Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
Consolidating Subscription Billing in Odoo 18 Sales Odoo 18 offers a streamlined way to consolidate multiple subscription orders into a single invoice, simplifying your billing process. Here’s a step-by-step guide: 1. Enable Consolidated Billing: Navigate to Settings — Configuration — Invoicing. Check the box for Consolidate Subscriptions Billing. Save the changes. 2. Create Multiple Subscription […]
What is a Pricelist? A pricelist in Odoo is a set of rules that determine the selling price of products for specific customers or customer groups. It allows you to: – Set base prices: Define the default selling price for each product. – Apply discounts: Implement fixed discounts, percentage discounts, or discounts based on quantities. […]
Cross-Selling in Odoo: A Comprehensive Guide Cross-selling is a powerful sales technique that involves recommending complementary or related products to a customer who is already considering a purchase. By strategically suggesting additional items, businesses can increase average order value and customer satisfaction. Odoo, a comprehensive suite of business management applications, provides effective tools to implement […]
Odoo 18 provides a straightforward way to manage your vendors. Here’s a step-by-step guide on how to create a new vendor: 1. Navigate to the Purchase App: Log in to your Odoo instance. Go to the “Purchase” app. 2. Create a New Vendor: Click on the “Create” button. A new form will appear. 3. Fill […]
In Odoo, Units of Measurement (UoM) allow you to manage quantities in different units and ensure that operations like purchases, sales, and stock movements are consistent and accurate across the supply chain. UoM in Odoo can handle various unit conversions, making it flexible for inventory and sales management. Here’s an overview of how it works: […]
In Odoo, automatic invoicing is a feature that allows you to generate invoices automatically under specific conditions. This can streamline your invoicing process and reduce manual effort. How it Works: Enable Automatic Invoicing: Go to Sales — Configuration — Settings. Under the Invoicing Policy section, select “Ordered Quantities”. Enable the “Automatic Invoice” option. […]
Streamline Your Procurement Process: Mastering Purchase Order Approvals in Odoo 18 Learn how to efficiently manage and control your purchase order approvals in Odoo 18. This video will guide you through the step-by-step process of setting up approval workflows, assigning approvers, and tracking the progress of purchase orders. Key topics covered: – Configuring approval workflows […]
Analyzing Profit on Sales Orders in Odoo 18 Odoo 18 offers a robust framework to analyze the profitability of sales orders. Here’s a comprehensive guide: 1. Understanding the Components: Before diving into the analysis, it’s essential to understand the key components: * Sales Price: The total amount charged to the customer. * Cost of Goods […]
Understanding the Upgrade Code Command in Odoo 18 Odoo 18 introduced a new command-line tool, upgrade_code, designed to streamline the migration process from older Odoo versions. One of its primary functions is to automatically replace deprecated tree views with the newer list views. How to Use the upgrade_code Command * Open your terminal and navigate […]
Odoo 18 offers a built-in feature to lock confirmed sales orders, ensuring data integrity and preventing accidental modifications. Here’s a step-by-step guide: 1. Enable the “Lock Confirmed Sales” Feature: * Go to Settings within the Sales module. * Find the “Lock Confirmed Sales” option and enable it. * Save the settings. 2. Confirm the Sales […]
