This video covers the case of how we can pass the data to the browser, which can be done with the help of controllers. Controllers serve as intermediaries between the front-end of a web application and its back-end. They interpret requests made by the browser and determine how to respond, often by retrieving data from a […]
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 […]
Odoo 17 CRM allows you to track why you lose sales opportunities with “Lost Reasons.” This helps analyze your sales process and identify areas for improvement. Here’s how to configure lost reasons in Odoo 17 CRM: Accessing Lost Reasons: Navigate to CRM: Head over to the CRM module within your Odoo 17 instance. Configuration Menu: […]
Lot management is a powerful tool for keeping track of groups of products with shared characteristics. Here’s how you can use lots to manage your inventory: 1. Define your Lots: A lot, or batch, refers to a group of products produced together under similar conditions. This commonality could be based on: Production date Manufacturing line […]
Odoo can automatically generate expenses from emails to streamline the expense reporting process. This feature is particularly useful for: Employees without access to the Expense module: If an employee doesn’t have permission to use the Odoo Expense app directly, they can submit expenses by forwarding receipts or expense details via email. Improved Efficiency: Even for […]
Odoo 17 empowers you to set up sales credit limits, helping you manage customer payment risks and maintain control over outstanding balances. 00:00 Intro 00:13 Enable sales limit 00:55 Create quotation 2:23 set limit for customer Activating the Feature: Access Accounting Settings: Navigate to the Accounting module and click on “Configuration” followed by “Settings.” Enable […]
The customer address in Odoo serves several important purposes within the software’s functionalities: Identifying and Contacting Customers: The primary function is to establish the location and contact details of a customer. This includes information like street address, city, state, zip code, and phone number. With this information, Odoo facilitates various actions, like: Sending quotations, sales […]
Odoo 17 Helpdesk Teams: Streamlining Customer Support 00:00 Intro 00:40 helpdesk team 1:08 Visibility and assignment 4:18 Channels 5:28 Help center 6:59 Track & Bill 7:30 Performance 8:06 Self-service 8:49 After sales Odoo 17 offers a robust Helpdesk module to manage customer support requests through a ticketing system. But the real power lies in its […]
In Odoo, a serial number is a unique identifier assigned to an individual product to track its movement throughout the supply chain. It’s one of the two main methods for product traceability within the software, alongside lot numbers which identify batches of products. Here’s a breakdown of serial numbers in Odoo: Function: Serial numbers distinguish […]
The “Closest Location” Removal Strategy in Odoo For the Closest Location Removal Strategy, products are picked based on the alphanumeric order of storage location titles.The goal of this strategy is to save the warehouse worker from taking a long journey to a farther shelf when the product is also available at a closer location. A product is […]