Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
Learn how to manage bank transactions and synchronize your bank account in Odoo Accounting. – Test your knowledge on bank transactions and synchronization: – Expand your knowledge on Invoicing and Accounting: – Deep dive into Odoo Accounting with official Odoo documentation on bank transactions and synchronization: Chapters: 00:00 Intro 00:42 Transaction overview and chatter 02:10 Bank statements 03:19 Bank […]
Learn how to reconcile bank transactions in Odoo Accounting. – Test your knowledge on bank reconciliation: – Expand your knowledge on Invoicing and Accounting: – Deep dive into Odoo Accounting with official Odoo documentation on bank reconciliation: Chapters: 00:00 Intro 00:31 Transaction journal entries 01:55 Transaction overview 03:34 Reconciliation examples 06:50 Edit and unreconcile transactions 07:31 Outro #Bank #reconciliation […]
Learn how to manage bank reconciliation models in Odoo Accounting. – Test your knowledge on bank reconciliation models: – Expand your knowledge on Invoicing and Accounting: – Deep dive into Odoo Accounting with official Odoo documentation on bank reconciliation: Chapters: 00:00 Intro 00:40 Reconciliation model overview 01:56 Reconciliation model form view 04:17 Reconciliation model use 05:44 Automatic reconciliation model […]
In this tutorial, we break down how Pricelists and Discount & Loyalty programs work in Odoo 19—two powerful features that help restaurant owners streamline pricing and promotions. You’ll learn how to configure each tool, understand when to use one over the other, and see real examples of how they behave in the Point of Sale […]
Learn how to access and navigate Odoo Spreadsheet so you can work with and analyze live Odoo data. Expand your knowledge on Odoo Spreadsheet and Odoo Dashboards: Deep dive into Odoo Spreadsheet and Odoo Dashboards with official Odoo documentation: Watch more tutorials on Odoo Spreadsheet and Odoo Dashboards: Chapters: 00:00 Intro 01:04 Creating, opening or uploading a spreadsheet […]
Learn how to insert an Odoo chart into an Odoo spreadsheet so you can visualize and analyze live Odoo data. Expand your knowledge on Odoo Spreadsheet and Odoo Dashboards: Deep dive into Odoo Spreadsheet and Odoo Dashboards with official Odoo documentation: Watch more tutorials on Odoo Spreadsheet and Odoo Dashboards: Chapters: 00:00 Intro 00:34 Prepare the […]
Learn how to access and navigate Odoo Dashboards to track KPIs and gain insights into your business. Expand your knowledge on Odoo Spreadsheet and Odoo Dashboards: Deep dive into Odoo Spreadsheet and Odoo Dashboards with official Odoo documentation: Watch more tutorials on Odoo Spreadsheet and Odoo Dashboards: Chapters: 00:00 Intro 00:42 The main Odoo Dashboards interface […]
Learn how to insert an Odoo list into an Odoo spreadsheet so you can work with and analyze live Odoo data. Expand your knowledge on Odoo Spreadsheet and Odoo Dashboards: Deep dive into Odoo Spreadsheet and Odoo Dashboards with official Odoo documentation: Watch more tutorials on Odoo Spreadsheet and Odoo Dashboards: Chapters: 00:00 Intro 00:35 Prepare the […]
In today’s video we will break down how to configure invoices and customize receipts in Odoo 19 Point of Sale module. You’ll learn how to add custom headers and footers, enable automatic receipt printing, reprint past invoices, and navigate order details including dynamic QR codes and digital invoice links. 🧾 Customize receipt headers & footers […]
In this video, learn what lead mining is, how it can enhance your sales team’s efforts, and how to lead mine effectively. **Check out more Odoo tutorials** – Lead and opportunity basics:Â – Leads from websites:Â – Vibe Check CRM Leads using AI:Â **App documentation** – Lead mining:Â – In-app purchases:Â – Convert leads into […]