Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
In this video, learn how to use Odoos filtering and views to manage how information appears per app. **Check out more Odoo tutorials** – Create an Odoo Database: – Odoo Calendar: – Chatter Basics: **App documentation** – All docs: – Filters: – Views and Reporting: **See what Odoo can do for you!** – Schedule a […]
In this video, learn about setting up multiple company databases in Odoo! **Check out more Odoo tutorials** – Accounting for Multi-company and Branch:Â – Chart of Accounts:Â – Taxes and VAT: **App documentation** – Multi-company:Â –Â Multi-company accounting: **See what Odoo can do for you!** – Schedule a demo:Â – Start a free trial:Â #MultiCompany #Basics […]
In this video, learn what the “Chatter” is on Odoo, and how to use it to send messages and log notes. 0:00 – Intro 0:31 – Viewing a records chatter 0:55 – React & save chatter entries 1:19 – Managing followers 2:17 – Sending emails from chatter 2:44 – Internal messages & notes 4:04 – […]
The AI Module in Odoo 19 represents a major leap in business automation and intelligence within the ERP ecosystem. Designed to enhance productivity and streamline operations, this module brings cutting-edge artificial intelligence directly into everyday workflows. With Odoo 19, AI is deeply integrated across multiple modules, including Sales, CRM, Accounting, Inventory, and Marketing , allowing users […]
In this video, learn how to used canned responses in Odoo! 0:00 – Intro 0:40 – Manage & configure canned responses 0:59 – Creating a new canned response 2:39 – Adding authorize groups 4:07 – Using canned responses in Helpdesk 5:10 – Using canned responses in Discuss 5:40 – Conclusion **Check out more Odoo tutorials** […]
In this video, learn how to schedule meetings using Odoo Calendar. Intro: 0:00 Scheduling in chatter: 0:29 Scheduling in calendar: 1:14 Event configuration: 2:15 Sending calendar invites: 5:00 View scheduled event in chatter: 6:04 Conclusion: 6:13 **Check out more Odoo tutorials** – Contacts: – Schedule Activities: **App documentation** – Activities: – All docs: **See what Odoo […]
In this video, learn how to schedule activities in Odoo from the chatter and Kanban view. We’ll also touch on activity types, triggering activities, and creating custom activities. Intro: 0:00 Activity icons: 0:41 Activities pop-up window: 1:23 Activities dashboard: 1:50 Filtering activities: 2:50 Completing and creating activities: 3:21 Creating custom activity types: 5:05 Conclusion: 8:20 **Check […]
In today’s video, we’re exploring one of the most exciting AI-powered features in Odoo 19 — Email Template Generation. This new update lets you use AI prompts directly inside your email templates to instantly create personalized, professional, and engaging messages — all without leaving Odoo. What You’ll Learn in This Video ✨ 💡 How to […]
In today’s video, we’re exploring Dropshipping in Odoo 19 — how it works from both an operational and accounting perspective. When a customer places an order on your website, Odoo automatically creates a purchase order to your vendor, who then delivers the product directly to your customer. It’s a seamless, automated flow that saves time […]
In today’s video, we’re exploring how to manage employee evaluations in Odoo 18 using the Appraisals app. This powerful tool helps HR teams and managers track performance, set clear goals, gather feedback, and recognize employee achievements — all in one place. What You’ll Learn in This Video ✨ 👥 How to configure appraisal frequency and […]