Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
Sub-task Smart Button When viewing a parent task, you’ll see a smart button showing the total number of sub-tasks (including how many are done or canceled). Clicking that button brings up the list of sub-tasks. Odoo In certain views—like the All Tasks list or Kanban—sub-tasks can be shown or hidden using an “eye” icon. Clicking […]
If you’re seeing an “allocation warning” in Odoo 19, it’s probably related to the Time Off (Leaves) module—specifically, warnings shown when there’s no valid leave allocation to cover a leave request. This issue, reported for Odoo 17, is likely still relevant in 19. Let me break it down: This likely stems from internal validation: you may […]
A talent pool is essentially a database or group of potential candidates that an organization keeps in mind for current or future job openings. Think of it as a “bench” of ready-to-go people — not all of them might be actively applying for jobs, but they’ve shown interest, matched certain skill criteria, or been identified […]
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: – Studio tutorials: – 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: – Accounting tutorials: – Multi company and branch management: […]
In Odoo 19, the custom lot/serial number functionality is used to enhance traceability and tracking of products throughout your supply chain. Here’s a breakdown of its purpose: 🔍 What is a Lot/Serial Number in Odoo? Lot Number: Identifies a batch of products produced or received at the same time. Serial Number: Identifies an individual unit […]
In this video, learn how to set up and so multi-company transactions in a single database in Odoo. 0:00 – Intro 1:26 – Enable Inter-Company Transactions 2:40 – Buyer Company Configuration 3:50 – Buyer’s Accounting Journal Configuration 4:45 – Seller Company Configuration 5:34 – Seller’s Accounting Journal Configuration 6:28 – Pricelist Configuration: Buyer & Seller […]
In this video, learn how to edit articles. Other lessons related to this video: – Check out more tutorials on Knowledge: Need more information about this topic in the documentation? Discover Odoo or schedule a demo #Edit #content #Odoo #Knowledge