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In Odoo ERP, efficiently creating and managing customers is pivotal for maintaining strong relationships and ensuring smooth business operations. By leveraging Odoo’s customer management features, businesses can streamline the process of capturing, organizing, and engaging with their clientele. In this guide, we’ll explore the steps involved in creating new customer records, managing customer data, and […]
Creating and managing users on Odoo ERP is essential for maintaining efficient and secure access to your system. With Odoo’s user management features, you can easily control who has access to different modules and functionalities within your ERP system. In this guide, we’ll walk through the process of setting up new users, managing their permissions, […]
Automatic receipt printing is a feature offered by point-of-sale (POS) systems . It allows a receipt to be printed automatically upon completion of a sale or order, without the need for manual intervention. Set up receipts by going to Point of Sale ‣ Configuration ‣ Point of Sale, selecting a POS, and scrolling down to the Bills & […]
Imagine you’re working as a waiter at a restaurant that uses Odoo 17 with Early Receipt Printing enabled. Here’s how it might play out: A group of four friends arrives and places their orders. As you take their orders in the PoS system, you can choose to print an Early Receipt for each individual meal instead of […]
The “Allow Ship Later” functionality in Odoo 17 POS allows you to process sales orders where the customer receives the products at a later date, separate from the initial payment. This caters to scenarios where: Products are out of stock: The POS order can be confirmed and payment collected even if the items are unavailable for […]
Odoo 17’s inventory management system offers granular control over user access through its access rights functionalities. This ensures that users can only view, edit, or create specific inventory data based on their roles and responsibilities within the organization. Understanding Access Levels: Odoo User Groups: The foundation of access control lies in user groups. Each user belongs […]
Internal notes in a POS (point of sale) system are comments or messages added to a transaction or customer record that are not visible to the customer. They are used for communication and information sharing among staff members. Here are some common uses of internal notes in POS: Special instructions: Noting specific customer requests like “gift […]
You can use customer notes to include messages for the customer on their receipt. Notes allow you to include greetings, thank you messages, or even gift receipt instructions, creating a more personalized touch for the customer. #odoo17 #odootutorials #odoofunctionalvideos Notes become part of the order record, allowing staff to reference past purchases, customer preferences, and […]
A line discount in a POS system refers to a reduction in the price of a specific item on a customer’s bill. It’s different from a total order discount, which applies to the entire purchase. Line discounts offer several advantages: Promotional flexibility: You can provide discounts on particular products to clear out inventory, run targeted promotions, […]
A global discount is a reduction in the total price of an order or invoice, typically applied after other discounts have been taken into account. It’s different from a regular discount, which can be applied to individual items or subgroups of items. Here are some contexts where you might encounter global discounts: Retail Many online stores […]