Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
Boost Employee Engagement with Rewards in Odoo 18 Referrals This video shows you how to effectively manage and utilize the Rewards feature within the Odoo 18 Referrals app. Learn how to: Create and configure rewards: Define rewards, setpoint values, and manage reward availability. Redeem rewards: Guide employees on how to redeem their earned referral points. […]
In this video, we’ll walk you through the Bank Reconciliation process in Odoo 18 Accounting. Bank reconciliation is essential for ensuring your accounting records align with your bank statements, helping you prevent fraud, reduce errors, and maintain accurate financial records. With Odoo’s smart reconciliation tools, you can efficiently match transactions and stay on top of […]
In this video, we’ll guide you through the Discount Code feature in the Odoo 18 Sales module. This feature allows businesses to create and manage discount promotions effortlessly, helping them attract customers, boost sales, and enhance marketing strategies. With discount codes, you can easily apply percentage-based, fixed-amount, or product-specific discounts. What You’ll Learn: ✨ 💳 […]
Frontdesk Overview in Odoo refers to the module or feature designed to manage visitor check-ins, appointments, and front office operations. It is useful for businesses, hotels, hospitals, and corporate offices to streamline their reception processes. Key Features of Frontdesk in Odoo Visitor Management Register visitor details (name, contact info, company, purpose). Print visitor badges. Track […]
Streamline your employee lunch program with Odoo 18’s Lunch app! This video tutorial focuses on the essential building blocks of your lunch menu: Products and Product Categories. Learn how to create and manage your lunch offerings, from individual dishes and drinks to organizing them into easily navigable categories. We’ll show you how to define product […]
Vendor management in the Lunch app of Odoo 18 is the central hub for managing all aspects of the restaurants or caterers that provide food for your employees. It streamlines the process of adding, organizing, and interacting with your food vendors, ensuring a smooth and efficient lunch program. Here’s a breakdown of what vendor management […]
‘Operation Type’ is the term used to describe several inventory operations. It can be picked up from the warehouse to deliver goods to customers. Or it can be a receipt to the warehouse or moving goods from one warehouse to another. Receipts, Internal Transfers, Delivery Orders, Manufacturing, Resupply Subcontractor, PoS Orders, Repairs, Dropship and Dropship […]
In this video, we’ll guide you through Wave Transfers in the Odoo Inventory module. Wave Transfers allow you to group multiple internal transfers into one, streamlining your warehouse operations. By grouping similar items together, you can reduce travel time and increase picking efficiency, which is especially useful for e-commerce warehouses that handle many orders daily. […]
In Odoo 18, configuring access rights for Manufacturing Orders involves setting permissions for users or groups to control their interaction with manufacturing data. Here’s how to manage these access rights: Activate Developer Mode: Navigate to the Settings app. Scroll to the bottom and click on Activate the developer mode. Access User Management: In the Settings […]
In Odoo 18, you can configure an authorized signatory on invoices by adding a signature field to your invoice templates. Here’s how to set it up: Access the Invoicing Module: Navigate to the Invoicing module from the Odoo dashboard. Modify the Invoice Report Template: Go to Configuration — Templates. Locate the invoice report template, typically […]