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Hello!

Welcome to my Blog. This is Siraz and I would like to share many things with you people on my personal blog. Keep checking my blog for great articles. Thanks…

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How to manage leads from Kanaban view in Odoo CRM?

Kanban View: Kanban is a Japanese word. It means “card”. The leads information will be displayed in the form of cards where you can change the status or stage of the lead by dragging from one stage to another and the information will get updated automatically. Maintaining leads from “Kanban View” Sales>Opportunities From this single… Read more »

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How to create a leads record in Odoo CRM?

How to create a lead record in Odoo CRM Create leads Odoo CRM provides a variety of options to be maintained in CRM lead form. Here you can mention different options which gives almost clear picture about lead. You can view the existing leads and create new leads from Sales>Leads In the above window you… Read more »

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How to create sales channels and sales campaigns in Odoo CRM?

Sales channels and sales campaigns in Odoo CRM Sales Channels You can view and create “Channels” from Sales>Configuration>Leads and Opportunities>Channels Sales>Configuration>Leads and Opportunities>Channels>Create Sales Campaigns You can view and create “Campaigns” from Sales>Configuration>Leads and Opportunities>Campaigns Sales>Configuration>Leads and Opportunities>Campaigns>Create

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Employee tags in Odoo HRM

How to create Employee Tags Employee tags are very important in HRM process. You can view or create the “Employee Tags” from Human Resources>Configuration>Employee Tags To create an Employee tag click on create button and fill the details in the fields provided like “Category” and “Parent Category” Human Resources>Configuration>Employee Tags>Create

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How to cancel Journal Entries in Odoo Financial Accounting?

How to cancel Journal Entries In this article, you will learn how to cancel a posted journal entry. To cancel any posted Journal Entry you need to select the option “Allow canceling Entries” from journals Accounting>Configuration>Journals Select the journal which you want to make available for canceling proceed further

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How to create Periods in Odoo(OpenERP) Financial Accounting?

Creating Periods. Fiscal Years: You can view and create the “Fiscal Years” from following steps Accounting>Configuration>Periods>Fiscal Years In the following window, you can view the columns like “Code”, “Fiscal Year”, and “Status” Accounting>Configuration>Periods>Fiscal Years>Create Example: You can create “Monthly Periods”

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Creating a Customer Invoices in Odoo Financial Accounting Module?

Customer Invoices. You can view the existing customer invoices which are generated from Sales Orders and you can create new Customer Invoices directly from here Accounting>Customers>Customer Invoices After selecting the invoice you can validate, register payment, refund invoice, etc can be done from here. In the above window you need to select payment method through… Read more »

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How to create Sales quotations in Odoo Sales or Openerp Sales?

Creating a Sales Quotations In this article you will learn how to create a sales quotations in Odoo(OpenERP) Sales module. To view and create new Sales Quotations you need to click on Sales>Quotations 1. Sales Quotation To create a new quotation you need to click on “Create Button” In the above form you need to… Read more »