Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
In this video, learn how to schedule activities in Odoo from the chatter and Kanban view. We’ll also touch on activity types, triggering activities, and creating custom activities. Intro: 0:00 Activity icons: 0:41 Activities pop-up window: 1:23 Activities dashboard: 1:50 Filtering activities: 2:50 Completing and creating activities: 3:21 Creating custom activity types: 5:05 Conclusion: 8:20 **Check […]
In this video, learn how to use the Surveys app to create scored tests and provide proof of certification. **Check out more Odoo tutorials** – Survey playlist: – Survey essentials: – Survey questions and sections: **App documentation** – Survey docs: – Scoring Surveys: – Create Surveys: **See what Odoo can do for you!** – Schedule […]
In this video, learn how to configure access rights for your sales team. Intro- 00:00 Setup sales manager- 00:47 Setup salesperson- 03:43 Workflow #1- 05:35 Workflow #2- 07:22 Outro- 08:25 **Check out more Odoo tutorials** – CRM playlist:Â – CRM Basics: – Sales teams: **App documentation** – CRM Docs:Â – Sales Docs:Â – Forecast report: […]
In this video, learn how to create and manage access rights for your Inventory team. 00:00 – Intro 01:00 – Warehouse manager profile 03:00 – Warehouse operator profile 04:31 – Manage purchase orders 05:17 – Validate reciept **Check out more Odoo tutorials** – Inventory tutorials: – Barcode basics:  – Barcode: Receipts and Deliveries **App documentation** […]
In this video, learn how a construction company uses Odoo to manage its daily business processes. From sales and timesheets to material purchasing and project management, Odoo covers all the operations needed to sell, plan, and track a construction project. 0:00 – Introduction 1:40 – Settings 4:52 – Project Tasks 1:40 – Logged Hours for SOs 1:40 […]
In this video, learn how to use voice and video calls with Odoo Discuss. 0:00 – Intro 0:45 – Creating a Group Chat 1:32 – Adding a Chat Description 1:44 – Group Chat Members 2:00 – Inviting Internal and External Users 2:20 – External User Chat Portal 2:54 – Starting a Voice Call 4:05 – […]
In this video, learn how to send direct messages to other database users with Odoo Discuss. Intro: 0:00 Direct Messages in Apps: 0:52 Discuss App Walkthrough: 2:21 Conclusion: 4:26 **Check out more Odoo tutorials** Odoo Discuss – Channels: Chatter Basics: WhatsApp Basics: Odoo Calendar: **App documentation** – All docs – Odoo Discuss: **See what Odoo […]
In this video, learn the basics of Access Rights, Record Rules, and User Groups. Intro – 00:00 User Groups – 00:48 Access Rights – 01:52 Record Rules and Visibility – 02:23 Solving Common Issues – 03:04 Outro – 04:35 **Check out more Odoo tutorials** – Group Access rights:Â – Studio tutorials:Â – Multi company basics: […]
In this video, learn how to setup access rights for members of your accounting team. Intro – 00:00 Create Accountant Profile – 01:23 Create Billing Clerk Profile – 04:10 Workflow #1 – 05:55 Workflow #2 – 07:10 **Check out more Odoo tutorials** – Group Access rights:Â – Accounting tutorials:Â – Multi company and branch management:Â […]
In this video, learn how to do use packages to move, store, and track products throughout your warehouse! Introduction – 0:00 Configuration – 1:13 Putting Products in Packages – 1:30 Configuration for Moving Packages – 3:59 Packages in Storage Locations – 5:23 Conclusion – 8:33 **Check out more Odoo tutorials** – Shipping Labels: – Batch Picking: – […]