Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
In today’s video, we’re exploring how to use the Deliver Content by Email feature in Odoo 18 Sales. This powerful tool allows you to automatically send product-specific emails—such as invoices, warranty details, manuals, or other important documents—right when the invoice is validated. It’s a smart way to streamline your sales workflow and ensure your customers […]
In today’s video, we’re exploring how to create a Customer Statement Report in Odoo 18. This feature allows you to generate a clear summary of all financial transactions with a specific customer — including invoices, payments, credit notes, and any outstanding balances — all in one organized report. It’s a simple yet powerful way to […]
In this video, we’re diving into how to manage invoices in multiple languages using Odoo 18. Whether you serve international customers or just want to personalize communication, this step-by-step tutorial shows you how to activate new languages, set language preferences per customer, and automatically generate translated invoices. What You’ll Learn: 🔍 🌍 How to enable […]
In this video, we’re diving into how to manage manufacturing orders in Odoo 18 using the Manufacturing (MRP) app. Whether you’re new to Odoo or just need a clear walkthrough, this tutorial shows you how to go from product setup to finished goods. We’ll cover how to configure your manufacturing process, track work orders, assign […]
In this video, we’re diving into how to create and manage eWallets in Odoo 18 using the Sales app. Whether you want to offer prepaid credit options on your website, at the Point of Sale, or in direct sales, this step-by-step tutorial walks you through the full process—from creating top-up products to customer checkout. What […]
In this video, we’ll walk you through how to manually create opening balances in Odoo 18 Accounting. Opening balances are essentially the financial starting point for your company—they represent the amounts in your accounts before you begin recording new transactions in Odoo. So, whether you’re migrating from another system or setting up your books for […]
In this video, we’re exploring how to manage consignment in Odoo 18 using the Inventory, Sales, and Accounting apps. If you’re working with vendors who want to place their products in your warehouse—without you purchasing the items upfront—this tutorial walks you through the full consignment flow in Odoo. From setup to sales to final vendor […]
In this video, we’re diving into how to create and manage customers in Odoo 18 using the Sales app. Whether you’re working with individuals, companies, or customers who also act as vendors, this tutorial will guide you through setting up customer records the right way—covering everything from basic contact details to advanced sales and purchase […]
In this video, we’re diving into how to manage upselling efficiently in Odoo 18 using the Order to Upsell feature. Whether you’re delivering more than what was originally ordered or offering prepaid services that go beyond the initial agreement, this tool helps you capture and invoice those extra sales—seamlessly and accurately. What You’ll Learn: ✨ […]
In this video, we’re diving into Incoming Shipments in the Odoo 18 Inventory module—how the 1-step, 2-step, and 3-step receiving processes work, when to use each one, and how to manage them efficiently within your warehouse. Whether you’re simply receiving goods into stock or implementing a detailed quality control process before storage, Odoo provides the […]