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Odoo 17’s Data Cleaning module offers a handy feature called “Field Cleaning Rules” to improve data consistency and quality within specific fields of your Odoo records. Here’s a breakdown of configuring these rules in under 400 words: Accessing Field Cleaning Rules: Navigate to Data Cleaning: Go to the “Data Cleaning” module within Odoo 17. Configuration […]
Lot management is a powerful tool for keeping track of groups of products with shared characteristics. Here’s how you can use lots to manage your inventory: 1. Define your Lots: A lot, or batch, refers to a group of products produced together under similar conditions. This commonality could be based on: Production date Manufacturing line […]
Odoo can automatically generate expenses from emails to streamline the expense reporting process. This feature is particularly useful for: Employees without access to the Expense module: If an employee doesn’t have permission to use the Odoo Expense app directly, they can submit expenses by forwarding receipts or expense details via email. Improved Efficiency: Even for […]
In Odoo, both cycle counts and inventory adjustments are crucial for maintaining accurate inventory records. Here’s a breakdown of each concept and how they work together: Inventory Adjustments: Used to manually update the on-hand quantity of a product in the system. Reasons for adjustments could be: Stock breakage Spoilage Loss during theft Finding unexpected inventory […]
Odoo 17 CRM empowers you to manage your sales pipeline with customizable stages. 00:00 Intro 00:14 Create pipeline 1:04 Create opportunity 1:39 Stage operations Creating Stages: Access the Pipeline View: Head to the CRM module and navigate to the “Pipeline” tab. This displays your current sales pipeline with existing stages and opportunities. Add a New […]
In this video, learn how to add (and customize) survey questions and sections using the Odoo Surveys application. 00:00 – 00:35 Introduction 00:36 – 02:17 Add Questions 02:18 – 03:59 Question Types 04:00 – 05:08 Answers 05:09 – 08:50 Options 08:51 – 09:58 Sections 09:59 – 10:12 Conclusion **Check out more Odoo tutorials** – Survey […]
Discover how to optimize your business operations with a step-by-step tutorial on email automation in Odoo 17. #odoo17 Learn to create tailored email templates, streamline outgoing email server configurations, and seamlessly integrate Python code to trigger email-sending events based on predetermined conditions. #odootutorials Enhance your efficiency by automating email communication processes, empowering your team to […]
This video describes record rules in Odoo 17 and how to create record rules in Odoo 17 In business, there are different types of records. And it is essential to provide proper security for those records. In Odoo this is managed using Record Rules. #Odoo17 #OdooTips #OdooCommunity #odootutorials #odoo17features #odoo17release #RecordRules #SecurityInOdoo #DevelopmentTutorials #BusinessSuccess #OdooDevelopment […]
Sometimes it will be necessary to stop the program from its execution. We can accomplish this by raising exceptions or warnings. #Odoo17 #OdooTips #OdooCommunity #odootutorials #odoo17features #odoo17release #Odoo17Development #ErrorMessages #WarningMessages #DeveloperGuide #DevTutorial #OdooDevelopment Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@cybrosys.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ Instagram: ➡️ Pinterest: #Show #ErrorWarning #Messages […]
Approvals are frequently related to workflows and business processes in Odoo, wherein authorization is needed for specific actions or transactions to be accomplished. Workflows in Odoo specify which parties have the power to accept or reject documents and data, as well as how they go through the various stages. Approval procedures may be set up […]