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 »
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 »
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 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 »
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
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 You can view or create the “Job Positions” from Human Resources>Configuration>Job Positions
Reconcile the invoice We can reconcile the invoices from here. Accounting>Periodic Processing>Reconciliation
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 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
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”
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 »
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 »
Products In Odoo the products record has many options. You can manage the type of product whether it is “consumable”, “stockable” or “service”. You can define different “suppliers” for the product. Not only these, there are many other options available in product record. You can view or create products from the following menu Products>Products When… Read more »
Product Categories: Purchase>Configuration>Product Categories When you click on the product categories you will be able to see the existing product categories list. Purchase>Configuration>Product Categories>Create When you click on the create button the following form will be opened for creating a new product category. The Mandatory field over here is “Name”, the other details are parent… Read more »
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