Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
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: […]
In today’s video, we’re breaking down how payroll works in Odoo — from structure types and salary structures to salary rules and payslip generation. You’ll learn how these pieces connect, how Odoo calculates employee salaries, and how everything flows from the contract to a completed payslip, using Odoo’s default configuration. What You’ll Learn 🔎 🔺 […]
In this video, we’re exploring Odoo 19’s updated Commission Plans — a powerful tool for managing targets, achievements, and commission payouts for your sales team. What You’ll Learn 🔎 🎯 How Target-based and Achievement-based commissions work 🗓️ Using quarterly targets for seasonal businesses 📈 Creating Commission levels — rewarding partial progress and overperformance 👤 Adding […]
Choosing the right ERP in 2025 can completely change how your business operates. In today’s video, we’re comparing Odoo and ERPNext — two of the most popular open-source ERP platforms used by companies worldwide. Both solutions help manage Sales, Accounting, Inventory, HR, Projects, and Manufacturing… but they take very different approaches when it comes to […]
In this video, learn how to manufacture products using lots or serial numbers. Intro: 0:00 Enable Lots & Serial Numbers: 1:02 Configuring Product Tracking: 1:38 Manufacturing with Serial Numbers: 2:31 View Traceability Reports: 3:38 Manufacturing with Lots: 4:10 Conclusion: 4:44 **Check out more Odoo tutorials** – Manufacturing Order and Work Order Basics: – Manufacturing playlist: […]
In this video, learn how to synchronize your Outlook calendar with your Odoo database. 00:00 – Intro 00:05 – Setup in Odoo 0:06 – Setup in Google 0:07 – Sync in Odoo **Check out more Odoo tutorials** – [Odoo Calendar]: [ **App documentation** – [Odoo Calendar Sync] – All [Productivity] docs: [ **See what Odoo […]