Odoo 17 Maintenance module is designed to efficiently manage equipment upkeep and repair. A maintenance request is a formal record of a problem or required service for a piece of equipment. To create a maintenance request in Odoo 17, navigate to the Maintenance app and select “Maintenance Requests.” You’ll be prompted to provide details about […]
Odoo 17 Helpdesk module simplifies managing customer inquiries and issues. To create a new helpdesk ticket, navigate to the Helpdesk app and click on the “Create” button. You’ll be given a form to fill in essential details about the ticket. Begin by providing a clear and concise subject line that accurately reflects the issue. […]
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 […]
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 17 Website offers a robust e-commerce platform to turn your vision of online sales into reality. This comprehensive guide explores the functionalities of the Odoo 17 Website, empowering you to establish and manage a thriving online store. Building Your Online Presence: Effortless Website Creation: Odoo 17 Website provides a user-friendly interface with drag-and-drop functionalities. […]
Odoo 17 Sales Teams: Streamlining Your Sales Force Odoo 17 equips you with a robust Sales Team functionality to organize, manage, and track your sales personnel. This integrated system fosters collaboration, boosts efficiency, and empowers you to gain valuable insights into your sales pipeline. Creating and Configuring Sales Teams Setting Up: Navigate to the CRM […]
Odoo 17 offers a robust system for managing your products and inventory. While individual products are essential building blocks, the “Packages” functionality takes things a step further, allowing you to create and manage bundled products strategically. This 400-word breakdown explores the power of packages in Odoo 17. Understanding Packages: Grouping Products: Packages let you combine […]
In Odoo, BOM stands for Bill of Materials. It’s essentially a recipe or blueprint for a manufactured product or kit. It lists out all the individual components required, along with their exact quantities, to create the finished good. Odoo’s BOM functionality goes beyond just a parts list, however. It can also include: Assembly instructions: You […]
A credit note in Odoo is a document used to record a decrease in the amount a customer owes the business. There are a few common reasons why you might create a credit note in Odoo: A customer returns products: If a customer returns products that they previously purchased, you can create a credit note […]
Odoo, an open-source business management software, offers features to automate document generation based on emails. Here’s a real-time scenario for a possible implementation: Scenario: Automatic Sales Order Confirmation via Email Customer Sends Email: A customer sends an email to the sales alias (e.g., [email address removed]) expressing their intent to purchase specific products. The email […]
