- CRM
-
Sales
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Sales Overview
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How to Create Customer
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How to Create Product
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Product Packaging
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How To Set Up Taxes
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Easy Variants Creation for products
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Quotation Templates
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How to Set Up Shipping Methods
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How to Setup Payment Terms
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Lot / Serial number configuration
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Upselling invoice
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Unit Of Measure (UoM)
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Sales Pricelist
-
Creating Activity Types
-
-
Purchase
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Purchase Overview
-
How to create vendor
-
How to create Purchase order
-
How to set warnings while purchasing ?
-
Debit Note
-
Vendor pricelist
-
Purchase Goods Receipt Confirmation
-
Odoo Purchase Agreement - ( Call for tender )
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Odoo Purchase Agreement - ( Blanket Order )
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3-Way Matching
-
Purchase Dashboard
-
Dropshipping
-
-
Inventory
-
Inventory Overview
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How to make inventory adjustments
-
How to scrap products
-
Reordering Rule
-
Replenishment
-
Batch picking
-
Delivery packages
-
How to configure landed cost
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Lead Time
-
How to assign owner for products
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How to assign owner for products by consignment
-
How to configure expiration date on product
-
How to configure route and rule
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Operation type
-
Putaway rule
-
Inventory valuation
-
-
Accounting
-
Accounting Overview
-
Credit notes
-
Follow up on invoices
-
Refunding an invoice
-
Cash rounding
-
Fiscal positions and tax mapping
-
How to configure journals
-
Reconciliation Models
-
How to Manage Currencies ?
-
Incoterms
-
Budget Management Accounting
-
Assets Management (Depreciation) | Accounting
-
How to Manage deferred revenue
-
Automatic Grouping of Accounts (Chart Of Accounts)
-
Auto Activity Scheduling for Payment Follow up
-
Disallowed Expenses in Accounting
-
How to Manage Deferred Expense Accounting
-
Payment Refactoring Accounting
-
Unrealized Currency Gains/Losses Accounting
-
-
Point of Sale
-
Point of Sale Overview
-
How to split bills PoS
-
What is PoS Rescue Session?
-
How We Can Add Notes In PoS ?
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how we can apply customer tips PoS?
-
how we can give rewards PoS
-
how we can manage tables in bar/restaurant on PoS
-
barcode scanner PoS
-
Use of Lots and Serial Number PoS
-
validate closing and post entries in pos
-
End of session PoS
-
Cash in/out in PoS (put money in and take money out )
-
sales details in PoS
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payment methods in PoS
-
- Project
- Website
-
E-Commerce
-
E-Commerce Overview
-
How to suggest optional products to the customer website?
-
How to suggest alternative products to customers website?
-
How to sell digital contents?
-
How to compare products?
-
How to use pricelists and discounts?
-
Configuring Multi currency in website
-
How customers can enter shipping address website?
-
What is Abandoned cart website and how to manage it ?
-
How to publish a product
-
How to add blogs to website
-
How to create pages and edit layout
-
How to configure payment acquirers
-
Difference between optional productand accessories
-
What is Link trackers and how to configure it ecommerce website
-
How to configure shipping website
-
-
Human Resource
-
Manufacturing Overview
-
Human Resource Overview
-
Bill of Materials Manufacturing
-
Recruitment
-
Manufacturing Order Management Manufacturing
-
Attendance
-
How to configure work Centers Manufacturing
-
Employee
-
How to Unbuild a Product Manufacturing
-
Appraisal
-
Scrap Orders Management Manufacturing
-
Payroll
-
Subcontracting Manufacturing
-
Timeoff
-
Product Lifecycle Management Manufacturing
-
Survey
-
Quality Management Manufacturing
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Expense
-
Maintenance Management Manufacturing
-
Referral
-
Repair Management Manufacturing
-
- Other Apps
How to create and manage stages project
As soon as you enter the project management module, you see the dashboard. The dashboard gives you a glimpse of every project that currently the company has in its store. From here, one can get a complete overview of the project and also the tasks underneath every project.
Video Contents
00:00 Introduction
00:53 How to Manage Stages in Odoo
01:42 How to Add Planning in Timesheets
02:11 How to Add a New Stage
03:22 How to Quickly add a Task
06:30 How to move a task to the done stage
To view the tasks, click on the TASK icon.
Here you can see the various tasks under a project, also which stage they belong to.
To get an overview of the project, click the OVERVIEW icon. Upon, clicking you will be navigated to a new window like below: CREATING NEW PROJECT
To create a new project, you can click on the CREATE button on the dashboard. Upon clicking the button, you are navigated to a new screen Here you can add the project name and select the following options:
- Planning to enable planning tasks on the project.
- Timesheet to enable timesheets on the project.
