Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
In Odoo 18 CRM, the Win and Loss features help track the success of leads and opportunities. These features allow sales teams to manage their pipeline efficiently by marking deals as won or lost. Win a Deal in Odoo 18 CRM Go to CRM Module: Navigate to the CRM module from the Odoo dashboard. Open […]
In Odoo 18, the Shop Floor module enhances the Manufacturing app by providing a visual interface for managing Manufacturing Orders (MOs) and Work Orders (WOs). It enables manufacturing employees to track time spent on tasks and streamlines the production process. Key Features of the Shop Floor Module: Visual Management of Orders: Offers a dashboard displaying […]
The Recruitment Analysis report in Odoo 18 provides valuable insights into your hiring performance. Key Features: Track Applicant Flow: Monitor the progress of applicants through the recruitment pipeline. Analyze Hiring Trends: Identify trends in application volume, time-to-hire, and hiring success rates. Identify Bottlenecks: Pinpoint areas in the recruitment process that are causing delays. Measure Recruitment […]
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 (➕) 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, an SLA (Service Level Agreement) is typically used in the context of customer support, project management, or service contracts. It defines the commitments and timeframes agreed upon between a company and its clients for providing services or resolving issues. Odoo does not have a dedicated SLA module out-of-the-box, but SLA functionality can be […]
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 […]
Cross-docking is a logistics practice that involves unloading materials from incoming transport and loading them directly onto outbound transport with minimal or no storage in between. In Odoo 18 (or similar versions), cross-docking can be implemented through the Inventory and Purchase modules with proper configuration. Here’s a guide on how to set up and use […]
Streamline Product Changes with Odoo 18! ⚙️ Learn how to create and manage Engineering Change Orders (ECOs) effectively in this tutorial. 🔄 We’ll guide you through the entire process, from defining the change to tracking its progress and ensuring smooth implementation. 🚀 Improve product quality, reduce errors, and accelerate time-to-market with Odoo’s powerful ECO management […]
Odoo 18 provides a flexible system for managing user access rights, ensuring data security and efficiency within your accounting operations. Here’s a breakdown of the key aspects: User Types Internal User: This is the default user type for employees within your organization. Internal users have access to various modules and functionalities based on their assigned […]
An Allocation Report for Manufacturing Orders in Odoo 18 provides an overview of the availability and allocation of materials required for production. This report is useful for tracking the status of raw materials, ensuring all components are available to complete manufacturing processes efficiently. Purpose of the Allocation Report Material Planning: Helps identify shortages or overstock […]
