Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
In this video let’s check how to manage security groups and access rights in Odoo 17 ERP. Security access in Odoo is configured through security groups in Odoo. Permissions are given to groups and users are assigned to particular groups. #odoo17 #odoo17features #odoodevelopment #odootutorials Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: […]
Let’s see how to change a customer from a sales order. 1. Create a sale order. 2. keep in mind that, the customer can only change if the sales order is recurring. 3. move to the quotation list choose the sale order and goto actions now select change customer. 4. it’s effortless to change customers […]
Odoo provides some extra tools to increase employee productivity and keep your files organized, making those paperless and less time-consuming. In this webinar, we will be introducing some extra tools in odoo including Documents, Dashboards, Spreadsheets, Data Cleaning, Knowledge, Discuss, Calendar, Notes, and VOIP. Video Chapters 01:33 Agenda 10:00 Dashboard Module 17:04 Document Modules 47:58 Document Request […]
Imagine you are managing a small sales team at a retail store selling electronic gadgets like smartphones and laptops. #odoo16 #odoosales #odoofunctionalvideos Video Chapters 00:00 – Introduction 00:39 – Configure Sales Team 03:51 – Configure Lead & Quotation 08:41 – Sales Team You set a monthly sales target for each salesperson. For instance, each team member […]
Go to pos.open configuration settings.enable the Kisok mode, which allows the customer to order from Kisok. There 2 modes in kisok pickup counter and service at the table.enabling kisok also allows customers to customize the kiosk image and set it as a background.you can also set the eat mode and banner. You can also choose the […]
A fiscal year, is a financial reporting period used by businesses, organizations, and governments to track and report their financial performance. #fiscalyear #odooaccounting Video Chapters: 00:00 – Introduction 01:06 – Create Fiscal Year 03:42 – Opening Balance 04:30 – Invoice and Bill Creation, Reconcilation 07:43 – Balance Sheet 09:24 – Retained Earning 11:48 – Lock […]
Marketing automation refers to the use of technology and software to automate various marketing tasks and processes. This approach streamlines and optimizes marketing efforts, making them more efficient and effective. Marketing automation can be applied to various aspects of marketing, including email marketing, social media marketing, lead generation, customer segmentation, and more. #odoo16 #odoofunctionalvideos #odootutorials […]
“Fleet” typically refers to the management of a company’s vehicles and other assets related to transportation and logistics. Odoo is a comprehensive business management software suite that includes various modules to help organizations manage different aspects of their operations, including fleet management. #odoofunctionalvideos Here are some key features and functionalities related to fleet management in […]
Odoo News Episode – 3 is a war between odoo 16 notes and odoo 17 todo. This video clearly presents how a todo can be converted into a task. The created task can be viewed under the project application. #odoo17 #odoo17features #odoo16 #odoofeatures Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ […]
This is a new feature in odoo 17 CRM and it allows to insertion pipeline into an article/spreadsheet. #odoo17 #odoo17features #odoofunctionalvideos #odoocrm Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ Instagram: ➡️ Pinterest: #Insert #Pipeline #Spreadsheet #Article #Odoo #CRM #Odoo #Features
