Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
Odoo 18 offers a robust loyalty card and e-wallet system within its portal functionality. Here’s a breakdown of how it works: Loyalty Cards: – Customer Creation: When a new customer is created, a loyalty card is automatically generated for them. – Point Accumulation: Every purchase made by the customer contributes to their loyalty points balance. […]
To filter rules and domains in Odoo Studio, you can follow these steps: 1. Access the Object’s Form View: Go to Studio — Apps. Find and click on the object you want to modify. Select Form View from the available views. 2. Locate the Field or Field Group: Scroll through the form view until you […]
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Sharing accounts between companies in Odoo is a feature that can be beneficial in certain scenarios, particularly when dealing with: 1. Consolidated Financial Reporting: Parent-Subsidiary Relationships: If you have a parent company with several subsidiaries, sharing accounts can simplify the process of consolidating financial statements. You can create a single chart of accounts for the […]
Bank reconciliation is a crucial process in accounting that ensures the accuracy of your bank statements against your accounting records. Odoo 17 provides a streamlined and efficient way to perform this task. Steps Involved in Bank Reconciliation Prepare your bank statement: Ensure you have a clear and accurate copy of your bank statement for the […]
An authorized signatory is an individual legally empowered to sign documents on behalf of a company or organization. In the context of an invoice, this person is typically responsible for approving the invoice’s contents and authorizing its issuance. Importance of an Authorized Signatory Legal Validity: The signature of an authorized signatory lends legal validity to […]
Asset Model and Automation in Odoo 17 Accounting Odoo 17 provides a robust asset management module that allows businesses to effectively track, depreciate, and manage their fixed assets. This module offers various features to streamline asset management processes and ensure compliance with accounting standards. Key Features of Asset Management in Odoo 17: – Asset Creation: […]
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 […]
In this video, learn how to add Conditional Display questions, with Triggering Answers, to create a more in-depth, personalized survey experience. 00:00 – 00:44 Introduction 00:45 – 07:54 Create Conditional Display Questions 07:55 – 09:52 Test Conditional Display Questions 09:53 – 10:13 Conclusion **Check out more Odoo tutorials** Survey Essentials Questions and Sections Survey Analysis […]
In this video, learn how to analysis answers and survey results using the Odoo Surveys application. **Check out more Odoo tutorials** Survey Essentials Questions and Sections Survey Analysis Conditional Displays Live Session Surveys **App documentation** – Survey Essentials : – Scoring: - Time and Randomized Questions: **See what Odoo can do for you!** – […]
