Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
🔎 What Does “Late RFQ” Mean? A Late RFQ generally refers to: An RFQ that hasn’t been sent or confirmed by its Expected Order Date. Or, an RFQ that was not responded to by the vendor in a timely manner. Or, delivery from an RFQ is delayed beyond the promised date. #Odoo19 #Odoo19Tutorials #Odoo19Purchase #Odoo19LateRFQ […]
In today’s video, we’re exploring how to configure and use lot numbers and serial numbers in Odoo 18 Inventory. Lot and serial tracking are essential tools for maintaining traceability, accuracy, and compliance in your warehouse operations. Whether you’re dealing with bulk items like food or cosmetics, or high-value serialized items like laptops and machinery, understanding […]
In this video, learn about setting up multiple company databases in Odoo! 0:00 – Intro 0:52 – Who Needs Multi-Company? 1:50 – Multi-Company vs Branches vs Access Rights 2:48 – Create Second Company: Country & Currency 3:44 – Set Fiscal Localization Package 5:54 – Set User Access & Language 7:04 – Isolate or Share Products […]
1. Customer Reviews for Products (E-commerce Module) If you have an Odoo eCommerce website (using Odoo Website and eCommerce modules), customers can leave reviews for products. How to enable and manage product reviews: Install Modules: Website Website Sale Website Rating (comes with the review system) Enable Reviews: Go to Website – Configuration – Settings. Scroll […]
Discover the power of the Chatbot feature in Odoo! Learn how to set up an AI-powered chatbot to answer customer questions, gather information, qualify leads, and provide 24/7 support directly on your website. Enhance customer experience and streamline your operations in Odoo. #Odoo18 #OdooChatbot #OdooAI #Odoo18Tutorial #Odoo18Features #OdooCRM #AIAutomation #OdooERP #CustomerSupportAI #OdooDevelopment #Odoo18NewFeatures #ChatbotTutorial #Odoo18ReleaseDate […]
Are you truly learning from your sales losses? In Odoo 18 CRM, a “lost” opportunity isn’t the end – it’s a data point for improvement! This comprehensive tutorial will guide you through the powerful features for managing lost opportunities and leads. You’ll discover: How to mark an opportunity (or lead) as lost and why this […]
In this video, we take a deep dive into Quality Alerts in Odoo 18’s Quality module — a powerful feature that helps businesses manage quality issues efficiently across their production, inventory, and manufacturing processes. ✅ What you’ll learn: What Quality Alerts are and how they work in Odoo 18 How to create and manage quality […]
Ever wondered how Odoo 18 assigns those unique numbers to your invoices? In this comprehensive tutorial, we dive deep into “Invoice Sequences” within Odoo 18 Accounting! You’ll discover: Where to locate invoice sequences in your Odoo setup. How to modify existing sequences to fit your business’s numbering conventions. Understanding the structure and logic behind Odoo’s […]
Once an expense report is approved, what’s next? This comprehensive tutorial covers the crucial final step: “Posting Expenses” to your accounting journals in Odoo 18! You’ll discover: The specific access rights required to post expense reports (Accountant/Adviser + Expense Manager). How can we efficiently filter and view only approved expense reports that are ready for […]
In today’s video, we’re exploring how to configure and use the Activity Plan feature in Odoo 18. Activity Plans allow you to automate and schedule a predefined sequence of tasks—like sending emails, assigning to-dos, or planning meetings—across modules like CRM, Sales, and Projects. It’s a powerful way to standardize workflows, save time, and ensure your […]