Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
Automation in Odoo 17: A Comprehensive Guide Odoo 17, a powerful open-source ERP system, offers a plethora of automation features to streamline business processes and improve efficiency. Here’s a breakdown of some key automation possibilities: 1. Workflow Automation: Define business processes: Create workflows to guide the movement of data through different stages of a process […]
Sharing accounts between companies in Odoo is a feature that can be beneficial in certain scenarios, particularly when dealing with: 1. Consolidated Financial Reporting: Parent-Subsidiary Relationships: If you have a parent company with several subsidiaries, sharing accounts can simplify the process of consolidating financial statements. You can create a single chart of accounts for the […]
Odoo 18 POS PWA Odoo 18 has introduced significant improvements to its POS system, including the development of a PWA. This means that your POS can function even without an active internet connection, providing uninterrupted service. Additionally, customers can install the POS app on their devices, offering a more seamless and native-like experience. Key benefits […]
To generate leads from Odoo 18 events, you can leverage the event module’s built-in functionality and potentially integrate with other modules like CRM or marketing automation. Here’s a step-by-step guide: 1. Set up Events: – Create events with relevant details like name, start/end dates, location, and description. – Assign responsible users and categories for better […]
Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at In this video, learn how to import existing account balances into Odoo. Find the sample template here: Need more information about Odoo apps? Discover Odoo, schedule a demo, or start your own Odoo revolution for […]
In this video, we’ll walk you through the process of importing and exporting the Counterparty Directory using the Odoo QuickBooks Connector. You’ll learn how to synchronize customer and vendor lists between Odoo and QuickBooks, ensuring your directories are always up-to-date and identical in both systems. Whether you’re syncing a single contact or updating entire lists, […]
In this video, we’ll show you how to set up Account and Tax mapping using the Odoo QuickBooks Connector. We’ll walk you through the process step-by-step, from importing your QuickBooks accounts and taxes into Odoo to accurately mapping them to the corresponding Odoo accounts and taxes. This ensures seamless integration between the two systems, making […]
Odoo Accounting have a built-in feature for group payments. Existing Features: Multiple Invoices: Create multiple invoices for the same customer or vendor. Select the invoice/bill and goto the action button and choose pay. When you try to register payment, enable the feature Group payment Use the “Group payment” feature to merge them into a single invoice. […]
CBMS Revolutionize Your Drive-Thru with AI-Powered Odoo! Introducing our groundbreaking AI-powered drive-thru solution, now seamlessly integrated with Odoo! Experience the future of fast food service with faster order processing, reduced wait times, and enhanced customer satisfaction. Key Features of Drive-Thru AI: Voice Recognition: Our AI accurately understands and processes customer orders, eliminating the need for […]
Odoo offers robust tools to manage sales commissions effectively. It provides flexibility to configure various commission structures based on different criteria like sales amount, product category, sales person, and more. Key Features and Configuration Commission Types: – Fixed Percentage: A set percentage of the total sales amount. – Product-based: Commission based on specific product margins […]