How can I customize the PDF reports using Odoo 14 studio app?
Any pdf reports generated in Odoo can be customized using Odoo 14 studio app moreover, it can be a sale order, purchase order or any other reports.
Activate the studio tool and edit any module, sales then click on reports, which will display the reports in the sales module such as proforma invoice, pickup and receipt return or quotation/order. Open any report you want to customize.
Each field in the report can be customized, let us take an example of an address field. For the address field, the address line separator can be a linebreak, coma, space, slash, dash or a vertical bar. It can be aligned, font size, color, paper format, etc can be customized.
How can the calendar view be managed using Odoo 14 studio app?
You will set the start and end dates when enabling the calendar view and then you can activate the view. Moreover, the ‘Default Display Mode’ can be changed to month, week, or day. To make the calendar view the default view, go to views and choose ‘Set as default' from the three dots on the calendar view. When users make a view of the form, they will see a little home button on it.
How can I use the Odoo 14 Studio app to activate various views?
Click on views which will show the various views that are available, such as kanban, calendar, pivot, Gantt, cohort, and so on. A home icon is associated with the default view. By clicking on ‘activate,' and IT will enable the required views. Moreover, in the form, at the right top corner, the activated views are shown.
Can I add more fields to the list view using Odoo 14 studio module?
Yes, We can drag and drop certain fields into position, as well as rearrange them in the list view. As a result, after the data has been inserted into the app, it can also be interpreted as a list view.
How will the Odoo 14 Studio app be used to create reports?
The Reports option in Odoo studio can be used to generate reports. Go to the studio and choose "reports". It will prompt you to choose the type of report you want to create: external, internal, or blank.
Furthermore, when you choose the external option, you will be redirected to the report template. Moreover, the report can be customized using the sections Block, Inline, and Table. Drag and drop the requisite fields into place, then edit them as needed.
Under the report, you can change the report's name and select the document format and if you want to print the pdf report, choose ‘Add in the print menu' from the drop-down menu.
How can I set approvals for a validate or confirm button using Odoo 14 studio app?
Activate the studio tool where customization requires. Click on the button where you need to set approval and in the properties check the box ‘Set approval rules’ and set the Approval Group. Therefore, only the members of this group can approve or reject the rule.
In addition, you can also enable the rainbow man to have the gamification effect.
How do I use the Odoo 14 Studio app to create a menu for the new or existing modules?
Creating a menu for an app is easy, edit the module using the studio tool and click on ‘edit menu’, then a list of the existing menu appears. Click on ‘new menu’ and thus a pop-up appears to add the menu and to add/configure the model. Moreover, you can choose the model and then ‘Confirm’.
How can I set the default list view in ascending or descending order or by status using Odoo 14 studio module?
Take any listview, say sale orders, and use the studio module to edit. In the view tab, we can use ‘Sort By’ to sort the list view based on status, currency, salesperson, total, company, activities, customer, order reference, and creation date. If the sort is chosen as status, the list view will sort data based on the status.
Also, we can choose the field ‘Order’ in the view tab itself to list the data in ascending or descending order.
How can I activate mass editing from list view using odoo 14 studio module?
In any list view, say sales order; use the studio tool to edit and in the view, there is an option to check ‘Enable Mass Editing’. Check the box, which will help in mass editing. Now save changes.
Then from the list view choose multiple sale orders and edit the salesperson name on a sale order, then it will ask for confirmation and click on ok. Thus the salesperson will be changed to the new chosen one for all the selected sale orders.
How to use the Odoo 14 Studio app to apply smart tabs to a form?
Activate studio tool for a new form therefore, below the pipeline status bar, you will have a ‘+’ button to add smart tabs. Click on ‘+’ and a pop-up window would appear, prompting to call the smart tab's label. Below that, one can choose the smart button's icon as well as the related field. After confirming, they will see that the smart tab has been added to the form.
Using the Odoo 14 Studio App, how can pipeline stages be applied to a form?
While creating a new model, You can add the configurations required for the model therefore, add ‘pipeline stages’ which will add default pipeline stages to the form.
Furthermore, if you want to add their own stages, don't mark pipeline stages in the configuration instead in the form there will be an option to Add a pipeline status bar’, click on it. Then a window appears to edit and pipeline stages required for the form. Add the stages and save the window.
How can I use the Odoo 14 studio app to manage the form's fields and tabs?
Using the Odoo 14 studio app, adding fields and tabs is easy. Fields to forms can be applied by dragging and dropping, and the label can be quickly edited. Tabs can also be used from components and you can also drag and drop the tab into position. After a tab has been added, the add icon ‘+' can be used to add further tabs. You may also edit the Label and restrict the appearance of tabs. One can also add fields to tabs in the same way as one can add fields to a form.
How will the Odoo 14 studio application be used to build forms?
Create a menu using the studio tool, it will ask whether to create a new model or an existing one. Choose according to requirement and click on continue. This will lead to the form where one can add fields, components and set properties for each field. By simply dragging and dropping different fields such as text, multiline text, integer, date, date & time, Selection, checkbox, picture, signature, and so on, one can generate the type.
Drag and drop the 'text' field into the form. In addition, you may change the Label, Placeholder, Help tooltip, and Widgets. Moreover, you may also use the checkbox ‘required' to mark the mandatory fields and make the fields read-only by checking the read-only box, and one can make them transparent by checking the invisible box.
Once the form is ready with the required field, click on ‘Close’ which will save changes and close the customization tool.
How do I use the Odoo 14 Studio app to build a new application?
When you click on the Odoo 14 Studio tool, a + icon appears, allowing you to create a new app and will prompt you to type a name for the New App as well as an icon for the App. Further then, type the first menu name in the box. After that, one can generate a form and populate it with fields such as texts, checkboxes, HTML, images, signatures, and so on, as needed.
How do I use the Odoo 14 Studio app to customize current modules?
The Studio software allows you to build new applications as well as customize older models.click on the studio tool, then they will be able to see an edit button next to the current module; by clicking it, you can change the module's icon, color, and background color.
When they hit the button, they will be taken to the module, where they can add the fields and tabs they need by simply drag and drop them into place. In addition, you can see the functions that can be added to the module and certain actions such as approval can be set to buttons, also default data visibility can be set, add gamifications etc can be done. When they hit the close button, the modifications will be saved.
How do I customize the Odoo 14 Studio app?
The Odoo 14 Studio module can be downloaded from the Odoo apps store and appears at the top of the Odoo dashboard. When they click on the tool, a menu called "customizations" appears in the top left corner. In addition, you can change the background, Import, and Export are all options available in the customization menu. Update background allows customizing the appearance of the Odoo applications.
What are the advantages and disadvantages of the Odoo 14 Studio app?
The Studio module's key benefit is that it aids in module customization. Moreover, users with little to no programming experience can quickly customize the Studio software.
Customizations such as creating forms and fields, as well as reports, are possible, but computations require back-end development. In short, only Odoo studio can build simple apps and one can only employ a developer for more complicated requirements.
Can I develop an application using a studio module as the exact functionality of the application developed using a python code?
Not Exactly, customizations such as developing forms and fields, as well as reports, are feasible, but computations are not; this needs back-end creation. In brief, simplified apps can only be created with Odoo studio; but, for more complex specifications, you should hire a developer.
What is the objective of the Odoo 14 Studio module?
Odoo Studio is an enterprise edition application that lets you create custom applications in minutes without having to hire a developer. Users can create forms with fields that are hidden, read-only, or necessary. Odoo 14 adds a lot of features to make the application development more easier and usable.
What is new in Odoo 14 studio module?
Odoo 14 studio module focuses on usability and stability. Much improved changes are introduced in Odoo 14 studio module includes: Mass editing in list view, can decide how the default data will appear in the list view in ascending/descending order or based on status etc, set approval rules for buttons, improve pdf report editor such that the address field can be customised restricting fields, alignment, line separators and font change can be done.
When it comes to stability, which introduces an effort to minimize weird behaviour like once the changes have applied, and need to refresh it apply on the current page, this is simplified by Odoo 14 studio module.
Another interesting feature is to create a new app itself using Odoo 14 studio module.
Can I merge all duplicated data automatically using the duplication rule in Odoo 14?
While creating the deduplication rule, choose the merge mode is automatic. Then the data will be automatically merged when the scheduled action runs.
What all actions can be done during field cleaning in Odoo 14?
Action can be:
Trim Spaces: Trim either all spaces or Superfluous Spaces of the field data
Set Type Case: To set the field data case as First Letters to Uppercase or All Uppercase or All Lowercase
Format Phone: uses international phone schema and formats all phone numbers to international phone number schema and adds the country extension.
Scrap HTML: scraping data from HTML page
What are field cleaning rules in Odoo 14?
Field cleaning rules allow cleaning fields in the model. Field cleaning rules are created from Data Cleaning module > Configuration > Rules > Field cleaning > Create.
Give the field cleaning rule a name, specify the model of which it applies, mention the cleaning mode; manual or automatic and specify the user who will be notified about field cleaning at a certain interval.
Now add a rule and on clicking add a line a popup appears to choose the field to clean. We can decide which action to perform during cleaning the field. Action can be:
Trim Spaces: Trim either all spaces or Superfluous Spaces
Set Type Case: To set the field case as First Letters to Uppercase or All Uppercase or All Lowercase
Furthermore, once the rule is set, the save changes and clicks on ‘CLEAN’ which will clean the field based on the rule. All such records are available under Data Cleaning > Field Cleaning. Additionally, you can validate the record from here and if the cleaning mode is automatic, the fields are automatically cleaned whenever the scheduled actions performs the action
What are deduplication rules in Odoo 14?
Deduplication rules are used to identify duplicate data in the system. Deduplication rules are created from Data Cleaning module > Configuration > Rules > Deduplication > Create. Give the deduplication rule a name, specify the model of which it applies, specify the domain, and allow ‘cross company' to identify duplicates around multiple companies. In addition, choose whether to archive or erase duplicates, and merge mode determines whether the duplicates should be merged manually or automatically.
Also, specify the user who will be notified about duplicates at a certain interval.
If they set a ‘suggestion threshold,' duplicates that fall below this level will not be proposed as duplicates. Then add the deduplication rules and save them.
Now click on ‘Deduplicate,' which will highlight all duplicates with their similarity percentages. Finally, click on merge to combine the duplicates
How data duplication can be eliminated using Odoo 14 data cleaning module?
As the first step, we have to create some deduplication rules to identify the duplicate model.
