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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 […]
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 […]
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 […]
In odoo 17, you can view the edit history or revision history of a record to see who made changes and when those changes were made. This is useful for tracking changes and collaborating with others on #odoo platform. #odoo17 #odootutorials #odoo17features #odoo17release Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@cybrosys.com ➡️ Twitter: ➡️ […]
Let’s see how to customize the invoice template in Odoo 17. Go to the general settings of odoo. under the company section, you can customize the invoice template click on Configure document layout Here, you can set the layout and font. As you have given the logo of the company while creating the company, the company […]
Lets see how to get total and subtotal in #odoo17 1. Go to the accounting module , choose a report from the reporting tab. Here we couldn’t get the total and subtotal. 2. Now go to configuration settings enable total and subtotal in reports and save the changes. 3. You could find the change in […]
Odoo provides some extra tools to increase employee productivity and keep your files organized, making those paperless and less time-consuming. In this webinar, we will be introducing some extra tools in odoo including Documents, Dashboards, Spreadsheets, Data Cleaning, Knowledge, Discuss, Calendar, Notes, and VOIP. Video Chapters 01:33 Agenda 10:00 Dashboard Module 17:04 Document Modules 47:58 Document Request […]
