Home └Cartel & Co. Odoo User Manual

Cartel & Co. Odoo User Manual


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