Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
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 […]
In Odoo 18 CRM, a Lead represents a potential business opportunity. It is an unqualified prospect that can later be converted into an opportunity and assigned to a salesperson. Key Features of Leads in Odoo 18 CRM Lead Generation Leads can be created manually or automatically via web forms, emails, or integrations. Can be generated […]
In this video, learn how to effectively utilize manufacturing orders and work orders with Odoo MRP. 0:00 – Intro 0:58 – Create a MO 4:05 – Confirm MO 6:10 – Start WO(s) 6:48 – Complete WO(s) 7:00 – Close MO 7:09 – Conclusion **Check out more Odoo tutorials** – Bill of Materials Basics: – MRP playlist: **App […]
This Odoo 18 tutorial explores the comprehensive employee offboarding process. We’ll walk through: Navigating to the employee record Archiving the employee Selecting departure reasons and adding details Closing related activities (appraisals, contracts, company cars, time off, etc.) Managing HR information and access (including sending access links) Understanding the offboarding workflow and best practices. Ensure compliance […]
Mastering Fields and Widgets is essential for Odoo 18 development. This tutorial covers: Different field types (char, integer, date, etc.) Common widget usage (text boxes, calendars, dropdowns) How fields and widgets interact in Odoo views Customizing fields and widgets for specific needs. Start building powerful and user-friendly Odoo applications! #Odoo18 #OdooStudio #OdooTutorial #OdooNewFeatures #OdooReleaseDate #OdooWidgets […]
This Odoo 18 tutorial explores the comprehensive employee reporting features. We’ll walk through: Accessing and navigating employee reports Understanding key HR metrics and KPIs Using filters, groups, and aggregations to customize reports Creating custom reports and dashboards Exporting reports in various formats Gives actionable insights into your workforce and improves HR efficiency. #Odoo18 #OdooEmployee #OdooTutorial […]
In today’s video, we’ll learn how to convert an opportunity into a quotation using the CRM module in Odoo 18. This feature helps streamline your sales process by turning potential deals into actual quotes with just a few clicks. What You’ll Learn: ✨ 📌 How to create and manage opportunities in Odoo 18 📌 How […]
This Odoo 18 Recruitment tutorial covers the process of refusing applicants. We’ll walk through: Navigating to applicant records Refusing applicants with custom reasons Creating and modifying refusal reasons Configuring email templates for rejection notifications Viewing refused applicants Improves your applicant management and ensures a smooth recruitment experience. #Odoo18 #OdooRecruitment #Recruitment #HR #ERP #BusinessSoftware #Tutorial #OdooTutorial […]