Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
1. Understanding PDC Workflow A Post Dated Cheque (PDC) is a cheque issued with a future date. It should not be considered as received cash until the date arrives and the cheque is cleared by the bank. Basic Workflow in Odoo 18 Receive the PDC – Record it as a pending transaction. Hold in a […]
In this video, learn the process of managing lunch orders and employee accounts. **Check out more Odoo tutorials** – HR playlist:Â **App documentation** – Lunch: – Manage User Accounts: – Lunch Management:Â **See what Odoo can do for you!** – Schedule a demo:Â – Start a free trial:Â Â #Managing #Orders #Odoo #Lunch
In this video, learn how to place lunch orders. including pre-ordering future meals. **Check out more Odoo tutorials** – HR playlist: **App documentation** – Lunch: – Products: – Orders: **See what Odoo can do for you!** – Schedule a demo: – Start a free trial:  #Placing #Lunch #Orders #Odoo #Lunch
In this video, learn how to add vehicles in the Fleet app. **Check out more Odoo tutorials** – HR playlist: **App documentation** – New Vehicles: – Vehicle Models: – Services – Accidents **See what Odoo can do for you!** – Schedule a demo:  – Start a free trial: #Add #Vehicles #Odoo #Human #Resources
In this video, we’ll walk you through Loyalty Card Management in Odoo 18. A well-structured loyalty program can boost sales and encourage repeat customers. Odoo offers multiple reward options, and today, we’re focusing on Loyalty Cards—from setup to applying rewards. What You’ll Learn: ✨ ✅ How to enable and configure Loyalty Programs in Odoo 18 […]
Odoo 18 Helpdesk offers customer rating functionality to gather feedback on your support services. Here’s a breakdown of how it generally works and what you can expect, based on Odoo’s typical implementations and available information: Key Features and Concepts: Ticket Rating: Customers can rate their satisfaction with the resolution of their helpdesk tickets. This is […]
In Odoo, a helpdesk report provides valuable insights into your support operations. Here’s a breakdown of how to access and interpret helpdesk reports in Odoo: Accessing Helpdesk Reports Navigate to the Helpdesk Application: Open your Odoo instance. Click on the “Helpdesk” application icon. Go to Reporting: In the Helpdesk application, look for the “Reporting” menu. […]
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 […]