Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
This video breaks down how to use AI Fields in Odoo 19 Point of Sale (POS) records to automatically analyze customer purchase data and generate meaningful insights. Viewers will learn how to create and configure AI Fields, write effective prompts, summarize customer spending and buying habits, and generate AI-powered menu descriptions What You’ll Learn 🔎 🍽️ […]
In this video breaks down how AI Default Prompts work in Odoo 19 and how they improve AI-generated responses in specific Odoo workflows. You will learn how to create a Default Prompt, link it to an AI Agent, use it inside Point of Sale orders, and understand the difference between an Agent’s global instructions and […]
In this video we will break down how the Odoo 19 AI Chat Agent works, using a Point of Sale support example for restaurant staff. You’ll learn how to create and configure an AI agent, connect it with sources like text files, choose response settings, understand the “Restrict to Source” option, and test how the […]
In this video we will break down how to manage purchasing workflows in Odoo 19, from creating vendors to handling RFQs and purchase agreements. You’ll learn how to quickly add vendors, generate and track RFQs, use the product catalog for faster ordering, and set up blanket orders to streamline long-term purchasing processes. What You’ll Learn 🔎 […]
In this video you will learn how to use Odoo 19 Reporting to analyze sales performance and compare product data. You’ll learn how to identify top-performing items, evaluate margins, and use reporting tools to make smarter, data-driven business decisions What You’ll Learn 🔎 🍔 Compare product performance and sales results 💰 Understand pricing, revenue, and profit […]
In this video, you will learn the core rules of automated scheduling, how to quickly reassign shifts when an employee requests time off, and how to copy a full weekly schedule forward with just a single click. What You’ll Learn 🔎 ⚙️ Automatically fill unassigned open shifts. 📋 Odoo checks roles, availability, and time off. ⚠️ […]
In this video, you will learn the core rules of automated scheduling, how to quickly reassign shifts when an employee requests time off, and how to copy a full weekly schedule forward with just a single click. What You’ll Learn 🔎 ⚙️ Automatically fill unassigned open shifts. 📋 Odoo checks roles, availability, and time off. ⚠️ […]
This tutorial breaks down the essential workflows and hidden gems of the Odoo 19 Planning module. You will learn how to seamlessly publish schedules, decode visual shift statuses, empower your team with automated shift swapping, and generate professional schedule previews. What You’ll Learn 🔎 📢 Publish and notify your staff instantly. 🎨 Master color-coded shift status […]
This tutorial breaks down the essential workflows for building a high-performance schedule within the Odoo 19 Planning module. You will learn how to streamline your operations using shift templates, automate recurring schedules with the “Repeat” feature, and configure employee profiles for maximum data accuracy What You’ll Learn 🔎 🏗️ Create reusable shift templates 👤 Assign employees […]
This video provides a step-by-step breakdown of how to configure the foundational settings for restaurant employee scheduling in Odoo 19. You will learn how to organize departments, define specialized roles, and set up employee profiles to ensure your staffing system is flexible and ready for efficient scheduling. What You’ll Learn 🔎 🏢 Departments organization 🎨 How […]