backup_odoo

How to backup large database files in Odoo?

What do we mean by huge database? While I was working on one of the projects related to the Construction Company, as a routine job I used to take backups of the database from the database manager. Every time the database backup fails. I did not understand what is the reason behind this. And the… Read more »

purchase_receipt

How to enter Purchase receipts in Odoo?

Purchase receipts are different than vendor bills. Vendor bills are requests for payment. If I issue a Purchase Order my vendor will in most business cases send me a Vendor Bill. Depending on his invoice policy I then have a defined amount of time to pay the Bill. Purchase receipts are confirmations of received payments…. Read more »

How to enable technical features for a user in Odoo?

How to enable technical features(TF) for a user in Odoo Technical features for a user in Odoo are nothing but giving access rights to the user to control configuration and other technical settings. When we freshly install Odoo by default the user will not get the TF enabled. The following is the window how the… Read more »

How to manage leads from Kanaban view in Odoo CRM?

Kanban View: Kanban is a Japanese word. It means “card”. The leads information will be displayed in the form of cards where you can change the status or stage of the lead by dragging from one stage to another and the information will get updated automatically. Maintaining leads from “Kanban View” Sales>Opportunities From this single… Read more »

How to create a leads record in Odoo CRM?

How to create a lead record in Odoo CRM Create Leads Odoo CRM provides a variety of options to be maintained in CRM lead form. Here you can mention different options which give an almost clear picture about lead. You can view the existing leads and create new leads from Sales>Leads In the above window,… Read more »

How to create sales channels and sales campaigns in Odoo CRM?

Sales channels and sales campaigns in Odoo CRM Sales Channels You can view and create “Channels” from Sales>Configuration>Leads and Opportunities>Channels Sales>Configuration>Leads and Opportunities>Channels>Create Sales Campaigns You can view and create “Campaigns” from Sales>Configuration>Leads and Opportunities>Campaigns Sales>Configuration>Leads and Opportunities>Campaigns>Create

What is ERP Software?

ERP Software The abbreviation of ERP is Enterprise Resource Planning. Means any Enterprise will have various resources like Human Resource, Machinery, Products, etc. Managing these resources efficiently to get optimum result is the purpose of  ERP Software. For doing this Job, automation of this process is required. And here comes the ERP software. The main goal… Read more »

Job Positions and Departments in Odoo HRM

Job Positions You can view or create the “Job Positions” from Human Resources>Configuration>Job Positions

Reconcile the invoice in Odoo Financial Accounting

Reconcile the invoice We can reconcile the invoices from here. Accounting>Periodic Processing>Reconciliation

Latest
  • backup_odoo

    How to backup large database files in Odoo?

    What do we mean by huge database? While I was working on one of the projects related to the Construction Company, as a routine job I used to take backups of the database from the database manager. Every time the database backup fails. I did not understand what is the reason behind this. And the… Read more »

  • purchase_receipt

    How to enter Purchase receipts in Odoo?

    Purchase receipts are different than vendor bills. Vendor bills are requests for payment. If I issue a Purchase Order my vendor will in most business cases send me a Vendor Bill. Depending on his invoice policy I then have a defined amount of time to pay the Bill. Purchase receipts are confirmations of received payments…. Read more »

  • odoo developer mode

    How to activate developer mode or debugging mode in Odoo

  • How to enable technical features for a user in Odoo?

    How to enable technical features(TF) for a user in Odoo Technical features for a user in Odoo are nothing but giving access rights to the user to control configuration and other technical settings. When we freshly install Odoo by default the user will not get the TF enabled. The following is the window how the… Read more »

  • How to manage leads from Kanaban view in Odoo CRM?

    Kanban View: Kanban is a Japanese word. It means “card”. The leads information will be displayed in the form of cards where you can change the status or stage of the lead by dragging from one stage to another and the information will get updated automatically. Maintaining leads from “Kanban View” Sales>Opportunities From this single… Read more »

  • How to create a leads record in Odoo CRM?

    How to create a lead record in Odoo CRM Create Leads Odoo CRM provides a variety of options to be maintained in CRM lead form. Here you can mention different options which give an almost clear picture about lead. You can view the existing leads and create new leads from Sales>Leads In the above window,… Read more »

  • How to create sales channels and sales campaigns in Odoo CRM?

    Sales channels and sales campaigns in Odoo CRM Sales Channels You can view and create “Channels” from Sales>Configuration>Leads and Opportunities>Channels Sales>Configuration>Leads and Opportunities>Channels>Create Sales Campaigns You can view and create “Campaigns” from Sales>Configuration>Leads and Opportunities>Campaigns Sales>Configuration>Leads and Opportunities>Campaigns>Create

  • What is ERP Software?

    ERP Software The abbreviation of ERP is Enterprise Resource Planning. Means any Enterprise will have various resources like Human Resource, Machinery, Products, etc. Managing these resources efficiently to get optimum result is the purpose of  ERP Software. For doing this Job, automation of this process is required. And here comes the ERP software. The main goal… Read more »

  • Job Positions and Departments in Odoo HRM

    Job Positions You can view or create the “Job Positions” from Human Resources>Configuration>Job Positions

  • Reconcile the invoice in Odoo Financial Accounting

    Reconcile the invoice We can reconcile the invoices from here. Accounting>Periodic Processing>Reconciliation

  • Employee tags in Odoo HRM

    How to create Employee Tags Employee tags are very important in HRM process. You can view or create the “Employee Tags” from Human Resources>Configuration>Employee Tags To create a Employee tag click on create button and fill the details in the fields provided like “Category” and “Parent Category” Human Resources>Configuration>Employee Tags>Create

  • How to cancel Journal Entries in Odoo Financial Accounting?

    How to cancel Journal Entries In this article you will learn how to cancel a posted journal entry. To cancel any posted Journal Entry you need to select the option “Allow cancelling Entries” from journals Accounting>Configuration>Journals Select the journal which you want to make available for cancelling proceed further

  • How to create Periods in Odoo(OpenERP) Financial Accounting?

    Creating Periods. Fiscal Years: You can view and create the “Fiscal Years” from following steps Accounting>Configuration>Periods>Fiscal Years In the following window you can view the columns like “Code”, “Fiscal Year”, and “Status” Accounting>Configuration>Periods>Fiscal Years>Create Example: You can create “Monthly Periods”

  • Creating a Customer Invoices in Odoo Financial Accounting Module?

    Customer Invoices. You can view the existing customer invoices which are generated from Sales Orders and you can create new Customer Invoices directly from here Accounting>Customers>Customer Invoices After selecting the invoice you can validate, register payment, refund invoice, etc can be done from here. In the above window you need to select payment method through… Read more »

  • How to create Sales quotations in Odoo Sales or Openerp Sales?

    Creating a Sales Quotations In this article you will learn how to create a sales quotations in Odoo(OpenERP) Sales module. To view and create new Sales Quotations you need to click on Sales>Quotations 1. Sales Quotation To create a new quotation you need to click on “Create Button” In the above form you need to… Read more »