In this video, learn how to configure and setup your Lunch app. Learn how to add vendors and products, set up your locations and product categories, and create alerts. **Check out more Odoo tutorials** – Placing Lunch Orders: – Managing Lunch Orders: **App documentation** – Vendors: – Products: – All Lunch docs: **See what Odoo […]
In this video, learn how to create Loyalty Programs in Odoo, as well as how to apply rewards to sales orders! TIMESTAMPS 00:00 INTRO 01:04 Configure Promotions, Loyalty & Gift Card 01:58 Loyalty Programs 02:57 Conditional Rules: How to set up loyalty points 05:47 Rewards: How to set up loyalty rewards 07:44 Loyalty Cards 08:20 […]
In this video, learn how to set up products & locations to receive and store your items in Odoo Inventory. 0:00 – Introduction 0:36 – Configure Product 2:09 – Configure Locations 3:53 – Inventory Dashboard 4:35 – Receive and Store Products 7:40 – Check and Adjust Stock Levels 9:10 – Conclusion **Check out more Odoo […]
Enhance Your Odoo 18 Experience: Mastering Notes, Sections, and Catalogs Discover how to streamline your workflow and boost productivity with Odoo 18’s powerful features. In this video, we’ll explore: – How do You add detailed notes to records for better context and tracking. – How do You create custom sections to organize and categorize information. […]
Sales Warnings in Odoo 18: A Comprehensive Guide Sales warnings in Odoo 18 are a valuable tool to proactively alert users about potential issues or important information related to sales orders. These warnings can be set for specific products, customers, or even entire sales orders. They can be configured to display as simple warnings or […]
Odoo 18 introduces a powerful feature that allows you to manage user sessions and devices effectively. This enhancement provides greater control over your Odoo instance’s security and performance. Understanding the Feature – User Sessions: These are temporary connections between a user and the Odoo system, initiated by a successful login. – Device Management: This feature […]
Odoo 18 provides a user-friendly interface for creating and managing customer records. Here’s a detailed guide on how to create a customer in the Odoo 18 Sales module: 1. Access the Sales Module: Log in to your Odoo instance. Navigate to the “Sales” app. 2. Open the Customer List: Click on the “Customers” menu item. […]
The ability to drag and drop a created purchase order PDF from the Odoo 18 purchase module into the Odoo sales module is a feature that allows for a more streamlined and efficient workflow when managing both purchasing and selling activities within the same system. Here are the primary purposes of this feature: – Quick […]
Purchase templates in Odoo serve as pre-configured documents that streamline the purchasing process. They provide a standardized framework for creating purchase orders, requests for proposals (RFPs), and other purchasing-related documents. Key purposes of purchase templates: – Efficiency: By using templates, you can quickly create new purchase documents without having to start from scratch. This saves […]
One-Click RFQ Cancellation in Odoo 18 is a feature that allows users to quickly and easily cancel Request for Quotations (RFQs) with a single click. This can be particularly useful in situations where an RFQ is no longer needed or has been superseded by another RFQ. Here’s how it typically works: – Identify the RFQ: […]