How to set up email templates in Odoo? Email templates in Odoo allow you to automate the sending of emails to clients, suppliers, or employees. You can create templates with fixed text, dynamic variables (e.g., client name, order amount) a...
How to set up automatic emails for clients to evaluate service quality (project management)? The 'Client Evaluation' function in the 'Projects' module allows you to automatically request the client to evaluate the completed work (by task or project) — when the task transitions to a specified ... v18 проекти
How to set up automatic email sending when changing the pipeline stage in Odoo (CRM)? In Odoo CRM, you can set it up so that when an opportunity moves to a certain stage of the pipeline, the system automatically sends an email to the client. This is convenient for welcome messages, req... CRM v18
How to create a catalog in Odoo without displaying prices or orders? Sometimes you need to show clients a range of products without the ability to purchase or view prices. In Odoo, this is implemented through website and product catalog settings. Step 1: Disable sellin... v17 сайт ціна
How to open project information on a personal portal in Odoo? The 'Share Project' feature allows you to grant access to your project to your clients or colleagues without needing to open the entire Odoo system for them. This is convenient because: Clients can vi... v18 особистий кабінет проекти
How to set up payment terms in Odoo? Payment terms allow you to automatically determine when an invoice should be paid by the client or when you need to pay the supplier. This is convenient for cash flow control, reporting, and accountin... v17 оплата
How to add a pop-up on an Odoo site? The pop-up in Odoo Website is used to attract the attention of visitors: displaying promotions or discounts, subscription offer, informing about important updates, collecting contact information. Step... v18 сайт
How to work with automatic stock replenishment rules (Min-Max) in Odoo? Reordering Rules in Odoo allow you to control the minimum stock level in the warehouse. If necessary, they allow you to automatically create purchase orders or internal transfers to replenish stocks. ... v17 склад
How to upload translations to the database? Exporting and editing translations are necessary when the standard Odoo translation is missing or incorrect. This allows you to adapt terms to internal business logic, make the system understandable f... v17 загальні налаштування переклад
How to give a client access to the portal: manual addition and open registration? The personal account in Odoo (portal) is an individual page for customers where they can place a new order, access previous orders, invoices, upload documents, and monitor the processing of their requ... v17 портал права доступу права користувачів
How to set up a price list to display prices on the Odoo website? Odoo has the ability to display different prices on the website for: Guests (unauthorized users) – general price list. Authorized users – individual or special price list. 1.General price list (for al... v17 прайс-лист сайт
How to work with subcontracting in Odoo? Subcontracting is the transfer of production of products or part of the production process to a third-party contractor. In Odoo Community, this tool allows you to automate work with subcontractors: co... v17 субпідряд