Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
Shipping Policies in Odoo Inventory Odoo Inventory provides flexible shipping policy options to manage your delivery processes effectively. You can choose between two primary policies: 1. Ship All Products at Once: Suitable for: Customers who prefer receiving all ordered items in a single shipment. Process: Delivery orders are only created and processed when all products […]
How to Create a Todo List in Odoo 18: A Step-by-Step Guide Learn how to effectively manage your tasks and boost productivity with Odoo 18’s To-Do app. This video will guide you through creating and organizing to-do lists, setting deadlines, and tracking progress. Key Topics Covered: Creating a New To-Do List Adding Tasks to a […]
Learn how to optimize your procurement process with Odoo 18’s Purchase Alternatives feature. This video will guide you through the steps of creating and managing alternative products or services for your purchase orders. By leveraging this powerful tool, you can ensure competitive pricing, improve supplier relationships, and streamline your procurement workflow. Key Topics Covered: Creating […]
Customer Notes in Odoo 18 POS allow you to add specific instructions or information related to individual order lines or the entire order. These notes can be displayed on receipts and invoices, providing valuable context for both you and your customers. Here’s how to use them: * Enable Customer Notes: * Go to Point of […]
Two-Step Incoming Shipments in Odoo 18 Odoo 18 offers a flexible two-step process for incoming shipments, allowing you to better manage your inventory and streamline your receiving operations. This process involves two distinct steps: Step 1: Input * Create a Receipt: * Go to Inventory — Receipts. * Create a new receipt and select the […]
Odoo 18 offers robust support for multi-language invoices, allowing you to cater to a diverse international clientele. Here’s a detailed guide on how to achieve this: 1. Language Configuration: – Install Required Languages: Navigate to Settings — Languages. Click Add a Language and select the desired languages. – Set User Preferences: Go to a user’s […]
Odoo provides a robust and efficient tool for bank reconciliation, ensuring accurate and up-to-date financial records. Here’s a general overview of the process: Â 1. Import Bank Statements: Manual Import: You can manually input bank statements into Odoo. Â Automated Import: For seamless integration, you can configure Odoo to automatically import bank statements from various […]
Odoo 18’s Purchase module offers a variety of views to streamline your procurement processes. These views provide different perspectives and functionalities to manage your purchasing activities effectively. Key Views in the Purchase Module: 1. Purchase Order View: Create and manage purchase orders. Add product lines, specify quantities, and set delivery dates. Track the status of […]
Shipping Connectors and Methods in Odoo 18 Sales Odoo 18 offers a robust system for managing shipping, both through internal methods and external shipping carriers. This guide will delve into both aspects: 1. Internal Shipping Methods Configuration: Navigate to Inventory — Configuration — Settings. Under the Delivery Methods section, create new methods as needed. Define […]
Incoming shipments in three steps involve a structured process to ensure the quality and efficiency of received goods. Here’s a breakdown of the three steps: 1. Input: Receiving: The shipment arrives at the designated receiving area of the warehouse. Unloading: The goods are unloaded from the transportation vehicle and checked for any damage or discrepancies. […]