So go to Data Cleaning module > Configuration > Rules > Deduplication > Create. Give a name for the deduplication rule, add the model to which this rule applies, you can also set the domain, enable ‘cross company’ to find duplicates across multiple companies. Choose the duplicate removal either as to archive or to delete, merge mode defines how we need to merge the duplicates; manually or automatically. Also, mention the user to notify about the duplicates in a particular interval. Moreover, add the ‘suggestion threshold’, then the duplicates below this threshold will not be suggested as duplicates. Furthermore, add the deduplication rules and save.
Now click on ‘Deduplicate’ which will display all the duplicates with similarity percentage, click on merge to merge the duplicates.
What is the need for a data cleaning module in Odoo 14?
Data cleaning is the process of detecting, fixing, or removing data that are incorrectly formatted, duplicated, inaccurate or incomplete. In large companies as the business grows some data are decayed and might be no longer used. Also, there might be cases that data came duplicated, as it is created by different people. Therefore, the data cleaning module can be used to identify duplicate data, they can be merged or removed.
Did I get the same filtered data in the dashboard for the future in Odoo 14?
Yes, as more new data is generated which satisfies the same filter condition will be updated in the dashboard by refreshing the dashboard.
Can I change the dashboard layout in Odoo 14?
Yes, In the dashboard module one will have a change layout option in the top right corner. Click on change layout which will show the dashboard layout to choose.
How can I add the filtered data to my dashboard in Odoo 14?
To add the first report into the dashboard, go to any menu, switch to list or graph view, and click "Add to Dashboard" in the ‘favorites’. You can filter and group data before inserting it into the dashboard using the search options.
Can I design the worksheet based on the field service nature in Odoo 14?
Go to Field service app > Configuration > Worksheet templates > Create, add a name for worksheet and company it belongs to, and saves. Further, then click on ‘Design Worksheet Template’ where you can design the template by adding new components and fields to it, and for each field, you can set properties also. The fields can be dragged and dropped to the form view and labels can be added such as Help tooltip, Placeholder value, default value if any, widget, and visibility. Once the fields and properties are set, click on close and thus the designed template is saved.
From now this template can be used as a worksheet template in field service.
How do I record items/products used in field service in Odoo 14?
Go to Field Service > Configuration> Settings> enable ‘Time and Material’ to keep track of the products used during the interventions and invoice the time and material. Similarly, for the project, as will enable ‘Products on Tasks’ to track the material used to complete the tasks. Once these settings are completed, they will have a smart tab ‘Products’ in the task where you can add material needed for the completion of the task.
How can I generate a field service from a helpdesk ticket in Odoo 14?
'Onsite innovations' will be used to schedule a field service ticket from the helpdesk. Enable onsite interventions from helpdesk team settings, which will plan field service tasks from tickets.
Now while creating a ticket a button ‘Plan Intervention’ will be there to plan on-site service.
How does the task's status can be determined in Odoo 14 field service app?
The activity view displays the tasks and activities that have been planned, as well as their current state.
The events that have expired today will be shown in orange. Although the one that has expired will be shown in red, the one that is planned for the future will be shown in green. This will give a good idea of what you need to finish on time.
How can I generate invoices for the materials used in the field service using Odoo 14?
The invoice will be based on the timesheets and the field service items required/used.
Create a sales order for service product ‘field service’ and confirming this will create a task in project field service. You can add materials and timesheets to the task.
Now create the invoice for sale order, then you can see it will invoice the timesheet and the materials used, i.e when creating an invoice, one invoice line is used for the timesheet aggregate, and another invoice line is used for the items.
What role does map view play in Odoo 14 field service?
The map depicts the areas where field service is requested. It will also include information on field service activities in the nearest region. As a result, those duties can be allocated to the same service person to ensure quick service.
Is it possible to manage a worksheet regarding the field service in Odoo 14?
Yes, go to field service> configuration> Settings> enable ‘Worksheets’ which provides custom worksheet reports to be signed off by customers. Click on the worksheet tab and add details and save. Once the worker signs the worksheet, the customer can sign the report also.
How can I generate quotations from the field service in Odoo 14?
Go to field service> configuration> Settings> enable ‘Extra quotation’ and save the changes so that inside the task a new button appears ‘New quotation’. Where you can create new quotations and add products to them. Once a quotation is generated a new smart tab ‘quotations’ appears which records all the details of the quotation
How do we handle a field service using Odoo 14 Field service app?
Customers occasionally request field service for repairs or after-sales service. Go to the field service module > create and add the task name, the project for which this field service task belongs, customer, the date and effective hours, who the task is delegated to, and the company, then save the changes.
Under the timesheet tab, employees who spent time on the task can be added. Also, the forecasts tab shows the planned schedules by employees. In addition, you can track the materials used from the products tab and the worksheet details will be available from the worksheet smart tab.
How can I configure different types of tickets and different prices for tickets in Odoo 14 events?
While creating events, you can configure different types of tickets such as VIP tickets, Normal tickets, etc from the tickets tab. Click on add a line and add a name for the ticket type, product, and ticket price for each ticket, and a starting and ending date can be described. Therefore, when a user registers through the website they can choose the required ticket and make payment.
Can I inform the event details to all my contacts or from a particular mailing list in Odoo 14?
Yes, mass mailing can be done through the ‘Invite’ button. You can send an invitation to all contacts or contacts from any mailing list etc. In addition, you can also send SMS to contacts.
How can a user register for the event in Odoo 14?
Once the event is published on the website, users can register through the website from events, which will lead to registration by adding information and choosing the tickets, then clicking on the register option available. Then a popup appears to add attendee details further then continue to make payments. Once payment has been made, at the back end, the attendee details will be updated.
How can I automate emails to communicate with those registered for the event in Odoo 14?
While creating an event, one can set the communication details. Under the communication tab, we can set templates to send email messages at predetermined intervals.
How can I publish the event data on my website using Odoo 14?
Once the event is created a smart button ‘Go to Website’ appears. Click on it, which will redirect to the website, the swipe unpublished to published.
How can I create and configure an event using the Odoo 14 Events app?
Create events by going to the Events module > Events > create. Populate the event name and, to view and register through the website, enable 'Website Submenu ' and 'Register Button'. Other information such as the website, the organizer, the venue, the date and timezone, limit registration, auto-confirmation, etc can also be added.
Under the Tickets tab, you can configure the ticket rate maximum tickets, start and end date of selling tickets. Moreover, under the communication tab, we can configure email templates to properly communicate with attendees after registration. Once the data is correctly added, save the changes.
Can I use barcodes to transfer the product to Odoo 14?
Yes, you can print the barcode commands and barcode for the operation types from the inventory module > configuration > settings. Using that barcode, different picking operations and other operations can be performed in Odoo.
How can I scan a product using a barcode in Odoo 14?
Once the barcode module is installed, go to inventory module > configuration > settings and under section barcode, click on ‘configure product barcode’. You can add the barcode for the product from there.
How does the barcode module help in stock management in Odoo 14?
While opening the barcode module, they will have an option to stock adjustment. Moreover to add products click on create and scan a product barcode, so that the count will be incremented by one. Validate the stock once all products are scanned.
How can I find the number of clicks and visits to a particular link in Odoo 14?
Whenever a user visits the page mentioned in the link tracker, the total clicks count will change. The visits count and statistics will be available from the Odoo 14 Link Tracker module as well as from the website.
How can the links track can be added to the link tracker in Odoo 14?
Go to website > Promote > Track this page, which leads to a link tracker page where you can add the URL to track, campaign, medium, source, etc, and click on ‘Get tracked link’. Thus a tracking link is generated and when a user clicks on the tracking URL, the details will be tracked. Additionally, from the ‘Stats’ the statistics details can be taken.
The same data will be available from Odoo 14 ‘Link Tracker’ module and you can also add new URLs and view the page and statistics.
What is a link tracker and why do we use a link tracker in Odoo 14?
Link trackers help to keep track of the marketing campaigns (emails, banner ads, blog posts, social media posts, affiliate links, etc.). Furthermore, they will be able to classify the best traffic channels and make better choices about how the campaign budget can be distributed.
You can install the Link Tracker module from odoo apps and go to Website > Configuration> Settings, then enable ‘Link Trackers’.
Can I add lecture videos to my eLearning course content in Odoo 14?
Yes, you can use the content type as video and add the URL of the video. So the participants can use the URL in the course content.
Which all types of course contents or lessons are supported in Odoo 14?
Content types document, infographic, web page, presentation, video, quiz, certification, etc are supported by Odoo 14.
How can I get the details of eLearning forum posts and their status in Odoo 14?
Go to eLearning module > Forum > Posts, you can see all the posts shared in different forums and the count of views, answers and status.
Can I get the reviews on my courses from the participants in Odoo 14 eLearning?
Yes. The participants can review the course and the details can be available from eLearning module > Courses > reviews. The customer rating their comments on each course are available here.
How can I publish my eLearning course on my website in Odoo 14?
Ensure the website module is installed. So in the eLearning course, at the top right corner, a smart tab appears as ‘website’. Go to the website and swipe the unpublished button to publish in order for the course to be published on the website.
How can I communicate in the forum at the time of elearning in Odoo 14?
Go to the eLearning module > Configuration > Settings and enable Forums, which will create a community and let the members help each other. Now go to forum > create, a forum to discuss the courses. Add the forum name, mode, and on which website this forum will be available.
Furthermore, under the options tab, forum visibility can be set. Under ‘Karma Gains’ one can set the points gained when the user asks a question, questions upvoted, downvoted, etc.
Additionally, the ‘Karma Related Rights’ karma points can also be set so that those users with the specified karma points can ask questions or other operations in the forum. So when a user has a necessary karma-related point, he can perform the corresponding action in the forum.
How can I create certifications for my elearning course in Odoo 14?
Go to the eLearning module > Configuration > Settings and enable certifications to evaluate the students and certify them. Then go to the Courses > Certifications > Create, which will redirect you to another form where you can add certification names and also insert questions to achieve this certification under the questions tab. Under the description tab, you can add the description that should be displayed on the home page like guidelines.
Furthermore, in the option tabs, you can decide the question layout as all questions on a single page, or One page per section/question. The progression model of the exam to be shown can be decided like the number/percentage of questions answered, candidate access mode on invitation, or with the link. The time limit of the exam can be set, question selection method, scoring details, and also the percentage success rate for certification, etc can be set. Finally, save changes once the data is correctly entered.
