Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
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 […]
In today’s video, we’re diving into Bill Splitting in the Odoo 18 Point of Sale (POS) module—how it works, why it’s useful, and how to manage it effectively in real-life restaurant scenarios. This feature is especially handy when a group of customers wants to pay separately or when a single customer wants to use multiple […]
In today’s video, we’re setting up an authorized signatory on invoices in Odoo 18 Accounting. Adding a signature to your invoices is a simple but essential step to ensure authenticity, legal compliance, and a more professional look for your business documents. With just a few quick settings, you can make sure every invoice carries the […]
In today’s video, we’re diving into Alerts in the Odoo 18 Referrals App—what they are, how they work, and how to create and manage them effectively. Alerts are a powerful way to notify employees about new job openings, changes in referral points, or updates to the rewards program. With just a few clicks, you can […]
In today’s video, we’re diving into Job Positions in Odoo 18—how they work and how to manage them effectively. The Recruitment app allows you to create, configure, and publish job positions, making it easy to attract and track applicants. From setting up application emails to defining interview processes, Odoo streamlines the entire hiring workflow. What […]
In today’s video, we’re diving into Packages in Odoo 18—how they work and how to manage them effectively. A package is a container that holds multiple products, making it easier to store and move items in bulk. This could be a box, a carton, or even a pallet. With Odoo, you can track packages, check […]