Quotations are imported and exported in Odoo for several reasons, depending on the specific use case. Here are some of the most common scenarios: 1. Sharing quotations with customers: Exporting a quotation allows you to create a professional document that you can send to potential customers for review. This is useful for proposals, estimates, and price quotes. Once […]
In Odoo, you can import and export products and product categories using the built-in import/export functionality. This is a convenient way to manage large volumes of data or to perform bulk updates. Here’s a general guide on how to import and export products and product categories in Odoo: Importing Products and Product Categories: Prepare Data […]
When working with a database, it sometimes is necessary to export your data in a distinct file. With Odoo, you can export the values from any field in any record. #odoo16 To do so, activate the list view on the items that need to be exported, click on Action, and, then, on Export.Pretty simple, this action still comes […]
Importing data in Odoo 16 is crucial for businesses to improve efficiency and streamline processes. It allows for quick and accurate transfer of large amounts of information, saving time and resources. #odoo16 Video Chapters 00:00 – Introduction 00:23 – Export and Import product category 03:01 – Export and Import product Importing data is especially valuable […]
In Odoo, the purpose of importing customer invoices and vendor bills is to efficiently and accurately enter large volumes of financial transactions into the system. #odoo16 Video Chapters 00:00 – Introduction 00:48 – Import customer Invoice 12:12 – Import vendor bill Odoo is an open-source ERP (Enterprise Resource Planning) software that helps businesses manage various […]
In the context of Odoo, the term “lead” typically refers to a potential customer or prospect who has shown interest in your products or services but has not yet made a purchase. #odoopurchase Video Chapters 00:00 – Why import lead 00:47 – How to create an opportunity 02:13 – How to export lead /opportunity 03:55 […]
Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at In this video, learn how to manage contacts in Odoo, and import or export contacts. 0:00 – Introduction 0:45 – Contacts App (Breakdown) 1:33 – Adding Additional Contacts (Contacts and Addresses Tab) 2:32 – Sales […]
Importing your bank statements in Odoo Accounting allows you to keep track of the financial movements that occur in your bank accounts and reconcile them with the transactions recorded in your accounting. #odoo15accounting We recommend you use bank synchronization for more efficiency. Please read the related documentation: Bank Synchronization: Automatic Import. However, if you don’t […]
This video describes how you can import Customer Invoices in Odoo 14. You can import customer invoices data using either Excel (.xlsx) or CSV (.csv) formats. First Go to Accounting – Customers – Invoices and from the view select few records and come under action – click Export. Now you can see a window where […]