Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
Discover how to create a social media campaign in Odoo 18 using the Social Marketing module. In this tutorial, we’ll walk you through setting up a new campaign, adding posts for different social platforms, scheduling content, and tracking engagement — all from within Odoo. Whether you’re promoting a new product, running a seasonal offer, or […]
Learn how to create a survey in Odoo 18 step by step. In this video, we’ll show you how to set up a new survey, add different question types, apply scoring or conditional logic, and share it with your audience. Whether you want to collect customer feedback, employee responses, or market research data, Odoo’s Survey […]
By default, Odoo Planning’s calendar lets you create shifts one by one, which can be tedious. There are a few ways you can achieve mass creation depending on whether you want to use Odoo’s native features or customization. Copy Existing Shifts In the Planning – Calendar View, create a shift. Use the copy/duplicate option or […]
The General Ledger Dashboard in *Odoo 18* gives you a complete overview of all your company’s accounts in one place. In this video, we’ll walk you through how Odoo organizes your ledger with debits, credits, and balances across accounts like cash, receivables, payables, sales, and taxes. You’ll learn how to drill down into journal items, […]
The Cash Flow Statement in Odoo 18 helps you track how money moves in and out of your business. In this video, we explain how to read the report, covering operating activities, investing activities, and financing activities. You’ll see how Odoo shows cash received, cash spent, and the closing balance — giving you a clear […]
In today’s video, we’re exploring how Odoo’s Employees and Payroll modules work together to streamline HR management and payroll processing. From creating employee profiles and contracts to generating payslips automatically, Odoo makes workforce management smooth, accurate, and efficient. What You’ll Learn in This Video 🔎 👨💼 How to create a new employee in Odoo 📋 […]
The Executive Summary in Odoo 18 gives you a quick, high-level view of your company’s financial health. In this video, we break down how to read and use the report — from profitability metrics like net profit margin, to position and liquidity ratios that show if you can cover short-term obligations, and performance indicators like […]
Are you ready to master financial reporting in Odoo 18? In this video, we delve into the Profit and Loss (P&L) Report, one of the most crucial financial statements for any business. We’ll guide you through accessing and analysing the P&L report in Odoo 18’s new and improved accounting module. Learn how to get real-time […]
In today’s video, we’re exploring the Customer Ratings feature in Odoo 18 Project—a great way to collect client feedback at different stages of task execution. Instead of waiting until the end of a project, you can request feedback automatically as tasks move through stages. This helps you monitor client satisfaction in real time, improve project […]
Learn how to read and understand the Balance Sheet in Odoo. In this tutorial, we break down Assets, Liabilities, and Equity, show you how to drill into details, and explain what the numbers mean for your business. Perfect for beginners and business owners using Odoo Accounting. #Odoo18 #BalanceSheet #OdooTutorial #FinancialAnalysis #OdooTraining #AccountingSoftware #BusinessFinance #OdooFunctional #LearnOdoo […]