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 […]
Invoicing policy in Odoo determines when a customer gets billed for a sales order. Odoo offers two main invoicing policy options: Invoice what is ordered: This is the default option in Odoo. The customer gets invoiced for the entire ordered quantity when the sales order is confirmed. This works well for situations where you typically […]
A bill control policy is a guideline that determines when and how a vendor is billed for goods or services. It is commonly used in the context of purchase orders, where it dictates the timing and quantity basis for creating invoices. #odoo17 #odoopurchase #odoofunctionalvideos There are typically two main options for bill control policies: Ordered […]
A customer account is an account established by the company for the customer to record the customer’s transactions related to service under one or more rate schedules. #odoofunctionalvideos #odoo17 The primary and most important feature of a customer account page is to allow shoppers to view order history. Here, shoppers can view all their orders, purchase amounts, and […]
Upselling is a sales strategy where a seller encourages a customer to purchase a more expensive or upgraded version of a product or service or to add on additional items. The goal is to increase the overall value of the sale and maximize revenue.Upselling is the process of delivering a higher quantity than the ordered […]
A proforma invoice is a preliminary bill of sale sent to buyers in advance of a shipment or delivery of goods. It provides detailed information about the products or services to be provided, including the quantity, price, and other relevant terms. However, unlike a commercial invoice, a proforma invoice is not a demand for payment […]
The process of configuring invoice process for a customer is known as Automatic Invoice. Customer invoicing is a crucial part of most business processes when selling a product or service. A customer gets notified about product details such as price, quantity, and more from an invoice. It is easy to know the total cost of […]
Print reports automatically at transfer validation. Define which report to print at the level of operation types. If no IoT printer is linked, the report is downloaded instead. #Odoo17 #OdooTips #OdooCommunity #odootutorials #odoo17features #odoo17release Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@cybrosys.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ Instagram: ➡️ Pinterest: #AutoPrint #Delivery […]
A separate discount account on an invoice refers to the accounting practice of recording discounts in a distinct account rather than combining them with the revenue or expense accounts. This separation allows for better tracking and reporting of discounts, providing transparency in financial statements. When a business provides discounts to customers, whether they are trade […]
Analytic accounting helps you track costs and revenues, as well as analyze the profitability of a project or service. When creating your journal entries, the analytic widget allows the distribution of costs in one or more analytic accounts. Analytic accounts The analytic accounts give an overview of your costs and revenue. Access your existing analytic […]
