to manage your products and services efficiently. It provides a comprehensive overview of all your catalog items, including their names, descriptions, images, prices, and other relevant information. – Product management: You can create, edit, and delete products and services directly from […]
Open the record: Navigate to the record where you want to copy the message link. For example, if you want to copy the link from a sales order, go to the sales order module and open the specific order. Locate the message: Find the message in the chatter section below the record. This is where […]
Odoo’s “Empty Location” is a special location that can be used to represent various scenarios where a physical location is not applicable or desired. It’s a versatile tool that can be used in different contexts within your Odoo system. 1. Products without a Physical Location: Virtual Products: If you sell digital products or services that […]
