Reconciliation models in Odoo 17 Accounting are essential tools for ensuring the accuracy and consistency of your financial data. They provide a structured framework for matching bank statements with corresponding journal entries, identifying discrepancies, and resolving them efficiently. 1. Button to generate counterpart entry The exact type of button to generate a counterpart entry in […]
To generate leads from Odoo 18 events, you can leverage the event module’s built-in functionality and potentially integrate with other modules like CRM or marketing automation. Here’s a step-by-step guide: 1. Set up Events: – Create events with relevant details like name, start/end dates, location, and description. – Assign responsible users and categories for better […]
An authorized signatory is an individual legally empowered to sign documents on behalf of a company or organization. In the context of an invoice, this person is typically responsible for approving the invoice’s contents and authorizing its issuance. Importance of an Authorized Signatory Legal Validity: The signature of an authorized signatory lends legal validity to […]
Odoo 17 Accounting offers a convenient batch payment feature that allows you to process multiple payments simultaneously, saving you time and effort. Here’s a step-by-step guide on how to use it: 1. Access the Batch Payments Screen: Open Odoo 17 Accounting and navigate to the “Payments” menu. Click on the “Batch Payments” option. 2. Create […]
Event stages in Odoo 17 are crucial for managing the lifecycle of an event. They represent an event’s different phases, from initial planning to completion. These stages provide a structured framework for organizing tasks, tracking attendee progress, and ensuring smooth event execution. Odoo offers flexibility in defining event stages to suit various event types. Common […]
Welcome back to the Kodershop YouTube channel! In this video, we’re diving into how to make down payments with Odoo 17. Down payments are a great way to secure sales and manage your cash flow effectively. We’ll guide you through the steps from creating a sales order and setting up a down payment, to invoicing […]
Leases are the lifeblood of any property management operation. With the Leases section of our Property Management module, you can streamline every aspect of lease management. Discover how Odoo’s Leases section lets you effortlessly create agreements, save time and ensure consistency across all your leases. In this video, we’ll explore the detailed features of the […]
1. Internal user: 1.1. Consolidation user: In Odoo, there isn’t a specific user type called a “consolidation user”. The consolidation process is handled through the Odoo Consolidation module, which is designed for users with accounting permissions. Here’s a breakdown of how Odoo Consolidation works: Functionality: It allows you to generate consolidated financial reports by combining […]
The main purpose of a custom header and footer in Odoo POS is to personalize your receipts with additional information beyond the standard Odoo output. This can be useful for: Branding: Including your company logo, name, and slogan in the header can increase brand recognition on every receipt. Promotional messages: You can use the footer […]
In Odoo 17, a Many2many field represents a many-to-many relationship between two models. It allows you to link multiple records from one model to multiple records in another model. Each record in the first model can be linked to one or more records in the second model, and vice versa. You can empty a Many2many […]