Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
Learn how to manage bank transactions and synchronize your bank account in Odoo Accounting. – Test your knowledge on bank transactions and synchronization: – Expand your knowledge on Invoicing and Accounting: – Deep dive into Odoo Accounting with official Odoo documentation on bank transactions and synchronization: Chapters: 00:00 Intro 00:42 Transaction overview and chatter 02:10 Bank statements 03:19 Bank […]
Learn how to reconcile bank transactions in Odoo Accounting. – Test your knowledge on bank reconciliation: – Expand your knowledge on Invoicing and Accounting: – Deep dive into Odoo Accounting with official Odoo documentation on bank reconciliation: Chapters: 00:00 Intro 00:31 Transaction journal entries 01:55 Transaction overview 03:34 Reconciliation examples 06:50 Edit and unreconcile transactions 07:31 Outro #Bank #reconciliation […]
Learn how to manage bank reconciliation models in Odoo Accounting. – Test your knowledge on bank reconciliation models: – Expand your knowledge on Invoicing and Accounting: – Deep dive into Odoo Accounting with official Odoo documentation on bank reconciliation: Chapters: 00:00 Intro 00:40 Reconciliation model overview 01:56 Reconciliation model form view 04:17 Reconciliation model use 05:44 Automatic reconciliation model […]
Learn how to access and navigate Odoo Spreadsheet so you can work with and analyze live Odoo data. Expand your knowledge on Odoo Spreadsheet and Odoo Dashboards: Deep dive into Odoo Spreadsheet and Odoo Dashboards with official Odoo documentation: Watch more tutorials on Odoo Spreadsheet and Odoo Dashboards: Chapters: 00:00 Intro 01:04 Creating, opening or uploading a spreadsheet […]
Learn how to insert an Odoo chart into an Odoo spreadsheet so you can visualize and analyze live Odoo data. Expand your knowledge on Odoo Spreadsheet and Odoo Dashboards: Deep dive into Odoo Spreadsheet and Odoo Dashboards with official Odoo documentation: Watch more tutorials on Odoo Spreadsheet and Odoo Dashboards: Chapters: 00:00 Intro 00:34 Prepare the […]
Learn how to access and navigate Odoo Dashboards to track KPIs and gain insights into your business. Expand your knowledge on Odoo Spreadsheet and Odoo Dashboards: Deep dive into Odoo Spreadsheet and Odoo Dashboards with official Odoo documentation: Watch more tutorials on Odoo Spreadsheet and Odoo Dashboards: Chapters: 00:00 Intro 00:42 The main Odoo Dashboards interface […]
Learn how to insert an Odoo list into an Odoo spreadsheet so you can work with and analyze live Odoo data. Expand your knowledge on Odoo Spreadsheet and Odoo Dashboards: Deep dive into Odoo Spreadsheet and Odoo Dashboards with official Odoo documentation: Watch more tutorials on Odoo Spreadsheet and Odoo Dashboards: Chapters: 00:00 Intro 00:35 Prepare the […]
In this video, learn what in-app purchase credits are for and how to get them. **Check out more Odoo tutorials** – Multi-Company Basics:Â – Multi-Company Transactions:Â – Vendor bill digitization:Â **App documentation** – Contacts:Â – Multi-company:Â – In-app purchases:Â **See what Odoo can do for you!** – Schedule a demo:Â – Start a free trial:Â […]
Learn how to configure and manage bookings for your point of sale. – Test your knowledge on booking: – Expand your knowledge on Point of Sale: – Deep dive into Odoo Point of Sale with our Odoo documentation on booking: Chapters: 00:00 Intro 00:32 Settings and Appointment type 7:29 Booking management 09:15 Outro #Booking #Odoo #Point #Sale
In this video, learn how to create custom activities with Odoo CRM. **Check out more Odoo tutorials** – CRM Activities Automations and Reporting:Â – CRM Scheduling Activities:Â – CRMÂ Lead & Opportunity Basics:Â **App documentation** – Pipeline Analysis:Â – Email templates:Â – Merge similar leads and opportunities:Â **See what Odoo can do for you!** – Schedule […]