Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
In this video, you’ll learn how to build reusable email templates, personalize messages with database-driven content, configure email responses, and use Odoo AI to generate professional welcome emails in just a few clicks, helping you save time and maintain consistent communication across your organization. What You’ll Learn 🔎 📧 Create and manage professional email templates in […]
Are you using the Odoo 19 Shop Floor app to its full potential? Most users focus on starting work orders, completing steps, and tracking production. But behind the three-dot Options menu, there are powerful tools that let operators handle unexpected situations directly from the shop floor. In this video, we go through every option and […]
In this video will break down how to create and configure automated actions in Odoo 19 studio, including triggers, conditions, and actions that help streamline business processes. Viewers will learn how to build automation rules from scratch, understand when and why they run, and create a practical example that automatically tags new restaurant guests based […]
In this video will break down how to create and configure a custom restaurant loyalty program in Odoo 19 using the Point of Sale Loyalty Program feature. Viewers will learn how to enable loyalty settings, set up a visit-based rewards program, define qualifying conditions, award customer visits, and offer free product rewards that encourage repeat […]
This video breaks down how to use AI Fields in Odoo 19 Point of Sale (POS) records to automatically analyze customer purchase data and generate meaningful insights. Viewers will learn how to create and configure AI Fields, write effective prompts, summarize customer spending and buying habits, and generate AI-powered menu descriptions What You’ll Learn 🔎 🍽️ […]
In this video breaks down how AI Default Prompts work in Odoo 19 and how they improve AI-generated responses in specific Odoo workflows. You will learn how to create a Default Prompt, link it to an AI Agent, use it inside Point of Sale orders, and understand the difference between an Agent’s global instructions and […]
In this video we will break down how the Odoo 19 AI Chat Agent works, using a Point of Sale support example for restaurant staff. You’ll learn how to create and configure an AI agent, connect it with sources like text files, choose response settings, understand the “Restrict to Source” option, and test how the […]
In this video we will break down how to manage purchasing workflows in Odoo 19, from creating vendors to handling RFQs and purchase agreements. You’ll learn how to quickly add vendors, generate and track RFQs, use the product catalog for faster ordering, and set up blanket orders to streamline long-term purchasing processes. What You’ll Learn 🔎 […]
In this video you will learn how to use Odoo 19 Reporting to analyze sales performance and compare product data. You’ll learn how to identify top-performing items, evaluate margins, and use reporting tools to make smarter, data-driven business decisions What You’ll Learn 🔎 🍔 Compare product performance and sales results 💰 Understand pricing, revenue, and profit […]
In this video, you will learn the core rules of automated scheduling, how to quickly reassign shifts when an employee requests time off, and how to copy a full weekly schedule forward with just a single click. What You’ll Learn 🔎 ⚙️ Automatically fill unassigned open shifts. 📋 Odoo checks roles, availability, and time off. ⚠️ […]