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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. […]
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 […]
Odoo 18 offers a robust RFQ (Request for Quotation) management system that can be integrated with email and portal functionalities to streamline the procurement process. Here’s a breakdown of how it works: RFQ Creation and Management: – Create RFQ: You can create new RFQs directly within Odoo, specifying details such as product requirements, quantities, due […]
In this video, learn how to configure settings, add vendors, manage products, and create alerts in the Lunch app. **Check out more Odoo tutorials** **App documentation** – All Lunch docs: **See what Odoo can do for you!** – Schedule a demo: [demo shortlink with UTMs] – Start a free trial: [trial shortlink with UTMs] #Lunch #Configurations #Odoo #Lunch
In this video, learn how to configure settings, add vendors, manage products, and create alerts in the Lunch app. **Check out more Odoo tutorials** (can update when first Lunch script is recorded) – [Tutorial label]: [link to youtube tutorial] (add individual tutorial links as they are relevant to do so) – [APP] playlist: [link to youtube tutorial […]
The “Customer Lot/Serial Number Report” in Odoo 18 provides detailed information about the specific lots or serial numbers of products purchased by individual customers. This report can be useful for tracking product inventory, managing returns, and analyzing customer purchasing patterns. To access the report: Go to Inventory module. Click on Reports under the Inventory menu. […]
Odoo 18 has introduced significant enhancements to the dashboard app, making it more versatile, customizable, and user-friendly. Here are some of the key improvements: 1. Enhanced Customization: Drag-and-Drop Functionality: Users can now easily rearrange dashboard components using a simple drag-and-drop interface, allowing for greater flexibility in layout customization. Configurable Widgets: A wider range of widgets […]
In this video, learn how to use scheduled actions in the Odoo Subscriptions app. **Check out more Odoo tutorials**- Subscriptions: **App documentation** -Scheduled Actions: -Models and Basic Fields: – All Subscriptions docs: **See what Odoo can do for you!** – Schedule a demo: – Start a free trial: #Scheduled #actions #Subscriptions #Odoo […]
In this video, learn how to upsell subscriptions in the Odoo Subscriptions app. **Check out more Odoo tutorials**- Subscriptions: – Subscriptions basics: **App documentation** – Upsell subscriptions: – Quotation templates: – All Subscriptions docs: **See what Odoo can do for you!** – Schedule a demo: – Start a free trial: #Upsell #Subscriptions #Odoo #Subscriptions