October 25, 2023
WHAT’S NEW WITH PWA SHORTCUTS? PWA shortcuts are like little doors on your home screen or desktop that open up directly into different sections of Odoo. With these shortcuts, you don’t need to go through the usual steps to get to your Odoo data. And guess what? They work offline too, so you can get […]
Read moreOctober 23, 2023
UNCOVERING THE NEW LOOK OF ODOO 17 1) FRESH COLORS AND ICONS Odoo 17 sports a new color scheme with more calming tones and modern, easy-to-understand icons. It gives a more professional and sleek look to the platform. 2) USER-FRIENDLY FONTS AND LAYOUT The new font style is easy on the eyes, and the updated […]
Read moreOctober 23, 2023
WHY ADVANCED SEARCH? GETTING STARTED WITH ADVANCED SEARCH 1) Hit the Advanced Search button in the list view of the model you’re exploring and a window of search criteria will greet you. 2) Choose your field, select an operator like ‘Equal to’, and input your search term. Add more criteria if needed, and hit the […]
Read moreOctober 23, 2023
1) PRODUCT MANAGEMENT MASTERY Creating and managing your product listings is a cinch with Odoo 17. You can effortlessly add new products, set up eye-catching descriptions, and upload high-quality images to entice your customers. Organizing your products is simplified with categories and sub-categories, making it easier for customers to find exactly what they’re looking for. […]
Read moreOctober 23, 2023
1) Chatting Directly from Odoo Messages from customers on WhatsApp can now be seen and replied to directly in Odoo. This means less mix-up and faster replies! 2) Create Your Own Message Templates Businesses can make their own message templates for common questions. This way, a ready answer can be sent quickly, saving time and […]
Read moreOctober 20, 2023
UNDERSTANDING AND TAILORING ODOO 17’S CRM MODULE 1. Recognize Your Business Specificities Start by delineating your business goals and CRM requirements. This foundational step ensures that all subsequent customizations align with your objectives. 2. Augmenting Data Fields and Objects Odoo 17 allows you to introduce new fields to existing objects or even create new objects […]
Read moreOctober 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 moreOctober 20, 2023
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 moreOctober 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 moreOctober 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 […]
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