Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
In this video we’ll explore the Sales Credit Limit feature in Odoo 17. We’ll cover everything from activating credit limits in the accounting module to setting individual limits for customers. See how this feature helps prevent financial risks by notifying you when customers exceed their credit limits. Watch now and master credit management in Odoo! […]
Reconciliation models in Odoo 17 Accounting are essential tools for ensuring the accuracy and consistency of your financial data. They provide a structured framework for matching bank statements with corresponding journal entries, identifying discrepancies, and resolving them efficiently. 1. Button to generate counterpart entry The exact type of button to generate a counterpart entry in […]
The “Customer Lot/Serial Number Report” in Odoo 18 provides detailed information about the specific lots or serial numbers of products purchased by individual customers. This report can be useful for tracking product inventory, managing returns, and analyzing customer purchasing patterns. To access the report: Go to Inventory module. Click on Reports under the Inventory menu. […]
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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