An internal user in Odoo is someone who has full access to the behind-the-scenes functionality of the software, also known as the backend. This contrasts with other user types in Odoo, such as: Portal User: A portal user is typically a customer with limited access. They can usually only see information relevant to them, such as […]
Odoo uses reservation methods to control how and when products are reserved for deliveries or manufacturing orders. This helps ensure you have the stock on hand to fulfill orders without overselling. There are three main reservation methods in Odoo: At Confirmation: This method automatically reserves products when a sales order is confirmed, if there’s enough […]
Purchase order (PO) approval is a system of checks and balances within a company to ensure responsible spending before a purchase is made. Here’s the basic idea: A department requests to buy something (goods or services) and creates a PO. The PO gets routed to authorized personnel for review. These reviewers might be department managers, […]
Sales quotations are thought of as the initial stage in producing sales orders. A customer or potential customer can learn more about the company’s products and services by referring to the sales quotation, which provides an accurate estimate of the cost of the goods and services. It serves as a business contract between the buyer […]
Learn how to set up warehouses in Odoo to receive incoming shipments in three steps: Input, Quality, and Stock. 00:00 – Introduction 1:24 – Enable Multi-Step Routes 1:51 – Enable 3-step receipts 2:14 – Storage Locations 2:32 – Step 1 – Input 4:02 – Step 2 – Quality Control 5:02 – Step 3 – Stock 5:45 – Conclusion Other lessons related to this video: – […]
Discover how large warehouses streamline their order fulfillment with Odoo. Configure clear picking operations to guide employees to storage locations and optimize travel time. 0:00 – Introduction 0:40 – Setup 1:51 – Setup Locations 2:50 – Create SO 3:55 – Add to Batch 4:52 – Batch Transfer 5:33 – Deliver: Stock to Output 6:32 – Deliver: Output to Customer 7:12 – […]
In this video, learn how to create and process quality alerts in the Odoo Quality app. 0:00 Introduction 0:35 Create alert in Quality app 1:15 Create alert from order 3:52 Create alert in Shop Floor 4:30 Fill out alert form 7:56 Manage alerts **Check out more Odoo tutorials** – Quality Overview: – Quality playlist: **App documentation** – […]
In this video, learn the ins and outs of manufacturing orders and the work orders within them. 0:00 Introduction 0:48 Create manufacturing order 3:08 MO components 3:27 MO work orders 4:05 Scheduled date 4:28 Confirm MO 5:30 Process work orders **Check out more Odoo tutorials** – Manufacturing Basics: – Manufacturing playlist: **App documentation** – All Manufacturing docs: […]