Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
Odoo 18’s Purchase module offers a variety of views to streamline your procurement processes. These views provide different perspectives and functionalities to manage your purchasing activities effectively. Key Views in the Purchase Module: 1. Purchase Order View: Create and manage purchase orders. Add product lines, specify quantities, and set delivery dates. Track the status of […]
Shipping Connectors and Methods in Odoo 18 Sales Odoo 18 offers a robust system for managing shipping, both through internal methods and external shipping carriers. This guide will delve into both aspects: 1. Internal Shipping Methods Configuration: Navigate to Inventory — Configuration — Settings. Under the Delivery Methods section, create new methods as needed. Define […]
In Odoo 18, there are three main product types: Goods: These are physical products that can be tracked in inventory. They can be further categorized as: Storable Products: Products that are tracked in inventory and have a specific quantity on hand. Consumable Products: Products that are consumed upon use and don’t have a specific […]
Incoming shipments in three steps involve a structured process to ensure the quality and efficiency of received goods. Here’s a breakdown of the three steps: 1. Input: Receiving: The shipment arrives at the designated receiving area of the warehouse. Unloading: The goods are unloaded from the transportation vehicle and checked for any damage or discrepancies. […]
Odoo’s Rental Module: Efficient Rental Management Odoo’s Rental module is a powerful tool for businesses that offer rental services. It allows you to manage your rental inventory, create rental orders, track rentals, and generate accurate invoices. Key Features: – Rental Product Management: Define your rental products and their specific details, such as pricing, availability, and […]
In this video, we’ll guide you through setting up and managing Quality Checks in the Odoo 17 Quality module. Quality Checks help ensure your products meet the required standards by streamlining and enhancing your quality control processes. What You’ll Learn:✨ ✔️ How to set up Quality Checks in the Odoo Quality module ✔️ Linking Quality […]
Odoo’s Discuss module is a powerful tool for internal communication and collaboration. It offers features like meetings and channels to facilitate seamless teamwork and knowledge sharing. Meetings: – Scheduling: Easily schedule meetings with team members, set agendas, and send invitations. – Real-time Collaboration: Collaborate with team members in real-time during meetings. – Document Sharing: Share […]
Odoo provides a robust system for managing coupons, allowing you to create targeted promotions and discounts to boost sales. Here’s a breakdown of how to set up and utilize coupons in Odoo Sales: Creating a Coupon Program 1. Navigate to Sales: Go to the Sales app in your Odoo instance. 2. Access Coupon Programs: Under […]
Odoo’s CRM module allows you to customize your sales pipeline to fit your specific business needs. By creating stages and pipelines, you can effectively track the progress of your deals and improve your sales efficiency. Here’s a step-by-step guide on how to create a stage or a pipeline in Odoo 18 CRM: Creating a New […]
Odoo 18 offers powerful tools to streamline customer interactions and improve response times. Canned responses and chatbots are two such features that can significantly enhance your customer service operations. Canned Responses: Quick and Efficient Communication Canned responses are pre-written messages that can be quickly inserted into emails or chat conversations. By using canned responses, you […]