Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
Learn how to navigate financial reports and create financial budgets in Odoo. – Test your knowledge on Financial report: – Expand your knowledge on Accounting reporting: – Deep dive into Odoo Accounting with official Odoo documentation on Financial reports: Chapters: 00:00 Intro 00:17 Reporting menu and filters 02:41 Financial budgets 04:51 More accounting reports 05:32 Download and […]
In this video, learn what lead enrichment is, how to enable it in your Odoo database, and how it can help give your team the edge they need to succeed. **Check out more Odoo tutorials** – Lead and opportunity basics: – In-App Services (Tokens and Credits): – Vibe Check CRM Leads using AI: **App documentation** – […]
In this video, learn how to set up your Sales app. **Check out more Odoo tutorials** – [Odoo Accounting – Customer invoice from sales order ]( – [Odoo Sales – Delivery Prices]( **App documentation** -[Third-party shipping carriers]( -[Invoicing policies]( -[Sales quotations]( **See what Odoo can do for you!** – Schedule a demo: – Start a […]
In this video, learn how to use automatic and manual reordering rules to automatically track and reorder inventory based on stock levels with the Odoo Inventory App. **Check out more Odoo tutorials** Recommended and Related Tutorials: – Sales Order to Manufacturing Order | Odoo MRP: – Inventory basics: Receive and Store Stock | Odoo Inventory: – […]
In this video, learn how to set up work centers In your Odoo database. **Check out more Odoo tutorials** – Bill of materials basics: – Work center dependencies: – Basic subcontracting: **App documentation** – Work centers: – All MRP docs: **See what Odoo can do for you!** – Schedule a demo: – Start a free trial: […]
In this video, learn how to set up your Sales app. Other lessons related to this video: – [Odoo Accounting – Customer invoice from sales order ]( – [Odoo Sales – Delivery Prices]( **App documentation** -[Third-party shipping carriers]( -[Invoicing policies]( -[Sales quotations]( **See what Odoo can do for you!** – Schedule a demo: – Start […]
In this video, learn how to configure an AI agent for Live chat, and add an AI Agent to a Live Chat channel. **Check out more Odoo tutorials** – Odoo AI: Build custom agents to streamline your operations: – Odoo AI: Setup your own agents & RAG: **App documentation** – AI Agents: – Write and improve […]
In this video tutorial we break down how to configure product categories and create new products in Odoo 19. You will learn how to set up master and PoS categories, build new product items, and seamlessly display them in the PointofSale register. 🍱 How to configure master product categories in Odoo 19 🛍️ How to […]
Learn how to manage bank transactions and synchronize your bank account in Odoo Accounting. – Test your knowledge on bank transactions and synchronization: – Expand your knowledge on Invoicing and Accounting: – Deep dive into Odoo Accounting with official Odoo documentation on bank transactions and synchronization: Chapters: 00:00 Intro 00:42 Transaction overview and chatter 02:10 Bank statements 03:19 Bank […]
Learn how to reconcile bank transactions in Odoo Accounting. – Test your knowledge on bank reconciliation: – Expand your knowledge on Invoicing and Accounting: – Deep dive into Odoo Accounting with official Odoo documentation on bank reconciliation: Chapters: 00:00 Intro 00:31 Transaction journal entries 01:55 Transaction overview 03:34 Reconciliation examples 06:50 Edit and unreconcile transactions 07:31 Outro #Bank #reconciliation […]