Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
Automatic transfers in Odoo Accounting can be used for various purposes, such as: Inter-company transactions (when dealing with multiple companies in Odoo) Currency revaluation (adjusting accounts based on exchange rates) Accrual accounting (recognizing revenue/expenses in the correct period) Bank statement reconciliation (moving funds between accounts automatically) 🔹 How to Set Up Automatic Transfers in Odoo […]
Welcome to our Odoo 18 tutorial series! In this video, we’ll show you how to easily create and manage employees within Odoo 18. Whether you’re setting up a new business or managing a growing team, this guide will help you get the most out of Odoo’s employee management system. In this video, you’ll learn: Step-by-step […]
In Odoo, “Chatter” is a core communication and collaboration feature that’s integrated throughout the platform. Here’s a breakdown of what it entails: Communication Hub: Chatter acts as a central hub for communication related to specific records within Odoo. This means that within a sales order, a project task, or a customer record, you’ll find the […]
Welcome to our Odoo 18 tutorial! In this video, we’ll walk you through the process of setting up and managing referral points within Odoo 18. Referral programs are a great way to encourage customers to spread the word about your business and reward them for bringing in new clients. We’ll cover: How to enable and […]
If you’re managing sales in Odoo 18 CRM, keeping your pipeline well-organized is key to tracking opportunities and closing deals efficiently. In this tutorial, we’ll walk you through: ✅ Setting up and customizing your sales pipeline ✅ Adding and modifying pipeline stages ✅ Creating new opportunities and managing them ✅ Using activities to stay on […]
Welcome to our Odoo 18 tutorial! In this video, we’ll guide you through the process of managing certifications for employees within Odoo 18. Certifications are an essential part of employee development, and Odoo makes it easy to track and manage qualifications, skills, and achievements within your team. In this video, you’ll learn: How to add […]
Welcome to our Odoo 18 tutorial! In this video, we’ll walk you through the process of managing event booths within Odoo 18. Whether you’re organizing a conference, trade show, or exhibition, Odoo’s Event module allows you to efficiently manage booths, bookings, and resources for your events. In this video, you’ll learn: How to set up […]
In Odoo 18, Sales Team Reporting provides insights into sales performance, team efficiency, and revenue trends. This helps managers track sales team activities, identify bottlenecks, and make data-driven decisions. 1. Accessing Sales Team Reporting Navigate to: Sales Module → Reporting → Sales Teams 2. Key Features of Sales Team Reporting Dashboard View Overview of total […]
In Odoo 18, CRM Scheduling Activities helps users efficiently manage follow-ups, meetings, calls, and tasks to ensure timely engagement with leads, opportunities, and customers. Here’s how you can schedule and manage activities in the CRM module. 1. Scheduling an Activity in CRM Step 1: Navigate to CRM Go to CRM from the main Odoo menu. […]
In Odoo 18 POS (Point of Sale), Inventory Management is seamlessly integrated with the Odoo Inventory module to ensure real-time stock updates and efficient product tracking. Here’s how inventory management works within Odoo 18 POS: 1. Real-time Stock Updates Odoo POS is connected to the Inventory module, meaning sales transactions immediately affect stock levels. If […]