In Odoo 15 now you can automatically assign leads to the salesperson based on the rules. By checking the Rule-Based Assignment checkbox you can periodically assign leads based on the rules. This setting will be employed by all sales teams as the default setting unless specified otherwise. The Running can be configured Manually or Repeatedly. […]
In Odoo we can use some lead generation rules to convert visitors to our website into leads. We can extract information about the visitors of our website based on their IP addresses. To create these rules first activate ‘Visit to lead Rules ‘ from CRM configuration – settings. Buy enough credits and create a new […]
In this video, the area is covered in Odoo security and is called record rule. Record rules restrict access rights to a subset of records. Records rules for the objects can determine who can access the object according to the rules set. One can manage rules based on access modes for the object. Video Contents […]
In inventory management, the supply chain strategy determines when products should be fabricated, delivered to distribution centers, and made available in the retail channel. This kind of strategic process can be configured using Routes, featuring Pull and Push Rules. Once everything is properly configured, the inventory app can automatically generate transfers following the instructions given […]
A good warehouse implementation takes care that products automatically move to their appropriate destination location. To make that process easier, Odoo uses Putaway rules. These are the rules of actions that have been described in the Odoo platform which will be used at the time of the purchase and incoming shipment of the products. It […]
Record rules are conditions that records must satisfy for an operation (create, read, update or delete) to be allowed. It is applied record-by-record after access control has been applied. by using the record rule we can control access to some specific records in that modules in space of control all the records but only for […]
Some products have large scope in a market, and we have to make sure that the product never runs out stock. Odoo allows us to set rules for this kind of product such that an automatic replenishment for those items is created. Learn how to setup reordering rules in odoo 13 #odoo13 #odoo13features #odoo More […]
Odoo10 Inventory using Routes – The push system of inventory control involves forecasting inventory needs to meet customer demand. A push flow indicates how locations are chained with the other ones. As soon as a given quantity of products is moved in the source location, a chained move is automatically foreseen according to the parameters […]
