Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
In today’s video, we’re exploring Cluster Picking in Odoo 18—a powerful method for handling large volumes of orders more efficiently. Instead of picking products for each order separately, Cluster Picking lets you gather items for multiple orders in one trip and sort them into containers as you go. This saves time, reduces unnecessary movement, and […]
Navigate to the Employees app. Open the employee’s record you want to terminate. Click the gear icon (⚙) in the top-left of the form view. Select Archive, which brings up the Employee Termination wizard. Fill out the form: ✅ Departure Reason: e.g., Fired, Resigned, Retired, Became Freelance. ✅ Contract End Date. ✅ Detailed Reason (optional […]
Want to sell products or services on a subscription basis? In this video, we’ll walk you through creating a recurring subscription plan in Odoo 18—step by step. Learn how to configure subscription products, set recurring periods (weekly, monthly, yearly), and automate invoicing so your business runs smoothly. Whether you’re offering SaaS, memberships, or service packages, […]
In Odoo 19 (Recruitment), job positions themselves do feature a dedicated “Activity” log or tracker in the chatter—unlike candidate applications, which accumulate activities and communications as you process them. Here’s how things actually work: What “Activity” Means in Odoo Recruitment job positions, carry activity records: When candidates apply, interview, or are contacted, activities (like emails, […]
In Odoo 19, “Unapproved Time Off” typically refers to leave requests that employees have submitted but have not yet received approval from the designated approvers (e.g., Time Off Officer or an employee’s manager). Here’s how you can manage and locate these unapproved requests: An employee submits a 3-day leave request. If the leave type requires […]
If you’re seeing an “allocation warning” in Odoo 19, it’s probably related to the Time Off (Leaves) module—specifically, warnings shown when there’s no valid leave allocation to cover a leave request. This issue, reported for Odoo 17, is likely still relevant in 19. Let me break it down: This likely stems from internal validation: you may […]
A talent pool is essentially a database or group of potential candidates that an organization keeps in mind for current or future job openings. Think of it as a “bench” of ready-to-go people — not all of them might be actively applying for jobs, but they’ve shown interest, matched certain skill criteria, or been identified […]
Want to sell products or services on a recurring basis? In this video, we’ll explore Odoo 18 Subscriptions and walk you through how to create and manage subscription products step-by-step. You’ll learn how to: ✅ Enable the Subscription module in Odoo 18 ✅ Create a subscription product with recurring billing ✅ Set up plans, pricing, […]
Stop wasting time manually updating timesheets for employee leaves! In this tutorial, I’ll show you how to automate timesheets in Odoo 18 using the built-in Time Off integration. You’ll learn how to: ✅ Enable and configure Timesheets & Time Off modules ✅ Link leave types directly to timesheets ✅ Automatically record approved leave in your […]
If you’re working with Odoo 19 and want to add or use a birthday field in the Employee (hr.employee) model, here’s how to do it—whether by customizing manually, using Studio, computing age, or even displaying birthdays in a calendar or reminder view: go to employee module.Choose an employee. Select the personal tab and set birthday field […]