Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
In this video, learn how to read the pipeline, create activities, and schedule meetings with Odoo CRM. **Check out more Odoo tutorials** – CRM Activities Automations and Reporting:Â – CRM Scheduling Activities:Â – Sales Teams Setup & Leads Assignment:Â **App documentation** – Pipeline Analysis:Â – Lost opportunities:Â – Manage sales teams:Â **See what Odoo can […]
In this video, learn how to mark opportunities won and lost, restore lost opportunities, and how Odoo AI learns from your data, all with Odoo CRM. **Check out more Odoo tutorials** – Predictive Lead Scoring:Â – CRM Lead & Opportunity Basics:Â – Sales Teams Setup & Leads Assignment:Â **App documentation** – Lost opportunities –Â – […]
In today’s video, we’re walking through how the Create Bill action works in Odoo 19 Purchase Orders. You’ll learn where this action already exists in Odoo, why many users miss it, and how to bring the Create Bill button directly onto the Purchase Order form using Odoo Studio. We’ll start with the standard Odoo list […]
Odoo Essentials is the difference between a messy database and a high-performance ERP engine. From UI navigation to Kanban pipelines, this Short highlights the core building blocks of Odoo ERP every business owner, consultant, and Odoo developer should master. 👉 Watch the full, in-depth Odoo Essentials guide here: Subscribe for weekly Odoo tutorials, ERP tips, […]
In today’s video, we are breaking down how to design and customize a restaurant floor plan in Odoo 19’s Point of Sale module. This tutorial walks you through every step- from creating a new floor plan to configuring tables with shapes, colors, and seating arrangements. By the end, you’ll have a fully functional floor plan […]
In today’s video, we’re walking through how to customize sequence numbers in Odoo 19 for Sales Orders, Invoices, and other records. You’ll learn how Odoo generates document numbers by default, how to adjust prefixes and formats, how to include dates, and how to manage numbering when migrating from another system—all using Odoo’s built-in sequence configuration. […]
In this video, learn how to create and modify periodic digest emails in Odoo! *App documentation* Digest Emails: *See what Odoo can do for you!* Schedule a demo: Start a free trial: #Digest #Emails #Started
In this video, learn how to manage your Odoo subscription and Odoo database **Check out more Odoo tutorials** – Navigate in Odoo: – Chatter Basics: **App documentation** – Apps and modules: – Developer mode: **See what Odoo can do for you!** – Schedule a demo: – Start a free trial: #Manage #Odoo #Database #Subscription #Odoo #Started
In today’s video, we’re walking through how customer accounts and the customer portal work in Odoo 19 — from checkout sign-in options to portal access management and customer security settings. You’ll learn how customers interact with your website, what they can see once logged in, and how you can control and manage portal users from […]
Learn how to set up and use the first in, first out (FIFO) and last in, first out (LIFO) removal strategies to streamline your picking process in Odoo. Introduction: 0:00 Enable Lot Numbers and Locations: 1:39 Configure Product: 2:55 Check Lot Numbers: 3:42 Set Removal Strategy on Location: 5:16: Set Removal Strategy on Product Category: […]