
Cartel & Co. Odoo User Manual
Responsible | ** Hayssam Bejjani (Sales) |
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Last Update | 03/07/2024 |
Members | 2 |
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Homepage
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Welcome!
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Homepage
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Homepage Shortcuts & Features
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Basic Set Up
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Updating Company Details
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Adding Users and Roles
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Removing Users
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Setting Up Operations Types
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Setting Up Warehouses and Locations
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Setting Up Payment Terms
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Setting Up Price Tiers
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Setting Up Multi-Currency
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Set Up Tax Rates
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Developer Mode: Groups, Access Rights, Record Rules
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Turn off App Notifications
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Sales
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Sales Overview
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Creating a New Customer
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Editing Customers in Bulk
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Archiving and Deleting a Customer
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Creating Manual Sales Orders
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Editing a Sales Order
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Duplicating a Sales Order
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Printing and Sending Sales Order
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Viewing the History of Emails Sent to Customers
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Adding Followers to Sales Orders
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Creating a Delivery
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Creating an Invoice
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Creating Invoice for the Batch
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Creating an Invoice for items that are not Products
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Invoicing of Orders by Bulk
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Sending Invoices
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Sending a Pro-forma Invoice
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Adding a Payment to an Invoice
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Issuing a Credit Note and Refund to Customers
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Creating a Credit Note with Stock Return
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Creating a New Pricelist
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Updating Product Prices in the Pricelist
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Sales History
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Searching for Abandoned Cart Orders
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Managing Backorders
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Managing Credit Limit Orders
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Creating a Batch Transfer for the Delivery Orders and Print Consolidated Batch transfer
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Completing Validation once Products are Dispatched from Warehouse
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Printing Delivery Slips/Packing Slips for the Batch
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Printing Consolidated Pick List when Products are not Available but are due to be Received Soon
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Printing Shipping Labels Bulkly for the Deliveries
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Exporting Delivery Orders Info for the Manifest
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Creating /Editing /Publishing a Delivery Method
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Sales Analysis Report
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Creating a Standalone Credit and Applying it to the Invoice
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Processing and Sending Customer Statements
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Inventory
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Inventory Overview
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Creating and Managing New Product
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Uploading Images for a Product
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Setting Up Units Of Measure
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Using Different Units of Measure
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Checking the Batch Numbers and Expiration Dates for Stock
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Checking Stock Availability
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Creating Product Categories
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Creating Product Routes
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Archive/Unarchive a Product
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Scrapping Products
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Invoicing Policy
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Creating an Internal Transfer
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Updating Tracking Reference and Carrier in Bulk
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Creating Stock/Inventory Adjustments
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Fixing Negatives in the Inventory Adjustment
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Managing Replenishments
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Reordering and Put away Rules
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Adding Shipping Methods
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Stocktake
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Generating Inventory Reports
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Enabling Stock Move option
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B2B
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Giving B2B Portal Access to Customers
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Granting Portal Access to a New Email Address and Removing the Previous Email Address from the Customer Card
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Logging in to Customer B2B on behalf of the Customer
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Checking Invoice Status of a Customer, Transfers (Deliveries) and Order History by Product Wise then Create a Sales Order
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Publishing a Product in B2B
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Exports & Imports
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Menu Items
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Exporting Data from Odoo
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Importing Data into Odoo
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Searching and Filters in Odoo
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Testing
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Purchases
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Purchase Overview
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Creating a New Supplier
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Searching for a Supplier
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Deleting and Archiving Suppliers
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Creating a Purchase Order
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Copying a Purchase Order
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Printing a Purchase Order
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Emailing a Purchase Order
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Editing a Purchase Order after it has been Confirmed
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Voiding a Purchase Order
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Setting Up Vendor Pricelist
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Receiving Stock on a Purchase Order
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Managing a Partial Receipt of Stock
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Adding Expiry Dates to Products Upon Receipt
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Updating Scheduled Date of Receipt of Goods in a Purchase Order
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Creating Vendor Bill Payments
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Managing Vendor Bills
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Creating one Bill for Multiple Purchase Orders (Same Vendor)
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Integrating Landed Costs to Products
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Placing an Order through Replenishment Module
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Currency Differences
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Creating Purchase Analysis Report
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