The purpose of the “Deliver content by Email” feature in Odoo 18 Sales is to streamline communication and enhance customer engagement throughout the sales process. It allows you to send emails directly from within the sales module, saving time and ensuring consistency in your messaging. Here are some key benefits of this feature: – Efficient […]
A proforma invoice is a preliminary invoice that serves as a commercial document issued by a seller to a buyer. It outlines the terms and conditions of a potential sale, including the description of goods or services, quantity, price, and payment terms. However, unlike a regular invoice, a proforma invoice is not a legal document […]
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The catalog view in Invoicing in Odoo is a powerful tool that allows you to manage your products and services efficiently. It provides a comprehensive overview of all your catalog items, including their names, descriptions, images, prices, and other relevant information. – Product management: You can create, edit, and delete products and services directly from […]
Odoo’s “Empty Location” is a special location that can be used to represent various scenarios where a physical location is not applicable or desired. It’s a versatile tool that can be used in different contexts within your Odoo system. 1. Products without a Physical Location: Virtual Products: If you sell digital products or services that […]
To import data into Odoo, you can follow these general steps: 1. Prepare Your Data: – Format: Ensure your data is in a compatible format like CSV, XLSX, or XML. – Structure: Make sure the data is structured correctly, with headers that match the relevant fields in Odoo. – Cleaning: Clean your data to remove […]
Odoo 18’s Document module, or Document Management, is a powerful tool for managing and organizing various types of documents within your business. It provides a centralized platform for storing, categorizing, sharing, and tracking documents of different formats, such as PDFs, Word documents, images, and more. For streamlined operations, such as approval processes – Document Storage: […]
The process of dragging and dropping attachments for importing in Odoo 18 is relatively straightforward. Here are the general steps involved: 1. Open the Odoo module where you want to import the attachments. This could be any module that supports file uploads, such as Sales, Purchase, or Inventory. 2. Navigate to the specific record where […]
Odoo 18 offers a revamped Debug mode that provides enhanced features and tools for developers to efficiently identify and fix issues within their Odoo applications. Here’s a breakdown of the key improvements and functionalities: 1. Enhanced Debugger: – Step-by-Step Execution: Navigate through your code line by line, examining variable values and function calls at each […]