Using Quotation Templates to Streamline Sales In Odoo, you can simplify your sales process by using Quotation Templates. The templates streamline repetitive tasks, making it easier and faster to create sales orders. Quotation templates can be acc... Functional Odoo 18 Sales Jan 27, 2025 Posts
Auto-Create Purchase Orders for Subcontracted Services When offering services that are subcontracted from a third party, it can be convenient to have a purchase order for the service automatically created when the sales order is confirmed. In Odoo, this i... Functional Odoo 18 Purchase Sales Jan 10, 2025 Posts
Estimated vs Real Shipping Costs In Odoo, external shipping providers like DHL and FedEx offer different ways to calculate shipping costs on sales orders. This is controlled by the Invoicing Policy , which is available when the Inte... eCommerce Functional Inventory Odoo 18 Sales Dec 21, 2024 Posts
Invoicing Policies for Services in Odoo In Odoo, the timing of when you can invoice for a service depends on the Invoicing Policy set for the product. Here is a breakdown of the four available options for service products: Prepaid/Fixed P... Accounting Functional Odoo 18 Sales Dec 21, 2024 Posts
Invoicing Policies for Products in Odoo In Odoo, the Invoicing Policy is configured at the product level. This setting is located under the General tab of each product. Depending on the product type, different invoicing options are availa... Accounting Functional Odoo 18 Sales Dec 21, 2024 Posts
Understanding Pricelist Rule Hierarchy in Odoo In Odoo, when setting up a pricelist with multiple rules based on product categories, the system always applies the most specific rule. For example, consider the product "Office Desk," which belongs t... Functional Odoo 18 Sales Dec 10, 2024 Posts
How to Generate Separate Purchase Orders for Each Sales Order in Odoo If you are using the Replenish on Order (MTO) route in Odoo to replenish products and require each sales order to generate its own purchase order, here’s a quick guide to set it up: Activate the “Mult... Functional Inventory Odoo 18 Purchase Sales Dec 10, 2024 Posts
How to Change Product Prices Using Pricelists In Odoo it is really convenient to change the price of multiple products using the pricelist option. In this post we will go through the steps that are needed to make that happen. At first would be ne... Functional Odoo 17 Odoo 18 Sales Mar 4, 2024 Posts
Overview of the Sale Financial Risk Module Sale Financial Risk module extends the Account Financial Risk by providing control of the customer’s credit limit in the sales order. This allows the system to include the financial risk check at the ... Accounting Functional Sales Dec 25, 2023 Modules Review