How can I add contents of my course in Odoo 14 eLearning?
You can create and add contents from the course or from the courses menu > contents > create. Add the content name and tag for the content. Then under the document tab, add the course for which this content belongs, add content type, duration, whether the content preview is available or need to download, etc.
Furthermore, under the description tab, a description of the content can be given. Under the additional resources tab, you can provide additional external links and resources. In addition, under the Quiz tab, you can add the questions for the quiz to achieve this certification and the rewards for each attempt can be set here. Finally, save all changes.
Can I sell my courses on my website using Odoo 14?
Go to the eLearning module > Configuration > Settings and enable ‘Sell on eCommerce’ to generate revenues for the courses. Thus in course settings, under the options tab, one more option to enroll policy will be available ‘On payment’. Moreover, while enabling online payment, a service product corresponding to it needs to be added. Thus for this configuration, when a user comes to the website to join this course, he/she has to pay for the course.
How can I create a course for elearning in Odoo 14?
Go to the eLearning module > Courses > Create, which will redirect to another form where you can add course names and tags to identify the course. Under the contents tab, you can add the course contents. While adding contents they can be arranged in different sections and also add certifications.
Furthermore, under the description tab, you can add the details about the course.
Under the Options tab, you can set the course type, access rights to course, enrolling policies, course visibility, and communication, etc.
Additionally, under the Karma tab, reward points can be set for the course enrollers and points required to review the course.
Once the data are correctly arranged, then save the changes.
Is it possible for the helpdesk team to connect with website users through live chat in Odoo 14?
Yes, go to the helpdesk team and enable ‘Live chat’ to get in touch with the website visitors.
Now go to website configuration settings and under the features, section adds the live chat channel of the website. The chat will be available in the live chat module under the channel as a new session is generated.
How will a sold product's failure or issue be fixed using the Odoo 14 helpdesk app?
When a sold product is affected, the customer service staff will be notified so that they can make the repair order. Since the Odoo 14 Helpdesk module offers some after-sales support a repair request can be sent. When they click the repair option, the repair order correspondingly generated.
How will the users be able to raise issues and inquiries to the helpdesk team in Odoo 14 from the website?
Firstly enable the ‘website form’ from the helpdesk team to submit tickets with an online form. A smart tab to let into the website can be found in the top corner of the helpdesk team.
Now the customer can submit a ticket from the website by filling the form. Once the customer submits the form the ticket will be generated in the helpdesk module
How will the Odoo 14 helpdesk module be used to handle after-sales services?
Go to helpdesk app> configuration> helpdesk and edit any helpdesk, under after-sales section, you can find some options to return, refund, coupons and repairs.
Furthermore, almost all transactions allow for order returns, which can be done using the helpdesk module. As a result, this module can also be used to refund and add credit notes. Click on return, fill in the reverse transfer information, including delivery to return, product, update quantities in SO/PO, and return location. As a result, the merchandise has been returned, and the balance can be refunded as well. Moreover, you can do that by using REFUND, which will prompt for information such as the invoice to refund, the credit method, the reason for the refund, the journals, and the refund date.
Another way is to provide discounts; in this case, ‘COUPONS' will be helpful. At the time of generation, the status of the coupon will be valid. This coupon can be sent to customers and once they use it the status on the discount will be changed to use.
In addition, you can create a repair order directly from the helpdesk module by clicking REPAIR if the created ticket is for repairing a product.
How can I create SLA policies and how they are helpful in managing helpdesk tickets in Odoo 14?
Go to Helpdesk module > Configuration > SLA policies and create SLA policies. Add a name to the SLA, then under "apply on," specify which team this SLA applies to, as well as the ticket type and priority. You may set deadlines under ‘Target,' such as to complete ticket processing within a certain number of days or hours, and so on. Once all of the information has filled, save the changes.
Now go to Configuration> Helpdesk team and edit the team and then enable SLA policies in helpdesk team and then save.
Create a ticket, fill in the details, and save it. When they save the ticket, you can find that the SLA policies have been applied to the ticket information. In addition, the ticket's SLA Deadline will be automatically updated.
Define Service Level Agreements in Odoo 14?
Service Level Policies are predefined policies for improving and maintaining the consistency of the helpdesk's output. When a helpdesk ticket is received, this determines what everybody must do and accomplish which satisfies the SLA policy. For example, customers demand timely delivery in addition to good quality. Then we should set up the SLA policy so that if a ticket is issued, it is processed and closed within 24 or 48 hours, and so on.
How can I add operators to a helpdesk team in Odoo 14?
You should add helpdesk team members under the productivity section when building the helpdesk team. Moreover, the tickets that are produced can be allocated to members of the helpdesk team. The task can be performed in one of three ways: manually, randomly, or uniformly.
Manually: The tickets are manually allocated to any members of the team.
Random: Tickets are allocated to any team member at random, regardless of whether or not that team member has any other tasks to accomplish or a huge proportion of tickets to process.
Balanced: The tickets are divided uniformly among the team members.
How can I create a helpdesk team in Odoo 14?
Go to Helpdesk module> Configuration> Helpdesk Teams and click on create, to create a helpdesk team. Further, you will be depicted with a form where one can add details of the helpdesk team. Provide a name for the support desk team as well as a brief outline. Moreover, different functionalities for efficiency, services, performance, after-sales services, and many more aspects can be described when designing the helpdesk team itself for efficient and quality service.
You can incorporate team members and the assignment method under the ‘Productivity' section. It specifies how visitors can interact with the helpdesk team via various platforms such as the website, live chat, e-mails, or API, among others.
By enabling ‘Sell & Track Hours,' the timesheet on the generated tickets can be documented. Additionally, you can set various service level agreements and monitor consumer reviews under the ‘Performance' section. To handle question and answer sessions through the website and ticket closing describe the "Self-support."
In addition, ost-sale services such as product returns, credit notes, refunds, and repairs, etc should be handled under the "after-sales" section.
Where can I view the membership details of a member in Odoo 14?
Go to Members module > members and open the member form. Under the ‘membership’ tab you can view the membership plans they bought, joining date, invoice date, membership status etc.
How can I manage both paid and free membership for members in Odoo 14?
While creating a membership product, you can add the membership fee so that such plans can be bought to use. So when you open the ‘membership’ tab, click on buy membership and choose the membership required.
At the same time if it is a free member you can enable ‘free member’
How can I configure membership plans in Odoo 14?
Go to Members Module > Configuration > Membership products, and create membership products. You can add details like membership plan name, category, Membership Duration, Membership fee, Income account, tax etc. In addition, you can also decide whether the plan should be visible on the current website or not. Then the members can buy a membership through the website. Then the membership data will be added to the ‘membership’ tab of the partner form.
What is the use of the Odoo 14 Members module?
Odoo 14 members module enables you to effectively handle a variety of membership schemes for your clients. You can create and host members and membership plans in Odoo so that customers can buy a membership.
How can the devices be configured and connected with IoT at the point of sale?
Once the IoT box is correctly connected, external devices like printers can be connected to it.
Now in the point of sale settings, enable the IoT box and from the POS Configuration > Order printer, configure the printer in such a way that ‘Printer Type’ is ‘Use a printer connected to the IoT Box’ and then add the IoT device. One can also add the Printed Product Categories.
How can I discover the devices connected to the IoT box in Odoo 14?
Go to module IoT > Devices, where you can find all the devices connected to different IoT boxes. One can analyze the device details based on IoT box, Connection, Device Type etc.
How Can I connect an IoT box with my Odoo 14 database?
Install IoT modules from the apps. Now open the IoT module and click on connect to connect the IoT box. A window opens which displays the steps to follow to connect the IoT box.
How can I sell a Subscription in the Odoo 14 Subscription module?
Create a Subscription product and mark it as it can be sold. Also in the sales tab under the Subscription section, mark as ‘Subscription Product’ and add the Subscription template and save the configuration.
From now whenever a sale order is confirmed for this Subscription product, will create a Subscription based on the Subscription template in the Subscription module.
Can I extend the Subscription to my unsatisfied customers by providing some offers and discounts to retain their Subscription, in Odoo 14 Subscription?
There is an option to ‘upsell’ so one can add more Subscription products to existing Subscriptions at an offer price. Click on upsell and add a new product, then create a quotation.
Created quotations with new products now send it to the customer for approval. When the quotation is confirmed, the products will be added to the Subscription. Moreover, the quotation prices will be prorated to the remaining time of the current invoicing period.
Now check the Subscription, you can see the new product will be added to the existing Subscription.
How can the customer rating on Subscription be managed in Odoo 14?
For each Subscription stage, a rating mail template can be set. So whenever a Subscription moves from draft to in-progress state a rating mail is sent to the customer to rate.
How can I manage Subscription alerts in Odoo 14?
Alerts can be created from Subscription > configuration > alerts, add the alert name and set where this alert needs to apply like the Subscription templates, product, customers, monthly recurring revenues etc. Also, the action to perform for this alert and when to trigger etc can be set.
So once you click on the ‘Trigger’ option, the activity will be assigned to the Subscription and by default, the alert is triggered weekly and applies on the Subscriptions that match the defined criterias.
How can the Subscription be renewed in Odoo 14?
One can see all Subscriptions to renew under Subscriptions Menu > Subscriptions to Renew. The Subscription can be renewed by sending a ‘Renewal Quotation’ and edit if required. Once the quotation is confirmed, the Subscription will move to ‘In Progress’ state.
Can I close my Subscription from my portal in Odoo 14?
Whenever the option ‘Closable by Customer’ is enabled in the template which is used by any customer, in his portal an option will appear ‘close Subscription’. Customers can close the Subscription by clicking on the button, choose the reason from the dropdown and also can add closing text if required and click on confirm.
How the Subscription invoicing can be managed in Odoo 14?
The Subscription invoicing details can be configured in the Subscription template under the invoicing tab. Invoicing period, its duration to create, invoice creation in draft, manually or send etc are defined here. Also, we can decide whether a customer can close the Subscription by himself.
How can the Subscription close reason be created in Odoo 14?
The close reason can be created from Subscription module > Configuration > Close Reason and create reason. So while closing the Subscription the created close reason can be used.
How can I manage a Subscription template in Odoo 14?
Go to Subscription module > Configuration > Subscription Templates and create a template for monthly, yearly or weekly Subscription. Under invoicing tab, one can set invoicing period, duration, invoice creation mode, whether Subscription can be closable by customer etc, these details can be configured. Also the terms and conditions for the Subscription can be set along with the rules for health checkup. Save data once all details are correctly configured.
