Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
Odoo 18’s Purchase module offers a variety of views to streamline your procurement processes. These views provide different perspectives and functionalities to manage your purchasing activities effectively. Key Views in the Purchase Module: 1. Purchase Order View: Create and manage purchase orders. Add product lines, specify quantities, and set delivery dates. Track the status of […]
Tags in Odoo 18 are a powerful tool to categorize, filter, and search for information across various modules. By assigning relevant tags to records, you can: Improve Search: Quickly find specific records by searching for tags. Enhance Organization: Categorize and filter records based on tags. Streamline Workflows: Automate tasks and workflows based on tag-specific conditions. […]
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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 […]
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 […]
To unblock a payment in Odoo 18 Accounting, you can follow these steps: Go to the “Payments” menu. This is usually located under the “Accounting” app. Search for the payment you want to unblock. You can use the search bar or filters to find the specific payment. Open the payment record. Click on the payment […]
Odoo 18 and can be used to visualize data trends over time. Steps to add a trend line to a chart in Odoo 18: – Create or open a chart: Go to the module where you want to create a chart and open the chart designer. – Select the chart type: Choose a chart type […]
Cash basis accounting is a method of recording revenue and expenses only when cash is received or paid out. This means that transactions are recognized based on their actual cash flow, rather than when they are earned or incurred. Key points about cash basis accounting: – Revenue Recognition: Revenue is only recorded when cash […]
PDC (Post-Dated Cheque) is a feature in Odoo 17 Accounting that allows you to manage cheques that have been issued but not yet cashed. It’s a useful tool for tracking and managing future payments. Here’s a breakdown of how PDC works in Odoo 17 Accounting: Creating a PDC: 1. Go to the “Accounting” app. 2. […]
Reconciliation models in Odoo 17 Accounting are essential tools for ensuring the accuracy and consistency of your financial data. They provide a structured framework for matching bank statements with corresponding journal entries, identifying discrepancies, and resolving them efficiently. 1. Button to generate counterpart entry The exact type of button to generate a counterpart entry in […]
