Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
In today’s video, we’re exploring how to manage employee evaluations in Odoo 18 using the Appraisals app. This powerful tool helps HR teams and managers track performance, set clear goals, gather feedback, and recognize employee achievements — all in one place. What You’ll Learn in This Video ✨ 👥 How to configure appraisal frequency and […]
In today’s video, we’re exploring how to track sales performance in Odoo 18 using powerful tools like reports, dashboards, and automated email digests. Instead of relying on manual tracking or scattered spreadsheets, Odoo gives you real-time insights to help you make smarter business decisions, monitor performance, and keep your team aligned. What You’ll Learn in […]
Learn how to generate and analyze the Partner Ledger Report in Odoo 18 to keep track of all transactions by customer or vendor. This report helps you monitor outstanding balances, past payments, and overall relationship with your business partners. 👉 In this video, you will learn: ✔️ How to generate the Partner Ledger report ✔️ […]
Managing Salary Attachment in Odoo 18 Payroll (Enterprise Edition) typically involves setting up salary rules or deductions that attach a part of the employee’s salary for specific purposes—like loan repayments, legal attachments, or garnishments. Here’s a step-by-step guide to manage Salary Attachments in Odoo 18 Payroll: 1. Access Payroll Configuration Go to Employees – Payroll […]
🚀 Supercharge your SMS marketing and stay compliant with Odoo 18! This in-depth tutorial reveals the secrets to highly targeted messaging and perfect customer relations using Mailing Lists & Blacklists within Odoo’s SMS Marketing module. Stop sending irrelevant messages and start building trust! Discover how to segment your audience for maximum impact, respecting customer preferences […]
In today’s video, we’re diving into one of the most essential features in Odoo Accounting—creating and managing invoices, vendor bills, and payments. From generating customer invoices and sending them directly to clients, to confirming vendor bills and tracking payments—Odoo helps you keep your finances organized and accurate with real-time accounting integration. What You’ll Learn in […]
“Welcome to our Odoo 18 HR Mastery series! 🚀 In this very first episode, we’ll explore how to manage HR and work locations inside Odoo 18. From setting up office and remote workspaces, to assigning employees to specific locations, and even configuring remote work schedules—this video will guide you step by step. Whether you’re an […]
Are your SMS marketing campaigns hitting the mark? In this Odoo 18 tutorial, we’ll show you exactly how to leverage the powerful SMS Reporting features within the Odoo 18 SMS Marketing module. Gain crucial insights into your campaign performance to optimise your strategy, improve engagement, and maximise your ROI! From tracking delivery rates to analysing […]
Unlock the full potential of your Odoo 18 accounting module with this in-depth guide to Aged Receivable and Aged Payable reports. These essential financial statements provide a critical snapshot of your outstanding customer invoices and vendor bills, categorised by their age. Whether you’re an experienced accountant or managing your business finances, mastering these reports in […]
Effective management of staff is crucial for the success of any organization. Properly monitoring and handling human resources ensures smooth operations within the company. Odoo has a feature to manage employee-related tasks efficiently. We can store employee details using the Odoo employee module. We can also manage contracts, work entries, timesheets and payslips, and equipment related […]