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. 0:00 – Introduction 0:54 – Overview […]
In this video, learn how to manage contacts in Odoo. **Check out more Odoo tutorials** – 1.g Odoo Calendar (not live yet) – 1.d Schedule Activities – 1.e Odoo Discuss: Direct Messages & Voice/Video Calls **App documentation** – Import/export contacts: – All docs: **See what Odoo can do for you!** – Schedule a demo: – Start […]
In this video, learn how to navigate an Odoo database. Explore menu options, settings, navigating records, and go over what the chatter is. 0:00 – Intro 0:24 – Main Odoo Dashboard 2:40 – Global Search 3:33 – Dark Mode 3:58 – Profile Settings 6:17 – Account Security 6:46 – App Dashboard 8:38 – Search, Filter, […]
In this video, learn how to manage package flow during 3-step delivery — nicknamed “pick, pack, ship.” Featuring the Barcode app! 0:00 – Intro 0:53 – Configuration 1:53 – Set 3-Step Delivery 2:37 – Move Entire Package 3:21 – Print Package Barcode Automatically 4:15 – Confirm Sales Order 4:42 – Picking 5:16 – Pick with the […]
In this video, learn how to fulfill orders with cluster picking, a more advanced form of batch picking. 0:00 – Intro 1:12 – Configuration 1:59 – Configure 2-Step Delivery 2:36 – Configure Cluster Package 3:35 – Create Cluster Batch 4:28 – Process Cluster Batch 6:50 – Delivery 7:47 – Package Traceability 8:16 – Conclusion  **Check out […]
Learn the basics of using a packages in the outbound and inbound process flows. Use the convenient “Put in pack” button in Odoo to quickly place all products in a sales order in a package. This additional traceability feature is useful for businesses that use packages (e.g. pallets, boxes) to move groups of products in  the warehouse. 0:00 – […]
In this video, learn how to create an Odoo Database, install applications, and add demo data. **Check out more Odoo tutorials** – Navigate in Odoo – Chatter Basics – Odoo Discuss: Direct Messages & Voice/Video Calls **App documentation** – Apps and modules: – Developer mode: **See what Odoo can do for you!** – Schedule a demo: – Start […]
Discover how large warehouses streamline their order fulfillment with Odoo. Configure clear picking operations to guide employees to storage locations and optimize travel time. 0:00 – Introduction 0:40 – Setup 1:51 – Setup Locations 2:50 – Create SO 3:55 – Add to Batch 4:52 – Batch Transfer 5:33 – Deliver: Stock to Output 6:32 – Deliver: Output to Customer 7:12 – […]
In this video, learn the ins and outs of manufacturing orders and the work orders within them. 0:00 Introduction 0:48 Create manufacturing order 3:08 MO components 3:27 MO work orders 4:05 Scheduled date 4:28 Confirm MO 5:30 Process work orders **Check out more Odoo tutorials** – Manufacturing Basics: – Manufacturing playlist: **App documentation** – All Manufacturing docs: […]
In this video, learn how to add (and customize) survey questions and sections using the Odoo Surveys application. 00:00 – 00:35 Introduction 00:36 – 02:17 Add Questions 02:18 – 03:59 Question Types 04:00 – 05:08 Answers 05:09 – 08:50 Options 08:51 – 09:58 Sections 09:59 – 10:12 Conclusion **Check out more Odoo tutorials** – Survey […]