Can I set a time gap between two rental orders in Odoo 14 for a rental product?
A minimum amount of time between two rentals can be set from rental module > configuration > settings, then add the default padding time and save.
How can I manage rental agreements and sign them for rental orders in Odoo 14?
Go to configuration > settings of the rental module, then enable the digital document and choose the rental agreement document which will ask the customer to sign documents on the spot. If the document is not available one can also upload the template from the system and save changes.
Now create a rental order. Then a new button appears ‘Sign document’ to sign the document. Click on sign document, choose the rental agreement document and click on sign document.
Then another popup opened to add the customer contact so that the signature request was sent to their mail. Thus customers can sign the rental agreement. Thus in the rental order, a new smart tab appears where one can see the documents related to that rental order.
How can I get the rental status of rental orders in Odoo 14?
Once the rental module is opened, from the overview itself the order status at different status levels can be seen. So one can filter out the rental orders based on rental status. One can also filter rental orders based on invoice status.
How rental enquiries can be managed in Odoo 14?
Odoo 14 introduced a new feature to add rental requests from the CRM, i.e, rental inquiries can be taken from the CRM module. Once the customer needs a rental product they can contact the company through the website contact form, which will create a lead in the CRM. Later the salesperson can contact the customer and let them know the rental details including rental price and reservation price. Salespeople can convert the lead to opportunity if the customer is okay with the terms and conditions.
Then from the opportunity, a new rental request can be sent to the customer by clicking on ‘New Rental’ and choosing the rental product, duration, and then save it. Thus corresponding rental orders will be created in the rental module.
Can I add an extra charge on the rental extension or if the return is delayed using Odoo 14 rental module?
Yes, extra charges can be applied if the rental return is late or extended for any reason. From the configuration settings of the rental module, one can set ‘Default Delay Costs’ to add additional costs for late returns per day and hours. So for a late return invoice, the extra amount will be calculated and auto-filled in the draft invoice.
How can the rental management be achieved in the Odoo 14 Rental module?
Firstly create a rental product and configure its rental pricing from the rental module. One can create rental orders from the rental module > create and add customer details, pricelist, add rental product. Once you add the rental product a window will appear to add the rental duration, quantity, a serial number of product, and unit price will be auto-populated, then save it. Confirm the rental order and thus its status becomes confirmed.
Once the product is taken by the customer click on ‘pick up’ and its status changes to ‘picked-up’. If the pick-up is late the status changes to ‘late pick-up’. The customer will return the product on time or sometimes return after the due date. Click on return and update the return quantity and validate. Thus the status of rental order will be returned. Now create an invoice for rental order.
If the return is after the due date, the status can be seen as late return. So while invoicing the extra charge configured for the rental also applied to the invoice.
How can I set rental prices for my products for different time periods in Odoo 14?
In the rental product configuration, the rental pricing for the different duration can be set. Click on the ‘add a price’ option, add the duration, unit as day, week, month, or year, and add price for the duration and pricelists. Furthermore, under ‘Reservation’ one can add the cost of an extra day and hour.
So at the time of rental invoicing, the total cost will be calculated based on the days. It will add the extra charge if any delay is there for rental return.
How can I configure my rental products in Odoo 14?
Rental products can be configured from the rental module. Go to Rental module > Products > Create, here create a product as normal product configuration by providing the product details. The point to be noted is that one should enable ‘can be rented’ and under the ‘Rental’ tab, rental pricing and reservation.
Can I create a custom field that can be added to a template in the Odoo 14 Sign module?
Yes, go to sign > configuration > field types and create. Add the name of field name, type, width, height, tip and place holder and save. So while editing templates the created new field can be used.
How can I share my document to sign using Odoo 14 Sign module?
The overview of the sign module shows all the documents which can be sent to a responsible person for signature using the send option, also the link can be obtained from the share option. Moreover, the link can also be shared to sign the document. So whenever the link is opened the user can view the document and they will have an option to sign the document to sign. Thus the user can sign the document in turn.
Is there any facility to sign my quotation to approve in Odoo 14?
Go to the configuration settings of the sales module and enable ‘Online Signature’ which requests an online signature to confirm orders. Now create a quotation in the sales module and send it to the customer. So this time customers can sign and pay through their portal.
How can a delivery be validated using signature in Odoo 14?
Go to the inventory module and enable the feature ‘Signature’ to put a signature on your delivery orders and save. Now create a sale order and at delivery, you will then have a button ‘Sign’ to sign the delivery. Thus the delivery can be signed and then validated.
Can I upload or edit any template in the Odoo 14 Sign module?
From the sign module overview one can upload a document to sign or upload a template. So the template can be edited then add fields such as name, date, signature, address etc and send it to sign.
All the document to sign can be available from Sign > Configuration > Signature Request Items
Can I decide who will need to Sign the document in Odoo 14?
Yes, while creating a template or uploading the file to sign, there will be an option to decide ‘who can Sign’, on invitation or all users.
How can I upload a document to Sign in Odoo 14?
Go to sign module, from the overview click on ‘Upload a PDF to Sign’ or from menu documents upload file to sign and upload the from system. Once it is uploaded certain fields such as name, dated, signature can be added.
How commission plans can be assigned to a partner in Odoo 14 Contact module?
In the contacts module you can set the commission plan, partner level under the ‘Partner Assignment tab’. For example, a commission plan can be set to the contact say A and when a sale order is created for B and the contact A is given as a referrer. Once the sales invoice has been registered payment, then the commission will go to the referrer i.e. for A in the form of a purchase RFQ will be generated for A for commission product.
How can I add multiple addresses to the same partner in Odoo 14?
When a contact is opened, you can add an address under the ‘contacts and addresses’ tab. Click on add option, then a window will open to add type of address such as contact, delivery, invoice, others etc. One can add multiple addresses here and save.
How can I identify a partner as a vendor or customer in Odoo 14?
In Odoo there is no such classification. But when the contacts imported from the sales module will be considered as customers and the contact created from the purchase is considered a vendor. But on occasions, a vendor might be a customer too. Even though it is created as a vendor or customer. Odoo eventually takes it as partners and any contacts will be available while creating a bill or invoice.
Should I need to import customers and vendors separately in Odoo 14 ?
Nope, both customers and vendors are considered as partners in Odoo and all partner details can be acquired in both invoice and bills.
How partner details can be imported in Odoo 14 Contacts module?
Go to the contacts module, from favorites click on import records. Then choose the contact details file (in xlsx or csv format) to import. You can test the data, if everything is okay then import the details. Else correct the data to required format and then import.
How Odoo 14 Notes can be helpful in recording minutes of meetings?
A note for meeting minutes can be created and for the same note, can set some activities say meeting. Click on the activity icon from the kanban view and schedule an activity meeting. The meeting date and time can be set in the Calendar. The points that are discussed in the meeting can be recorded in a note and once the meeting has ended, close the activity.
If as per Discussion, there require more activity other than a meeting, such as phone calls, email to send or to do some internal operations, all these can be scheduled as new activities.
How are the tags helpful in Odoo 14 Notes?
Using tags you can easily identify the type of notes. One can create tags while creating a note itself and can set some color for each tag. So in the kanban view, it is so easy to identify the notes. Furthermore, you can filter the notes based on tags
How are the stages and tags configured in Odoo 14 Notes module?
Stages for note can be created from Notes > configuration > Stages, add the stage name and enable ‘folded by default’ if the stage is needed to be folded.
Tags can be created from Notes > configuration > Tags > Create and add the tag name.
How notes can be created in Odoo 14?
Go to module Notes and click on the create option to create a note. Add the notes in the description box. Once you save the created note, the title of the note in the kanban view will be the first line of the added note.
How can I synchronize Google with the Odoo 14 Calendar module?
To Synchronise Google Calendar in Odoo 14 Calendar module, you have to enable ‘Google Calendar‘ from general settings and add the client ID and client secret code or one has to install the google Calendar App from the Apps menu.
Once you enable this from settings, in the Calendar module you will get the option to ‘sync with Google’. On clicking it you can login to your google account to authorize and when you return to Odoo, press the sync button once more. You will use it to synchronize your Calendar anytime you want. Thus events are reconciled in both accounts (Google and Odoo).
How can I synchronize the Microsoft outlook with the Odoo 14 Calendar module?
Synchronizing Microsoft outlook is a new feature in Odoo 14. To avail this feature you have to enable ‘Outlook Calendar‘ from general settings and add the client ID and client secret code. Once you enable this from settings, in the Calendar module you will get the option to ‘sync with outlook’. On clicking it you can login to your outlook account and thus events are reconciled in both accounts (Outlook and Odoo).
When I am scheduling a meeting, how can I manage the time of joinees from different locations?
The joinees may be from different locations, so the meeting time will be different. So to manage that one can choose the ‘time zone’ while creating a meeting, under the tab ‘Meeting Details’ everyone can join the meeting on time.
How can I create a recurring meeting in the Odoo 14 Calendar module?
While you create a meeting or edit an existing meeting and in the ‘Options’ tab you can enable ‘recurrent’, thus you can add when to repeat and until which date the same activity needs to repeat.
How can I add a meeting to my Calendar in Odoo 14?
Go to the Calendar module, choose the date and time at which you want to arrange activity, click on the time slot thus, a pop up will appear to add a summary and create an activity. If you want to configure the meeting, one can edit the created meeting and add attendees, starting & end time, recurrence, time zone, location etc can be configured.
What is new in the Odoo 14 Calendar module?
Odoo has introduced two cool features to the Odoo 14 Calendar module. One is to ‘synchronize with outlook’ and another is to have a yearly Calendar view.
How can I create leads from the Odoo 14 Discuss module?
To generate leads from the Discuss module use the format ‘/lead lead name’ and enter. In addition, for such leads the source will be record as ‘Livechat’
How canned responses are useful in Odoo 14 Discussion module?
Canned responses in the Discuss module can be used as a substitute for the actual script. The canned responses configured in Live chat are also available here. Moreover, the canned response can be used in format ‘:shortcut’.
How can I send direct messages using the Odoo 14 Discuss module?
Click on the + against Direct messages and you can search for the person whom you want to communicate with and then send a message through the chat box.
How can channels be created in the Discuss module in Odoo 14?
Click on the + against channel to create a new channel. Moreover, you can create a new channel by adding a name and click on create. Then click on the settings option and add members to the channel. Also channel privacy can be set in such a way that the group will be able see only for the members.
