Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
In Odoo, a Scheduled Action (also called a cron job). Scheduled Actions in Odoo are automated tasks that run at set intervals without user input. They are used for things like sending reminder emails, updating reports, or cleaning up old data. You can set them up in Settings → Technical → Scheduled Actions, choosing: What […]
In this video, we’ll take a look at the Order Lines tab in Odoo, which is the first step when creating a quotation and adding products.The Order Lines tab is the first section you’ll encounter when creating a quotation in Odoo, where you can add products and their quantities. There are two ways to add […]
In Odoo 18, landed costs represent the total expenses incurred to bring a product to your warehouse, encompassing the purchase price, shipping fees, insurance, customs duties, taxes, and other related charges. Accurately accounting for these costs ensures precise inventory valuation and profitability analysis. Configuring Landed Costs in Odoo 18: Enable the Landed Costs Feature: Navigate […]
In Odoo, actions are predefined operations that determine what happens when a user interacts with a menu item, button, or other UI elements. Actions define how views, reports, wizards, or other operations behave in response to user input. Types of Actions in Odoo Window Actions (ir.actions.act_window) Used to open views (form, tree, kanban, etc.). Example: […]
In this video, we’ll cover the ‘Other Info’ tab in Odoo Sales, which helps manage key details for your quotations. The Other Info tab in Odoo provides additional settings for quotations, divided into four sections. The Sales section lets you assign a salesperson, sales team, and company (useful in multi-company environments). You also have the […]
In Odoo, menus are part of the user interface that help users navigate to different features and functionalities within each module. Menus are structured hierarchically: main menus, sub-menus, and menu items (actions or views). Here’s a breakdown of menus in Odoo: 🔹 1. Main Menus These are the top-level categories visible on the top bar […]
In Odoo, a menu is a navigation element that allows users to access different modules, views, and functionalities. Menus help to structure the interface, making it easier to navigate through various features. Types of Menus in Odoo Main Menu (Top-Level Menu) Displays primary modules such as Sales, Purchase, Inventory, Accounting, etc. Found in the top navigation […]
This video provides an in-depth look at the Invoice Format Editor, a custom module designed for Odoo 18. This module enables users to configure and customize invoice templates effortlessly, ensuring that invoices align with their business requirements. Viewers will gain insights into the module’s key features, how it enhances the invoicing process, and a step-by-step […]
Creating a model in Odoo 18 involves defining a new database structure to represent your business data and creating corresponding views for user interaction. Here’s a step-by-step guide to help you through the process: 1. Set Up Your Module Structure Begin by creating a new module to house your custom model. This approach ensures that […]
This video provides an overview of the ‘Send WhatsApp Message Odoo 18’ module, a custom tool designed to enable users to send messages directly to their contacts via WhatsApp Web from within Odoo. By integrating WhatsApp messaging, this module enhances communication efficiency, allowing businesses to connect with customers and partners seamlessly. App Link: #Odoo18 #WhatsApp […]
