Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
Odoo 18 Full Accounting Kit for Community 00:00 – 00:47 — Introduction 00:47 – 04:00 — Asset Management 04:00 – 05:45 — Post-Dated Cheque(PDC) 05:45 – 06:47 — Reconciliation 06:47 – 08:46 — Lock Dates 08:46 – 11:03 — Recurring Payments 11:03 – 12:36 — Customer Credit Limit 12:36 – 13:37 — Customer Followup 13:37 […]
To add a new vehicle in Odoo 18’s Fleet Management module, follow these steps: Access the Fleet Application: Navigate to the Fleet app from your Odoo dashboard. Initiate a New Vehicle Entry: On the Vehicles page, click the “New” button located in the top-left corner. This action will open a blank vehicle form. Odoo Fill […]
In the export screen, the default fields and their display order now match the underlying list view. Go to any module and choose a record in list view. Select action click on export. This pops up the widget, which has the default fields of the list view. #Odoo18 #OdooTutorial #OdooExports #OdooFeatures #ERP #BusinessSoftware #DataManagement #TechTutorial #SoftwareTutorial #OpenSource #DataAnalysis #Productivity […]
In Odoo, the Deadline field in the To-Do module is used to set a due date for a task. This helps users keep track of deadlines and manage their workload efficiently. How to Use the Deadline Field: Navigate to the To-Do Open an existing task or create a new one. Find the “Deadline” field – […]
Dealing with expired or canceled subscriptions? Learn how to close them in Odoo 18 properly! This video solves the common problem of messy subscription records, showing you the clear steps to organize your data. Watch now to improve your subscription workflow! This Odoo 18 tutorial provides a comprehensive guide on how to close subscriptions. We’ll […]
Establishing accurate opening balances is crucial when setting up your accounting records in Odoo 18, as they reflect your company’s financial position at the start of a fiscal period. Here’s how you can manage opening balances in Odoo 18: 1. Using the Chart of Accounts: Odoo 18 allows you to input opening balances directly through […]
1. Understanding PDC Workflow A Post Dated Cheque (PDC) is a cheque issued with a future date. It should not be considered as received cash until the date arrives and the cheque is cleared by the bank. Basic Workflow in Odoo 18 Receive the PDC – Record it as a pending transaction. Hold in a […]
Odoo 18 Helpdesk offers customer rating functionality to gather feedback on your support services. Here’s a breakdown of how it generally works and what you can expect, based on Odoo’s typical implementations and available information: Key Features and Concepts: Ticket Rating: Customers can rate their satisfaction with the resolution of their helpdesk tickets. This is […]
In Odoo, a helpdesk report provides valuable insights into your support operations. Here’s a breakdown of how to access and interpret helpdesk reports in Odoo: Accessing Helpdesk Reports Navigate to the Helpdesk Application: Open your Odoo instance. Click on the “Helpdesk” application icon. Go to Reporting: In the Helpdesk application, look for the “Reporting” menu. […]
Automatic transfers in Odoo Accounting can be used for various purposes, such as: Inter-company transactions (when dealing with multiple companies in Odoo) Currency revaluation (adjusting accounts based on exchange rates) Accrual accounting (recognizing revenue/expenses in the correct period) Bank statement reconciliation (moving funds between accounts automatically) 🔹 How to Set Up Automatic Transfers in Odoo […]
