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Timesheet – Reporting
Reporting: The Odoo 19 Timesheets module's "Reporting" menu makes it possible to create dynamic reports depending on Employee, Project, Task, and Billing Type. 1.1 By Employee This feature provides a thorough summary of timesheets broken down by employee. As...
Field Service – Overview
Regardless of the situation, managing your business effectively requires putting your customers first. You can effectively offer in-person customer care with Odoo 19's Field Service module. On-site work management is made easier and more organized by implemen...
Field Service – My Task
My Task The "My Tasks" panel will show up when the Field Service module is launched, as seen in the screenshot below. This window will show your assigned tasks in a Kanban style, enabling work management according to scheduled dates. My Tasks, Unassigned, B...
Field Service – All Tasks
All Task A list of all assigned field service tasks can be seen in the Odoo 19 Field Service module's "All Tasks" menu. The "To Schedule" and "To Invoice" submenus can be found under the "All Tasks" menu. While the "To Invoice" part shows tasks that need to b...
Field Service – Planning
Planning The Odoo 19 Field Service Module offers a specific platform for methodically organizing field services. The "By User" view from the "Planning" menu shows the tasks assigned to each user in a Gantt chart. While the "By Worksheet Template" view classif...
Field Service – Configuration
Configuration Odoo 19's Field Service module offers several configuration options to better task administration, billing, and documentation. As you can see from the screenshot below, the "Settings" icon offers some fundamental field service setting options. ...
Field Service – Reporting
Reporting As seen in the screenshot below, the 'Tasks Analysis' reporting option in the Reporting menu of the Field Service module allows users to view the tasks that have been logged within the module graphically. By utilizing the appropriate Filters and Gr...
Helpdesk – Overview
When working with customers, having a proper customer care system is very important for the steady growth of any business. Excellent customer service should always be the top priority for every organization. Providing high-quality service not only keeps custo...
Helpdesk – Tickets
Tickets In Odoo 19, customers can reach out with questions or report issues through multiple channels, including live chat, messaging, the Contact Us page, forums, the website, email, or phone calls, enabling quick and efficient support through the Helpdesk ...
Helpdesk – Configuration
Configuration Under the Configuration menu of the Odoo 19 Helpdesk module, you will find several important settings that allow you to organize and manage your helpdesk operations effectively. These include options for configuring Helpdesk Teams, Stages, SLA P...
Helpdesk – Reporting
Reporting To analyze the overall performance of your customer support operations, Odoo 18 provides a Reporting section within the Helpdesk module. This section includes detailed reports that allow you to review ticket activities, service quality, and complian...
Planning
Odoo 19 Planning is a simplified module designed to help companies effectively manage resources, schedule teams, and organise workloads. Managers can easily assign tasks, shifts, or projects by its user-friendly, drag-and-drop planning interface. Real-time vi...
Appointments – Overview
The Calendar module of Odoo19 ERP makes it simple to schedule online appointments based on the presence of clients and staff in the business. You may simply manage and handle the appointments after installing the Odoo19 Appointment module, which is accessible...
Appointments – Schedule
Schedule The online appointment scheduling based on staff and resource booking will be displayed in the menu schedule. 1.1 Resource Booking This resource booking page, arranged by day, month, and year, has all the booking details for the resources. Every si...
Appointments – Configuration
Configuration Questions, Reminders, Resources, and Resource leaves are all located under the configuration. 1.1 Questions The “Questions” option under Configuration allows you to create and manage custom questions that appear during the online appointment ...
Appointments – Reporting
Reporting You can examine and comprehend the appointments established with the appointment module's reporting capability. This feature will enable access to all appointments, including those made online. 1.1 Bookings On selecting the option, you will get t...
Inventory – Overview
Inventory management is a critical business function that requires a high level of accuracy and consistency, as even minor errors in stock tracking or movement can negatively impact efficiency and profitability. As businesses grow and operations become more c...
Inventory – Products
Products Menu Monitoring each detail of a product is essential for maintaining precise and effective inventory management. With the Odoo 19 Inventory Module, users can add new products to the database and efficiently monitor their performance, movement, and ...