Odoo 18 allows you to manage purchase orders and invoices in your local currency. This means that you can enter and track purchase information using the most relevant currency to your business operations. Here’s a breakdown of how amounts are handled in local currency: 1. Currency Setup: – Company Currency: In the Company Settings, you […]
Odoo 18 offers a robust RFQ (Request for Quotation) management system that can be integrated with email and portal functionalities to streamline the procurement process. Here’s a breakdown of how it works: RFQ Creation and Management: – Create RFQ: You can create new RFQs directly within Odoo, specifying details such as product requirements, quantities, due […]
Odoo 18 offers a robust applicant tracking system (ATS) that allows you to efficiently search for and manage potential candidates. Here are some of the key features and steps involved in searching for matching applicants: Key Features: Advanced Search Filters: Odoo 18 provides a wide range of search filters to help you narrow down your […]
A proforma invoice is a preliminary invoice that serves as a commercial document issued by a seller to a buyer. It outlines the terms and conditions of a potential sale, including the description of goods or services, quantity, price, and payment terms. However, unlike a regular invoice, a proforma invoice is not a legal document […]
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The catalog view in Invoicing in Odoo is a powerful tool that allows you to manage your products and services efficiently. It provides a comprehensive overview of all your catalog items, including their names, descriptions, images, prices, and other relevant information. – Product management: You can create, edit, and delete products and services directly from […]
To import data into Odoo, you can follow these general steps: 1. Prepare Your Data: – Format: Ensure your data is in a compatible format like CSV, XLSX, or XML. – Structure: Make sure the data is structured correctly, with headers that match the relevant fields in Odoo. – Cleaning: Clean your data to remove […]
Odoo 18 offers a robust translation framework that leverages AI to enhance the translation process. Here are the key features and functionalities: Translation Management: Centralized Translation Platform: Odoo provides a centralized platform where you can manage all your translations, including creating new translations, reviewing existing ones, and assigning tasks to translators. Translation Workflow: You can […]
Odoo 18’s Document module, or Document Management, is a powerful tool for managing and organizing various types of documents within your business. It provides a centralized platform for storing, categorizing, sharing, and tracking documents of different formats, such as PDFs, Word documents, images, and more. For streamlined operations, such as approval processes – Document Storage: […]
The process of dragging and dropping attachments for importing in Odoo 18 is relatively straightforward. Here are the general steps involved: 1. Open the Odoo module where you want to import the attachments. This could be any module that supports file uploads, such as Sales, Purchase, or Inventory. 2. Navigate to the specific record where […]