Learn how to create a survey in Odoo 18 step by step. In this video, we’ll show you how to set up a new survey, add different question types, apply scoring or conditional logic, and share it with your audience. Whether you want to collect customer feedback, employee responses, or market research data, Odoo’s Survey […]
The General Ledger Dashboard in *Odoo 18* gives you a complete overview of all your company’s accounts in one place. In this video, we’ll walk you through how Odoo organizes your ledger with debits, credits, and balances across accounts like cash, receivables, payables, sales, and taxes. You’ll learn how to drill down into journal items, […]
Tired of manual expense reports piling up? Odoo 18 provides a powerful and intuitive system for managing and approving expenses, bringing clarity and control to your financial workflows. This video is your essential guide to efficiently reviewing, approving, and rejecting employee expenses. We’ll show you how Odoo 18 empowers finance teams and managers to: Quickly […]
Struggling with disorganised product data or outdated pricing? Odoo 18’s Product Catalogue is your solution! This video demonstrates how to efficiently manage your entire product range, helping you: Streamline order processing. Ensure consistent pricing across all channels. Improve inventory accuracy. Enhance customer experience with detailed product information. Transform your product management with Odoo 18 and […]
Planning a successful event involves managing speakers, their proposals, and a well-structured agenda. Odoo 18’s Events app provides powerful tools to streamline this process! In this video, we’ll show you how to manage effectively: Talk Proposals: Collect and organise speaker submissions directly within Odoo. Speaker Management: Keep track of speaker details, bios, and contact information. […]
This video shows the central interface for setting up and managing a new project. It allows you to name your project, add tags to organize it, and link it to a company. You can also assign a project leader and set the planned start and end dates, as well as track how much time is […]
In Odoo, managing gift cards is possible through custom modules or by using available configurations in the Sales, Point of Sale (POS), or eCommerce modules. Gift cards in Odoo allow businesses to provide store credit or prepaid value to customers, which they can redeem for products or services, either online or in-store. Key Features of […]
The top bar in Odoo 18 Projects is a crucial component that provides quick access to various functionalities within the project management module. It is designed to enhance user experience and streamline project navigation. Key Elements of the Top Bar: 1. Project Name: The project name is displayed prominently at the top left corner, indicating […]
The employee login screen in Odoo 18 POS is a feature that allows you to restrict access to the Point of Sale (POS) system to specific employees. This is crucial for maintaining security, tracking employee performance, and ensuring accountability. How it Works: Enable the Feature: You activate this feature in the Odoo 18 POS […]