Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
Odoo 17’s Time Off application offers functionalities to manage employee leave effectively. A crucial aspect of this is configuring public holidays and mandatory work days. This ensures accurate leave tracking, avoids scheduling conflicts, and streamlines the leave request process. Public Holidays: Creating Public Holidays: Navigate to the Time Off app, then Configuration followed by Public […]
This video provides a step-by-step guide on how to install extra Python packages for Odoo development directly from PyCharm. By following these instructions, developers can efficiently manage their Odoo customization projects within the PyCharm environment, enhancing their productivity and ensuring the smooth integration of additional functionalities into the Odoo platform. #Odoo17 #Python #Pycharm #DevelopmentTutorial #OdooDevelopment […]
Odoo 17’s inventory management system offers granular control over user access through its access rights functionalities. This ensures that users can only view, edit, or create specific inventory data based on their roles and responsibilities within the organization. Understanding Access Levels: Odoo User Groups:Â The foundation of access control lies in user groups. Each user belongs […]
Internal notes in a POS (point of sale) system are comments or messages added to a transaction or customer record that are not visible to the customer. They are used for communication and information sharing among staff members. Here are some common uses of internal notes in POS: Special instructions:Â Noting specific customer requests like “gift […]
Customer Relationship Management (CRM) systems often integrate quotation creation functionalities to streamline the sales process. Here’s a breakdown of how to create a quotation for an opportunity within your CRM: 1. Accessing the Opportunity: Locate the desired opportunity within your CRM. This typically involves navigating to the Opportunities module and searching by name, customer, or other relevant […]
In Odoo’s Point of Sale (POS) system, bill splitting allows you to divide a restaurant or bar bill among multiple customers. This is useful when a group of people are dining together and want to pay for their own items separately. Odoo offers two main methods for splitting bills: Splitting by Product:Â You can select specific […]
The video guides the process of managing data in Odoo 17. It demonstrates how to create a model, and how to add example data to this model using the data directory. The process begins with the creation of a model, a fundamental aspect of data organization in Odoo. Models serve as the blueprints for organizing […]
XLSX reports are essential for structured data analysis, customizable presentation, and compatibility across platforms, facilitating efficient decision-making and communication within organizations. In this tutorial, we’ll explore how to create XLSX reports in Odoo 17, enabling users to export data from their Odoo system into Excel-compatible files for enhanced analysis or sharing purposes. #Odoo17 #XLSReports #OdooDevelopment […]
In Odoo, a dashboard is a central location to view important business data at a glance. It’s like a personalized cockpit that brings together key metrics and insights from various Odoo modules. Here’s what dashboards in Odoo offer: Quick Overview: Instead of jumping between different sections of Odoo, dashboards consolidate crucial information on a single […]
In Odoo, the addons path specifies the directories where the system searches for modules (addons) to load. While Odoo typically looks for addons in predefined paths specified in the configuration file (odoo.conf) by default, there are situations where you may need to include additional directories containing custom addons. This flexibility allows for better organization and […]
