Odoo 18 offers a robust loyalty card and e-wallet system within its portal functionality. Here’s a breakdown of how it works: Loyalty Cards: – Customer Creation: When a new customer is created, a loyalty card is automatically generated for them. – Point Accumulation: Every purchase made by the customer contributes to their loyalty points balance. […]
Return for Exchange in Odoo is a process where a customer returns a product to a company and receives a different product in exchange. This feature is typically found in inventory management modules and allows for seamless handling of product returns and exchanges. Here’s a breakdown of the process: – Customer Initiates Return: The customer […]
Odoo 18 Accounting provides a comprehensive module for managing credit cards, allowing businesses to efficiently track and process credit card payments. Here’s a breakdown of the key features and functionalities: Key Features: – Payment Processing: Seamlessly integrate with popular payment gateways like Stripe, PayPal, and Authorize.net to process credit card payments directly within Odoo. Configure […]
1. Open the Draft Invoice: Go to the “Sales” app and select “Invoices.” Find the draft invoice you want to pay and click on it to open it. 2. Open the Payment Register: In the invoice form, locate the “Payments” section. Click the “Register Payment” button. 3. Enter Payment Details: In the “Payment Register” window, […]
Odoo offers several ways to work with HTML, depending on your specific needs and the module you’re using. Here’s a breakdown: 1. HTML/CSS Editor: – Provides a dedicated tool for advanced customization of your website’s appearance. – Allows direct editing of HTML and CSS code. – Offers a code editor interface for precise control over […]
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 […]
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 […]
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 […]
Managing User Sessions and Devices in Odoo 18 Efficiently managing user sessions and devices is crucial for security, performance, and user experience in Odoo. By tracking user activity, you can: Identify potential security threats Optimize system performance Enhance user accountability Improve application usage analytics Odoo’s Built-in Features While Odoo 18 doesn’t offer a dedicated module […]
Under Warranty in Odoo 18 Field Service Before we dive into the specifics, it’s important to clarify what you mean by “Under Warranty” in the context of Odoo 18 Field Service. Are you referring to: Product Warranty: Tracking the warranty status of products involved in service calls or repairs. Service Contract Warranty: Managing warranty periods […]
