Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
In this video, learn how to use the Odoo Documents App to optimize your business. Follow along in this tutorial while an Administrative Department uses Odoo Documents to streamline its business processes. Create Bills from documents, split documents, create a task from a document and learn how to create new actions. **Check out more Odoo tutorials** — […]
In this video, learn how Daring Design, an interior design company, uses Odoo to manage events that they put on to generate leads. We will use Odoo’s Events application, the Ecommerce and Website applications, the CRM application, the Social Marketing Application, the Survey Application, and the Email Marketing Application. **Check out more Odoo tutorials** — […]
Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at In this video, learn how to configure access rights to share your articles. Need more information about Odoo apps? Discover Odoo, schedule a demo, or start your own Odoo revolution for free (no credit card […]
In this video, learn how to add (and customize) survey questions and sections using the Odoo Surveys application. Intro- 00:00 Add Questions – 00:31 Question types – 02:19 Answers – 04:45 Options – 05:54 Sections – 09:31 Conclusion – 10:45 **Check out more Odoo tutorials** –Â Survey playlist:Â **App documentation** – All Survey docs:Â **See what […]
In this video, learn how to create custom KPIs and implement them in your periodic digest emails with Odoo Studio! 0:00 – Intro 0:53 – Digest Email Backend 1:51 – Create a Custom KPI Field 3:37 – Models, Fields, and Code 6:21 – Demo 8:24 – Conclusion **Check out more Odoo tutorials** – Studio playlist: […]
In this video, learn how to do set up lead times so Odoo can recommend you the best dates to order your products! 0:00 – Introduction 2:00 – Lead Times Setup 3:03 – Forecasted Dates & Replenishment 4:18 – RFQ Deadlines 6:30 – Conclusion **Check out more Odoo tutorials** – Vendor Pricelist:Â – Manual reordering […]
In this video, learn how to add vehicles in the Fleet app. **Check out more Odoo tutorials** – HR playlist: **App documentation** – New Vehicles: – Vehicle Models: – Services – Accidents **See what Odoo can do for you!** – Schedule a demo:  – Start a free trial: #Add #Vehicles #Odoo #Human #Resources
In this video, learn how to effectively utilize manufacturing orders and work orders with Odoo MRP. 0:00 – Intro 0:58 – Create a MO 4:05 – Confirm MO 6:10 – Start WO(s) 6:48 – Complete WO(s) 7:00 – Close MO 7:09 – Conclusion **Check out more Odoo tutorials** – Bill of Materials Basics: – MRP playlist: **App […]
In this video, learn how to sell online subscriptions using Odoo! Follow along as we walk through Tecpro’s business flow on Odoo’s Subscription, Sales, Website, Timesheet, and Project apps. **Check out more Odoo tutorials** – Subscription basics: – Subscription playlist: – Website playlist: -Project playlist: **App documentation** – All Subscriptions docs: **See what Odoo can do for […]
In this video, learn how to create Loyalty Programs in Odoo, as well as how to apply rewards to sales orders! TIMESTAMPS 00:00 INTRO 01:04 Configure Promotions, Loyalty & Gift Card 01:58 Loyalty Programs 02:57 Conditional Rules: How to set up loyalty points 05:47 Rewards: How to set up loyalty rewards 07:44 Loyalty Cards 08:20 […]