Bank and Cash Internal Transfer in Odoo 18

Lessons

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NC Odoo 18 Implementation Program

- 0-
  Implementation Tips - 1
- 24-
  Introduction
Introduction
- 26-
  1- Create the free database and review Odoo
- 27-
  2- Company Logo
- 28-
  3- Document layout setup
- 29-
  4- Add Languages and Setting The Date Format
- 30-
  5- Decimal Accuracy Check
- 31-
  6- Tax Setting
- 32-
  7- Unit of Measures
- 33-
  8- Email Templates Review
- 34-
  9- Currencies Settings
Purchase
- 36-
  10- Purchase Introduction
- 37-
  11 - Add vindor manually
- 38-
  12 - Configure file to import contacts
- 39-
  13 - Import contacts to Odoo
- 40-
  14- Add stockable product
- 41-
  15- Add consumable product
- 42-
  16- Add service product
- 43-
  17- Add combo product in odoo 18
- 44-
  18 - First RfQ in Purchase
Users and access
- 46-
  19 - Supplier bans and warning messages on products
- 47-
  Add internal users
- 48-
  Add portal user
- 49-
  20- Configure limit for purchase amount
- 50-
  21- Add approval stage for purchase limit
- 51-
  22-Set expected delivery time from suppliers
- 52-
  23- Three-way matching
- 53-
  24- Purchase Agreement
- 54-
  25- Exclusive Purchase Agreement from a Single Supplier
- 55-
  26- Tender Agreement
- 56-
  27- Purchase Reports
CRM
- 58-
  28 - Introduction to CRM
- 59-
  29- Configure activities
- 60-
  30- Customer pipline in CRM
- 61-
  31- Adding opportunities in the CRM
- 62-
  31- Scheduling activities in the CRM
- 63-
  32- Calculating expected revenue from the CRM system
- 64-
  33- Manage Leads
- 65-
  34- Automation of processes in the CRM 1
- 66-
  35- Automation of processes in the CRM
- 67-
  36- Turning Opportunity into Winning in CRM
- 68-
  37- Automated activities after winning the opportunity
- 69-
  38- Lost Opportunities in CRM
- 70-
  39- CRM Reports
Sales
- 72-
  40- Sales Introduction
- 73-
  41- Sales Requirements
- 74-
  42- Adding an external header and footer to the quote
- 75-
  43- Quotation templates
- 76-
  44- Sale margin
- 77-
  45- Product variants
- 78-
  46- Using product variants
- 79-
  47- Using grid selection of variants
- 80-
  48- Discount on products in sales
- 81-
  49- Add basic price lists
- 82-
  50- Add advanced price list
- 83-
  51- Advanced price lists by region and country
- 84-
  52- Introduction to Loyalty Programs
- 85-
  53- Loyalty Program
- 86-
  54- Adding products from the catalog
- 87-
  55- Print the quote according to the customer's language
- 88-
  56- Sales Reports
Inventory
- 90-
  56- Simulation of double entry in inventories
- 91-
  57- Introduction to warehouses
- 92-
  58- Receiving products in the warehouse
- 93-
  59- Customer Deliveries
- 94-
  60- Inventory operations
- 95-
  61- Inventory quantities adjustment
- 96-
  62- Calculating forecast quantities
- 97-
  63- Managing multiple warehouse
- 98-
  64- Transfers between inventories
- 99-
  65- Replenish quantities and transfer between warehouses
- 100-
  66 - Track product movements in the warehouse
- 101-
  67- Product management by serial numbers
- 102-
  68- Product Management by lots
- 103-
  69- Managing products with expiration dates
- 104-
  70- Warning of products that are about to expire
- 105-
  71- Receiving and delivering products in multiple routes in the warehouses
- 106-
  72- Product packaging
- 107-
  73 - Replenishment of stored products
- 108-
  74- Managing third party products within our warehouses
- 109-
  75- Dropshipping
- 110-
  76- Warehouse reports
Accounting
- 112-
  77- Introduction to Accounting
- 113-
  78- The concept of accounts in Odoo
- 114-
  79- Update the chart of accounts in Odoo
- 115-
  80- Journals
- 116-
  81- Configure bank journals
- 117-
  82- Processing customer and supplier invoices
- 118-
  83- Create a customer invoice from sales
- 119-
  85 - General Ledger and Trail Balance
- 120-
  Bank and Cash Internal Transfer in Odoo 18
- 121-
  86- Accounting inventory valuation
- 122-
  87 - Sales effect on inventory valuation
- 123-
  88 - Purchase effect on in inventory valuation
- 124-
  89 - Landed cost activation
- 125-
  90 - Landed cost on received goods
- 126-
  91 - Add journal entry manually
- 127-
  92 - Fiscal position
- 128-
  93 - Refund
- 129-
  94 - Credit limit
- 130-
  95 - Expenses
- 131-
  96 - Analytic accounts
- 132-
  97 - Budget
- 133-
  98 - Financial Budget
- 134-
  99 - Fixed assets management
- 135-
  100 - Fixed assets depreciation
- 136-
  101 - Accounting reports
Users and access
- 138-
  Add internal user
- 139-
  Add portal user
HR
- 141-
  102 - Introduction to HR
- 142-
  103 - Add employees
- 143-
  104 - Employees types
- 144-
  105 - Organization chart
- 145-
  106 - HR task lists
- 146-
  108 - Time-Off types
- 147-
  109 - Add new time-off types
- 148-
  110 - Time-off allocation
- 149-
  111 - Attendance
- 150-
  112 - Manual attendance
- 151-
  113 - Add attendance with Kisok
- 152-
  114 - Payroll intorduction
- 153-
  115 - Salary structure
- 154-
  116 - Employee contract
- 155-
  117 - Salary payment - part 1
- 156-
  118 - Salary payment - part 2
Project
- 158-
  130 - Project management introduction
- 159-
  131 - Add a new project
- 160-
  132 - Recurring tasks
- 161-
  133 - Project milestones
- 162-
  134 - Project visibility and portal user access
- 163-
  135 - Internal user access for projects
- 164-
  136 - Timesheet introduction
- 165-
  137- Add a timesheet to a task
- 166-
  138 - Sell services - manual quantity delivery
- 167-
  139 - Sell services based on timeshee hours
- 168-
  140- Sell a service project based on mailestones
- 169-
  141 -Prepaid services