Learn how to create a survey in Odoo 18 step by step. In this video, we’ll show you how to set up a new survey, add different question types, apply scoring or conditional logic, and share it with your audience. Whether you want to collect customer feedback, employee responses, or market research data, Odoo’s Survey […]
The General Ledger Dashboard in *Odoo 18* gives you a complete overview of all your company’s accounts in one place. In this video, we’ll walk you through how Odoo organizes your ledger with debits, credits, and balances across accounts like cash, receivables, payables, sales, and taxes. You’ll learn how to drill down into journal items, […]
Closing your books is one of the most important tasks in accounting. Once transactions are finalized, you don’t want anyone to accidentally (or intentionally) make changes to past records. That’s where Lock Dates in Odoo 18 come in! Lock Dates are essential for businesses of any size. They protect your books, give confidence in your […]
Odoo 18 introduces a powerful feature that allows you to manage user sessions and devices effectively. This enhancement provides greater control over your Odoo instance’s security and performance. Understanding the Feature – User Sessions: These are temporary connections between a user and the Odoo system, initiated by a successful login. – Device Management: This feature […]
Odoo 18 allows you to search for contacts by their address using the search bar in the contact list view. Here’s how to do it: – Go to the Contact List View: Open the “Contacts” app and go to the list view. – Use the Search Bar: In the top right corner of the list […]
Sharing accounts between companies in Odoo is a feature that can be beneficial in certain scenarios, particularly when dealing with: 1. Consolidated Financial Reporting: Parent-Subsidiary Relationships: If you have a parent company with several subsidiaries, sharing accounts can simplify the process of consolidating financial statements. You can create a single chart of accounts for the […]
Odoo offers robust tools to manage sales commissions effectively. It provides flexibility to configure various commission structures based on different criteria like sales amount, product category, sales person, and more. Key Features and Configuration Commission Types: – Fixed Percentage: A set percentage of the total sales amount. – Product-based: Commission based on specific product margins […]
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 […]
In Odoo 18, the term “passkey” refers to an administrative functionality, not the new web standard Passkeys. There are two main contexts where you might encounter it: Admin Passkey Module: This is a third-party module available on the Odoo Apps Store. It allows an administrator to log in to the system using any user’s login […]
Under Warranty in Odoo 18 Field Service Before we dive into the specifics, it’s important to clarify what you mean by “Under Warranty” in the context of Odoo 18 Field Service. Are you referring to: Product Warranty: Tracking the warranty status of products involved in service calls or repairs. Service Contract Warranty: Managing warranty periods […]