Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
Are you truly learning from your sales losses? In Odoo 18 CRM, a “lost” opportunity isn’t the end – it’s a data point for improvement! This comprehensive tutorial will guide you through the powerful features for managing lost opportunities and leads. You’ll discover: How to mark an opportunity (or lead) as lost and why this […]
In this video, we take a deep dive into Quality Alerts in Odoo 18’s Quality module — a powerful feature that helps businesses manage quality issues efficiently across their production, inventory, and manufacturing processes. ✅ What you’ll learn: What Quality Alerts are and how they work in Odoo 18 How to create and manage quality […]
Ever wondered how Odoo 18 assigns those unique numbers to your invoices? In this comprehensive tutorial, we dive deep into “Invoice Sequences” within Odoo 18 Accounting! You’ll discover: Where to locate invoice sequences in your Odoo setup. How to modify existing sequences to fit your business’s numbering conventions. Understanding the structure and logic behind Odoo’s […]
Once an expense report is approved, what’s next? This comprehensive tutorial covers the crucial final step: “Posting Expenses” to your accounting journals in Odoo 18! You’ll discover: The specific access rights required to post expense reports (Accountant/Adviser + Expense Manager). How can we efficiently filter and view only approved expense reports that are ready for […]
In today’s video, we’re exploring how to configure and use the Activity Plan feature in Odoo 18. Activity Plans allow you to automate and schedule a predefined sequence of tasks—like sending emails, assigning to-dos, or planning meetings—across modules like CRM, Sales, and Projects. It’s a powerful way to standardize workflows, save time, and ensure your […]
Press and hold to view product information To display product information from a point of sale, long press or click on the product card. #Odoo19 #Odoo19POS #Odoo19Tutorials #OdooPOS #Odoo19NewFeatures #OdooPOSProduct #POSInOdoo19 #OdooERP #ERPSoftware #RetailSoftware #Odoo19POSSoftware #ProductInformation #OdooTutorials #OdooNewFeatures #POSSystem #RetailTech #ERP #InventoryManagement #PointOfSale #OdooTips #BusinessSoftware #OdooCommunity Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com […]
AI Information Get AI-powered insights into the likelihood of winning your leads. #Odoo19 #Odoo19CRM #Odoo19AITutorials #AIinCRM #OdooTutorials #Odoo19NewFeatures #OdooCRM #AIInsight #OdooCRM2025 #OdooRelease #Odoo19CRM #AIinOdoo #OdooAITutorials #CRM #ArtificialIntelligence #SalesAutomation #LeadManagement #BusinessSoftware #ERP #OdooNewFeatures #Odoo19Tutorials #DigitalTransformation #OdooExperience2025 #TechTrends Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ Instagram: ➡️ Pinterest: […]
Every appointment record (e.g., calendar.event) can have attachments via the chatter. You can do this manually or via code. Manually: Open the appointment form. Use the Messages chatter panel → click the paperclip icon to upload images or documents. #Odoo18 #Odoo19 #OdooTutorial #OdooAppointments #OdooDiscuss #OdooFeatures #OdooERP #OdooDevelopment #AttachFilesInOdoo #Odoo18NewFeatures #Odoo19Release #OdooTips #Odoo #Odoo19Tutorial #OdooNewFeatures #Odoo19Appointments […]
Warehouse in traceability report The warehouse short code is displayed in the traceability report. #Odoo19 #Odoo19Sales #TraceabilityReport #WarehouseTraceability #Odoo19Tutorials #Odoo19NewFeatures #Odoo19ReleaseDate #OdooERP #InventoryManagement #OdooSalesModule #WarehouseManagement #TraceabilityReport #OdooTutorials #OdooSales #Odoo19InventoryManagement #SupplyChain #OdooNewFeatures #ERPSoftware #BusinessSolutions #Logistics #StockManagement #OdooCommunity #OdooImplementation #OdooTips Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ Instagram: […]
Contact in the traceability report Supplier and customer names are now displayed directly in the traceability report. #Odoo19 #Odoo19Sales #Odoo19Tutorials #Odoo19NewFeatures #TraceabilityReport #OdooERP #OdooSalesModule #OdooTips #OdooPartnerTraceability #OdooReleaseDate #OdooTraceability #OdooSales #OdooTutorial #SupplyChainManagement #ERPSystem #BusinessSoftware #InventoryManagement #NewFeatures #OdooExperience #Odoo19TraceabilityReport #PartnerManagement #OdooCommunity #DigitalTransformation Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: […]