Digital Agency Website
Digital Agency Website
Odoo 17 empowers you to set up sales credit limits, helping you manage customer payment risks and maintain control over outstanding balances. 00:00 Intro 00:13 Enable sales limit 00:55 Create quotation 2:23 set limit for customer Activating the Feature: Access Accounting Settings: Navigate to the Accounting module and click on “Configuration” followed by “Settings.” Enable […]
Odoo allows you to reserve packages along with products during sales orders. This ensures you have enough packaging materials to fulfill the order. Here’s a breakdown of package reservations in Odoo: Configuration (Odoo v15 and above): Enable Packaging: In the Inventory module settings, activate the “Packaging” feature. Set Up Products: In the product category, you’ll […]
XLSX reports are essential for structured data analysis, customizable presentation, and compatibility across platforms, facilitating efficient decision-making and communication within organizations. In this tutorial, we’ll explore how to create XLSX reports in Odoo 17, enabling users to export data from their Odoo system into Excel-compatible files for enhanced analysis or sharing purposes. #Odoo17 #XLSReports #OdooDevelopment […]
Odoo 17 CRM empowers you to manage your sales pipeline with customizable stages. 00:00 Intro 00:14 Create pipeline 1:04 Create opportunity 1:39 Stage operations Creating Stages: Access the Pipeline View: Head to the CRM module and navigate to the “Pipeline” tab. This displays your current sales pipeline with existing stages and opportunities. Add a New […]
The customer address in Odoo serves several important purposes within the software’s functionalities: Identifying and Contacting Customers: The primary function is to establish the location and contact details of a customer. This includes information like street address, city, state, zip code, and phone number. With this information, Odoo facilitates various actions, like: Sending quotations, sales […]
Odoo allows you to define and manage products specifically designed for subscription-based services. This functionality lets you create recurring revenue streams and simplifies managing subscriber relationships. 00:00 Intro 00:37 Product creation 04:26 Add product in subscription Subscription Products vs. Regular Products: Unlike regular products sold one-time, subscription products represent ongoing access to a service or […]
In this tutorial, we’ll explore how to create user notifications in Odoo 17, User notifications are crucial for enhancing user experience by providing immediate feedback or conveying important information based on specific events or actions within the Odoo application. Various notification options exist in Odoo, namely: Sticky Notification, ,Rainbow Man Effect, Alert ,Raise Exception/Validation.By understanding and implementing […]
In Odoo, a dashboard is a central location to view important business data at a glance. It’s like a personalized cockpit that brings together key metrics and insights from various Odoo modules. Here’s what dashboards in Odoo offer: Quick Overview: Instead of jumping between different sections of Odoo, dashboards consolidate crucial information on a single […]
An agreement between a business or individual that offers a service and the customer who pays for the service or product is influenced by the SLA, or service level agreement policy. #odoo17 Video Chapters 00:00 Introduction 00:27 Helpdesk team 01:27 SLA Policy 03:07 Create a ticket SLAs are not contracts in and of themselves; rather, […]
MTO in Odoo stands for Make To Order. It’s a specific inventory management strategy within the software. #mto #odooinventory #odoofunctionalvideos Here’s a breakdown of MTO in Odoo: Concept: With MTO, Odoo triggers production of an item only after a sales order is confirmed. This means you don’t manufacture or purchase products to keep in stock. […]
