Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
📌 Business Scenario A fitness club wants to sell membership plans (Bronze, Silver, Gold) to customers. They want automatic invoicing, membership level assignment, and integration with partner management. 🏋️ Step-by-Step Workflow in Odoo 19 1. Create Membership Products Go to Sales → Products → Create. Add a new product called “Bronze Membership”. Product Type: Service […]
Are you using Odoo 18 Survey Module but struggling to analyze the responses effectively? In this comprehensive tutorial, we’ll walk you through the entire process of analyzing survey results in Odoo 18, so you can turn raw responses into actionable insights. What You’ll Learn in This Video: How to access the Survey Results from the […]
The Executive Summary in Odoo 18 gives you a quick, high-level view of your company’s financial health. In this video, we break down how to read and use the report — from profitability metrics like net profit margin, to position and liquidity ratios that show if you can cover short-term obligations, and performance indicators like […]
Odoo 18’s PoS does have a built-in feature to directly sort products in the cart by category. Leveraging Odoo’s Product Categories: you can directly sort products in the cart, you can organize them into categories in your product catalog.This can help visually group products and make it easier for the cashier to find items.You might […]
In Odoo 18, Push and Pull rules are powerful tools for automating inventory movements within your warehouse. They allow you to define specific conditions and actions to streamline your operations and reduce manual intervention. Understanding Push and Pull Rules Push Rules: – Trigger: An event, such as the arrival of products at a specific location. […]
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. * […]
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 […]
Odoo 18 allows you to search for contacts by their address using the search bar in the contact list view. Here’s how to do it: – Go to the Contact List View: Open the “Contacts” app and go to the list view. – Use the Search Bar: In the top right corner of the list […]
The catalog view in Invoicing in Odoo is a powerful tool that allows you to manage your products and services efficiently. It provides a comprehensive overview of all your catalog items, including their names, descriptions, images, prices, and other relevant information. – Product management: You can create, edit, and delete products and services directly from […]
Odoo 17 Helpdesk module simplifies managing customer inquiries and issues. To create a new helpdesk ticket, navigate to the Helpdesk app and click on the “Create” button. You’ll be given a form to fill in essential details about the ticket. Begin by providing a clear and concise subject line that accurately reflects the issue. […]
