Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
In this video, learn how to use scheduled actions in the Odoo Subscriptions app. **Check out more Odoo tutorials**- Subscriptions:  **App documentation** -Scheduled Actions:  -Models and Basic Fields:  – All Subscriptions docs:  **See what Odoo can do for you!** – Schedule a demo:  – Start a free trial:  #Scheduled #actions #Subscriptions #Odoo […]
In this video, learn how to upsell subscriptions in the Odoo Subscriptions app. **Check out more Odoo tutorials**- Subscriptions:  – Subscriptions basics:  **App documentation** – Upsell subscriptions:  – Quotation templates:  – All Subscriptions docs:  **See what Odoo can do for you!** – Schedule a demo:  – Start a free trial:  #Upsell #Subscriptions #Odoo #Subscriptions
In this video, learn how to configure and sell recurring products on Odoo’s Subscriptions app. We’re going to walk through creating a quotation for a new subscription and how to set up recurring payment plans. For more on how to sell recurring products and services, check out the other tutorials in our Subscriptions app: – Renew […]
In this video, learn about how you can control your vendor bills with the Purchase app. Other lessons related to this video: – Purchase Basics and Your First Request for Quotation:  Alternative RFQs:  – Blanket Orders **See what Odoo can do for you!** – Schedule a demo:  – Start a free trial: #Bill #Control #Odoo #Purchase
Automatic transfers in Odoo 17 Accounting are a powerful tool that can streamline your financial processes and reduce manual data entry. They allow you to automatically move funds between bank accounts based on specific conditions or schedules. Types of Automatic Transfers: Scheduled Transfers: These transfers are triggered at predefined intervals, such as daily, weekly, or […]
In this video, learn how to manufacture products using components that must also be manufactured. 0:00 Introduction 1:16 Product configuration 3:18 Create sub-assembly MO 4:35 Sub-assembly planning 6:30 Conclusion **Check out more Odoo tutorials** – Bill of Materials Basics: www.youtube.com/watch?v=Z9i6Bgr2K_Y&list=PL1-aSABtP6ADCBK2-v4_EyzAuFwx6Owks&index=3 – Manufacturing:  **App documentation** – Bill of Materials: www.odoo.com/documentation/17.0/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.html – All Manufacturing docs: www.odoo.com/documentation/17.0/applications/inventory_and_mrp/manufacturing.html **See what […]
In this video, learn how to manage recurring orders from a single supplier using blanket orders. 0:00 – Introduction 0:54 – Create blanket order 2:55 – Create RFQ/Orders 4:42 – Reporting 5:44 – Bill Blanket Purchase Order 7:36 – Conclusion Other lessons related to this video: RFQ basics: Alternative RFQs: **See what Odoo can do […]
Having appropriate product images in Odoo is useful for a number of reasons. However, if a lot of products need images, assigning them can become incredibly time-consuming. Fortunately, by configuring the Google Custom Search API within an Odoo database, finding product images for products (based on their barcode) is extremely efficient. Configuration In order to utilize Google Custom […]
In this video, learn about how to control your purchases with approvals and warnings. 0:00 – Introduction 0:47 – PO Approval Setup 1:23 – Configure User Settings 2:12 – Warnings Setup 4:08 – Blocking Message Setup 5:03 – Warnings and Blocks 🛑 6:17 – Approve RFQ 6:50 – Conclusion Other lessons related to this video: […]
Return for Exchange in Odoo is a process where a customer returns a product to a company and receives a different product in exchange. This feature is typically found in inventory management modules and allows for seamless handling of product returns and exchanges. Here’s a breakdown of the process: – Customer Initiates Return: The customer […]