How can I create shortcuts for chat messages in Odoo 14 Live chat?
Odoo 14 Live chat provides canned responses which are used as a substitute to common sentences in Live chat sessions. Go to Live chat > configuration > canned response and create a shortcut for the substitution.
So in the Live chat one can use the shortcut with format as ‘ shortcut ’.
How the chat configuration and its visibility on website pages can be managed in Odoo 14?
While creating a Live chat channel, you can configure the Live chat button and window. Under the ‘Options’ tab, can add text for the button, Live chat button color, welcome message, Chat Input Placeholder, Channel header color etc.
Under channel rules tab can set the action for different website pages, where the Live chat to hide, auto pop up or display.
How can I create a Live chat channel in Odoo 14?
You can create a Live chat channel from the Live chat dashboard. Click on the create button and create a channel by adding channel name, operators. Under options tab you can configure the Live chat button and window. In the channel rules tab, you can add rules for your live support channel. You can also apply an action for the given URL, and per country. To identify the country, GeoIP must be installed on your server, otherwise, the countries of the rule will not be taken into account.
Once the data is correctly entered, save and go to website settings, and add the Live chat channel under the features section. Save changes. From now when a user enters a website he will get the configured chat box to communicate.
Can I get the details of tests done in a campaign in Odoo 14 Marketing Automation?
Yes, inside the campaign you will have a smart tab ‘Tests’ which shows the test count and the details of all test cases can be available from that tab.
How server actions can be set in Odoo 14 Marketing Automation module?
While creating an activity, choose the activity type as ‘server actions’ and choose the server action to be performed. Here also one can filter the domain needed and then save.
Once the server action or any activity is created, we can test the functionality in a test environment. For that in the campaigns, we will have an option ‘LAUNCH A TEST’. Click on the button and choose the existing record or create a new one to test and then click on continue. This will take us to a test environment where you can find the server actions created.
Click on the arrow on the scheduled action which will perform the server action and its status will be updated at the same time.
How new activities can be created for a campaign in Odoo 14 Marketing Automation?
Open any campaign and click on ‘New activities and create activities for the campaign which will open up a window that opens up to create activities. Choose the activity type, it can be an email, sms, or server action and correspondingly one has to add email/SMS template or has to mention the server action.
In addition, you can also set the triggering time and expiry duration of the activity. Here, also the domain can be filtered out for which this activity to apply. Now save and close.
Similarly child activity can be set for, if the first activity says an email and if the email is opened , child activity to perform or can trigger the server action.
How can campaigns be created in Odoo 14 Marketing Automation module?
Go to Marketing Automation > Campaigns and create a campaign. Add the name of the campaign and choose the target on which the campaign is looking for. One can also add the certain rules using the filter option.
Now click on ‘New activities and create activities for the campaign. Then save changes.
How is Odoo 14 Marketing Automation module helpful?
Odoo 14 Marketing Automation is an excellent module to automate the workflow. You can create some campaigns and set some activities. Based on the activity automated server actions can be set. These Server actions will perform certain database actions. Moreover, the rules are set up in such a way that they can be activated by clicking on a link on a website or opening an email. For example, you can automate to change the stage of lead to the next level once the mail is opened. So this will reduce the manual actions to be performed.
How leads can be generated from campaigns in Odoo 14?
Once you send messages through campaigns to recipients in the mailing lists and they have responded to the link or post provided, it will generate a lead in CRM. In the other info tab of lead you can find the source and medium of lead.
So when you open the campaign you will have some smart tabs to record the lead, mailings, SMS, quotation, revenue, clicks etc are generated from the campaign.
How can I identify the status of emails or SMS generated from the campaign in Odoo 14?
When you open a campaign you can find the mailings or SMS are done on the smart tabs and at the same time under the tab mailings, you can see the sent date, the status of each mailings, how many delivered, opened, replied, and bounced in count and percentage. Similarly for the SMS, Social media posts and push notifications as well.
Can I Create campaigns from social marketing apps in Odoo 14?
Yes, in the social marketing module there is a menu ‘Campaigns’. Moreover, you can find all the existing campaigns there and create new campaigns also
Is there any way to change the title of push notification in Odoo 14 social marketing?
While you create a push notification, you can set a push notification title. So that the title will appear in the push notification messages.
How can I add push notifications to my website using social marketing apps in Odoo 14?
Create a post and choose ‘[push notifications] website’. Now configure details like a message for notification, attach an image if required and under ‘web notification options’ add a Push Notification Title, Push Target URL and Push Icon Image. Enable ‘Send at Visitors' Timezone’ so that notification will be sent to website visitors in their time.
Once details are correctly added then click on post. One can also test the notification by clicking on ‘TEST NOTIFICATION’.
How can I share my business offers on social media using Odoo 14?
Go to the social marketing module, from the overview click on the button ‘New Post’. A new window opens where you can choose the social media where you want to post. Add the message at the specified field and also attach images. If the post is a part of any campaign, one can choose the campaign and also decide when to post the new post. So one can use the ‘send now’ option to send at that moment or can schedule it for a later period.
How can you add a new stream to social media in Odoo 14?
From the social marketing module overview click on ‘Add a stream’ and choose an existing account to add a stream. Moreover, you can also choose the type including posts, page mentions, tweets of a particular partner, mentions or based on keywords etc.
So the stream based on the chosen type can be available in the overview of social marketing.
How can I add social media accounts in Odoo 14?
Once you open the social marketing module, click on create and link to social media accounts such as Facebook, Twitter, or LinkedIn. So that you can share the marketing posts on related social media. All the existing accounts can be seen from configuration > social accounts.
How can the contacts be blacklisted in Odoo 14 SMS Marketing module?
Go to SMS Marketing > Configuration > Blacklisted Phone Numbers and add the numbers there.
How campaigns can be created in Odoo 14 SMS Marketing module?
SMS marketing campaigns can be created from the ‘campaigns’ menu and create a new campaign, to send SMS for the recipient, click on ‘Send SMS’ . Then a window will appear to add SMS title, message, mailing list and then you can send or schedule to send.
How can I buy SMS credits in Odoo 14 for sending SMS?
Go to settings, and under the contacts section, you will have an option to buy credits to send SMS texts to contacts. Click on ‘Buy credits’ which will direct you to another page to provide IAP service.
Choose a country, then enter your phone number and confirm it. A verification code will be sent to your given mobile number via text message after you confirm. You can use the authentication code to verify your account and send SMS messages.
What are the mandatory factors to work Odoo 14 SMS Marketing module properly?
In order to send SMS, need to buy some credits from Odoo and the contacts must need a valid contact number. Also, the campaigns and configurations should be properly se
How can contacts from the contact list be restricted from receiving SMS in Odoo 14?
From the contact list, a contact can be restricted with the ‘opt-out’ option.
How the SMS contacts and contact lists can be managed in Odoo 14 SMS Marketing module?
Go to SMS Marketing module > Contact Lists > Contacts Lists, create a contact list by adding contact list name, and then save. You can add contacts within the contact list.
In addition, the contacts can be created from the SMS Marketing module > Contact Lists > Contacts. So you can add the contact list in the contact.
How can I decide from which mail server the marketing email to be sent in Odoo 14?
One can set the dedicated mail server in the email marketing configuration settings. So that mail server will be taken to send mail else it will take the first available configured mail server.
How the mail reply from a marketing mail can be managed in Odoo 14?
While creating an email to send as a part of an email campaign, one can set the reply to mail from settings. So whenever the recipient replies to the mail, it will be sent to the reply mail set.
How email addresses can be blacklisted in Odoo 14?
One can manually add the email address to the blacklist. Another way is that once a user unsubscribes, then his mail ID automatically included in the blacklist. To automate this one has to enable the ‘Blacklist Option when Unsubscribing’ from email marketing configuration settings
How the email campaigns can be created and managed in Odoo 14?
New email campaigns can be created Email Marketing > Campaigns > Create and add campaign name, responsible person, and tags for the campaign, then save.
To add additional campaign rules, open the campaign and edit. Once you open the campaign you can see certain smart tabs to record the details like quotation, leads, revenues, click, etc from the campaign.
Also, we will have options to send mailings, SMS, social media posts, and push notifications. Click on ‘send new mailing’ to send mail. Add the mail subject, choose the recipient, and set the mail body. Mail templates are available or one can draft your own. Under the settings tab, one can set the mail id for sending from and reply to, etc.
So once data is correctly set, an email can be sent to the mailing list.
Can I restrict the contacts from a mailing list without deleting the contact in Odoo 14?
Yes, from the mailing lists one can tick the opt-out option against the contact. Therefore, when a mail sends that mail list, that particular contact will be restricted from receiving mail.
How the mailing list and mailing list contacts can be managed in Odoo 14 Email Marketing module?
Mailing lists can be created from Email Marketing > Mailing Lists > Mailing Lists and create a mailing list and add the recipients to the mailing list.
Similarly, mailing list contacts can be created from the mailing lists menu > mailing list contacts, then create a contact and add the contact details. So while creating a contact, it can be added to the mailing list by adding the mailing list in the tab mailing list.
How can I use the same spreadsheet template of a document in Odoo 14?
From the document module, the spreadsheet used templates can be available from Configuration > Spreadsheet templates. So one can make a copy of the spreadsheet and edit it with new data.
Can I restrict the documents to the users of a workspace in Odoo 14?
Yes, for each workspace one can define both the read and write access right to different groups.
How the documents from different workspaces are managed in Odoo 14?
Workspace can be created from Document > Configuration > Workspaces > create. So we can upload documents to respective workspaces and share the documents.
How can I share documents with my contacts in Odoo 14?
Choose any file and click on the share option on the right side black screen or can use the ‘SHARE’ button.
How can I split a PDF file in the Odoo 14 Document module?
For larger pdf files sometimes we need to split them into pages. So choose the pdf file to split and on the black screen, you will have an option to split. Click on the tool and which will direct you to another window where you can choose the file in pages and click on the split button. Thus, the entire file splits into different pages and each page is saved as separate documents in the Odoo 14 Document module.
How actions like task/bill creation can be done from the Odoo 14 Document module?
Go to document module > configuration > Actions and create an action. Under the ‘conditions tab’ one can add the conditions and the action to be performed can be mentioned under the ‘Actions’ tab. Choose the field ‘create’ with required action to perform like product template creation, bill creation, task creation, signature request, etc.
