Odoo functional tips

Odoo functional tips

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  www.cybrosys.com Odoo Functional Tips
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  INTRODUCTION • Odoo isan open-source ERP. • Odoo can be used both on premises or on a cloud. • Odoo has a highly integrated modular structure so that required modules can be installed whenever needed.
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  • Odoo isused 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. • To share some of such features which are not noticed by users
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  Total Payable AndReceivable In Customer Form
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  • There aretwo 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.
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  Selling A PackOf Products • 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).
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  • First, weneed 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.
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  Connect Payroll withAccounting To connect payroll with accounting first we need to go to settings in payroll menu and activate payroll with accounting.
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  ProductVarientPrice We can setdifferent prices for different product variant form selecting variant prices in product variant form.
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  • Some mighthave encountered problems while creating variant prices using this. • This feature works only if you set the variant price in the first variant.
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  • In theimage given, 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).
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  Connect Payroll withAccounting To connect payroll with accounting first we need to go to settings in payroll menu and activate payroll with accounting.
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  • Even ifwe 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.
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  If the fieldsdebit account and credit account is not set then it will not create accurate accounting entries
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  Journal ItemsView • Journalitems 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.
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  Refer this linkfor more: https://www.cybrosys.com/blog/odoo-functional-tips
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  Thank You ! CybrosysTechnologies Pvt. Ltd. Neospace, Kinfra Techno Park, Kakkancherry, Calicut University P.O. Calicut Kerala, India - 673635. Cybrosys Ltd 15, ST Antonys Road, Forest Gate, London England, E79QA. Cybrosys Technologies Pvt. Ltd. 1st Floor, Thapasya Building, Infopark, Kakkanad, Kochi, Kerala, India-682030.