In this video, we walk you through the process of setting up a Pass-Fail quality check using the Quality module in Odoo 18. Perfect for ensuring consistent product standards, this type of check is ideal for quick go/no-go inspections during manufacturing or inventory operations. 🛠️ What you’ll learn: How to configure a quality control point […]
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Automatic transfers in Odoo Accounting can be used for various purposes, such as: Inter-company transactions (when dealing with multiple companies in Odoo) Currency revaluation (adjusting accounts based on exchange rates) Accrual accounting (recognizing revenue/expenses in the correct period) Bank statement reconciliation (moving funds between accounts automatically) 🔹 How to Set Up Automatic Transfers in Odoo […]
In Odoo 18, you can configure an authorized signatory on invoices by adding a signature field to your invoice templates. Here’s how to set it up: Access the Invoicing Module: Navigate to the Invoicing module from the Odoo dashboard. Modify the Invoice Report Template: Go to Configuration — Templates. Locate the invoice report template, typically […]
Clean Up Your Contact List: A Guide to Deduplication in Odoo 18 Keep your contact database organized and efficient with Odoo 18’s powerful deduplication tool. This video will show you how to identify and merge duplicate contacts, ensuring a clean and accurate contact list. Key Topics Covered: Understanding Duplicate Contacts Accessing the Deduplication Menu Configuring […]
Odoo provides a robust system for managing coupons, allowing you to create targeted promotions and discounts to boost sales. Here’s a breakdown of how to set up and utilize coupons in Odoo Sales: Creating a Coupon Program 1. Navigate to Sales: Go to the Sales app in your Odoo instance. 2. Access Coupon Programs: Under […]
Odoo provides a robust framework for implementing loyalty programs within your sales operations. These programs can significantly enhance customer retention, encourage repeat business, and drive overall sales growth. Here’s a breakdown of how you can leverage Odoo to create effective loyalty programs: Key Features and Benefits: 1. Points-Based System: – Assign points for purchases based […]
Vendor Price Lists in Odoo 18: A Comprehensive Guide Vendor Price Lists in Odoo 18 are a powerful tool for streamlining your procurement process and ensuring accurate pricing. By creating and managing vendor-specific price lists, you can efficiently compare prices, negotiate better deals, and optimize your purchasing decisions. Key Features of Vendor Price Lists in […]
Unleash the Power of Data-Driven Procurement with Odoo 18 Purchase Analysis Discover how Odoo 18’s powerful Purchase Analysis tool can revolutionize your procurement process. Gain valuable insights into purchasing data, make informed decisions, and optimize your operations. In this video, you’ll learn: – How to access and navigate the Purchase Analysis dashboard – How to […]
Odoo 18 allows you to search for contacts by their address using the search bar in the contact list view. Here’s how to do it: – Go to the Contact List View: Open the “Contacts” app and go to the list view. – Use the Search Bar: In the top right corner of the list […]