Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
Odoo 14 brings up a new spreadsheet tool in a pivot view to generate regular reports based on the database that is automatically updated. Using this tool you can improve your business by inserting data in a pivot view to a spreadsheet. In the CRM module, we have a pipeline analysis report ie.CRM Sales analysis […]
To create a Customer in Odoo 14, Go to Sales – Orders – Customers: When you click the CREATE button it shows a form to create a new customer record. Customer form contains fields such as Name of the individual/company, Company Address, VAT, Phone, Mobile, Email, Website Link, customer Tags. It is possible to add […]
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Try Odoo online at #Business #Case #MultiWarehouse #Inventory #Management
Compare Odoo CRM vs Sugar CRM Video Contents: 0:00 Introduction 0:31 Odoo Overview 5:48 User interface of SugarCRM 8:00 Odoo Leads 10:28 Create a new lead in SugarCRM 13:21 Create a new lead in Odoo CRM 22:23 Odoo pipeline – Opportunity 29:55 Contacts in SugarCRM 30:46 Contacts in Odoo CRM 36:18 Report in SugarCRM 36:30 […]
Odoo provides highly structured software having a firm technical base along with sturdy functionality. Odoo is a complete package of ERP solutions integrated with vital features that allows automation for all the core business functions. It is available in two editions: Odoo Community and Odoo Enterprise. Odoo community is open source and free of cost […]
Odoo 14 brings up a new feature in the Calendar module to synchronize Odoo Calendar with Microsoft Calender. Before synchronizing the calendar with Microsoft Calendar go to Settings-General Settings Enable Office 365 Calendar and provide value for the client ID and client secret. Now save it and open the Calendar module. On the left side […]
Employee contract is a mutual agreement between employer and employee in an organization. Each and every employee should need a contract in order to calculate his payslip. Now in Odoo14, a lot of changes are made in the structure of the contract including contract details, salary information, and some extra fields that are brought to […]
Auto Activity Scheduling for Payment Follow-up is the latest feature added in the Accounting module Odoo14.In Accounting we used to create follow-up levels and maintain customer follow-up reports that help a business to identify the due and delayed payments and to send appropriate reminders to the customers on due. Auto activity scheduling is used to […]
Odoo 14 Enterprise Vs Community: Odoo software is one of the most superiorly functioning ERP software systems that are utilized by every organization. It is an open-source modular structured software that has a strong technical foundation along with robust functionality. Video Contents: 0:00 Odoo 14 Enterprise vs Community 6:13 Odoo 14 Sales management 7:56 Odoo […]