Odoo is an open-source ERP. Odoo can be used both on premises or in the cloud. Odoo has a highly integrated modular structure so that required modules can be installed whenever needed.
2. INTRODUCTION
• Odoo is an open-source ERP. Odoo can be used both on premises or on a cloud.
• We should keep good connection with customer after sale also.
• Odoo has a highly integrated modular structure so that required modules can be installed
whenever needed.
3. • Odoo is used by all types of business from small to large industries.
• Still many users are unaware of the basic features in many modules they
use daily. Here I would like to share some of such features which are not
noticed by users.
5. • There are two fields Total Payable and Total Receivables in Odoo customer
form view. Many users are unaware of these fields as they are available
only in developer mode. In such cases, we can create customer from above
form.
6. Selling of a Product
• If we need to sell a product as a pack of products, many users will go for
custom made apps. A solution for this is to create Bill Of Materials (BOM).
7. • First, we need to create a product (the pack to be sold). Then in its bill of
materials, we can define the set of products in the pack. And inside bill of
materials, we should define the BOM type as Ship this product as a set of
components..
8. ProductVarientPrice
We can set different prices for different product variant form selecting variant
prices in product variant form.
9. Some might have encountered problems while creating variant prices using
this. This feature works only if you set the variant price in the first variant.
In the image given above, we need to select iPad Retina Display with variants
color white and memory 16 GB. If set variant price in any other variant of the
product, it will not work. This is because in technical side Odoo is creating
variants (product.Product) by copying a product (product.template).
10. Connect Payroll with Accounting
To connect payroll with accounting first we need to go to settings in payroll
menu and activate payroll with accounting.
Even if we do this some might have faced problems that the amount of the
created journal entry will be zero. This is because we need to set default debit
and credit accounts in the salary rule in employee contract.
11. .
If the fields debit account and credit account is not set then it will not create
accurate accounting entries
12. JournalItemsView
Journal items is another view available in developer model only. We can view
individual journal items from this menu. However creating a journal item is
disabled in this view as Odoo allows to create balanced journal entries.
13. Refer this link for more:
https://www.cybrosys.com/blog/odoo-functional-tips
14. Thank You !
Cybrosys Technologies Pvt. Ltd.
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