So when the file is chosen with the condition satisfied will show the action to perform. Click on the actions so that the corresponding template will be open.
Can I lock a particular document to prevent further editing in Odoo 14?
Yes, Choose any file so the black screen on the right-hand side will provide a lock option to lock the document.
Which type of documents can be handled in the Odoo 14 Document module?
Document types such as pdf files, spreadsheets, text files, images, etc.. can be uploaded and shared using the Odoo 14 Document module.
How can I request a missed file in the Odoo 14 Document module?
A request for a file can be sent from the document overview. Click on ‘REQUEST’ option, a form will appear to add request details, choose the employee to which the request is sent to and his/her workspace, a due date before that date document is to be submitted. Additionally, you can add tags to identify the request and then send it. Once the request is sent, then the employee gets the message in his/her chatter and then he/she can upload the document.
What is new in the Odoo 14 Document module?
The Odoo 14 Document module helps document management in different formats, especially the Odoo spreadsheets can be stored in the document module and can be shared with the right person. This module also helps to request a needed document and users can upload documents. Also, documents can be sent to sign, can create certain actions and tasks form documents. Another feature is the larger documents can be split into pages. These all things can be done using the Odoo 14 Document module.
How blacklisting is managed in odoo 13 email marketing app?
One can add an email address directly to the blacklist, configuration> blacklist. Another way of blacklisting in email marketing is that the recipient can itself add themselves in blacklist through unsubscribing. For that, there is an option in settings, ‘Blacklist Option when Unsubscribing’.
How blacklisting is managed in odoo 13 email marketing app?
One can add an email address directly to the blacklist, configuration> blacklist. Another way of blacklisting in email marketing is that the recipient can itself add themselves in blacklist through unsubscribing. For that, there is an option in settings, ‘Blacklist Option when Unsubscribing’.
Is it possible to create a mailing for the future in odoo 13 email marketing app?
Yes, You can schedule the mailing for a future date using the SCHEDULE option while creating the mailing.
How can the mailing view be tested in the email marketing of odoo 13?
Using the TEST option mailing view of the recipient can be tested. You can add a test email and send. Thus you can check the recipient view of the created email.
How can the reply for an email be managed in odoo 13 email marketing app?
You can mention the ‘send from’ and ‘reply to’ email addresses under the settings tab while creating a new mailing.
What happens if any of the contacts in the mailing list is blacklisted in odoo 13 SMS marketing app?
On opting for the mail list for SMS marketing, the blacklisted contact is automatically ignored when messages are sending.
How can we buy SMS credits in odoo 13?
Sms credits can be bought from general settings, Settings > Contacts > buy credits. It will redirect you to another page to provide an IAP service. Select your country and add your phone number and confirm. On confirming a verification code will be sent to your given mobile number by text message. Using that verification code you can validate your account and send SMS.
What all should be noted in sms marketing of odoo 13?
Before sending an sms, you should buy credits to send sms. The contact recipient must have an valid sms number also.
How can we unsubscribe a contact from the mailing list of odoo 13 SMS marketing?
Once the opt-out is enabled for a recipient, they will be unsubscribed from the mailing list temporarily.
How to remove or move certain contacts from the mailing list in odoo 13 SMS marketing?
Contacts can be removed from the list by using the opt-out option in the mailing list and you can add a new mailing list using add a line option. So the contact can be moved to the new list.
How do we set an opening balance in odoo 13 accounting app?
The contact list can be created from the contact lists menu and can create individual contacts in the contact list.
How to add users to a channel in Odoo 13 Discuss app?
You can add users and members to the channel. The gear wheel symbol at the right side of the channel, takes you to channel settings. Under the privacy tab you can add groups so the users in the group will be added to the channel. Also the member's tab helps to add more members to the channel as well.
Is it possible to chat with a website user with the Discuss app in Odoo 13?
Yes, the chat from the website will show in the discuss app as a visitor.
What is the difference between the public channels and private channels in Odoo 13 Discuss app?
The public channel is created by the admin with write privilege in which the messages can be seen to everyone in the organization. While private channels are created by users and messages will be seen only to the invited members.
How can one create leads from the discuss app in odoo 13?
Using the shortcut, /lead we can execute the command to create a lead.
How canned responses in live chat made helpful in Odoo 13 Discuss app?
The canned response in live chat can be used in the discuss app as well, so that the conversations are easier and time-saving.
How does the recipient get notified of the message when they are not currently in Odoo 13 discuss app?
The messages are notified through the conversation widget at the top of the Odoo interface.
How to create a channel in Odoo 13 discuss app?
In the discuss app of Odoo 13, there is an ' + ' to add channels. You can create either a public channel or a private channel from there.
What is the need for multiple channels in the Odoo Helpdesk module?
In brief integrating Odoo Help Desk with Company’s Website is termed as Multiple Channel, using which the customer can create tickets by emails, website or can connect third party application
How is it possible to grant coupons to our customers using tickets in odoo helpdesk?
first of all, you have to create a coupon program at our website or sale application to grant coupons to our customers. in the helpdesk module, go to helpdesk -> my ticket -> coupon, choose the coupon program and click on generate.
How can we provide refunds to our customers using the odoo help desk module?
in odoo helpdesk module you can use credit notes to provide refunds to your customer or to pay back the amount due. first, go to configuration -> helpdesk teams and enable all the options under after sale option and then, go to helpdesk -> my ticket -> click on refund and select the equivalent invoice and then click on reverse to generate the credit note.
How does SLA meet customer satisfaction in the Odoo helpdesk module?
A service-level agreement (SLA) is a commitment between a service provider and a customer. The Service Provider will solve the issues reported by the customer as per the predefined time period which was agreed by both in the agreement.
How to configure the feature through which the customer can close their ticket in Odoo Helpdesk module?
To configure the feature of Ticket closing go to Helpdesk -> Settings -> Helpdesk Teams -> Self service -> Ticket closing.
is there any option for the customer to close their ticket in odoo helpdesk module?
yes, the customer has the choice to close their ticket using the option called ticket closing. it allows the customers to close their tickets when they find that issues have been solved and, make communication and actions more effective.
How to assign newly created tickets to the right person in odoo helpdesk module?
the assignation method can be used to assign newly created tickets to the right person. it can be done manually, random or balanced. with random assignation, every user gets the same number of tickets. with balanced assignation, tickets are assigned to the user with the least amount of open tickets.
How will you configure the helpdesk team?
to configure the help desk team go to help desk > configuration > helpdesk teams. from here you can add the name and other fields of the team.
What is the need of using tickets in Odoo Help Desk?
In Odoo’s Help Desk ticket management allows one to grant coupons, make credit notes, return products and to do repairs.
How can users get reports on the number of applicants through each medium?
goto reporting, where you see the employee referral analysis. set measures = applicant(count) and group by = medium
What all options are available in referral app
from here, one can view the opened positions, see the rewards also email the friend. upon clicking view jobs, you will be navigated to a new window where you can see the opening position. via clicking refer friend you can refer your friend for the open job position and you can send job offers by email. an auto-generated email template appears and you can add the email id and send it to your friend. one can also share the openings in social media for that you can click the share now buttons provided. upon clicking the default facebook or twitter media, you will be redirected to the corresponding page of the network and via clicking rewards, you get redirected to the webpage of the rewards where you select the reward you needed as per your points.
Is it possible to add any information on the starting of app?
the process of adding some text and company details on the opening section is named onboarding in odoo referral app. to configure onboarding, go to referral> configuration> onboarding. users can set the text, sequence of slides and company details here.
How do job notification displays for the public?
on the top section of the dashboard, the user could display job notification as an alert. to configure alerts, go to referral> configuration> alerts. one can set the duration of alert, cleave on all jobs / specific urls, and text to be displayed.
How to configure the joinee who joined through a referral?
the people joined through referral are considered as friends. to configure friends, go to referral> configuration> friends. here you can select the dashboard image, name, and position of the friends.
How can we categorize each employee with points?
to categorize employees we can use “levels” in odoo. to configure levels, go to referral> configuration> levels. user can define the name of the level and required points to reach this level
Is there any advantage for employees to refer others for the open position?
for each reference to joining of that referred friend employees get points. the company can set the value for each stage in odoo. after a specific point, the employee can claim the rewards. to configure rewards, go to referral> configuration> rewards
What is the need of the Referral app?
Odoo Referral app helps you to share job positions that need employees at your Organization. Employees can effortlessly refer to their friends using the Odoo Referral App. The dashboard of the referral app displays you with all the data that you need about an open position so that employees can share the perfect job position for their friends via social networks.
Is it possible to delete a document?
When you click on the document that is being archived a delete button appears.If you click on it the document will be deleted.
Where can you see the archived documents?
When you archive a document in the editing section by clicking the archive icon the document cannot be seen there but it can be viewed by using a filtering option. Click filters and choose archive. Now you can see all the archived documents. Click on it and when the restore button is clicked it is again restored back to the documents section.
How can you upload a new document?
In the documents page at the top left corner, you can see a button Upload. If you click on, you can upload a document.
Can you set an owner for a document?
While editing a document owner can be set for it.
How can you download a document?
If you click on a document then from the right side in the editing section of the document you can download the document.
How can you share the documents?
Documents can be shared by clicking on the share button on the top left side of the documents page.
Is it possible to lock a document?
When you click on the document, in the modifying section you can see a lock icon.
How can you Preview and modify documents?
You can preview the document by clicking on the left icon in that document and on the right side of the document page you can see a black colored space to modify and add details like name, contact, owner, workspace, tag.
Can everyone create and edit documents in a workspace?
To manage this there are write groups and read groups. Write groups are able to see the workspace and can add or edit the documents while read groups can read documents but cannot create or edit documents.
How to set up a workspace?
To create a workspace, go to documentation>configuration>workspace and click to create a new workspace.
How to create a new tag?
To create tags go to documents>configuration>tags and create tags.
What can be done to view only the image documents under a workspace?
Under the workspace, you can also see section Tags. Tags can be created for each workspace. When you choose a workspace and check the tag images to see the images in that workspace. (Note: Images tag can be viewed only when it is created ).
How can you separately view and manage documents as different sections?
Workspace indicates the different business departments and each manager of these departments carrying different documents. and with workspace documents, each one carries tags of the documents which are used for the quick access of the documents.
Which documents are managed by the document module in odoo?
In odoo documents, all users can share or transfer the business documents. odoo manages four types of documents, word, URL, videos, pictures.
