Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
Subscription renewal in Odoo 18 is the automated or manual process of extending a customer’s access to a subscription-based product or service for another billing cycle. It’s the mechanism that keeps recurring revenue flowing and ensures continued customer access. Here’s a breakdown of what subscription renewal in Odoo 18 offers: Automated Renewals: Odoo can automatically […]
To-do To-do assists you in organizing and managing personal tasks. Creating to-dos To create a to-do, click New or the plus button (âž•) next to a stage name. Add a title to your to-do, then click Add to save it or Edit to access more options. If you choose to Edit a to-do, you have the option to add Tags, Assignees, or more information using […]
In Odoo, handling consignment (buying and selling stock without owning it) involves specific configurations to manage inventory and financial transactions effectively. Below are the steps to set up consignment operations in Odoo: 1. Set Up Consignment Locations Consignment stock typically requires separate inventory locations. Create Vendor Location: Go to Inventory → Configuration → Locations. Create […]
In this video, we’ll guide you through the new import feature in Odoo 18, which allows you to import images and other binary files directly along with your data. Previously, this required custom scripts or manual uploads, but now, you can include images directly when importing files, making the process easier, faster, and more efficient. […]
Odoo 18 Event Templates: Streamlining Event Planning Event Templates in Odoo 18 are pre-configured settings that streamline the creation of recurring or similar events. By utilizing templates, you can save time and ensure consistency across multiple events. Key Features: Predefined Settings: Templates allow you to pre-configure key event details, such as: Event Types: (e.g., Conference, […]
Rule-based assignment in Odoo 18 CRM automates the process of assigning leads to specific salespersons or teams based on predefined criteria. This helps streamline lead distribution, ensuring leads are handled by the most appropriate individuals. To set up rule-based assignment: Enable Rule-Based Assignment: Go to CRM ‣ Configuration ‣ Settings. Activate the Rule-Based Assignment option. […]
Odoo 18, package reservation is a crucial feature for efficient inventory management, especially when dealing with products that are packaged in specific units. It ensures that the right quantity of packages is reserved for outgoing shipments, preventing stockouts and improving order fulfillment accuracy. Key Points: Product Packagings: To enable package reservation, you need to define […]
Creating Tasks from the Odoo 18 Website App 1. Install Necessary Modules: Ensure the following modules are installed in your Odoo database: Website Project 2. Create a Website Page: Go to Website Pages and create a new page. Give it a suitable name and URL. 3. Add a Form Building Block: In the website editor, […]
1. Access the Website Builder Log in to your Odoo 18 backend. Navigate to Websites — Website Builder. 2. Add a Newsletter Block In the website builder, locate the Newsletter block. Â Drag and drop the Newsletter block into the desired location on your webpage. Â 3. Configure the Newsletter Block Select a Mailing List: […]
Find the Job Opening: Browse the Odoo careers page or use their job search function to find positions that match your skills and interests. Â Review Job Description: Carefully read the job description to understand the role’s responsibilities, required qualifications, and desired skills. Prepare Your Application: Resume: Tailor your resume to highlight the skills and […]