Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
In today’s video, we’re exploring how to configure Payment Terms and Terms & Conditions in Odoo 18 Accounting. These two features help you clarify expectations with your customers, streamline your billing process, and ensure you get paid on time. Terms & Conditions let you include important legal or policy information—like return policies, disclaimers, or warranty […]
In today’s video, we’re diving into Analytic Accounting in Odoo 18—how it works, how to set it up, and how to use it to gain deeper insights into your costs and revenue. Analytic accounting lets you track financial data by dimensions like departments, projects, or other categories, without cluttering your chart of accounts. It’s a […]
In today’s video, we’re showing you how to enable and use Proforma Invoices in Odoo 18 Sales—a great way to share billing information with your customers without generating an official invoice. Unlike quotations, proforma invoices are sent once the sale has already been agreed upon. And unlike final invoices, they don’t trigger taxes or accounting […]
In today’s video, we’re exploring how to manage different customer addresses in Odoo 18—specifically, invoice and delivery addresses. Many businesses work with customers who have multiple locations—like an office, a warehouse, or a billing department. This feature helps you associate different addresses with a single customer, ensuring that deliveries go to the right place and […]
In today’s video, we’re exploring how to configure and use lot numbers and serial numbers in Odoo 18 Inventory. Lot and serial tracking are essential tools for maintaining traceability, accuracy, and compliance in your warehouse operations. Whether you’re dealing with bulk items like food or cosmetics, or high-value serialized items like laptops and machinery, understanding […]
In today’s video, we’re exploring how to configure and use the Activity Plan feature in Odoo 18. Activity Plans allow you to automate and schedule a predefined sequence of tasks—like sending emails, assigning to-dos, or planning meetings—across modules like CRM, Sales, and Projects. It’s a powerful way to standardize workflows, save time, and ensure your […]
In today’s video, we’re exploring how to configure and use the Line Discount feature in Odoo 18 Point of Sale. Unlike the global discount, which applies to the entire order, line discounts let you apply different discount percentages to individual products—making them ideal for targeted promotions, product-specific offers, or negotiation-based pricing. It’s a practical way […]
In today’s video, we’re exploring how to configure and use the Global Discount feature in Odoo 18 Point of Sale. This feature allows you to apply a discount to the entire order, instead of discounting individual products—making it ideal for promotional campaigns, seasonal offers, or customer loyalty programs. It’s a simple yet effective way to […]
In this video, we’ll show you how to create a subscription-based product from scratch in Odoo 18. Whether you’re offering services like online courses or products like subscription boxes, Odoo’s Subscriptions app helps you manage everything efficiently—from task automation to recurring billing. What You’ll Learn: 🔍 ✅ How to enable the Subscriptions option on a […]
In this video, we’re exploring how to set up shared accounts across multiple companies in Odoo 18. This feature is especially useful for businesses operating in multi-company environments that need to align their accounting structures across different entities. We’ll walk through every step—from setting up user access to creating a shared income account, and verifying […]