Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
Enhance Your Odoo 18 Experience: Mastering Notes, Sections, and Catalogs Discover how to streamline your workflow and boost productivity with Odoo 18’s powerful features. In this video, we’ll explore: – How do You add detailed notes to records for better context and tracking. – How do You create custom sections to organize and categorize information. […]
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Odoo 18 Sales offers a variety of quotation templates that can be used to create different types of sales documents. The following is the typical sequence of quotation templates in Odoo 18 Sales: Sales Order: This is the most basic type of quotation template for creating simple sales orders. Quotation: This template creates formal quotations […]
Odoo 18 introduces a powerful feature that allows you to manage user sessions and devices effectively. This enhancement provides greater control over your Odoo instance’s security and performance. Understanding the Feature – User Sessions: These are temporary connections between a user and the Odoo system, initiated by a successful login. – Device Management: This feature […]
A PDF quote builder is a software tool that allows you to create professional-looking quotes in PDF format. These tools often come with pre-designed templates that you can customize with your company’s branding and information. They also allow you to add details such as product descriptions, pricing, terms and conditions, and more. Some PDF quote […]
Odoo 18 provides a user-friendly interface for creating and managing customer records. Here’s a detailed guide on how to create a customer in the Odoo 18 Sales module: 1. Access the Sales Module: Log in to your Odoo instance. Navigate to the “Sales” app. 2. Open the Customer List: Click on the “Customers” menu item. […]
One-Click Cancellation of Sales Quotations in Odoo 18: A Streamlined Approach One-click cancellation of sales quotations offers a significant advantage in streamlining business processes and improving efficiency. It simplifies the cancellation procedure, reduces administrative overhead, and ensures timely communication with clients. Key Benefits: – Enhanced Efficiency: A single click eliminates the need for multiple steps, […]
Odoo 18 allows you to search for contacts by their address using the search bar in the contact list view. Here’s how to do it: – Go to the Contact List View: Open the “Contacts” app and go to the list view. – Use the Search Bar: In the top right corner of the list […]
Odoo 18 offers enhanced features for pricelist management and customization of print formats to streamline your sales processes and improve customer experience. Pricelist Revamp – Advanced filtering: Easily filter pricelists based on various criteria, such as customer groups, products, or validity dates. – Pricelist comparison: Compare multiple pricelists side by side to identify differences and […]
Product prices modified on sales order lines are no longer recomputed when the quantity is changed. Odoo 18 provides a robust system for managing product prices, allowing you to set different prices for different customers, product variants, or sales channels. Here’s a breakdown of the key features: Pricelists – Multiple pricelists: Create various pricelists […]
