Introduction
Odoo is a popular ERP system with various modules, including a feature-rich Events Module. This module helps you organize, manage, and monitor events such as conferences, meetings, and webinars efficiently. In this guide, we will walk you through the process of creating an event in Odoo step-by-step.
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Steps to Create an Event in Odoo
1. Click on the Events Module
From the Odoo dashboard, select the Events module to enter the event management section.
Get a closer look – Here’s the feature at work.
2. Click on the New Button to Create an Event
On the event screen, click on the New button at the top to create a new event.
Get a closer look – Here’s the feature at work.
3. Fill in All the Required Details
- Provide the essential information
- After filling in the details, click on the Invite button to invite participants or guests.
Get a closer look – Here’s the feature at work.
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4. Click on the Template
Once the invitation details are set, navigate to the Email Template section to choose or customize an email template for invitations.
Get a closer look – Here’s the feature at work.
5. Click on the Send Button
After selecting the appropriate template, click the Send button to notify participants about the event via email.
Get a closer look – Here’s the feature at work.
6. Show the Event on the Dashboard
The newly created event will now appear on the Events Dashboard, displaying basic details such as the event’s name and scheduled time.
Get a closer look – Here’s the feature at work.
7. Click on the Event and Change the Status
To modify the event’s status.
Get a closer look – Here’s the feature at work.
8. Show the Event's Status Has Changed
Once the status is updated, it will be visible on the event’s page and reflected on the dashboard, indicating the current state of the event.
Get a closer look – Here’s the feature at work.
Conclusion
Creating and managing events in Odoo is straightforward with the help of its intuitive interface. By following these steps, you can quickly set up an event, send out invitations, and monitor its status throughout its lifecycle. The dashboard view ensures that all events are easy to access and manage. Odoo’s Events module simplifies the entire process, making it ideal for businesses and organizations looking to streamline event management.
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