Click Theory
Click Theory
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Video

Odoo - How to process a return for Authorize.net payments
zhlédnutí 42Před měsícem
00:00 Introduction 00:02 1. Navigate to the invoice 00:13 2. Click 'Credit Note' button 00:20 3. Add note and click 'Reverse' 00:42 4 . Process Refund on Auth .net 01:40 5. OPTIONAL: Attach return receipt 02:14 6. Register payment on the credit note 02:34 7 . Return or cancel the delivery
How to Selectively Dropship in Odoo
zhlédnutí 20Před 2 měsíci
00:00 Introduction 00:12 Odoo's Standard Dropship Workflow 02:28 Dropship selectively, when you choose to 04:05 Configure Odoo to Dropship Selectively
FIX - How to associate an invoice to a sale order after it is already created in Odoo
zhlédnutí 7Před 3 měsíci
00:00 Unreconcile the Payment 00:08 Cancel the Invoice 00:24 Create or Edit the Sale Order 00:31 Click 'Create Invoice' from the SO 00:42 Confirm the New Invoice to Post It 00:44 Apply the Credit as Payment 01:07 Review of the Steps
How to Change the Product Type in Odoo when Odoo is Blocking You from Changing It
zhlédnutí 129Před 4 měsíci
Once you sell a product in Odoo you will no longer have access to change the product type. This is the workaround. 00:00 Introduction 02:28 How to Change the Product Type
Easy Methods to Do Inventory Counts in Odoo - Printed Lists, Mobile App & Barcode Scanner
zhlédnutí 61Před 4 měsíci
00:00 Intro 00:14 Good-to-know tips 01:38 Divvy up the count 03:25 Print inventory count sheets 04:14 Counting inventory with the mobile app 07:00 Using the barcode scanner in mobile app
How to Quickly Request a Document in Odoo
zhlédnutí 8Před 5 měsíci
Super cool feature! You can send a request for a document with a direct upload workflow for the recipient of the request. This example shows how to request a document from an internal user. It is also possible to request a document from outside parties.
How to make daily sales management decisions in an instant
zhlédnutí 7Před 5 měsíci
How to make daily sales management decisions in an instant
How to Block Spam Facebook Messenger Messages Using Sweetapp
zhlédnutí 235Před 7 měsíci
Spam messages suck valuable time from you and your employees. Spam is out of control on Facebook Messenger business accounts! Now that you have all the messages and calls from your customers in your Sweetapp inbox, you can automatically block the spammers!
Automatically Add a Core Charge when Selling a Product that Requires a Core in Odoo Sales
zhlédnutí 29Před 7 měsíci
In heavy duty diesel parts and auto parts industries, many parts need to include a core charge when invoicing the customer. It is ideal to have the core charage added automatically when prepring the quote or sales order, to minimize human error, and to streamline the order writing process. ...We have built a custom automation in Odoo to accomplish this. 😁 Not to mention making it easirer on sal...
Custom Method of Creating and Linking Core Charge Products to their Parent Products in Odoo
zhlédnutí 45Před 7 měsíci
Managing cores in heavy duty diesel and auto parts industry is complex. This can be simplified in Odoo. This video demonstrates one part of a custom core management solution in Odoo. We demonstrate automatically creating and automatically associating the core and core charge in the 'parent' product's configuration form.
How to Add Refund Payment Methods to Credit Notes in Odoo
zhlédnutí 24Před 8 měsíci
00:00 Intro 00:13 Steps to Add Refund Payment Types 01:06 Add Your Refund Payment Types 01:51 Sort the Order to Your Prederence
How to Add In-Store Payment Methods in Odoo Sales Invoice Register Payment View
zhlédnutí 39Před 8 měsíci
00:00 Intro 00:36 Steps to Add Payment Methods 03:41 Conclusion
How To Do a Return Right from Sales Order with no Preceding Sales Invoice in Odoo
zhlédnutí 14Před 8 měsíci
How To Do a Return Right from Sales Order with no Preceding Sales Invoice in Odoo
How to Create a Credit Note without an Invoice in Odoo
zhlédnutí 106Před 8 měsíci
How to Create a Credit Note without an Invoice in Odoo
Odoo - How to solve purchase order items being out by a few cents due to unit-of-measure
zhlédnutí 22Před 11 měsíci
Odoo - How to solve purchase order items being out by a few cents due to unit-of-measure
3 Tips on Ecommerce Product Management: Organization, Speed and SEO | Odoo Ecommerce
zhlédnutí 40Před 11 měsíci
3 Tips on Ecommerce Product Management: Organization, Speed and SEO | Odoo Ecommerce
The best way ever for businesses to manage calls & messages from potential customers
zhlédnutí 7Před rokem
The best way ever for businesses to manage calls & messages from potential customers
Odoo UOM Use Case - Buy in Case of 16 Rolls - Sell in Single Rolls
zhlédnutí 82Před rokem
Odoo UOM Use Case - Buy in Case of 16 Rolls - Sell in Single Rolls
How to Process a Product Return & Payment Refund in Odoo
zhlédnutí 202Před rokem
How to Process a Product Return & Payment Refund in Odoo
How to Ivoice Partial by Line Item in Odoo
zhlédnutí 272Před rokem
How to Ivoice Partial by Line Item in Odoo
Odoo - How to purchase items in one unit of measure, and sell in a different unit of measure
zhlédnutí 67Před rokem
Odoo - How to purchase items in one unit of measure, and sell in a different unit of measure
How to Manage Overpayments & Credits on Account in Odoo
zhlédnutí 413Před rokem
How to Manage Overpayments & Credits on Account in Odoo
Odoo - How to Skip the "In Payment" Step when an Invoice is Paid in Full (Mark "Paid" Instead)
zhlédnutí 3,2KPřed rokem
Odoo - How to Skip the "In Payment" Step when an Invoice is Paid in Full (Mark "Paid" Instead)
How to Find your Facebook Profile Link and Name on Android and iPhone in under 30 seconds
zhlédnutí 16Před 2 lety
How to Find your Facebook Profile Link and Name on Android and iPhone in under 30 seconds
How to Find your Facebook Profile Link and Nam on Android and iPhone
zhlédnutí 8Před 2 lety
How to Find your Facebook Profile Link and Nam on Android and iPhone

