Digital Agency Website
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Odoo 17 empowers you to set up sales credit limits, helping you manage customer payment risks and maintain control over outstanding balances. 00:00 Intro 00:13 Enable sales limit 00:55 Create quotation 2:23 set limit for customer Activating the Feature: Access Accounting Settings: Navigate to the Accounting module and click on “Configuration” followed by “Settings.” Enable […]
Invoicing policy in Odoo determines when a customer gets billed for a sales order. Odoo offers two main invoicing policy options: Invoice what is ordered: This is the default option in Odoo. The customer gets invoiced for the entire ordered quantity when the sales order is confirmed. This works well for situations where you typically […]
Sales quotations are thought of as the initial stage in producing sales orders. A customer or potential customer can learn more about the company’s products and services by referring to the sales quotation, which provides an accurate estimate of the cost of the goods and services. It serves as a business contract between the buyer […]
Intercompany sales and purchase order synchronization refers to the process of automatically linking and updating sales orders placed by one company within a larger organization (selling company) with the corresponding purchase orders created by another company within the same organization (buying company). This streamline ensures both sides are on the same page and eliminates manual […]
Odoo allows you to manage price lists based on country groups, enabling you to set different prices for products depending on the customer’s location. #odoo17 #odoosales #odoofunctionalvideos Here’s how to achieve this: 1. Create price lists: Navigate to Sales – Products – Price Lists. Click Create to establish a new price list. Enter a descriptive name and configure […]
Quotations are imported and exported in Odoo for several reasons, depending on the specific use case. Here are some of the most common scenarios: 1. Sharing quotations with customers: Exporting a quotation allows you to create a professional document that you can send to potential customers for review. This is useful for proposals, estimates, and price quotes. Once […]
In Odoo, you can import and export products and product categories using the built-in import/export functionality. This is a convenient way to manage large volumes of data or to perform bulk updates. Here’s a general guide on how to import and export products and product categories in Odoo: Importing Products and Product Categories: Prepare Data […]
In Odoo, you can set up promotion-type discounts using the “Promotions” feature. Promotions allow you to apply discounts, free products, or other benefits based on specific conditions.Fill in the necessary details for the promotion, such as the name, promotion type, and description. #odoo17 #odoosales #odoofunctionalvideos Define the conditions that must be met for the promotion […]
This video explains the filters in Odoo 17. Odoo uses filters to display only the most relevant records based on the purpose of the view. #odoo17 #odooslaes #odootutorials However, you can change the default filter or search for specific values. Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@cybrosys.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: […]
Odoo, an open-source business management software, supports multiple languages, allowing users to work with the system in their preferred language. In Odoo, go to the Settings module.Under the General Settings, you’ll find an option called ‘Languages.’Activate the languages you want to support in your Odoo instance.Odoo uses a translation mechanism to provide multilingual support. For […]
