Set default headers and footers for the quote builder. #Odoo18 #Odoo18.2 #Odoo19 #OdooTutorial #HeaderFooter #OdooTips #BusinessSoftware #ERP #NewFeatures #TechTutorial #Odoo18Tutorials #Odoo19 #Odoo19Tutorials #Odoo18Features #Odoo18ERP #Odoo18Development #Odoo18Tips #HeaderFooterOdoo #Odoo18Reports Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ Instagram: ➡️ Pinterest: #Set #Default #HeaderFooter #Odoo #Odoo #Tutorials #Odoo #Features […]
In this video, we are taking a look at the screen where you set up the activity type we handle in the system. You can give each of these ‘activity types’ a name, and then you can tweak their default settings. This includes things like the main action that’s involved, who’s typically in charge, what the […]
In today’s video, we’re setting up an authorized signatory on invoices in Odoo 18 Accounting. Adding a signature to your invoices is a simple but essential step to ensure authenticity, legal compliance, and a more professional look for your business documents. With just a few quick settings, you can make sure every invoice carries the […]
Subscription renewal in Odoo 18 is the automated or manual process of extending a customer’s access to a subscription-based product or service for another billing cycle. It’s the mechanism that keeps recurring revenue flowing and ensures continued customer access. Here’s a breakdown of what subscription renewal in Odoo 18 offers: Automated Renewals: Odoo can automatically […]
Lunch in Odoo 18 is a handy application designed to streamline and manage employee lunch orders within a company. It simplifies the process of ordering, tracking, and delivering meals, fostering a more organized and efficient lunch experience. Think of it as your company’s dedicated lunch management platform. Here’s a breakdown of what Lunch in […]
Rule-based assignment in Odoo 18 CRM automates the process of assigning leads to specific salespersons or teams based on predefined criteria. This helps streamline lead distribution, ensuring leads are handled by the most appropriate individuals. To set up rule-based assignment: Enable Rule-Based Assignment: Go to CRM ‣ Configuration ‣ Settings. Activate the Rule-Based Assignment option. […]
Automatic Reordering Rules in Odoo 18 Inventory Automatic reordering rules in Odoo 18 Inventory are a powerful tool to streamline your inventory management and ensure you always have enough stock on hand to meet customer demand. These rules automate the process of creating purchase orders or manufacturing orders when stock levels fall below a certain […]
In Odoo, Units of Measurement (UoM) allow you to manage quantities in different units and ensure that operations like purchases, sales, and stock movements are consistent and accurate across the supply chain. UoM in Odoo can handle various unit conversions, making it flexible for inventory and sales management. Here’s an overview of how it works: […]
Revolutionize Your Dropshipping Business with Odoo 18 Learn how to manage your dropshipping operations with Odoo 18 seamlessly. This video will guide you through the essential steps to set up and run a successful dropshipping business using Odoo. Key topics covered: – Configuring Dropshipping Products: Learn how to set up products as dropshipping items and […]
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 […]