Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
In this video, we’ll walk you through the Odoo 19 Dashboard, where you can monitor sales, purchases, accounting, inventory, and more – all from a single screen. Learn how to customize dashboards, track KPIs, and analyze real-time business performance effortlessly. Whether you’re a small business owner or an ERP user, Odoo 19’s dashboard helps you […]
Closing your books is one of the most important tasks in accounting. Once transactions are finalized, you don’t want anyone to accidentally (or intentionally) make changes to past records. That’s where Lock Dates in Odoo 18 come in! Lock Dates are essential for businesses of any size. They protect your books, give confidence in your […]
The “Closest Location” removal strategy in Odoo 18 is a method to optimize picking operations by selecting products from the storage location that is physically closest to the picking area. This strategy aims to minimize travel distance and time within the warehouse, leading to increased efficiency and productivity. How it Works: Location Sequencing: Assign alphanumeric […]
In Odoo, preventing the sale of zero-priced products is a valuable feature that helps maintain accuracy and avoid potential issues. Here’s how you can implement this: 1. Enable the Feature: Navigate to Website — Configuration — Settings. Under the Shop – Products section, enable the Prevent sale of zero-priced products option. 2. Configure Redirect URL: […]
FIFO (First In, First Out) is a common inventory valuation method where the oldest inventory items are sold first. In Odoo, you can configure this strategy for specific product categories to ensure accurate cost calculations and financial reporting. How to Set Up FIFO Removal Strategy in Odoo: Define Product Categories: Create product categories to group […]
Global discounts in Odoo 18 POS allow you to apply a single discount to the entire order. This is particularly useful for promotions, seasonal sales, or customer loyalty programs. Here’s how to configure and apply global discounts: 1. Enable Global Discounts: Navigate to Point of Sale: Go to Point of Sale — Configuration — Point […]
Clean Up Your Contact List: A Guide to Deduplication in Odoo 18 Keep your contact database organized and efficient with Odoo 18’s powerful deduplication tool. This video will show you how to identify and merge duplicate contacts, ensuring a clean and accurate contact list. Key Topics Covered: Understanding Duplicate Contacts Accessing the Deduplication Menu Configuring […]
Access Rights in Odoo 18: A Comprehensive Guide Odoo 18 offers a robust access control system that allows you to granularly define permissions for different user groups, ensuring data security and operational efficiency. Key Concepts: * Security Groups: These groups categorize users based on their roles and responsibilities. Each group is assigned specific permissions. * […]
In Odoo, an eWallet is a digital payment solution integrated into the Odoo platform to help businesses and users store funds, process transactions, and manage their finances directly within the system. It acts as a virtual wallet that can hold and manage funds for different purposes, streamlining payments and financial operations. Digital Balance Management: Users […]
Streamline Your Procurement Process: Mastering Purchase Order Approvals in Odoo 18 Learn how to efficiently manage and control your purchase order approvals in Odoo 18. This video will guide you through the step-by-step process of setting up approval workflows, assigning approvers, and tracking the progress of purchase orders. Key topics covered: – Configuring approval workflows […]
