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
  • How to schedule a meeting in odoo crm or openerp crm?

    Schedule Meetings: When you click on the “Meeting” button the following Calendar view will be displayed from where you can select a date and setup a meeting on that date. When you click on any date, the following form will be displayed:

  • How to schedule a call or log a call in odoo crm or openerp crm?

    Schedule/Log Calls When you click on “Schedule/Log Call” you will see the following window. From this form you can “Log a call” or “Schedule a new call” When you click on the “Schedule a new call” the following form will be displayed:

  • How to send email to a lead in odoo crm or openerp crm?

    Sending Email: If you wish to send email to the lead, you need to click on the “Send Email” option. The following form will be opened. The followers of that lead and you can add more recipients here. You can edit the lead data by clicking on the Kanban Card or by selecting the edit… Read more »

  • How to convert a lead into opportunity in odoo crm or openerp crm?

    Opportunities Kanban View: Maintaining leads from “Kanban View” Sales>Opportunities From this single window you can manage all your CRM activities from creating a new lead to creating a Quotation. When you click on the down phasing arrow which is on the Kanban Card you will see the drop down menu. From the above drop down… Read more »

  • How to create lead record in odoo crm or openerp crm?

    Create leads You can view the existing leads and create new leads from Sales>Leads In the above window you can view the list of leads created with column names “Creation Date”, “Subject”, “Customer Name”, etc. We can create new lead from Sales>Leads>Create Button When you click on the create button. You will find the following… Read more »

  • How to create marketing channels and marketing campaigns in Odoo or OpenERP CRM?

    Channels You can view and create “Channels” from Sales>Configuration>Leads and Opportunities>Channels Sales>Configuration>Leads and Opportunities>Channels>Create Campaigns You can view and create “Campaigns” from Sales>Configuration>Leads and Opportunities>Campaigns Sales>Configuration>Leads and Opportunities>Campaigns>Create

  • How to create Sales Tags and Sales Stages in Odoo CRM?

    Sales Stages in Odoo CRM. You can view and create “Stages” from Sales>Configuration>Leads and Opportunities>Stages Sales>Configuration>Leads and Opportunities>Stages>Create Sales Tags. You can view and create “Sales Tags” from Sales>Configuration>Leads and Opportunities>Sales Tags Sales>Configuration>Leads and Opportunities>Sales Tags>Create

  • How to create Sales Teams in Odoo CRM?

    Sales Teams You can view and create “Sales Teams” from Sales>Configuration>Sales Teams Sales>Configuration>Sales Teams>Create

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