Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
In Odoo 18, you can configure an authorized signatory on invoices by adding a signature field to your invoice templates. Here’s how to set it up: Access the Invoicing Module: Navigate to the Invoicing module from the Odoo dashboard. Modify the Invoice Report Template: Go to Configuration — Templates. Locate the invoice report template, typically […]
In Odoo 18 Inventory, Scrap refers to the process of removing damaged, defective, or obsolete products from your inventory. This is done to ensure that only usable and sellable products remain in stock. Here’s how it works: Create a Scrap Order: Navigate to Inventory — Operations — Scrap. Click “Create” to start a new scrap […]
How to Create a Todo List in Odoo 18: A Step-by-Step Guide Learn how to effectively manage your tasks and boost productivity with Odoo 18’s To-Do app. This video will guide you through creating and organizing to-do lists, setting deadlines, and tracking progress. Key Topics Covered: Creating a New To-Do List Adding Tasks to a […]
Clean Up Your Contact List: A Guide to Deduplication in Odoo 18 Keep your contact database organized and efficient with Odoo 18’s powerful deduplication tool. This video will show you how to identify and merge duplicate contacts, ensuring a clean and accurate contact list. Key Topics Covered: Understanding Duplicate Contacts Accessing the Deduplication Menu Configuring […]
Two-Step Incoming Shipments in Odoo 18 Odoo 18 offers a flexible two-step process for incoming shipments, allowing you to better manage your inventory and streamline your receiving operations. This process involves two distinct steps: Step 1: Input * Create a Receipt: * Go to Inventory — Receipts. * Create a new receipt and select the […]
A two-step outgoing shipment process involves breaking down the delivery process into two distinct stages. This approach offers several benefits, including enhanced inventory control, improved order accuracy, and streamlined operations. Step 1: Picking and Packing Order Verification: Order Review: Cross-check order details, including items, quantities, shipping address, and any special instructions. Inventory Check: Ensure the […]
In Odoo 18, there are three main product types: Goods: These are physical products that can be tracked in inventory. They can be further categorized as: Storable Products: Products that are tracked in inventory and have a specific quantity on hand. Â Consumable Products: Products that are consumed upon use and don’t have a specific […]
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 […]
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: […]
