Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
In today’s video, we’re exploring how to manage employee evaluations in Odoo 18 using the Appraisals app. This powerful tool helps HR teams and managers track performance, set clear goals, gather feedback, and recognize employee achievements — all in one place. What You’ll Learn in This Video ✨ 👥 How to configure appraisal frequency and […]
In today’s video, we’re exploring Bank Reconciliation in Odoo 19 — a powerful update that helps you match your bank transactions with your accounting records faster and more accurately than ever. With a redesigned interface, smarter matching suggestions, and automatic learning from your past actions, reconciliation in Odoo 19 is now smoother, smarter, and much […]
In today’s video, we’re exploring how Artificial Intelligence is transforming Odoo 19 CRM. With AI now built directly into your CRM, sales teams can enrich opportunities, analyze customer data more effectively, and automate tasks that used to take hours of manual work. What You’ll Learn in This Video ✨ 🤖 How to use the AI […]
In this video, learn how to use the Surveys app to create scored tests and provide proof of certification. **Check out more Odoo tutorials** – Survey playlist: – Survey essentials: – Survey questions and sections: **App documentation** – Survey docs: – Scoring Surveys: – Create Surveys: **See what Odoo can do for you!** – Schedule […]
In this video, learn how to configure access rights for your sales team. Intro- 00:00 Setup sales manager- 00:47 Setup salesperson- 03:43 Workflow #1- 05:35 Workflow #2- 07:22 Outro- 08:25 **Check out more Odoo tutorials** – CRM playlist: – CRM Basics: – Sales teams: **App documentation** – CRM Docs: – Sales Docs: – Forecast report: […]
In today’s video, we’re exploring how to track sales performance in Odoo 18 using powerful tools like reports, dashboards, and automated email digests. Instead of relying on manual tracking or scattered spreadsheets, Odoo gives you real-time insights to help you make smarter business decisions, monitor performance, and keep your team aligned. What You’ll Learn in […]
In this video, learn how to create and manage access rights for your Inventory team. 00:00 – Intro 01:00 – Warehouse manager profile 03:00 – Warehouse operator profile 04:31 – Manage purchase orders 05:17 – Validate reciept **Check out more Odoo tutorials** – Inventory tutorials: – Barcode basics: – Barcode: Receipts and Deliveries **App documentation** […]
AI is transforming business, but how is it impacting the software you use every day? This documentary, “The Future of Intelligence in ERP,” explores how Artificial Intelligence is being integrated into ERP systems. We focus on Odoo to show real-world examples of AI-powered automation, real-time insights, and a smarter way to manage your business. Learn […]
Learn how to create a Sales Order in Odoo 19 using a real-world example. In this video, we walk through the step-by-step process of managing a customer request, adding products, setting delivery dates, and confirming the order in the Sales module. This tutorial is designed for sales managers, business owners, and anyone new to Odoo […]
Want to understand Odoo but don’t know where to start? This is the video for you. In just one hour, we’ll take you on a complete tour of the Odoo platform. From the basics of what an ERP is to setting up your first apps, we’ll show you how to get a working knowledge of […]