While working with your opportunities, you might lose some of them. You will want to keep track of the reasons you lost them and also which ways Odoo can help you recover them in the future. Mark a lead as lost While in your pipeline, select any opportunity you want and you will see a […]
This is the latest feature in odoo 14 where users can view the dashboard for the purchase module. When you open the purchase module above the list view of purchase orders and quotations you can see a dashboard with a lot of details including the status of all RFQ’s and my RFQ’s with a count […]
To create a Customer in Odoo 14 Community, Go to Sales – Orders – Customers: When you click the CREATE button it shows a form to create a new customer record. Customer form contains fields such as Name of the individual/company, Company Address, VAT, Phone, Mobile, Email, Website Link, customer Tags. It is possible to […]
Odoo Accounting Journal Entries: An accounting journal is a record of transaction exchanges requested by date, these transactions are recorded in the name of journal entries. Each journal entry shows account names and their credits and debit values. In Odoo we can create different types of journals. Sales, Purchase, cash, Bank, and miscellaneous are the […]
Blogs are imminent methods to share and pass information product or service provider company should be updating its customers and others about the advancements and various aspects regarding the technology and methodologies of operation with blogs. Moreover, blogs can be a major platform for you to market your companies products and services to customers. Furthermore, […]
Manufacturing a product involves so many processes including identifying the raw materials to build the product, setting a workstation for processing the raw materials, tracing the product movement, managing by product variants, etc. Improper management of these factors creates manufacturing delays and delayed production may even root for cancellation of the order and thereby financial […]
In inventory management, the supply chain strategy determines when products should be fabricated, delivered to distribution centers, and made available in the retail channel. This kind of strategic process can be configured using Routes, featuring Pull and Push Rules. Once everything is properly configured, the inventory app can automatically generate transfers following the instructions given […]
Lead times are nothing but the time expected to receive, deliver, or manufacture products. One can configure the lead time for purchase, sales, and manufacture. The vendor lead time is the time demanded by the vendor to deliver a product. On the other hand, customer lead time denotes the time needed for delivering products to […]
A good warehouse implementation takes care that products automatically move to their appropriate destination location. To make that process easier, Odoo uses Putaway rules. These are the rules of actions that have been described in the Odoo platform which will be used at the time of the purchase and incoming shipment of the products. It […]
This video explains How to create a Purchase Order in Odoo 14 Community. For most of your everyday purchases, chances are you already know where to purchase and at what price. For these cases, a simple Purchase Order (PO) will allow you to handle the whole process. The PO will generate an invoice, and depending […]
