Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
Return for Exchange in Odoo is a process where a customer returns a product to a company and receives a different product in exchange. This feature is typically found in inventory management modules and allows for seamless handling of product returns and exchanges. Here’s a breakdown of the process: – Customer Initiates Return: The customer […]
View button is a new feature in odoo 18 contact module. Activate developer mode. Goto contact module — configuration — contact title. provides the ability to switch between the open_form_view button column and the list’s editable and debug-mode-activated states. When these criteria are met, the toggler appears inside the dropdown of the optional columns. Regarding the […]
The top bar in Odoo 18 Projects is a crucial component that provides quick access to various functionalities within the project management module. It is designed to enhance user experience and streamline project navigation. Key Elements of the Top Bar: 1. Project Name: The project name is displayed prominently at the top left corner, indicating […]
Odoo 18 Accounting provides a comprehensive module for managing credit cards, allowing businesses to efficiently track and process credit card payments. Here’s a breakdown of the key features and functionalities: Key Features: – Payment Processing: Seamlessly integrate with popular payment gateways like Stripe, PayPal, and Authorize.net to process credit card payments directly within Odoo. Configure […]
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 Accounting have a built-in feature for group payments. Existing Features: Multiple Invoices: Create multiple invoices for the same customer or vendor. Select the invoice/bill and goto the action button and choose pay. When you try to register payment, enable the feature Group payment Use the “Group payment” feature to merge them into a single invoice. […]
1. Open the Draft Invoice: Go to the “Sales” app and select “Invoices.” Find the draft invoice you want to pay and click on it to open it. 2. Open the Payment Register: In the invoice form, locate the “Payments” section. Click the “Register Payment” button. 3. Enter Payment Details: In the “Payment Register” window, […]
Odoo offers several ways to work with HTML, depending on your specific needs and the module you’re using. Here’s a breakdown: 1. HTML/CSS Editor: – Provides a dedicated tool for advanced customization of your website’s appearance. – Allows direct editing of HTML and CSS code. – Offers a code editor interface for precise control over […]
Company forms, verifies, and issues a purchase order to a vendor for €100.00 for ten products or services. To finalize the order, the vendor requests a 10% deposit or down payment. We get a charge for €100.00 for one time down payment (no product). The purchase matching smart button may be seen on the bill, and it shows the order lines as well as the down payment. Choose both, then click “Add to PO.” Increase the down payment. The PO now has a new down payment line with a billed quantity. (Editing this line should be prohibited.) We also receive the final invoice for a total of €900.00 when we receive the inventory: Ten items/services at €100.00; down payment reduction: one product at €100.00 (label only); Four matchable lines are now displayed by Purchase Matching: the PO line for goods or services, the bill line for the same goods, The lines for the down payment paid on the bill and the down payment line from the PO The product lines and purchase order will be designated as completely invoiced when all lines are selected and “Match” is clicked. This will link the down payment lines and reduce the billed quantity to zero. #Odoo18 #Odoo #PurchaseApp #BillPOMatching #DownPayments #Procurement #ERP #BusinessEfficiency #Accounting #Finance #PurchaseOrders #BillMatching #OdooTutorial #ERPSoftware #OdooPurchaseApp #OdooFinance #BusinessManagement #AccountingSoftware Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ Instagram: ➡️ Pinterest: #BillPO #Matching #Payments #Odoo #Purchase […]
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 […]
