How to configure Email Address Mappings in Odoo
User Guide to configuring email address mappings in Odoo.
Product-Level Disclaimers in Odoo
Steersman’s new "Product-Level Disclaimers" feature gives you precise control over when legal or regulatory language appears on customer-facing documents — only showing it when relevant products are on a quote, order, or invoice.
Dimensional Rating in Odoo – User Guide
Shipping cost discrepancies often occur when product dimensions or packaging details are inaccurate. A package may weigh very little but still be charged at a higher “dimensional weight” rate if it is physically large. By understanding and properly configuring dimensional rating in Odoo, you can get more accurate rate estimates and prevent unexpected shipping charges.
Enable Website Net Terms in Odoo with Steersman
Learn how to configure and enable Website Net Terms as a payment method in Odoo using Steersman's tools. Step-by-step guide for setup and usage.
B2B Email Marketing in Odoo: Best Practices for Design, Delivery, and List Hygiene
Essential best practices for running effective B2B email campaigns in Odoo—focusing on deliverability, mobile-friendly design, and proper list hygiene. Whether you're sending promotions, product updates, or abandoned cart reminders, you'll learn how to avoid spam filters, protect your sender reputation, and get better results from every send.
Setting up Fiserv CardPointe Terminals in Odoo
Setting up and configuring Fiserv CardPointe payment terminals in Odoo with Steersman's integration.
Mastering Parts & Model Compatibility in Steersman Odoo ERP
Often replacement parts can be compatible with multiple models, and they can even cross brands. There are times when you know the model, but not the part number, or vice versa. Steersman Odoo Compatibility Tags allows users to find compatible parts available in the system when using the Steersman Website.
A guide to migrating accounting to Odoo from other bookkeeping or ERP software
The basics on preparing to migrate accounting into Odoo from another bookkeeping or ERP.
Install and Configure PrintNode for Steersman's Workstation Feature
Guide to Installing and Configuring Print Node on your Computer, and Sync your PrintNode Account and Printers to Odoo
Customer Credit Limits and Blocks in Odoo
Automatic credit holds on customers with overdue invoices past a grace period, blocks on new SO's going over credit limit, manual blocks on SO's or deliveries
Steersman Odoo website chat event tracking
Steersman Odoo chat emits browser events for integration with tracking and analytics services.
How to create a blog post
Blog posts are great ways to inform and share information with your customers. It's a way to generate new content and drive traffic to your website.
How to Assign Pricelists to Steersman's Odoo ecommerce
Instructions for how to assign one more more pricelists to Steersman's Odoo ecommerce websites.
How to Assign a Pricelist to a Customer in Odoo
Instructions for how to assign a pricelist to a customer account in Odoo.
Calculated Pricelists Setup and Pricing Strategy
Gain full control over pricing by creating calculated pricelists for global use or apply them to categories, products or product variants.
Simple Pricelist Setup and Pricing Strategy
Implement a more strategic pricing strategy and get more control over your product catalog with simple pricelists.
Choosing a pricing strategy for your operation in Odoo
Learn the various pricing strategies available in Steersman's Odoo for use by sales and on ecommerce websites
Steersman Webpage and Product SEO Configurations
Steersman ecommerce makes it easy for our clients to optimize their web page and product content for SEO.
How Scheduled Dates and Lead Times Interact in Odoo
A detailed review of how various scheduled dates and lead times configured within the Inventory, Manufacturing and Purchasing modules interact in Odoo.
Promotions and Coupons for Odoo
The difference between promotion and coupon setups in Odoo as well as recommendations for which discount to use when as well as how to set them up.