- Bill form Tasks to enable billing from tasks.
- Worksheets to enable customizable worksheets on Tasks.
Later click the CREATE button.
Upon clicking the create button, you will be redirected to a new page like below. Here, you can add certain columns to your project. They will act in different stages for your project tasks. You can name the tasks in a chronological order based on your project. Add as many columns as you need.
Odoo helps you with certain examples for different use cases. For that click the EXAMPLES button.
Odoo has set different examples for different projects for instance- Software Development, Digital Marketing, Getting things done, Research Project, and more.
To close the window, click the button GOT IT. And now you can add your titles. Once you add your desired columns and create the few tasks via clicking on the CREATE button REARRANGE TASK STAGES
From the Kanban view of the project, one can add as many stages as they want, also they can be rearranged via simply dragging and dropping the column to the desired location. One can also fold/ unfold the stages by using the Setting icon on your desired stage. One can edit the stages, delete them, archive/unarchive the task.
Read Blog: https://www.cybrosys.com/blog/how-to-manage-projects-odoo-14
#odoo14 #odoo #odoo14project
►► Visit our company website: https://www.cybrosys.com/
Connect with us:
► Facebook: http://ow.ly/Ty0Q30lc5TU
► twitter: http://ow.ly/s5cV30lc5Vc
► LinkedIn: http://ow.ly/GJfg30lc5WT
► Pinterest: http://bit.ly/2I2b5N0
About Us
Cybrosys is enriched with technical experts and research scholars producing high-end quality software tools. Our sophisticated infrastructure and lab facilities constantly bring in new technological innovations and attributions. Partnership with ODOO, MICROSOFT, IBM, Intel, HP, NASSCOM proves our strength and excellence.
We are Odoo Gold Partners standing par excellence in Odoo Implementation, Customization, and allied services. We do Source code sale and Employee outsourcing. The latest research and developments in Cybrosys are being conducted in Blockchain. Our robust quality product and services are widely used by clients residing across in India, USA, UK, Middle East & Europe.
Video Contents
00:00 Introduction
00:53 How to Manage Stages in Odoo
01:42 How to Add Planning in Timesheets
02:11 How to Add a New Stage
03:22 How to Quickly add a Task
06:30 How to move a task to the done stage
To view the tasks, click on the TASK icon.
Here you can see the various tasks under a project, also which stage they belong to.
To get an overview of the project, click the OVERVIEW icon. Upon, clicking you will be navigated to a new window like below: CREATING NEW PROJECT
To create a new project, you can click on the CREATE button on the dashboard. Upon clicking the button, you are navigated to a new screen Here you can add the project name and select the following options:
- Planning to enable planning tasks on the project.
- Timesheet to enable timesheets on the project.
- Bill form Tasks to enable billing from tasks.
- Worksheets to enable customizable worksheets on Tasks.
Later click the CREATE button.
Upon clicking the create button, you will be redirected to a new page like below. Here, you can add certain columns to your project. They will act in different stages for your project tasks. You can name the tasks in a chronological order based on your project. Add as many columns as you need.
Odoo helps you with certain examples for different use cases. For that click the EXAMPLES button.
Odoo has set different examples for different projects for instance- Software Development, Digital Marketing, Getting things done, Research Project, and more.
To close the window, click the button GOT IT. And now you can add your titles. Once you add your desired columns and create the few tasks via clicking on the CREATE button REARRANGE TASK STAGES
From the Kanban view of the project, one can add as many stages as they want, also they can be rearranged via simply dragging and dropping the column to the desired location. One can also fold/ unfold the stages by using the Setting icon on your desired stage. One can edit the stages, delete them, archive/unarchive the task.
Read Blog: https://www.cybrosys.com/blog/how-to-manage-projects-odoo-14
#odoo14 #odoo #odoo14project
►► Visit our company website: https://www.cybrosys.com/
Connect with us:
► Facebook: http://ow.ly/Ty0Q30lc5TU
► twitter: http://ow.ly/s5cV30lc5Vc
► LinkedIn: http://ow.ly/GJfg30lc5WT
► Pinterest: http://bit.ly/2I2b5N0
About Us
Cybrosys is enriched with technical experts and research scholars producing high-end quality software tools. Our sophisticated infrastructure and lab facilities constantly bring in new technological innovations and attributions. Partnership with ODOO, MICROSOFT, IBM, Intel, HP, NASSCOM proves our strength and excellence.
We are Odoo Gold Partners standing par excellence in Odoo Implementation, Customization, and allied services. We do Source code sale and Employee outsourcing. The latest research and developments in Cybrosys are being conducted in Blockchain. Our robust quality product and services are widely used by clients residing across in India, USA, UK, Middle East & Europe.
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