What is the filtering of data?
In the dashboard, you can see the filters. Use filters to get the relevant contact as you want.
What are the options lying under the membership tab?
under the membership tab, you can add the contact as a free member or other.
What are the options lying under the Partner Assignation Tab?
Here you can add partner-level details and other reviews related to them.
What are the options lying under the internal notes tab?
here we can add comments.
What are the options lying under the accounting tab?
Under accounting we can see the fields bank, account number, account receivable, account payable.
What are the options lying under the sales and purchase tab?
Under the sales tab, we can see the fields salesperson, delivery method, payment terms, pricelist, barcode, fiscal position.
What are the options lying under the contact and address tab?
Under contact and address tab you can see fields to complete about the new customer.for example name, address mobile, etc.
How to create a new contact?
To create a new contact, click on the create button. In odoo, we have two types of contacts. one is individual contact and the other is company contact.
What did you see on your dashboard while opening the contact application?
As soon as you enter the dashboard, you see the already created contacts.
What is the purpose of contacts in odoo?
In any business field, managing contacts is very important. Odoo provides contacts app to manage the contact details.
If I want to know the meaning of information with an employee, What will I do?
We can select the employee from the contact list. There is a tab named meating, then we can analyze the meating that decides with these employees.
How can I get contact information from Odoo?
We can view all contact in the contact module. We can view the single contact information from it.
How can you create contact information with a person or a company in Odoo?
We can create contact information with a person or a company simply by using the Contact module in Odoo. Install the contact module, then we can create contact information simply. There is a create button in the contact module, click on it then we can create contact information simply.there is a chance that the person or company may be our customer or vendor or an employee,
What are the features available for a portal user?
the portal user has only the read/view access for viewing the sales order, purchase order, invoices/bills and accepting or rejecting the quotations. but it is possible to edit the personal details of the customer, except changing the name is not allowed once invoices have been issued for the account.
Is there any way for the customer to make payment online?
For portal users, it can be done by logging in to their account and making the payment.
Is it possible to confirm a quotation by a customer other than through email?
Yes, by giving the portal user access to the customer, then it is possible by login by the customer through the website and can be confirmed.
Which are the access modes given to a portal user?
a portal user has only the read/view access to the network, they will not be able to edit any document in the system. but it is possible to edit the personal details of the customer, except changing the name is not allowed once invoices have been issued for the account.
Is it possible for the customers/clients to view their order details?
in odoo, we have an option called portal user. with this, we can give a portal user id to a customer/client. for that go to contacts app -> select the customer -> under the action select the ->grand portal user. for more details refer to the blog: how to enable portal access in odoo
How can a user view his messages or get notifications if he is not inside the discussion module?
on the top right side of the app store, there is a conversation tab where you can see chats and conversations from channels. to reply to the messages just click on it, then you will be redirected to the discussion module.
How can you see the history of all the activities?
There is a History tab on the left side in your discussion module that shows a complete history of your activities
How can we make conversation without creating a channel?
Along with the channels tab in your discussion module, you can see another tab that is direct messages where you can add the name of the user.
Where can you set the users and their email in a channel?
Under the members tab in the channel settings recipients and their email can be added.
Is it possible to set some members as followers automatically?
Auto Subscribe Groups field is used to add some members to it and automatically set them as followers. These members can also manage their subscriptions.
What configuration can be done to allow only some selected users to follow the group activities?
In the Channel settings under the privacy tab, there is a field 'Who can follow the group's activities' which can be set for everyone, invited people only and selected group of uses.
How can you send messages as an email from a channel that you have created?
in the channel settings when you check send messages by email field messages can be sent by email from your channel.
How can you configure a created channel?
On the right side of a created channel, there is an icon for channel settings where you can configure the channel.
How can we make a private conversation in Odoo?
When you create a channel by typing the name of the channel a suggestion will be provided to choose the channel type which can be private or public.
How can you create a new channel for conversation in odoo?
a channel is created to make better conversations with multiple individuals where you can categorize conversations according to the team, places, project, etc. a new channel can be created by clicking the + icon on the right side of the channel tab.
When i connect my iot box to the network it is not detecting, what may be the issue?
if the iot box is not working properly, check a few steps to troubleshoot it like; if the iot box is on the red light will be lit. if the iot box is ready to use the green light will be lit. be sure that the iot box is connected to the same network of your pos. see the link between the ip of devices. also, check the connection, if the connection is poor it won’t work properly.
How can we solve the problem of continuous downvoting for the questions and answers created in a forum?
When we are creating a forum there is a tab “Karma related rights” where we can set many rights. So a user can downvote an answer or a question only when he gains some points.
The barcode scanner is not working properly. How to resolve it?
If the scanner is not working well be sure that no device is connected with scan via proxy other than the one we use.
How can I connect the weighing machine in my shop with the IoT?
In Odoo IoT Box we are able to connect any measurement devices. For that connect the device with a USB cable and with the Odoo installed system. Now just restart the system, now it will be seen in our database.
How the iot box updates are done?
for benefiting the latest updates in the iot box by odoo, we have to reflash the iot box’s, sd card.
for that balena’s website and download etcher, install and launch it. then download the latest image here, and extract the zip file. open the etcher and select the image so that were it to be flash(ie the sd card) and click the flash. then it will update automatically.
Is there any way to add a point of sale (POS) payment terminal to Odoo?
We can add the Payment terminal with the help of the IoT Box. First, connect the payment terminal to the IoT Box to your database. Once it is done link the Payment terminal to the POS. For that open Point of Sale app then go to Configuration ->Point of Sale, tick IoT device and select the payment terminal.
How can i manage onsite registration for an event in odoo?
The odoo event is capable of managing online as well as onsite registration.
for more convenience, the mobile app used for scanning and registering the participants at the entrance
How to create different marketing mediums to enhance your business in Odoo SMS marketing?
To create different marketing mediums to enhance your business in Odoo SMS marketing go to SMS Marketing module -> SMS Marketing -> Settings tab -> Marketing , under marketing there is an option for creating Medium.
Is it possible to collect the advance payment in Odoo?
Yes, Odoo Rental module is prepared in a way to handle this case. After confirming the rental order, the user could create the invoice as a full payment or partial payment.
How can I schedule the rental time for the customer?
At the time of creating a rental sale order, the Odoo itself gives a pop-up window to fill time-bound.
How can I set rental price rates in Odoo?
By enabling the “Can be Rented” option of a product, the “Rental” tab will appear. In Rental tab, the users could set different rental prices for different units of that product
How to schedule an activity for a subscription?
to schedule an activity, take the subscription page and select the subscription that you want to schedule activity and click the clock icon on the kanban view of the selected subscription. there you can schedule the activity for that particular subscription and click the schedule button.
How customer alerts or problems are handled in Odoo?
Activity types are the action that we take when an alert comes. Activity types are email, call, send a letter, etc.
Is it possible to create close reasons for knowing the reason for closing the subscription?
Close reasons are the reasons we give while closing a subscription. Go to configuration, select the close reasons and create the reasons and save it.
How an alert is created?
Go to the subscription module, click on configuration and select the alert option. There you can create a new alert, fill all the mandatory fields and necessary fields, then save it. Automatically the alert will come as per the subscription template, customer and products you have added.
Is there any way to monitor customer satisfaction with the subscribed product?
In subscription, an alert is used mainly to know and follow up on the satisfaction level of the existing customers regarding the subscription. If the customer is less satisfied then an alert will come and an automatic activity will be triggered to the customer. It enables the salesman to retain the customers.
Is it possible to retain the existing customer for extending their subscription period by adding up the product with discounts?
For that upsell is used. To make an upsell subscription the draft subscription has to be in progress. Now enter into that subscription page and click on the upsell button, now a popup page of upsell will appear to fill the details asked, add the upsell product and its quantity. Now click on create and view quotation. Click on edit and give discounts to the customer since we are giving the same product. Save it and send it by email. Now you if you want to preview from the customer point of view. On the preview page, the customer can accept and sign it. Go back to edit mode. Now click on the subscription button above right corner on the page, there you can see a sales button click on that you can see the additional sales with discount rate. Thus, you have upsold to your existing customer.
How can we close a subscription?
if the customer wants to close the subscription, at the time of creating the subscription they can close by customer must be checked tick, now just click on the close button on the subscription page. then a pop-up window for reason will arrive, just add the reason and save. then the subscription is closed, automatically it goes into the closed stage.
How can we change the stage of a subscription?
If we want to change the stage of a subscription, just drag and drop it into the next stage.
When we subscribe to a product it will go through different stages, How can we create a subscription stage?
To create a subscription stage, go to configuration click on subscription stages. Here you will navigate to the subscription stages page. There you can create your stages by clicking on the create button. Give the stage a name and fill the necessary fields and save it. These stages will appear in the subscription dashboard.
in some cases, we subscribe to the product on a yearly basis, and if we want to get it in the next year also, we need to renew the subscription. so how can we renew a subscription?
in order to renew a subscription, go to the subscription module, click on subscriptions, and select the option of subscription to renew a new window will come with different stages of the subscriptions. under each stage, you can see the subscriptions and you can renew the subscription which you want to renew from there. for that click on the particular stage and select a subscription to renew, then you will be redirected to a subscription renewal page. there click on the create a renewal quotation and confirm it, then click on the create invoice select the suitable line and validate the invoice. now make the payment by clicking on the registration payment and validate the amount. thus, you have renewed the subscription.
How can we sell a subscription?
selling a subscription is just like selling a product. for that we need to create a quotation under sales, there we shall add the quotation template. the data regarding the particular template is auto-filled to the quotation. for more details read the blog: odoo subscription module
How to create a quotation template for a subscription?
For creating a quotation template, we need to activate an option of a quotation template under sales settings. Now create a quotation template in sales. For more details read the blog: odoo subscription module
How to create a subscription template?
in odoo, it's easy to create a subscription template. for that go to subscription module -> click on subscriptions -> there take the option subscription template, then create. then add this subscription template a subscription product. for more details read the blog: odoo subscription module
How to create a subscription product?
In odoo, it's easy to create subscription products. For that go to subscription module -> click on subscriptions -> there take the option subscription products, then create. For more details read the blog: Odoo Subscription Module
How can we sell a subscription product with the help of Odoo?
Odoo subscription is so simple and efficient. In order to sell a subscription product, we need to know the subscription product, subscription template, and quotation template. Therefore to setup a subscription we need to create a subscription product, then a subscription template. Now assign that template a subscription product. We need a quotation also created for selling the subscription product.
