Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
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: – CRM Basics: – Sales teams: **App documentation** – CRM Docs: – Sales Docs: – 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** […]
Learn how to create a Sales Order in Odoo 19 using a real-world example. In this video, we walk through the step-by-step process of managing a customer request, adding products, setting delivery dates, and confirming the order in the Sales module. This tutorial is designed for sales managers, business owners, and anyone new to Odoo […]
In this video, you will learn how to create and manage Sales Teams in Odoo 19. We’ll go through the complete setup process including creating a new sales team, assigning a team leader, adding salespersons, and enabling pipelines or leads. What you’ll learn: How to create a new Sales Team in Odoo 19 Assigning a […]
In this video, we’ll walk you through the Odoo 19 Dashboard, where you can monitor sales, purchases, accounting, inventory, and more – all from a single screen. Learn how to customize dashboards, track KPIs, and analyze real-time business performance effortlessly. Whether you’re a small business owner or an ERP user, Odoo 19’s dashboard helps you […]
🚀 Curious about Odoo? Get the full picture in just 10 minutes! This fast-paced, essential guide breaks down what Odoo is, why it’s revolutionising business management, and how it can streamline your entire operation. Stop juggling multiple software solutions! Odoo is the all-in-one ERP that brings sales, accounting, inventory, HR, website, and more under a […]
“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 […]
Learn how to easily generate and analyze the Trial Balance Report in Odoo 18 to keep your accounting accurate and organized. In this tutorial, we’ll show you how to: Access the Trial Balance Report Set date ranges and filters Understand debit and credit balances Ensure your accounts are balanced before closing the period Perfect for […]
Timesheet Calendar View Provides a calendar view within My Timesheets and All Timesheets. Enables creating timesheet entries directly from the calendar. Supports filtering and reporting by Employee, Project, and Task. #Odoo19 #TimesheetCreation #OdooTutorial #CalendarView #OdooFunctional #TimesheetManagement #OdooTraining #BusinessAutomation #ProductivityTools #odootips Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: / cybrosys ➡️ LinkedIn: […]