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Odoo 17’s Events module provides a streamlined platform to organize and manage events of all sizes. From small workshops to large conferences, the module offers a comprehensive set of tools to plan, execute, and analyze events. To create a new event, navigate to the Events app in your Odoo instance. Click on the “Create” button […]
Odoo 17 Maintenance module is designed to efficiently manage equipment upkeep and repair. A maintenance request is a formal record of a problem or required service for a piece of equipment. To create a maintenance request in Odoo 17, navigate to the Maintenance app and select “Maintenance Requests.” You’ll be prompted to provide details about […]
A quoted search for an exact match means enclosing your search term in quotation marks. This instructs the search engine to look for the exact phrase you entered, rather than individual words within the phrase. Example: Regular search: “” This will return results containing the words “Aksa” and “Foster ” in any contact. Quoted […]
Odoo 17 Helpdesk module simplifies managing customer inquiries and issues. To create a new helpdesk ticket, navigate to the Helpdesk app and click on the “Create” button. You’ll be given a form to fill in essential details about the ticket. Begin by providing a clear and concise subject line that accurately reflects the issue. […]
Odoo 17’s Field Service module provides a robust platform for efficient task management, ensuring seamless coordination and execution of field service operations. It serves as a centralized hub for creating, assigning, tracking, and completing tasks associated with service requests. The module allows users to generate tasks directly from service requests, ensuring no job falls through […]
The employee login screen in Odoo 18 POS is a feature that allows you to restrict access to the Point of Sale (POS) system to specific employees. This is crucial for maintaining security, tracking employee performance, and ensuring accountability. How it Works: Enable the Feature: You activate this feature in the Odoo 18 POS […]
Odoo 17’s Field Service module offers robust tools to streamline on-site operations; worksheet templates are a cornerstone of this efficiency. These templates serve as pre-designed structures for the work orders that field technicians generate. A worksheet template is a blueprint outlining the key information a technician needs to gather or complete during a service call. […]
How Bank Accounts Relate to Employees in Odoo Employee Record: In the employee’s form, you’ll find a field specifically for the bank account number. This is where you link the employee to a specific bank account for salary disbursement. goto employee module and choose an employee, select private information fill out bank account details save […]
Timesheet Reports in Odoo 17 Odoo 17’s Timesheet module offers robust reporting capabilities to provide valuable insights into employee productivity, project performance, and cost management. Businesses can effectively analyze time-tracking data with a range of pre-built reports and customization options. Key reports include the Timesheet Summary, which offers an overview of time spent on different […]
Approvals in Odoo 17 are a robust feature streamlining business processes by automating and tracking approvals across various departments. This feature enables organizations to configure customized approval workflows for different scenarios, such as: – Purchase orders – Sales orders – Expenses – Time off requests – Documents In Odoo 17, approvals are highly customizable, allowing […]
