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Odoo Accounting have a built-in feature for group payments. Existing Features: Multiple Invoices: Create multiple invoices for the same customer or vendor. Select the invoice/bill and goto the action button and choose pay. When you try to register payment, enable the feature Group payment Use the “Group payment” feature to merge them into a single invoice. […]
Combo products in Odoo 18 are a powerful tool that allows you to create and sell bundles of products or services as a single unit. This feature can be beneficial for various business scenarios, such as: Product bundles: Offering a group of related products at a discounted price. Service packages: Bundling multiple services into a […]
Event stages in Odoo 17 are crucial for managing the lifecycle of an event. They represent an event’s different phases, from initial planning to completion. These stages provide a structured framework for organizing tasks, tracking attendee progress, and ensuring smooth event execution. Odoo offers flexibility in defining event stages to suit various event types. Common […]
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. […]