Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
Each country contains its own fiscal positions for tax configuration. Users from any country can manage the transactions with the localization feature in the fiscal position. Odoo 16 Accounting module ensures you configure accounts, customers, taxes, vendors, currencies, and more as per your company needs. Several types of taxes are managed easily using the fiscal […]
Many organizations are known for their diverse price lists. Several types of price variation are used, such as rewards at the end of the year, bonuses, discounts on terms and conditions over time, seasonal sales, periodic cost reductions, etc #odoopos To help a pricing strategy optimized for your market, Odoo has a powerful price list […]
With Odoo: Forecast, manufacture, ship on time, with no excess stock. This can be done by leveraging Odoo’s lead time management and procurement tools, as seen in this video. 0:00 – Intro 1:28 – Set up Manufacturing Lead Time 2:28 – Set up 0/0 Reordering Rules 3:49 – Days to prepare manufacturing order 6:51 – Sales flow: set scheduled […]
Live Chat has the highest satisfaction rating of any communication tool. It allows fast responses and it is accessible and convenient, as your customers can keep doing what they are doing while interacting with you. Remember: your customers want to talk to you, so let’s make it easy. #odoo16 #odoofunctionalvideos #odootutorials VIdeo Chapters 00:00 – […]
To track products with serial numbers, you can use serial number tracking. With them, you can track the current location of the product and, when the products are moved from one location to another, the system will automatically identify the current location of the product, based on its last movement. VIdeo Chapters Timestamp 00:00 – […]
Odoo Helpdesk is a ticket-based customer support application. Teams can track, prioritize, and solve customer issues from their pipeline, which is organized in customizable stages. Multiple teams can be configured and managed in one dashboard. #odoohelpdesk Video Chapters 00:00 – Introduction 00:28 – How to Configure the Team 01:01 – How to Configure Internal User 01:39 – […]
While performing the tasks in a project, we often collect many important documents and data from customers for the development of the project. Video Chapters 00:00 – Introduction 00:55 – How to Set Visibility for Invited Internal User 04:52 – How to Set Visibility for All Internal User 06:31 – How to Set Visibility for […]
The running of multi-companies in a system is challenging for most companies. Using ERP software, we can manage the sales, purchases, and inventory operations in various organizational branches. Video Chapters 00:00 – Introduction 00:49 – How to Create a New Company. 05:10 – How to Create Users 07:09 – How to Manage Leads for Multi-company […]
Customer ratings are the review of the customer based on his experience with the specific service that they are availed. #odoo16 #odoofunctionalvideos #odootutorials Odoo features a customer rating so that customers can rate and review once the stage changes or a periodical basis. Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: […]
In Odoo, the invoicing policy for a project refers to the rules and methods used to generate and send invoices to customers for the work done on a particular project. Video Chapters 00:00 – Introduction 01:06 – How to Invoice Based on Fixed Price/prepaid 05:54 – How to Invoice Based on Timesheet 09:09 – How […]