Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
Reply to a specific message and/or forward it to the desired recipients. If the recipient hasn’t provided the forwarding, it will do for the followers of the record. If the recipient is mentioned, then the message will go to the recipient #Odoo18 #OdooTutorials #OdooSales #OdooNewFeatures #OdooTips #OdooMessaging #OdooReleaseDate #ERP #BusinessSoftware #ProductivityTips #SoftwareTutorial #CRM #Odoo18Chatter #Odoo18Sales #OdooSales #Odoo18Tutorials #Odoo18Features #Odoo18CRM […]
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 […]
Boost Employee Engagement with Alerts in Odoo 18 Referrals This video demonstrates how to effectively utilize the Alerts feature within the Odoo 18 Referrals app to keep your employees informed and engaged. Key Features: Create and Schedule Alerts: Easily create and schedule important announcements for your referral program. Target Specific Audiences: Display alerts to specific […]
Odoo 18: Streamline Your Meetings with the Meeting Room Module Odoo 18’s Meeting Room module provides a centralized platform for managing meeting room bookings and ensuring efficient meeting scheduling. Key Features: Meeting Room Scheduling: Easily book and manage meeting rooms within your organization. Real-time Availability: View real-time availability of meeting rooms and avoid […]
In Odoo 18, you can customize the checkout process and manage customer accounts to enhance the shopping experience on your eCommerce website. Here’s how to configure these features: Configuring Sign In/Up at Checkout: Odoo allows you to define whether customers can check out as guests or if they must sign in or create an account […]
In Odoo, storno accounting refers to a method of reversing accounting entries by posting a new transaction that negates or offsets the original entry. It is typically used to correct mistakes or adjust previously recorded transactions. The term “storno” comes from the Italian word for “reversal.” How Storno Accounting Works in Odoo When a storno […]
Creating a Customer from an Odoo Website Form 1. Install the Necessary Module: * eCommerce: Ensure this module is installed. It’s essential for enabling customer creation from website forms. 2. Create a Website Form: * Navigate to Website: Go to the Website module in your Odoo backend. * Create a New Form: Design a form […]
Odoo 18 brings a range of new features to the Sales module, designed to streamline processes and enhance efficiency: Quotation Management: Quotation Calculator: Accurately calculate quote prices based on various factors like product costs, discounts, and taxes. Improved PDF Quote Builder: Create professional and visually appealing quotes with a more intuitive design. […]
Discount Codes in Odoo 18 Sales: A Comprehensive Guide Odoo 18 offers robust features to implement discount codes in your sales process, enhancing customer engagement and boosting sales. Here’s a detailed guide on how to set up and utilize discount codes effectively: 1. Setting Up Discount Programs: * Navigate to Promotions: * Go to Sales […]
Shipping Connectors and Methods in Odoo 18 Sales Odoo 18 offers a robust system for managing shipping, both through internal methods and external shipping carriers. This guide will delve into both aspects: 1. Internal Shipping Methods Configuration: Navigate to Inventory — Configuration — Settings. Under the Delivery Methods section, create new methods as needed. Define […]
