Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
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Filters are the criteria you apply to search and view specific data in Odoo 18. When you use the back button, filter persistence ensures that your previously applied filters are retained, making navigation and data exploration more efficient. Enabling Filter Persistence: Access the Settings: Go to Settings — Technical — System Parameters. Locate the Parameter: […]
In this video, we explore the Odoo To-Do module, an amazing tool for managing daily tasks and boosting productivity. We’ll show you how to create tasks, organize them by priority, set deadlines, and assign them to team members. We’ll also explore how you can integrate this module with Odoo Calendar and CRM to better manage […]
Odoo 18 has introduced significant enhancements to the dashboard app, making it more versatile, customizable, and user-friendly. Here are some of the key improvements: 1. Enhanced Customization: Drag-and-Drop Functionality: Users can now easily rearrange dashboard components using a simple drag-and-drop interface, allowing for greater flexibility in layout customization. Configurable Widgets: A wider range of widgets […]
In Odoo Discuss, a subthread is a conversation within a larger, main thread. It’s a way to break down a complex discussion into smaller, more focused topics, making it easier to follow and manage. Here’s how subthreads work in Odoo Discuss: – Create a Main Thread: Start a new discussion by creating a main thread. […]
In this video, learn how to use scheduled actions in the Odoo Subscriptions app. **Check out more Odoo tutorials**- Subscriptions:  **App documentation** -Scheduled Actions:  -Models and Basic Fields:  – All Subscriptions docs:  **See what Odoo can do for you!** – Schedule a demo:  – Start a free trial:  #Scheduled #actions #Subscriptions #Odoo […]
In this video, learn how to upsell subscriptions in the Odoo Subscriptions app. **Check out more Odoo tutorials**- Subscriptions:  – Subscriptions basics:  **App documentation** – Upsell subscriptions:  – Quotation templates:  – All Subscriptions docs:  **See what Odoo can do for you!** – Schedule a demo:  – Start a free trial:  #Upsell #Subscriptions #Odoo #Subscriptions
In this video, learn how to configure and sell recurring products on Odoo’s Subscriptions app. We’re going to walk through creating a quotation for a new subscription and how to set up recurring payment plans. For more on how to sell recurring products and services, check out the other tutorials in our Subscriptions app: – Renew […]
In this video, learn about how you can control your vendor bills with the Purchase app. Other lessons related to this video: – Purchase Basics and Your First Request for Quotation:  Alternative RFQs:  – Blanket Orders **See what Odoo can do for you!** – Schedule a demo:  – Start a free trial: #Bill #Control #Odoo #Purchase
Odoo 18 offers a robust loyalty card and e-wallet system within its portal functionality. Here’s a breakdown of how it works: Loyalty Cards: – Customer Creation: When a new customer is created, a loyalty card is automatically generated for them. – Point Accumulation: Every purchase made by the customer contributes to their loyalty points balance. […]