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Mastering ECO Workflows in Odoo 18! ⚙️ This video explores the crucial role of stages in managing Engineering Change Orders (ECOs) within the Product Lifecycle Management (PLM) module. 🔄 Learn how to define and configure stages, assign approvers, and easily track your ECOs’ progress. 📈 Improve collaboration, minimize errors, and ensure timely implementation of product […]
Odoo 18 Event Templates: Streamlining Event Planning Event Templates in Odoo 18 are pre-configured settings that streamline the creation of recurring or similar events. By utilizing templates, you can save time and ensure consistency across multiple events. Key Features: Predefined Settings: Templates allow you to pre-configure key event details, such as: Event Types: (e.g., Conference, […]
‘Operation Type’ is the term used to describe several inventory operations. It can be picked up from the warehouse to deliver goods to customers. Or it can be a receipt to the warehouse or moving goods from one warehouse to another. Receipts, Internal Transfers, Delivery Orders, Manufacturing, Resupply Subcontractor, PoS Orders, Repairs, Dropship and Dropship […]
Work order dependencies in Odoo 18 Manufacturing allow you to define a sequence for work orders within a manufacturing order (MO). This ensures that certain operations are completed before others, streamlining the production process and preventing bottlenecks. Here’s a step-by-step guide on how to manage work order dependencies: 1. Enable Work Order Dependencies: Go […]
In Odoo 18, configuring access rights for Manufacturing Orders involves setting permissions for users or groups to control their interaction with manufacturing data. Here’s how to manage these access rights: Activate Developer Mode: Navigate to the Settings app. Scroll to the bottom and click on Activate the developer mode. Access User Management: In the Settings […]
Rule-based assignment in Odoo 18 CRM automates the process of assigning leads to specific salespersons or teams based on predefined criteria. This helps streamline lead distribution, ensuring leads are handled by the most appropriate individuals. To set up rule-based assignment: Enable Rule-Based Assignment: Go to CRM ‣ Configuration ‣ Settings. Activate the Rule-Based Assignment option. […]
Automatic Reordering Rules in Odoo 18 Inventory Automatic reordering rules in Odoo 18 Inventory are a powerful tool to streamline your inventory management and ensure you always have enough stock on hand to meet customer demand. These rules automate the process of creating purchase orders or manufacturing orders when stock levels fall below a certain […]
LIFO (Last In, First Out) is a popular inventory valuation method where the most recently purchased items are sold first. In Odoo 18, you can configure this strategy to automatically select the oldest stock for outgoing operations. How to Set Up LIFO: Enable Lot Tracking: Go to Inventory — Configuration — Settings. Under the Inventory […]
The Least Packages removal strategy in Odoo 18 is designed to optimize inventory management by minimizing the number of packages opened to fulfill orders. This strategy is particularly useful when dealing with products stored in various package sizes. How it Works: Prioritizes Partially Filled Packages: When an order is placed, Odoo will first attempt to […]