Different business policies might require different options for invoicing: The Invoice what is ordered rule is used as the default mode in Odoo Sales, which means that customers will be invoiced once the sales order is confirmed. Video Content:#odoo15sales 0:00 – Introduction 1:10 – Set Invoicing Policy for Products in Odoo 15 2:47 – Invoice […]
In this video let us see how Odoo can help you create a good sales quotation. #odoo15sales Generating quotations the professional way is very important for the progress of a business. Gone are the days when manual and traditional quotations were used for the business. Now, what is more, important is the generation of professional […]
In business, handling products in different units of measure is very important and it’s very essential to sell and buy products in different quantities that are convenient for consumers. Video Content: 0:00 – Introduction 0:16 – Configure Unit of Measure in Odoo 15 2:40 – Set Unit of Measure for a Product Units of measures […]
You can lock a sale order when it is confirmed. This prevents any altering of the order. This can be activated by going to Sales – Configuration – Settings and activate the Lock Confirmed Sales feature. After activating the lock feature the status of the order will be changed to Locked if a sale order […]
In this video, we’ll discuss how we can change the related field to a normal field. #odoo14 #odoofields Related fields in Odoo are used to show the value to a field from another model field. By default, the related field values are not stored in the database. To store such values we have to add […]
Odoo can handle various delivery methods, but it is not activated by default. Delivery methods can be used for your sale orders, your deliveries but also on your e-commerce. Video Content: 0:00 – Introduction to Shipping Methods in Odoo 15 0:31 – Activate Shipping Methods in Odoo 15 3:07 – Create and Configure Shipping Methods […]
To create a Customer in Odoo 15 Go to Sales – Orders – Customers: When you click the CREATE button it shows a form to create a new customer record. Customer form contains fields such as Name of the individual/company, Company Address, VAT, Phone, Mobile, Email, Website Link, customer Tags. It is possible to add […]
In this video, we’ll be discussing how we can add chatter into our model’s form view. #odoo14 #odoodevelopment Chatter is a tool used for communication inside the form view. Basically, the chatter helps with internal communication. For instance, when a state-changing happens, say one of the sale orders gets moved from quotation state to sale […]
This video explains how to create Coupons and Promotional Programs in #Odoo15 Video Content: 0:00 – Introduction to Coupons and Promotional Programs in Odoo 15 0:32 -How to Activate Coupons and Promotional Programs in Odoo 15 1:13 – Promotion Programs Odoo 15 13:16 – Coupon Programs Odoo 15 Every business flourishes with various promotional activities. […]
Payment Terms specify all the conditions under which a sale is paid, mostly to ensure customers pay their invoices correctly and on time. #odoo15 #odoosales Video Content 0:00 – Introduction 1:10 – How to configure Payment Terms in Odoo 15 5:36 – How to set Payment terms for customers 6:09 – Setting Payment term inside […]