October 20, 2023
SETTING UP AUTOMATED RECURRING INVOICING IN ODOO 17 1) Accessing Invoicing Module Navigate to the Invoicing module from your Odoo dashboard. This module houses various options to manage and streamline your invoicing processes. 2) Creating Recurring Invoice Templates Under the Customers menu, go to Subscriptions to create or edit existing templates. Specify the invoicing frequency […]
Read more
October 20, 2023
![Understanding Access Control and User Permissions in Odoo 17 [A Detailed Walkthrough]](https://blog.pragtech.co.in/wp-content/uploads/2023/10/Understanding-Access-Control-and-User-Permissions-in-Odoo-17-A-Detailed-Walkthrough-01-590x310.jpg)
UNDERSTANDING THE BASICS OF ACCESS CONTROL TYPES OF ACCESS CONTROL 1) Discretionary Access Control (DAC) : This type allows the owner of the information or any object to regulate who can access specific resources. For instance, a project manager could have the discretion to determine which team members can access certain project documents. 2) Mandatory […]
Read more
October 20, 2023
ADVANTAGES OF CUSTOM REPORTS IN ODOO 17 Custom reports in Odoo 17 are the linchpin to a tailored data analysis experience. Unlike the one-size-fits-all generic reports, custom reports are crafted to encapsulate the data most pertinent to your operations, paving the path for precise and insightful analysis. The essence of timely decisions lies in real-time […]
Read more
October 19, 2023
STEPS FOR MIGRATING TO ODOO 17 1) Database BackupPrior to initiating the migration process, it’s imperative to create a backup of your existing database. This acts as a safety net, enabling a restoration of data in the event of any unforeseen migration glitches. Employing robust backup solutions and ensuring they are functioning properly can significantly […]
Read more
October 19, 2023
Streamlining sales processes can significantly bolster a company’s performance. Among the myriad tools available, Odoo 17 stands out with its robust features enabling seamless sales workflows. A crucial aspect of leveraging Odoo to its fullest is the setup of automated workflows which can dramatically enhance efficiency, reduce manual errors and accelerate sales cycles. This procedure […]
Read more
October 19, 2023
SETTING THE STAGE FOR CUSTOMIZATION 1) Familiarizing with Default DashboardEmbark on this customization journey by understanding the default settings, modules and features Odoo 17 dashboard offers. A well-informed start is a precursor to meaningful customization. 2) Identifying Your Customization GoalsList down the modules crucial for your operations, the data you want at your fingertips and […]
Read more
October 19, 2023
USER INTERFACE AND EXPERIENCE (UI & UX) ENHANCEMENTS 1) App Rearrangement In a move to offer more personalized user experiences, Odoo 17 introduces the ability for users to rearrange the positioning of apps on their Home screen. This customization is made effortless with a simple drag-and-drop feature, allowing users to tailor their workspace to their unique […]
Read more
October 18, 2023
Every growing business faces its fair share of challenges. As the operations expand, so does the complexity of managing various aspects of the business. This is where having a robust and efficient IT system becomes crucial. However, not just any system will do. You need a solution that grows with you, understands your changing needs […]
Read more
October 17, 2023
![[Get a Clean Bill ] Why Conducting an ERP Health Check Pre and Post Migration to Odoo 17 is a must](https://blog.pragtech.co.in/wp-content/uploads/2023/10/Why-Conducting-an-ERP-Health-Check-Pre-and-Post-Migration-to-Odoo-17-is-a-must-01-590x310.jpg)
THE SIGNIFICANCE OF AN ERP HEALTH CHECK 1) Identifying Areas of Improvement :An ERP health check is akin to a mirror, reflecting the intricacies of your current system, thereby uncovering areas necessitating improvement. This preliminary step ensures that your migration to Odoo 17 is well-optimized to leverage the new functionalities to the fullest. 2) Evaluating […]
Read more
October 16, 2023
1) MOBILE OPTIMIZATION – A SEAMLESS TRANSITION Odoo 17’s redesigned User Interface (UI) melds modern aesthetics with mobile-responsive design, ensuring consistent, intuitive interactions across devices. 2) IMPROVED MOBILE NAVIGATIONThe new mobile navigation bar in Odoo 17 is not just user-friendly but customizable, enabling effortless access to essential features tailored to individual needs. 3) ENHANCED MOBILE VIEWS A […]
Read more
