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Odoo’s budget management functionality allows you to create financial plans and track how your actual income and expenses compare to those plans. It helps businesses gain control over their finances by: Setting Financial Goals: Define planned amounts for income and expenses for specific periods (months, quarters, years). Categorizing Spending: Create budgetary positions that group related […]
Odoo 17’s Field Service module provides a robust platform for efficient task management, ensuring seamless coordination and execution of field service operations. It serves as a centralized hub for creating, assigning, tracking, and completing tasks associated with service requests. The module allows users to generate tasks directly from service requests, ensuring no job falls through […]
Approvals in Odoo 17 are a robust feature streamlining business processes by automating and tracking approvals across various departments. This feature enables organizations to configure customized approval workflows for different scenarios, such as: – Purchase orders – Sales orders – Expenses – Time off requests – Documents In Odoo 17, approvals are highly customizable, allowing […]
In this video, learn how to resolve warnings from the main dashboard in the Payroll application. **Check out more Odoo tutorials** – Human Resources Basics: – Human Resources playlist: **App documentation** – Work Entries: – All Payroll docs: **See what Odoo can do for you!** – Schedule a demo: – Start a free trial: #Manage #Warnings […]
In this video, we explore how to efficiently manage employee expenses using Odoo 17. Whether you’re a business owner or manager, this guide will help you streamline the process of tracking, approving, and reimbursing expenses. We’ll walk you through the typical workflow: capturing receipts, creating expense entries, and compiling them into a report for approval. […]
Managing User Sessions and Devices in Odoo 18 Efficiently managing user sessions and devices is crucial for security, performance, and user experience in Odoo. By tracking user activity, you can: Identify potential security threats Optimize system performance Enhance user accountability Improve application usage analytics Odoo’s Built-in Features While Odoo 18 doesn’t offer a dedicated module […]
See more details here! In today’s video, we’ll dive into an essential aspect of managing your finances in Odoo: handling Vendor Refunds. If you’ve ever had to deal with returned products, damaged goods, or invoice mistakes, this guide is for you. We’ll walk you through the process of creating and managing credit notes and refunds. […]
A manufacturing backorder in Odoo refers to a situation where you cannot fulfill the entire quantity of a product requested in a manufacturing order because of insufficient inventory for components. It essentially allows you to record the remaining demand and schedule production for it later. Ensures customer orders are captured even if you can’t fulfill them […]
Odoo 17 offers a robust system for managing your products and inventory. While individual products are essential building blocks, the “Packages” functionality takes things a step further, allowing you to create and manage bundled products strategically. This 400-word breakdown explores the power of packages in Odoo 17. Understanding Packages: Grouping Products: Packages let you combine […]
In Odoo, BOM stands for Bill of Materials. It’s essentially a recipe or blueprint for a manufactured product or kit. It lists out all the individual components required, along with their exact quantities, to create the finished good. Odoo’s BOM functionality goes beyond just a parts list, however. It can also include: Assembly instructions: You […]