Komentáře

  • @digitalcubestudio1828

    Thank you for helping out.. One more thing, I believe this will mark all invoices from hereafter to PAID.. how do we move the previous invoices from the IN PAYMENT status to PAID status?

  • @Trashpanda_404
    @Trashpanda_404 Před 2 měsíci

    My problem is multi UOM conversion: Product X is a 6/1GL case. Whole case or split 1GL. Product Y is 4/1GL, case or split 1GL. Think I just need to allow UOM category to be displayed with UOM just for back end product set up. Otherwise, if you set up the UOM, the drop down selector will show 2 1GL options to select. But you don’t know if it’s the 6/1GL or 4/1GL.

    • @clicktheorywebcraft
      @clicktheorywebcraft Před měsícem

      Hmm.. not quite sure I understand, but try this. Let me know how it goes. Create separate UOM categories: Create distinct UOM categories for Product X (6/1GL) and Product Y (4/1GL). This will help differentiate between the two products' UOM conversions. Set up UOMs with appropriate categories: Ensure that each UOM (e.g., 1GL, 6/1GL, 4/1GL) is assigned to its corresponding UOM category. This will help Odoo understand the correct conversion ratios. Configure UOM conversion ratios: Define the conversion ratios between the UOMs within each category. For example, 1GL = 1/6 of 6/1GL (for Product X) and 1GL = 1/4 of 4/1GL (for Product Y). Display UOM category in product setup: As you mentioned, allow the UOM category to be displayed in the product setup, so users can identify which product (X or Y) the UOM belongs to. Customize the UOM dropdown: You may need to customize the UOM dropdown selector to show the UOM category or a descriptive label (e.g., "Product X - 1GL" and "Product Y - 1GL") to avoid confusion between the two 1GL options.

  • @elementfivesolutions5071
    @elementfivesolutions5071 Před 2 měsíci

    How to get this custom code for the core charge ?

    • @clicktheorywebcraft
      @clicktheorywebcraft Před měsícem

      Hey there. :) We build customizations for our ERP clients, but we don't sell our custom modules. However, if you're a coder, you can build this with a little sweat.

  • @olhaskrypa6763
    @olhaskrypa6763 Před 2 měsíci

    thank you for the video. What impact it could have for accounting if there is a Credit Note, but there isn`t an invoice in Odoo?

  • @247garden
    @247garden Před 3 měsíci

    Great video. It helped us solve the in payment to paid issue. Thank you so much!

  • @nic6434
    @nic6434 Před 3 měsíci

    ❣️ promo sm

  • @WildStone_72
    @WildStone_72 Před 4 měsíci

    I'm unable to purchase products on my website which i have made using odoo give me suggestions

  • @clicktheorywebcraft
    @clicktheorywebcraft Před 4 měsíci

    As @ahmedRagab-hw3nv mentioned, you should set Incoming payments account as well. I showed outgoing in the recording.

  • @AhmedRagab-hw3nv
    @AhmedRagab-hw3nv Před 4 měsíci

    Something, if we are talking about the customer invoices, so we should set the incoming payments line not the outgoing, right?

    • @clicktheorywebcraft
      @clicktheorywebcraft Před 4 měsíci

      Yes! You're correct. Both Incoming and Outgoing should be set. Good catch.

  • @TheAslanmemo
    @TheAslanmemo Před 6 měsíci

    how to add the core ?

    • @clicktheorywebcraft
      @clicktheorywebcraft Před 5 měsíci

      Hi there. We added the core functionality by building a custom module.

  • @TheAslanmemo
    @TheAslanmemo Před 6 měsíci

    thank you ❤

  • @keenankendall9105
    @keenankendall9105 Před 7 měsíci

    🎶 P r o m o s m

  • @tima9432
    @tima9432 Před rokem

    Hello, how would we configure a unique Sales return a/c to be credited instead of the default a/c?

    • @clicktheorywebcraft
      @clicktheorywebcraft Před rokem

      Hi! I'm sorry that we missed your question. Since this channel is new, we weren't watching for comments yet. I'm not clear on exactly what you're asking. If you are asking where to create an account: (Based on Odoo 16) 1. First make sure you're logged in with an account that has admin access 2. To ensure you see all settings, open the Settings app and scroll to bottom > Activate Developer Mode 3. Open the Accounting app > Configuration(Found in navigation menu) > Chart of Accounts(Found under "Accounting" section in the menu dropdown) 4. Create your account. Now, if you're asking what settings you need in the account for returns, that's a question for someone smarter on the subject. If that's the case, LMK and I'll link in someone else to help. -Sean