Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
1. Understanding PDC Workflow A Post Dated Cheque (PDC) is a cheque issued with a future date. It should not be considered as received cash until the date arrives and the cheque is cleared by the bank. Basic Workflow in Odoo 18 Receive the PDC – Record it as a pending transaction. Hold in a […]
In Odoo, a helpdesk report provides valuable insights into your support operations. Here’s a breakdown of how to access and interpret helpdesk reports in Odoo: Accessing Helpdesk Reports Navigate to the Helpdesk Application: Open your Odoo instance. Click on the “Helpdesk” application icon. Go to Reporting: In the Helpdesk application, look for the “Reporting” menu. […]
Welcome to our Odoo 18 tutorial! In this video, we’ll walk you through the process of setting up and managing referral points within Odoo 18. Referral programs are a great way to encourage customers to spread the word about your business and reward them for bringing in new clients. We’ll cover: How to enable and […]
In Odoo 18, CRM Scheduling Activities helps users efficiently manage follow-ups, meetings, calls, and tasks to ensure timely engagement with leads, opportunities, and customers. Here’s how you can schedule and manage activities in the CRM module. 1. Scheduling an Activity in CRM Step 1: Navigate to CRM Go to CRM from the main Odoo menu. […]
In Odoo 18 POS (Point of Sale), Inventory Management is seamlessly integrated with the Odoo Inventory module to ensure real-time stock updates and efficient product tracking. Here’s how inventory management works within Odoo 18 POS: 1. Real-time Stock Updates Odoo POS is connected to the Inventory module, meaning sales transactions immediately affect stock levels. If […]
In Odoo 18 CRM, a Lead represents a potential business opportunity. It is an unqualified prospect that can later be converted into an opportunity and assigned to a salesperson. Key Features of Leads in Odoo 18 CRM Lead Generation Leads can be created manually or automatically via web forms, emails, or integrations. Can be generated […]
This Odoo 18 tutorial explores the comprehensive employee offboarding process. We’ll walk through: Navigating to the employee record Archiving the employee Selecting departure reasons and adding details Closing related activities (appraisals, contracts, company cars, time off, etc.) Managing HR information and access (including sending access links) Understanding the offboarding workflow and best practices. Ensure compliance […]
This Odoo 18 Recruitment tutorial covers the process of refusing applicants. We’ll walk through: Navigating to applicant records Refusing applicants with custom reasons Creating and modifying refusal reasons Configuring email templates for rejection notifications Viewing refused applicants Improves your applicant management and ensures a smooth recruitment experience. #Odoo18 #OdooRecruitment #Recruitment #HR #ERP #BusinessSoftware #Tutorial #OdooTutorial […]
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 Survey module is a powerful tool designed to create, manage, and analyze surveys efficiently. It allows users to collect feedback, conduct assessments, and engage with customers, employees, or students. Key Features of Odoo 18 Survey Module 1. Easy Survey Creation Drag-and-drop interface to create surveys. Supports multiple question types (MCQs, text, […]
