Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
Dealing with expired or canceled subscriptions? Learn how to close them in Odoo 18 properly! This video solves the common problem of messy subscription records, showing you the clear steps to organize your data. Watch now to improve your subscription workflow! This Odoo 18 tutorial provides a comprehensive guide on how to close subscriptions. We’ll […]
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 […]
Effortlessly Request Time Off in Odoo 18! This video guides you through the process of requesting time off within the Odoo 18 Time Off app. Learn how to: Submit time off requests: Easily request vacation, sick leave, and other types of time off. Specify request details: Set start and end dates, define duration, and add […]
In Odoo 18 Inventory, a reception report is a crucial document that provides a detailed record of incoming goods or products into your inventory. It serves as a valuable tool for businesses to track and manage their inventory effectively. Key Features and Benefits: Accurate Inventory Tracking: The reception report helps maintain accurate stock levels by […]
LIFO (Last In, First Out) is a popular inventory valuation method where the most recently purchased items are sold first. In Odoo 18, you can configure this strategy to automatically select the oldest stock for outgoing operations. How to Set Up LIFO: Enable Lot Tracking: Go to Inventory — Configuration — Settings. Under the Inventory […]
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 […]
Customer Notes in Odoo 18 POS allow you to add specific instructions or information related to individual order lines or the entire order. These notes can be displayed on receipts and invoices, providing valuable context for both you and your customers. Here’s how to use them: * Enable Customer Notes: * Go to Point of […]
Incoming shipments in three steps involve a structured process to ensure the quality and efficiency of received goods. Here’s a breakdown of the three steps: 1. Input: Receiving: The shipment arrives at the designated receiving area of the warehouse. Unloading: The goods are unloaded from the transportation vehicle and checked for any damage or discrepancies. […]
Odoo’s CRM module allows you to customize your sales pipeline to fit your specific business needs. By creating stages and pipelines, you can effectively track the progress of your deals and improve your sales efficiency. Here’s a step-by-step guide on how to create a stage or a pipeline in Odoo 18 CRM: Creating a New […]
Odoo: The All-in-One Business Solution Discover the power of Odoo, the open-source business management software that can revolutionize your operations. In this video, we’ll explore the key features and benefits of Odoo, including: – Sales: Manage leads, opportunities, quotations, and orders. – Inventory: Track stock levels, manage purchase orders, and optimize inventory. – Accounting: Handle […]
