Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
Odoo 17 Accounting offers a convenient batch payment feature that allows you to process multiple payments simultaneously, saving you time and effort. Here’s a step-by-step guide on how to use it: 1. Access the Batch Payments Screen: Open Odoo 17 Accounting and navigate to the “Payments” menu. Click on the “Batch Payments” option. 2. Create […]
Event stages in Odoo 17 are crucial for managing the lifecycle of an event. They represent an event’s different phases, from initial planning to completion. These stages provide a structured framework for organizing tasks, tracking attendee progress, and ensuring smooth event execution. Odoo offers flexibility in defining event stages to suit various event types. Common […]
Odoo 17 Maintenance module is designed to efficiently manage equipment upkeep and repair. A maintenance request is a formal record of a problem or required service for a piece of equipment. To create a maintenance request in Odoo 17, navigate to the Maintenance app and select “Maintenance Requests.” You’ll be prompted to provide details about […]
Odoo 17’s Field Service module provides a robust platform for efficient task management, ensuring seamless coordination and execution of field service operations. It serves as a centralized hub for creating, assigning, tracking, and completing tasks associated with service requests. The module allows users to generate tasks directly from service requests, ensuring no job falls through […]
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 […]
Odoo 17’s Field Service module offers robust tools to streamline on-site operations; worksheet templates are a cornerstone of this efficiency. These templates serve as pre-designed structures for the work orders that field technicians generate. A worksheet template is a blueprint outlining the key information a technician needs to gather or complete during a service call. […]
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 […]
Timesheet Reports in Odoo 17 Odoo 17’s Timesheet module offers robust reporting capabilities to provide valuable insights into employee productivity, project performance, and cost management. Businesses can effectively analyze time-tracking data with a range of pre-built reports and customization options. Key reports include the Timesheet Summary, which offers an overview of time spent on different […]
Product Lifecycle Management (PLM) reporting, specifically Engineering Change Orders (ECOs), in Odoo 17 is a powerful feature that enables businesses to effectively manage and track changes to products, bills of materials, and documentation. This module streamlines the change management process, ensuring that all stakeholders are informed and aligned throughout the product lifecycle. What are the […]
In Odoo 18, the term “passkey” refers to an administrative functionality, not the new web standard Passkeys. There are two main contexts where you might encounter it: Admin Passkey Module: This is a third-party module available on the Odoo Apps Store. It allows an administrator to log in to the system using any user’s login […]
