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How to setup and run a Project Management module in Odoo.Part-1

Updated 7 days ago

Creating project using sale order Open the Project in Form View Setting up Milestone/Phases in Project Tasks Creating project using sale orde ...

Set up Odoo apporval levels for Employee timesheets

Updated 8 days ago

When there are more number of reporting employees for a project manager, from different projects timesheets can be directed to that manager for Approv ...

Create Employee appraisals in odoo

Updated 8 days ago

To conduct periodic performance review of employee which is configurable in Odoo follow the screenshot. Once ticked and settings are applied human res ...

How to create Sales teams and team leads in Odoo

Updated 8 days ago

When there are different kind of channels for sales such as Direct, website e-store etc. Sales team also can be re-ordered to required needs. Sales gl ...

How to create products in Odoo for Sales process

Updated 8 days ago

Create products by following the below navigation from Sales menu go to Products sub menu. From Products sub menu access All products and create your ...

How to create Sales Invoice On Demand and On Delivery order In Odoo

Updated 8 days ago

In a scenario where invoices are to be available on demand, say the customer is asking invoice before the shipment at those times it is must to have i ...

How to enable different unit of measure in Odoo

Updated 8 days ago

Units of measurement are important indicators in any Enterprise system. Record , Monitor and Control inward and outward movement of resources with so ...

How to create Sales Contacts in odoo

Updated 8 days ago

In Odoo sales process at times when there are more than one contact persons from the customer company then you will need to maintain different contact ...

How to allocate a Salesperson to a lead in Odoo

Updated 8 days ago

When a lead becomes interesting it is ideal to tag a sales person for more personal interaction until it turns out to be an Opportunity. In Odoo you c ...

How to relate Lead to a company in Odoo

Updated 8 days ago

In Business as many of the leads are refered from company and other partners in Odoo to track Leads and their related company we have below feature. O ...