Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
In Odoo 19, adding a new stage directly from the list (tree) view of the Project module is enabled by default—it’s usually done in the Kanban view. However, you can customize this behavior. Below are two methods to allow adding a project stage from a list view. ✅ Option 1: Enable “Create” in the List View […]
To get a customer’s location in Odoo 19 CRM using Maps, you typically want to: Capture the customer’s address in the CRM. Use a map widget or integration (like Google Maps) to show or fetch the location based on that address. Odoo 19 (from Odoo 13 onwards) has built-in support for Google Maps integration in […]
In today’s video, we’re diving into how to create and manage Coupon Codes in Odoo 18 Sales—a powerful feature that helps boost customer loyalty and drive more revenue. With coupon programs, you can run targeted promotions, reward loyal customers, or launch public discount campaigns that are easy to configure and track inside Odoo. Whether you’re […]
Buying from international suppliers? Discover how to set up and use vendor pricelists in different currencies inside Odoo — so you never have to calculate manually again! In this video, you’ll learn: ✔️ How to enable multi-currency support in Odoo ✔️ How to create vendor pricelists with USD, EUR, JPY, and more ✔️ How Odoo […]
Dashboard for Live Chat in Odoo 19 is a new feature. Key Metrics You get from dashboar are: Total chats per day/week/month Average response time Active visitors on website Chats per operator Customer satisfaction rating (if enabled) Conversion from chat to lead/sale #Odoo19 #Odoo19Tutorials #LiveChatDashboard #OdooLiveChat #OdooFunctionalTutorial #Odoo19Features #Odoo19ReleaseDate #OdooTips #OdooDashboard #CustomerSupport Connect With Us: ————————————— […]
In Odoo 19, an email template prompt usually refers to a predefined message or default content in an email template that helps users write or send consistent emails. It’s not an official Odoo term, but here’s how it breaks down based on the context: 💡 What Is an Email Template in Odoo? An email template […]
Creating a Purchase Bill in Odoo 19 (also known as a Vendor Bill) involves recording a vendor invoice against an existing Purchase Order or creating one manually. Here’s a step-by-step guide: ✅ Pre-requisites Ensure: The Purchase and Invoicing/Accounting modules are installed. You have the proper user rights (e.g., Purchase Manager or Accountant). 🔧 Option 1: […]
Odoo 19 generating a payment link typically involves using Odoo’s eCommerce, Sales, or Invoicing modules in combination with a payment acquirer (like PayPal, Stripe, etc.). Here’s how to generate a payment link for an invoice or sales order in standard Odoo ✅ Prerequisites Install required modules: Invoicing (Accounting) Website Payment Acquirers (Stripe, PayPal, etc.) Portal […]
FIFO stands for First In, First Out — a popular inventory method where the oldest stock (the first in) is the first to be sold or used (the first out). For more reference, watch this video: #Odoo18 #Odoo18Tutorials #OdooInventory #FIFO #FirstInFirstOut #Odoo18NewFeatures #OdooFunctionalTutorial #OdooERP #InventoryManagement #WarehouseManagement #OdooRelease Connect With Us: ————————————— ➡️ Website: ➡️ Email: […]
A vendor pricelist is a list that shows the prices your supplier charges you for different products — sometimes based on quantity, season, or special discounts. For more details, watch this video: #Odoo18 #Odoo18Tutorial #VendorPricelistOdoo #OdooVendorManagement #Odoo18NewFeatures #OdooFunctionalTutorial #OdooRelease2025 #OdooERP #Odoo18Features #Odoo18Purchasing Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: […]