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 […]
Odoo 18 offers a revamped Debug mode that provides enhanced features and tools for developers to efficiently identify and fix issues within their Odoo applications. Here’s a breakdown of the key improvements and functionalities: 1. Enhanced Debugger: – Step-by-Step Execution: Navigate through your code line by line, examining variable values and function calls at each […]
Odoo 18 and can be used to visualize data trends over time. Steps to add a trend line to a chart in Odoo 18: – Create or open a chart: Go to the module where you want to create a chart and open the chart designer. – Select the chart type: Choose a chart type […]
Odoo 18 offers a robust spreadsheet feature that allows you to manage and analyze data effectively. One of its powerful functionalities is filtering. This guide will walk you through the steps to filter your Odoo 18 spreadsheets efficiently. Basic Filtering – Open the Spreadsheet: Navigate to the desired spreadsheet within your Odoo instance. – Select […]
The “Customer Lot/Serial Number Report” in Odoo 18 provides detailed information about the specific lots or serial numbers of products purchased by individual customers. This report can be useful for tracking product inventory, managing returns, and analyzing customer purchasing patterns. To access the report: Go to Inventory module. Click on Reports under the Inventory menu. […]
Filters are the criteria you apply to search and view specific data in Odoo 18. When you use the back button, filter persistence ensures that your previously applied filters are retained, making navigation and data exploration more efficient. Enabling Filter Persistence: Access the Settings: Go to Settings — Technical — System Parameters. Locate the Parameter: […]
Odoo 18 has introduced significant enhancements to the dashboard app, making it more versatile, customizable, and user-friendly. Here are some of the key improvements: 1. Enhanced Customization: Drag-and-Drop Functionality: Users can now easily rearrange dashboard components using a simple drag-and-drop interface, allowing for greater flexibility in layout customization. Configurable Widgets: A wider range of widgets […]
In Odoo Discuss, a subthread is a conversation within a larger, main thread. It’s a way to break down a complex discussion into smaller, more focused topics, making it easier to follow and manage. Here’s how subthreads work in Odoo Discuss: – Create a Main Thread: Start a new discussion by creating a main thread. […]
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. […]