In today’s video we’re going to talk about managing putaway rules in Odoo 17. If you’re looking to improve the way products are stored and organized in your warehouse, mastering putaway rules is essential. Properly configured, these rules reduce the risk of misplaced or lost inventory and increase your efficiency during order fulfillment. So stay […]
In this video we’ll explore the Sales Credit Limit feature in Odoo 17. We’ll cover everything from activating credit limits in the accounting module to setting individual limits for customers. See how this feature helps prevent financial risks by notifying you when customers exceed their credit limits. Watch now and master credit management in Odoo! […]
In this video we’ll show you how to set up Vendor Pricelists in Odoo 17. Learn how to configure pricelists directly from the product form and the configuration menu, set up vendor-specific discounts, adjust priorities and control delivery times. This guide will help you streamline purchasing, get accurate quotes, and get the best deals from […]
Managing fiscal periods effectively is crucial for any business to maintain accurate financial records and compliance. In this video, we’ll guide you through the steps to configure and customize your fiscal year settings in Odoo 17. See more details here #Set #Fiscal #Year #Odoo
1. Internal user: 1.1. Consolidation user: In Odoo, there isn’t a specific user type called a “consolidation user”. The consolidation process is handled through the Odoo Consolidation module, which is designed for users with accounting permissions. Here’s a breakdown of how Odoo Consolidation works: Functionality: It allows you to generate consolidated financial reports by combining […]
In Odoo 17, the ability to set default values for fields dynamically using functions is a powerful feature that enhances flexibility and customization options within the system. Unlike static default values, which remain constant regardless of circumstances, dynamic defaults enable developers to define default values based on specific conditions or calculations.To implement dynamic default values, […]
A start category in Odoo 17 Point of Sale (POS) is a category that automatically displays when you begin a new POS session. It essentially filters the product selection to a specific group by default, saving cashiers time and improving efficiency. Default Behavior: By default, if no start category is set, all products in your […]
The “Set Maximum Difference” feature in Odoo 17 POS helps manage cash handling accuracy. It allows you to define an acceptable tolerance level for the discrepancy between the calculated cash balance and the actual cash in the drawer at the end of a shift. Enable Set Maximum Difference Set Maximum Difference must be enabled before a […]
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 […]
An internal user in Odoo is someone who has full access to the behind-the-scenes functionality of the software, also known as the backend. This contrasts with other user types in Odoo, such as: Portal User: A portal user is typically a customer with limited access. They can usually only see information relevant to them, such as […]