October 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 […]
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October 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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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