Customer Relationship Management (CRM) systems often integrate quotation creation functionalities to streamline the sales process. Here’s a breakdown of how to create a quotation for an opportunity within your CRM: 1. Accessing the Opportunity: Locate the desired opportunity within your CRM. This typically involves navigating to the Opportunities module and searching by name, customer, or other relevant […]
Themes play a significant role in the visual presentation and user experience. They define the layout, style, and overall appearance of the website, including aspects such as colors, fonts, and page structure. Installing a theme in Odoo involves adding a new theme module to your Odoo instance. You can find themes in the Odoo App […]
In this video, learn how to use consignment to store products owned by other companies. **Check out more Odoo tutorials** – Inventory playlist: **App documentation** – Consignment: – All Inventory docs: **See what Odoo can do for you!** – Schedule a demo: – Start a free trial: #Consignment #Odoo #Inventory
In this video, learn about how to manufacture in two or three steps (involving component pickings and final storage) in Odoo! Other lessons related to this video: Manufacturing in One Step Flexible Consumption Manufacturing with Product Variants Make-to-Order Manufacturing Replenishment Methods for Manufacturing From Sales Order to Manufacturing Order YouTube tags odoo, odoo learn, odoo course, […]
In Odoo 17, an One2many field represents a one-to-many relationship between two models. It allows you to link multiple records from one model to a single record in another model. Each record in the second model can have multiple related records in the first model. You can empty an One2many field using either the unlink() […]
In Odoo, both lots and serial numbers are used for tracking inventory, but they differ in the level of detail: Lots: Identify a group of identical products. Imagine a batch of shirts or a box of nails. The same lot number applies to all the items within that group. This is useful for managing stock […]
In this video, learn how to create and customize Service Level Agreements with Odoo Helpdesk. 00:00 – Intro 00:35 – Activate SLA feature 01:45 – Create a new SLA Policy 03:04 – SLAs in action 04:28 – Outro **Check out more Odoo tutorials** – Helpdesk playlist **App documentation** – Helpdesk: [Getting Started] – Helpdesk: [Receiving Tickets] […]
In this video, learn how to use Dynamic Caller ID with Odoo VoIP. 0:00 Introduction 1:07 Axivox Dashboard 1:16 Default outgoing number 1:50 User-level outgoing number 2:45 Add a user options 3:09 Settings (Advanced Options) 4:22 Conclusion Other lessons related to this video: Introduction to Dial Plans: Advanced Dial Plans: Conference Calls: Make, Receive, Transfer, […]
Learn how to speed up your receipts and deliveries using Odoo’s Barcode app. 00:00 – 01:17 Intro 01:18 – 02:08 Enable barcodes 02:09 – 03:53 Add barcodes to products 03:54 – 05:21 Receipts 05:22 – 06:19 Deliveries 06:20 – 06:40 Conclusion Other lessons related to this video: – Warehouse Ops: – Inventory basics and your […]
Learn how to do inventory audits in the Barcode app! **Check out more Odoo tutorials** – Warehouses & Locations: – Inventory Adjustments & Cycle Counts: – Intro to Barcodes: **App documentation** – All Barcode docs: **See what Odoo can do for you!** – Schedule a demo: – Start a free trial: #Barcode #Inventory #Adjustments #Odoo #Inventory