Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
In today’s video, we’re exploring the Customer Ratings feature in Odoo 18 Project—a great way to collect client feedback at different stages of task execution. Instead of waiting until the end of a project, you can request feedback automatically as tasks move through stages. This helps you monitor client satisfaction in real time, improve project […]
In today’s video, we’re exploring the Closest Location removal strategy in Odoo 18 Inventory—a feature designed to make warehouse operations faster and more efficient. Instead of picking items from far shelves or using a forklift when stock is already available nearby, Odoo automatically suggests the nearest location for picking. This saves time, reduces effort, and […]
In today’s video, we’re exploring a super useful feature in Odoo 18 Sales—Payment Links. Instead of sending invoices and waiting for manual transfers, Payment Links let you share a direct link with your customer so they can pay online instantly through the portal. This makes the payment process faster, easier, and more convenient for both […]
In today’s video, we’re exploring a key step in the hiring process—scheduling interviews in Odoo 18 Recruitment. Odoo makes this process simple and efficient. Applicants can book their own time slots based on your availability, and as a recruiter, you can also manually schedule interviews when needed. No more endless back-and-forth emails or phone calls […]
In today’s video, we’re exploring User Session Management in Odoo 18. With this tool, you can see exactly which devices are logged into your account, when they were last active, and from where. More importantly, you can revoke access or log out from all devices in just a few clicks. What You’ll Learn in This […]
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 […]
In today’s video, we’re walking through one of the most important processes for any subscription-based business—handling renewals and closures in Odoo 18. Whether you’re offering memberships, ongoing services, or digital products, managing these steps correctly can boost customer retention and ensure smooth operations. From processing renewals and confirming invoices to closing subscriptions and setting up […]
In today’s video, we’re diving into how to manage and customize the Forecast Report in Odoo 18 CRM—an essential tool for sales teams to track pipeline performance and make accurate revenue projections. With real-time drag-and-drop updates, dynamic revenue calculations, and flexible reporting views, Odoo’s Forecast Report helps you stay ahead of your sales goals and […]
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 […]
In today’s video, we’re exploring how to manage portal user addresses in Odoo 18.2—a powerful new update that allows portal users to control their delivery and billing information directly from the portal. With this new feature, your customers can now add, edit, and remove multiple addresses without needing to contact your support team. It’s a […]