In the case of magazines and so on, let it be weekly or monthly, we have to subscribe to it to get it on time. So how can we manage such subscriptions?
Odoo ERP supports all kinds of business, it also supports subscription business. Here the customer has to pay for the subscription they have done. Odoo subscription is so efficient in handling subscriptions.
Is it possible for my customers to close their subscriptions by themselves?
Yes, It can be done so that in the Subscription Template, by enabling the "Closable by customer" setting, then the customer can close the subscription by themselves.
If a customer wants to receive products regularly by paying in advance, is it possible to do this in Odoo?
In Odoo subscription, the module is to handle these cases. With this, we can manage the details of the products, time period whether it is monthly or yearly like that and also the customer feedback of the service.
How can you add a new question to a forum?
In configuration settings, check the forum which when enabled creates a community having many members who can add questions and post them with answers, downvote and upvote them. When forums from the forum menu are selected in your eLearning module, you can view all the created forums and create new forums. To add new questions and answers to a forum select go to forum->posts, select the create button and add details including forum name, question. Under the answers section, new answers can also be added.
How can we see all the users who attended a course?
When you select a course, above you can see the attendees section and when we open it all the users who attended the course can be viewed.
How can a user add a review for the course that he had attended or finished?
When a user opens and views a course, there is a button to add or modify review, comments and ratings can be given there.
How can a visitor of a course become a member?
When a visitor clicks the view course and redirects to the website of the course, on the left side there is a button to Join course.
Is it possible to download or save all the quiz questions?
In reporting, when we choose quizzes, all the questions can be viewed and there is an icon above them to export all.
Is it possible to download or save all the quiz questions?
In reporting, when we choose quizzes, all the questions can be viewed and there is an icon above them to export all.
Is it possible to view the overall rating graph?
Goto Reporting->Reviews where rating can be viewed as a bar chart, pie chart, and line chart. The rating can be viewed based on the rating number, count and document.
What can I do if I don't want a course to be rated by anyone?
Under the "Options" tab, every course you can see a communication section where 'Allow Rating' can be unchecked.
Can we set a course manager or some person who has the course responsibility?
under the options tab of a course, there is a section “course” where a responsible person for that course can be set.
Can we set difficulty levels for a course?
Tags can be given for a course where we can specify the difficulty levels like basic, intermediate, advanced, etc.
Is there any option to give extra points for the people who added a review for a course?
We can set Karma rules under the “Karma Rules” tab where different ratings are given for finishing a course, adding comments, adding reviews and so on.
How can i give access to a course on inviting to that course?
in a course under the options tab, you can see access rights where you can set training enroll policy as “on invitation”.
Can I view the total persons who finished a course?
In the eLearning overview for each course, it is possible to view the totals persons who finished a course.
Is there any way to reduce the points given to a user according to the increase in attempts of a quiz?
When you are creating a quiz content under the quiz tab it is possible to set rewards for each attempt. ie.for first attempt 10, second attempt 9 and so on.
How is it possible to help the visitors to differentiate the type of content that you provide for each lesson in a course?
When you create new content for a course, it is possible to specify the type of that content under the document tab of that content. Content types can be video, document, quiz, webpage, presentation and so on. Reward points for the quiz as per the number of attempts
If you are creating a quiz for a course, How can you add questions to the quiz?
A quiz can be created for every lesson or content in a course. It can be also added by creating new content in the course. To add questions first select content and under its Quiz tab, you can add the questions and the rewards depending upon the number of attempts.
How can i see the total duration of a course?
in the eLearning overview, the total duration to complete a course is shown in the section of each course.
Is it possible to display the number of viewers of each lesson or content in a particular course?
if you open a course, under the content tab you can see all the contents included in that course. for each content, there will be a title, type, duration and along with that total views of that content is also shown.
What can be done to limit the visibility of a course to some allowed users only?
If a new course is created or if you open an existing course you can see many tabs. Under the Options tab, there is a display section where you can set visibility as “public” or ”Members Only”.
What is the question type supported by odoo?
Odoo support the following question types,
1. multiple lines text box
2. single line text box
3. numerical value
6. multiple choices: only one answer
7. multiple choices: multiple answers allowed
Is there any option to validate the email address that the candidate entered?
Yes, we can easily validate the email, for that we have to tick the ‘input must be an email’ while creating the question.
In my survey questions, some questions need to validate based on the length, range and time. is it possible in odoo? if so, how?
yes, we can validate the answers according to their character range, numerical value range, date ranges, and date and time ranges, by giving proper validation to each questioned model while creating questions.
Is odoo support conditional questions?
no, we can acquire this by using a custom module.
How can I configure the mandatory questions in surveys?
We can set the question as mandatory by providing mandatory constraints while creating a question.
Is odoo support picture type questions in the survey?
No. We can acquire this by customizing the module.
If I want to give some certification to the candidate according to the performance in the survey. How can I manage it with odoo?
Odoo provides a scoring mechanism to measure the performance of the candidate in the questions. While creating a survey we can specify the scoring and we can give the certification for the candidate who passed the conditional score percentage.
Is it possible to set security measures for a survey?
Yes, we can provide security to a survey providing proper access mode. For more security, we can provide 'Login Required' before answering the questions.
Is it possible to restrict the number of attempts by the user in a survey?
Yes, we can set the number of attempts per user by setting the attempts limit while creating the survey.
Is it possible to specify the time duration of the survey?
Yes, we can set the time limit of the survey at the time of creation.
If I want to display all questions under a specific category on a single page. How can I manage it?
There is an option layout in the survey. By selecting the proper layout we can arrange the questions. We can arrange the questions as one page per question, one page per section and one page with all the questions.
In my survey forum there are two categories of questions, How can I manage it in odoo?
We can easily manage the categorization of questions by adding appropriate sections while creating questions.
Is there any option to restrict the users to the survey forum?
Yes, while creating a survey we can specify the access mode of the survey. We can give access to the survey either by sending the link or by inviting the people.
In my company, the surveys are conducted manually. If I use odoo survey what are the advantages I get?
Odoo survey is an easier way to manage surveys. We can create our own survey questions without any time lagging. We can publish our survey forum on our website, and we can restrict access to the forum for different users and also there is an option to analyze the answers.
User feedback is exceptional in business. is there any way to effectively manage user feedback in odoo?
yes, odoo provides a platform for collecting feedback from users as well as employees by conducting surveys. in odoo, there is a separate module (surveys) for effectively managing surveys among various levels of persons related to your business.
How do we see the visitors to our website or social accounts?
For that go to social marketing module, click on the tab visitors. There you can see all the visitors to your account or website.
Can we schedule the time of the post?
If we don't want to post something just now, we can plan the time of the post for the future by checking on the schedule later button. There you can add the date on which you want to post the thing.
How to post something on your website with your odoo socials?
Through Odoo social marketing we can post something to our website. We need to just go to social marketing and take feed, there we can click on new post, then a new window will appear. There you can add the attachments and messages you want to upload. Also, you can select which you want to upload the message. After filling the necessary fields, click on the Post button.
How to configure your social media account with odoo?
Odoo social marketing is already configured to have access to Facebook and Twitter accounts and if we want to use our own accounts we can set it also. For that on the developer mode and take the social marketing settings, now enter the own API keys.
How to interact with your online visitors?
We can track our website or online visitors through tracked pages, and we can communicate with them through push notifications, emails, SMS or even you can request a live chat.
What shall we do to get alerts and notifications about the website or our social accounts?
Enabling push notifications is a cool item to be used. Firebase account is the basis of push notifications. Whenever a new visitor comes to our website he or she will be asked for permission to get push notifications. If we allow the notifications after subscribing to the website, they will get all the alerts and news of our website.
How can we efficiently post something to our social media account through Odoo socials?
It's quite easy to publish some posts or content on our social media account. For that, we shall go to feed and click on a new post, create a post and select all the social media account you want to share the post and then publish the post.
Is it possible to manage social media accounts through Odoo?
In Odoo social marketing, we are able to link our social media accounts easily and manage it through Odoo. In order to link our account, we need to create a stream and select our account. Then we shall grant permission to Odoo Social marketing to use it. Now through this, we will be redirected to our feed and its added to Odoo socials.
How a company can efficiently be engaged with its community?
Today one of the challenging factors a company face is to continually engage with their community or wellwishers. It is essential for a company to efficiently interact with its community to enhance its trust and loyalty. For that Odoo has a super cool feature of Odoo socials or Social Marketing. With this module, we are able to handle all the social media, live chats and so on.
How shall we make possible to blacklist a contact in the mail?
For that go to the configuration of email marketing and take the blacklist. There we can add the address we want to blacklist.
Mass mailing is a feature that helps us to send mail to many people together at a time. How shall we configure mass mailing in Odoo?
Mass mailing is a nice feature to reach one message to many at a time. For that, we shall create the mailing list of mass mail. Then go to the email marketing module, take mailing lists and create a new mailing list. There if we tick the option is Public, the recipient can access the mailing list and thus he can update subscription preferences. Now when we send an mail we can add all the recipients to that list. Also, we can remove the recipient from the list.
How is it possible to know the status of the emails we send?
It is possible to know the status of the emails we send. We are able to know all the details like how many emails sent, how many emails viewed, how many are replied and so on with the help of the email marketing module.
How shall we create a new Email with Odoo?
With Odoo, we are able to create an email in a cool way. Taking the email module just click the create button. Now we can create a new mailing click on Create button. There you can create the mail. You can enter the recipient's address, enter the subject, enter the body and so on. For detailed information read the blog: Email Marketing in Odoo
Email is the mailing app that all the companies have been using for long, How can we do marketing with email with the help of Odoo ERP?
In Odoo, we have an amazing feature to manage the Email of a company. With this, we are able to reach ads and other messages to a group of people, especially our customers. Through which we can strengthen the customer relationship. To know more regarding the Email Marketing kindly read the blog: Email Marketing in Odoo
How shall we create email templates?
Odoo has a super cool module to manage and create an email if needed. Here we can also configure and design email templates. For more details read the blog: Creating Email Templates in Odoo 12
How shall we manage email templates?
Odoo has a super cool module to manage email. Here we can also configure and design email templates. For more details regarding this read the blog: Odoo Email Templates
How shall we configure Email marketing in Odoo?
To setup email marketing, first of all, we have to install the email marketing module. When you open the app we can see an email interface there in which we can configure the email.